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• What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

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. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

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In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Ecological validity

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

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The Ultimate Guide to Qualitative Research - Part 1: The Basics

• Introduction and overview
• What is qualitative research?
• What is qualitative data?
• Examples of qualitative data
• Qualitative vs. quantitative research
• Mixed methods
• Qualitative research preparation
• Theoretical perspective
• Theoretical framework
• Literature reviews

Research question

• Conceptual framework
• Conceptual vs. theoretical framework

Data collection

• Qualitative research methods
• Focus groups
• Observational research

What is a case study?

Applications for case study research, what is a good case study, process of case study design, benefits and limitations of case studies.

• Ethnographical research
• Ethical considerations
• Confidentiality and privacy
• Power dynamics
• Reflexivity

Case studies

Case studies are essential to qualitative research , offering a lens through which researchers can investigate complex phenomena within their real-life contexts. This chapter explores the concept, purpose, applications, examples, and types of case studies and provides guidance on how to conduct case study research effectively.

Whereas quantitative methods look at phenomena at scale, case study research looks at a concept or phenomenon in considerable detail. While analyzing a single case can help understand one perspective regarding the object of research inquiry, analyzing multiple cases can help obtain a more holistic sense of the topic or issue. Let's provide a basic definition of a case study, then explore its characteristics and role in the qualitative research process.

Definition of a case study

A case study in qualitative research is a strategy of inquiry that involves an in-depth investigation of a phenomenon within its real-world context. It provides researchers with the opportunity to acquire an in-depth understanding of intricate details that might not be as apparent or accessible through other methods of research. The specific case or cases being studied can be a single person, group, or organization – demarcating what constitutes a relevant case worth studying depends on the researcher and their research question .

Among qualitative research methods , a case study relies on multiple sources of evidence, such as documents, artifacts, interviews , or observations , to present a complete and nuanced understanding of the phenomenon under investigation. The objective is to illuminate the readers' understanding of the phenomenon beyond its abstract statistical or theoretical explanations.

Characteristics of case studies

Case studies typically possess a number of distinct characteristics that set them apart from other research methods. These characteristics include a focus on holistic description and explanation, flexibility in the design and data collection methods, reliance on multiple sources of evidence, and emphasis on the context in which the phenomenon occurs.

Furthermore, case studies can often involve a longitudinal examination of the case, meaning they study the case over a period of time. These characteristics allow case studies to yield comprehensive, in-depth, and richly contextualized insights about the phenomenon of interest.

The role of case studies in research

Case studies hold a unique position in the broader landscape of research methods aimed at theory development. They are instrumental when the primary research interest is to gain an intensive, detailed understanding of a phenomenon in its real-life context.

In addition, case studies can serve different purposes within research - they can be used for exploratory, descriptive, or explanatory purposes, depending on the research question and objectives. This flexibility and depth make case studies a valuable tool in the toolkit of qualitative researchers.

Remember, a well-conducted case study can offer a rich, insightful contribution to both academic and practical knowledge through theory development or theory verification, thus enhancing our understanding of complex phenomena in their real-world contexts.

What is the purpose of a case study?

Case study research aims for a more comprehensive understanding of phenomena, requiring various research methods to gather information for qualitative analysis . Ultimately, a case study can allow the researcher to gain insight into a particular object of inquiry and develop a theoretical framework relevant to the research inquiry.

Why use case studies in qualitative research?

Using case studies as a research strategy depends mainly on the nature of the research question and the researcher's access to the data.

Conducting case study research provides a level of detail and contextual richness that other research methods might not offer. They are beneficial when there's a need to understand complex social phenomena within their natural contexts.

The explanatory, exploratory, and descriptive roles of case studies

Case studies can take on various roles depending on the research objectives. They can be exploratory when the research aims to discover new phenomena or define new research questions; they are descriptive when the objective is to depict a phenomenon within its context in a detailed manner; and they can be explanatory if the goal is to understand specific relationships within the studied context. Thus, the versatility of case studies allows researchers to approach their topic from different angles, offering multiple ways to uncover and interpret the data .

The impact of case studies on knowledge development

Case studies play a significant role in knowledge development across various disciplines. Analysis of cases provides an avenue for researchers to explore phenomena within their context based on the collected data.

This can result in the production of rich, practical insights that can be instrumental in both theory-building and practice. Case studies allow researchers to delve into the intricacies and complexities of real-life situations, uncovering insights that might otherwise remain hidden.

Types of case studies

In qualitative research , a case study is not a one-size-fits-all approach. Depending on the nature of the research question and the specific objectives of the study, researchers might choose to use different types of case studies. These types differ in their focus, methodology, and the level of detail they provide about the phenomenon under investigation.

Understanding these types is crucial for selecting the most appropriate approach for your research project and effectively achieving your research goals. Let's briefly look at the main types of case studies.

Exploratory case studies

Exploratory case studies are typically conducted to develop a theory or framework around an understudied phenomenon. They can also serve as a precursor to a larger-scale research project. Exploratory case studies are useful when a researcher wants to identify the key issues or questions which can spur more extensive study or be used to develop propositions for further research. These case studies are characterized by flexibility, allowing researchers to explore various aspects of a phenomenon as they emerge, which can also form the foundation for subsequent studies.

Descriptive case studies

Descriptive case studies aim to provide a complete and accurate representation of a phenomenon or event within its context. These case studies are often based on an established theoretical framework, which guides how data is collected and analyzed. The researcher is concerned with describing the phenomenon in detail, as it occurs naturally, without trying to influence or manipulate it.

Explanatory case studies

Explanatory case studies are focused on explanation - they seek to clarify how or why certain phenomena occur. Often used in complex, real-life situations, they can be particularly valuable in clarifying causal relationships among concepts and understanding the interplay between different factors within a specific context.

Intrinsic, instrumental, and collective case studies

These three categories of case studies focus on the nature and purpose of the study. An intrinsic case study is conducted when a researcher has an inherent interest in the case itself. Instrumental case studies are employed when the case is used to provide insight into a particular issue or phenomenon. A collective case study, on the other hand, involves studying multiple cases simultaneously to investigate some general phenomena.

Each type of case study serves a different purpose and has its own strengths and challenges. The selection of the type should be guided by the research question and objectives, as well as the context and constraints of the research.

The flexibility, depth, and contextual richness offered by case studies make this approach an excellent research method for various fields of study. They enable researchers to investigate real-world phenomena within their specific contexts, capturing nuances that other research methods might miss. Across numerous fields, case studies provide valuable insights into complex issues.

Critical information systems research

Case studies provide a detailed understanding of the role and impact of information systems in different contexts. They offer a platform to explore how information systems are designed, implemented, and used and how they interact with various social, economic, and political factors. Case studies in this field often focus on examining the intricate relationship between technology, organizational processes, and user behavior, helping to uncover insights that can inform better system design and implementation.

Health research

Health research is another field where case studies are highly valuable. They offer a way to explore patient experiences, healthcare delivery processes, and the impact of various interventions in a real-world context.

Case studies can provide a deep understanding of a patient's journey, giving insights into the intricacies of disease progression, treatment effects, and the psychosocial aspects of health and illness.

Asthma research studies

Specifically within medical research, studies on asthma often employ case studies to explore the individual and environmental factors that influence asthma development, management, and outcomes. A case study can provide rich, detailed data about individual patients' experiences, from the triggers and symptoms they experience to the effectiveness of various management strategies. This can be crucial for developing patient-centered asthma care approaches.

Other fields

Apart from the fields mentioned, case studies are also extensively used in business and management research, education research, and political sciences, among many others. They provide an opportunity to delve into the intricacies of real-world situations, allowing for a comprehensive understanding of various phenomena.

Case studies, with their depth and contextual focus, offer unique insights across these varied fields. They allow researchers to illuminate the complexities of real-life situations, contributing to both theory and practice.

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Understanding the key elements of case study design is crucial for conducting rigorous and impactful case study research. A well-structured design guides the researcher through the process, ensuring that the study is methodologically sound and its findings are reliable and valid. The main elements of case study design include the research question , propositions, units of analysis, and the logic linking the data to the propositions.

The research question is the foundation of any research study. A good research question guides the direction of the study and informs the selection of the case, the methods of collecting data, and the analysis techniques. A well-formulated research question in case study research is typically clear, focused, and complex enough to merit further detailed examination of the relevant case(s).

Propositions

Propositions, though not necessary in every case study, provide a direction by stating what we might expect to find in the data collected. They guide how data is collected and analyzed by helping researchers focus on specific aspects of the case. They are particularly important in explanatory case studies, which seek to understand the relationships among concepts within the studied phenomenon.

Units of analysis

The unit of analysis refers to the case, or the main entity or entities that are being analyzed in the study. In case study research, the unit of analysis can be an individual, a group, an organization, a decision, an event, or even a time period. It's crucial to clearly define the unit of analysis, as it shapes the qualitative data analysis process by allowing the researcher to analyze a particular case and synthesize analysis across multiple case studies to draw conclusions.

Argumentation

This refers to the inferential model that allows researchers to draw conclusions from the data. The researcher needs to ensure that there is a clear link between the data, the propositions (if any), and the conclusions drawn. This argumentation is what enables the researcher to make valid and credible inferences about the phenomenon under study.

Understanding and carefully considering these elements in the design phase of a case study can significantly enhance the quality of the research. It can help ensure that the study is methodologically sound and its findings contribute meaningful insights about the case.

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Conducting a case study involves several steps, from defining the research question and selecting the case to collecting and analyzing data . This section outlines these key stages, providing a practical guide on how to conduct case study research.

Defining the research question

The first step in case study research is defining a clear, focused research question. This question should guide the entire research process, from case selection to analysis. It's crucial to ensure that the research question is suitable for a case study approach. Typically, such questions are exploratory or descriptive in nature and focus on understanding a phenomenon within its real-life context.

Selecting and defining the case

The selection of the case should be based on the research question and the objectives of the study. It involves choosing a unique example or a set of examples that provide rich, in-depth data about the phenomenon under investigation. After selecting the case, it's crucial to define it clearly, setting the boundaries of the case, including the time period and the specific context.

Previous research can help guide the case study design. When considering a case study, an example of a case could be taken from previous case study research and used to define cases in a new research inquiry. Considering recently published examples can help understand how to select and define cases effectively.

Developing a detailed case study protocol

A case study protocol outlines the procedures and general rules to be followed during the case study. This includes the data collection methods to be used, the sources of data, and the procedures for analysis. Having a detailed case study protocol ensures consistency and reliability in the study.

The protocol should also consider how to work with the people involved in the research context to grant the research team access to collecting data. As mentioned in previous sections of this guide, establishing rapport is an essential component of qualitative research as it shapes the overall potential for collecting and analyzing data.

Collecting data

Gathering data in case study research often involves multiple sources of evidence, including documents, archival records, interviews, observations, and physical artifacts. This allows for a comprehensive understanding of the case. The process for gathering data should be systematic and carefully documented to ensure the reliability and validity of the study.

Analyzing and interpreting data

The next step is analyzing the data. This involves organizing the data , categorizing it into themes or patterns , and interpreting these patterns to answer the research question. The analysis might also involve comparing the findings with prior research or theoretical propositions.

Writing the case study report

The final step is writing the case study report . This should provide a detailed description of the case, the data, the analysis process, and the findings. The report should be clear, organized, and carefully written to ensure that the reader can understand the case and the conclusions drawn from it.

Each of these steps is crucial in ensuring that the case study research is rigorous, reliable, and provides valuable insights about the case.

The type, depth, and quality of data in your study can significantly influence the validity and utility of the study. In case study research, data is usually collected from multiple sources to provide a comprehensive and nuanced understanding of the case. This section will outline the various methods of collecting data used in case study research and discuss considerations for ensuring the quality of the data.

Interviews are a common method of gathering data in case study research. They can provide rich, in-depth data about the perspectives, experiences, and interpretations of the individuals involved in the case. Interviews can be structured , semi-structured , or unstructured , depending on the research question and the degree of flexibility needed.

Observations

Observations involve the researcher observing the case in its natural setting, providing first-hand information about the case and its context. Observations can provide data that might not be revealed in interviews or documents, such as non-verbal cues or contextual information.

Documents and artifacts

Documents and archival records provide a valuable source of data in case study research. They can include reports, letters, memos, meeting minutes, email correspondence, and various public and private documents related to the case.

These records can provide historical context, corroborate evidence from other sources, and offer insights into the case that might not be apparent from interviews or observations.

Physical artifacts refer to any physical evidence related to the case, such as tools, products, or physical environments. These artifacts can provide tangible insights into the case, complementing the data gathered from other sources.

Ensuring the quality of data collection

Determining the quality of data in case study research requires careful planning and execution. It's crucial to ensure that the data is reliable, accurate, and relevant to the research question. This involves selecting appropriate methods of collecting data, properly training interviewers or observers, and systematically recording and storing the data. It also includes considering ethical issues related to collecting and handling data, such as obtaining informed consent and ensuring the privacy and confidentiality of the participants.

Data analysis

Analyzing case study research involves making sense of the rich, detailed data to answer the research question. This process can be challenging due to the volume and complexity of case study data. However, a systematic and rigorous approach to analysis can ensure that the findings are credible and meaningful. This section outlines the main steps and considerations in analyzing data in case study research.

Organizing the data

The first step in the analysis is organizing the data. This involves sorting the data into manageable sections, often according to the data source or the theme. This step can also involve transcribing interviews, digitizing physical artifacts, or organizing observational data.

Categorizing and coding the data

Once the data is organized, the next step is to categorize or code the data. This involves identifying common themes, patterns, or concepts in the data and assigning codes to relevant data segments. Coding can be done manually or with the help of software tools, and in either case, qualitative analysis software can greatly facilitate the entire coding process. Coding helps to reduce the data to a set of themes or categories that can be more easily analyzed.

Identifying patterns and themes

After coding the data, the researcher looks for patterns or themes in the coded data. This involves comparing and contrasting the codes and looking for relationships or patterns among them. The identified patterns and themes should help answer the research question.

Interpreting the data

Once patterns and themes have been identified, the next step is to interpret these findings. This involves explaining what the patterns or themes mean in the context of the research question and the case. This interpretation should be grounded in the data, but it can also involve drawing on theoretical concepts or prior research.

Verification of the data

The last step in the analysis is verification. This involves checking the accuracy and consistency of the analysis process and confirming that the findings are supported by the data. This can involve re-checking the original data, checking the consistency of codes, or seeking feedback from research participants or peers.

Like any research method , case study research has its strengths and limitations. Researchers must be aware of these, as they can influence the design, conduct, and interpretation of the study.

Understanding the strengths and limitations of case study research can also guide researchers in deciding whether this approach is suitable for their research question . This section outlines some of the key strengths and limitations of case study research.

Benefits include the following:

• Rich, detailed data: One of the main strengths of case study research is that it can generate rich, detailed data about the case. This can provide a deep understanding of the case and its context, which can be valuable in exploring complex phenomena.
• Flexibility: Case study research is flexible in terms of design , data collection , and analysis . A sufficient degree of flexibility allows the researcher to adapt the study according to the case and the emerging findings.
• Real-world context: Case study research involves studying the case in its real-world context, which can provide valuable insights into the interplay between the case and its context.
• Multiple sources of evidence: Case study research often involves collecting data from multiple sources , which can enhance the robustness and validity of the findings.

On the other hand, researchers should consider the following limitations:

• Generalizability: A common criticism of case study research is that its findings might not be generalizable to other cases due to the specificity and uniqueness of each case.
• Time and resource intensive: Case study research can be time and resource intensive due to the depth of the investigation and the amount of collected data.
• Complexity of analysis: The rich, detailed data generated in case study research can make analyzing the data challenging.
• Subjectivity: Given the nature of case study research, there may be a higher degree of subjectivity in interpreting the data , so researchers need to reflect on this and transparently convey to audiences how the research was conducted.

Being aware of these strengths and limitations can help researchers design and conduct case study research effectively and interpret and report the findings appropriately.

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What is a Case Study? Definition & Examples

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Case Study Definition

A case study is an in-depth investigation of a single person, group, event, or community. This research method involves intensively analyzing a subject to understand its complexity and context. The richness of a case study comes from its ability to capture detailed, qualitative data that can offer insights into a process or subject matter that other research methods might miss.

A case study strives for a holistic understanding of events or situations by examining all relevant variables. They are ideal for exploring ‘how’ or ‘why’ questions in contexts where the researcher has limited control over events in real-life settings. Unlike narrowly focused experiments, these projects seek a comprehensive understanding of events or situations.

In a case study, researchers gather data through various methods such as participant observation, interviews, tests, record examinations, and writing samples. Unlike statistically-based studies that seek only quantifiable data, a case study attempts to uncover new variables and pose questions for subsequent research.

A case study is particularly beneficial when your research:

• Requires a deep, contextual understanding of a specific case.
• Needs to explore or generate hypotheses rather than test them.
• Focuses on a contemporary phenomenon within a real-life context.

Learn more about Other Types of Experimental Design .

Case Study Examples

Various fields utilize case studies, including the following:

• Social sciences : For understanding complex social phenomena.
• Business : For analyzing corporate strategies and business decisions.
• Healthcare : For detailed patient studies and medical research.
• Education : For understanding educational methods and policies.
• Law : For in-depth analysis of legal cases.

For example, consider a case study in a business setting where a startup struggles to scale. Researchers might examine the startup’s strategies, market conditions, management decisions, and competition. Interviews with the CEO, employees, and customers, alongside an analysis of financial data, could offer insights into the challenges and potential solutions for the startup. This research could serve as a valuable lesson for other emerging businesses.

See below for other examples.

Types of Case Studies

Several standard types of case studies exist that vary based on the objectives and specific research needs.

Illustrative Case Study : Descriptive in nature, these studies use one or two instances to depict a situation, helping to familiarize the unfamiliar and establish a common understanding of the topic.

Exploratory Case Study : Conducted as precursors to large-scale investigations, they assist in raising relevant questions, choosing measurement types, and identifying hypotheses to test.

Cumulative Case Study : These studies compile information from various sources over time to enhance generalization without the need for costly, repetitive new studies.

Critical Instance Case Study : Focused on specific sites, they either explore unique situations with limited generalizability or challenge broad assertions, to identify potential cause-and-effect issues.

Pros and Cons

As with any research study, case studies have a set of benefits and drawbacks.

• Provides comprehensive and detailed data.
• Offers a real-life perspective.
• Flexible and can adapt to discoveries during the study.
• Enables investigation of scenarios that are hard to assess in laboratory settings.
• Facilitates studying rare or unique cases.
• Generates hypotheses for future experimental research.
• Time-consuming and may require a lot of resources.
• Hard to generalize findings to a broader context.
• Potential for researcher bias.
• Cannot establish causality .
• Lacks scientific rigor compared to more controlled research methods .

Crafting a Good Case Study: Methodology

While case studies emphasize specific details over broad theories, they should connect to theoretical frameworks in the field. This approach ensures that these projects contribute to the existing body of knowledge on the subject, rather than standing as an isolated entity.

The following are critical steps in developing a case study:

• Define the Research Questions : Clearly outline what you want to explore. Define specific, achievable objectives.
• Select the Case : Choose a case that best suits the research questions. Consider using a typical case for general understanding or an atypical subject for unique insights.
• Data Collection : Use a variety of data sources, such as interviews, observations, documents, and archival records, to provide multiple perspectives on the issue.
• Data Analysis : Identify patterns and themes in the data.
• Report Findings : Present the findings in a structured and clear manner.

Analysts typically use thematic analysis to identify patterns and themes within the data and compare different cases.

• Qualitative Analysis : Such as coding and thematic analysis for narrative data.
• Quantitative Analysis : In cases where numerical data is involved.
• Triangulation : Combining multiple methods or data sources to enhance accuracy.

A good case study requires a balanced approach, often using both qualitative and quantitative methods.

The researcher should constantly reflect on their biases and how they might influence the research. Documenting personal reflections can provide transparency.

Avoid over-generalization. One common mistake is to overstate the implications of a case study. Remember that these studies provide an in-depth insights into a specific case and might not be widely applicable.

Don’t ignore contradictory data. All data, even that which contradicts your hypothesis, is valuable. Ignoring it can lead to skewed results.

Finally, in the report, researchers provide comprehensive insight for a case study through “thick description,” which entails a detailed portrayal of the subject, its usage context, the attributes of involved individuals, and the community environment. Thick description extends to interpreting various data, including demographic details, cultural norms, societal values, prevailing attitudes, and underlying motivations. This approach ensures a nuanced and in-depth comprehension of the case in question.

Learn more about Qualitative Research and Qualitative vs. Quantitative Data .

Morland, J. & Feagin, Joe & Orum, Anthony & Sjoberg, Gideon. (1992). A Case for the Case Study . Social Forces. 71(1):240.

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• Case Study | Definition, Examples & Methods

Case Study | Definition, Examples & Methods

Published on 5 May 2022 by Shona McCombes . Revised on 30 January 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, 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. Case studies are good for describing , comparing, evaluating, and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyse the case.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

Unlike quantitative or experimental research, a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

If you find yourself aiming to simultaneously investigate and solve an issue, consider conducting action research . As its name suggests, action research conducts research and takes action at the same time, and is highly iterative and flexible. 

However, you can also choose a more common or representative case to exemplify a particular category, experience, or phenomenon.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews, observations, and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data .

The aim is to gain as thorough an understanding as possible of the case and its context.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis, with separate sections or chapters for the methods , results , and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyse its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

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• Introduction

The case study creation process

Types of case studies, benefits and limitations.

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case study , detailed description and assessment of a specific situation in the real world created for the purpose of deriving generalizations and other insights from it. A case study can be about an individual, a group of people, an organization, or an event, among other subjects.

By focusing on a specific subject in its natural setting, a case study can help improve understanding of the broader features and processes at work. Case studies are a research method used in multiple fields, including business, criminology , education , medicine and other forms of health care, anthropology , political science , psychology , and social work . Data in case studies can be both qualitative and quantitative. Unlike experiments, where researchers control and manipulate situations, case studies are considered to be “naturalistic” because subjects are studied in their natural context . ( See also natural experiment .)

The creation of a case study typically involves the following steps:

• The research question to be studied is defined, informed by existing literature and previous research. Researchers should clearly define the scope of the case, and they should compile a list of evidence to be collected as well as identify the nature of insights that they expect to gain from the case study.
• Once the case is identified, the research team is given access to the individual, organization, or situation being studied. Individuals are informed of risks associated with participation and must provide their consent , which may involve signing confidentiality or anonymity agreements.
• Researchers then collect evidence using multiple methods, which may include qualitative techniques, such as interviews, focus groups , and direct observations, as well as quantitative methods, such as surveys, questionnaires, and data audits. The collection procedures need to be well defined to ensure the relevance and accuracy of the evidence.
• The collected evidence is analyzed to come up with insights. Each data source must be reviewed carefully by itself and in the larger context of the case study so as to ensure continued relevance. At the same time, care must be taken not to force the analysis to fit (potentially preconceived) conclusions. While the eventual case study may serve as the basis for generalizations, these generalizations must be made cautiously to ensure that specific nuances are not lost in the averages.
• Finally, the case study is packaged for larger groups and publication. At this stage some information may be withheld, as in business case studies, to allow readers to draw their own conclusions. In scientific fields, the completed case study needs to be a coherent whole, with all findings and statistical relationships clearly documented.

Case studies have been used as a research method across multiple fields. They are particularly popular in the fields of law, business, and employee training; they typically focus on a problem that an individual or organization is facing. The situation is presented in considerable detail, often with supporting data, to discussion participants, who are asked to make recommendations that will solve the stated problem. The business case study as a method of instruction was made popular in the 1920s by instructors at Harvard Business School who adapted an approach used at Harvard Law School in which real-world cases were used in classroom discussions. Other business and law schools started compiling case studies as teaching aids for students. In a business school case study, students are not provided with the complete list of facts pertaining to the topic and are thus forced to discuss and compare their perspectives with those of their peers to recommend solutions.

In criminology , case studies typically focus on the lives of an individual or a group of individuals. These studies can provide particularly valuable insight into the personalities and motives of individual criminals, but they may suffer from a lack of objectivity on the part of the researchers (typically because of the researchers’ biases when working with people with a criminal history), and their findings may be difficult to generalize.

In sociology , the case-study method was developed by Frédéric Le Play in France during the 19th century. This approach involves a field worker staying with a family for a period of time, gathering data on the family members’ attitudes and interactions and on their income, expenditures, and physical possessions. Similar approaches have been used in anthropology . Such studies can sometimes continue for many years.

Case studies provide insight into situations that involve a specific entity or set of circumstances. They can be beneficial in helping to explain the causal relationships between quantitative indicators in a field of study, such as what drives a company’s market share. By introducing real-world examples, they also plunge the reader into an actual, concrete situation and make the concepts real rather than theoretical. They also help people study rare situations that they might not otherwise experience.

Because case studies are in a “naturalistic” environment , they are limited in terms of research design: researchers lack control over what they are studying, which means that the results often cannot be reproduced. Also, care must be taken to stay within the bounds of the research question on which the case study is focusing. Other limitations to case studies revolve around the data collected. It may be difficult, for instance, for researchers to organize the large volume of data that can emerge from the study, and their analysis of the data must be carefully thought through to produce scientifically valid insights. The research methodology used to generate these insights is as important as the insights themselves, for the latter need to be seen in the proper context. Taken out of context, they may lead to erroneous conclusions. Like all scientific studies, case studies need to be approached objectively; personal bias or opinion may skew the research methods as well as the results. ( See also confirmation bias .)

Business case studies in particular have been criticized for approaching a problem or situation from a narrow perspective. Students are expected to come up with solutions for a problem based on the data provided. However, in real life, the situation is typically reversed: business managers face a problem and must then look for data to help them solve it.

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What is a Case Study? Definition, Research Methods, Sampling and Examples

What is a Case Study?

A case study is defined as an in-depth analysis of a particular subject, often a real-world situation, individual, group, or organization. 

It is a research method that involves the comprehensive examination of a specific instance to gain a better understanding of its complexities, dynamics, and context. 

Case studies are commonly used in various fields such as business, psychology, medicine, and education to explore and illustrate phenomena, theories, or practical applications.

In a typical case study, researchers collect and analyze a rich array of qualitative and/or quantitative data, including interviews, observations, documents, and other relevant sources. The goal is to provide a nuanced and holistic perspective on the subject under investigation.

The information gathered here is used to generate insights, draw conclusions, and often to inform broader theories or practices within the respective field.

Case studies offer a valuable method for researchers to explore real-world phenomena in their natural settings, providing an opportunity to delve deeply into the intricacies of a particular case. They are particularly useful when studying complex, multifaceted situations where various factors interact. 

Additionally, case studies can be instrumental in generating hypotheses, testing theories, and offering practical insights that can be applied to similar situations. Overall, the comprehensive nature of case studies makes them a powerful tool for gaining a thorough understanding of specific instances within the broader context of academic and professional inquiry.

Key Characteristics of Case Study

Case studies are characterized by several key features that distinguish them from other research methods. Here are some essential characteristics of case studies:

• In-depth Exploration: Case studies involve a thorough and detailed examination of a specific case or instance. Researchers aim to explore the complexities and nuances of the subject under investigation, often using multiple data sources and methods to gather comprehensive information.
• Contextual Analysis: Case studies emphasize the importance of understanding the context in which the case unfolds. Researchers seek to examine the unique circumstances, background, and environmental factors that contribute to the dynamics of the case. Contextual analysis is crucial for drawing meaningful conclusions and generalizing findings to similar situations.
• Holistic Perspective: Rather than focusing on isolated variables, case studies take a holistic approach to studying a phenomenon. Researchers consider a wide range of factors and their interrelationships, aiming to capture the richness and complexity of the case. This holistic perspective helps in providing a more complete understanding of the subject.
• Qualitative and/or Quantitative Data: Case studies can incorporate both qualitative and quantitative data, depending on the research question and objectives. Qualitative data often include interviews, observations, and document analysis, while quantitative data may involve statistical measures or numerical information. The combination of these data types enhances the depth and validity of the study.
• Longitudinal or Retrospective Design: Case studies can be designed as longitudinal studies, where the researcher follows the case over an extended period, or retrospective studies, where the focus is on examining past events. This temporal dimension allows researchers to capture changes and developments within the case.
• Unique and Unpredictable Nature: Each case study is unique, and the findings may not be easily generalized to other situations. The unpredictable nature of real-world cases adds a layer of authenticity to the study, making it an effective method for exploring complex and dynamic phenomena.
• Theory Building or Testing: Case studies can serve different purposes, including theory building or theory testing. In some cases, researchers use case studies to develop new theories or refine existing ones. In others, they may test existing theories by applying them to real-world situations and assessing their explanatory power.

Understanding these key characteristics is essential for researchers and practitioners using case studies as a methodological approach, as it helps guide the design, implementation, and analysis of the study.

Key Components of a Case Study

A well-constructed case study typically consists of several key components that collectively provide a comprehensive understanding of the subject under investigation. Here are the key components of a case study:

• Provide an overview of the context and background information relevant to the case. This may include the history, industry, or setting in which the case is situated.
• Clearly state the purpose and objectives of the case study. Define what the study aims to achieve and the questions it seeks to answer.
• Clearly identify the subject of the case study. This could be an individual, a group, an organization, or a specific event.
• Define the boundaries and scope of the case study. Specify what aspects will be included and excluded from the investigation.
• Provide a brief review of relevant theories or concepts that will guide the analysis. This helps place the case study within the broader theoretical context.
• Summarize existing literature related to the subject, highlighting key findings and gaps in knowledge. This establishes the context for the current case study.
• Describe the research design chosen for the case study (e.g., exploratory, explanatory, descriptive). Justify why this design is appropriate for the research objectives.
• Specify the methods used to gather data, whether through interviews, observations, document analysis, surveys, or a combination of these. Detail the procedures followed to ensure data validity and reliability.
• Explain the criteria for selecting the case and any sampling considerations. Discuss why the chosen case is representative or relevant to the research questions.
• Describe how the collected data will be coded and categorized. Discuss the analytical framework or approach used to identify patterns, themes, or trends.
• If multiple data sources or methods are used, explain how they complement each other to enhance the credibility and validity of the findings.
• Present the key findings in a clear and organized manner. Use tables, charts, or quotes from participants to illustrate the results.
• Interpret the results in the context of the research objectives and theoretical framework. Discuss any unexpected findings and their implications.
• Provide a thorough interpretation of the results, connecting them to the research questions and relevant literature.
• Acknowledge the limitations of the study, such as constraints in data collection, sample size, or generalizability.
• Highlight the contributions of the case study to the existing body of knowledge and identify potential avenues for future research.
• Summarize the key findings and their significance in relation to the research objectives.
• Conclude with a concise summary of the case study, its implications, and potential practical applications.
• Provide a complete list of all the sources cited in the case study, following a consistent citation style.
• Include any additional materials or supplementary information, such as interview transcripts, survey instruments, or supporting documents.

By including these key components, a case study becomes a comprehensive and well-rounded exploration of a specific subject, offering valuable insights and contributing to the body of knowledge in the respective field.

Sampling in a Case Study Research

Sampling in case study research involves selecting a subset of cases or individuals from a larger population to study in depth. Unlike quantitative research where random sampling is often employed, case study sampling is typically purposeful and driven by the specific objectives of the study. Here are some key considerations for sampling in case study research:

• Criterion Sampling: Cases are selected based on specific criteria relevant to the research questions. For example, if studying successful business strategies, cases may be selected based on their demonstrated success.
• Maximum Variation Sampling: Cases are chosen to represent a broad range of variations related to key characteristics. This approach helps capture diversity within the sample.
• Selecting Cases with Rich Information: Researchers aim to choose cases that are information-rich and provide insights into the phenomenon under investigation. These cases should offer a depth of detail and variation relevant to the research objectives.
• Single Case vs. Multiple Cases: Decide whether the study will focus on a single case (single-case study) or multiple cases (multiple-case study). The choice depends on the research objectives, the complexity of the phenomenon, and the depth of understanding required.
• Emergent Nature of Sampling: In some case studies, the sampling strategy may evolve as the study progresses. This is known as theoretical sampling, where new cases are selected based on emerging findings and theoretical insights from earlier analysis.
• Data Saturation: Sampling may continue until data saturation is achieved, meaning that collecting additional cases or data does not yield new insights or information. Saturation indicates that the researcher has adequately explored the phenomenon.
• Defining Case Boundaries: Clearly define the boundaries of the case to ensure consistency and avoid ambiguity. Consider what is included and excluded from the case study, and justify these decisions.
• Practical Considerations: Assess the feasibility of accessing the selected cases. Consider factors such as availability, willingness to participate, and the practicality of data collection methods.
• Informed Consent: Obtain informed consent from participants, ensuring that they understand the purpose of the study and the ways in which their information will be used. Protect the confidentiality and anonymity of participants as needed.
• Pilot Testing the Sampling Strategy: Before conducting the full study, consider pilot testing the sampling strategy to identify potential challenges and refine the approach. This can help ensure the effectiveness of the sampling method.
• Transparent Reporting: Clearly document the sampling process in the research methodology section. Provide a rationale for the chosen sampling strategy and discuss any adjustments made during the study.

Sampling in case study research is a critical step that influences the depth and richness of the study’s findings. By carefully selecting cases based on specific criteria and considering the unique characteristics of the phenomenon under investigation, researchers can enhance the relevance and validity of their case study.

Case Study Research Methods With Examples

• Interviews:
• Interviews involve engaging with participants to gather detailed information, opinions, and insights. In a case study, interviews are often semi-structured, allowing flexibility in questioning.
• Example: A case study on workplace culture might involve conducting interviews with employees at different levels to understand their perceptions, experiences, and attitudes.
• Observations:
• Observations entail direct examination and recording of behavior, activities, or events in their natural setting. This method is valuable for understanding behaviors in context.
• Example: A case study investigating customer interactions at a retail store may involve observing and documenting customer behavior, staff interactions, and overall dynamics.
• Document Analysis:
• Document analysis involves reviewing and interpreting written or recorded materials, such as reports, memos, emails, and other relevant documents.
• Example: In a case study on organizational change, researchers may analyze internal documents, such as communication memos or strategic plans, to trace the evolution of the change process.
• Surveys and Questionnaires:
• Surveys and questionnaires collect structured data from a sample of participants. While less common in case studies, they can be used to supplement other methods.
• Example: A case study on the impact of a health intervention might include a survey to gather quantitative data on participants’ health outcomes.
• Focus Groups:
• Focus groups involve a facilitated discussion among a group of participants to explore their perceptions, attitudes, and experiences.
• Example: In a case study on community development, a focus group might be conducted with residents to discuss their views on recent initiatives and their impact.
• Archival Research:
• Archival research involves examining existing records, historical documents, or artifacts to gain insights into a particular phenomenon.
• Example: A case study on the history of a landmark building may involve archival research, exploring construction records, historical photos, and maintenance logs.
• Longitudinal Studies:
• Longitudinal studies involve the collection of data over an extended period to observe changes and developments.
• Example: A case study tracking the career progression of employees in a company may involve longitudinal interviews and document analysis over several years.
• Cross-Case Analysis:
• Cross-case analysis compares and contrasts multiple cases to identify patterns, similarities, and differences.
• Example: A comparative case study of different educational institutions may involve analyzing common challenges and successful strategies across various cases.
• Ethnography:
• Ethnography involves immersive, in-depth exploration within a cultural or social setting to understand the behaviors and perspectives of participants.
• Example: A case study using ethnographic methods might involve spending an extended period within a community to understand its social dynamics and cultural practices.
• Experimental Designs (Rare):
• While less common, experimental designs involve manipulating variables to observe their effects. In case studies, this might be applied in specific contexts.
• Example: A case study exploring the impact of a new teaching method might involve implementing the method in one classroom while comparing it to a traditional method in another.

These case study research methods offer a versatile toolkit for researchers to investigate and gain insights into complex phenomena across various disciplines. The choice of methods depends on the research questions, the nature of the case, and the desired depth of understanding.

Best Practices for a Case Study in 2024

Creating a high-quality case study involves adhering to best practices that ensure rigor, relevance, and credibility. Here are some key best practices for conducting and presenting a case study:

• Clearly articulate the purpose and objectives of the case study. Define the research questions or problems you aim to address, ensuring a focused and purposeful approach.
• Choose a case that aligns with the research objectives and provides the depth and richness needed for the study. Consider the uniqueness of the case and its relevance to the research questions.
• Develop a robust research design that aligns with the nature of the case study (single-case or multiple-case) and integrates appropriate research methods. Ensure the chosen design is suitable for exploring the complexities of the phenomenon.
• Use a variety of data sources to enhance the validity and reliability of the study. Combine methods such as interviews, observations, document analysis, and surveys to provide a comprehensive understanding of the case.
• Clearly document and describe the procedures for data collection to enhance transparency. Include details on participant selection, sampling strategy, and data collection methods to facilitate replication and evaluation.
• Implement measures to ensure the validity and reliability of the data. Triangulate information from different sources to cross-verify findings and strengthen the credibility of the study.
• Clearly define the boundaries of the case to avoid scope creep and maintain focus. Specify what is included and excluded from the study, providing a clear framework for analysis.
• Include perspectives from various stakeholders within the case to capture a holistic view. This might involve interviewing individuals at different organizational levels, customers, or community members, depending on the context.
• Adhere to ethical principles in research, including obtaining informed consent from participants, ensuring confidentiality, and addressing any potential conflicts of interest.
• Conduct a rigorous analysis of the data, using appropriate analytical techniques. Interpret the findings in the context of the research questions, theoretical framework, and relevant literature.
• Offer detailed and rich descriptions of the case, including the context, key events, and participant perspectives. This helps readers understand the intricacies of the case and supports the generalization of findings.
• Communicate findings in a clear and accessible manner. Avoid jargon and technical language that may hinder understanding. Use visuals, such as charts or graphs, to enhance clarity.
• Seek feedback from colleagues or experts in the field through peer review. This helps ensure the rigor and credibility of the case study and provides valuable insights for improvement.
• Connect the case study findings to existing theories or concepts, contributing to the theoretical understanding of the phenomenon. Discuss practical implications and potential applications in relevant contexts.
• Recognize that case study research is often an iterative process. Be open to revisiting and refining research questions, methods, or analysis as the study progresses. Practice reflexivity by acknowledging and addressing potential biases or preconceptions.

By incorporating these best practices, researchers can enhance the quality and impact of their case studies, making valuable contributions to the academic and practical understanding of complex phenomena.

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What Is a Case Study?

Weighing the pros and cons of this method of research

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• Pros and Cons

What Types of Case Studies Are Out There?

Where do you find data for a case study, how do i write a psychology case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in many different fields, including psychology, medicine, education, anthropology, political science, and social work.

The point of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, we got you—here are some rules of APA format to reference.  

At a Glance

A case study, or an in-depth study of a person, group, or event, can be a useful research tool when used wisely. In many cases, case studies are best used in situations where it would be difficult or impossible for you to conduct an experiment. They are helpful for looking at unique situations and allow researchers to gather a lot of˜ information about a specific individual or group of people. However, it's important to be cautious of any bias we draw from them as they are highly subjective.

What Are the Benefits and Limitations of Case Studies?

A case study can have its strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult or impossible to replicate in a lab. Some other benefits of a case study:

• Allows researchers to capture information on the 'how,' 'what,' and 'why,' of something that's implemented
• Gives researchers the chance to collect information on why one strategy might be chosen over another
• Permits researchers to develop hypotheses that can be explored in experimental research

On the other hand, a case study can have some drawbacks:

• It cannot necessarily be generalized to the larger population
• Cannot demonstrate cause and effect
• It may not be scientifically rigorous
• It can lead to bias

Researchers may choose to perform a case study if they want to explore a unique or recently discovered phenomenon. Through their insights, researchers develop additional ideas and study questions that might be explored in future studies.

It's important to remember that the insights from case studies cannot be used to determine cause-and-effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through individual case studies. Some great examples of case studies in psychology include:

• Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
• Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
• Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language learning was possible, even after missing critical periods for language development. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse denied her the opportunity to learn a language at critical points in her development.

This is clearly not something researchers could ethically replicate, but conducting a case study on Genie allowed researchers to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might use:

• Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those who live there.
• Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
• Explanatory case studies : These   are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
• Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
• Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
• Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory.

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers use depends on the unique characteristics of the situation and the case itself.

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

• Archival records : Census records, survey records, and name lists are examples of archival records.
• Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
• Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
• Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
• Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
• Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines you need to follow. If you are writing your case study for a professional publication, check with the publisher for their specific guidelines for submitting a case study.

Here is a general outline of what should be included in a case study.

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

• Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
• Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
• Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
• Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Need More Tips?

Here are a few additional pointers to keep in mind when formatting your case study:

• Never refer to the subject of your case study as "the client." Instead, use their name or a pseudonym.
• Read examples of case studies to gain an idea about the style and format.
• Remember to use APA format when citing references .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach .  BMC Med Res Methodol . 2011;11:100.

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

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Methodology or method? A critical review of qualitative case study reports

Despite on-going debate about credibility, and reported limitations in comparison to other approaches, case study is an increasingly popular approach among qualitative researchers. We critically analysed the methodological descriptions of published case studies. Three high-impact qualitative methods journals were searched to locate case studies published in the past 5 years; 34 were selected for analysis. Articles were categorized as health and health services ( n= 12), social sciences and anthropology ( n= 7), or methods ( n= 15) case studies. The articles were reviewed using an adapted version of established criteria to determine whether adequate methodological justification was present, and if study aims, methods, and reported findings were consistent with a qualitative case study approach. Findings were grouped into five themes outlining key methodological issues: case study methodology or method, case of something particular and case selection, contextually bound case study, researcher and case interactions and triangulation, and study design inconsistent with methodology reported. Improved reporting of case studies by qualitative researchers will advance the methodology for the benefit of researchers and practitioners.

Case study research is an increasingly popular approach among qualitative researchers (Thomas, 2011 ). Several prominent authors have contributed to methodological developments, which has increased the popularity of case study approaches across disciplines (Creswell, 2013b ; Denzin & Lincoln, 2011b ; Merriam, 2009 ; Ragin & Becker, 1992 ; Stake, 1995 ; Yin, 2009 ). Current qualitative case study approaches are shaped by paradigm, study design, and selection of methods, and, as a result, case studies in the published literature vary. Differences between published case studies can make it difficult for researchers to define and understand case study as a methodology.

Experienced qualitative researchers have identified case study research as a stand-alone qualitative approach (Denzin & Lincoln, 2011b ). Case study research has a level of flexibility that is not readily offered by other qualitative approaches such as grounded theory or phenomenology. Case studies are designed to suit the case and research question and published case studies demonstrate wide diversity in study design. There are two popular case study approaches in qualitative research. The first, proposed by Stake ( 1995 ) and Merriam ( 2009 ), is situated in a social constructivist paradigm, whereas the second, by Yin ( 2012 ), Flyvbjerg ( 2011 ), and Eisenhardt ( 1989 ), approaches case study from a post-positivist viewpoint. Scholarship from both schools of inquiry has contributed to the popularity of case study and development of theoretical frameworks and principles that characterize the methodology.

The diversity of case studies reported in the published literature, and on-going debates about credibility and the use of case study in qualitative research practice, suggests that differences in perspectives on case study methodology may prevent researchers from developing a mutual understanding of practice and rigour. In addition, discussion about case study limitations has led some authors to query whether case study is indeed a methodology (Luck, Jackson, & Usher, 2006 ; Meyer, 2001 ; Thomas, 2010 ; Tight, 2010 ). Methodological discussion of qualitative case study research is timely, and a review is required to analyse and understand how this methodology is applied in the qualitative research literature. The aims of this study were to review methodological descriptions of published qualitative case studies, to review how the case study methodological approach was applied, and to identify issues that need to be addressed by researchers, editors, and reviewers. An outline of the current definitions of case study and an overview of the issues proposed in the qualitative methodological literature are provided to set the scene for the review.

Definitions of qualitative case study research

Case study research is an investigation and analysis of a single or collective case, intended to capture the complexity of the object of study (Stake, 1995 ). Qualitative case study research, as described by Stake ( 1995 ), draws together “naturalistic, holistic, ethnographic, phenomenological, and biographic research methods” in a bricoleur design, or in his words, “a palette of methods” (Stake, 1995 , pp. xi–xii). Case study methodology maintains deep connections to core values and intentions and is “particularistic, descriptive and heuristic” (Merriam, 2009 , p. 46).

As a study design, case study is defined by interest in individual cases rather than the methods of inquiry used. The selection of methods is informed by researcher and case intuition and makes use of naturally occurring sources of knowledge, such as people or observations of interactions that occur in the physical space (Stake, 1998 ). Thomas ( 2011 ) suggested that “analytical eclecticism” is a defining factor (p. 512). Multiple data collection and analysis methods are adopted to further develop and understand the case, shaped by context and emergent data (Stake, 1995 ). This qualitative approach “explores a real-life, contemporary bounded system (a case ) or multiple bounded systems (cases) over time, through detailed, in-depth data collection involving multiple sources of information … and reports a case description and case themes ” (Creswell, 2013b , p. 97). Case study research has been defined by the unit of analysis, the process of study, and the outcome or end product, all essentially the case (Merriam, 2009 ).

The case is an object to be studied for an identified reason that is peculiar or particular. Classification of the case and case selection procedures informs development of the study design and clarifies the research question. Stake ( 1995 ) proposed three types of cases and study design frameworks. These include the intrinsic case, the instrumental case, and the collective instrumental case. The intrinsic case is used to understand the particulars of a single case, rather than what it represents. An instrumental case study provides insight on an issue or is used to refine theory. The case is selected to advance understanding of the object of interest. A collective refers to an instrumental case which is studied as multiple, nested cases, observed in unison, parallel, or sequential order. More than one case can be simultaneously studied; however, each case study is a concentrated, single inquiry, studied holistically in its own entirety (Stake, 1995 , 1998 ).

Researchers who use case study are urged to seek out what is common and what is particular about the case. This involves careful and in-depth consideration of the nature of the case, historical background, physical setting, and other institutional and political contextual factors (Stake, 1998 ). An interpretive or social constructivist approach to qualitative case study research supports a transactional method of inquiry, where the researcher has a personal interaction with the case. The case is developed in a relationship between the researcher and informants, and presented to engage the reader, inviting them to join in this interaction and in case discovery (Stake, 1995 ). A postpositivist approach to case study involves developing a clear case study protocol with careful consideration of validity and potential bias, which might involve an exploratory or pilot phase, and ensures that all elements of the case are measured and adequately described (Yin, 2009 , 2012 ).

Current methodological issues in qualitative case study research

The future of qualitative research will be influenced and constructed by the way research is conducted, and by what is reviewed and published in academic journals (Morse, 2011 ). If case study research is to further develop as a principal qualitative methodological approach, and make a valued contribution to the field of qualitative inquiry, issues related to methodological credibility must be considered. Researchers are required to demonstrate rigour through adequate descriptions of methodological foundations. Case studies published without sufficient detail for the reader to understand the study design, and without rationale for key methodological decisions, may lead to research being interpreted as lacking in quality or credibility (Hallberg, 2013 ; Morse, 2011 ).

There is a level of artistic license that is embraced by qualitative researchers and distinguishes practice, which nurtures creativity, innovation, and reflexivity (Denzin & Lincoln, 2011b ; Morse, 2009 ). Qualitative research is “inherently multimethod” (Denzin & Lincoln, 2011a , p. 5); however, with this creative freedom, it is important for researchers to provide adequate description for methodological justification (Meyer, 2001 ). This includes paradigm and theoretical perspectives that have influenced study design. Without adequate description, study design might not be understood by the reader, and can appear to be dishonest or inaccurate. Reviewers and readers might be confused by the inconsistent or inappropriate terms used to describe case study research approach and methods, and be distracted from important study findings (Sandelowski, 2000 ). This issue extends beyond case study research, and others have noted inconsistencies in reporting of methodology and method by qualitative researchers. Sandelowski ( 2000 , 2010 ) argued for accurate identification of qualitative description as a research approach. She recommended that the selected methodology should be harmonious with the study design, and be reflected in methods and analysis techniques. Similarly, Webb and Kevern ( 2000 ) uncovered inconsistencies in qualitative nursing research with focus group methods, recommending that methodological procedures must cite seminal authors and be applied with respect to the selected theoretical framework. Incorrect labelling using case study might stem from the flexibility in case study design and non-directional character relative to other approaches (Rosenberg & Yates, 2007 ). Methodological integrity is required in design of qualitative studies, including case study, to ensure study rigour and to enhance credibility of the field (Morse, 2011 ).

Case study has been unnecessarily devalued by comparisons with statistical methods (Eisenhardt, 1989 ; Flyvbjerg, 2006 , 2011 ; Jensen & Rodgers, 2001 ; Piekkari, Welch, & Paavilainen, 2009 ; Tight, 2010 ; Yin, 1999 ). It is reputed to be the “the weak sibling” in comparison to other, more rigorous, approaches (Yin, 2009 , p. xiii). Case study is not an inherently comparative approach to research. The objective is not statistical research, and the aim is not to produce outcomes that are generalizable to all populations (Thomas, 2011 ). Comparisons between case study and statistical research do little to advance this qualitative approach, and fail to recognize its inherent value, which can be better understood from the interpretive or social constructionist viewpoint of other authors (Merriam, 2009 ; Stake, 1995 ). Building on discussions relating to “fuzzy” (Bassey, 2001 ), or naturalistic generalizations (Stake, 1978 ), or transference of concepts and theories (Ayres, Kavanaugh, & Knafl, 2003 ; Morse et al., 2011 ) would have more relevance.

Case study research has been used as a catch-all design to justify or add weight to fundamental qualitative descriptive studies that do not fit with other traditional frameworks (Merriam, 2009 ). A case study has been a “convenient label for our research—when we ‘can't think of anything ‘better”—in an attempt to give it [qualitative methodology] some added respectability” (Tight, 2010 , p. 337). Qualitative case study research is a pliable approach (Merriam, 2009 ; Meyer, 2001 ; Stake, 1995 ), and has been likened to a “curious methodological limbo” (Gerring, 2004 , p. 341) or “paradigmatic bridge” (Luck et al., 2006 , p. 104), that is on the borderline between postpositivist and constructionist interpretations. This has resulted in inconsistency in application, which indicates that flexibility comes with limitations (Meyer, 2001 ), and the open nature of case study research might be off-putting to novice researchers (Thomas, 2011 ). The development of a well-(in)formed theoretical framework to guide a case study should improve consistency, rigour, and trust in studies published in qualitative research journals (Meyer, 2001 ).

Assessment of rigour

The purpose of this study was to analyse the methodological descriptions of case studies published in qualitative methods journals. To do this we needed to develop a suitable framework, which used existing, established criteria for appraising qualitative case study research rigour (Creswell, 2013b ; Merriam, 2009 ; Stake, 1995 ). A number of qualitative authors have developed concepts and criteria that are used to determine whether a study is rigorous (Denzin & Lincoln, 2011b ; Lincoln, 1995 ; Sandelowski & Barroso, 2002 ). The criteria proposed by Stake ( 1995 ) provide a framework for readers and reviewers to make judgements regarding case study quality, and identify key characteristics essential for good methodological rigour. Although each of the factors listed in Stake's criteria could enhance the quality of a qualitative research report, in Table I we present an adapted criteria used in this study, which integrates more recent work by Merriam ( 2009 ) and Creswell ( 2013b ). Stake's ( 1995 ) original criteria were separated into two categories. The first list of general criteria is “relevant for all qualitative research.” The second list, “high relevance to qualitative case study research,” was the criteria that we decided had higher relevance to case study research. This second list was the main criteria used to assess the methodological descriptions of the case studies reviewed. The complete table has been preserved so that the reader can determine how the original criteria were adapted.

Framework for assessing quality in qualitative case study research.

Adapted from Stake ( 1995 , p. 131).

Study design

The critical review method described by Grant and Booth ( 2009 ) was used, which is appropriate for the assessment of research quality, and is used for literature analysis to inform research and practice. This type of review goes beyond the mapping and description of scoping or rapid reviews, to include “analysis and conceptual innovation” (Grant & Booth, 2009 , p. 93). A critical review is used to develop existing, or produce new, hypotheses or models. This is different to systematic reviews that answer clinical questions. It is used to evaluate existing research and competing ideas, to provide a “launch pad” for conceptual development and “subsequent testing” (Grant & Booth, 2009 , p. 93).

Qualitative methods journals were located by a search of the 2011 ISI Journal Citation Reports in Social Science, via the database Web of Knowledge (see m.webofknowledge.com). No “qualitative research methods” category existed in the citation reports; therefore, a search of all categories was performed using the term “qualitative.” In Table II , we present the qualitative methods journals located, ranked by impact factor. The highest ranked journals were selected for searching. We acknowledge that the impact factor ranking system might not be the best measure of journal quality (Cheek, Garnham, & Quan, 2006 ); however, this was the most appropriate and accessible method available.

International Journal of Qualitative Studies on Health and Well-being.

Search strategy

In March 2013, searches of the journals, Qualitative Health Research , Qualitative Research , and Qualitative Inquiry were completed to retrieve studies with “case study” in the abstract field. The search was limited to the past 5 years (1 January 2008 to 1 March 2013). The objective was to locate published qualitative case studies suitable for assessment using the adapted criterion. Viewpoints, commentaries, and other article types were excluded from review. Title and abstracts of the 45 retrieved articles were read by the first author, who identified 34 empirical case studies for review. All authors reviewed the 34 studies to confirm selection and categorization. In Table III , we present the 34 case studies grouped by journal, and categorized by research topic, including health sciences, social sciences and anthropology, and methods research. There was a discrepancy in categorization of one article on pedagogy and a new teaching method published in Qualitative Inquiry (Jorrín-Abellán, Rubia-Avi, Anguita-Martínez, Gómez-Sánchez, & Martínez-Mones, 2008 ). Consensus was to allocate to the methods category.

Outcomes of search of qualitative methods journals.

In Table III , the number of studies located, and final numbers selected for review have been reported. Qualitative Health Research published the most empirical case studies ( n= 16). In the health category, there were 12 case studies of health conditions, health services, and health policy issues, all published in Qualitative Health Research . Seven case studies were categorized as social sciences and anthropology research, which combined case study with biography and ethnography methodologies. All three journals published case studies on methods research to illustrate a data collection or analysis technique, methodological procedure, or related issue.

The methodological descriptions of 34 case studies were critically reviewed using the adapted criteria. All articles reviewed contained a description of study methods; however, the length, amount of detail, and position of the description in the article varied. Few studies provided an accurate description and rationale for using a qualitative case study approach. In the 34 case studies reviewed, three described a theoretical framework informed by Stake ( 1995 ), two by Yin ( 2009 ), and three provided a mixed framework informed by various authors, which might have included both Yin and Stake. Few studies described their case study design, or included a rationale that explained why they excluded or added further procedures, and whether this was to enhance the study design, or to better suit the research question. In 26 of the studies no reference was provided to principal case study authors. From reviewing the description of methods, few authors provided a description or justification of case study methodology that demonstrated how their study was informed by the methodological literature that exists on this approach.

The methodological descriptions of each study were reviewed using the adapted criteria, and the following issues were identified: case study methodology or method; case of something particular and case selection; contextually bound case study; researcher and case interactions and triangulation; and, study design inconsistent with methodology. An outline of how the issues were developed from the critical review is provided, followed by a discussion of how these relate to the current methodological literature.

Case study methodology or method

A third of the case studies reviewed appeared to use a case report method, not case study methodology as described by principal authors (Creswell, 2013b ; Merriam, 2009 ; Stake, 1995 ; Yin, 2009 ). Case studies were identified as a case report because of missing methodological detail and by review of the study aims and purpose. These reports presented data for small samples of no more than three people, places or phenomenon. Four studies, or “case reports” were single cases selected retrospectively from larger studies (Bronken, Kirkevold, Martinsen, & Kvigne, 2012 ; Coltart & Henwood, 2012 ; Hooghe, Neimeyer, & Rober, 2012 ; Roscigno et al., 2012 ). Case reports were not a case of something, instead were a case demonstration or an example presented in a report. These reports presented outcomes, and reported on how the case could be generalized. Descriptions focussed on the phenomena, rather than the case itself, and did not appear to study the case in its entirety.

Case reports had minimal in-text references to case study methodology, and were informed by other qualitative traditions or secondary sources (Adamson & Holloway, 2012 ; Buzzanell & D'Enbeau, 2009 ; Nagar-Ron & Motzafi-Haller, 2011 ). This does not suggest that case study methodology cannot be multimethod, however, methodology should be consistent in design, be clearly described (Meyer, 2001 ; Stake, 1995 ), and maintain focus on the case (Creswell, 2013b ).

To demonstrate how case reports were identified, three examples are provided. The first, Yeh ( 2013 ) described their study as, “the examination of the emergence of vegetarianism in Victorian England serves as a case study to reveal the relationships between boundaries and entities” (p. 306). The findings were a historical case report, which resulted from an ethnographic study of vegetarianism. Cunsolo Willox, Harper, Edge, ‘My Word’: Storytelling and Digital Media Lab, and Rigolet Inuit Community Government (2013) used “a case study that illustrates the usage of digital storytelling within an Inuit community” (p. 130). This case study reported how digital storytelling can be used with indigenous communities as a participatory method to illuminate the benefits of this method for other studies. This “case study was conducted in the Inuit community” but did not include the Inuit community in case analysis (Cunsolo Willox et al., 2013 , p. 130). Bronken et al. ( 2012 ) provided a single case report to demonstrate issues observed in a larger clinical study of aphasia and stroke, without adequate case description or analysis.

Case study of something particular and case selection

Case selection is a precursor to case analysis, which needs to be presented as a convincing argument (Merriam, 2009 ). Descriptions of the case were often not adequate to ascertain why the case was selected, or whether it was a particular exemplar or outlier (Thomas, 2011 ). In a number of case studies in the health and social science categories, it was not explicit whether the case was of something particular, or peculiar to their discipline or field (Adamson & Holloway, 2012 ; Bronken et al., 2012 ; Colón-Emeric et al., 2010 ; Jackson, Botelho, Welch, Joseph, & Tennstedt, 2012 ; Mawn et al., 2010 ; Snyder-Young, 2011 ). There were exceptions in the methods category ( Table III ), where cases were selected by researchers to report on a new or innovative method. The cases emerged through heuristic study, and were reported to be particular, relative to the existing methods literature (Ajodhia-Andrews & Berman, 2009 ; Buckley & Waring, 2013 ; Cunsolo Willox et al., 2013 ; De Haene, Grietens, & Verschueren, 2010 ; Gratton & O'Donnell, 2011 ; Sumsion, 2013 ; Wimpenny & Savin-Baden, 2012 ).

Case selection processes were sometimes insufficient to understand why the case was selected from the global population of cases, or what study of this case would contribute to knowledge as compared with other possible cases (Adamson & Holloway, 2012 ; Bronken et al., 2012 ; Colón-Emeric et al., 2010 ; Jackson et al., 2012 ; Mawn et al., 2010 ). In two studies, local cases were selected (Barone, 2010 ; Fourie & Theron, 2012 ) because the researcher was familiar with and had access to the case. Possible limitations of a convenience sample were not acknowledged. Purposeful sampling was used to recruit participants within the case of one study, but not of the case itself (Gallagher et al., 2013 ). Random sampling was completed for case selection in two studies (Colón-Emeric et al., 2010 ; Jackson et al., 2012 ), which has limited meaning in interpretive qualitative research.

To demonstrate how researchers provided a good justification for the selection of case study approaches, four examples are provided. The first, cases of residential care homes, were selected because of reported occurrences of mistreatment, which included residents being locked in rooms at night (Rytterström, Unosson, & Arman, 2013 ). Roscigno et al. ( 2012 ) selected cases of parents who were admitted for early hospitalization in neonatal intensive care with a threatened preterm delivery before 26 weeks. Hooghe et al. ( 2012 ) used random sampling to select 20 couples that had experienced the death of a child; however, the case study was of one couple and a particular metaphor described only by them. The final example, Coltart and Henwood ( 2012 ), provided a detailed account of how they selected two cases from a sample of 46 fathers based on personal characteristics and beliefs. They described how the analysis of the two cases would contribute to their larger study on first time fathers and parenting.

Contextually bound case study

The limits or boundaries of the case are a defining factor of case study methodology (Merriam, 2009 ; Ragin & Becker, 1992 ; Stake, 1995 ; Yin, 2009 ). Adequate contextual description is required to understand the setting or context in which the case is revealed. In the health category, case studies were used to illustrate a clinical phenomenon or issue such as compliance and health behaviour (Colón-Emeric et al., 2010 ; D'Enbeau, Buzzanell, & Duckworth, 2010 ; Gallagher et al., 2013 ; Hooghe et al., 2012 ; Jackson et al., 2012 ; Roscigno et al., 2012 ). In these case studies, contextual boundaries, such as physical and institutional descriptions, were not sufficient to understand the case as a holistic system, for example, the general practitioner (GP) clinic in Gallagher et al. ( 2013 ), or the nursing home in Colón-Emeric et al. ( 2010 ). Similarly, in the social science and methods categories, attention was paid to some components of the case context, but not others, missing important information required to understand the case as a holistic system (Alexander, Moreira, & Kumar, 2012 ; Buzzanell & D'Enbeau, 2009 ; Nairn & Panelli, 2009 ; Wimpenny & Savin-Baden, 2012 ).

In two studies, vicarious experience or vignettes (Nairn & Panelli, 2009 ) and images (Jorrín-Abellán et al., 2008 ) were effective to support description of context, and might have been a useful addition for other case studies. Missing contextual boundaries suggests that the case might not be adequately defined. Additional information, such as the physical, institutional, political, and community context, would improve understanding of the case (Stake, 1998 ). In Boxes 1 and 2 , we present brief synopses of two studies that were reviewed, which demonstrated a well bounded case. In Box 1 , Ledderer ( 2011 ) used a qualitative case study design informed by Stake's tradition. In Box 2 , Gillard, Witt, and Watts ( 2011 ) were informed by Yin's tradition. By providing a brief outline of the case studies in Boxes 1 and 2 , we demonstrate how effective case boundaries can be constructed and reported, which may be of particular interest to prospective case study researchers.

Article synopsis of case study research using Stake's tradition

Ledderer ( 2011 ) used a qualitative case study research design, informed by modern ethnography. The study is bounded to 10 general practice clinics in Denmark, who had received federal funding to implement preventative care services based on a Motivational Interviewing intervention. The researcher question focussed on “why is it so difficult to create change in medical practice?” (Ledderer, 2011 , p. 27). The study context was adequately described, providing detail on the general practitioner (GP) clinics and relevant political and economic influences. Methodological decisions are described in first person narrative, providing insight on researcher perspectives and interaction with the case. Forty-four interviews were conducted, which focussed on how GPs conducted consultations, and the form, nature and content, rather than asking their opinion or experience (Ledderer, 2011 , p. 30). The duration and intensity of researcher immersion in the case enhanced depth of description and trustworthiness of study findings. Analysis was consistent with Stake's tradition, and the researcher provided examples of inquiry techniques used to challenge assumptions about emerging themes. Several other seminal qualitative works were cited. The themes and typology constructed are rich in narrative data and storytelling by clinic staff, demonstrating individual clinic experiences as well as shared meanings and understandings about changing from a biomedical to psychological approach to preventative health intervention. Conclusions make note of social and cultural meanings and lessons learned, which might not have been uncovered using a different methodology.

Article synopsis of case study research using Yin's tradition

Gillard et al. ( 2011 ) study of camps for adolescents living with HIV/AIDs provided a good example of Yin's interpretive case study approach. The context of the case is bounded by the three summer camps of which the researchers had prior professional involvement. A case study protocol was developed that used multiple methods to gather information at three data collection points coinciding with three youth camps (Teen Forum, Discover Camp, and Camp Strong). Gillard and colleagues followed Yin's ( 2009 ) principles, using a consistent data protocol that enhanced cross-case analysis. Data described the young people, the camp physical environment, camp schedule, objectives and outcomes, and the staff of three youth camps. The findings provided a detailed description of the context, with less detail of individual participants, including insight into researcher's interpretations and methodological decisions throughout the data collection and analysis process. Findings provided the reader with a sense of “being there,” and are discovered through constant comparison of the case with the research issues; the case is the unit of analysis. There is evidence of researcher immersion in the case, and Gillard reports spending significant time in the field in a naturalistic and integrated youth mentor role.

This case study is not intended to have a significant impact on broader health policy, although does have implications for health professionals working with adolescents. Study conclusions will inform future camps for young people with chronic disease, and practitioners are able to compare similarities between this case and their own practice (for knowledge translation). No limitations of this article were reported. Limitations related to publication of this case study were that it was 20 pages long and used three tables to provide sufficient description of the camp and program components, and relationships with the research issue.

Researcher and case interactions and triangulation

Researcher and case interactions and transactions are a defining feature of case study methodology (Stake, 1995 ). Narrative stories, vignettes, and thick description are used to provoke vicarious experience and a sense of being there with the researcher in their interaction with the case. Few of the case studies reviewed provided details of the researcher's relationship with the case, researcher–case interactions, and how these influenced the development of the case study (Buzzanell & D'Enbeau, 2009 ; D'Enbeau et al., 2010 ; Gallagher et al., 2013 ; Gillard et al., 2011 ; Ledderer, 2011 ; Nagar-Ron & Motzafi-Haller, 2011 ). The role and position of the researcher needed to be self-examined and understood by readers, to understand how this influenced interactions with participants, and to determine what triangulation is needed (Merriam, 2009 ; Stake, 1995 ).

Gillard et al. ( 2011 ) provided a good example of triangulation, comparing data sources in a table (p. 1513). Triangulation of sources was used to reveal as much depth as possible in the study by Nagar-Ron and Motzafi-Haller ( 2011 ), while also enhancing confirmation validity. There were several case studies that would have benefited from improved range and use of data sources, and descriptions of researcher–case interactions (Ajodhia-Andrews & Berman, 2009 ; Bronken et al., 2012 ; Fincham, Scourfield, & Langer, 2008 ; Fourie & Theron, 2012 ; Hooghe et al., 2012 ; Snyder-Young, 2011 ; Yeh, 2013 ).

Study design inconsistent with methodology

Good, rigorous case studies require a strong methodological justification (Meyer, 2001 ) and a logical and coherent argument that defines paradigm, methodological position, and selection of study methods (Denzin & Lincoln, 2011b ). Methodological justification was insufficient in several of the studies reviewed (Barone, 2010 ; Bronken et al., 2012 ; Hooghe et al., 2012 ; Mawn et al., 2010 ; Roscigno et al., 2012 ; Yeh, 2013 ). This was judged by the absence, or inadequate or inconsistent reference to case study methodology in-text.

In six studies, the methodological justification provided did not relate to case study. There were common issues identified. Secondary sources were used as primary methodological references indicating that study design might not have been theoretically sound (Colón-Emeric et al., 2010 ; Coltart & Henwood, 2012 ; Roscigno et al., 2012 ; Snyder-Young, 2011 ). Authors and sources cited in methodological descriptions were inconsistent with the actual study design and practices used (Fourie & Theron, 2012 ; Hooghe et al., 2012 ; Jorrín-Abellán et al., 2008 ; Mawn et al., 2010 ; Rytterström et al., 2013 ; Wimpenny & Savin-Baden, 2012 ). This occurred when researchers cited Stake or Yin, or both (Mawn et al., 2010 ; Rytterström et al., 2013 ), although did not follow their paradigmatic or methodological approach. In 26 studies there were no citations for a case study methodological approach.

The findings of this study have highlighted a number of issues for researchers. A considerable number of case studies reviewed were missing key elements that define qualitative case study methodology and the tradition cited. A significant number of studies did not provide a clear methodological description or justification relevant to case study. Case studies in health and social sciences did not provide sufficient information for the reader to understand case selection, and why this case was chosen above others. The context of the cases were not described in adequate detail to understand all relevant elements of the case context, which indicated that cases may have not been contextually bounded. There were inconsistencies between reported methodology, study design, and paradigmatic approach in case studies reviewed, which made it difficult to understand the study methodology and theoretical foundations. These issues have implications for methodological integrity and honesty when reporting study design, which are values of the qualitative research tradition and are ethical requirements (Wager & Kleinert, 2010a ). Poorly described methodological descriptions may lead the reader to misinterpret or discredit study findings, which limits the impact of the study, and, as a collective, hinders advancements in the broader qualitative research field.

The issues highlighted in our review build on current debates in the case study literature, and queries about the value of this methodology. Case study research can be situated within different paradigms or designed with an array of methods. In order to maintain the creativity and flexibility that is valued in this methodology, clearer descriptions of paradigm and theoretical position and methods should be provided so that study findings are not undervalued or discredited. Case study research is an interdisciplinary practice, which means that clear methodological descriptions might be more important for this approach than other methodologies that are predominantly driven by fewer disciplines (Creswell, 2013b ).

Authors frequently omit elements of methodologies and include others to strengthen study design, and we do not propose a rigid or purist ideology in this paper. On the contrary, we encourage new ideas about using case study, together with adequate reporting, which will advance the value and practice of case study. The implications of unclear methodological descriptions in the studies reviewed were that study design appeared to be inconsistent with reported methodology, and key elements required for making judgements of rigour were missing. It was not clear whether the deviations from methodological tradition were made by researchers to strengthen the study design, or because of misinterpretations. Morse ( 2011 ) recommended that innovations and deviations from practice are best made by experienced researchers, and that a novice might be unaware of the issues involved with making these changes. To perpetuate the tradition of case study research, applications in the published literature should have consistencies with traditional methodological constructions, and deviations should be described with a rationale that is inherent in study conduct and findings. Providing methodological descriptions that demonstrate a strong theoretical foundation and coherent study design will add credibility to the study, while ensuring the intrinsic meaning of case study is maintained.

The value of this review is that it contributes to discussion of whether case study is a methodology or method. We propose possible reasons why researchers might make this misinterpretation. Researchers may interchange the terms methods and methodology, and conduct research without adequate attention to epistemology and historical tradition (Carter & Little, 2007 ; Sandelowski, 2010 ). If the rich meaning that naming a qualitative methodology brings to the study is not recognized, a case study might appear to be inconsistent with the traditional approaches described by principal authors (Creswell, 2013a ; Merriam, 2009 ; Stake, 1995 ; Yin, 2009 ). If case studies are not methodologically and theoretically situated, then they might appear to be a case report.

Case reports are promoted by university and medical journals as a method of reporting on medical or scientific cases; guidelines for case reports are publicly available on websites ( http://www.hopkinsmedicine.org/institutional_review_board/guidelines_policies/guidelines/case_report.html ). The various case report guidelines provide a general criteria for case reports, which describes that this form of report does not meet the criteria of research, is used for retrospective analysis of up to three clinical cases, and is primarily illustrative and for educational purposes. Case reports can be published in academic journals, but do not require approval from a human research ethics committee. Traditionally, case reports describe a single case, to explain how and what occurred in a selected setting, for example, to illustrate a new phenomenon that has emerged from a larger study. A case report is not necessarily particular or the study of a case in its entirety, and the larger study would usually be guided by a different research methodology.

This description of a case report is similar to what was provided in some studies reviewed. This form of report lacks methodological grounding and qualities of research rigour. The case report has publication value in demonstrating an example and for dissemination of knowledge (Flanagan, 1999 ). However, case reports have different meaning and purpose to case study, which needs to be distinguished. Findings of our review suggest that the medical understanding of a case report has been confused with qualitative case study approaches.

In this review, a number of case studies did not have methodological descriptions that included key characteristics of case study listed in the adapted criteria, and several issues have been discussed. There have been calls for improvements in publication quality of qualitative research (Morse, 2011 ), and for improvements in peer review of submitted manuscripts (Carter & Little, 2007 ; Jasper, Vaismoradi, Bondas, & Turunen, 2013 ). The challenging nature of editor and reviewers responsibilities are acknowledged in the literature (Hames, 2013 ; Wager & Kleinert, 2010b ); however, review of case study methodology should be prioritized because of disputes on methodological value.

Authors using case study approaches are recommended to describe their theoretical framework and methods clearly, and to seek and follow specialist methodological advice when needed (Wager & Kleinert, 2010a ). Adequate page space for case study description would contribute to better publications (Gillard et al., 2011 ). Capitalizing on the ability to publish complementary resources should be considered.

Limitations of the review

There is a level of subjectivity involved in this type of review and this should be considered when interpreting study findings. Qualitative methods journals were selected because the aims and scope of these journals are to publish studies that contribute to methodological discussion and development of qualitative research. Generalist health and social science journals were excluded that might have contained good quality case studies. Journals in business or education were also excluded, although a review of case studies in international business journals has been published elsewhere (Piekkari et al., 2009 ).

The criteria used to assess the quality of the case studies were a set of qualitative indicators. A numerical or ranking system might have resulted in different results. Stake's ( 1995 ) criteria have been referenced elsewhere, and was deemed the best available (Creswell, 2013b ; Crowe et al., 2011 ). Not all qualitative studies are reported in a consistent way and some authors choose to report findings in a narrative form in comparison to a typical biomedical report style (Sandelowski & Barroso, 2002 ), if misinterpretations were made this may have affected the review.

Case study research is an increasingly popular approach among qualitative researchers, which provides methodological flexibility through the incorporation of different paradigmatic positions, study designs, and methods. However, whereas flexibility can be an advantage, a myriad of different interpretations has resulted in critics questioning the use of case study as a methodology. Using an adaptation of established criteria, we aimed to identify and assess the methodological descriptions of case studies in high impact, qualitative methods journals. Few articles were identified that applied qualitative case study approaches as described by experts in case study design. There were inconsistencies in methodology and study design, which indicated that researchers were confused whether case study was a methodology or a method. Commonly, there appeared to be confusion between case studies and case reports. Without clear understanding and application of the principles and key elements of case study methodology, there is a risk that the flexibility of the approach will result in haphazard reporting, and will limit its global application as a valuable, theoretically supported methodology that can be rigorously applied across disciplines and fields.

Conflict of interest and funding

The authors have not received any funding or benefits from industry or elsewhere to conduct this study.

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Blog Beginner Guides 6 Types of Case Studies to Inspire Your Research and Analysis

6 Types of Case Studies to Inspire Your Research and Analysis

Written by: Ronita Mohan Sep 20, 2021

Case studies have become powerful business tools. But what is a case study? What are the benefits of creating one? Are there limitations to the format?

If you’ve asked yourself these questions, our helpful guide will clear things up. Learn how to use a case study for business. Find out how cases analysis works in psychology and research.

We’ve also got examples of case studies to inspire you.

Haven’t made a case study before? You can easily  create a case study  with Venngage’s customizable case study templates .

Click to jump ahead:

What is a case study?

6 types of case studies, what is a business case study, what is a case study in research, what is a case study in psychology, what is the case study method, benefits of case studies, limitations of case studies, faqs about case studies.

A case study is a research process aimed at learning about a subject, an event or an organization. Case studies are use in business, the social sciences and healthcare.

A case study may focus on one observation or many. It can also examine a series of events or a single case. An effective case study tells a story and provides a conclusion.

Healthcare industries write reports on patients and diagnoses. Marketing case study examples , like the one below, highlight the benefits of a business product.

Now that you know what a case study is, let’s look at the six different types of case studies next.

There are six common types of case reports. Depending on your industry, you might use one of these types.

Descriptive case studies

Explanatory case studies, exploratory case reports, intrinsic case studies, instrumental case studies, collective case reports.

We go into more detail about each type of study in the guide below.

Related:  15+ Professional Case Study Examples [Design Tips + Templates]

When you have an existing hypothesis, you can design a descriptive study. This type of report starts with a description. The aim is to find connections between the subject being studied and a theory.

Once these connections are found, the study can conclude. The results of this type of study will usually suggest how to develop a theory further.

A study like the one below has concrete results. A descriptive report would use the quantitative data as a suggestion for researching the subject deeply.

When an incident occurs in a field, an explanation is required. An explanatory report investigates the cause of the event. It will include explanations for that cause.

The study will also share details about the impact of the event. In most cases, this report will use evidence to predict future occurrences. The results of explanatory reports are definitive.

Note that there is no room for interpretation here. The results are absolute.

The study below is a good example. It explains how one brand used the services of another. It concludes by showing definitive proof that the collaboration was successful.

Another example of this study would be in the automotive industry. If a vehicle fails a test, an explanatory study will examine why. The results could show that the failure was because of a particular part.

Related: How to Write a Case Study [+ Design Tips]

An explanatory report is a self-contained document. An exploratory one is only the beginning of an investigation.

Exploratory cases act as the starting point of studies. This is usually conducted as a precursor to large-scale investigations. The research is used to suggest why further investigations are needed.

An exploratory study can also be used to suggest methods for further examination.

For example, the below analysis could have found inconclusive results. In that situation, it would be the basis for an in-depth study.

Intrinsic studies are more common in the field of psychology. These reports can also be conducted in healthcare or social work.

These types of studies focus on a unique subject, such as a patient. They can sometimes study groups close to the researcher.

The aim of such studies is to understand the subject better. This requires learning their history. The researcher will also examine how they interact with their environment.

For instance, if the case study below was about a unique brand, it could be an intrinsic study.

Once the study is complete, the researcher will have developed a better understanding of a phenomenon. This phenomenon will likely not have been studied or theorized about before.

Examples of intrinsic case analysis can be found across psychology. For example, Jean Piaget’s theories on cognitive development. He established the theory from intrinsic studies into his own children.

Related: What Disney Villains Can Tell Us About Color Psychology [Infographic]

This is another type of study seen in medical and psychology fields. Instrumental reports are created to examine more than just the primary subject.

When research is conducted for an instrumental study, it is to provide the basis for a larger phenomenon. The subject matter is usually the best example of the phenomenon. This is why it is being studied.

Take the example of the fictional brand below.

Assume it’s examining lead generation strategies. It may want to show that visual marketing is the definitive lead generation tool. The brand can conduct an instrumental case study to examine this phenomenon.

Collective studies are based on instrumental case reports. These types of studies examine multiple reports.

There are a number of reasons why collective reports are created:

• To provide evidence for starting a new study
• To find pattens between multiple instrumental reports
• To find differences in similar types of cases
• Gain a deeper understanding of a complex phenomenon
• Understand a phenomenon from diverse contexts

A researcher could use multiple reports, like the one below, to build a collective case report.

Related: 10+ Case Study Infographic Templates That Convert

A business or marketing case study aims at showcasing a successful partnership. This can be between a brand and a client. Or the case study can examine a brand’s project.

There is a perception that case studies are used to advertise a brand. But effective reports, like the one below, can show clients how a brand can support them.

Hubspot created a case study on a customer that successfully scaled its business. The report outlines the various Hubspot tools used to achieve these results.

Hubspot also added a video with testimonials from the client company’s employees.

So, what is the purpose of a case study for businesses? There is a lot of competition in the corporate world. Companies are run by people. They can be on the fence about which brand to work with.

Business reports  stand out aesthetically, as well. They use  brand colors  and brand fonts . Usually, a combination of the client’s and the brand’s.

With the Venngage  My Brand Kit  feature, businesses can automatically apply their brand to designs.

A business case study, like the one below, acts as social proof. This helps customers decide between your brand and your competitors.

Don’t know how to design a report? You can learn  how to write a case study  with Venngage’s guide. We also share design tips and examples that will help you convert.

Related: 55+ Annual Report Design Templates, Inspirational Examples & Tips [Updated]

Research is a necessary part of every case study. But specific research fields are required to create studies. These fields include user research, healthcare, education, or social work.

For example, this UX Design  report examined the public perception of a client. The brand researched and implemented new visuals to improve it. The study breaks down this research through lessons learned.

Clinical reports are a necessity in the medical field. These documents are used to share knowledge with other professionals. They also help examine new or unusual diseases or symptoms.

The pandemic has led to a significant increase in research. For example,  Spectrum Health  studied the value of health systems in the pandemic. They created the study by examining community outreach.

The pandemic has significantly impacted the field of education. This has led to numerous examinations on remote studying. There have also been studies on how students react to decreased peer communication.

Social work case reports often have a community focus. They can also examine public health responses. In certain regions, social workers study disaster responses.

You now know what case studies in various fields are. In the next step of our guide, we explain the case study method.

In the field of psychology, case studies focus on a particular subject. Psychology case histories also examine human behaviors.

Case reports search for commonalities between humans. They are also used to prescribe further research. Or these studies can elaborate on a solution for a behavioral ailment.

The American Psychology Association  has a number of case studies on real-life clients. Note how the reports are more text-heavy than a business case study.

Famous psychologists such as Sigmund Freud and Anna O popularised the use of case studies in the field. They did so by regularly interviewing subjects. Their detailed observations build the field of psychology.

It is important to note that psychological studies must be conducted by professionals. Psychologists, psychiatrists and therapists should be the researchers in these cases.

Related: What Netflix’s Top 50 Shows Can Teach Us About Font Psychology [Infographic]

The case study method, or case method, is a learning technique where you’re presented with a real-world business challenge and asked how you’d solve it.

After working through it independently and with peers, you learn how the actual scenario unfolded. This approach helps develop problem-solving skills and practical knowledge.

This method often uses various data sources like interviews, observations, and documents to provide comprehensive insights. The below example would have been created after numerous interviews.

Case studies are largely qualitative. They analyze and describe phenomena. While some data is included, a case analysis is not quantitative.

There are a few steps in the case method. You have to start by identifying the subject of your study. Then determine what kind of research is required.

In natural sciences, case studies can take years to complete. Business reports, like this one, don’t take that long. A few weeks of interviews should be enough.

The case method will vary depending on the industry. Reports will also look different once produced.

As you will have seen, business reports are more colorful. The design is also more accessible . Healthcare and psychology reports are more text-heavy.

Designing case reports takes time and energy. So, is it worth taking the time to write them? Here are the benefits of creating case studies.

• Collects large amounts of information
• Helps formulate hypotheses
• Builds the case for further research
• Discovers new insights into a subject
• Builds brand trust and loyalty
• Engages customers through stories

For example, the business study below creates a story around a brand partnership. It makes for engaging reading. The study also shows evidence backing up the information.

We’ve shared the benefits of why studies are needed. We will also look at the limitations of creating them.

Related: How to Present a Case Study like a Pro (With Examples)

There are a few disadvantages to conducting a case analysis. The limitations will vary according to the industry.

• Responses from interviews are subjective
• Subjects may tailor responses to the researcher
• Studies can’t always be replicated
• In certain industries, analyses can take time and be expensive
• Risk of generalizing the results among a larger population

These are some of the common weaknesses of creating case reports. If you’re on the fence, look at the competition in your industry.

Other brands or professionals are building reports, like this example. In that case, you may want to do the same.

What makes a case study a case study?

A case study has a very particular research methodology. They are an in-depth study of a person or a group of individuals. They can also study a community or an organization. Case reports examine real-world phenomena within a set context.

How long should a case study be?

The length of studies depends on the industry. It also depends on the story you’re telling. Most case studies should be at least 500-1500 words long. But you can increase the length if you have more details to share.

What should you ask in a case study?

The one thing you shouldn’t ask is ‘yes’ or ‘no’ questions. Case studies are qualitative. These questions won’t give you the information you need.

Ask your client about the problems they faced. Ask them about solutions they found. Or what they think is the ideal solution. Leave room to ask them follow-up questions. This will help build out the study.

How to present a case study?

When you’re ready to present a case study, begin by providing a summary of the problem or challenge you were addressing. Follow this with an outline of the solution you implemented, and support this with the results you achieved, backed by relevant data. Incorporate visual aids like slides, graphs, and images to make your case study presentation more engaging and impactful.

Now you know what a case study means, you can begin creating one. These reports are a great tool for analyzing brands. They are also useful in a variety of other fields.

Use a visual communication platform like Venngage to design case studies. With Venngage’s templates, you can design easily. Create branded, engaging reports, all without design experience.

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What Is a Case Study? Definition, Examples, Types & Methods

What is the definition of a case study.

A case study is typically a research paper to generate an in-depth and multi-faced understanding of any complicated issue in a life scenario. It is a well-written research design that is very commonly used in a wide range of disciplines.

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Also Read:  A Complete Guide to Writing an Effective Case Study

Case Study Examples

• Marketing case study examples: Case studies in marketing are written to show your success, and you must always prominently showcase your buoyant suits. You can use bright, bold colours with many contesting fonts, shapes, and simple icons to highlight your case study.
• You need to highlight your big win on the 2nd page with a bright orange colour with highlighted circles.
• Make the essential data stand out exceptionally to track your prospective customers.
• Marketing all the critical data is very important in your marketing case study.

Use a straightforward and crystal clear layout of the case study.

• Using a straightforward layout in any case study is very effective. For example, keeping a spotless white background and drawing slim lines helps to separate these sections in a specific way for formatting the case study.
• Making the information clear helps draw attention to the results and helps to improve the accessibility of the design.
• The case study examples must sit nicely with more extended reports and a consistent layout.

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What Are the Types of Case Studies?

Case studies can be categorized into several types based on their focus and purpose. Here are some common types of case studies:

• Collective Case Studies : These types of case studies involve investigating any group of individuals. Here, the researchers need to study a group of people in a specific setting or any community. Ex: Psychologists must explore how access to the resources in any society can affect people’s mental wellness.
• Descriptive Case Studies: These involve starting with any descriptive theory. The subjects are then observed, and the gathered information is compared to the preexisting approaches.
• Explanatory Case Studies: These types of case studies are primarily used to conduct any casual investigation. Here, the researchers are more interested in looking for the factors that caused specific results.
• Exploratory Case Studies : These case studies are conducted when researchers want to explore a new or relatively unexplored topic. They are more open-ended and aim to generate hypotheses and ideas for further research.
• Instrumental Case Studies : These case studies are selected because they provide insights into a broader issue or theory. The case is used as a means to investigate a more general phenomenon.
• Intrinsic Case Studies : In these case studies, the case itself is of particular interest due to its uniqueness or rarity. The goal is not to generalize findings to a larger population but to understand the specific case deeply.
• Pilot Case Studies : Pilot case studies are conducted as a preliminary investigation before launching a larger study. They help researchers refine their research questions, methods, and procedures.
• Problem-Oriented Case Studies : These case studies focus on solving a specific problem or addressing a particular issue. Researchers aim to provide practical solutions based on their analysis of the case.
• Ethnographic Case Studies : Ethnographic case studies involve immersing the researcher in the subject’s environment to gain an in-depth cultural understanding. This is often used in anthropology and sociology.
• Longitudinal Case Studies : Longitudinal studies involve observing and analyzing a case over an extended period of time. This allows researchers to track changes, developments, and trends that occur over time.
• Comparative Case Studies : Comparative case studies involve comparing two or more cases to draw similarities, differences, and patterns between them. This type of study is often used to test hypotheses or theories.
• Critical Instance Case Studies : Critical instance cases are chosen because they represent a crucial or pivotal event that can provide insights into a larger issue or theory.

Each type of case study serves a different purpose and is designed to answer specific research questions. Researchers choose the type of case study that best aligns with their objectives and the nature of the phenomenon they are investigating.

Also, Check Out –  Why Is Everyone Talking About Case Study Help?

What Are the Methods of a Case Study?

A   case study research   is a qualitative research design. It is often used in the social sciences since it involves observing the cases or subjects in their settings with the most minor interference from the researcher.

In the case study method, the researchers pose a definite question raging any individual or group for testing their hypotheses or theories. This is done by gathering data from the interviews with the essential data.

Case study research is a perfect way to understand the nuances of any matter often neglected in quantitative research methods. A case study is distinct from any other qualitative study in the following ways:

• Focused on the effect of any set of circumstances in any group or any individual
• It mostly begins with any specific question regarding one or more cases
• It usually focuses on the individual accounts and its experiences

The primary features of case study research methods are as follows:

• The case study methods   must involve the researcher asking a few questions of one person or a small group of people who are known as the respondents for testing the survey.
• The case study in the research mythology might apply triangulation to collect data. It is then analyzed and interpreted to form a hypothesis to be tested through further research or validated by other researchers.
• Concepts are defined using objective language with references to the Preconceived Notions. These individuals may have about them. A researcher sets out to discover by asking any specific question on how people think about their findings.
• The case study method needs a clear concept and theory to guide the processes. A well-organized research question is fundamental while conducting any case study since its results depend on it. The best approach for answering the research questions is challenging the preexisting theories, assumptions or hypotheses.

Benefits and Limitations of Case Studies

The benefits of case studies are as follows:

• Case studies give many details to be collected and will be easily obtained by the other research designs. The collected data is mostly richer than that can be funded via different experimental methods.
• Case studies are primarily conducted on the rare cases where more extensive samples of similar participants are unavailable.
• Within certain case studies, scientific experiments can also be conducted.
• The case studies can also help the experimenters adapt the ideas and produce novel hypotheses for later testing.

Disadvantages of Case Studies

• One of the main criticisms in case studies is that the collected data cannot necessarily be generated for any broader population. This can lead to data being collected over any case study that is only sometimes relevant or useful.
• Some of the case studies still need to be scientific. Many scientists used case studies for conducting several experiments, the results of which were only sometimes very successful.
• Case studies are primarily based on one person, so it can be only one experimenter who is collecting the data. This can lead to a bias in data collection that can influence the results in frequent designs.
• Drawing any definite cause or effect from many case studies is sometimes challenging.

Importance of Case Study

• A case study is a particular research h method involving an up-close and in-depth investigation of any subject, and it is related to a contextual position. These are produced by following a research form. The case study helps in bringing the understanding of any complex issue. This can extend experience or add strength to the already existing knowledge via the previous research. The contextual analysis revolves around a small number of events or situations.
• Researchers have used case studies for an extended period, and they have been successfully applied in various disciplines like social sciences.

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The mpox strain spreading now is different from the one in 2022: Here's what to know

The World Health Organization’s decision to declare mpox a global public health emergency for the second time in two years may seem like déjà vu — but there are key differences between the strain that’s causing international concern now and the one that spread in 2022.

Mpox, formerly known as monkeypox, is a viral infection characterized by painful lesions. It’s spread by direct contact with an infected person, animal or contaminated items like clothing or bedding.

The virus is classified into two distinct groups: clade I and clade II. 

Clade II was responsible for the 2022 outbreak, which has led to around 100,000 cases worldwide . 

But now, a version of clade I has spread internationally. The outbreak started in January 2023 in the Democratic Republic of Congo, and has since reached 12 other countries in the region.

On Thursday, Sweden confirmed the first known infection of clade I outside Africa , though Swedish health officials said the person was infected while spending time in Africa. Health authorities in Pakistan also confirmed a case of mpox on Friday but have not identified the strain yet. 

Clade I is more transmissible than clade II and capable of being more severe, so infectious disease experts are concerned about further international spread.

“We should have learned a lesson from 2022 that an infection anywhere is potentially an infection everywhere,” said Anne Rimoin, an epidemiology professor at the University of California, Los Angeles Fielding School of Public Health.

How does this version of mpox spread?

Mpox has historically spread in a few ways. The first is through close, personal contact with an infected person, such as skin-to-skin contact with rashes or with saliva or mucus. The second is via contact with contaminated materials. And the third is contact with infected animals: hunting, trapping or cooking them, touching sick rodents or getting bitten or scratched. 

In 2022, the version of clade II that spread globally, dubbed clade IIb, was passed primarily through sexual contact, particularly among men who have sex with men.

In the Democratic Republic of Congo recently, clade Ib has also been spreading through sexual contact among female sex workers and men who have sex with men. Research that hasn’t yet been published or peer reviewed linked an outbreak in an eastern mining town in Congo to professional sex work in bars.

But that’s not the only way the virus is being transmitted. Dr. Stuart Isaacs, an associate professor of medicine at the University of Pennsylvania, said much of the spread of clade I could be due to exposure to animals and transmission within households, but limited surveillance in the regions where the virus is make it difficult to know for sure. 

Isaacs said there’s early evidence that clade Ib has certain “properties that are allowing it to spread more readily person to person.”

How severe are the recent cases?

In the past, outbreaks of clade I have been deadlier than clade 2, killing up to 10% of people who got sick . But more recent outbreaks have had lower death rates. Out of an estimated 22,000 cases in this outbreak in Congo , more than 1,200 people have died — which puts the fatality rate at just above 5%. 

By comparison, clade II outbreaks in Africa have generally had a mortality rate of around 1%, and just 0.2% of cases linked to the 2022 global outbreak were fatal.

Rimoin said the disease’s severity “can have less to do with the actual clade and more to do with route of transmission, the immune system of the individual, the source of the infection.” 

The threat in the U.S. could be milder than in Africa, according to Marc Siegel, an associate professor of medicine at the George Washington School of Medicine and Health Sciences.

“The underlying health conditions of the population in the DRC are probably contributing to the current case fatality rate,” he said, using the acronym for the Democratic Republic of Congo. “With less malnutrition and better access to health care resources, I would imagine that the case fatality rate will not be as high as we’re seeing in the DRC.”

Vaccines for mpox are also widely available in the U.S., following a major rollout effort in 2022. Two doses of the mpox vaccine or a previous clade II infection should protect against severe illness from clade I, the Department of Health and Human Service said Wednesday.

Do mpox symptoms differ between the clades?

Symptoms of the two mpox clades can be difficult to distinguish from each other.

The illness generally starts with a rash that progresses to small bumps on the skin, followed by blisters that fill with whitish fluid — a hallmark of the disease — and eventually scab over. People may also experience a fever, headache, muscle aches, back pain, low energy and swollen lymph nodes.

These symptoms often disappear on their own within a few weeks. But in severe cases, people may develop larger, more widespread lesions, secondary bacterial infections, pneumonia, heart inflammation or swelling of the brain. Immunocompromised people may develop atypical symptoms and have a greater risk of hospitalization and death. 

Historically, mpox lesions have tended to appear on the face, chest, palms of the hands and the soles of the feet. But during the 2022 outbreak, people frequently developed lesions around the genital and anal region or inside the mouth and throat, presumably because of how the virus was spreading at the time . The lesions were also fewer in number and less pronounced overall.

Some cases of this nature have also been detected in the current outbreak in Congo. 

“There is talk that there are more people that have lesions around the genitals this time around than previous clade I outbreaks,” said Amira Albert Roess, a professor of global health and epidemiology at George Mason University. “It’s going to take us some time to really understand what may be going on here.”

Aria Bendix is the breaking health reporter for NBC News Digital.

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Reforestation to capture carbon could be done much more cheaply, study says

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• New research shows that a mix of natural forest regrowth and tree planting could remove up to 10 times more carbon at $20 per metric ton than previously estimated by the IPCC, the U.N.’s climate science panel.
• The study found that natural regeneration is more cost-effective in 46% of suitable areas, while tree planting is better in 54%, suggesting a tailored approach could maximize carbon capture.
• Researchers estimate that using the most cost-effective method in each location could remove 31.4 billion metric tons of CO2 over 30 years at less than $50 per metric ton.
• While the findings are promising, experts caution that reforestation alone can’t solve the climate crisis and emphasize the need to consider biodiversity and other ecological factors alongside cost-effectiveness.

Trees are allies in the struggle against climate change, and regrowing forests to capture carbon may be cheaper than we thought. According to new research published in Nature Climate Change , a strategic mix of natural regrowth and tree planting could be the most cost-effective way to capture carbon.

Researchers analyzed reforestation projects in 138 low- and middle-income countries to compare the costs of different reforestation approaches. They found it’s possible to remove 10 times more carbon at $20 per metric ton, and almost three times more at $50, compared to what the Intergovernmental Panel on Climate Change (IPCC) had previously estimated .

Neither natural regeneration nor tree planting consistently outperforms the other. Instead, the most cost-effective method varies depending on local conditions. Natural regeneration, which involves letting forests regrow on their own, is cheaper in about 46% of suitable areas. Tree planting, on the other hand, is more cost-effective in 54% of areas.

“Natural regeneration is more cost-effective in areas where tree planting is expensive, regrowing forests accumulate carbon more quickly, or timber infrastructure is distant,” said lead author Jonah Busch, who conducted the study while working for Conservation International. “On the other hand, plantations outperform in areas far from natural seed sources, or where more of the carbon from harvested wood is stored in long-lasting products.”

The research team estimates that by using the cheapest method in each location, we could remove a staggering 31.4 billion metric tons of carbon dioxide from the atmosphere over 30 years, at a cost of less than $50 per metric ton. This is about 40% more carbon removal than if only one method was used universally.

“It’s exciting that the opportunity for low-cost reforestation appears much more plentiful than previously thought; this suggests reforestation projects are worth a second look by communities that might have prejudged them to be cost prohibitive,” said Busch. “While reforestation can’t be the only solution to climate change, our findings suggest it should be a bigger piece of the puzzle than previously thought.”

To reach these conclusions, the research team gathered data from hundreds of reforestation projects and used machine-learning techniques to map costs across different areas at a 1-kilometer (0.6-mile) resolution. This detailed approach allowed them to consider crucial factors such as tree growth rates and potential species in different regions.

Ecologist Robin Chazdon, who wasn’t involved in the research, praised the comprehensive approach but highlighted important considerations beyond cost-effectiveness.

“These eye-opening findings add nuance and complexity to our understanding of the net costs of carbon storage for naturally regenerating forests and monoculture plantations,” Chazdon said. However, she emphasized that “the relative costs of carbon storage should not be the only factor to consider regarding spatial planning of reforestation.”

Chazdon pointed out some of the ecological trade-offs involved in different reforestation methods. Monoculture tree plantations, while potentially cost-effective in certain areas, often create excessive water demand and provide poor opportunities for native biodiversity conservation. In contrast, naturally regenerating forests typically offer a wider range of ecosystem services and better support local biodiversity.

“Ultimately, these environmental costs and benefits — which can be difficult to monetize — need to be incorporated in decisions regarding how and where to grow plantations or foster natural regeneration,” Chazdon said.

The study’s authors acknowledge these limitations and suggest several directions for future research. They propose extending the analysis to high-income countries and exploring other forms of reforestation, such as agroforestry or planting patches of trees and allowing the rest of an area to regrow naturally.

Additionally, the researchers emphasize the need to integrate their findings on cost-effectiveness with data on biodiversity, livelihoods and other societal needs to guide reforestation efforts in different contexts.

While the study’s findings are promising, the researchers caution that reforestation alone won’t solve the climate crisis. Even at its maximum potential, reforestation would only remove as much carbon dioxide in 30 years as eight months of current global emissions.

Reforestation is very important, but it won’t solve climate change on its own, Busch said. Ultimately, “we still need to reduce emissions from fossil fuels.”

Banner image of two men planting trees in the Yokadouma Council Forest, Cameroon. Image courtesy WWF.

Liz Kimbrough  is a staff writer for Mongabay and holds a Ph.D. in ecology and evolutionary biology from Tulane University, where she studied the microbiomes of trees. View more of her reporting  here .

How to pick a tree-planting project? Mongabay launches transparency tool to help supporters decide

Busch, J., Bukoski, J. J., Cook-Patton, S. C., Griscom, B., Kaczan, D., Potts, M. D., … Vincent, J. R. (2024). Cost-effectiveness of natural forest regeneration and plantations for climate mitigation.  Nature Climate Change , 1-7. doi: 10.1038/s41558-024-02068-1

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What happened in the Kolkata rape case that triggered doctors’ protests?

Activists and doctors in India demand better safeguarding of women and medical professionals after a trainee medic was raped and murdered in Kolkata.

Activists and doctors across India continued to protest on Wednesday to demand justice for a female doctor, who was raped and murdered while on duty in a hospital in the eastern city of Kolkata.

Feminist groups rallied on the streets in protests titled “Reclaim the Night” in Kolkata overnight on Wednesday – on the eve of India’s independence day – in solidarity with the victim, demanding the principal of RG Kar Medical College resign. Some feminist protesters also marched well beyond Kolkata, including in the capital Delhi.

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While the protests were largely peaceful, a small mob of men stormed the medical college and vandalised property. This group was dispersed by the police.

This comes after two days of nationwide protests by doctors following the incident at RG Kar Medical College in West Bengal’s capital city. “Sit-in demonstrations and agitation in the hospital campus will continue,” one of the protesting doctors, identified as Dr Mridul, told Al Jazeera.

Services in some medical centres were halted indefinitely, and marches and vigils shed light on issues of sexual violence, as well as doctors’ safety in the world’s most populous nation.

What happened to the doctor in Kolkata?

A 31-year-old trainee doctor’s dead body, bearing multiple injuries, was found on August 9 in a government teaching hospital in Kolkata.

The parents of the victim were initially told “by hospital authorities that their daughter had committed suicide,” lawyer and women’s rights activist Vrinda Grover told Al Jazeera. But an autopsy confirmed that the victim was raped and killed.

Grover has appeared for victims in sexual violence cases in India in the past, including Bilkis Bano , a Muslim woman who was gang-raped during the 2002 Gujarat riots, and Soni Sori, a tribal activist based in Chhattisgarh state.

Thousands of doctors marched in Kolkata on Monday, demanding better security measures and justice for the victim.

On Tuesday, the Kolkata High Court transferred the case to the Central Bureau of Investigation (CBI).

The Federation of Resident Doctors Association (FORDA) called for a nationwide halting of elective services in hospitals starting on Monday. Elective services are medical treatments that can be deferred or are not deemed medically necessary.

On Tuesday, FORDA announced on its X account that it is calling off the strike after Health Minister Jagat Prakash Nadda accepted protest demands.

One of these demands was solidifying the Central Protection Act, intended to be a central law to protect medical professionals from violence, which was proposed in the parliament’s lower house in 2022, but has not yet been enacted.

FORDA said that the ministry would begin working on the Act within 15 days of the news release, and that a written statement from the ministry was expected to be released soon.

Press release regarding call off of strike. In our fight for the sad incident at R G Kar, the demands raised by us have been met in full by the @OfficeofJPNadda , with concrete steps in place, and not just verbal assurances. Central Healthcare Protection Act ratification… pic.twitter.com/OXdSZgM1Jc — FORDA INDIA (@FordaIndia) August 13, 2024

Why are some Indian doctors continuing to protest?

However, other doctors’ federations and hospitals have said they will not back down on the strike until a concrete solution is found, including a central law to curb attacks on doctors.

Those continuing to strike included the Federation of All India Medical Associations (FAIMA), Delhi-based All India Institute Of Medical Sciences (AIIMS) and Indira Gandhi Hospital, local media reported.

Ragunandan Dixit, the general secretary of the AIIMS Resident Doctors’ Association, said that the indefinite strike will continue until their demands are met, including a written guarantee of the implementation of the Central Protection Act.

Medical professionals in India want a central law that makes violence against doctors a non-bailable, punishable offence, in hopes that it deters such violent crimes against doctors in the future.

Those continuing to protest also call for the dismissal of the principal of the college, who was transferred. “We’re demanding his termination, not just transfer,” Dr Abdul Waqim Khan, a protesting doctor told ANI news agency. “We’re also demanding a death penalty for the criminal,” he added.

“Calling off the strike now would mean that female resident doctors might never receive justice,” Dr Dhruv Chauhan, member of the National Council of the Indian Medical Association’s Junior Doctors’ Network told local news agency Press Trust of India (PTI).

Which states in India saw doctors’ protests?

While the protests started in West Bengal’s Kolkata on Monday, they spread across the country on Tuesday.

The capital New Delhi, union territory Chandigarh, Uttar Pradesh capital Lucknow and city Prayagraj, Bihar capital Patna and southern state Goa also saw doctors’ protests.

Who is the suspect in the Kolkata rape case?

Local media reported that the police arrested suspect Sanjoy Roy, a civic volunteer who would visit the hospital often. He has unrestricted access to the ward and the police found compelling evidence against him.

The parents of the victim told the court that they suspect that it was a case of gang rape, local media reported.

Why is sexual violence on the rise in India?

Sexual violence is rampant in India, where 90 rapes were reported on average every day in 2022.

Laws against sexual violence were made stricter following a rape case in 2012, when a 22-year-old physiotherapy intern was brutally gang-raped and murdered on a bus in Delhi. Four men were hanged for the gang rape, which had triggered a nationwide protests.

But despite new laws in place, “the graph of sexual violence in India continues to spiral unabated,” said Grover.

She added that in her experience at most workplaces, scant attention is paid to diligent and rigorous enforcement of the laws.

“It is regrettable that government and institutions respond only after the woman has already suffered sexual assault and often succumbed to death in the incident,” she added, saying preventive measures are not taken.

In many rape cases in India, perpetrators have not been held accountable. In 2002, Bano was raped by 11 men, who were sentenced to life imprisonment. In 2022, the government of Prime Minister Narendra Modi authorised the release of the men, who were greeted with applause and garlands upon their release.

However, their remission was overruled and the Supreme Court sent the rapists back to jail after public outcry.

Grover believes that the death penalty will not deter rapists until India addresses the deeply entrenched problem of sexual violence. “For any change, India as a society will have to confront and challenge, patriarchy, discrimination and inequality that is embedded in our homes, families, cultural practices, social norms and religious traditions”.

What makes this case particularly prominent is that it happened in Kolkata, Sandip Roy, a freelance contributor to NPR, told Al Jazeera. “Kolkata actually prided itself for a long time on being really low in the case of violence against women and being relatively safe for women.”

A National Crime Records Bureau (NCRB) report said that Kolkata had the lowest number of rape cases in 2021 among 19 metropolitan cities, with 11 cases in the whole year. In comparison, New Delhi was reported to have recorded 1, 226 cases that year.

Prime Minister Modi’s governing Bharatiya Janata Party (BJP) has called for dismissing the government in West Bengal, where Kolkata is located, led by Mamata Banerjee of All India Trinamool Congress (AITC). Banerjee’s party is part of the opposition alliance.

Rahul Gandhi, the leader of the opposition in parliament, also called for justice for the victim.

“The attempt to save the accused instead of providing justice to the victim raises serious questions on the hospital and the local administration,” he posted on X on Wednesday.

Roy spoke about the politicisation of the case since an opposition party governs West Bengal. “The local government’s opposition will try to make this an issue of women’s safety in the state,” he said.

Have doctors in India protested before?

Roy explained to Al Jazeera that this case is an overlap of two kinds of violence, the violence against a woman, as well as violence against “an overworked medical professional”.

Doctors in India do not have sufficient workplace security, and attacks on doctors have started protests in India before.

In 2019, two junior doctors were physically assaulted in Kolkata’s Nil Ratan Sircar Medical College and Hospital (NRSMCH) by a mob of people after a 75-year-old patient passed away in the hospital.

Those attacks set off doctors’ protests in Kolkata, and senior doctors in West Bengal offered to resign from their positions to express solidarity with the junior doctors who were attacked.

More than 75 percent of Indian doctors have faced some form of violence, according to a survey by the Indian Medical Association in 2015.

What happens next?

The case will now be handled by the CBI, which sent a team to the hospital premises to inspect the crime scene on Wednesday morning, local media reported.

According to Indian law, the investigation into a case of rape or gang rape is to be completed within two months from the date of lodging of the First Information Report (police complaint), according to Grover, the lawyer.

The highest court in West Bengal, which transferred the case from the local police to the CBI on Tuesday, has directed the central investigating agency to file periodic status reports regarding the progress of the investigation.

The FIR was filed on August 9, which means the investigation is expected to be completed by October 9.

Bengal women will create history with a night long protest in various major locations in the state for at 11.55pm on 14th of August’24,the night that’ll mark our 78th year as an independent country. The campaign, 'Women, Reclaim the Night: The Night is Ours', is aimed at seeking… pic.twitter.com/Si9fd6YGNb — purpleready (@epicnephrin_e) August 13, 2024

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• Published: 14 August 2024

A Scottish provenance for the Altar Stone of Stonehenge

• Anthony J. I. Clarke   ORCID: orcid.org/0000-0002-0304-0484 1 ,
• Christopher L. Kirkland   ORCID: orcid.org/0000-0003-3367-8961 1 ,
• Richard E. Bevins 2 ,
• Nick J. G. Pearce   ORCID: orcid.org/0000-0003-3157-9564 2 ,
• Stijn Glorie 3 &
• Rob A. Ixer 4  

Nature volume  632 ,  pages 570–575 ( 2024 ) Cite this article

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• Archaeology

Understanding the provenance of megaliths used in the Neolithic stone circle at Stonehenge, southern England, gives insight into the culture and connectivity of prehistoric Britain. The source of the Altar Stone, the central recumbent sandstone megalith, has remained unknown, with recent work discounting an Anglo-Welsh Basin origin 1 , 2 . Here we present the age and chemistry of detrital zircon, apatite and rutile grains from within fragments of the Altar Stone. The detrital zircon load largely comprises Mesoproterozoic and Archaean sources, whereas rutile and apatite are dominated by a mid-Ordovician source. The ages of these grains indicate derivation from an ultimate Laurentian crystalline source region that was overprinted by Grampian (around 460 million years ago) magmatism. Detrital age comparisons to sedimentary packages throughout Britain and Ireland reveal a remarkable similarity to the Old Red Sandstone of the Orcadian Basin in northeast Scotland. Such a provenance implies that the Altar Stone, a 6 tonne shaped block, was sourced at least 750 km from its current location. The difficulty of long-distance overland transport of such massive cargo from Scotland, navigating topographic barriers, suggests that it was transported by sea. Such routing demonstrates a high level of societal organization with intra-Britain transport during the Neolithic period.

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Stonehenge, the Neolithic standing stone circle located on the Salisbury Plain in Wiltshire, England, offers valuable insight into prehistoric Britain. Construction at Stonehenge began as early as 3000  bc , with subsequent modifications during the following two millennia 3 , 4 . The megaliths of Stonehenge are divided into two major categories: sarsen stones and bluestones (Fig. 1a ). The larger sarsens comprise duricrust silcrete predominantly sourced from the West Woods, Marlborough, approximately 25 km north of Stonehenge 5 , 6 . Bluestone, the generic term for rocks considered exotic to the local area, includes volcanic tuff, rhyolite, dolerite and sandstone lithologies 4 (Fig. 1a ). Some lithologies are linked with Neolithic quarrying sites in the Mynydd Preseli area of west Wales 7 , 8 . An unnamed Lower Palaeozoic sandstone, associated with the west Wales area on the basis of acritarch fossils 9 , is present only as widely disseminated debitage at Stonehenge and possibly as buried stumps (Stones 40g and 42c).

a , Plan view of Stonehenge showing exposed constituent megaliths and their provenance. The plan of Stonehenge was adapted from ref.  6 under a CC BY 4.0 license. Changes in scale and colour were made, and annotations were added. b , An annotated photograph shows the Altar Stone during a 1958 excavation. The Altar Stone photograph is from the Historic England archive. Reuse is not permitted.

The central megalith of Stonehenge, the Altar Stone (Stone 80), is the largest of the bluestones, measuring 4.9 × 1.0 × 0.5 m, and is a recumbent stone (Fig. 1b ), weighing 6 t and composed of pale green micaceous sandstone with distinctive mineralogy 1 , 2 , 10 (containing baryte, calcite and clay minerals, with a notable absence of K-feldspar) (Fig. 2 ).

Minerals with a modal abundance above 0.5% are shown with compositional values averaged across both thin sections. U–Pb ablation pits from laser ablation inductively coupled plasma mass spectrometry (LA-ICP–MS) are shown with age (in millions of years ago, Ma), with uncertainty at the 2 σ level.

Previous petrographic work on the Altar Stone has implied an association to the Old Red Sandstone 10 , 11 , 12 (ORS). The ORS is a late Silurian to Devonian sedimentary rock assemblage that crops out widely throughout Great Britain and Ireland (Extended Data Fig. 1 ). ORS lithologies are dominated by terrestrial siliciclastic sedimentary rocks deposited in continental fluvial, lacustrine and aeolian environments 13 . Each ORS basin reflects local subsidence and sediment infill and thus contains proximal crystalline signatures 13 , 14 .

Constraining the provenance of the Altar Stone could give insights into the connectivity of Neolithic people who left no written record 15 . When the Altar Stone arrived at Stonehenge is uncertain; however, it may have been placed within the central trilithon horseshoe during the second construction phase around 2620–2480  bc 3 . Whether the Altar Stone once stood upright as an approximately 4 m high megalith is unclear 15 ; nevertheless, the current arrangement has Stones 55b and 156 from the collapsed Great Trilithon resting atop the prone and broken Altar Stone (Fig. 1b ).

An early proposed source for the Altar Stone from Mill Bay, Pembrokeshire (Cosheston Subgroup of the Anglo-Welsh ORS Basin), close to the Mynydd Preseli source of the doleritic and rhyolitic bluestones, strongly influenced the notion of a sea transport route via the Bristol Channel 12 . However, inconsistencies in petrography and detrital zircon ages between the Altar Stone and the Cosheston Subgroup have ruled this source out 1 , 11 . Nonetheless, a source from elsewhere in the ORS of the Anglo-Welsh Basin was still considered likely, with an inferred collection and overland transport of the Altar Stone en route to Stonehenge from the Mynydd Preseli 1 . However, a source from the Senni Formation (Cosheston Subgroup) is inconsistent with geochemical and petrographic data, which shows that the Anglo-Welsh Basin is highly unlikely to be the source 2 . Thus, the ultimate provenance of the Altar Stone had remained an open question.

Studies of detrital mineral grains are widely deployed to address questions throughout the Earth sciences and have utility in archaeological investigations 16 , 17 . Sedimentary rocks commonly contain a detrital component derived from a crystalline igneous basement, which may reflect a simple or complex history of erosion, transport and deposition cycles. This detrital cargo can fingerprint a sedimentary rock and its hinterland. More detailed insights become evident when a multi-mineral strategy is implemented, which benefits from the varying degrees of robustness to sedimentary transportation in the different minerals 18 , 19 , 20 .

Here, we present in situ U–Pb, Lu–Hf and trace element isotopic data for zircon, apatite and rutile from two fragments of the Altar Stone collected at Stonehenge: MS3 and 2010K.240 21 , 22 . In addition, we present comparative apatite U–Pb dates for the Orcadian Basin from Caithness and Orkney. We utilize statistical tools (Fig. 3 ) to compare the obtained detrital mineral ages and chemistry (Supplementary Information  1 – 3 ) to crystalline terranes and ORS successions across Great Britain, Ireland and Europe (Fig. 4 and Extended Data Fig. 1 ).

a , Multidimensional scaling (MDS) plot of concordant zircon U–Pb ages from the Altar Stone and comparative age datasets, with ellipses at the 95% confidence level 58 . DIM 1 and DIM 2, dimensions 1 and 2. b , Cumulative probability plot of zircon U–Pb ages from crystalline terranes, the Orcadian Basin and the Altar Stone. For a cumulative probability plot of all ORS basins, see Extended Data Fig. 8 .

a , Schematic map of Britain, showing outcrops of ORS and other Devonian sedimentary rocks, basement terranes and major faults. Potential Caledonian source plutons are colour-coded on the basis of age 28 . b , Kernel density estimate diagrams displaying zircon U–Pb age (histogram) and apatite Lu–Hf age (dashed line) spectra from the Altar Stone, the Orcadian Basin 25 and plausible crystalline source terranes. The apatite age components for the Altar Stone and Orcadian Basins are shown below their respective kernel density estimates. Extended Data Fig. 3 contains kernel density estimates of other ORS and New Red Sandstone (NRS) age datasets.

Laurentian basement signatures

The crystalline basement terranes of Great Britain and Ireland, from north to south, are Laurentia, Ganderia, Megumia and East Avalonia (Fig. 4a and Extended Data Fig. 1 ). Cadomia-Armorica is south of the Rheic Suture and encompasses basement rocks in western Europe, including northern France and Spain. East Avalonia, Megumia and Ganderia are partly separated by the Menai Strait Fault System (Fig. 4a ). Each terrane has discrete age components, which have imparted palaeogeographic information into overlying sedimentary basins 13 , 14 , 23 . Laurentia was a palaeocontinent that collided with Baltica and Avalonia (a peri-Gondwanan microcontinent) during the early Palaeozoic Caledonian Orogeny to form Laurussia 14 , 24 . West Avalonia is a terrane that includes parts of eastern Canada and comprised the western margin of Avalonia (Extended Data Fig. 1 ).

Statistical comparisons, using a Kolmogorov–Smirnov test, between zircon ages from the Laurentian crystalline basement and the Altar Stone indicate that at a 95% confidence level, no distinction in provenance is evident between Altar Stone detrital zircon U–Pb ages and those from the Laurentian basement. That is, we cannot reject the null hypothesis that both samples are from the same underlying age distribution (Kolmogorov–Smirnov test: P  > 0.05) (Fig. 3a ).

Detrital zircon age components, defined by concordant analyses from at least 4 grains in the Altar Stone, include maxima at 1,047, 1,091, 1,577, 1,663 and 1,790 Ma (Extended Data Fig. 2 ), corresponding to known tectonomagmatic events and sources within Laurentia and Baltica, including the Grenville (1,095–980 Ma), Labrador (1,690–1,590 Ma), Gothian (1,660–1,520 Ma) and Svecokarellian (1,920–1,770 Ma) orogenies 25 .

Laurentian terranes are crystalline lithologies north of the Iapetus Suture Zone (which marks the collision zone between Laurentia and Avalonia) and include the Southern Uplands, Midland Valley, Grampian, Northern Highlands and Hebridean Terranes (Fig. 4a ). Together, these terranes preserve a Proterozoic to Archaean record of zircon production 24 , distinct from the southern Gondwanan-derived terranes of Britain 20 , 26 (Fig. 4a and Extended Data Fig. 3 ).

Age data from Altar Stone rutile grains also point towards an ultimate Laurentian source with several discrete age components (Extended Data Fig. 4 and Supplementary Information  1 ). Group 2 rutile U–Pb analyses from the Altar Stone include Proterozoic ages from 1,724 to 591 Ma, with 3 grains constituting an age peak at 1,607 Ma, overlapping with Laurentian magmatism, including the Labrador and Pinwarian (1,690–1,380 Ma) orogenies 24 . Southern terranes in Britain are not characterized by a large Laurentian (Mesoproterozoic) crystalline age component 25 (Fig. 4b and Extended Data Fig. 3 ). Instead, terranes south of the Iapetus Suture are defined by Neoproterozoic to early Palaeozoic components, with a minor component from around two billion years ago (Figs. 3b and  4b ).

U–Pb analyses of apatite from the Altar Stone define two distinct age groupings. Group 2 apatite U–Pb analyses define a lower intercept age of 1,018 ± 24 Ma ( n  = 9) (Extended Data Fig. 5 ), which overlaps, within uncertainty, to a zircon age component at 1,047 Ma, consistent with a Grenville source 25 . Apatite Lu–Hf dates at 1,496 and 1,151 Ma also imply distinct Laurentian sources 25 (Fig. 4b , Extended Data Fig. 6 and Supplementary Information  2 ). Ultimately, the presence of Grenvillian apatite in the Altar Stone suggests direct derivation from the Laurentian basement, given the lability of apatite during prolonged chemical weathering 20 , 27 .

Grampian Terrane detrital grains

Apatite and rutile U–Pb analyses from the Altar Stone are dominated by regressions from common Pb that yield lower intercepts of 462 ± 4 Ma ( n  = 108) and 451 ± 8 Ma ( n  = 83), respectively (Extended Data Figs. 4 and 5 ). A single concordant zircon analysis also yields an early Palaeozoic age of 498 ± 17 Ma. Hence, with uncertainty from both lower intercepts, Group 1 apatite and rutile analyses demonstrate a mid-Ordovician (443–466 Ma) age component in the Altar Stone. These mid-Ordovician ages are confirmed by in situ apatite Lu–Hf analyses, which define a lower intercept of 470 ± 29 Ma ( n  = 16) (Extended Data Fig. 6 and Supplementary Information  2 ).

Throughout the Altar Stone are sub-planar 100–200-µm bands of concentrated heavy resistive minerals. These resistive minerals are interpreted to be magmatic in origin, given internal textures (oscillatory zonation), lack of mineral overgrowths (in all dated minerals) (Fig. 2 ) and the igneous apatite trace element signatures 27 (Extended Data Fig. 7 and Supplementary Information  3 ). Moreover, there is a general absence of detrital metamorphic zircon grains, further supporting a magmatic origin for these grains.

The most appropriate source region for such mid-Ordovician grains within Laurentian basement is the Grampian Terrane of northeast Scotland (Fig. 4a ). Situated between the Great Glen Fault to the north and the Highland Boundary Fault to the south, the terrane comprises Neoproterozoic to Lower Palaeozoic metasediments termed the Dalradian Supergroup 28 , which are intruded by a compositionally diverse suite of early Palaeozoic granitoids and gabbros (Fig. 4a ). The 466–443 Ma age component from Group 1 apatite and rutile U–Pb analyses overlaps with the terminal stages of Grampian magmatism and subsequent granite pluton emplacement north of the Highland Boundary Fault 28 (Fig. 4a ).

Geochemical classification plots for the Altar Stone apatite imply a compositionally diverse source, much like the lithological diversity within the Grampian Terrane 28 , with 61% of apatite classified as coming from felsic sources, 35% from mafic sources and 4% from alkaline sources (Extended Data Fig. 7 and Supplementary Information  3 ). Specifically, igneous rocks within the Grampian Terrane are largely granitoids, thus accounting for the predominance of felsic-classified apatite grains 29 . We posit that the dominant supply of detritus from 466–443 Ma came from the numerous similarly aged granitoids formed on the Laurentian margin 28 , which are present in both the Northern Highlands and the Grampian Terranes 28 (Fig. 4a ). The alkaline to calc-alkaline suites in these terranes are volumetrically small, consistent with the scarcity of alkaline apatite grains within the Altar Stone (Extended Data Fig. 7 ). Indeed, the Glen Dessary syenite at 447 ± 3 Ma is the only age-appropriate felsic-alkaline pluton in the Northern Highlands Terrane 30 .

The Stacey and Kramers 31 model of terrestrial Pb isotopic evolution predicts a 207 Pb/ 206 Pb isotopic ratio ( 207 Pb/ 206 Pb i ) of 0.8601 for 465 Ma continental crust. Mid-Ordovician regressions through Group 1 apatite and rutile U–Pb analyses yield upper intercepts for 207 Pb/ 206 Pb i of 0.8603 ± 0.0033 and 0.8564 ± 0.0014, respectively (Extended Data Figs. 4 and 5 and Supplementary Information  1 ). The similarity between apatite and rutile 207 Pb/ 206 Pb i implies they were sourced from the same Mid-Ordovician magmatic fluids. Ultimately, the calculated 207 Pb/ 206 Pb i value is consistent with the older (Laurentian) crust north of the Iapetus Suture in Britain 32 (Fig. 4a ).

Orcadian Basin ORS

The detrital zircon age spectra confirm petrographic associations between the Altar Stone and the ORS. Furthermore, the Altar Stone cannot be a New Red Sandstone (NRS) lithology of Permo-Triassic age. The NRS, deposited from around 280–240 Ma, unconformably overlies the ORS 14 . NRS, such as that within the Wessex Basin (Extended Data Fig. 1 ), has characteristic detrital zircon age components, including Carboniferous to Permian zircon grains, which are not present in the Altar Stone 1 , 23 , 26 , 33 , 34 (Extended Data Fig. 3 ).

An ORS classification for the Altar Stone provides the basis for further interpretation of provenance (Extended Data Figs. 1 and 8 ), given that the ORS crops out in distinct areas of Great Britain and Ireland, including the Anglo-Welsh border and south Wales, the Midland Valley and northeast Scotland, reflecting former Palaeozoic depocentres 14 (Fig. 4a ).

Previously reported detrital zircon ages and petrography show that ORS outcrops of the Anglo-Welsh Basin in the Cosheston Subgroup 1 and Senni Formation 2 are unlikely to be the sources of the Altar Stone (Fig. 4a ). ORS within the Anglo-Welsh Basin is characterized by mid-Palaeozoic zircon age maxima and minor Proterozoic components (Fig. 4a ). Ultimately, the detrital zircon age spectra of the Altar Stone are statistically distinct from the Anglo-Welsh Basin (Fig. 3a ). In addition, the ORS outcrops of southwest England (that is, south of the Variscan front), including north Devon and Cornwall (Cornubian Basin) (Fig. 4a ), show characteristic facies, including marine sedimentary structures and fossils along with a metamorphic fabric 13 , 26 , inconsistent with the unmetamorphosed, terrestrial facies of the Altar Stone 1 , 11 .

Another ORS succession with published age data for comparison is the Dingle Peninsula Basin, southwest Ireland. However, the presence of late Silurian (430–420 Ma) and Devonian (400–350 Ma) apatite, zircon and muscovite from the Dingle Peninsula ORS discount a source for the Altar Stone from southern Ireland 20 . The conspicuous absence of apatite grains of less than 450 Ma in age in the Altar Stone precludes the input of Late Caledonian magmatic grains to the source sediment of the Altar Stone and demonstrates that the ORS of the Altar Stone was deposited prior to or distally from areas of Late Caledonian magmatism, unlike the ORS of the Dingle Peninsula 20 . Notably, no distinction in provenance between the Anglo-Welsh Basin and the Dingle Peninsula ORS is evident (Kolmogorov–Smirnov test: P  > 0.05), suggesting that ORS basins south of the Iapetus Suture are relatively more homogenous in terms of their detrital zircon age components (Fig. 4a ).

In Scotland, ORS predominantly crops out in the Midland Valley and Orcadian Basins (Fig. 4a ). The Midland Valley Basin is bound between the Highland Boundary Fault and the Iapetus Suture and is located within the Midland Valley and Southern Uplands Terranes. Throughout Midland Valley ORS stratigraphy, detrital zircon age spectra broadly show a bimodal age distribution between Lower Palaeozoic and Mesoproterozoic components 35 , 36 (Extended Data Fig. 3 ). Indeed, throughout 9 km of ORS stratigraphy in the Midland Valley Basin and across the Sothern Uplands Fault, no major changes in provenance are recognized 36 (Fig. 4a ). Devonian zircon, including grains as young as 402 ± 5 Ma from the northern ORS in the Midland Valley Basin 36 , further differentiates this basin from the Altar Stone (Fig. 3a and Extended Data Fig. 3 ). The scarcity of Archaean to late Palaeoproterozoic zircon grains within the Midland Valley ORS shows that the Laurentian basement was not a dominant detrital source for those rocks 35 . Instead, ORS of the Midland Valley is primarily defined by zircon from 475 Ma interpreted to represent the detrital remnants of Ordovician volcanism within the Midland Valley Terrane, with only minor and periodic input from Caledonian plutonism 35 .

The Orcadian Basin of northeast Scotland, within the Grampian and Northern Highlands terranes, contains a thick package of mostly Mid-Devonian ORS, around 4 km thick in Caithness and up to around 8 km thick in Shetland 14 (Fig. 4a ). The detrital zircon age spectra from Orcadian Basin ORS provides the closest match to the Altar Stone detrital ages 25 (Fig. 3 and Extended Data Fig. 8 ). A Kolmogorov–Smirnov test on age spectra from the Altar Stone and the Orcadian Basin fails to reject the null hypothesis that they are derived from the same underlying distribution (Kolmogorov–Smirnov test: P  > 0.05) (Fig. 3a ). To the north, ORS on the Svalbard archipelago formed on Laurentian and Baltican basement rocks 37 . Similar Kolmogorov–Smirnov test results, where each detrital zircon dataset is statistically indistinguishable, are obtained for ORS from Svalbard, the Orcadian Basin and the Altar Stone.

Apatite U–Pb age components from Orcadian Basin samples from Spittal, Caithness (AQ1) and Cruaday, Orkney (CQ1) (Fig. 4a ) match those from the Altar Stone. Group 2 apatite from the Altar Stone at 1,018 ± 24 Ma is coeval with a Grenvillian age from Spittal at 1,013 ± 35 Ma. Early Palaeozoic apatite components at 473 ± 25 Ma and 466 ± 6 Ma, from Caithness and Orkney, respectively (Extended Data Fig. 5 and Supplementary Information  1 ), are also identical, within uncertainty, to Altar Stone Group 1 (462 ± 4 Ma) apatite U–Pb analyses and a Lu–Hf component at 470 ± 28 Ma supporting a provenance from the Orcadian Basin for the Altar Stone (Extended Data Fig. 6 and Supplementary Information  2 ).

During the Palaeozoic, the Orcadian Basin was situated between Laurentia and Baltica on the Laurussian palaeocontinent 14 . Correlations between detrital zircon age components imply that both Laurentia and Baltica supplied sediment into the Orcadian Basin 25 , 36 . Detrital grains from more than 900 Ma within the Altar Stone are consistent with sediment recycling from intermediary Neoproterozoic supracrustal successions (for example, Dalradian Supergroup) within the Grampian Terrane but also from the Särv and Sparagmite successions of Baltica 25 , 36 . At around 470 Ma, the Grampian Terrane began to denude 28 . Subsequently, first-cycle detritus, such as that represented by Group 1 apatite and rutile, was shed towards the Orcadian Basin from the southeast 25 .

Thus, the resistive mineral cargo in the Altar Stone represents a complex mix of first and multi-cycle grains from multiple sources. Regardless of total input from Baltica versus Laurentia into the Orcadian Basin, crystalline terranes north of the Iapetus Suture (Fig. 4a ) have distinct age components that match the Altar Stone in contrast to Gondwanan-derived terranes to the south.

The Altar Stone and Neolithic Britain

Isotopic data for detrital zircon and rutile (U–Pb) and apatite (U–Pb, Lu–Hf and trace elements) indicate that the Altar Stone of Stonehenge has a provenance from the ORS in the Orcadian Basin of northeast Scotland (Fig. 4a ). Given this detrital mineral provenance, the Altar Stone cannot have been sourced from southern Britain (that is, south of the Iapetus Suture) (Fig. 4a ), including the Anglo-Welsh Basin 1 , 2 .

Some postulate a glacial transport mechanism for the Mynydd Preseli (Fig. 4a ) bluestones to Salisbury Plain 38 , 39 . However, such transport for the Altar Stone is difficult to reconcile with ice-sheet reconstructions that show a northwards movement of glaciers (and erratics) from the Grampian Mountains towards the Orcadian Basin during the Last Glacial Maximum and, indeed, previous Pleistocene glaciations 40 , 41 . Moreover, there is little evidence of extensive glacial deposition in central southern Britain 40 , nor are Scottish glacial erratics found at Stonehenge 42 . Sr and Pb isotopic signatures from animal and human remains from henges on Salisbury Plain demonstrate the mobility of Neolithic people within Britain 32 , 43 , 44 , 45 . Furthermore, shared architectural elements and rock art motifs between Neolithic monuments in Orkney, northern Britain, and Ireland point towards the long-distance movement of people and construction materials 46 , 47 .

Thus, we posit that the Altar Stone was anthropogenically transported to Stonehenge from northeast Scotland, consistent with evidence of Neolithic inhabitation in this region 48 , 49 . Whereas the igneous bluestones were brought around 225 km from the Mynydd Preseli to Stonehenge 50 (Fig. 4a ), a Scottish provenance for the Altar Stone demands a transport distance of at least 750 km (Fig. 4a ). Nonetheless, even with assistance from beasts of burden 51 , rivers and topographical barriers, including the Grampians, Southern Uplands and the Pennines, along with the heavily forested landscape of prehistoric Britain 52 , would have posed formidable obstacles for overland megalith transportation.

At around 5000  bc , Neolithic people introduced the common vole ( Microtus arvalis ) from continental Europe to Orkney, consistent with the long-distance marine transport of cattle and goods 53 . A Neolithic marine trade network of quarried stone tools is found throughout Britain, Ireland and continental Europe 54 . For example, a saddle quern, a large stone grinding tool, was discovered in Dorset and determined to have a provenance in central Normandy 55 , implying the shipping of stone cargo over open water during the Neolithic. Furthermore, the river transport of shaped sandstone blocks in Britain is known from at least around 1500  bc (Hanson Log Boat) 56 . In Britain and Ireland, sea levels approached present-day heights from around 4000  bc 57 , and although coastlines have shifted, the geography of Britain and Ireland would have permitted sea routes southward from the Orcadian Basin towards southern England (Fig. 4a ). A Scottish provenance for the Altar Stone implies Neolithic transport spanning the length of Great Britain.

This work analysed two 30-µm polished thin sections of the Altar Stone (MS3 and 2010K.240) and two sections of ORS from northeast Scotland (Supplementary Information  4 ). CQ1 is from Cruaday, Orkney (59° 04′ 34.2″ N, 3° 18′ 54.6″ W), and AQ1 is from near Spittal, Caithness (58° 28′ 13.8″ N, 3° 27′ 33.6″ W). Conventional optical microscopy (transmitted and reflected light) and automated mineralogy via a TESCAN Integrated Mineral Analyser gave insights into texture and mineralogy and guided spot placement during LA-ICP–MS analysis. A CLARA field emission scanning electron microscope was used for textural characterization of individual minerals (zircon, apatite and rutile) through high-resolution micrometre-scale imaging under both back-scatter electron and cathodoluminescence. The Altar Stone is a fine-grained and well-sorted sandstone with a mean grain size diameter of ≤300 µm. Quartz grains are sub-rounded and monocrystalline. Feldspars are variably altered to fine-grained white mica. MS3 and 2010K.240 have a weakly developed planar fabric and non-planar heavy mineral laminae approximately 100–200 µm thick. Resistive heavy mineral bands are dominated by zircon, rutile, and apatite, with grains typically 10–40 µm wide. The rock is mainly cemented by carbonate, with localized areas of barite and quartz cement. A detailed account of Altar Stone petrography is provided in refs. 1 , 59 .

Zircon isotopic analysis

Zircon u–pb methods.

Two zircon U–Pb analysis sessions were completed at the GeoHistory facility in the John De Laeter Centre (JdLC), Curtin University, Australia. Ablations within zircon grains were created using an excimer laser RESOlution LE193 nm ArF with a Laurin Technic S155 cell. Isotopic data was collected with an Agilent 8900 triple quadrupole mass spectrometer, with high-purity Ar as the plasma carrier gas (flow rate 1.l min −1 ). An on-sample energy of ~2.3–2.7 J cm −2 with a 5–7 Hz repetition rate was used to ablate minerals for 30–40 s (with 25–60 s of background capture). Two cleaning pulses preceded analyses, and ultra-high-purity He (0.68 ml min −1 ) and N 2 (2.8 ml min −1 ) were used to flush the sample cell. A block of reference mineral was analysed following 15–20 unknowns. The small, highly rounded target grains of the Altar Stone (usually <30 µm in width) necessitated using a spot size diameter of ~24 µm for all ablations. Isotopic data was reduced using Iolite 4 60 with the U-Pb Geochronology data reduction scheme, followed by additional calculation and plotting via IsoplotR 61 . The primary matrix-matched reference zircon 62 used to correct instrumental drift and mass fractionation was GJ-1, 601.95 ± 0.40 Ma. Secondary reference zircon included Plešovice 63 , 337.13 ± 0.37 Ma, 91500 64 , 1,063.78 ± 0.65 Ma, OG1 65 3,465.4 ± 0.6 Ma and Maniitsoq 66 3,008.7 ± 0.6 Ma. Weighted mean U–Pb ages for secondary reference materials were within 2 σ uncertainty of reported values (Supplementary Information  5 ).

Zircon U–Pb results

Across two LA-ICP–MS sessions, 83 U–Pb measurements were obtained on as many zircon grains; 41 were concordant (≤10% discordant), where discordance is defined using the concordia log distance (%) approach 67 . We report single-spot (grain) concordia ages, which have numerous benefits over conventional U–Pb/Pb–Pb ages, including providing an objective measure of discordance that is directly coupled to age and avoids the arbitrary switch between 206 Pb/ 238 U and 207 Pb/ 206 Pb. Furthermore, given the spread in ages (Early Palaeozoic to Archaean), concordia ages provide optimum use of both U–Pb/Pb–Pb ratios, offering greater precision over 206 Pb/ 238 U or 207 Pb/ 206 Pb ages alone.

Given that no direct sampling of the Altar Stone is permitted, we are limited in the amount of material available for destructive analysis, such as LA-ICP–MS. We collate our zircon age data with the U–Pb analyses 1 of FN593 (another fragment of the Altar Stone), filtered using the same concordia log distance (%) discordance filter 67 . The total concordant analyses used in this work is thus 56 over 3 thin sections, each showing no discernible provenance differences. Zircon concordia ages span from 498 to 2,812 Ma. Age maxima (peak) were calculated after Gehrels 68 , and peak ages defined by ≥4 grains include 1,047, 1,091, 1,577, 1,663 and 1,790 Ma.

For 56 concordant ages from 56 grains at >95% certainty, the largest unmissed fraction is calculated at 9% of the entire uniform detrital population 69 . In any case, the most prevalent and hence provenance important components will be sampled for any number of analyses 69 . We analysed all zircon grains within the spatial limit of the technique in the thin sections 70 . We used in situ thin-section analysis, which can mitigate against contamination and sampling biases in detrital studies 71 . Adding apatite (U–Pb and Lu–Hf) and rutile (U–Pb) analyses bolsters our confidence in provenance interpretations as these minerals will respond dissimilarly during transport.

Comparative zircon datasets

Zircon U–Pb compilations of the basement terranes of Britain and Ireland were sourced from refs. 20 , 26 . ORS detrital zircon datasets used for comparison include isotopic data from the Dingle Peninsula Basin 20 , Anglo-Welsh Basin 72 , Midland Valley Basin 35 , Svalbard ORS 37 and Orcadian Basin 25 . NRS zircon U–Pb ages were sourced from the Wessex Basin 33 . Comparative datasets were filtered for discordance as per our definition above 20 , 26 . Kernel density estimates for age populations were created within IsoplotR 61 using a kernel and histogram bandwidth of 50 Ma.

A two-sample Kolmogorov–Smirnov statistical test was implemented to compare the compiled zircon age datasets with the Altar Stone (Supplementary Information  6 ). This two-sided test compares the maximum probability difference between two cumulative density age functions, evaluating the null hypothesis that both age spectra are drawn from the same distribution based on a critical value dependent on the number of analyses and a chosen confidence level.

The number of zircon ages within the comparative datasets used varies from the Altar Stone ( n  = 56) to Laurentia ( n  = 2,469). Therefore, to address the degree of dependence on sample n , we also implemented a Monte Carlo resampling (1,000 times) procedure for the Kolmogorov–Smirnov test, including the uncertainty on each age determination to recalculate P values and standard deviations (Supplementary Information  7 ), based on the resampled distribution of each sample. The results from Kolmogorov–Smirnov tests, using Monte Carlo resampling (and multidimensional analysis), taking uncertainty due to sample n into account, also support the interpretation that at >95% certainty, no distinction in provenance can be made between the Altar Stone zircon age dataset ( n  = 56) and those from the Orcadian Basin ( n  = 212), Svalbard ORS ( n  = 619 ) and the Laurentian basement (Supplementary Information  7 ).

MDS plots for zircon datasets were created using the MATLAB script of ref.  58 . Here, we adopted a bootstrap resampling (>1,000 times) with Procrustes rotation of Kolmogorov–Smirnov values, which outputs uncertainty ellipses at a 95% confidence level (Fig. 3a ). In MDS plots, stress is a goodness of fit indicator between dissimilarities in the datasets and distances on the MDS plot. Stress values below 0.15 are desirable 58 . For the MDS plot in Fig. 3a , the value is 0.043, which indicates an “excellent” fit 58 .

Rutile isotopic analysis

Rutile u–pb methods.

One rutile U–Pb analysis session was completed at the GeoHistory facility in the JdLC, Curtin University, Australia. Rutile grains were ablated (24 µm) using a Resonetics RESOlution M-50A-LR sampling system, using a Compex 102 excimer laser, and measured using an Agilent 8900 triple quadrupole mass analyser. The analytical parameters included an on-sample energy of 2.7 J cm −2 , a repetition rate of 7 Hz for a total analysis time of 45 s, and 60 s of background data capture. The sample chamber was purged with ultrahigh purity He at a flow rate of 0.68 l min −1 and N 2 at 2.8 ml min −1 .

U–Pb data for rutile analyses was reduced against the R-10 rutile primary reference material 73 (1,091 ± 4 Ma). The secondary reference material used to monitor the accuracy of U–Pb ratios was R-19 rutile. The mean weighted 238 U/ 206 Pb age obtained for R-19 was 491 ± 10 (mean squared weighted deviation (MSWD) = 0.87, p ( χ 2 ) = 0.57) within uncertainty of the accepted age 74 of 489.5 ± 0.9 Ma.

Rutile grains with negligible Th concentrations can be corrected for common Pb using a 208 Pb correction 74 . Previously used thresholds for Th content have included 75 , 76 Th/U < 0.1 or a Th concentration >5% U. However, Th/U ratios for rutile from MS3 are typically > 1; thus, a 208 Pb correction is not applicable. Instead, we use a 207 -based common Pb correction 31 to account for the presence of common Pb. Rutile isotopic data was reduced within Iolite 4 60 using the U–Pb Geochronology reduction scheme and IsoplotR 61 .

Rutile U–Pb Results

Ninety-two rutile U–Pb analyses were obtained in a U–Pb single session, which defined two coherent age groupings on a Tera–Wasserburg plot.

Group 1 constitutes 83 U–Pb rutile analyses, forming a well-defined mixing array on a Tera-Wasserburg plot between common and radiogenic Pb components. This array yields an upper intercept of 207 Pb/ 206 Pb i  = 0.8563 ± 0.0014. The lower intercept implies an age of 451 ± 8 Ma. The scatter about the line (MSWD = 2.7) is interpreted to reflect the variable passage of rutile of diverse grain sizes through the radiogenic Pb closure temperature at ~600 °C during and after magmatic crystallization 77 .

Group 2 comprises 9 grains, with 207 Pb corrected 238 U/ 206 Pb ages ranging from 591–1,724 Ma. Three grains from Group 2 define an age peak 68 at 1,607 Ma. Given the spread in U–Pb ages, we interpret these Proterozoic grains to represent detrital rutile derived from various sources.

Apatite isotopic analysis

Apatite u–pb methods.

Two apatite U–Pb LA-ICP–MS analysis sessions were conducted at the GeoHistory facility in the JdLC, Curtin University, Australia. For both sessions, ablations were created using a RESOlution 193 nm excimer laser ablation system connected to an Agilent 8900 ICP–MS with a RESOlution LE193 nm ArF and a Laurin Technic S155 cell ICP–MS. Other analytical details include a fluence of 2 J cm 2 and a 5 Hz repetition rate. For the Altar Stone section (MS3) and the Orcadian Basin samples (Supplementary Information  4 ), 24- and 20-µm spot sizes were used, respectively.

The matrix-matched primary reference material used for apatite U–Pb analyses was the Madagascar apatite (MAD-1) 78 . A range of secondary reference apatite was analysed, including FC-1 79 (Duluth Complex) with an age of 1,099.1 ± 0.6 Ma, Mount McClure 80 , 81 526 ± 2.1 Ma, Otter Lake 82 913 ± 7 Ma and Durango 31.44 ± 0.18 83  Ma. Anchored regressions (through reported 207 Pb/ 206 Pb i values) for secondary reference material yielded lower intercept ages within 2 σ uncertainty of reported values (Supplementary Information  8 ).

Altar Stone apatite U–Pb results

This first session of apatite U–Pb of MS3 from the Altar Stone yielded 117 analyses. On a Tera–Wasserburg plot, these analyses form two discordant mixing arrays between common and radiogenic Pb components with distinct lower intercepts.

The array from Group 2 apatite, comprised of 9 analyses, yields a lower intercept equivalent to an age of 1,018 ± 24 Ma (MSWD = 1.4) with an upper intercept 207 Pb/ 206 Pb i  = 0.8910 ± 0.0251. The f 207 % (the percentage of common Pb estimated using the 207 Pb method) of apatite analyses in Group 2 ranges from 16.66–88.8%, with a mean of 55.76%.

Group 1 apatite is defined by 108 analyses yielding a lower intercept of 462 ± 4 Ma (MSWD = 2.4) with an upper intercept 207 Pb/ 206 Pb i  = 0.8603 ± 0.0033. The f 207 % of apatite analyses in Group 1 range from 10.14–99.91%, with a mean of 78.65%. The slight over-dispersion of the apatite regression line may reflect some variation in Pb closure temperature in these crystals 84 .

Orcadian basin apatite U–Pb results

The second apatite U–Pb session yielded 138 analyses from samples CQ1 and AQ1. These data form three discordant mixing arrays between radiogenic and common Pb components on a Tera–Wasserburg plot.

An unanchored regression through Group 1 apatite ( n  = 14) from the Cruaday sample (CQ1) yields a lower intercept of 473 ± 25 Ma (MSWD = 1.8) with an upper intercept of 207 Pb/ 206 Pb i  = 0.8497 ± 0.0128. The f 207 % spans 38–99%, with a mean value of 85%.

Group 1 from the Spittal sample (AQ1), comprised of 109 analyses, yields a lower intercept equal to 466 ± 6 Ma (MSWD = 1.2). The upper 207 Pb/ 206 Pb i is equal to 0.8745 ± 0.0038. f 207 % values for this group range from 6–99%, with a mean value of 83%. A regression through Group 2 analyses ( n  = 17) from the Spittal sample yields a lower intercept of 1,013 ± 35 Ma (MSWD = 1) and an upper intercept 207 Pb/ 206 Pb i of 0.9038 ± 0.0101. f 207 % values span 25–99%, with a mean of 76%. Combined U–Pb analyses from Groups 1 from CQ1 and AQ1 ( n  = 123) yield a lower intercept equivalent to 466 ± 6 Ma (MSWD = 1.4) and an upper intercept 207 Pb/ 206 Pb i of 0.8726 ± 0.0036, which is presented beneath the Orcadian Basin kernel density estimate in Fig. 4b .

Apatite Lu–Hf methods

Apatite grains were dated in thin-section by the in situ Lu–Hf method at the University of Adelaide, using a RESOlution-LR 193 nm excimer laser ablation system, coupled to an Agilent 8900 ICP–MS/MS 85 , 86 . A gas mixture of NH 3 in He was used in the mass spectrometer reaction cell to promote high-order Hf reaction products, while equivalent Lu and Yb reaction products were negligible. The mass-shifted (+82 amu) reaction products of 176+82 Hf and 178+82 Hf reached the highest sensitivity of the measurable range and were analysed free from isobaric interferences. 177 Hf was calculated from 178 Hf, assuming natural abundances. 175 Lu was measured on mass as a proxy 85 for 176 Lu. Laser ablation was conducted with a laser beam of 43 µm at 7.5 Hz repetition rate and a fluency of approximately 3.5 J cm −2 . The analysed isotopes (with dwell times in ms between brackets) are 27 Al (2), 43 Ca (2), 57 Fe (2), 88 Sr (2), 89+85 Y (2), 90+83 Zr (2), 140+15 Ce (2), 146 Nd (2), 147 Sm (2), 172 Yb (5), 175 Lu (10), 175+82 Lu (50), 176+82 Hf (200) and 178+82 Hf (150). Isotopes with short dwell times (<10 ms) were measured to confirm apatite chemistry and to monitor for inclusions. 175+82 Lu was monitored for interferences on 176+82 Hf.

Relevant isotope ratios were calculated in LADR 87 using NIST 610 as the primary reference material 88 . Subsequently, reference apatite OD-306 78 (1,597 ± 7 Ma) was used to correct the Lu–Hf isotope ratios for matrix-induced fractionation 86 , 89 . Reference apatites Bamble-1 (1,597 ± 5 Ma), HR-1 (344 ± 2 Ma) and Wallaroo (1,574 ± 6 Ma) were monitored for accuracy verification 85 , 86 , 90 . Measured Lu–Hf dates of 1,098 ± 7 Ma, 346.0 ± 3.7 Ma and 1,575 ± 12 Ma, respectively, are in agreement with published values. All reference materials have negligible initial Hf, and weighted mean Lu–Hf dates were calculated in IsoplotR 61 directly from the (matrix-corrected) 176 Hf/ 176 Lu ratios.

For the Altar Stone apatites, which have variable 177 Hf/ 176 Hf compositions, single-grain Lu–Hf dates were calculated by anchoring isochrons to an initial 177 Hf/ 176 Hf composition 90 of 3.55 ± 0.05, which spans the entire range of initial 177 Hf/ 176 Hf ratios of the terrestrial reservoir (for example, ref. 91 ). The reported uncertainties for the single-grain Lu–Hf dates are presented as 95% confidence intervals, and dates are displayed on a kernel density estimate plot.

Apatite Lu–Hf results

Forty-five apatite Lu–Hf analyses were obtained from 2010K.240. Those with radiogenic Lu ingrowth or lacking common Hf gave Lu–Hf ages, defining four coherent isochrons and age groups.

Group 1, defined by 16 grains, yields a Lu–Hf isochron with a lower intercept of 470 ± 28 Ma (MSWD = 0.16, p ( χ 2 ) = 1). A second isochron through 5 analyses (Group 2) constitutes a lower intercept equivalent to 604 ± 38 Ma (MSWD = 0.14, p ( χ 2 ) = 0.94). Twelve apatite Lu–Hf analyses define Group 3 with a lower intercept of 1,123 ± 42 Ma (MSWD = 0.75, p ( χ 2 ) = 0.68). Three grains constitute the oldest grouping, Group 4 at 1,526 ± 186 Ma (MSWD = 0.014, p ( χ 2 ) = 0.91).

Apatite trace elements methods

A separate session of apatite trace element analysis was undertaken. Instrumentation and analytical set-up were identical to that described in 4.1. NIST 610 glass was the primary reference material for apatite trace element analyses. 43 Ca was used as the internal reference isotope, assuming an apatite Ca concentration of 40 wt%. Secondary reference materials included NIST 612 and the BHVO−2g glasses 92 . Elemental abundances for secondary reference material were generally within 5–10% of accepted values. Apatite trace element data was examined using the Geochemical Data Toolkit 93 .

Apatite trace elements results

One hundred and thirty-six apatite trace element analyses were obtained from as many grains. Geochemical classification schemes for apatite were used 29 , and three compositional groupings (felsic, mafic-intermediate, and alkaline) were defined.

Felsic-classified apatite grains ( n  = 83 (61% of analyses)) are defined by La/Nd of <0.6 and (La + Ce + Pr)/ΣREE (rare earth elements) of <0.5. The median values of felsic grains show a flat to slightly negative gradient on the chondrite-normalized REE plot from light to heavy REEs 94 . Felsic apatite’s median europium anomaly (Eu/Eu*) is 0.59, a moderately negative signature.

Mafic-intermediate apatite 29 ( n  = 48 (35% of grains)) are defined by (La + Ce + Pr)/ΣREE of 0.5–0.7 and a La/Nd of 0.5–1.5. In addition, apatite grains of this group typically exhibit a chondrite-normalized Ce/Yb of >5 and ΣREEs up to 1.25 wt%. Apatite grains classified as mafic-intermediate show a negative gradient on a chondrite-normalized REE plot from light to heavy REEs. The apatite grains of this group generally show the most enrichment in REEs compared to chondrite 94 . The median europium (Eu/Eu*) of mafic-intermediate apatite is 0.62, a moderately negative anomaly.

Lastly, alkaline apatite grains 29 ( n  = 5 (4% of analyses)) are characterized by La/Nd > 1.5 and a (La + Ce + Pr)/ΣREE > 0.8. The median europium anomaly of this group is 0.45. This grouping also shows elevated chondrite-normalized Ce/Yb of >10 and >0.5 wt% for the ΣREEs.

Reporting summary

Further information on research design is available in the  Nature Portfolio Reporting Summary linked to this article.

Data availability

The isotopic and chemical data supporting the findings of this study are available within the paper and its supplementary information files.

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Acknowledgements

Funding was provided by an Australian Research Council Discovery Project (DP200101881). Sample material was loaned from the Salisbury Museum and Amgueddfa Cymru–Museum Wales and sampled with permission. The authors thank A. Green for assistance in accessing the Salisbury Museum material; B. McDonald, N. Evans, K. Rankenburg and S. Gilbert for their help during isotopic analysis; and P. Sampaio for assistance with statistical analysis. Instruments in the John de Laeter Centre, Curtin University, were funded via AuScope, the Australian Education Investment Fund, the National Collaborative Research Infrastructure Strategy, and the Australian Government. R.E.B. acknowledges a Leverhulme Trust Emeritus Fellowship.

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Anthony J. I. Clarke & Christopher L. Kirkland

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Richard E. Bevins & Nick J. G. Pearce

Department of Earth Sciences, The University of Adelaide, Adelaide, South Australia, Australia

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Contributions

A.J.I.C.: writing, original draft, formal analysis, investigation, visualization, project administration, conceptualization and methodology. C.L.K.: supervision, resources, formal analysis, funding acquisition, writing, review and editing, conceptualization and methodology. R.E.B.: writing, review and editing, resources and conceptualization. N.J.G.P.: writing, review and editing, resources and conceptualization. S.G.: resources, formal analysis, funding acquisition, writing, review and editing, supervision, and methodology. R.A.I.: writing, review and editing.

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Extended data figures and tables

Extended data fig. 1 geological maps of potential source terranes for the altar stone..

a , Schematic map of the North Atlantic region with the crystalline terranes in the Caledonian-Variscan orogens depicted prior to the opening of the North Atlantic, adapted after ref.  95 . b , Schematic map of Britain and Ireland, showing outcrops of Old Red Sandstone, basement terranes, and major faults with reference to Stonehenge.

Extended Data Fig. 2 Altar Stone zircon U–Pb data.

a , Tera-Wasserburg plot for all concordant (≤10% discordant) zircon analyses reported from three samples of the Altar Stone. Discordance is defined using the concordia log % distance approach, and analytical ellipses are shown at the two-sigma uncertainty level. The ellipse colour denotes the sample. Replotted isotopic data for thin-section FN593 is from ref. 1 . b , Kernel density estimate for concordia U–Pb ages of concordant zircon from the Altar Stone, using a kernel and histogram bandwidth of 50 Ma. Fifty-six concordant analyses are shown from 113 measurements. A rug plot is given below the kernel density estimate, marking the age of each measurement.

Extended Data Fig. 3 Comparative kernel density estimates of concordant zircon concordia ages from the Altar Stone, crystalline sources terranes, and comparative sedimentary rock successions.

Each plot uses a kernel and histogram bandwidth of 50 Ma. The zircon U–Pb geochronology source for each comparative dataset is shown with their respective kernel density estimate. Zircon age data for basement terranes (right side of the plot) was sourced from refs. 20 , 26 .

Extended Data Fig. 4 Plots of rutile U–Pb ages.

a , Tera-Wasserburg plot of rutile U–Pb analyses from the Altar Stone (thin-section MS3). Isotopic data is shown at the two-sigma uncertainty level. b , Kernel density estimate for Group 2 rutile 207 Pb corrected 206 Pb/ 238 U ages, using a kernel and histogram bandwidth of 25 Ma. The rug plot below the kernel density estimate marks the age for each measurement.

Extended Data Fig. 5 Apatite Tera-Wasserburg U–Pb plots for the Altar Stone and Orcadian Basin.

a , Altar Stone apatite U–Pb analyses from thin-section MS3. b , Orcadian Basin apatite U–Pb analyses from sample AQ1, Spittal, Caithness. c , Orcadian Basin apatite U–Pb analyses from sample CQ1, Cruaday, Orkney. All data are shown as ellipses at the two-sigma uncertainty level. Regressions through U–Pb data are unanchored.

Extended Data Fig. 6 Combined kernel density estimate and histogram for apatite Lu–Hf single-grain ages from the Altar Stone.

Lu–Hf apparent ages from thin-section 2010K.240. Kernel and histogram bandwidth of 50 Ma. The rug plot below the kernel density estimate marks each calculated age. Single spot ages are calculated assuming an initial average terrestrial 177 Hf/ 176 Hf composition (see  Methods ).

Extended Data Fig. 7 Apatite trace element classification plots for the Altar Stone thin-section MS3.

Colours for all plots follow the geochemical discrimination defined in A. a , Reference 29  classification plot for apatite with an inset pie chart depicting the compositional groupings based on these geochemical ratios. b , The principal component plot of geochemical data from apatite shows the main eigenvectors of geochemical dispersion, highlighting enhanced Nd and La in the distinguishing groups. Medians for each group are denoted with a cross. c , Plot of total rare earth elements (REE) (%) versus (Ce/Yb) n with Mahalanobis ellipses around compositional classification centroids. A P = 0.5 in Mahalanobis distance analysis represents a two-sided probability, indicating that 50% of the probability mass of the chi-squared distribution for that compositional grouping is contained within the ellipse. This probability is calculated based on the cumulative distribution function of the chi-squared distribution. d , Chondrite normalized REE plot of median apatite values for each defined apatite classification type.

Extended Data Fig. 8 Cumulative probability density function plot.

Cumulative probability density function plot of comparative Old Red Sandstone detrital zircon U–Pb datasets (concordant ages) versus the Altar Stone. Proximity between cumulative density probability lines implies similar detrital zircon age populations.

Supplementary information

Supplementary information 1.

Zircon, rutile, and apatite U–Pb data for the Altar Stone and Orcadian Basin samples. A ) Zircon U–Pb data for MS3, 2010K.240, and FN593. B ) Zircon U–Pb data for secondary references. C ) Rutile U–Pb data for MS3. D ) Rutile U–Pb data for secondary references. E ) Session 1 apatite U–Pb data for MS3. F ) Session 1 apatite U–Pb data for secondary references. G ) Session 2 apatite U–Pb data for Orcadian Basin samples. H ) Session 2 apatite U–Pb data for secondary references.

Reporting Summary

Peer review file, supplementary information 2.

Apatite Lu–Hf data for the Altar Stone. A) Apatite Lu–Hf isotopic data and ages for thin-section 2010K.240. B) Apatite Lu–Hf data for secondary references.

Supplementary Information 3

Apatite trace elements for the Altar Stone. A) Apatite trace element data for MS3. B) Apatite trace element secondary reference values.

Supplementary Information 4–8

Supplementary Information 4 : Summary of analyses. Summary table of analyses undertaken in this work on samples from the Altar Stone and the Orcadian Basin. Supplementary Information 5: Summary of zircon U–Pb reference material. A summary table of analyses was obtained for zircon U–Pb secondary reference material run during this work. Supplementary Information 6: Kolmogorov–Smirnov test results. Table of D and P values for the Kolmogorov–Smirnov test on zircon ages from the Altar Stone and potential source regions. Supplementary Information 7: Kolmogorov–Smirnov test results, with Monte Carlo resampling. Table of D and P values for the Kolmogorov–Smirnov test (with Monte Carlo resampling) on zircon ages from the Altar Stone and potential source regions. Supplementary Information 8: Summary of apatite U–Pb reference material. A summary table of analyses was obtained for the apatite U–Pb secondary reference material run during this work.

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Clarke, A.J.I., Kirkland, C.L., Bevins, R.E. et al. A Scottish provenance for the Altar Stone of Stonehenge. Nature 632 , 570–575 (2024). https://doi.org/10.1038/s41586-024-07652-1

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On Thursday, Sweden reported the first case of a deadlier form of mpox outside Africa , in a person who had traveled to the continent. “Occasional imported cases like the current one may continue to occur,” the country’s public health agency warned.

“There’s a need for concerted effort by all stakeholders, not only in Africa, but everywhere else,” Dr. Dimie Ogoina, a Nigerian scientist and chair of the W.H.O.’s mpox emergency committee, said on Wednesday.

Congo alone has reported 15,600 mpox cases and 537 deaths, most of them among children under 15, indicating that the nature of the disease and its mode of spread may have changed.

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