Using Case Studies to Teach

reading plan case study

Why Use Cases?

Many students are more inductive than deductive reasoners, which means that they learn better from examples than from logical development starting with basic principles. The use of case studies can therefore be a very effective classroom technique.

Case studies are have long been used in business schools, law schools, medical schools and the social sciences, but they can be used in any discipline when instructors want students to explore how what they have learned applies to real world situations. Cases come in many formats, from a simple “What would you do in this situation?” question to a detailed description of a situation with accompanying data to analyze. Whether to use a simple scenario-type case or a complex detailed one depends on your course objectives.

Most case assignments require students to answer an open-ended question or develop a solution to an open-ended problem with multiple potential solutions. Requirements can range from a one-paragraph answer to a fully developed group action plan, proposal or decision.

Common Case Elements

Most “full-blown” cases have these common elements:

  • A decision-maker who is grappling with some question or problem that needs to be solved.
  • A description of the problem’s context (a law, an industry, a family).
  • Supporting data, which can range from data tables to links to URLs, quoted statements or testimony, supporting documents, images, video, or audio.

Case assignments can be done individually or in teams so that the students can brainstorm solutions and share the work load.

The following discussion of this topic incorporates material presented by Robb Dixon of the School of Management and Rob Schadt of the School of Public Health at CEIT workshops. Professor Dixon also provided some written comments that the discussion incorporates.

Advantages to the use of case studies in class

A major advantage of teaching with case studies is that the students are actively engaged in figuring out the principles by abstracting from the examples. This develops their skills in:

  • Problem solving
  • Analytical tools, quantitative and/or qualitative, depending on the case
  • Decision making in complex situations
  • Coping with ambiguities

Guidelines for using case studies in class

In the most straightforward application, the presentation of the case study establishes a framework for analysis. It is helpful if the statement of the case provides enough information for the students to figure out solutions and then to identify how to apply those solutions in other similar situations. Instructors may choose to use several cases so that students can identify both the similarities and differences among the cases.

Depending on the course objectives, the instructor may encourage students to follow a systematic approach to their analysis.  For example:

  • What is the issue?
  • What is the goal of the analysis?
  • What is the context of the problem?
  • What key facts should be considered?
  • What alternatives are available to the decision-maker?
  • What would you recommend — and why?

An innovative approach to case analysis might be to have students  role-play the part of the people involved in the case. This not only actively engages students, but forces them to really understand the perspectives of the case characters. Videos or even field trips showing the venue in which the case is situated can help students to visualize the situation that they need to analyze.

Accompanying Readings

Case studies can be especially effective if they are paired with a reading assignment that introduces or explains a concept or analytical method that applies to the case. The amount of emphasis placed on the use of the reading during the case discussion depends on the complexity of the concept or method. If it is straightforward, the focus of the discussion can be placed on the use of the analytical results. If the method is more complex, the instructor may need to walk students through its application and the interpretation of the results.

Leading the Case Discussion and Evaluating Performance

Decision cases are more interesting than descriptive ones. In order to start the discussion in class, the instructor can start with an easy, noncontroversial question that all the students should be able to answer readily. However, some of the best case discussions start by forcing the students to take a stand. Some instructors will ask a student to do a formal “open” of the case, outlining his or her entire analysis.  Others may choose to guide discussion with questions that move students from problem identification to solutions.  A skilled instructor steers questions and discussion to keep the class on track and moving at a reasonable pace.

In order to motivate the students to complete the assignment before class as well as to stimulate attentiveness during the class, the instructor should grade the participation—quantity and especially quality—during the discussion of the case. This might be a simple check, check-plus, check-minus or zero. The instructor should involve as many students as possible. In order to engage all the students, the instructor can divide them into groups, give each group several minutes to discuss how to answer a question related to the case, and then ask a randomly selected person in each group to present the group’s answer and reasoning. Random selection can be accomplished through rolling of dice, shuffled index cards, each with one student’s name, a spinning wheel, etc.

Tips on the Penn State U. website: http://tlt.its.psu.edu/suggestions/cases/

If you are interested in using this technique in a science course, there is a good website on use of case studies in the sciences at the University of Buffalo.

Dunne, D. and Brooks, K. (2004) Teaching with Cases (Halifax, NS: Society for Teaching and Learning in Higher Education), ISBN 0-7703-8924-4 (Can be ordered at http://www.bookstore.uwo.ca/ at a cost of $15.00)

ORIGINAL RESEARCH article

Teaching reading: a case study through mixed methods.

\r\nNatalia Surez*

  • 1 Departamento de Didácticas Específicas, Universidad de la Laguna, San Cristóbal de la Laguna, Spain
  • 2 Departamento de Psicología Evolutiva y de la Educación, Universidad de la Laguna, San Cristóbal de La Laguna, Spain
  • 3 Departamento de Psicología Clínica, Psicobiología y Metodología, Universidad de La Laguna, San Cristóbal de La Laguna, Spain

The present study analyzes the relationship between teachers’ beliefs about learning to read, teaching practices, and discourse. To carry out this study, we benefited from the collaboration of six teachers in kindergarten and the first levels of primary education. First, an attribution questionnaire was used to analyze beliefs about learning to read ( Jiménez et al., 2015 ). Secondly, to study teaching practices, an observation tool was used ( Suárez et al., 2018 ). Thirdly, in order to know the opinion of teachers about how to teach reading, we adapted the instrument to assess teaching perspectives elaborated by Clark and Yinger (1979) . Finally, all the information was triangulated and analyzed using mixed methods. The results indicated that the relationship between beliefs, practices, and discourse is not always consistent. In all teachers, a relationship was found between some of their beliefs, practices, and discourse. At the level of beliefs, all teachers presented one predominant attributional profile, although to a lesser extent, their beliefs were also attributable to other learning theories. The results indicated that all the teachers carried out teaching practices associated with the different learning theories. Similarly to their discourse, all teachers showed diverse opinions about the learning processes involved in reading. These results indicate that teachers maintain eclectic approaches, both when they carry out activities in the classroom and when they think about learning to read.

Introduction

For almost three decades, research has documented the influence of teachers’ beliefs on educational practice ( Berthelsen and Brownlee, 2007 ; Kuzborska, 2011 ; Barrot, 2015 ). Teacher’s beliefs are thoughts, perceptions, and values about their roles as educators, education, and how students learn ( Vartuli, 2005 ). It has even been shown that if teachers are aware of their own beliefs, the repertoire of teaching skills can be increased ( Tracey and Mandel, 2012 ), leading to a change in classroom decision making, and teaching strategies and evaluation. If we want to achieve improvements in teaching, it is necessary to examine the teachers’ beliefs and modify them ( McAlpine and Weston, 2002 ). A great deal of research in this direction has shown that instructional events can be catalysts for changing beliefs ( Stevens, 2002 ; Theurer, 2002 ; Fazio, 2003 ), since beliefs are permeable mental structures susceptible to change ( Thompson, 1992 ), although there appears to be no consensus on this ( Block and Hazelin, 1995 ; Richardson, 1996 ).

More recent studies have provided us with more detailed information on how beliefs and implicit knowledge influence teachers’ instructional practices ( Cunningham and Zibulsky, 2009 ), actions, and strategies that they implement to teach reading in the classroom. The research carried out in this regard has focused on differentiating three traits appearing in the teaching and learning of reading. Thus, Tolchinsky and Ríos (2009) analyzed the relationship between what teachers say and do (2.250), teaching practice ( N = 2), and students’ knowledge ( N = 814). To do this, they used a self-report questionnaire of 30 questions, with high reliability (α = 0.81) and a Likert scale (0–6). Through a cluster analysis, they detected three differentiated profiles: instructional practices focused on teaching the names of letters, letter–sound relationships, as well as the importance of learning products; a situational approach to activities arising from classroom situations, where students look for the means to understand texts that they do not know; and multidimensional activities such as letter knowledge, recognition, and letter–sound association, as well as reading and writing work from situations that arise in the classroom. The results showed the following distribution: instructional (33.87%), situational (37.06%), and multidimensional (29.06%). Also, they found that 30% of the children were able to recognize unknown words and did not seem to have difficulty in mastering the code, and that teachers used explicit, early, and systematic teaching practices.

Also, in Spain, Barragán and Medina (2008) , analyzed the practices teachers use through questionnaires. They found significant differences depending on the profile and educational level. Thus, nursery/kindergarten teachers showed a higher profile of situational practices (50%), compared to elementary school teachers who showed a profile of instructional practices (70%). Subsequently, they analyzed the profile of practices according to geographical area, finding that the teachers who carried out the greatest number of situational practices were those of the Basque country, followed by teachers from Almería, Cantabria, Catalonia, and the Community of Madrid (more than 50%). Catalonia and Cantabria showed a lower frequency of instructional practices (less than 20%); however, the teachers from León and Asturias used these practices more frequently (more than 55%). The same authors also observed six Early Childhood Education classrooms in Almeria. The results showed a relationship between the declared belief profile and its practices in the classroom. In another study, Ríos et al. (2010) demonstrated the relationship between the knowledge learned and the practices in teaching reading of two Infant Education teachers. They found that the contents worked on by the teacher with a situational profile were reading and writing functions, identification of words in reading, and letter names and sound values.

The teacher with an instructional profile used word identification and word reading. In the study carried out by Baccus (2004) , a direct relationship was found between the teachers’ beliefs and the instructional time dedicated to the teaching of reading. In addition, Rapoport et al. (2016) focused on analyzing the beliefs that teachers maintain ( N = 144) regarding the contribution of executive functions in reading performance and their teaching practice. Their results showed a positive relationship between these two variables ( r = 0.512, p < 0.01).

Ethnicity has been another feature highlighted in studies assessing the dyad of beliefs and practices in teaching. The Center for the Improvement of Early Reading Achievement [CIERA] (2001) examined the beliefs and practices of 250 early childhood teachers. Their results showed a relationship between beliefs (based on the importance of the development of alphabetic knowledge, word recognition, stories, and oral language) and practices. Differences in relation to beliefs were found based on the ethnicity of teachers. African American teachers tended to believe that it was more important for the child to learn to read through teaching the alphabet (e.g., naming letters, saying their sounds), while white teachers thought it was more important for children to learn to read from teaching oral language activities (e.g., answering questions about a story or telling a story from a drawing). On the other hand, they found significant differences depending on the academic training received, so teachers with a higher academic level believed that teaching of oral language was more important, while teachers with lower academic levels did not share this belief.

Also, the report presented by the Teaching and Learning International Survey (TALIS) ( OCDE, 2009 ) provides detailed information on the development of variables involved in the teaching and learning process. This report analyzed the beliefs of secondary school teachers in several countries. Their results indicated that most countries (Northeastern Europe, Scandinavia, Australia, and Korea) showed constructivist positions ( p < 0.05). Humanities teachers presented more structured beliefs and were little oriented toward students ( p < 0.05), also with differences depending on teaching experience, so the teachers with more years of experience thought and performed more structured practices ( p < 0.05). The analyses also revealed a positive correlation between constructivist beliefs and practices in teachers from different countries ( p < 0.05), except in Korea, where a weak relationship was found between beliefs and practices with a direct style. Finally, they found that positioning depended largely on the quality of the learning environment and job satisfaction ( p < 0.05). In subsequent reports ( OCDE, 2013 ), an average 95% of OECD teachers stated that they agree with constructivist practices.

Other lines of research have not found a bidirectional relationship between the teachers’ thinking and their action in the classroom. An example is the study carried out by Miglis et al. (2014) with 90 Norwegian teachers. They used a 130-item questionnaire to measure beliefs (e.g., their role as teachers, the role of teachers in teaching reading, consistency with current research about the importance of early literacy) and teaching practices (e.g., books, book contents, alphabetic knowledge, phonological awareness, and reading and writing). They found that teachers reported moderately positive beliefs about their role as a teacher in their students’ reading success, and they “agreed” with the idea that research has found that early literacy is necessary. These beliefs were not related to their practices, since the time devoted to this type of instruction was minimal. However, they discovered that the most widely used practice was “shared reading and reading aloud for 10 min a day” (29.3%). There are numerous studies that have not found a relationship between these two variables ( Wilcox-Herzog, 2001 ). Thus, for example, through two teachers’ collaboration, Pérez-Peitx (2013) was able to observe classroom practices and analyze interviews. Their results also indicated that there was no relationship between these two variables. Along the same lines, another recent study ( Utami et al., 2019 ) based on socio-cognitive theory studied teacher beliefs and practices in reading comprehension tasks. They found that the practices were not always consistent with their beliefs.

To our knowledge, there is no research assessing the profile of the teacher and teaching practices, in relation to all the theoretical principles that govern the teaching and learning processes of reading (i.e., innatist, maturationist, corrective, repetition, sociocultural, constructivist, psycholinguistic approaches).

The objective of this study is to find out whether or not there is a relationship between the beliefs, practices, and discourse used in teaching reading in the classroom, in order to propose more effective teaching strategies.

Materials and Methods

The study was carried out from a mixed methods perspective, integrating qualitative and quantitative sources of information through “merge” ( Creswell and Plano-Clark, 2007 ). The proposed design was triangulation ( Morse, 2003 ; Creswell and Plano-Clark, 2007 ; Tashakkori and Teddlie, 2010 ; Anguera et al., 2012 , 2018 ; Creswell, 2014 ), which was found suitable for the aims. A direct observation of teaching reading practices was carried out. The observational study was configured based on three criteria: study’s units, temporality, and dimensionality ( Anguera et al., 2011 ). The observational design can be classified as Nomothetic/Follow-up/Multidimensional (N/F/M) ( Sánchez-Algarra and Anguera, 2013 ; Portell et al., 2015 ). Frequency was analyzed. In order to analyze the relationship between teacher’s beliefs, practices, and discourse, a Pearson’s correlation was carried out.

Participants

Six teachers with an age between 25 and 50 years participated. The teachers’ years of experience ranged from 10 to 35 years. They belonged to different Infant and Primary Education units on the island of Tenerife (Canary Islands, Spain). The selection criteria were based mainly on the fact that the staff member taught the subject Spanish Language and Literature, devoting an average time period of 1 h a day to the teaching of reading.

To carry out this study, three fundamental tools were used: a questionnaire to know the teachers’ beliefs, an observation tool to analyze their practices, and a semi-structured interview to analyze the teachers’ speech about teaching and learning to read.

– Questionnaire on Beliefs about Learning and Teaching Reading , composed of 60 items (see Suárez et al., 2013 ; Jiménez et al., 2014 , 2015 ) corresponding to the basic postulates of each learning theory: innatist, maturationist, sociocultural, constructivist, corrective, repetition, and psycholinguistic (see for review Tracey and Mandel, 2012 ). Teachers had to respond according to their degree of agreement or disagreement using a Likert scale of 0–10, where 0 means strongly disagree, and 10, strongly agree. Cronbach’s Alpha was 0.88.

Observation Tool on Reading Teaching Practices. This tool used here was developed by Suárez et al. (2018) and combines a field format and systems of categories. This consists of 14 criteria—alphabetic knowledge, phonological awareness, use of teaching resources, prior knowledge of children, reinforcement, feedback, modeling, direct instruction, guided oral instruction, extracurricular tasks, reading and writing, psychomotor skills, functional reading skills, and vocabulary—and 77 categories on practices in teaching reading. For the measurement plan, the results showed that the absolute and relative generalizability measures were acceptable (at 0.970 and 0.989) at 30 sessions and that 40 sessions were needed to reach 0.977 and 0.992, respectively. For the generalizability indexes to measure inter- and intraobserver reliability, a four-faceted SRC/O (Session, Criterion, Category/Observer) design was used, and analysis showed the greatest percentage of variability to be related to the Criterion facet (33%), while the Observer facet showed no variability at all. The absolute generalizability coefficient was 0.999, and the relative coefficient was also 0.999. With respect to the intra-rater reliability, using a four-faceted SRC/M (Session, Criterion, Category/Moment) design, analysis showed that 32% of variability corresponded to the Session facet and 33% corresponded to Criterion, while Moment showed no variability. The absolute and relative generalizability coefficients obtained for Observer 1 were both 0.999. The absolute and relative coefficients for Observer 2 were both 0.997, facet showed no variability at all. The absolute generalizability validity using a two-faceted model [Observation (2) and Criterion (74)] showed a value of 0.000 (absolute and relative validity).

– Four digital video cameras and Match Vision 3.0 software ( Perea et al., 2006 ) were used for the sessions to record teaching practices. Data quality was analyzed using the Generalizability Study (GT) version 2.0.E program ( Ysewijn, 1996 ) and the SAS 9.1 statistical package. Teacher discourse was analyzed using Atlas.ti 6.0 ( Friese, 2011 ).

– Structured Teacher Interview on Teaching Practices . We adapted the interview on teaching perspectives elaborated by Clark and Yinger (1979) , composed of 28 questions on aspects related to teaching and learning: general questions about teaching, daily classes, teaching and learning, curriculum, time, and teachers’ “philosophy.” Changes were included in the nomenclature of the subjects of the curriculum and in the section on teacher philosophy (F), where the questions were guided toward the field of reading (see Table 1 ).

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Table 1. Interview adapted from Clark and Yinger (1979) .

– For the interviews, a video camera and two Panasonic recorders, model RR-US455 (with 66 h of recording capacity), were used to ensure safe information storage.

– To transcribe information, the program Naturally Dragon Speaking ( Baker, 1975 ), version 12 was employed, and Atlas.ti, version 6, for information analysis ( Friese, 2011 ).

Before the recordings were made, authorization was obtained from both the teachers and the pupils’ parents. All participants provided written informed consent prior to their participation. Likewise, a schedule was agreed on for when the study would be carried out. On the day indicated, the belief questionnaire was applied to the participating teachers, their doubts in this regard were clarified, and approximately an hour was spent to complete it. Seven recording sessions per teacher (twice a week for 1 h each day) led to total of 42 h of recording (see Suárez et al., 2018 ). The interviews were held with the participating teachers and recorded in classrooms devoid of noise. Cameras were located in front of each teacher, and the furniture was arranged in an interview layout. The interviews of the six teachers were recorded, each lasting approximately 1 h. The audio was later transferred to the computer for the literal transcription of the interviews. Subsequently, the available information was collated and all the material subject to data processing organized. To conclude this phase, each interview was reviewed to gain an overall impression of the information provided by each teacher.

In the next phase, the document was segmented and coded through the Atlas.ti 6.0 program. The data were processed using the thematic analysis technique, according to the proposal of Braun and Clarke (2006) . Initially, the hermeneutic units were defined according to the interview questions, taking into account the theories about learning to read. Subsequently, the primary documents were worked on and information segmented. In this case, we focused on words as well as phrases/sentences and texts. The relevant information was then selected, and these units were encoded. Later, we established code families composed of the different variables affecting teaching and its context. Teachers’ opinions about learning to read were categorized. The code families structured the relationship between the previously identified categories and theories on the learning of reading (e.g., innatist, maturationist, sociocultural, constructivist, corrective, repetitive, and psycholinguistic).

In order to classify each teacher according to his/her attributional profile, factor scores for each theoretical approach defined the teachers’ beliefs according to the percentiles (see Table 2 ).

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Table 2. Teachers’ profiles in each theory in percentiles.

To determine which theory should be attributed most to each teacher, the score was set around the percentile ≥75, and to determine which theories fitted less, around percentile ≥50 (see Figure 1 ).

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Figure 1. Example teacher F. profile.

Although all teachers were characterized by a predominant attributional profile that defined their particular beliefs, we found that their reading teaching behavior could also be attributed to any of the other theories to a lesser extent (see Table 3 ).

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Table 3. Summary of teachers’ profiles.

Regarding teaching reading practices, it was found that the most used was feedback (praising or correcting the student), followed by the use of teaching resources (e.g., stories, songs, or poetry), direct instruction (e.g., individual–group reading, aloud or silent, with or without intonation, and fluency) and functional knowledge of reading (e.g., summary, questions, comprehension exercises). To a lesser extent, they used literacy activities, reinforcement through praise (e.g., tangible or verbal), reading and writing, and work on alphabetic knowledge.

The latter strategy indicated that teachers mostly referred to constructivist theory, except teacher M.C., who chose to position herself in psycholinguistic theory. Similarly, teacher F. emphasized that students should build their learning and that teachers should function as a guide. To a lesser extent, she commented on aspects of the maturation and behaviorist theory (see Figure 2 ). Teacher M. also focused on the foundations of constructivism (e.g., prior knowledge, children discover their learning). She also talked about the importance of psychomotor skills, correctness in reading, as well as the involvement of parents. Teacher C. commented that students learn through construction and must discover reading autonomously through the support offered by the teacher. She also emphasized the role that parents play in reading, the importance of resources, oral language work, phonological awareness, as well as maturity in the development of reading. Teacher M.C. placed greater emphasis on the development of phonological awareness and oral language to teach reading. However, teacher S. focused more on student autonomy in the learning process and to a lesser extent on oral language, use of resources, and correction during reading (feedback). Teacher I. focused mostly on the construction of learning and less so on the role of oral language and the use of resources (library).

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Figure 2. Teacher F. Network summarizing key concepts associated with the teaching process.

Subsequently, the information was triangulated after analyzing the beliefs, practices, and discourse of the teachers. For this, several researchers who are experts in the learning and teaching of reading skills agreed on the following relationship, in accordance with the basic postulates of each of the theories considered (see Table 4 ).

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Table 4. Triangulation between theoretical profile, teaching practices, and teacher discourse.

Then the teachers’ scores were compared in relation to their beliefs, teaching practices (in terms of frequency), as well as teacher discourse, previously analyzed through its categorization into teaching–learning processes and their context (see Table 5 ). Finally, the results were interpreted according to Pearson’s correlation analysis. The results showed a high correlation ( r = 0.72, p < 0.05) in teacher F. and in teacher I. ( r = 0.71, p < 0.05) and a negative and high correlation in teacher M. ( r = −0.81, p < 0.05) between beliefs and practices. Moreover, they showed a moderate correlation in teacher C. ( r = 0.52) and in teacher M. ( r = 0.45) between beliefs and discourse. Finally, the results showed a negative and high correlation in teacher I. ( r = −0.74, p < 0.05) and in teacher M.C. ( r = −0.76, p < 0.05) between practices and discourse.

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Table 5. Percentages of teachers’ beliefs, reading practices, and discourse.

Teacher F. showed links between his theoretical profile and his practices. A relationship between corrective beliefs (27.8%) and practices (29.2%) was found. On the other hand, we observed that in his practices, he used activities associated with other theories: repetition (23.5%), constructivism (19.9%), and psycholinguistic (16%). This also happened when he thought about how children learn to read, since he considered that the construction of learning (77.8%), maturation (11.1%), and providing feedback (11.1%) were fundamental. Other discourse makers, teacher M. did not show a link between her sociocultural (22%) and maturationist (23.4%) theoretical profile and her practices (5.7% and 0.6%). However, the results indicated that her maturationist (23.4%), sociocultural (22%) beliefs were related only to her discourse. So, she thought that the use of psychomotor skills (21.4%), teaching resources such as stories, stories, poems, and texts (14.3%), and teaching previous knowledge (50%) were important. However, practices based on other currents were observed: corrective reading (32.6%) and repeated reading (25.2%), as well as constructivism (19.1%), such as working previous knowledge or reading and writing and psycholinguistic skills (16.6%) [e.g., alphabetic knowledge: teaching letter names and sounds, rules with support rhymes, etc.; phonological awareness: stimulating children to become aware of letter sounds, saying words that begin with a certain sound, separating words into syllables, playing the game veo-veo (I spy.); vocabulary: teaching the meaning of words]. During the interview, opinions related to other theories were also found (i.e., corrective).

As for teacher C., there was a bidirectional relationship between her sociocultural theoretical profile (39.6%) (e.g., use of teaching resources such as stories, songs, writings from different sources, etc.) and her discourse (33.3%). Also, it was found that her psycholinguistic profile (28.9%) was related to her discourse (11.1%) (e.g., oral language or phonological awareness). However, the results indicated that this teacher carried out other practices not related to her theoretical beliefs, such as: feedback (50.8%) and repetition (16.9%). The same occurred with her discourse; she thought that maturation was also important (22.3%).

Regarding teacher M.C., a negative relationship was found between her psycholinguistic discourse (59.3%) and her teaching practices (4.1%). The same happened with her corrective practices (37.6%) and her discourse (14.8%) (e.g., correct when the child is wrong, point out, provide examples, deny). However, when we analyzed her practices, we found activities justified by other theories, such as functional knowledge of reading or use of teaching resources (13%) or repetition (19.6%) and constructivism (13%) (e.g., previous reading and writing, and likewise when we asked her opinion about how children learn to read (e.g., constructivism).

Regarding teacher S., she showed a corrective (17.6%), innatist (17.6%), sociocultural (17.6%), maturationist (16.6%), and constructivism (15.3%) profile. Then, she carried out corrective (35.1%) practices (e.g., feedback, direct instruction). During her discourse, opinions were also found that were constructivist (47.9%) and psycholinguistic (20%). Nevertheless, repetition practices (36%) were observed that had nothing to do with her expressed beliefs.

A relationship was found between the constructivism profile (23%) of teacher I. and her practices (19.3%). Then the result showed a relationship between corrective (12.6%) and repetitive (12.6%) beliefs and practices. Furthermore, this teacher used other practices unrelated to any of her attributed beliefs, such as: sociocultural (10.6%). No relationship between corrective (23%) and repetition (25.3%) practices and discourse were found. In the same way, she referred to the implication of other (e.g., sociocultural and psycholinguistic) theories in infant readers’ learning. The innatist profile of teacher I. was not related to her practices or discourse.

The results of the present study are congruent with previous study results that showed that teachers hold eclectic positions ( Clemente, 2008 ; Jiménez and O’Shanahan, 2008 ; Clemente et al., 2010 ; Rodríguez and Clemente, 2013 ). Other research has shown quite different results, from studies finding a relationship between beliefs and teaching practices in reading learning ( Cunningham and Zibulsky, 2009 ; Tolchinsky and Ríos, 2009 ; Rapoport et al., 2016 ) to studies which indicated a moderate correlation ( Baumann et al., 1998 ). On the opposite side, other authors found no such relationship ( Pérez-Peitx, 2013 ; Miglis et al., 2014 ; Enyew and Melesse, 2018 ; Utami et al., 2019 ).

The data extracted from the belief questionnaires have been complemented with the analysis of teaching practices and each teacher’s interviews, which allowed us to provide additional information ( Castañer et al., 2013 ). In our case, the interview helped us complete the teacher’s profile. We found that the teaching and learning processes are mediated by multiple contextual variables that were not identified by the questionnaire or recorded observations.

Analysis of the practices allowed us to identify not only what activities the teachers performed in their real teaching context but also how their sequence of instruction was oriented in all cases toward the use of their own multiple resources, applying other theories. The relationship found between some beliefs and practices in this study suggests that if teachers are aware of their own beliefs, the repertoire of teaching practices can be increased ( Tracey and Mandel, 2012 ), causing changes in decision making in the classroom and in teaching and evaluation strategies. In addition, as all teachers used many activities characteristic of other theories they did not explicitly hold, we focused on the opposite process, modifying their practices to cause a change in their beliefs ( Fazio, 2003 ), since these are permeable mental structures that can be modified ( Thompson, 1992 ). But how can we achieve this? Some studies confirm that people form their implicit theories through the knowledge they acquire ( Suárez and Jiménez, 2014 ).

The first step is to achieve the teacher’s predisposition to change, always through invitation ( Baena, 2000 ), by encouraging reflection. To do this, they should become aware how their own beliefs are involved in their teaching practice and how they influence student performance. In addition, the false myths about learning to read and teaching practices should be recognized, as prescribed by the National Reading Panel [NRP] (2000) . The question remains whether teachers have received training based on the latest advances in scientific research on the teaching of reading, in order to provide young students (who may or may not have difficulties) with the tools necessary for their learning to proceed optimally.

Online training offers teachers the opportunity to recycle their knowledge ( Costi et al., 2005 ; Jiménez, 2015 ; Jiménez et al., 2015 ; Jiménez and O’Shanahan, 2016 ), which generates an important pillar supporting success, integration, and sustainability in education ( Haydon and Barton, 2007 ; Somekh, 2008 ). It is also an alternative solution to the lack of time and difficulties in reconciling work and family life. It has been found that experience with these resources plays a fundamental role, since it favors a positive attitude of teachers and also confidence in the use of these tools for education ( BECTA, 2009 ). Joshi et al. (2009) found that the training teachers receive is inadequate because textbooks and courses in education reflect superstitions, anecdotes, and beliefs that are not based on scientific evidence. Research has also found that teachers do not properly use the practices that are based on scientific evidence ( Moats, 2009 ). If the learning environment is effective, it can even happen that only a small percentage of students present difficulties in learning to read ( Cunningham and Zibulsky, 2009 ).

The updating of knowledge according to research conclusions is proposed as an alternative for teachers who specialize in teaching reading, since teaching quality is one of the main factors determining the academic success of students ( European Council, 2008 ). For teachers to learn good practices, it is important that they have the following knowledge at their disposal: (1) fundamental research and theories about the development of language and reading; (2) strategies for use in the classroom to teach word recognition, vocabulary, text comprehension, and fluency; (3) tools to work on reading and writing at the same time; (4) the best strategies to teach reading and the materials to use; (5) different techniques for student evaluation; (6) how to maintain a good balance between theory, practice, and information technologies; (7) knowledge of dyslexia and other learning disorders ( IRA, 2007 ); and (8) how to interpret and administer assessment tests to plan teaching ( IDA, 2010 ). In addition, they must learn to ask more complex questions to help students make inferences and more elaborate reflections, as well as work with students’ prior knowledge ( RAND, 2002 ). However, the teacher alone should not be responsible for this process, because we have confirmed that in the teaching environment, there are other strong factors such as society or culture ( Quintana, 2001 ). The challenge now consists of achieving a change in the ways of thinking of those responsible for educational administration. The necessary means should also be provided to facilitate refresher courses and ongoing e-learning for teachers, with training programs that include content based on scientific evidence. One limitation is that the study consisted of six teachers and is not generalizable to a greater audience.

In general terms, we can conclude that the relationship between beliefs, practices, and discourse varies according to certain nuances. Thus, of the two beliefs attributed to teacher F., only one (corrective) was related to his form of instruction and his opinion. Among the four beliefs attributed to teacher M. (sociocultural, maturationist, repetition, and psycholinguistic), a relationship was found only between her maturationist and sociocultural profile and her discourse. Both beliefs attributed to teacher C. (sociocultural and psycholinguistic) were related to the discourse content. Of the two beliefs attributed to teacher M.C. (corrective and psycholinguistic), neither of them was related to her actions and reflections. Among the five beliefs attributed to teacher S. (sociocultural, innatist, corrective, maturationist, and constructivist) only two (corrective and sociocultural) were related to her active practices and discourse comments. Finally, of the two beliefs of teacher I. (innatist and constructivist), only constructivism was related to her practices or her opinion.

Although it is true that a relationship was found in all the teachers between some of their beliefs, practices, and discourse, as revealed in their discursive talks, all the teachers thought that learning to read depended on factors underlying other theories not related to their attributional profile. Therefore, despite attributing to them certain beliefs when they teach children to read and when they think of learning to read, it can be concluded that all teachers maintain an eclectic approach.

Data Availability Statement

All datasets generated for this study are included in the article/supplementary material.

Ethics Statement

Ethical review and approval was not required for the study on human participants in accordance with the local legislation and institutional requirements. Written informed consent to participate in this study was provided by the participants’ legal guardian/next of kin.

Author Contributions

NS: this author’s grant was used to run the project Integrando creencias y prácticas de enseñanza de la lectura (Integrating beliefs and practices about teaching reading), ref: PSI2009-11662. She participated actively in the research, analyzed the teaching practices and discourse, and was responsible for the literature review and drafting of this manuscript. JJ: supervised the project and the preparation of the study, offered theoretical guidance, and was responsible for reviewing the manuscript. CS: supervised the design and preparation of the study, offered guidance on methodology, and helped review the manuscript. All authors approved the final version of this article.

Conflict of Interest

The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

This research has been funded through the Plan Nacional I + D + i (R+D+i National Research Plan of the Spanish Ministry of Economics and Competitiveness), project ref: PSI2009-11662 and project ref: PSI2015-65009-R, with the second author as the principal investigator. We also gratefully acknowledge the support of a Spanish Government subproject, Integration ways between qualitative and quantitative data, multiple case development, and synthesis review as main axis for an innovative future in physical activity and sports research (PGC2018-098742-B-C31) (2019–2021) (Ministerio de Ciencia, Innovación, y Universidades/Agencia Estatal de Investigación/Fondo Europeo de Desarrollo regional), that is part of the coordinated project New approach to research in physical activity and sport from a mixed methods perspective (NARPAS_MM) (SPGC201800 × 098742CV0).

Key Concepts

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Keywords : beliefs, teaching practices, reading, teacher discourse, triangulation, mixed methods

Citation: Suárez N, Jiménez JE and Sánchez CR (2020) Teaching Reading: A Case Study Through Mixed Methods. Front. Psychol. 11:1083. doi: 10.3389/fpsyg.2020.01083

Received: 30 November 2019; Accepted: 28 April 2020; Published: 10 June 2020.

Reviewed by:

Copyright © 2020 Suárez, Jiménez and Sánchez. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

*Correspondence: Natalia Suárez, [email protected]

Disclaimer: All claims expressed in this article are solely those of the authors and do not necessarily represent those of their affiliated organizations, or those of the publisher, the editors and the reviewers. Any product that may be evaluated in this article or claim that may be made by its manufacturer is not guaranteed or endorsed by the publisher.

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Home » Resources » Case study of Amelia, a five-year-old reader who enjoys reading at home

Case study of Amelia, a five-year-old reader who enjoys reading at home

Felicity holt-goldsmith.

Amelia* is a middle ability pupil in a mixed ability class of thirty one children, with a ratio of eighteen boys and eleven girls. The school is average size for a primary school and most of the pupils are drawn from the immediate neighbourhood. When I met Amelia she was graded at Level 1c for her reading, slightly below average for the class. The school endeavours to provide an atmosphere where the enjoyment of reading is promoted and nurtured. Children have reading books from the Oxford Reading Scheme which they take home every day and home and school links are made through reading journals. There is also a selection of books in the classroom and the school is in the process of renovating the library.

Comprehension

To try and gain an understanding of Amelia as a reader I undertook a reading conference and made observations of her reading in a range of different contexts. However, the limited amount of time spent at the placement means that only a speculative analysis can be made. Amelia was still learning to decode but she was able to utilise higher order reading skills such as comprehension. She was an able meaning maker and engaged with a variety of texts. In terms of The Simple View of Reading (Rose, 2006: 40) she would be placed in the section of ‘poor word recognition; good comprehension’ although her skills of decoding words improved quite significantly even during the short time I was at the school. Cain (2010) argues that to understand a text’s meaning a reader needs to establish local and global coherence. Local coherence is described as the ability to make links between adjacent sentences and global coherence is described as the ability to make sense of a text as a whole and relate this to personal experiences (p. 52). Amelia was able to understand the narrative of a story and could relate stories to her own life and other texts. During the reading conference I asked her about a book that she had read a few weeks ago; she was able to retell the story in great detail and described which parts were her favourite. There was also evidence that Amelia was able to engage with the meanings of individual words. For example, when reading aloud to me she read the word ‘buggy’ and said that ‘pram’ could be used as an alternative. It would be important to encourage this interest in the meanings of words in order for Amelia to progress with her comprehension skills. As Cain (2010) suggests, vocabulary knowledge is strongly associated with good reading comprehension.

Phonics and other strategies

Amelia was still learning to decode and used a number of different strategies. She used her knowledge of phonics as one way to decode words. She would split a word up into individual phonemes and then blend these together to read the word aloud. She often used her finger to cover up parts of the word in order to try and make this process easier. However, for some words she did not use this strategy. She struggled to read the word ‘children’ and said that it was too difficult to sound out because it was too long. However, when we read a different book the week after she did not have any trouble reading this word. She explained that she was able to read it because she recognised it and not because she sounded it out, suggesting that she read it from sight. Amelia did use her knowledge of phonics to read although this strategy was used in addition to others. On several occasions she looked at the pictures before attempting to read the text and would subsequently make predictions of what was going to happen in the story. She was also receptive to learning new reading strategies. When she struggled to read the word ‘snowball’ I suggested she split it into two words that she may recognise: ‘snow’ and ‘ball’. The next week we read the same book again and she used the same strategy. Amelia’s use of different reading strategies appeared to be effective and it would be important to encourage her to continue to use a variety of strategies in order for her reading to progress.

Taking it further

Amelia is an enthusiastic reader and enjoys reading at home. She reads to her mother and father on a daily basis and explained that her father reads to her and her sister every night before bed. It appeared that her home life fosters a positive attitude to reading and this was arguably beneficial to her reading progress. Clark (2011) has found that there is a positive relationship between the number of books a child has at home and their reading attainment level. Goouch and Lambirth (2011) also suggest that children who read at home would have a head start at school ‘with their knowledge of how stories work, patterns and tunes in stories, the relationship between illustration and print as well as some clear information about print drawn from reading and re-reading favourite tales’ (p. 8). As previously discussed Amelia seemed to be an able meaning maker and this could partly be due to the fact that reading is a part of her daily routine at home.

It would be crucial to encourage Amelia’s enthusiasm and enjoyment of reading in order for her reading to progress further. Ofsted reports have consistently argued for a greater emphasis on reading for pleasure within the taught curriculum in both primary and secondary schools (Ofsted, 2012: 42). Amelia enjoys reading books about animals and it would be important to consider her interests and try and incorporate this when suggesting reading books. Lockwood (2008) argues that it is important to discuss children’s reading choices and reflect this when updating book stocks. This would be a way of promoting reading for pleasure not only for Amelia but for all the children in the class.

In conclusion, Amelia appeared to have good comprehension skills and her ability to decode was developing. She engaged with texts and was able to express opinions on books that she had read. She used her knowledge of phonics to decode words but did not rely on this strategy alone. Amelia enjoys reading and reads in a variety of different contexts. It would be crucial to encourage this positive attitude to reading in order for her reading to develop further. This could be done in various ways, including ensuring that her interests were reflected in the books that were available to read in the classroom. It would also be important to provide choice and to demonstrate the joy of reading by reading stories together as a class. Trying to promote reading for pleasure would be beneficial not only for Amelia but for all the children in the class.

* A pseudonym

Cain, K. (2010) Reading Development and Difficulties West Sussex: Blackwell Publishing Ltd.

Clark, C. (2011) Setting the Baseline: The National Literacy Trust’s first annual survey into reading London: National Literacy Trust.

Goouch, K. and Lambirth, A. (2011) Teaching Early Reading and Phonics London: Sage.

Lockwood, M. (2008) Promoting reading for pleasure in the primary school London: Sage.

Ofsted (2012) Moving English Forward. Available at:

http://www.ofsted.gov.uk/resources/moving-english-forward  (Accessed: 3rd March 2014).

Rose, J. (2006) Independent review of the teaching of early reading. Available at: http://webarchive.nationalarchives.gov.uk/20130401…

https://www. education.gov.uk/publications/eOrderi… (Accessed: 5th March 2014) 

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Case Study-Based Learning

Enhancing learning through immediate application.

By the Mind Tools Content Team

reading plan case study

If you've ever tried to learn a new concept, you probably appreciate that "knowing" is different from "doing." When you have an opportunity to apply your knowledge, the lesson typically becomes much more real.

Adults often learn differently from children, and we have different motivations for learning. Typically, we learn new skills because we want to. We recognize the need to learn and grow, and we usually need – or want – to apply our newfound knowledge soon after we've learned it.

A popular theory of adult learning is andragogy (the art and science of leading man, or adults), as opposed to the better-known pedagogy (the art and science of leading children). Malcolm Knowles , a professor of adult education, was considered the father of andragogy, which is based on four key observations of adult learners:

  • Adults learn best if they know why they're learning something.
  • Adults often learn best through experience.
  • Adults tend to view learning as an opportunity to solve problems.
  • Adults learn best when the topic is relevant to them and immediately applicable.

This means that you'll get the best results with adults when they're fully involved in the learning experience. Give an adult an opportunity to practice and work with a new skill, and you have a solid foundation for high-quality learning that the person will likely retain over time.

So, how can you best use these adult learning principles in your training and development efforts? Case studies provide an excellent way of practicing and applying new concepts. As such, they're very useful tools in adult learning, and it's important to understand how to get the maximum value from them.

What Is a Case Study?

Case studies are a form of problem-based learning, where you present a situation that needs a resolution. A typical business case study is a detailed account, or story, of what happened in a particular company, industry, or project over a set period of time.

The learner is given details about the situation, often in a historical context. The key players are introduced. Objectives and challenges are outlined. This is followed by specific examples and data, which the learner then uses to analyze the situation, determine what happened, and make recommendations.

The depth of a case depends on the lesson being taught. A case study can be two pages, 20 pages, or more. A good case study makes the reader think critically about the information presented, and then develop a thorough assessment of the situation, leading to a well-thought-out solution or recommendation.

Why Use a Case Study?

Case studies are a great way to improve a learning experience, because they get the learner involved, and encourage immediate use of newly acquired skills.

They differ from lectures or assigned readings because they require participation and deliberate application of a broad range of skills. For example, if you study financial analysis through straightforward learning methods, you may have to calculate and understand a long list of financial ratios (don't worry if you don't know what these are). Likewise, you may be given a set of financial statements to complete a ratio analysis. But until you put the exercise into context, you may not really know why you're doing the analysis.

With a case study, however, you might explore whether a bank should provide financing to a borrower, or whether a company is about to make a good acquisition. Suddenly, the act of calculating ratios becomes secondary – it's more important to understand what the ratios tell you. This is how case studies can make the difference between knowing what to do, and knowing how, when, and why to do it.

Then, what really separates case studies from other practical forms of learning – like scenarios and simulations – is the ability to compare the learner's recommendations with what actually happened. When you know what really happened, it's much easier to evaluate the "correctness" of the answers given.

When to Use a Case Study

As you can see, case studies are powerful and effective training tools. They also work best with practical, applied training, so make sure you use them appropriately.

Remember these tips:

  • Case studies tend to focus on why and how to apply a skill or concept, not on remembering facts and details. Use case studies when understanding the concept is more important than memorizing correct responses.
  • Case studies are great team-building opportunities. When a team gets together to solve a case, they'll have to work through different opinions, methods, and perspectives.
  • Use case studies to build problem-solving skills, particularly those that are valuable when applied, but are likely to be used infrequently. This helps people get practice with these skills that they might not otherwise get.
  • Case studies can be used to evaluate past problem solving. People can be asked what they'd do in that situation, and think about what could have been done differently.

Ensuring Maximum Value From Case Studies

The first thing to remember is that you already need to have enough theoretical knowledge to handle the questions and challenges in the case study. Otherwise, it can be like trying to solve a puzzle with some of the pieces missing.

Here are some additional tips for how to approach a case study. Depending on the exact nature of the case, some tips will be more relevant than others.

  • Read the case at least three times before you start any analysis. Case studies usually have lots of details, and it's easy to miss something in your first, or even second, reading.
  • Once you're thoroughly familiar with the case, note the facts. Identify which are relevant to the tasks you've been assigned. In a good case study, there are often many more facts than you need for your analysis.
  • If the case contains large amounts of data, analyze this data for relevant trends. For example, have sales dropped steadily, or was there an unexpected high or low point?
  • If the case involves a description of a company's history, find the key events, and consider how they may have impacted the current situation.
  • Consider using techniques like SWOT analysis and Porter's Five Forces Analysis to understand the organization's strategic position.
  • Stay with the facts when you draw conclusions. These include facts given in the case as well as established facts about the environmental context. Don't rely on personal opinions when you put together your answers.

Writing a Case Study

You may have to write a case study yourself. These are complex documents that take a while to research and compile. The quality of the case study influences the quality of the analysis. Here are some tips if you want to write your own:

  • Write your case study as a structured story. The goal is to capture an interesting situation or challenge and then bring it to life with words and information. You want the reader to feel a part of what's happening.
  • Present information so that a "right" answer isn't obvious. The goal is to develop the learner's ability to analyze and assess, not necessarily to make the same decision as the people in the actual case.
  • Do background research to fully understand what happened and why. You may need to talk to key stakeholders to get their perspectives as well.
  • Determine the key challenge. What needs to be resolved? The case study should focus on one main question or issue.
  • Define the context. Talk about significant events leading up to the situation. What organizational factors are important for understanding the problem and assessing what should be done? Include cultural factors where possible.
  • Identify key decision makers and stakeholders. Describe their roles and perspectives, as well as their motivations and interests.
  • Make sure that you provide the right data to allow people to reach appropriate conclusions.
  • Make sure that you have permission to use any information you include.

A typical case study structure includes these elements:

  • Executive summary. Define the objective, and state the key challenge.
  • Opening paragraph. Capture the reader's interest.
  • Scope. Describe the background, context, approach, and issues involved.
  • Presentation of facts. Develop an objective picture of what's happening.
  • Description of key issues. Present viewpoints, decisions, and interests of key parties.

Because case studies have proved to be such effective teaching tools, many are already written. Some excellent sources of free cases are The Times 100 , CasePlace.org , and Schroeder & Schroeder Inc . You can often search for cases by topic or industry. These cases are expertly prepared, based mostly on real situations, and used extensively in business schools to teach management concepts.

Case studies are a great way to improve learning and training. They provide learners with an opportunity to solve a problem by applying what they know.

There are no unpleasant consequences for getting it "wrong," and cases give learners a much better understanding of what they really know and what they need to practice.

Case studies can be used in many ways, as team-building tools, and for skill development. You can write your own case study, but a large number are already prepared. Given the enormous benefits of practical learning applications like this, case studies are definitely something to consider adding to your next training session.

Knowles, M. (1973). 'The Adult Learner: A Neglected Species [online].' Available here .

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FSU | Florida Center for Reading Research

Florida Center for Reading Research

  • The Florida K-12 Reading Endorsement
  • Competency 4 - Foundations & Applications of Differentiated Instruction

Session 4: Research-based Interventions to Crack the Code

Research-based interventions to crack the code.

  • Share phonological and phonemic awareness research-based interventions.
  • Share phonics research-based interventions.
  • Discuss methods and strategies to intensify phonological awareness and phonics interventions.
  • Castle, A., Rastle, K., & Nation, K.  (2018).  Ending the reading wars: Reading acquisition from novice to expert . Psychological Science in Public Interest, 19 , 5-51.
  • PowerPoint Slides Competency 4 Session 4 : Research-based Interventions to Crack the Code
  • Planning Standards Aligned Instruction within a Multi-Tiered System of Supports: Phonological Awareness Example
  • Planning Standards Aligned Instruction within a Multi-Tiered System of Supports: Decoding Example
  • Phonemic Awareness: Phoneme Segmentation
  • Phonics: Reading and Write Words with Consonant Blends Lesson Plan

Case Study: Jayden

Define session goals.

  • Identify assessments to effectively plan code-focused instruction.
  • Identify effective methods to advance phonological and phonemic awareness.
  • Identify methods for differentiating phonological and phonemic awareness instruction that include increasing intensity.
  • Identify effective methods to advance word recognition.
  • Identify methods for differentiating word recognition instruction that include increasing intensity.

Cracking the Code: Research-Based Practices in Phonological Awareness (PA) (slides 3-19)

  • Explain that today will focus on phonological awareness and phonics.
  • Explain the importance of phonemic awareness to decoding and learning the alphabetic principle (slide 4).
  • Explain that these skills often appear in an order of difficulty with children mastering easier tasks before more complex phonemic awareness tasks.
  • Walk through the stair step example (slide 6) illustrating the increasing complexity of PA ending with phonemic awareness, which is the most sophisticated level of PA.
  • Review as a large group.
  • Provide time for practice.
  • Share examples of PA instruction using videos embedded in slide.
  • Allow time for practice.
  • What PA skill is being taught?
  • What examples of explicit instruction do you see?
  • Provide feedback clarifying any misconceptions.
  • Example of planning to differentiate core instruction at tier 1, tier 2, and tier 3 and for students on alternate standards.
  • Share the sample lesson plan.
  • What is the target skill?
  • What makes this lesson explicit?
  • What example do you see related to transfer of the skill?
  • How could you make this more or less intensive based on learner need?
  • Share additional considerations for targeting PA (slide 12).
  • Model the examples on the slides.
  • Providing visual supports.
  • Increasing intensity for students accessing alternative standards using time delay; least to most prompting hierarchies paired with visuals for students with limited verbal speech.
  • Give examples of progress monitoring measures (slides 17 & 19) and ask participants to share measures they use

Cracking the Code: Research-Based Practices in Word Recognition

  • Explain the importance of fluency to facilitate comprehension.
  • Explain the alphabetic principle (slide 22).
  • Define graphemes (slide 23).
  • Define systematic phonics instruction (slide 24).
  • Provide example of explicit phonics instruction (slide 25).
  • Is this consistent with the how on the slide?
  • Is this systematic?
  • How would you offer affirmative and corrective feedback?
  • Provide the sample scope and sequence of a phonics curriculum (slide 26 - 28).

Practice Examples of Phonics Instruction

  • What is being taught.
  • What could you add for additional opportunities to practice sound letter correspondence?
  • Ask participants to respond to the questions in the slide in small groups.
  • Discuss as a whole group.
  • Ask participants if they noticed all 4 steps in the video.
  • Ask for examples of each step.
  • Example of planning to differentiate core instruction at tier 1, tier 3 and for students on alternate standards (slides 32).
  • Share the sample lesson plan (slide 33).
  • Ask participants for their ideas.
  • Friends on the Block Curriculum.
  • What starts with /m/? cup, mop, bed, nap.
  • What word /mmmmaaaaat/? Mat, mom, man, cat.
  • Select from an array of 4.
  • Reading a word and picking the picture that represents the word.

Cracking the Code: Research-based Instruction of Sight Words

  • Why is sight word instruction important and valuable.
  • What opportunities do students have to practice.

Progress Monitoring for Word Recognition

  • Review progress monitoring examples.
  • Ask participants how they measure word recognition progress
  • Provide participants with Case Study 3: Jayden.
  • Review Jayden’s strengths related to literacy development.
  • Review gaps.
  • Ask participants to share their 2 instructional targets for Jayden.
  • Ask for examples of how they may intensify instruction using research-based strategies for Jayden.

Review Culminating Project

  • Review the culminating project.
  • Explain that they can begin drafting lessons for their first reflection.
  • Explain that they should implement one set of lessons by session 5.
  • Explain the first reflection is due in session 5.

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Teaching Reading: A Case Study Through Mixed Methods

Natalia suárez.

1 Departamento de Didácticas Específicas, Universidad de la Laguna, San Cristóbal de la Laguna, Spain

Juan E. Jiménez

2 Departamento de Psicología Evolutiva y de la Educación, Universidad de la Laguna, San Cristóbal de La Laguna, Spain

Carmen R. Sánchez

3 Departamento de Psicología Clínica, Psicobiología y Metodología, Universidad de La Laguna, San Cristóbal de La Laguna, Spain

Associated Data

All datasets generated for this study are included in the article/supplementary material.

The present study analyzes the relationship between teachers’ beliefs about learning to read, teaching practices, and discourse. To carry out this study, we benefited from the collaboration of six teachers in kindergarten and the first levels of primary education. First, an attribution questionnaire was used to analyze beliefs about learning to read ( Jiménez et al., 2015 ). Secondly, to study teaching practices, an observation tool was used ( Suárez et al., 2018 ). Thirdly, in order to know the opinion of teachers about how to teach reading, we adapted the instrument to assess teaching perspectives elaborated by Clark and Yinger (1979) . Finally, all the information was triangulated and analyzed using mixed methods. The results indicated that the relationship between beliefs, practices, and discourse is not always consistent. In all teachers, a relationship was found between some of their beliefs, practices, and discourse. At the level of beliefs, all teachers presented one predominant attributional profile, although to a lesser extent, their beliefs were also attributable to other learning theories. The results indicated that all the teachers carried out teaching practices associated with the different learning theories. Similarly to their discourse, all teachers showed diverse opinions about the learning processes involved in reading. These results indicate that teachers maintain eclectic approaches, both when they carry out activities in the classroom and when they think about learning to read.

Introduction

For almost three decades, research has documented the influence of teachers’ beliefs on educational practice ( Berthelsen and Brownlee, 2007 ; Kuzborska, 2011 ; Barrot, 2015 ). Teacher’s beliefs are thoughts, perceptions, and values about their roles as educators, education, and how students learn ( Vartuli, 2005 ). It has even been shown that if teachers are aware of their own beliefs, the repertoire of teaching skills can be increased ( Tracey and Mandel, 2012 ), leading to a change in classroom decision making, and teaching strategies and evaluation. If we want to achieve improvements in teaching, it is necessary to examine the teachers’ beliefs and modify them ( McAlpine and Weston, 2002 ). A great deal of research in this direction has shown that instructional events can be catalysts for changing beliefs ( Stevens, 2002 ; Theurer, 2002 ; Fazio, 2003 ), since beliefs are permeable mental structures susceptible to change ( Thompson, 1992 ), although there appears to be no consensus on this ( Block and Hazelin, 1995 ; Richardson, 1996 ).

More recent studies have provided us with more detailed information on how beliefs and implicit knowledge influence teachers’ instructional practices ( Cunningham and Zibulsky, 2009 ), actions, and strategies that they implement to teach reading in the classroom. The research carried out in this regard has focused on differentiating three traits appearing in the teaching and learning of reading. Thus, Tolchinsky and Ríos (2009) analyzed the relationship between what teachers say and do (2.250), teaching practice ( N = 2), and students’ knowledge ( N = 814). To do this, they used a self-report questionnaire of 30 questions, with high reliability (α = 0.81) and a Likert scale (0–6). Through a cluster analysis, they detected three differentiated profiles: instructional practices focused on teaching the names of letters, letter–sound relationships, as well as the importance of learning products; a situational approach to activities arising from classroom situations, where students look for the means to understand texts that they do not know; and multidimensional activities such as letter knowledge, recognition, and letter–sound association, as well as reading and writing work from situations that arise in the classroom. The results showed the following distribution: instructional (33.87%), situational (37.06%), and multidimensional (29.06%). Also, they found that 30% of the children were able to recognize unknown words and did not seem to have difficulty in mastering the code, and that teachers used explicit, early, and systematic teaching practices.

Also, in Spain, Barragán and Medina (2008) , analyzed the practices teachers use through questionnaires. They found significant differences depending on the profile and educational level. Thus, nursery/kindergarten teachers showed a higher profile of situational practices (50%), compared to elementary school teachers who showed a profile of instructional practices (70%). Subsequently, they analyzed the profile of practices according to geographical area, finding that the teachers who carried out the greatest number of situational practices were those of the Basque country, followed by teachers from Almería, Cantabria, Catalonia, and the Community of Madrid (more than 50%). Catalonia and Cantabria showed a lower frequency of instructional practices (less than 20%); however, the teachers from León and Asturias used these practices more frequently (more than 55%). The same authors also observed six Early Childhood Education classrooms in Almeria. The results showed a relationship between the declared belief profile and its practices in the classroom. In another study, Ríos et al. (2010) demonstrated the relationship between the knowledge learned and the practices in teaching reading of two Infant Education teachers. They found that the contents worked on by the teacher with a situational profile were reading and writing functions, identification of words in reading, and letter names and sound values.

The teacher with an instructional profile used word identification and word reading. In the study carried out by Baccus (2004) , a direct relationship was found between the teachers’ beliefs and the instructional time dedicated to the teaching of reading. In addition, Rapoport et al. (2016) focused on analyzing the beliefs that teachers maintain ( N = 144) regarding the contribution of executive functions in reading performance and their teaching practice. Their results showed a positive relationship between these two variables ( r = 0.512, p < 0.01).

Ethnicity has been another feature highlighted in studies assessing the dyad of beliefs and practices in teaching. The Center for the Improvement of Early Reading Achievement [CIERA] (2001) examined the beliefs and practices of 250 early childhood teachers. Their results showed a relationship between beliefs (based on the importance of the development of alphabetic knowledge, word recognition, stories, and oral language) and practices. Differences in relation to beliefs were found based on the ethnicity of teachers. African American teachers tended to believe that it was more important for the child to learn to read through teaching the alphabet (e.g., naming letters, saying their sounds), while white teachers thought it was more important for children to learn to read from teaching oral language activities (e.g., answering questions about a story or telling a story from a drawing). On the other hand, they found significant differences depending on the academic training received, so teachers with a higher academic level believed that teaching of oral language was more important, while teachers with lower academic levels did not share this belief.

Also, the report presented by the Teaching and Learning International Survey (TALIS) ( OCDE, 2009 ) provides detailed information on the development of variables involved in the teaching and learning process. This report analyzed the beliefs of secondary school teachers in several countries. Their results indicated that most countries (Northeastern Europe, Scandinavia, Australia, and Korea) showed constructivist positions ( p < 0.05). Humanities teachers presented more structured beliefs and were little oriented toward students ( p < 0.05), also with differences depending on teaching experience, so the teachers with more years of experience thought and performed more structured practices ( p < 0.05). The analyses also revealed a positive correlation between constructivist beliefs and practices in teachers from different countries ( p < 0.05), except in Korea, where a weak relationship was found between beliefs and practices with a direct style. Finally, they found that positioning depended largely on the quality of the learning environment and job satisfaction ( p < 0.05). In subsequent reports ( OCDE, 2013 ), an average 95% of OECD teachers stated that they agree with constructivist practices.

Other lines of research have not found a bidirectional relationship between the teachers’ thinking and their action in the classroom. An example is the study carried out by Miglis et al. (2014) with 90 Norwegian teachers. They used a 130-item questionnaire to measure beliefs (e.g., their role as teachers, the role of teachers in teaching reading, consistency with current research about the importance of early literacy) and teaching practices (e.g., books, book contents, alphabetic knowledge, phonological awareness, and reading and writing). They found that teachers reported moderately positive beliefs about their role as a teacher in their students’ reading success, and they “agreed” with the idea that research has found that early literacy is necessary. These beliefs were not related to their practices, since the time devoted to this type of instruction was minimal. However, they discovered that the most widely used practice was “shared reading and reading aloud for 10 min a day” (29.3%). There are numerous studies that have not found a relationship between these two variables ( Wilcox-Herzog, 2001 ). Thus, for example, through two teachers’ collaboration, Pérez-Peitx (2013) was able to observe classroom practices and analyze interviews. Their results also indicated that there was no relationship between these two variables. Along the same lines, another recent study ( Utami et al., 2019 ) based on socio-cognitive theory studied teacher beliefs and practices in reading comprehension tasks. They found that the practices were not always consistent with their beliefs.

To our knowledge, there is no research assessing the profile of the teacher and teaching practices, in relation to all the theoretical principles that govern the teaching and learning processes of reading (i.e., innatist, maturationist, corrective, repetition, sociocultural, constructivist, psycholinguistic approaches).

The objective of this study is to find out whether or not there is a relationship between the beliefs, practices, and discourse used in teaching reading in the classroom, in order to propose more effective teaching strategies.

Materials and Methods

The study was carried out from a mixed methods perspective, integrating qualitative and quantitative sources of information through “merge” ( Creswell and Plano-Clark, 2007 ). The proposed design was triangulation ( Morse, 2003 ; Creswell and Plano-Clark, 2007 ; Tashakkori and Teddlie, 2010 ; Anguera et al., 2012 , 2018 ; Creswell, 2014 ), which was found suitable for the aims. A direct observation of teaching reading practices was carried out. The observational study was configured based on three criteria: study’s units, temporality, and dimensionality ( Anguera et al., 2011 ). The observational design can be classified as Nomothetic/Follow-up/Multidimensional (N/F/M) ( Sánchez-Algarra and Anguera, 2013 ; Portell et al., 2015 ). Frequency was analyzed. In order to analyze the relationship between teacher’s beliefs, practices, and discourse, a Pearson’s correlation was carried out.

Participants

Six teachers with an age between 25 and 50 years participated. The teachers’ years of experience ranged from 10 to 35 years. They belonged to different Infant and Primary Education units on the island of Tenerife (Canary Islands, Spain). The selection criteria were based mainly on the fact that the staff member taught the subject Spanish Language and Literature, devoting an average time period of 1 h a day to the teaching of reading.

To carry out this study, three fundamental tools were used: a questionnaire to know the teachers’ beliefs, an observation tool to analyze their practices, and a semi-structured interview to analyze the teachers’ speech about teaching and learning to read.

  • – Questionnaire on Beliefs about Learning and Teaching Reading , composed of 60 items (see Suárez et al., 2013 ; Jiménez et al., 2014 , 2015 ) corresponding to the basic postulates of each learning theory: innatist, maturationist, sociocultural, constructivist, corrective, repetition, and psycholinguistic (see for review Tracey and Mandel, 2012 ). Teachers had to respond according to their degree of agreement or disagreement using a Likert scale of 0–10, where 0 means strongly disagree, and 10, strongly agree. Cronbach’s Alpha was 0.88.

Observation Tool on Reading Teaching Practices. This tool used here was developed by Suárez et al. (2018) and combines a field format and systems of categories. This consists of 14 criteria—alphabetic knowledge, phonological awareness, use of teaching resources, prior knowledge of children, reinforcement, feedback, modeling, direct instruction, guided oral instruction, extracurricular tasks, reading and writing, psychomotor skills, functional reading skills, and vocabulary—and 77 categories on practices in teaching reading. For the measurement plan, the results showed that the absolute and relative generalizability measures were acceptable (at 0.970 and 0.989) at 30 sessions and that 40 sessions were needed to reach 0.977 and 0.992, respectively. For the generalizability indexes to measure inter- and intraobserver reliability, a four-faceted SRC/O (Session, Criterion, Category/Observer) design was used, and analysis showed the greatest percentage of variability to be related to the Criterion facet (33%), while the Observer facet showed no variability at all. The absolute generalizability coefficient was 0.999, and the relative coefficient was also 0.999. With respect to the intra-rater reliability, using a four-faceted SRC/M (Session, Criterion, Category/Moment) design, analysis showed that 32% of variability corresponded to the Session facet and 33% corresponded to Criterion, while Moment showed no variability. The absolute and relative generalizability coefficients obtained for Observer 1 were both 0.999. The absolute and relative coefficients for Observer 2 were both 0.997, facet showed no variability at all. The absolute generalizability validity using a two-faceted model [Observation (2) and Criterion (74)] showed a value of 0.000 (absolute and relative validity).

  • – Four digital video cameras and Match Vision 3.0 software ( Perea et al., 2006 ) were used for the sessions to record teaching practices. Data quality was analyzed using the Generalizability Study (GT) version 2.0.E program ( Ysewijn, 1996 ) and the SAS 9.1 statistical package. Teacher discourse was analyzed using Atlas.ti 6.0 ( Friese, 2011 ).

Interview adapted from Clark and Yinger (1979) .

  • – For the interviews, a video camera and two Panasonic recorders, model RR-US455 (with 66 h of recording capacity), were used to ensure safe information storage.
  • – To transcribe information, the program Naturally Dragon Speaking ( Baker, 1975 ), version 12 was employed, and Atlas.ti, version 6, for information analysis ( Friese, 2011 ).

Before the recordings were made, authorization was obtained from both the teachers and the pupils’ parents. All participants provided written informed consent prior to their participation. Likewise, a schedule was agreed on for when the study would be carried out. On the day indicated, the belief questionnaire was applied to the participating teachers, their doubts in this regard were clarified, and approximately an hour was spent to complete it. Seven recording sessions per teacher (twice a week for 1 h each day) led to total of 42 h of recording (see Suárez et al., 2018 ). The interviews were held with the participating teachers and recorded in classrooms devoid of noise. Cameras were located in front of each teacher, and the furniture was arranged in an interview layout. The interviews of the six teachers were recorded, each lasting approximately 1 h. The audio was later transferred to the computer for the literal transcription of the interviews. Subsequently, the available information was collated and all the material subject to data processing organized. To conclude this phase, each interview was reviewed to gain an overall impression of the information provided by each teacher.

In the next phase, the document was segmented and coded through the Atlas.ti 6.0 program. The data were processed using the thematic analysis technique, according to the proposal of Braun and Clarke (2006) . Initially, the hermeneutic units were defined according to the interview questions, taking into account the theories about learning to read. Subsequently, the primary documents were worked on and information segmented. In this case, we focused on words as well as phrases/sentences and texts. The relevant information was then selected, and these units were encoded. Later, we established code families composed of the different variables affecting teaching and its context. Teachers’ opinions about learning to read were categorized. The code families structured the relationship between the previously identified categories and theories on the learning of reading (e.g., innatist, maturationist, sociocultural, constructivist, corrective, repetitive, and psycholinguistic).

In order to classify each teacher according to his/her attributional profile, factor scores for each theoretical approach defined the teachers’ beliefs according to the percentiles (see Table 2 ).

Teachers’ profiles in each theory in percentiles.

To determine which theory should be attributed most to each teacher, the score was set around the percentile ≥75, and to determine which theories fitted less, around percentile ≥50 (see Figure 1 ).

An external file that holds a picture, illustration, etc.
Object name is fpsyg-11-01083-g001.jpg

Example teacher F. profile.

Although all teachers were characterized by a predominant attributional profile that defined their particular beliefs, we found that their reading teaching behavior could also be attributed to any of the other theories to a lesser extent (see Table 3 ).

Summary of teachers’ profiles.

Regarding teaching reading practices, it was found that the most used was feedback (praising or correcting the student), followed by the use of teaching resources (e.g., stories, songs, or poetry), direct instruction (e.g., individual–group reading, aloud or silent, with or without intonation, and fluency) and functional knowledge of reading (e.g., summary, questions, comprehension exercises). To a lesser extent, they used literacy activities, reinforcement through praise (e.g., tangible or verbal), reading and writing, and work on alphabetic knowledge.

The latter strategy indicated that teachers mostly referred to constructivist theory, except teacher M.C., who chose to position herself in psycholinguistic theory. Similarly, teacher F. emphasized that students should build their learning and that teachers should function as a guide. To a lesser extent, she commented on aspects of the maturation and behaviorist theory (see Figure 2 ). Teacher M. also focused on the foundations of constructivism (e.g., prior knowledge, children discover their learning). She also talked about the importance of psychomotor skills, correctness in reading, as well as the involvement of parents. Teacher C. commented that students learn through construction and must discover reading autonomously through the support offered by the teacher. She also emphasized the role that parents play in reading, the importance of resources, oral language work, phonological awareness, as well as maturity in the development of reading. Teacher M.C. placed greater emphasis on the development of phonological awareness and oral language to teach reading. However, teacher S. focused more on student autonomy in the learning process and to a lesser extent on oral language, use of resources, and correction during reading (feedback). Teacher I. focused mostly on the construction of learning and less so on the role of oral language and the use of resources (library).

An external file that holds a picture, illustration, etc.
Object name is fpsyg-11-01083-g002.jpg

Teacher F. Network summarizing key concepts associated with the teaching process.

Subsequently, the information was triangulated after analyzing the beliefs, practices, and discourse of the teachers. For this, several researchers who are experts in the learning and teaching of reading skills agreed on the following relationship, in accordance with the basic postulates of each of the theories considered (see Table 4 ).

Triangulation between theoretical profile, teaching practices, and teacher discourse.

Then the teachers’ scores were compared in relation to their beliefs, teaching practices (in terms of frequency), as well as teacher discourse, previously analyzed through its categorization into teaching–learning processes and their context (see Table 5 ). Finally, the results were interpreted according to Pearson’s correlation analysis. The results showed a high correlation ( r = 0.72, p < 0.05) in teacher F. and in teacher I. ( r = 0.71, p < 0.05) and a negative and high correlation in teacher M. ( r = −0.81, p < 0.05) between beliefs and practices. Moreover, they showed a moderate correlation in teacher C. ( r = 0.52) and in teacher M. ( r = 0.45) between beliefs and discourse. Finally, the results showed a negative and high correlation in teacher I. ( r = −0.74, p < 0.05) and in teacher M.C. ( r = −0.76, p < 0.05) between practices and discourse.

Percentages of teachers’ beliefs, reading practices, and discourse.

Teacher F. showed links between his theoretical profile and his practices. A relationship between corrective beliefs (27.8%) and practices (29.2%) was found. On the other hand, we observed that in his practices, he used activities associated with other theories: repetition (23.5%), constructivism (19.9%), and psycholinguistic (16%). This also happened when he thought about how children learn to read, since he considered that the construction of learning (77.8%), maturation (11.1%), and providing feedback (11.1%) were fundamental. Other discourse makers, teacher M. did not show a link between her sociocultural (22%) and maturationist (23.4%) theoretical profile and her practices (5.7% and 0.6%). However, the results indicated that her maturationist (23.4%), sociocultural (22%) beliefs were related only to her discourse. So, she thought that the use of psychomotor skills (21.4%), teaching resources such as stories, stories, poems, and texts (14.3%), and teaching previous knowledge (50%) were important. However, practices based on other currents were observed: corrective reading (32.6%) and repeated reading (25.2%), as well as constructivism (19.1%), such as working previous knowledge or reading and writing and psycholinguistic skills (16.6%) [e.g., alphabetic knowledge: teaching letter names and sounds, rules with support rhymes, etc.; phonological awareness: stimulating children to become aware of letter sounds, saying words that begin with a certain sound, separating words into syllables, playing the game veo-veo (I spy.); vocabulary: teaching the meaning of words]. During the interview, opinions related to other theories were also found (i.e., corrective).

As for teacher C., there was a bidirectional relationship between her sociocultural theoretical profile (39.6%) (e.g., use of teaching resources such as stories, songs, writings from different sources, etc.) and her discourse (33.3%). Also, it was found that her psycholinguistic profile (28.9%) was related to her discourse (11.1%) (e.g., oral language or phonological awareness). However, the results indicated that this teacher carried out other practices not related to her theoretical beliefs, such as: feedback (50.8%) and repetition (16.9%). The same occurred with her discourse; she thought that maturation was also important (22.3%).

Regarding teacher M.C., a negative relationship was found between her psycholinguistic discourse (59.3%) and her teaching practices (4.1%). The same happened with her corrective practices (37.6%) and her discourse (14.8%) (e.g., correct when the child is wrong, point out, provide examples, deny). However, when we analyzed her practices, we found activities justified by other theories, such as functional knowledge of reading or use of teaching resources (13%) or repetition (19.6%) and constructivism (13%) (e.g., previous reading and writing, and likewise when we asked her opinion about how children learn to read (e.g., constructivism).

Regarding teacher S., she showed a corrective (17.6%), innatist (17.6%), sociocultural (17.6%), maturationist (16.6%), and constructivism (15.3%) profile. Then, she carried out corrective (35.1%) practices (e.g., feedback, direct instruction). During her discourse, opinions were also found that were constructivist (47.9%) and psycholinguistic (20%). Nevertheless, repetition practices (36%) were observed that had nothing to do with her expressed beliefs.

A relationship was found between the constructivism profile (23%) of teacher I. and her practices (19.3%). Then the result showed a relationship between corrective (12.6%) and repetitive (12.6%) beliefs and practices. Furthermore, this teacher used other practices unrelated to any of her attributed beliefs, such as: sociocultural (10.6%). No relationship between corrective (23%) and repetition (25.3%) practices and discourse were found. In the same way, she referred to the implication of other (e.g., sociocultural and psycholinguistic) theories in infant readers’ learning. The innatist profile of teacher I. was not related to her practices or discourse.

The results of the present study are congruent with previous study results that showed that teachers hold eclectic positions ( Clemente, 2008 ; Jiménez and O’Shanahan, 2008 ; Clemente et al., 2010 ; Rodríguez and Clemente, 2013 ). Other research has shown quite different results, from studies finding a relationship between beliefs and teaching practices in reading learning ( Cunningham and Zibulsky, 2009 ; Tolchinsky and Ríos, 2009 ; Rapoport et al., 2016 ) to studies which indicated a moderate correlation ( Baumann et al., 1998 ). On the opposite side, other authors found no such relationship ( Pérez-Peitx, 2013 ; Miglis et al., 2014 ; Enyew and Melesse, 2018 ; Utami et al., 2019 ).

The data extracted from the belief questionnaires have been complemented with the analysis of teaching practices and each teacher’s interviews, which allowed us to provide additional information ( Castañer et al., 2013 ). In our case, the interview helped us complete the teacher’s profile. We found that the teaching and learning processes are mediated by multiple contextual variables that were not identified by the questionnaire or recorded observations.

Analysis of the practices allowed us to identify not only what activities the teachers performed in their real teaching context but also how their sequence of instruction was oriented in all cases toward the use of their own multiple resources, applying other theories. The relationship found between some beliefs and practices in this study suggests that if teachers are aware of their own beliefs, the repertoire of teaching practices can be increased ( Tracey and Mandel, 2012 ), causing changes in decision making in the classroom and in teaching and evaluation strategies. In addition, as all teachers used many activities characteristic of other theories they did not explicitly hold, we focused on the opposite process, modifying their practices to cause a change in their beliefs ( Fazio, 2003 ), since these are permeable mental structures that can be modified ( Thompson, 1992 ). But how can we achieve this? Some studies confirm that people form their implicit theories through the knowledge they acquire ( Suárez and Jiménez, 2014 ).

The first step is to achieve the teacher’s predisposition to change, always through invitation ( Baena, 2000 ), by encouraging reflection. To do this, they should become aware how their own beliefs are involved in their teaching practice and how they influence student performance. In addition, the false myths about learning to read and teaching practices should be recognized, as prescribed by the National Reading Panel [NRP] (2000) . The question remains whether teachers have received training based on the latest advances in scientific research on the teaching of reading, in order to provide young students (who may or may not have difficulties) with the tools necessary for their learning to proceed optimally.

Online training offers teachers the opportunity to recycle their knowledge ( Costi et al., 2005 ; Jiménez, 2015 ; Jiménez et al., 2015 ; Jiménez and O’Shanahan, 2016 ), which generates an important pillar supporting success, integration, and sustainability in education ( Haydon and Barton, 2007 ; Somekh, 2008 ). It is also an alternative solution to the lack of time and difficulties in reconciling work and family life. It has been found that experience with these resources plays a fundamental role, since it favors a positive attitude of teachers and also confidence in the use of these tools for education ( BECTA, 2009 ). Joshi et al. (2009) found that the training teachers receive is inadequate because textbooks and courses in education reflect superstitions, anecdotes, and beliefs that are not based on scientific evidence. Research has also found that teachers do not properly use the practices that are based on scientific evidence ( Moats, 2009 ). If the learning environment is effective, it can even happen that only a small percentage of students present difficulties in learning to read ( Cunningham and Zibulsky, 2009 ).

The updating of knowledge according to research conclusions is proposed as an alternative for teachers who specialize in teaching reading, since teaching quality is one of the main factors determining the academic success of students ( European Council, 2008 ). For teachers to learn good practices, it is important that they have the following knowledge at their disposal: (1) fundamental research and theories about the development of language and reading; (2) strategies for use in the classroom to teach word recognition, vocabulary, text comprehension, and fluency; (3) tools to work on reading and writing at the same time; (4) the best strategies to teach reading and the materials to use; (5) different techniques for student evaluation; (6) how to maintain a good balance between theory, practice, and information technologies; (7) knowledge of dyslexia and other learning disorders ( IRA, 2007 ); and (8) how to interpret and administer assessment tests to plan teaching ( IDA, 2010 ). In addition, they must learn to ask more complex questions to help students make inferences and more elaborate reflections, as well as work with students’ prior knowledge ( RAND, 2002 ). However, the teacher alone should not be responsible for this process, because we have confirmed that in the teaching environment, there are other strong factors such as society or culture ( Quintana, 2001 ). The challenge now consists of achieving a change in the ways of thinking of those responsible for educational administration. The necessary means should also be provided to facilitate refresher courses and ongoing e-learning for teachers, with training programs that include content based on scientific evidence. One limitation is that the study consisted of six teachers and is not generalizable to a greater audience.

In general terms, we can conclude that the relationship between beliefs, practices, and discourse varies according to certain nuances. Thus, of the two beliefs attributed to teacher F., only one (corrective) was related to his form of instruction and his opinion. Among the four beliefs attributed to teacher M. (sociocultural, maturationist, repetition, and psycholinguistic), a relationship was found only between her maturationist and sociocultural profile and her discourse. Both beliefs attributed to teacher C. (sociocultural and psycholinguistic) were related to the discourse content. Of the two beliefs attributed to teacher M.C. (corrective and psycholinguistic), neither of them was related to her actions and reflections. Among the five beliefs attributed to teacher S. (sociocultural, innatist, corrective, maturationist, and constructivist) only two (corrective and sociocultural) were related to her active practices and discourse comments. Finally, of the two beliefs of teacher I. (innatist and constructivist), only constructivism was related to her practices or her opinion.

Although it is true that a relationship was found in all the teachers between some of their beliefs, practices, and discourse, as revealed in their discursive talks, all the teachers thought that learning to read depended on factors underlying other theories not related to their attributional profile. Therefore, despite attributing to them certain beliefs when they teach children to read and when they think of learning to read, it can be concluded that all teachers maintain an eclectic approach.

Data Availability Statement

Ethics statement.

Ethical review and approval was not required for the study on human participants in accordance with the local legislation and institutional requirements. Written informed consent to participate in this study was provided by the participants’ legal guardian/next of kin.

Author Contributions

NS: this author’s grant was used to run the project Integrando creencias y prácticas de enseñanza de la lectura (Integrating beliefs and practices about teaching reading), ref: PSI2009-11662. She participated actively in the research, analyzed the teaching practices and discourse, and was responsible for the literature review and drafting of this manuscript. JJ: supervised the project and the preparation of the study, offered theoretical guidance, and was responsible for reviewing the manuscript. CS: supervised the design and preparation of the study, offered guidance on methodology, and helped review the manuscript. All authors approved the final version of this article.

Conflict of Interest

The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

Funding. This research has been funded through the Plan Nacional I + D + i (R+D+i National Research Plan of the Spanish Ministry of Economics and Competitiveness), project ref: PSI2009-11662 and project ref: PSI2015-65009-R, with the second author as the principal investigator. We also gratefully acknowledge the support of a Spanish Government subproject, Integration ways between qualitative and quantitative data, multiple case development, and synthesis review as main axis for an innovative future in physical activity and sports research (PGC2018-098742-B-C31) (2019–2021) (Ministerio de Ciencia, Innovación, y Universidades/Agencia Estatal de Investigación/Fondo Europeo de Desarrollo regional), that is part of the coordinated project New approach to research in physical activity and sport from a mixed methods perspective (NARPAS_MM) (SPGC201800 × 098742CV0).

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Organizing Your Social Sciences Research Assignments

  • Annotated Bibliography
  • Analyzing a Scholarly Journal Article
  • Group Presentations
  • Dealing with Nervousness
  • Using Visual Aids
  • Grading Someone Else's Paper
  • Types of Structured Group Activities
  • Group Project Survival Skills
  • Leading a Class Discussion
  • Multiple Book Review Essay
  • Reviewing Collected Works
  • Writing a Case Analysis Paper
  • Writing a Case Study
  • About Informed Consent
  • Writing Field Notes
  • Writing a Policy Memo
  • Writing a Reflective Paper
  • Writing a Research Proposal
  • Generative AI and Writing
  • Acknowledgments

A case study research paper examines a person, place, event, condition, phenomenon, or other type of subject of analysis in order to extrapolate  key themes and results that help predict future trends, illuminate previously hidden issues that can be applied to practice, and/or provide a means for understanding an important research problem with greater clarity. A case study research paper usually examines a single subject of analysis, but case study papers can also be designed as a comparative investigation that shows relationships between two or more subjects. The methods used to study a case can rest within a quantitative, qualitative, or mixed-method investigative paradigm.

Case Studies. Writing@CSU. Colorado State University; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010 ; “What is a Case Study?” In Swanborn, Peter G. Case Study Research: What, Why and How? London: SAGE, 2010.

How to Approach Writing a Case Study Research Paper

General information about how to choose a topic to investigate can be found under the " Choosing a Research Problem " tab in the Organizing Your Social Sciences Research Paper writing guide. Review this page because it may help you identify a subject of analysis that can be investigated using a case study design.

However, identifying a case to investigate involves more than choosing the research problem . A case study encompasses a problem contextualized around the application of in-depth analysis, interpretation, and discussion, often resulting in specific recommendations for action or for improving existing conditions. As Seawright and Gerring note, practical considerations such as time and access to information can influence case selection, but these issues should not be the sole factors used in describing the methodological justification for identifying a particular case to study. Given this, selecting a case includes considering the following:

  • The case represents an unusual or atypical example of a research problem that requires more in-depth analysis? Cases often represent a topic that rests on the fringes of prior investigations because the case may provide new ways of understanding the research problem. For example, if the research problem is to identify strategies to improve policies that support girl's access to secondary education in predominantly Muslim nations, you could consider using Azerbaijan as a case study rather than selecting a more obvious nation in the Middle East. Doing so may reveal important new insights into recommending how governments in other predominantly Muslim nations can formulate policies that support improved access to education for girls.
  • The case provides important insight or illuminate a previously hidden problem? In-depth analysis of a case can be based on the hypothesis that the case study will reveal trends or issues that have not been exposed in prior research or will reveal new and important implications for practice. For example, anecdotal evidence may suggest drug use among homeless veterans is related to their patterns of travel throughout the day. Assuming prior studies have not looked at individual travel choices as a way to study access to illicit drug use, a case study that observes a homeless veteran could reveal how issues of personal mobility choices facilitate regular access to illicit drugs. Note that it is important to conduct a thorough literature review to ensure that your assumption about the need to reveal new insights or previously hidden problems is valid and evidence-based.
  • The case challenges and offers a counter-point to prevailing assumptions? Over time, research on any given topic can fall into a trap of developing assumptions based on outdated studies that are still applied to new or changing conditions or the idea that something should simply be accepted as "common sense," even though the issue has not been thoroughly tested in current practice. A case study analysis may offer an opportunity to gather evidence that challenges prevailing assumptions about a research problem and provide a new set of recommendations applied to practice that have not been tested previously. For example, perhaps there has been a long practice among scholars to apply a particular theory in explaining the relationship between two subjects of analysis. Your case could challenge this assumption by applying an innovative theoretical framework [perhaps borrowed from another discipline] to explore whether this approach offers new ways of understanding the research problem. Taking a contrarian stance is one of the most important ways that new knowledge and understanding develops from existing literature.
  • The case provides an opportunity to pursue action leading to the resolution of a problem? Another way to think about choosing a case to study is to consider how the results from investigating a particular case may result in findings that reveal ways in which to resolve an existing or emerging problem. For example, studying the case of an unforeseen incident, such as a fatal accident at a railroad crossing, can reveal hidden issues that could be applied to preventative measures that contribute to reducing the chance of accidents in the future. In this example, a case study investigating the accident could lead to a better understanding of where to strategically locate additional signals at other railroad crossings so as to better warn drivers of an approaching train, particularly when visibility is hindered by heavy rain, fog, or at night.
  • The case offers a new direction in future research? A case study can be used as a tool for an exploratory investigation that highlights the need for further research about the problem. A case can be used when there are few studies that help predict an outcome or that establish a clear understanding about how best to proceed in addressing a problem. For example, after conducting a thorough literature review [very important!], you discover that little research exists showing the ways in which women contribute to promoting water conservation in rural communities of east central Africa. A case study of how women contribute to saving water in a rural village of Uganda can lay the foundation for understanding the need for more thorough research that documents how women in their roles as cooks and family caregivers think about water as a valuable resource within their community. This example of a case study could also point to the need for scholars to build new theoretical frameworks around the topic [e.g., applying feminist theories of work and family to the issue of water conservation].

Eisenhardt, Kathleen M. “Building Theories from Case Study Research.” Academy of Management Review 14 (October 1989): 532-550; Emmel, Nick. Sampling and Choosing Cases in Qualitative Research: A Realist Approach . Thousand Oaks, CA: SAGE Publications, 2013; Gerring, John. “What Is a Case Study and What Is It Good for?” American Political Science Review 98 (May 2004): 341-354; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Seawright, Jason and John Gerring. "Case Selection Techniques in Case Study Research." Political Research Quarterly 61 (June 2008): 294-308.

Structure and Writing Style

The purpose of a paper in the social sciences designed around a case study is to thoroughly investigate a subject of analysis in order to reveal a new understanding about the research problem and, in so doing, contributing new knowledge to what is already known from previous studies. In applied social sciences disciplines [e.g., education, social work, public administration, etc.], case studies may also be used to reveal best practices, highlight key programs, or investigate interesting aspects of professional work.

In general, the structure of a case study research paper is not all that different from a standard college-level research paper. However, there are subtle differences you should be aware of. Here are the key elements to organizing and writing a case study research paper.

I.  Introduction

As with any research paper, your introduction should serve as a roadmap for your readers to ascertain the scope and purpose of your study . The introduction to a case study research paper, however, should not only describe the research problem and its significance, but you should also succinctly describe why the case is being used and how it relates to addressing the problem. The two elements should be linked. With this in mind, a good introduction answers these four questions:

  • What is being studied? Describe the research problem and describe the subject of analysis [the case] you have chosen to address the problem. Explain how they are linked and what elements of the case will help to expand knowledge and understanding about the problem.
  • Why is this topic important to investigate? Describe the significance of the research problem and state why a case study design and the subject of analysis that the paper is designed around is appropriate in addressing the problem.
  • What did we know about this topic before I did this study? Provide background that helps lead the reader into the more in-depth literature review to follow. If applicable, summarize prior case study research applied to the research problem and why it fails to adequately address the problem. Describe why your case will be useful. If no prior case studies have been used to address the research problem, explain why you have selected this subject of analysis.
  • How will this study advance new knowledge or new ways of understanding? Explain why your case study will be suitable in helping to expand knowledge and understanding about the research problem.

Each of these questions should be addressed in no more than a few paragraphs. Exceptions to this can be when you are addressing a complex research problem or subject of analysis that requires more in-depth background information.

II.  Literature Review

The literature review for a case study research paper is generally structured the same as it is for any college-level research paper. The difference, however, is that the literature review is focused on providing background information and  enabling historical interpretation of the subject of analysis in relation to the research problem the case is intended to address . This includes synthesizing studies that help to:

  • Place relevant works in the context of their contribution to understanding the case study being investigated . This would involve summarizing studies that have used a similar subject of analysis to investigate the research problem. If there is literature using the same or a very similar case to study, you need to explain why duplicating past research is important [e.g., conditions have changed; prior studies were conducted long ago, etc.].
  • Describe the relationship each work has to the others under consideration that informs the reader why this case is applicable . Your literature review should include a description of any works that support using the case to investigate the research problem and the underlying research questions.
  • Identify new ways to interpret prior research using the case study . If applicable, review any research that has examined the research problem using a different research design. Explain how your use of a case study design may reveal new knowledge or a new perspective or that can redirect research in an important new direction.
  • Resolve conflicts amongst seemingly contradictory previous studies . This refers to synthesizing any literature that points to unresolved issues of concern about the research problem and describing how the subject of analysis that forms the case study can help resolve these existing contradictions.
  • Point the way in fulfilling a need for additional research . Your review should examine any literature that lays a foundation for understanding why your case study design and the subject of analysis around which you have designed your study may reveal a new way of approaching the research problem or offer a perspective that points to the need for additional research.
  • Expose any gaps that exist in the literature that the case study could help to fill . Summarize any literature that not only shows how your subject of analysis contributes to understanding the research problem, but how your case contributes to a new way of understanding the problem that prior research has failed to do.
  • Locate your own research within the context of existing literature [very important!] . Collectively, your literature review should always place your case study within the larger domain of prior research about the problem. The overarching purpose of reviewing pertinent literature in a case study paper is to demonstrate that you have thoroughly identified and synthesized prior studies in relation to explaining the relevance of the case in addressing the research problem.

III.  Method

In this section, you explain why you selected a particular case [i.e., subject of analysis] and the strategy you used to identify and ultimately decide that your case was appropriate in addressing the research problem. The way you describe the methods used varies depending on the type of subject of analysis that constitutes your case study.

If your subject of analysis is an incident or event . In the social and behavioral sciences, the event or incident that represents the case to be studied is usually bounded by time and place, with a clear beginning and end and with an identifiable location or position relative to its surroundings. The subject of analysis can be a rare or critical event or it can focus on a typical or regular event. The purpose of studying a rare event is to illuminate new ways of thinking about the broader research problem or to test a hypothesis. Critical incident case studies must describe the method by which you identified the event and explain the process by which you determined the validity of this case to inform broader perspectives about the research problem or to reveal new findings. However, the event does not have to be a rare or uniquely significant to support new thinking about the research problem or to challenge an existing hypothesis. For example, Walo, Bull, and Breen conducted a case study to identify and evaluate the direct and indirect economic benefits and costs of a local sports event in the City of Lismore, New South Wales, Australia. The purpose of their study was to provide new insights from measuring the impact of a typical local sports event that prior studies could not measure well because they focused on large "mega-events." Whether the event is rare or not, the methods section should include an explanation of the following characteristics of the event: a) when did it take place; b) what were the underlying circumstances leading to the event; and, c) what were the consequences of the event in relation to the research problem.

If your subject of analysis is a person. Explain why you selected this particular individual to be studied and describe what experiences they have had that provide an opportunity to advance new understandings about the research problem. Mention any background about this person which might help the reader understand the significance of their experiences that make them worthy of study. This includes describing the relationships this person has had with other people, institutions, and/or events that support using them as the subject for a case study research paper. It is particularly important to differentiate the person as the subject of analysis from others and to succinctly explain how the person relates to examining the research problem [e.g., why is one politician in a particular local election used to show an increase in voter turnout from any other candidate running in the election]. Note that these issues apply to a specific group of people used as a case study unit of analysis [e.g., a classroom of students].

If your subject of analysis is a place. In general, a case study that investigates a place suggests a subject of analysis that is unique or special in some way and that this uniqueness can be used to build new understanding or knowledge about the research problem. A case study of a place must not only describe its various attributes relevant to the research problem [e.g., physical, social, historical, cultural, economic, political], but you must state the method by which you determined that this place will illuminate new understandings about the research problem. It is also important to articulate why a particular place as the case for study is being used if similar places also exist [i.e., if you are studying patterns of homeless encampments of veterans in open spaces, explain why you are studying Echo Park in Los Angeles rather than Griffith Park?]. If applicable, describe what type of human activity involving this place makes it a good choice to study [e.g., prior research suggests Echo Park has more homeless veterans].

If your subject of analysis is a phenomenon. A phenomenon refers to a fact, occurrence, or circumstance that can be studied or observed but with the cause or explanation to be in question. In this sense, a phenomenon that forms your subject of analysis can encompass anything that can be observed or presumed to exist but is not fully understood. In the social and behavioral sciences, the case usually focuses on human interaction within a complex physical, social, economic, cultural, or political system. For example, the phenomenon could be the observation that many vehicles used by ISIS fighters are small trucks with English language advertisements on them. The research problem could be that ISIS fighters are difficult to combat because they are highly mobile. The research questions could be how and by what means are these vehicles used by ISIS being supplied to the militants and how might supply lines to these vehicles be cut off? How might knowing the suppliers of these trucks reveal larger networks of collaborators and financial support? A case study of a phenomenon most often encompasses an in-depth analysis of a cause and effect that is grounded in an interactive relationship between people and their environment in some way.

NOTE:   The choice of the case or set of cases to study cannot appear random. Evidence that supports the method by which you identified and chose your subject of analysis should clearly support investigation of the research problem and linked to key findings from your literature review. Be sure to cite any studies that helped you determine that the case you chose was appropriate for examining the problem.

IV.  Discussion

The main elements of your discussion section are generally the same as any research paper, but centered around interpreting and drawing conclusions about the key findings from your analysis of the case study. Note that a general social sciences research paper may contain a separate section to report findings. However, in a paper designed around a case study, it is common to combine a description of the results with the discussion about their implications. The objectives of your discussion section should include the following:

Reiterate the Research Problem/State the Major Findings Briefly reiterate the research problem you are investigating and explain why the subject of analysis around which you designed the case study were used. You should then describe the findings revealed from your study of the case using direct, declarative, and succinct proclamation of the study results. Highlight any findings that were unexpected or especially profound.

Explain the Meaning of the Findings and Why They are Important Systematically explain the meaning of your case study findings and why you believe they are important. Begin this part of the section by repeating what you consider to be your most important or surprising finding first, then systematically review each finding. Be sure to thoroughly extrapolate what your analysis of the case can tell the reader about situations or conditions beyond the actual case that was studied while, at the same time, being careful not to misconstrue or conflate a finding that undermines the external validity of your conclusions.

Relate the Findings to Similar Studies No study in the social sciences is so novel or possesses such a restricted focus that it has absolutely no relation to previously published research. The discussion section should relate your case study results to those found in other studies, particularly if questions raised from prior studies served as the motivation for choosing your subject of analysis. This is important because comparing and contrasting the findings of other studies helps support the overall importance of your results and it highlights how and in what ways your case study design and the subject of analysis differs from prior research about the topic.

Consider Alternative Explanations of the Findings Remember that the purpose of social science research is to discover and not to prove. When writing the discussion section, you should carefully consider all possible explanations revealed by the case study results, rather than just those that fit your hypothesis or prior assumptions and biases. Be alert to what the in-depth analysis of the case may reveal about the research problem, including offering a contrarian perspective to what scholars have stated in prior research if that is how the findings can be interpreted from your case.

Acknowledge the Study's Limitations You can state the study's limitations in the conclusion section of your paper but describing the limitations of your subject of analysis in the discussion section provides an opportunity to identify the limitations and explain why they are not significant. This part of the discussion section should also note any unanswered questions or issues your case study could not address. More detailed information about how to document any limitations to your research can be found here .

Suggest Areas for Further Research Although your case study may offer important insights about the research problem, there are likely additional questions related to the problem that remain unanswered or findings that unexpectedly revealed themselves as a result of your in-depth analysis of the case. Be sure that the recommendations for further research are linked to the research problem and that you explain why your recommendations are valid in other contexts and based on the original assumptions of your study.

V.  Conclusion

As with any research paper, you should summarize your conclusion in clear, simple language; emphasize how the findings from your case study differs from or supports prior research and why. Do not simply reiterate the discussion section. Provide a synthesis of key findings presented in the paper to show how these converge to address the research problem. If you haven't already done so in the discussion section, be sure to document the limitations of your case study and any need for further research.

The function of your paper's conclusion is to: 1) reiterate the main argument supported by the findings from your case study; 2) state clearly the context, background, and necessity of pursuing the research problem using a case study design in relation to an issue, controversy, or a gap found from reviewing the literature; and, 3) provide a place to persuasively and succinctly restate the significance of your research problem, given that the reader has now been presented with in-depth information about the topic.

Consider the following points to help ensure your conclusion is appropriate:

  • If the argument or purpose of your paper is complex, you may need to summarize these points for your reader.
  • If prior to your conclusion, you have not yet explained the significance of your findings or if you are proceeding inductively, use the conclusion of your paper to describe your main points and explain their significance.
  • Move from a detailed to a general level of consideration of the case study's findings that returns the topic to the context provided by the introduction or within a new context that emerges from your case study findings.

Note that, depending on the discipline you are writing in or the preferences of your professor, the concluding paragraph may contain your final reflections on the evidence presented as it applies to practice or on the essay's central research problem. However, the nature of being introspective about the subject of analysis you have investigated will depend on whether you are explicitly asked to express your observations in this way.

Problems to Avoid

Overgeneralization One of the goals of a case study is to lay a foundation for understanding broader trends and issues applied to similar circumstances. However, be careful when drawing conclusions from your case study. They must be evidence-based and grounded in the results of the study; otherwise, it is merely speculation. Looking at a prior example, it would be incorrect to state that a factor in improving girls access to education in Azerbaijan and the policy implications this may have for improving access in other Muslim nations is due to girls access to social media if there is no documentary evidence from your case study to indicate this. There may be anecdotal evidence that retention rates were better for girls who were engaged with social media, but this observation would only point to the need for further research and would not be a definitive finding if this was not a part of your original research agenda.

Failure to Document Limitations No case is going to reveal all that needs to be understood about a research problem. Therefore, just as you have to clearly state the limitations of a general research study , you must describe the specific limitations inherent in the subject of analysis. For example, the case of studying how women conceptualize the need for water conservation in a village in Uganda could have limited application in other cultural contexts or in areas where fresh water from rivers or lakes is plentiful and, therefore, conservation is understood more in terms of managing access rather than preserving access to a scarce resource.

Failure to Extrapolate All Possible Implications Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings. If you do not, your reader may question the validity of your analysis, particularly if you failed to document an obvious outcome from your case study research. For example, in the case of studying the accident at the railroad crossing to evaluate where and what types of warning signals should be located, you failed to take into consideration speed limit signage as well as warning signals. When designing your case study, be sure you have thoroughly addressed all aspects of the problem and do not leave gaps in your analysis that leave the reader questioning the results.

Case Studies. Writing@CSU. Colorado State University; Gerring, John. Case Study Research: Principles and Practices . New York: Cambridge University Press, 2007; Merriam, Sharan B. Qualitative Research and Case Study Applications in Education . Rev. ed. San Francisco, CA: Jossey-Bass, 1998; Miller, Lisa L. “The Use of Case Studies in Law and Social Science Research.” Annual Review of Law and Social Science 14 (2018): TBD; Mills, Albert J., Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Putney, LeAnn Grogan. "Case Study." In Encyclopedia of Research Design , Neil J. Salkind, editor. (Thousand Oaks, CA: SAGE Publications, 2010), pp. 116-120; Simons, Helen. Case Study Research in Practice . London: SAGE Publications, 2009;  Kratochwill,  Thomas R. and Joel R. Levin, editors. Single-Case Research Design and Analysis: New Development for Psychology and Education .  Hilldsale, NJ: Lawrence Erlbaum Associates, 1992; Swanborn, Peter G. Case Study Research: What, Why and How? London : SAGE, 2010; Yin, Robert K. Case Study Research: Design and Methods . 6th edition. Los Angeles, CA, SAGE Publications, 2014; Walo, Maree, Adrian Bull, and Helen Breen. “Achieving Economic Benefits at Local Events: A Case Study of a Local Sports Event.” Festival Management and Event Tourism 4 (1996): 95-106.

Writing Tip

At Least Five Misconceptions about Case Study Research

Social science case studies are often perceived as limited in their ability to create new knowledge because they are not randomly selected and findings cannot be generalized to larger populations. Flyvbjerg examines five misunderstandings about case study research and systematically "corrects" each one. To quote, these are:

Misunderstanding 1 :  General, theoretical [context-independent] knowledge is more valuable than concrete, practical [context-dependent] knowledge. Misunderstanding 2 :  One cannot generalize on the basis of an individual case; therefore, the case study cannot contribute to scientific development. Misunderstanding 3 :  The case study is most useful for generating hypotheses; that is, in the first stage of a total research process, whereas other methods are more suitable for hypotheses testing and theory building. Misunderstanding 4 :  The case study contains a bias toward verification, that is, a tendency to confirm the researcher’s preconceived notions. Misunderstanding 5 :  It is often difficult to summarize and develop general propositions and theories on the basis of specific case studies [p. 221].

While writing your paper, think introspectively about how you addressed these misconceptions because to do so can help you strengthen the validity and reliability of your research by clarifying issues of case selection, the testing and challenging of existing assumptions, the interpretation of key findings, and the summation of case outcomes. Think of a case study research paper as a complete, in-depth narrative about the specific properties and key characteristics of your subject of analysis applied to the research problem.

Flyvbjerg, Bent. “Five Misunderstandings About Case-Study Research.” Qualitative Inquiry 12 (April 2006): 219-245.

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What the Case Study Method Really Teaches

  • Nitin Nohria

reading plan case study

Seven meta-skills that stick even if the cases fade from memory.

It’s been 100 years since Harvard Business School began using the case study method. Beyond teaching specific subject matter, the case study method excels in instilling meta-skills in students. This article explains the importance of seven such skills: preparation, discernment, bias recognition, judgement, collaboration, curiosity, and self-confidence.

During my decade as dean of Harvard Business School, I spent hundreds of hours talking with our alumni. To enliven these conversations, I relied on a favorite question: “What was the most important thing you learned from your time in our MBA program?”

  • Nitin Nohria is the George F. Baker Jr. and Distinguished Service University Professor. He served as the 10th dean of Harvard Business School, from 2010 to 2020.

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