analyze the case study

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

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

Research question

• Conceptual framework
• Conceptual vs. theoretical framework

Data collection

• Qualitative research methods
• Focus groups
• Observational research

What is a case study?

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

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

Case studies

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

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

Definition of a case study

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

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

Characteristics of case studies

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

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

The role of case studies in research

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

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

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

What is the purpose of a case study?

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

Why use case studies in qualitative research?

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

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

The explanatory, exploratory, and descriptive roles of case studies

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

The impact of case studies on knowledge development

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

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

Types of case studies

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

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

Exploratory case studies

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

Descriptive case studies

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

Explanatory case studies

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

Intrinsic, instrumental, and collective case studies

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

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

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

Critical information systems research

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

Health research

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

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

Asthma research studies

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

Other fields

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

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

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

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

Propositions

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

Units of analysis

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

Argumentation

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

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

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

Defining the research question

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

Selecting and defining the case

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

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

Developing a detailed case study protocol

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

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

Collecting data

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

Analyzing and interpreting data

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

Writing the case study report

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

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

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

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

Observations

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

Documents and artifacts

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

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

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

Ensuring the quality of data collection

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

Data analysis

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

Organizing the data

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

Categorizing and coding the data

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

Identifying patterns and themes

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

Interpreting the data

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

Verification of the data

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

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

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

Benefits include the following:

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

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

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

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

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The Ultimate Guide to Case Study Analysis

Welcome to a comprehensive exploration of the realm where real-world scenarios meet analytical prowess. In academia and business, the art of dissecting situations, identifying key issues, and formulating strategic recommendations is paramount. This guide is designed to equip you with the skills needed to navigate the complexities of case study analysis effectively. Whether you are a student honing your problem-solving abilities or a professional seeking to enhance your decision-making skills, this resource is tailored to meet your requirements. Through practical advice, real-life examples, and expert perspectives, you will gain the expertise to extract valuable insights from cases and apply them in various contexts. Prepare to embark on a journey that will elevate your analytical thinking and empower you to make informed decisions. Let’s delve into the world of analytical exploration together!

Key Steps in Conducting a Case Study Analysis

Case studies are an integral part of various academic and professional fields, providing a detailed examination of a particular subject. Conducting a case study analysis involves several key steps that help in understanding the complexities of the case and deriving meaningful insights. Here are the essential steps to effectively conduct a case study analysis:.

Preparing for Analysis: The first step in conducting a case study analysis is to thoroughly read and understand the case study. Identify the key stakeholders, relevant facts, and any other pertinent information that will aid in the analysis. It is essential to create a timeline of events and gather all necessary data to ensure a comprehensive understanding of the case.

Identifying Key Problems and Issues: Once you have a good grasp of the case study, identify the main problems or issues that the subject is facing. This step involves critically analyzing the information presented and determining the root causes of the problems. Conduct interviews, surveys, or additional research to delve deeper into the identified issues and gain multiple perspectives.

Formulating a Thesis Statement: Based on the identified problems, formulate a clear and concise thesis statement that summarizes the main issue or challenge faced by the subject of the case study. The thesis statement will guide the rest of your analysis. Ensure that your thesis statement is specific, measurable, achievable, relevant, and time-bound (SMART) to effectively address the problem.

Recommendations and Further Actions: After analyzing the case study and developing a thesis statement, it is crucial to provide recommendations and suggest further actions that can address the identified problems. These recommendations should be practical, feasible, and supported by evidence from the case study. Consider the implications of your recommendations and propose a detailed action plan with clear steps and responsibilities.

Implementation and Evaluation: Once recommendations are made, focus on the implementation phase. Develop a monitoring and evaluation plan to track the progress of the proposed solutions. Regularly assess the outcomes and make adjustments as needed to ensure the effectiveness of the implemented strategies.

By following these key steps in conducting a case study analysis, you can effectively analyze complex cases, draw meaningful conclusions, and propose actionable recommendations for addressing the issues at hand. Remember, a well-executed case study analysis can provide valuable insights and contribute to informed decision-making processes.

Writing a Comprehensive Case Study Analysis

Case studies are an essential tool for understanding real-world scenarios and applying theoretical knowledge to practical situations. A well-crafted case study analysis can provide valuable insights and recommendations for businesses, organizations, and individuals. To ensure that your case study analysis is thorough and effective, consider the following points:.

Structuring Your Analysis: Begin by outlining the key issues or problems presented in the case study. Identify the main stakeholders involved and their interests. Then, develop a logical structure for your analysis, including an introduction, background information, analysis of key issues, recommendations, and a conclusion.

Incorporating Supporting Evidence: Back up your analysis with relevant data, facts, and examples from the case study. Use charts, graphs, and other visual aids to illustrate your points. Make sure to cite your sources properly and provide a clear rationale for your conclusions.

Proofreading and Editing: Before finalizing your case study analysis, review it carefully for errors in grammar, punctuation, and spelling. Ensure that your writing is clear, concise, and free of jargon. Consider seeking feedback from peers or mentors to improve the quality of your analysis.

In addition to the above points, it is crucial to delve deeper into the case study context. Understand the industry trends, competitive landscape, and any external factors that may influence the situation. Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats relevant to the case. This strategic analysis can provide a holistic view and help in formulating more robust recommendations.

Furthermore, consider the ethical implications of the decisions proposed in your analysis. Evaluate the potential impact on various stakeholders, including employees, customers, and the community. Addressing ethical considerations demonstrates a comprehensive understanding of the case study and showcases your commitment to responsible decision-making.

Lastly, consider the implementation aspects of your recommendations. Outline a detailed action plan with clear steps, responsibilities, and timelines. Discuss potential challenges that may arise during implementation and propose mitigation strategies to ensure successful execution.

By incorporating these additional elements into your case study analysis, you can elevate the depth and quality of your insights, making your analysis a valuable resource for strategic planning and problem-solving.

Enhancing Your Case Study Analysis

When it comes to conducting a case study analysis, there are various strategies that can be employed to enhance the quality and effectiveness of the study. Two key approaches that can significantly improve your case study analysis are utilizing templates for structuring your case studies and incorporating visual elements to increase reader engagement.

Utilizing Templates for Effective Case Studies:

Templates can serve as a valuable tool in organizing and presenting your case study in a clear and structured manner. By using a template, you can ensure that all essential components of the case study are included, such as the background information, problem statement, methodology, results, and conclusions. Templates can also help maintain consistency across multiple case studies, making it easier for readers to navigate and understand the content.

Incorporating Visual Elements for Engagement:

In addition to well-structured content, incorporating visual elements can greatly enhance the engagement level of your case study. Visual elements such as charts, graphs, images, and infographics can help break down complex information into more digestible formats, making it easier for readers to grasp key insights and findings. Visuals can also make your case study more visually appealing and memorable, increasing the likelihood of reader retention and understanding.

Moreover, when incorporating visual elements, it is essential to ensure that they are relevant and complement the textual content. Visual aids should not only enhance understanding but also add value by providing additional context or highlighting critical points within the case study.

Furthermore, consider the target audience when selecting visual elements. Different types of visuals may resonate better with specific audiences. For instance, a business-oriented audience might prefer data-driven charts and graphs, while a more general audience might respond better to illustrative images or real-life examples.

Additionally, interactive elements such as clickable graphics or embedded multimedia can further enhance reader engagement and interactivity with the case study content. These interactive features can create a more immersive experience for the audience, allowing them to explore the information in a more dynamic and personalized way.

By incorporating a combination of well-structured templates, relevant visual elements, and interactive features, you can not only improve the overall quality of your case study analysis but also create a more engaging and impactful experience for your audience.

Citing Sources and Appendices

When writing any academic or research-based content, it is crucial to properly cite all external sources used in your work. This not only gives credit to the original authors but also helps readers locate the sources for further reference. There are various citation styles that one can follow, such as APA (American Psychological Association), MLA (Modern Language Association), or Harvard style. Each style has its own set of rules regarding how to cite different types of sources like books, journals, websites, etc. It is essential to be consistent in applying the chosen citation style throughout the document.

In addition to citing external sources, including appendices can also enhance the quality and credibility of your work

Appendices are used to provide supplementary information that is not essential to the main text but can offer valuable context or data. This could include raw data, detailed technical information, questionnaires used in research, or any additional material that supports the main content of the document. When including appendices, it is important to clearly label each one and refer to them within the main text when necessary. This ensures that readers can easily navigate through the document and access the supplementary information as needed.

Referencing External Sources

When citing external sources, it is important to follow the guidelines of the chosen citation style. In addition to the basic information like author name, publication year, and title, some citation styles may require additional details such as page numbers, URLs, or DOI (Digital Object Identifier). It is crucial to accurately record these details to provide a complete and accurate reference.

Using Citation Styles like APA, MLA, or Harvard

Each citation style has its own unique format for citing sources. For example, in APA style, in-text citations typically include the author’s last name and the publication year, while MLA style uses the author’s last name and page number. Understanding the specific requirements of each style is essential to ensure proper citation throughout the document.

Including Appendices for Original Data

Appendices are a valuable tool for including supplementary information that supports the main content of your work. When including original data in an appendix, it is important to present the information in a clear and organized manner. This could involve creating tables, charts, or graphs to present the data visually, along with a brief explanation to help readers interpret the information effectively.

Overall, citing external sources and including appendices are essential components of academic and research writing. By following the guidelines of the chosen citation style and providing relevant supplementary information in the appendices, you can enhance the credibility and clarity of your work.

Mastering the art of case study analysis is a valuable skill that can greatly benefit students and professionals alike. By following the steps outlined in this guide, individuals can enhance their critical thinking abilities and problem-solving skills. Additionally, honing the ability to dissect and analyze case studies effectively can lead to improved decision-making and strategic planning in various fields. For further guidance on crafting concise and engaging summaries of research studies, check out the detailed tips provided in the article ‘How to Write a Scientific Abstract’ at Avidnote . Strengthen your academic writing skills and enhance your research capabilities today!.

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Methodology

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

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

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

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Research bias

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

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How to Analyse a Case Study

Last Updated: April 13, 2024 Fact Checked

This article was co-authored by Sarah Evans . Sarah Evans is a Public Relations & Social Media Expert based in Las Vegas, Nevada. With over 14 years of industry experience, Sarah is the Founder & CEO of Sevans PR. Her team offers strategic communications services to help clients across industries including tech, finance, medical, real estate, law, and startups. The agency is renowned for its development of the "reputation+" methodology, a data-driven and AI-powered approach designed to elevate brand credibility, trust, awareness, and authority in a competitive marketplace. Sarah’s thought leadership has led to regular appearances on The Doctors TV show, CBS Las Vegas Now, and as an Adobe influencer. She is a respected contributor at Entrepreneur magazine, Hackernoon, Grit Daily, and KLAS Las Vegas. Sarah has been featured in PR Daily and PR Newswire and is a member of the Forbes Agency Council. She received her B.A. in Communications and Public Relations from Millikin University. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 412,482 times.

Case studies are used in many professional education programs, primarily in business school, to present real-world situations to students and to assess their ability to parse out the important aspects of a given dilemma. In general, a case study should include, in order: background on the business environment, description of the given business, identification of a key problem or issue, steps taken to address the issue, your assessment of that response, and suggestions for better business strategy. The steps below will guide you through the process of analyzing a business case study in this way.

• Describe the nature of the organization under consideration and its competitors. Provide general information about the market and customer base. Indicate any significant changes in the business environment or any new endeavors upon which the business is embarking.

• Analyze its management structure, employee base, and financial history. Describe annual revenues and profit. Provide figures on employment. Include details about private ownership, public ownership, and investment holdings. Provide a brief overview of the business's leaders and command chain.

• In all likelihood, there will be several different factors at play. Decide which is the main concern of the case study by examining what most of the data talks about, the main problems facing the business, and the conclusions at the end of the study. Examples might include expansion into a new market, response to a competitor's marketing campaign, or a changing customer base. [3] X Research source

• Draw on the information you gathered and trace a chronological progression of steps taken (or not taken). Cite data included in the case study, such as increased marketing spending, purchasing of new property, changed revenue streams, etc.

• Indicate whether or not each aspect of the response met its goal and whether the response overall was well-crafted. Use numerical benchmarks, like a desired customer share, to show whether goals were met; analyze broader issues, like employee management policies, to talk about the response as a whole. [4] X Research source

• Suggest alternative or improved measures that could have been taken by the business, using specific examples and backing up your suggestions with data and calculations.

Community Q&A

• Always read a case study several times. At first, you should read just for the basic details. On each subsequent reading, look for details about a specific topic: competitors, business strategy, management structure, financial loss. Highlight phrases and sections relating to these topics and take notes. Thanks Helpful 0 Not Helpful 0
• In the preliminary stages of analyzing a case study, no detail is insignificant. The biggest numbers can often be misleading, and the point of an analysis is often to dig deeper and find otherwise unnoticed variables that drive a situation. Thanks Helpful 0 Not Helpful 0
• If you are analyzing a case study for a consulting company interview, be sure to direct your comments towards the matters handled by the company. For example, if the company deals with marketing strategy, focus on the business's successes and failures in marketing; if you are interviewing for a financial consulting job, analyze how well the business keeps their books and their investment strategy. Thanks Helpful 0 Not Helpful 0

• Do not use impassioned or emphatic language in your analysis. Business case studies are a tool for gauging your business acumen, not your personal beliefs. When assigning blame or identifying flaws in strategy, use a detached, disinterested tone. Thanks Helpful 16 Not Helpful 4

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Thanks for reading our article! If you’d like to learn more about business writing, check out our in-depth interview with Sarah Evans .

• ↑ https://www.gvsu.edu/cms4/asset/CC3BFEEB-C364-E1A1-A5390F221AC0FD2D/business_case_analysis_gg_final.pdf
• ↑ https://bizfluent.com/12741914/how-to-analyze-a-business-case-study
• ↑ http://www.business-fundas.com/2009/how-to-analyze-business-case-studies/
• ↑ https://writingcenter.uagc.edu/writing-case-study-analysis
• http://college.cengage.com/business/resources/casestudies/students/analyzing.htm

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Home » Case Study – Methods, Examples and Guide

Case Study – Methods, Examples and Guide

Table of Contents

A case study is a research method that involves an in-depth examination and analysis of a particular phenomenon or case, such as an individual, organization, community, event, or situation.

It is a qualitative research approach that aims to provide a detailed and comprehensive understanding of the case being studied. Case studies typically involve multiple sources of data, including interviews, observations, documents, and artifacts, which are analyzed using various techniques, such as content analysis, thematic analysis, and grounded theory. The findings of a case study are often used to develop theories, inform policy or practice, or generate new research questions.

Types of Case Study

Types and Methods of Case Study are as follows:

Single-Case Study

A single-case study is an in-depth analysis of a single case. This type of case study is useful when the researcher wants to understand a specific phenomenon in detail.

For Example , A researcher might conduct a single-case study on a particular individual to understand their experiences with a particular health condition or a specific organization to explore their management practices. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a single-case study are often used to generate new research questions, develop theories, or inform policy or practice.

Multiple-Case Study

A multiple-case study involves the analysis of several cases that are similar in nature. This type of case study is useful when the researcher wants to identify similarities and differences between the cases.

For Example, a researcher might conduct a multiple-case study on several companies to explore the factors that contribute to their success or failure. The researcher collects data from each case, compares and contrasts the findings, and uses various techniques to analyze the data, such as comparative analysis or pattern-matching. The findings of a multiple-case study can be used to develop theories, inform policy or practice, or generate new research questions.

Exploratory Case Study

An exploratory case study is used to explore a new or understudied phenomenon. This type of case study is useful when the researcher wants to generate hypotheses or theories about the phenomenon.

For Example, a researcher might conduct an exploratory case study on a new technology to understand its potential impact on society. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as grounded theory or content analysis. The findings of an exploratory case study can be used to generate new research questions, develop theories, or inform policy or practice.

Descriptive Case Study

A descriptive case study is used to describe a particular phenomenon in detail. This type of case study is useful when the researcher wants to provide a comprehensive account of the phenomenon.

For Example, a researcher might conduct a descriptive case study on a particular community to understand its social and economic characteristics. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of a descriptive case study can be used to inform policy or practice or generate new research questions.

Instrumental Case Study

An instrumental case study is used to understand a particular phenomenon that is instrumental in achieving a particular goal. This type of case study is useful when the researcher wants to understand the role of the phenomenon in achieving the goal.

For Example, a researcher might conduct an instrumental case study on a particular policy to understand its impact on achieving a particular goal, such as reducing poverty. The researcher collects data from multiple sources, such as interviews, observations, and documents, and uses various techniques to analyze the data, such as content analysis or thematic analysis. The findings of an instrumental case study can be used to inform policy or practice or generate new research questions.

Case Study Data Collection Methods

Here are some common data collection methods for case studies:

Interviews involve asking questions to individuals who have knowledge or experience relevant to the case study. Interviews can be structured (where the same questions are asked to all participants) or unstructured (where the interviewer follows up on the responses with further questions). Interviews can be conducted in person, over the phone, or through video conferencing.

Observations

Observations involve watching and recording the behavior and activities of individuals or groups relevant to the case study. Observations can be participant (where the researcher actively participates in the activities) or non-participant (where the researcher observes from a distance). Observations can be recorded using notes, audio or video recordings, or photographs.

Documents can be used as a source of information for case studies. Documents can include reports, memos, emails, letters, and other written materials related to the case study. Documents can be collected from the case study participants or from public sources.

Surveys involve asking a set of questions to a sample of individuals relevant to the case study. Surveys can be administered in person, over the phone, through mail or email, or online. Surveys can be used to gather information on attitudes, opinions, or behaviors related to the case study.

Artifacts are physical objects relevant to the case study. Artifacts can include tools, equipment, products, or other objects that provide insights into the case study phenomenon.

How to conduct Case Study Research

Conducting a case study research involves several steps that need to be followed to ensure the quality and rigor of the study. Here are the steps to conduct case study research:

• Define the research questions: The first step in conducting a case study research is to define the research questions. The research questions should be specific, measurable, and relevant to the case study phenomenon under investigation.
• Select the case: The next step is to select the case or cases to be studied. The case should be relevant to the research questions and should provide rich and diverse data that can be used to answer the research questions.
• Collect data: Data can be collected using various methods, such as interviews, observations, documents, surveys, and artifacts. The data collection method should be selected based on the research questions and the nature of the case study phenomenon.
• Analyze the data: The data collected from the case study should be analyzed using various techniques, such as content analysis, thematic analysis, or grounded theory. The analysis should be guided by the research questions and should aim to provide insights and conclusions relevant to the research questions.
• Draw conclusions: The conclusions drawn from the case study should be based on the data analysis and should be relevant to the research questions. The conclusions should be supported by evidence and should be clearly stated.
• Validate the findings: The findings of the case study should be validated by reviewing the data and the analysis with participants or other experts in the field. This helps to ensure the validity and reliability of the findings.
• Write the report: The final step is to write the report of the case study research. The report should provide a clear description of the case study phenomenon, the research questions, the data collection methods, the data analysis, the findings, and the conclusions. The report should be written in a clear and concise manner and should follow the guidelines for academic writing.

Examples of Case Study

Here are some examples of case study research:

• The Hawthorne Studies : Conducted between 1924 and 1932, the Hawthorne Studies were a series of case studies conducted by Elton Mayo and his colleagues to examine the impact of work environment on employee productivity. The studies were conducted at the Hawthorne Works plant of the Western Electric Company in Chicago and included interviews, observations, and experiments.
• The Stanford Prison Experiment: Conducted in 1971, the Stanford Prison Experiment was a case study conducted by Philip Zimbardo to examine the psychological effects of power and authority. The study involved simulating a prison environment and assigning participants to the role of guards or prisoners. The study was controversial due to the ethical issues it raised.
• The Challenger Disaster: The Challenger Disaster was a case study conducted to examine the causes of the Space Shuttle Challenger explosion in 1986. The study included interviews, observations, and analysis of data to identify the technical, organizational, and cultural factors that contributed to the disaster.
• The Enron Scandal: The Enron Scandal was a case study conducted to examine the causes of the Enron Corporation’s bankruptcy in 2001. The study included interviews, analysis of financial data, and review of documents to identify the accounting practices, corporate culture, and ethical issues that led to the company’s downfall.
• The Fukushima Nuclear Disaster : The Fukushima Nuclear Disaster was a case study conducted to examine the causes of the nuclear accident that occurred at the Fukushima Daiichi Nuclear Power Plant in Japan in 2011. The study included interviews, analysis of data, and review of documents to identify the technical, organizational, and cultural factors that contributed to the disaster.

Application of Case Study

Case studies have a wide range of applications across various fields and industries. Here are some examples:

Business and Management

Case studies are widely used in business and management to examine real-life situations and develop problem-solving skills. Case studies can help students and professionals to develop a deep understanding of business concepts, theories, and best practices.

Case studies are used in healthcare to examine patient care, treatment options, and outcomes. Case studies can help healthcare professionals to develop critical thinking skills, diagnose complex medical conditions, and develop effective treatment plans.

Case studies are used in education to examine teaching and learning practices. Case studies can help educators to develop effective teaching strategies, evaluate student progress, and identify areas for improvement.

Social Sciences

Case studies are widely used in social sciences to examine human behavior, social phenomena, and cultural practices. Case studies can help researchers to develop theories, test hypotheses, and gain insights into complex social issues.

Law and Ethics

Case studies are used in law and ethics to examine legal and ethical dilemmas. Case studies can help lawyers, policymakers, and ethical professionals to develop critical thinking skills, analyze complex cases, and make informed decisions.

Purpose of Case Study

The purpose of a case study is to provide a detailed analysis of a specific phenomenon, issue, or problem in its real-life context. A case study is a qualitative research method that involves the in-depth exploration and analysis of a particular case, which can be an individual, group, organization, event, or community.

The primary purpose of a case study is to generate a comprehensive and nuanced understanding of the case, including its history, context, and dynamics. Case studies can help researchers to identify and examine the underlying factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and detailed understanding of the case, which can inform future research, practice, or policy.

Case studies can also serve other purposes, including:

• Illustrating a theory or concept: Case studies can be used to illustrate and explain theoretical concepts and frameworks, providing concrete examples of how they can be applied in real-life situations.
• Developing hypotheses: Case studies can help to generate hypotheses about the causal relationships between different factors and outcomes, which can be tested through further research.
• Providing insight into complex issues: Case studies can provide insights into complex and multifaceted issues, which may be difficult to understand through other research methods.
• Informing practice or policy: Case studies can be used to inform practice or policy by identifying best practices, lessons learned, or areas for improvement.

Advantages of Case Study Research

There are several advantages of case study research, including:

• In-depth exploration: Case study research allows for a detailed exploration and analysis of a specific phenomenon, issue, or problem in its real-life context. This can provide a comprehensive understanding of the case and its dynamics, which may not be possible through other research methods.
• Rich data: Case study research can generate rich and detailed data, including qualitative data such as interviews, observations, and documents. This can provide a nuanced understanding of the case and its complexity.
• Holistic perspective: Case study research allows for a holistic perspective of the case, taking into account the various factors, processes, and mechanisms that contribute to the case and its outcomes. This can help to develop a more accurate and comprehensive understanding of the case.
• Theory development: Case study research can help to develop and refine theories and concepts by providing empirical evidence and concrete examples of how they can be applied in real-life situations.
• Practical application: Case study research can inform practice or policy by identifying best practices, lessons learned, or areas for improvement.
• Contextualization: Case study research takes into account the specific context in which the case is situated, which can help to understand how the case is influenced by the social, cultural, and historical factors of its environment.

Limitations of Case Study Research

There are several limitations of case study research, including:

• Limited generalizability : Case studies are typically focused on a single case or a small number of cases, which limits the generalizability of the findings. The unique characteristics of the case may not be applicable to other contexts or populations, which may limit the external validity of the research.
• Biased sampling: Case studies may rely on purposive or convenience sampling, which can introduce bias into the sample selection process. This may limit the representativeness of the sample and the generalizability of the findings.
• Subjectivity: Case studies rely on the interpretation of the researcher, which can introduce subjectivity into the analysis. The researcher’s own biases, assumptions, and perspectives may influence the findings, which may limit the objectivity of the research.
• Limited control: Case studies are typically conducted in naturalistic settings, which limits the control that the researcher has over the environment and the variables being studied. This may limit the ability to establish causal relationships between variables.
• Time-consuming: Case studies can be time-consuming to conduct, as they typically involve a detailed exploration and analysis of a specific case. This may limit the feasibility of conducting multiple case studies or conducting case studies in a timely manner.
• Resource-intensive: Case studies may require significant resources, including time, funding, and expertise. This may limit the ability of researchers to conduct case studies in resource-constrained settings.

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Case Study | Definition, Examples & Methods

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

A case study is a detailed study of a specific subject, such as a person, group, place, event, organisation, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating, and understanding different aspects of a research problem .

Table of contents

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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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How to Write a Case Study Analysis

Step-By-Step Instructions

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When writing a business case study analysis , you must first have a good understanding of the case study . Before you begin the steps below, read the business case carefully, taking notes all the while. It may be necessary to read the case several times to get all of the details and fully grasp the issues facing the group, company, or industry.

As you are reading, do your best to identify key issues, key players, and the most pertinent facts. After you are comfortable with the information, use the following step-by-step instructions (geared toward a single-company analysis) to write your report. To write about an industry, just adapt the steps listed here to discuss the segment as a whole.

Step 1: Investigate the Company’s History and Growth

A company’s past can greatly affect the present and future state of the organization. To begin, investigate the company’s founding, critical incidents, structure, and growth. Create a timeline of events, issues, and achievements. This timeline will come in handy for the next step. 

Step 2: Identify Strengths and Weaknesses

Using the information you gathered in step one, continue by examining and making a list of the value creation functions of the company. For example, the company may be weak in product development but strong in marketing. Make a list of problems that have occurred and note the effects they have had on the company. You should also list areas where the company has excelled. Note the effects of these incidents as well.

You're essentially conducting a partial SWOT analysis to get a better understanding of the company's strengths and weaknesses. A SWOT analysis involves documenting things like internal strengths (S) and weaknesses (W) and external opportunities (O) and threats (T). 

Step 3: Examine the External Environment

The third step involves identifying opportunities and threats within the company’s external environment. This is where the second part of the SWOT analysis (the O and the T) comes into play. Special items to note include competition within the industry, bargaining powers, and the threat of substitute products. Some examples of opportunities include expansion into new markets or new technology. Some examples of threats include increasing competition and higher interest rates.

Step 4: Analyze Your Findings

Using the information in steps 2 and 3, create an evaluation for this portion of your case study analysis. Compare the strengths and weaknesses within the company to the external threats and opportunities. Determine if the company is in a strong competitive position, and decide if it can continue at its current pace successfully.

Step 5: Identify Corporate-Level Strategy

To identify a company’s corporate-level strategy, identify and evaluate the company’s mission , goals, and actions toward those goals. Analyze the company’s line of business and its subsidiaries and acquisitions. You also want to debate the pros and cons of the company strategy to determine whether or not a change might benefit the company in the short or long term.​

Step 6: Identify Business-Level Strategy

Thus far, your case study analysis has identified the company’s corporate-level strategy. To perform a complete analysis, you will need to identify the company’s business-level strategy. (Note: If it is a single business, without multiple companies under one umbrella, and not an industry-wide review, the corporate strategy and the business-level strategy are the same.) For this part, you should identify and analyze each company’s competitive strategy, marketing strategy, costs, and general focus.

Step 7: Analyze Implementations

This portion requires that you identify and analyze the structure and control systems that the company is using to implement its business strategies. Evaluate organizational change, levels of hierarchy, employee rewards, conflicts, and other issues that are important to the company you are analyzing.

Step 8: Make Recommendations

The final part of your case study analysis should include your recommendations for the company. Every recommendation you make should be based on and supported by the context of your analysis. Never share hunches or make a baseless recommendation.

You also want to make sure that your suggested solutions are actually realistic. If the solutions cannot be implemented due to some sort of restraint, they are not realistic enough to make the final cut.

Finally, consider some of the alternative solutions that you considered and rejected. Write down the reasons why these solutions were rejected. 

Step 9: Review

Look over your analysis when you have finished writing. Critique your work to make sure every step has been covered. Look for grammatical errors , poor sentence structure, or other things that can be improved. It should be clear, accurate, and professional.

Business Case Study Analysis Tips

Keep these strategic tips in mind:

• Know the case study ​backward and forward before you begin your case study analysis.
• Give yourself enough time to write the case study analysis. You don't want to rush through it.
• Be honest in your evaluations. Don't let personal issues and opinions cloud your judgment.
• Be analytical, not descriptive.
• Proofread your work, and even let a test reader give it a once-over for dropped words or typos that you no longer can see.
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Research Writing and Analysis

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Writing a Case Study

What is a case study?

A Case study is: 

• An in-depth research design that primarily uses a qualitative methodology but sometimes​​ includes quantitative methodology.
• Used to examine an identifiable problem confirmed through research.
• Used to investigate an individual, group of people, organization, or event.
• Used to mostly answer "how" and "why" questions.

What are the different types of case studies?

Note: These are the primary case studies. As you continue to research and learn

about case studies you will begin to find a robust list of different types. 

Who are your case study participants?

What is triangulation ? 

Validity and credibility are an essential part of the case study. Therefore, the researcher should include triangulation to ensure trustworthiness while accurately reflecting what the researcher seeks to investigate.

How to write a Case Study?

When developing a case study, there are different ways you could present the information, but remember to include the five parts for your case study.

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Case Study Analysis: Examples + How-to Guide & Writing Tips

A case study analysis is a typical assignment in business management courses. The task aims to show high school and college students how to analyze a current situation, determine what problems exist, and develop the best possible strategy to achieve the desired outcome.

Many students feel anxious about writing case analyses because being told to analyze a case study and provide a solution can seem like a big task. That is especially so when working with real-life scenarios. However, you can rest assured writing a case analysis paper is easier than you think. Just keep reading this article and you will find case study examples for students and the advice provided by Custom-writing experts!

• 👣 Main Steps
• 🕵 Preparing the Case

🔬 Analyzing the Case

• 📑 Format & Structure
• 🙅 Things to Avoid
• 🏁 Conclusion

🔗 References

👣 writing a case study analysis: main steps.

Business management is built on case analysis. Every single economic result shows that the methods and instruments employed were either well-timed and expedient, in the event of success, or not, in case of failure. These two options indicate whether the strategy is efficient (and should be followed) or requires corrections (or complete change). Such an approach to the case study will make your writing piece more proficient and valuable for the reader. The following steps will direct your plan for writing a case study analysis.

Step 1: Preliminary work

• Make notes and highlight the numbers and ideas that could be quoted.
• Single out as many problems as you can, and briefly mark their underlying issues. Then make a note of those responsible. In the report, you will use two to five of the problems, so you will have a selection to choose from.
• Outline a possible solution to each of the problems you found. Course readings and outside research shall be used here. Highlight your best and worst solution for further reference.

Step 2: Drafting the Case

• Provide a general description of the situation and its history.
• Name all the problems you are going to discuss.
• Specify the theory used for the analysis.
• Present the assumptions that emerged during the analysis, if any.
• Describe the detected problems in more detail.
• Indicate their link to, and effect on, the general situation.
• Explain why the problems emerged and persist.
• List realistic and feasible solutions to the problems you outlined, in the order of importance.
• Specify your predicted results of such changes.
• Support your choice with reliable evidence (i.e., textbook readings, the experience of famous companies, and other external research).
• Define the strategies required to fulfill your proposed solution.
• Indicate the responsible people and the realistic terms for its implementation.
• Recommend the issues for further analysis and supervision.

Step 3: Finalizing the Case

Like any other piece of writing, a case analysis requires post-editing. Carefully read it through, looking for inconsistencies and gaps in meaning. Your purpose is to make it look complete, precise, and convincing.

🕵 Preparing a Case for Analysis

Your professor might give you various case study examples from which to choose, or they may just assign you a particular case study. To conduct a thorough data analysis, you must first read the case study. This might appear to be obvious. However, you’d be surprised at how many students don’t take adequate time to complete this part.

Read the case study very thoroughly, preferably several times. Highlight, underline, flag key information, and make notes to refer to later when you are writing your analysis report.

If you don’t have a complete knowledge of the case study your professor has assigned, you won’t conduct a proper analysis of it. Even if you make use of a business case study template or refer to a sample analysis, it won’t help if you aren’t intimately familiar with your case study.

You will also have to conduct research. When it comes to research, you will need to do the following:

• Gather hard, quantitative data (e.g. 67% of the staff participated in the meeting).
• Design research tools , such as questionnaires and surveys (this will aid in gathering data).
• Determine and suggest the best specific, workable solutions.

It would be best if you also learned how to analyze a case study. Once you have read through the case study, you need to determine the focus of your analysis. You can do this by doing the following:

Compare your chosen solutions to the solutions offered by the experts who analyzed the case study you were given or to online assignments for students who were dealing with a similar task. The experts’ solutions will probably be more advanced than yours simply because these people are more experienced. However, don’t let this discourage you; the whole point of doing this analysis is to learn. Use the opportunity to learn from others’ valuable experience, and your results will be better next time.

If you are still in doubt, the University of South Carolina offers a great guide on forming a case study analysis.

📑 Case Analysis Format & Structure

When you are learning how to write a case study analysis, it is important to get the format of your analysis right. Understanding the case study format is vital for both the professor and the student. The person planning and handing out such an assignment should ensure that the student doesn’t have to use any external sources .

In turn, students have to remember that a well-written case analysis provides all the data, making it unnecessary for the reader to go elsewhere for information.

Regardless of whether you use a case study template, you will need to follow a clear and concise format when writing your analysis report. There are some possible case study frameworks available. Still, a case study should contain eight sections laid out in the following format:

• Describe the purpose of the current case study;
• Provide a summary of the company;
• Briefly introduce the problems and issues found in the case study
• Discuss the theory you will be using in the analysis;
• Present the key points of the study and present any assumptions made during the analysis.
• Present each problem you have singled out;
• Justify your inclusion of each problem by providing supporting evidence from the case study and by discussing relevant theory and what you have learned from your course content;
• Divide the section (and following sections) into subsections, one for each of your selected problems.
• Present a summary of each problem you have identified;
• Present plausible solutions for each of the problems, keeping in mind that each problem will likely have more than one possible solution;
• Provide the pros and cons of each solution in a way that is practical.
• Conclusion . This is a summary of your findings and discussion.
• Decide which solution best fits each of the issues you identified;
• Explain why you chose this solution and how it will effectively solve the problem;
• Be persuasive when you write this section so that you can drive your point home;
• Be sure to bring together theory and what you have learned throughout your course to support your recommendations.
• Provide an explanation of what must be done, who should take action, and when the solution should be carried out;
• Where relevant, you should provide an estimate of the cost in implementing the solution, including both the financial investment and the cost in terms of time.
• References. While you generally do not need to refer to many external sources when writing a case study analysis, you might use a few. When you do, you will need to properly reference these sources, which is most often done in one of the main citation styles, including APA, MLA, or Harvard. There is plenty of help when citing references, and you can follow these APA guidelines , these MLA guidelines , or these Harvard guidelines .
• Appendices. This is the section you include after your case study analysis if you used any original data in the report. These data, presented as charts, graphs, and tables, are included here because to present them in the main body of the analysis would be disruptive to the reader. The University of Southern California provides a great description of appendices and when to make use of them.

When you’ve finished your first draft, be sure to proofread it. Look not only for potential grammar and spelling errors but also for discrepancies or holes in your argument.

You should also know what you need to avoid when writing your analysis.

🙅 Things to Avoid in Case Analysis

Whenever you deal with a case study, remember that there are some pitfalls to avoid! Beware of the following mistakes:

• Excessive use of colloquial language . Even though it is a study of an actual case, it should sound formal.
• Lack of statistical data . Give all the important data, both in percentages and in numbers.
• Excessive details. State only the most significant facts, rather than drowning the reader in every fact you find.
• Inconsistency in the methods you have used . In a case study, theory plays a relatively small part, so you must develop a specific case study research methodology.
• Trivial means of research . It is critical that you design your own case study research method in whatever form best suits your analysis, such as questionnaires and surveys.

It is useful to see a few examples of case analysis papers. After all, a sample case study report can provide you with some context so you can see how to approach each aspect of your paper.

👀 Case Study Examples for Students

It might be easier to understand how a case study analysis works if you have an example to look at. Fortunately, examples of case studies are easy to come by. Take a look at this video for a sample case study analysis for the Coca-Cola Company.

If you want another example, then take a look at the one below!

Business Case Analysis: Example

CRM’s primary focus is customers and customer perception of the brand or the company. The focus may shift depending on customers’ needs. The main points that Center Parcs should consider are an increase in customer satisfaction and its market share. Both of these points will enhance customer perception of the product as a product of value. Increased customer satisfaction will indicate that the company provides quality services, and increased market share can reduce the number of switching (or leaving) customers, thus fostering customer loyalty.

Case Study Topics

• Equifax case study: the importance of cybersecurity measures. 
• Study a case illustrating ethical issues of medical research.
• Examine the case describing the complications connected with nursing and residential care.
• Analyze the competitive strategy of Delta Airlines .
• Present a case study of an ethical dilemma showing the conflict between the spirit and the letter of the law.  
• Explore the aspects of Starbucks’ marketing strategyin a case study.  
• Research a case of community-based clinic organization and development.
• Customer service of United Airlines: a case study .
• Analyze a specific schizophrenia case and provide your recommendations.
• Provide a case study of a patient with hyperglycemia.
• Examine the growth strategy of United Healthcare.
• Present a case study demonstrating ethical issues in business.
• Study a case of the 5% shareholding rule application and its impact on the company.
• Case study of post-traumatic stress disorder .
• Analyze a case examining the issues of cross-cultural management .
• Write a case study exploring the ethical issues the finance manager of a long-term care facility can face and the possible reaction to them.
• Write a case study analyzing the aspects of a new president of a firm election.
• Discuss the specifics of supply chain management in the case of Tehindo company.
• Study a case of a life crisis in a family and the ways to cope with it.
• Case study of Tea Leaves and More: supply chain issues.   
• Explore the case of ketogenic diet implementation among sportspeople.  
• Analyze the case of Webster Jewelry shop and suggest some changes.  
• Examine the unique aspects of Tea and More brand management.  
• Adidas case study: an ethical dilemma .
• Research the challenges of Brazos Valley Food Bank and suggest possible solutions.  
• Describe the case of dark web monitoring for business.  
• Study a case of permissive parenting style .
• Case study of Starbucks employees.
• Analyze a case of workplace discrimination and suggest a strategy to avoid it.
• Examine a case of the consumer decision-making process and define the factors that influence it.
• Present a case study of Netflix illustrating the crucial role of management innovation for company development.  
• Discuss a case describing a workplace ethical issue and propose ways to resolve it.
• Case study of the 2008 financial crisis: Graham’s value investing principles in the modern economic climate.
• Write a case study analyzing the harmful consequences of communication issues in a virtual team.
• Analyze a case that highlights the importance of a proper functional currency choice. 
• Examine the case of Hitachi Power Systems management.  
• Present a case study of medication research in a healthcare facility.
• Study the case of Fiji Water and the challenges the brand faces.  
• Research a social problem case and suggest a solution.
• Analyze a case that reveals the connection between alcohol use and borderline personality disorder.
• Transglobal Airline case study: break-even analysis.
• Examine the case of Chiquita Brands International from the moral and business ethics points of view.
• Present a case study of applying for Social Security benefits. 
• Study the case of a mass hacker attack on Microsoft clients and suggest possible ways to prevent future attacks.
• Case study of leadership effectiveness. 
• Analyze a case presenting a clinical moral dilemma and propose ways to resolve it. 
• Describe the case of Cowbell Brewing Company and discuss the strategy that made them successful.
• Write a case study of WeWork company and analyze the strengths and weaknesses of its strategy.
• Case study of medical ethical decision-making.
• Study the case of The Georges hotel and suggest ways to overcome its managerial issues.

🏁 Concluding Remarks

Writing a case study analysis can seem incredibly overwhelming, especially if you have never done it before. Just remember, you can do it provided you follow a plan, keep to the format described here, and study at least one case analysis example.

If you still need help analyzing a case study, your professor is always available to answer your questions and point you in the right direction. You can also get help with any aspect of the project from a custom writing company. Just tackle the research and hand over the writing, write a rough draft and have it checked by a professional, or completely hand the project off to an expert writer.

Regardless of the path you choose, you will turn in something of which you can be proud!

✏️ Case Study Analysis FAQ

Students (especially those who study business) often need to write a case study analysis. It is a kind of report that describes a business case. It includes multiple aspects, for example, the problems that exist, possible solutions, forecasts, etc.

There should be 3 main points covered in a case study analysis:

• The challenge(s) description,
• Possible solutions,
• Outcomes (real and/or foreseen).

Firstly, study some examples available online and in the library. Case study analysis should be a well-structured paper with all the integral components in place. Thus, you might want to use a template and/or an outline to start correctly.

A case study analysis is a popular task for business students. They typically hand it in the format of a paper with several integral components:

• Description of the problem
• Possible ways out
• Results and/or forecasts

Students sometimes tell about the outcome of their research within an oral presentation.

• Case Study: Academia
• Windows of vulnerability: a case study analysis (IEEE)
• A (Very) Brief Refresher on the Case Study Method: SAGE
• The case study approach: Medical Research Methodology
• Strengths and Limitations of Case Studies: Stanford University
• A Sample APA Paper: Radford University
• How to Write a Case Study APA Style: Seattle PI
• The Case Analysis: GVSU
• How to Outline: Purdue OWL
• Incorporating Interview Data: UW-Madison Writing Center
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Sales CRM Terms

What is Case Study Analysis? (Explained With Examples)

Oct 11, 2023

Case Study Analysis is a widely used research method that examines in-depth information about a particular individual, group, organization, or event. It is a comprehensive investigative approach that aims to understand the intricacies and complexities of the subject under study. Through the analysis of real-life scenarios and inquiry into various data sources, Case Study Analysis provides valuable insights and knowledge that can be used to inform decision-making and problem-solving strategies.

1°) What is Case Study Analysis?

Case Study Analysis is a research methodology that involves the systematic investigation of a specific case or cases to gain a deep understanding of the subject matter. This analysis encompasses collecting and analyzing various types of data, including qualitative and quantitative information. By examining multiple aspects of the case, such as its context, background, influences, and outcomes, researchers can draw meaningful conclusions and provide valuable insights for various fields of study.

When conducting a Case Study Analysis, researchers typically begin by selecting a case or multiple cases that are relevant to their research question or area of interest. This can involve choosing a specific organization, individual, event, or phenomenon to study. Once the case is selected, researchers gather relevant data through various methods, such as interviews, observations, document analysis, and artifact examination.

The data collected during a Case Study Analysis is then carefully analyzed and interpreted. Researchers use different analytical frameworks and techniques to make sense of the information and identify patterns, themes, and relationships within the data. This process involves coding and categorizing the data, conducting comparative analysis, and drawing conclusions based on the findings.

One of the key strengths of Case Study Analysis is its ability to provide a rich and detailed understanding of a specific case. This method allows researchers to delve deep into the complexities and nuances of the subject matter, uncovering insights that may not be captured through other research methods. By examining the case in its natural context, researchers can gain a holistic perspective and explore the various factors and variables that contribute to the case.

1.1 - Definition of Case Study Analysis

Case Study Analysis can be defined as an in-depth examination and exploration of a particular case or cases to unravel relevant details and complexities associated with the subject being studied. It involves a comprehensive and detailed analysis of various factors and variables that contribute to the case, aiming to answer research questions and uncover insights that can be applied in real-world scenarios.

When conducting a Case Study Analysis, researchers employ a range of research methods and techniques to collect and analyze data. These methods can include interviews, surveys, observations, document analysis, and experiments, among others. By using multiple sources of data, researchers can triangulate their findings and ensure the validity and reliability of their analysis.

Furthermore, Case Study Analysis often involves the use of theoretical frameworks and models to guide the research process. These frameworks provide a structured approach to analyzing the case and help researchers make sense of the data collected. By applying relevant theories and concepts, researchers can gain a deeper understanding of the underlying factors and dynamics at play in the case.

1.2 - Advantages of Case Study Analysis

Case Study Analysis offers numerous advantages that make it a popular research method across different disciplines. One significant advantage is its ability to provide rich and detailed information about a specific case, allowing researchers to gain a holistic understanding of the subject matter. Additionally, Case Study Analysis enables researchers to explore complex issues and phenomena in their natural context, capturing the intricacies and nuances that may not be captured through other research methods.

Moreover, Case Study Analysis allows researchers to investigate rare or unique cases that may not be easily replicated or studied through experimental methods. This method is particularly useful when studying phenomena that are complex, multifaceted, or involve multiple variables. By examining real-world cases, researchers can gain insights that can be applied to similar situations or inform future research and practice.

Furthermore, this research method allows for the analysis of multiple sources of data, such as interviews, observations, documents, and artifacts, which can contribute to a comprehensive and well-rounded examination of the case. Case Study Analysis also facilitates the exploration and identification of patterns, trends, and relationships within the data, generating valuable insights and knowledge for future reference and application.

1.3 - Disadvantages of Case Study Analysis

While Case Study Analysis offers various advantages, it also comes with certain limitations and challenges. One major limitation is the potential for researcher bias, as the interpretation of data and findings can be influenced by preconceived notions and personal perspectives. Researchers must be aware of their own biases and take steps to minimize their impact on the analysis.

Additionally, Case Study Analysis may suffer from limited generalizability, as it focuses on specific cases and contexts, which might not be applicable or representative of broader populations or situations. The findings of a case study may not be easily generalized to other settings or individuals, and caution should be exercised when applying the results to different contexts.

Moreover, Case Study Analysis can require significant time and resources due to its in-depth nature and the need for meticulous data collection and analysis. This can pose challenges for researchers working with limited budgets or tight deadlines. However, the thoroughness and depth of the analysis often outweigh the resource constraints, as the insights gained from a well-conducted case study can be highly valuable.

Finally, ethical considerations also play a crucial role in Case Study Analysis, as researchers must ensure the protection of participant confidentiality and privacy. Researchers must obtain informed consent from participants and take measures to safeguard their identities and personal information. Ethical guidelines and protocols should be followed to ensure the rights and well-being of the individuals involved in the case study.

2°) Examples of Case Study Analysis

Real-world examples of Case Study Analysis demonstrate the method's practical application and showcase its usefulness across various fields. The following examples provide insights into different scenarios where Case Study Analysis has been employed successfully.

2.1 - Example in a Startup Context

In a startup context, a Case Study Analysis might explore the factors that contributed to the success of a particular startup company. It would involve examining the organization's background, strategies, market conditions, and key decision-making processes. This analysis could reveal valuable lessons and insights for aspiring entrepreneurs and those interested in understanding the intricacies of startup success.

2.2 - Example in a Consulting Context

In the consulting industry, Case Study Analysis is often utilized to understand and develop solutions for complex business problems. For instance, a consulting firm might conduct a Case Study Analysis on a company facing challenges in its supply chain management. This analysis would involve identifying the underlying issues, evaluating different options, and proposing recommendations based on the findings. This approach enables consultants to apply their expertise and provide practical solutions to their clients.

2.3 - Example in a Digital Marketing Agency Context

Within a digital marketing agency, Case Study Analysis can be used to examine successful marketing campaigns. By analyzing various factors such as target audience, message effectiveness, channel selection, and campaign metrics, this analysis can provide valuable insights into the strategies and tactics that contribute to successful marketing initiatives. Digital marketers can then apply these insights to optimize future campaigns and drive better results for their clients.

2.4 - Example with Analogies

Case Study Analysis can also be utilized with analogies to investigate specific scenarios and draw parallels to similar situations. For instance, a Case Study Analysis could explore the response of different countries to natural disasters and draw analogies to inform disaster management strategies in other regions. These analogies can help policymakers and researchers develop more effective approaches to mitigate the impact of disasters and protect vulnerable populations.

In conclusion, Case Study Analysis is a powerful research method that provides a comprehensive understanding of a particular individual, group, organization, or event. By analyzing real-life cases and exploring various data sources, researchers can unravel complexities, generate valuable insights, and inform decision-making processes. With its advantages and limitations, Case Study Analysis offers a unique approach to gaining in-depth knowledge and practical application across numerous fields.

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Main Tips On How To Write Case Study Analysis

Table of contents

• 1 What is a Case Study Analysis?
• 2 Difference Between Research Paper and Case Study
• 3 Types of Case Studies
• 4 Writing a Case Study Draft
• 5 How to Write a Case Study Outline
• 6 How to Write a Case Study
• 7 How to Analyze a Case Study
• 8.1 Tips for a Successful Case Analysis
• 9 How to Format a Case Study
• 10 How to Create a Title Page and Cite a Case Study

Many students struggle with how to do a case study analysis. Writing such an assignment is always daunting, as it requires you to analyze something and form conclusions based on your research.

It usually focuses on phenomena you can’t study in a typical way. Therefore, when writing such a text, you have to prepare thoughtfully. In the  PapersOwl article, you will find out what this academic writing is and how to write a case analysis.

What is a Case Study Analysis?

A case study analysis is a form of writing that analyzes a specific situation, event, object, person, or even place. The said analysis should be written and structured to lead to a conclusion. Typically, you cannot analyze the subject of this essay via quantitative methods.

Note that such studies can be used in various fields and require the use of many theories that can give you a unique approach to the matter. For example, you can write a paper like this about social sciences, business, medicine, and many other fields. Each of these will require a particular approach.

Difference Between Research Paper and Case Study

Both research papers and case studies share common features, yet they also differ in several key aspects. Hence, knowing these parallels and distinctions, you will be able to learn how to write a case study assignment correctly.

A case study introduction can present the topic but does not require a citation of other similar works or the writer’s opinion. In contrast, a research paper requires citations right from the introduction, as it builds on the research of others.

Furthermore, authors of case studies should share their insights and perspectives on the case they study. A major difference is that  research papers  concentrate on a specific issue and use solid evidence. In contrast, case studies examine a subject in depth, offer detailed information, and help develop critical thinking skills.

Types of Case Studies

When it comes to writing case study analysis, there are five types you must learn to differentiate. That is important because whether you get such an assignment, you will have to understand the task first and then start with the writing.

Here are the types of case studies which you will encounter most often:

• Problem-oriented – this type focuses on real-life situations or theoretical issues and aims to solve them. For example, “World Hunger.”
• The second type is critical , also known as innate . The goal is to investigate a specific case, particularly its effects and what causes them – “Why Toys Remain Gender Stereotyped.”

Historical case studies focus on events from our past. The text should contain information about a specific historical period of this type. Your goal will be to provide different perspectives of an event and parallel them to current-day issues. An example of such a topic is “Racism During Ancient Times – Roman Empire.”

• The illustrative or Instrumental type focuses on describing a particular event. Here you have to explain the event’s outcome and what you have learned from it. A sample of such a topic is “The Effects of Dance Therapy in Depressed Adolescents.”
• Collective case studies are the fifth type. They include a collection of data about a specific case you will use to compare. E.g., “The Management Leadership at Work.”
• Exploratory Case Studies . This type often applies in new fields of study or in cases where little data exists. An example of this type is “Initial Insights into Behavioral Trends in Cryptocurrency Trading.”

Writing a Case Study Draft

Creating a rough draft is the foremost step to take while writing such a paper. It is an essential step you must take, no matter how experienced you are. By doing it, you will be able to get more creative. In addition, you can explore options and decide on what to focus on more precisely, which will eventually result in a higher grade for your work.

So, sit down in a quiet place, bring an old-fashioned pen and paper, and start drafting ideas. Read them briefly while sipping on your tea and edit. After you have decided where your focus will lay, you have to develop these ideas and thoughts a bit more, then pick the best one.

How to Write a Case Study Outline

Creating a case study outline is an essential step in the writing process using the case study research method. Here’s how you can structure this preparation effectively:

• Conduct Research: Begin by using academic search engines like Google Scholar, or refer to books and published materials to gather relevant data. This research will help clarify the structure of your case study and determine the main points that need addressing.
• Formulate Your Thesis Statement: Develop a clear thesis statement that will guide the narrative of your case study. This statement should be based on the specific topic you have chosen.
• Outline Preparation
• Review Case Details: Thoroughly review the case you are analyzing to ensure a deep understanding of the subject.
• Note-taking and Question Formulation: Write down important notes and questions that arise during your review. Highlight relevant facts and critical data points that will support your analysis.
• Identify Problems and Causes: Identify the main problems and consider what their causes might be. This includes figuring out who is responsible and how these problems impact the company.
• Preliminary Research: Perform initial research to discover if similar problems have occurred previously and how they were resolved. This can offer insights into possible solutions and strategies for your case study.

The outline for your case study paper is essential to your writing process. It lets your professor assess your understanding of the topic, the correctness of your format, and the structure of your paper. They can spot any potential problems with your work. Having an outline serves as a guide for both you and your professor, making it easier to plan and write your paper . With the help of a well-crafted outline, your professor can navigate your paper more easily and spot any issues before they arise. Writing a case study can be challenging, but having a strong outline makes the process simpler.

A case study outline will most likely consist of the following sections and information:

• Case study title;
• Student’s name;
• Educational instructor’s name;
• Course name.

Introduction/Summary

• It briefly overviews your case study, thesis statement, and essential findings.

Main Body Paragraphs – usually three to five

• Literature Review/Background Information;
• Method/Findings;
• Discussion/Solutions/Recommendations.
• Repeat a paraphrased version of your thesis;
• Summarize your case study key points;
• Finish with a statement that can recommend the audience to read further by giving them thoughts to contemplate and develop new ideas.

Reference List or Bibliography

• List all the sources of evidence used to create your case study in your educational organization’s required citation style (APA, MLA, Chicago, Harvard, Turabian, etc.).

How to Write a Case Study

The way to write a case study is by strictly following the main idea of your thesis. You already know that a study’s main body consists of an introduction, literature review, method, discussion, and conclusion sections. Thus, all that is left is to focus on these parts and understand how to make them perfect.

• The Introduction/Summary: The introduction of a case study should start with a solid first sentence that will hook the reader. Afterward, you must explain the question you will be answering and why you are doing it. You should include some of the topic’s relevant history and details here. Also, you should explain how your case study will enrich the available information. Also, briefly summarize your literature review, which your findings will use as a base. Try to finish positively and make the reader see the benefits of reading your work.

• Background Information/Literature Review: ‍Structure and present the data from your academic sources . This section will show the reader how vital your work is and the basis for it.
• Method/Findings: This part aims to explain the case you selected, how it connects to the issue, and why you chose them. You can also add what methods you use. Here you must note that the data collection methods are qualitative, not quantitative, for case studies. That means the data is not random but well-structured and chronically taken from interviews, focus groups, and other sources.
• Discussion/Solutions: Restate your thesis but rephrase it, then draw your conclusions from what you have discovered via your research and link to your statement. Inform the audience of your main findings and define why the results are relevant to the field. Think about the following questions:

Were the results unexpected? Why/Why not?

How do your findings compare to previous similar case studies in your literature review?

Do your findings correlate to previous results, or do they contradict them?

Are your findings helpful in deepening the current understanding of the topic?

Next, explore possible alternative explanations or interpretations of your findings. Be subjective and explain your paper’s limitations. End with some suggestions for further exploration based on the limits of your work. ‍

• Conclusion: Inform the reader precisely why your case study and findings are relevant, and restate your thesis and main results. Give a summary of previous studies you reviewed and how you contributed to expanding current knowledge. The final should explain how your work can be helpful and implemented in future research.

Your instructor should have an excellent example they can show you, so feel free to ask. They will surely want to help you learn how to write a case study!

How to Analyze a Case Study

Analyzing a case study involves a structured approach that simulates real-life scenarios and is key to developing actionable insights. Here is a step-by-step guide adapted from Ellet, W. (2007) to help you effectively analyze a case study:

• Identify the Type of Case Study

Begin by determining the type of case study you are examining. This could be:

• Problems: Where something significant has occurred, and the cause is unknown.
• Decisions : Where a clear decision needs making, requiring options, criteria, and relevant evidence.
• Evaluations : Where you assess the effectiveness of a performance or outcome.
• Rules : These involve using quantitative methods to analyze a business area.
• Develop a Hypothesis

From the perspective of the protagonist, formulate a hypothesis to address the dilemma. Consider what you need to know about the situation:

• For problems: Understand the aspects, significance, and responsible parties.
• For decisions: Identify the options available, the stakes involved, and the decision-making criteria.
• For evaluations: Determine who or what is evaluated, the stakes, and the key evaluation criteria.
• Evidence and Alternatives

Evaluate your hypothesis by considering:

• The evidence supporting your hypothesis and any additional evidence needed.
• The weaknesses of your hypothesis and possible alternatives.

Writing a Case Analysis

Writing a case analysis involves a structured approach that enables you to communicate your understanding and analytical skills effectively. Here’s how you can craft your analysis to be insightful and comprehensive:

• Start with a Clear Definition or Position Statement

Begin your case analysis by stating your main conclusion, which serves as the answer to “What?” This initial statement should clearly outline what you have concluded from your analysis of the case.

• Build a Strong Argument with Evidence

Support your position statement with solid evidence, which answers “Why?” This evidence can be quantitative (numerical data) or qualitative (observations and interviews). The purpose here is to provide a foundation for your conclusions, showing how you arrived at them through logical reasoning.

• Outline a Chronological Action Plan

Detail the steps necessary to solve the problem, implement a decision, or enhance performance. This section answers “How?” and should include specific, realistic steps that address any major risks associated with your plan.

Tips for a Successful Case Analysis

• Aim to deliver concise and clear results of your analytical process rather than a simple summary or a complete transcript of your thoughts.
• Ensure your reader understands and is persuaded by your analysis by linking your conclusions directly to credible evidence.
• Discuss the advantages and also acknowledge any disadvantages of your conclusions to provide a balanced view.

How to Format a Case Study

Knowing how a case study analysis format should look is crucial. Therefore, you must know what the text structure should look like. The standard one contains about eight sections:

• Introduction/The Executive Summary: As the first part here, you have to hook the reader’s attention, so the introduction of the case study is the most important part of the writing.  Then present them with a brief overview of your case study analyses and their findings. Make sure to form a good thesis statement , as this is the pivotal point of your work.
• Literary Review/Background information: Similarly to other papers, in this part, you have to write your most important facts or findings while identifying the case issue.
• Method/Findings/Discussion: This section can be written separately based on how your text flows. Here you will have to explore more about the case and its findings. Allow yourself to go into more detail instead of just briefly covering them.
• Solutions/Recommendations/Implementation Part: You have to discuss the answers you came up with. Basically, you say why they are fit to solve the case and how you think they can be used in practice. Note that you must write only realistic and practical solutions for the problem. It’s possible to write testable evidence that can support your recommendations.
• Conclusion: Here, you are supposed to cover your whole paper briefly and even repeat the thesis (rephrased). Make sure to highlight the critical points of your case study.
• References or Bibliography: This section must include the sources from which you collected data or whom you consulted. Usually, this part is on a separate page, and the listing should be according to your academic institution’s requirements.
• Appendices (include only if applicable): It is usual for some parts of your materials to be too lengthy or unfit for the other sections of the case study. Therefore, you have to include them here. That can be pictures, raw data of statistics, graphs, notes, etc. The appendix section is strictly for subsidiary materials, do not put the most relevant ones here.
• Author Note: Remember that all educational institutions have their requirement for a case study format. The abovementioned is an example; thus, you may see a section or another is missing, or there are additional ones.

How to Create a Title Page and Cite a Case Study

A case study in APA format for students can differ from one institution to another. So, knowing your college or school requirements is crucial before you start writing. Nonetheless, the general one should look like this:

• Title – A header no longer than nine words has “Case Study” and reflects the content and the idea behind it yet is engaging to read;
• Write your full name;
• The name of your course/class;
• Next is your professor or instructor name;
• The university/school name;
• The date of submission.

When citing in your paper, you must ensure it is done accurately and in your academic style. If you are unsure how to do it, research the requirements and google “How to do a case study analysis in Harvard”, for example. Note that short citations can be in your text, but longer ones should be in the bibliography section.

Hruby, A. (2018). Hruby, A., & Hu, F. B. (2015). The epidemiology of obesity: a big picture. Pharmacoeconomics, 33(7), 673-689. www.sciepub.com. http://www.sciepub.com/reference/254744

Case studies strive to analyze an event, location, case, or person. They can be similar to research papers, so you must pay close attention to the structure and what your professor has requested from you.

Finally, the process of writing can be overwhelming due to the many sections. However, if you take the process step by step and do your preparations properly, you will have an easy time writing the paper. You can also look for assistance online – many services offer to order case study online help . With the right kind of assistance, you can be sure that your paper is of high quality and is due on time!

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WCU » WCU Student Resources » Research and Writing » Writing a Case Study Analysis

Guidelines for Writing a Case Study Analysis

A case study analysis requires an investigation to a problem. Then, examine the alternative solutions. Next, propose the most effective solution using supporting evidence.

Preparing the Case

Before you begin writing, follow these guidelines to help you prepare and understand the case study:

• Read and examine the case thoroughly Take notes, highlight relevant facts, and underline key problems.
• Focus your analysis Identify key issues. Who or what are responsible?
• Detect solutions Review: course readings, discussions, outside research, and your experience.
• Select solution[s] Consider all supporting evidence, pros, and cons: is this solution genuine?

Drafting the Case

A draft of your analysis should include these sections:

• Introduction Identify the key problems and issues in the case study. • Formulate and include a thesis statement, summarizing the outcome of your analysis in 1–2 sentences.
• Background Set the scene: background information, relevant facts, and the most important issues. Demonstrate that you have researched the problems in this case study.
• Choices Explain why alternatives were rejected or not possible at this time.
• Solution[s] Provide one specific and realistic solution. Explain why this solution was chosen. Support this solution with solid evidence.
• Recommendations Determine and discuss specific strategies for accomplishing the proposed solution. What should be done and who should do it?

Finalizing the Case

Read through your work to check for any gaps or inconsistencies in content. I suggest reading it out loud. It can bring the inconsistencies or gaps to light much faster than reading it in silence to yourself.

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Markets for Diversifying Agriculture: Case Studies of the U.S Midwest

Agricultural diversification stands out as a critical strategy for addressing challenges and seizing opportunities within the agricultural landscape, especially in regions like the Midwest of the U.S. This research delves into the dynamics, opportunities, challenges, and key success drivers associated with agricultural diversification in the Midwest, focusing on three primary crops: oats, peas, and wheat. Employing a case study methodology grounded in empirical and contextual inquiry principles, the research aims to grasp the nuances of diversified agriculture. Data collection integrates primary and secondary sources, including semi-structured interviews and participation in field days. The data collection period spanned from October 2022 to February 2024. Interviews with 29 stakeholders, including farmers, industry representatives, agricultural cooperatives, and non-profits, provided insights into diversified agriculture practices.

Each case study provides in-depth insights into the opportunities, challenges, and key drivers of success associated with promoting diversified agriculture initiatives. These case studies underscore the significance of innovation, market access, sustainability, and collaboration in driving success within the industry. The cross-case analysis offers a comprehensive examination of the potential for agricultural diversification in the US Midwest. Through a comparative analysis of the three case studies, commonalities and key themes emerge, shedding light on stakeholder dynamics, business strategies, operational aspects, and scalability factors.

In summary, this research significantly contributes to the body of knowledge on agricultural diversification, offering insights that can guide future decisions, agricultural practices, and research endeavors aimed at promoting sustainability and resilience in the agricultural sector in the US Midwest.

Degree Type

• Master of Science
• Horticulture

Campus location

• West Lafayette

Advisor/Supervisor/Committee Chair

Additional committee member 2, additional committee member 3, usage metrics.

• Sustainable agricultural development
• Agricultural land planning

• Research article
• Open access
• Published: 24 June 2024

Lung cancer metabolomics: a pooled analysis in the Cancer Prevention Studies

• Ziyin Tang 1 ,
• Donghai Liang 1 ,
• Emily L. Deubler 2 ,
• Jeremy A. Sarnat 1 ,
• Sabrina S. Chow 1 ,
• W. Ryan Diver 2 , 3 , 4 &
• Ying Wang   ORCID: orcid.org/0000-0002-1241-6252 2  

BMC Medicine volume  22 , Article number:  262 ( 2024 ) Cite this article

287 Accesses

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Metrics details

A better understanding of lung cancer etiology and the development of screening biomarkers have important implications for lung cancer prevention.

We included 623 matched case–control pairs from the Cancer Prevention Study (CPS) cohorts. Pre-diagnosis blood samples were collected between 1998 and 2001 in the CPS-II Nutrition cohort and 2006 and 2013 in the CPS-3 cohort and were sent for metabolomics profiling simultaneously. Cancer-free controls at the time of case diagnosis were 1:1 matched to cases on date of birth, blood draw date, sex, and race/ethnicity. Odds ratios (ORs) and 95% confidence intervals (CIs) were estimated using conditional logistic regression, controlling for confounders. The Benjamini–Hochberg method was used to correct for multiple comparisons.

Sphingomyelin (d18:0/22:0) (OR: 1.32; 95% CI: 1.15, 1.53, FDR = 0.15) and taurodeoxycholic acid 3-sulfate (OR: 1.33; 95% CI: 1.14, 1.55, FDR = 0.15) were positively associated with lung cancer risk. Participants diagnosed within 3 years of blood draw had a 55% and 48% higher risk of lung cancer per standard deviation increase in natural log-transformed sphingomyelin (d18:0/22:0) and taurodeoxycholic acid 3-sulfate level, while 26% and 28% higher risk for those diagnosed beyond 3 years, compared to matched controls. Lipid and amino acid metabolism accounted for 47% to 80% of lung cancer-associated metabolites at P  < 0.05 across all participants and subgroups. Notably, ever-smokers exhibited a higher proportion of lung cancer-associated metabolites ( P  < 0.05) in xenobiotic- and lipid-associated pathways, whereas never-smokers showed a more pronounced involvement of amino acid- and lipid-associated metabolic pathways.

Conclusions

This is the largest prospective study examining untargeted metabolic profiles regarding lung cancer risk. Sphingomyelin (d18:0/22:0), a sphingolipid, and taurodeoxycholic acid 3-sulfate, a bile salt, may be risk factors and potential screening biomarkers for lung cancer. Lipid and amino acid metabolism may contribute significantly to lung cancer etiology which varied by smoking status.

Peer Review reports

According to Global Cancer Statistics 2020, lung cancer accounts for 11.4% of the 19.3 million newly diagnosed cancer cases and remains the leading cause of cancer mortality [ 1 ]. Lung cancer is a heterogeneous tumor with several differentiation types. It is often diagnosed at an advanced stage and the 5-year survival rate is 24.6% [ 2 , 3 , 4 ]. The pathogenesis of lung cancer is believed to be influenced by gene-environment interaction [ 5 , 6 ]. Variability in cellular, molecular, and genetic characteristics in lung cancer histological types has been well-documented [ 2 ]. Along with the change in the environmental and behavioral risk factors, the distribution of lung cancer displays great demographic, temporal, and geographical variability [ 7 ]. Surprisingly, epidemiological findings have shown that approximately 25% of lung cancer cases are not attributable to tobacco smoking, and the rate of lung cancer in never-smokers is increasing [ 8 , 9 ]. Numerous studies have shown disparities in epidemiological, clinical, and molecular characteristics arising in smokers and never-smokers, indicating the possibility of distinct etiologies for the development of lung cancer in each group [ 8 , 10 ]. A better understanding of the heterogeneity in lung cancer etiology has important implications in prevention, early detection and diagnosis, tumor classification, prognosis, and personalized therapeutic decision.

Over the past decades, metabolomics has emerged as a promising technique of studying the comprehensive metabolic profile in biospecimen, providing valuable information for the practice of precision medicine [ 11 ]. As substantially altered metabolism has been proven to be a hallmark in cancer cells [ 12 , 13 ], the application of metabolomics in lung cancer provides an outstanding opportunity to elucidate the etiology and identify potential screening and early detection biomarkers. A growing number of metabolomics studies have examined lung cancer-driven metabolic changes in different biosamples [ 14 ]. Most studies have focused on characterizing the metabolic signatures differentiated by histological types in blood-based samples [ 15 , 16 , 17 ], while few have focused on stage-differentiated metabolic signatures [ 17 , 18 , 19 , 20 ]. Notably, these previous studies were mostly targeted metabolomics analyses, which focused on a limited number of metabolic endpoints. Overall, the existing findings display considerable heterogeneity among the studies. No metabolites were replicated and validated across studies, thereby limiting broad inference and the potential for their development as clinically applicable biomarkers [ 14 ]. To our knowledge, only one untargeted metabolomics application has been conducted in lung cancer research [ 21 ] and none have been performed in the USA.

To address these critical knowledge gaps, we conducted a comprehensive and exploratory metabolomics study on lung cancer within the Cancer Prevention Studies (CPS) [ 22 , 23 ]. These well-constructed large prospective cohorts have pre-diagnosis samples with comprehensive information on lifestyle factors, and long-term follow-up provides a unique opportunity to better understand potential metabolic signatures in pre-diagnosis stage associated with lung cancer etiology.

Study design and population

Lung cancer cases and matched controls included in this analysis are participants from the CPS-II Nutrition cohort and ongoing CPS-3 cohort. At enrollment of the CPS-II Nutrition cohort in 1992–1993, participants completed a self-administered questionnaire that included anthropometric, demographic, dietary, lifestyle, and medical information. Follow-up questionnaires were sent to the cohort participants in 1997 and every other year thereafter to update exposures and to ascertain newly diagnosed cancers. A subset of 39,371 CPS-II Nutrition cohort participants provided a non-fasting blood samples between 1998 and 2001, and the information on demographic characteristics and other covariates in the analysis was assessed from the survey collected at blood draw or the 1999 survey. At enrollment of the CPS-3 cohort between 2006 and 2013, participants provided informed consent, a non-fasting blood sample and completed a brief enrollment survey on demographic characteristics and other covariates. Follow-up questionnaires were sent to active participants in 2015 and every 3 years to update exposures and ascertain newly diagnosed cancer cases. Detailed descriptions of the two cohorts can be found elsewhere [ 22 , 23 ]. All aspects of the CPS-II Nutrition cohort (IRB00045780) and CPS-3 cohort (IRB00059007) were reviewed and approved by the Emory University Institutional Review Board.

A total of 1913 lung cancer cases were identified in the CPS-II Nutrition cohort through June 2015 and 176 lung cancer cases were identified in the CPS-3 Cohort through December 2015. Cases in the CPS-II Nutrition cohort were first identified through self-report and then were verified with medical records, state cancer registry linkage, or linkage with the National Death Index (defined by ICD-10 codes C33 and C34, excluding histology codes ≥ 9590). Cases in the CPS-3 cohort were identified primarily through linkage with state cancer registries, and a small proportion were identified by self-report that were verified by medical records during tumor collection. We applied a series of exclusion criteria to include participants (Additional file 1: Fig. S1). As a result, 500 and 123 lung cancer cases from the CPS-II Nutrition cohort and CPS-3 cohort were included in the analysis, respectively. Controls who were cancer-free at the time of case diagnosis were matched 1:1 to cases on age at blood draw (± 6 months), sex, race/ethnicity, and blood draw date (± 30 days).

Metabolomics profiling

The pre-diagnosis blood samples collected from both cohorts were sent to Metabolon, Inc. (Durham, NC, USA) for untargeted metabolomics profiling simultaneously, using ultrahigh-performance liquid chromatography-tandem mass spectrometry (UPLC-MS/MS) analysis techniques. A detailed process was described elsewhere [ 24 , 25 ] and in supplemental materials.

A total of 1,401 metabolites were detected. After filtering metabolites that were unknown ( n  = 238), were missing technical intraclass correlation coefficient (ICC) ( n  = 34), with ICC < 50% ( n  = 201), and were undetectable in > 90% of samples ( n  = 41), 887 known metabolites were included in the statistical analysis with an average ICC of 84% (interquartile range (IQR): 77–94%) and the coefficient of variation (CV)% of 24% (IQR: 12–30%).

Statistical analysis

As metabolomics assessments were conducted simultaneously for cases and controls in both cohorts, we performed a pooled analysis. Metabolites were naturally log-transformed and auto-scaled to approximate normal distribution before formal analysis.

Covariate data obtained in each cohort were harmonized. The characteristics between lung cancer cases and matched controls were compared using Student’s t -test for continuous variables and Pearson’s chi-squared test for categorical variables. For the primary pooled analysis, we applied conditional logistic regression to estimate the odds ratio (OR) and 95% confidence interval (CI) per one standard deviation increase in the naturally log-transformed level of each known metabolite with lung cancer risk. The statistical models were conditioned on the matching variables and controlled for the body mass index (BMI) group (underweight: < 18.5 kg/m 2 , normal weight: 18.5–25 kg/m 2 , overweight: 25–30 kg/m 2 , obese: ≥ 30 kg/m 2 ), hours since last meal (continuous; to account for length of fasting), physical activity (continuous; hours/week), fruits and vegetables consumption (continuous; servings/week), smoking status (categorical: never, former, current, and unknown), and hormone use (categorical: not a current user, current user, not applicable, unknown). Physical activity estimates the average total hours per week of walking or exercise in the CPS-II Nutrition cohort, while it estimates the average hours per day during the past 2 years in the CPS-3 cohort. We harmonized the variables and converted them into hours per week. The covariates were selected based on the literature review and a Directed Acyclic Graph. We removed the observations with any missing data for continuous covariates. We assigned an unknown category for missing data for categorical covariates. If a case was removed, its matching control was removed simultaneously, and vice versa. For the primary pooled analysis, 116 case–control pairs were removed due to missing values in hours since the last meal, physical activity, and fruit and vegetable consumption for either case or its matching control (Additional file 1: Fig. S1). Benjamini–Hochberg approach was used to calculate false discovery rates (FDRs) to correct for multiple comparisons. Metabolites associated with lung cancer risk at FDR < 0.2 were deemed statistically significant. To gain more biological responses of lung cancer, we focused on metabolites associated with lung cancer risk at P  < 0.05 ( P -value from statistical models before multiple comparison corrections) and further described and summarized the pathways in which these metabolites were involved.

We conducted an agglomerative hierarchical clustering analysis to group the lung cancer-associated metabolites ( P  < 0.05) based on their similarities. Pearson correlation was calculated between each pair of metabolites and then used for distance measure. Euclidean distance was computed between each pair of metabolites and returned the distance matrix. We then used the Ward clustering method to compute the similarity of the two clusters for merging [ 26 ]. The R package “ pheatmap ” was used for this analysis and result visualization.

We further examined the associations stratified by sex and by years between blood draw and lung cancer diagnosis (< 3 years, ≥ 3 years) using conditional logistic regression with the same set of covariates but excluding hormone use for males. The goal of the stratified analysis by years since the blood draw was to identify metabolites that may potentially serve as early detection biomarkers of lung cancer. Additionally, we stratified the analysis by smoking status (never, ever), by stage (localized, regional, distant), and by histological subtypes (squamous cell carcinoma, adenocarcinoma) using unconditional logistic regression, adjusting for matching variables as well as BMI group, hours since last meal, physical activity, fruits and vegetables consumption, hormone use, and smoking status (only for stage- and subtype-stratified analyses). For stratified analyses by smoking status, stage, and subtype where the unconditional logistic regression was applied, matching factors were adjusted as covariates in the model. If a case was removed due to missing covariates, its matching control would not be removed if the control has completed the covariates information, and vice versa. The lung cancer stage was examined according to the Surveillance, Epidemiology and End Results (SEER) stage at diagnosis: localized (invasive tumors confined to the lung); regional (tumors that extend to adjacent tissue or regional lymph nodes); distant (tumors are metastasized). The lung cancer histological subtype was categorized using ICD-O-3 morphology codes [ 27 ]. The morphology codes for each subtype can be found in supplementary materials. P for interaction was calculated using the likelihood ratio test. To test heterogeneity by stage and by subtype, we used the “ eh_test_subtype ” function in the R package “ riskclustr ” [ 28 ]. This function is designed for the test of etiologic heterogeneity across disease subtypes in the context of the case–control study. P -heterogeneity < 0.05 was considered statistically significant.

To examine the robustness of the results, we conducted a series of sensitivity analyses: (1) we recategorized the smoking variables into 7 categories (never, current smoker for < 50 years, current smoker for ≥ 50 years, former smoker quit < 10 years ago, former smoker quit 10–20 years ago, former smoker quit ≥ 20 years ago, unknown) based on smoking status and duration of time and adjusted it in the main analysis; (2) we further adjusted for cohort (CPS-II Nutrition, CPS-3) in the analysis to evaluate if any differences between cohorts (e.g., age of blood samples) would affect the main analysis results; (3) we also examined the associations stratified by years between blood draw and lung cancer diagnosis (< 5 years, ≥ 5 years).

All analyses were conducted using R (version 4.1.0.).

Population characteristics

A total of 623 case–control pairs with an average age of 66.9 (± 8.6) years at blood draw were included in the analysis. Among the 1246 participants, 52.5% were female and the majority (96.1% in cases and 96.6% in controls) were white. Compared with controls, the average hours since the last meal for lung cancer cases was smaller. Additionally, cases were more likely to be current and former smokers (Table  1 ). Lung cancer cases were on average diagnosed at an age of 72.9 (± 10.3) years and the median time between blood draw and lung cancer diagnosis was 5.0 years (IQR: 7.0 years). Among cases, 46.5% were at a distant stage and 50.1% were adenocarcinoma.

Sixty-two metabolites were associated with lung cancer risk, mainly in lipid and amino acid metabolism

In the main analysis, two metabolites were significantly associated with lung cancer risk: sphingomyelin (SM) (d18:0/22:0) (OR: 1.32, 95% CI: 1.13, 1.53; FDR = 0.15) and taurodeoxycholic acid 3-sulfate (OR: 1.33, 95% CI: 1.14, 1.55; FDR = 0.15) (Figs. 1 and 2 , Additional file 2: Table S1). A total of 62 metabolites were associated with lung cancer risk at P < 0.05 (Fig.  2 ). Among the 62 metabolites, 37 metabolites showed positive associations (OR range: 1.15–1.33) and 25 had negative associations (OR range: 0.78–0.87) with lung cancer risk. Agglomerative hierarchical clustering analysis among the 62 metabolites revealed that an additional 2 SMs and 1 dihydroceramide are moderately to highly correlated with SM (d18:0/22:0) (Fig.  3 ). These metabolites were characterized mainly as lipids (39%), amino acids (24%), and xenobiotics (11%). (Additional file 1: Fig. S2). The lipid metabolism can include seven categories including sphingolipids, bile acids, phospholipids, fatty acids, glycerolipids, steroids, and eicosanoids. Specifically, higher levels of the metabolites identified in sphingolipid metabolism (OR range: 1.15–1.32), bile acid metabolism (OR range: 1.17–1.33), and fatty acid metabolism (OR range: 1.18–1.28) were associated with a higher risk of developing lung cancer (Additional file 2: Table S2). For the metabolites in sphingolipid metabolism, three were dihydrophingomyelins, two were dihydroceramides, and one was sphingomyelin. For metabolites in bile acid metabolism, one belonged to primary bile acid metabolism, while the other five belonged to secondary bile acid metabolism. The amino acids metabolism mainly contains arginine and proline metabolism, branched-chain amino acid metabolism, and aromatic amino acid metabolism. Likewise, higher levels of the metabolites identified in branched-chain amino acid metabolism (OR range: 1.16–1.19) were associated with a higher risk of developing lung cancer (Additional file 2: Table S3).

A volcano plot of associations between metabolites and lung cancer risk in the entire population. The X -axis denotes the odds ratio of lung cancer-metabolite associations. Odds ratios (95% confidence intervals) per one standard deviation increase in natural log-transformed level of each known metabolite with lung cancer risk were estimated from conditional logistic regression models, matched on age at blood draw, sex, race, and date of blood draw. Models were adjusted for body mass index group (underweight, healthy weight, overweight, obesity), hours since last meal (continuous), physical activity (continuous, hours/week), fruits and vegetables consumption (continuous, servings/week), smoking status (never, former, current, unknown), hormone use (not a current user, current user, not applicable, unknown). The Y -axis denotes the negative log 10 of the P -value in the lung cancer-metabolite association. Different colors were used to represent different pathways where the metabolites are involved. The dark red dashed line represents P -value = 0.05. SM (d18:0/22:0) and taurodeoxycholic acid 3-sulfate were associated with lung cancer risk (FDR < 0.2). SM (d18:0/22:0), behenoyl dihydrosphingomyelin (d18:0/22:0)

A forest plot of associations between metabolites and lung cancer risk ( P  < 0.05) in the entire population. Odds ratios (95% confidence intervals) per one standard deviation increase in natural log-transformed level of each known metabolite with lung cancer risk were estimated from conditional logistic regression models, matched on age at blood draw, sex, race, and date of blood draw. Models were adjusted for body mass index group (underweight, healthy weight, overweight, obesity), hours since last meal (continuous), physical activity (continuous, hours/week), fruits and vegetables consumption (continuous, servings/week), smoking status (never, former, current, unknown), hormone use (not a current user, current user, not applicable, unknown). Each dot represents the odds ratio of the association, with the whiskers representing the 95% confidence interval. The dots are arranged in ascending order based on the P -values of the associations, starting from the smallest P to the largest. Blue dots represent the metabolites associated with lung cancer risk at FDR < 0.2. The dashed vertical line represents the odds ratio of one. SM (d18:0/22:0), behenoyl dihydrosphingomyelin (d18:0/22:0); SM (d18:0/20:0, d16:0/22:0), sphingomyelin (d18:0/20:0, d16:0/22:0); SM (d18:0/18:0, d19:0/17:0), sphingomyelin (d18:0/18:0, d19:0/17:0); SM (d18:1/16:0 (OH)), hydroxypalmitoyl sphingomyelin (d18:1/16:0(OH)). * Putative identifications that are not confirmed with a purified standard (not tier 1). ** Putative identifications for which a standard is not available (not tier 1). Metabolites that are structurally similar but have a side group that could not be placed definitively in the molecule were given the same chemical name followed by a number in parentheses to differentiate them from each other

Agglomerative hierarchical clustering heatmap of the Pearson’s correlation coefficients among the sixty-two metabolites associated with lung cancer risk ( P- value < 0.05). * Putative identifications that are not confirmed with a purified standard (not tier 1). ** Putative identifications for which a standard is not available (not tier 1). Metabolites that are structurally similar but have a side group that could not be placed definitively in the molecule were given the same chemical name followed by a number in parentheses to differentiate them from each other

SM (d18:0/22:0) and taurodeoxycholic acid 3-sulfate were consistently positively associated with lung cancer risk across strata

SM (d18:0/22:0) was consistently positively associated with lung cancer risk across strata, though the associations in some strata were not statistically significant ( P  < 0.05). When stratified by sex, SM (d18:0/22:0) was associated with ( P  < 0.05) higher lung cancer risk in both men and women ( P -heterogeneity = 0.50) (Table  2 ). Notably, among cases diagnosed within 3 years of blood draw ( n  = 177), one standard deviation increase in natural log-transformed SM (d18:0/22:0) levels was associated with 55% higher risk of lung cancer (OR: 1.55, 95% CI: 1.12, 2.13), while the same amount of increase was associated with 26% higher risk among cases diagnosed beyond 3 years after blood draw (OR: 1.26, 95% CI: 1.06, 1.50) ( n  = 446), compared to matched controls. However, the association of SM (d18:0/22:0) with lung cancer risk did not differ by follow-up time ( P -heterogeneity = 0.33). When stratified by smoking status, SM (d18:0/22:0) was associated with higher lung cancer risk among ever-smokers ( P  = 0.02). The association was also positive, albeit non-significant, among never-smokers ( P  = 0.61). There was no interaction between SM (d18:0/22:0) and smoking status ( P -heterogeneity = 0.49). No heterogeneity was observed when stratified SM (d18:0/22:0) associations by lung cancer stage ( P -heterogeneity = 0.77) and subtype ( P -heterogeneity = 0.12).

Taurodeoxycholic acid 3-sulfate was associated with higher lung cancer risk in male, female, cases diagnosed within and beyond 3 years of blood draw, and those at localized stage ( P  < 0.05) (Table  2 ). Likewise, among cases diagnosed within 3 years of blood draw ( n  = 177), one standard deviation increase in natural log-transformed taurodeoxycholic acid 3-sulfate levels was associated with 48% higher risk of lung cancer (OR: 1.48, 95% CI: 1.08, 2.03), while the same amount of increase was associated with 28% higher risk among cases diagnosed beyond 3 years after blood draw (OR: 1.28, 95% CI: 1.07, 1.53) ( n  = 446), compared to matched controls. No heterogeneity was observed when stratified taurodeoxycholic acid 3-sulfate associations by sex ( P -heterogeneity = 0.91), follow-up time ( P -heterogeneity = 0.50), smoking status ( P -heterogeneity = 0.62), lung cancer stage ( P -heterogeneity = 0.08), and subtype ( P -heterogeneity = 0.29).

Lung cancer -associated metabolic profiles varied between ever- and never-smokers

We observed that the distribution of metabolic pathways containing lung cancer-associated metabolites ( P  < 0.05) varied by smoking status, sex, tumor stage, and histological subtypes (Additional file 1: Fig. S3). Results for stratified analyses can be found in supplementary materials (Additional file 2: Table S4–S14). We identified 65 metabolites associated with lung cancer risk (FDR < 0.2) in ever-smokers (Additional file 1: Fig. S4–S5, Additional file 2: Table S9), while none in never-smokers (Additional file 2: Table S8). Interestingly, the four most significant metabolites in ever-smokers were tobacco metabolites, which were cotinine, hydroxycotinine, cotinine N-oxide, and 3-hydroxycotinine glucuronide. Looking closely at the pathways where metabolites associated with lung cancer risk ( P  < 0.05) were involved, there were greater proportion of metabolites in xenobiotic- and lipid-associated metabolic pathways in ever-smokers compared to never-smokers (Fig.  4 ). However, the amino acid- and lipid-associated metabolic pathways were more pronounced in never-smokers. As for stratified analysis by follow-up time, the proportion of lipid- and amino acid-associated metabolic pathways were similar (Fig.  4 ), but lung cancer-associated metabolites ( P  < 0.05) were largely different (Additional file 2: Table S6–S7). A more distinct perturbation of metabolites in lipid pathways was observed in female cases than in male cases, those at regional and distant stages than those at a localized stage, adenocarcinoma cases than squamous cell carcinoma cases (Additional file 1: Fig. S3). A more distinct perturbation of metabolites in amino acids pathways was observed in cases at localized stages than those at other stages. For subtype-stratified analysis, we identified 12 metabolites significantly associated with lung cancer risk (FDR < 0.2) in squamous cell carcinoma (Additional file 2: Table S13), while one in adenocarcinoma (Additional file 2: Table S14). Notably, lipid and amino acid metabolism are major metabolic pathways involved in lung cancer development, accounting for 47% to 80% of all lung cancer-associated metabolites at P < 0.05, either among all participants or in subgroup analyses (Fig.  4 , Additional file 1: Fig. S2–S3).

Descriptive distribution of metabolic pathways that contain the lung cancer-associated metabolites at P- value < 0.05 by smoking status and follow-up time

Sensitivity analyses

Sensitivity analyses revealed that 63% of lung cancer-associated metabolites ( P < 0.05) remained when replacing four-category smoking variables with seven-category smoking variables that further included smoking duration in the model. The associations of SM (d18:0/22:0), taurodeoxycholic acid 3-sulfate, and lung cancer risk in cases diagnosed within 5 years of blood draw remained significant (OR: 1.47, 95% CI: 1.15, 1.89, P  = 0.003 and OR: 1.60, 95% CI: 1.25, 2.07, P  < 0.001, respectively). The number and identities of metabolites ( P  < 0.05) and their corresponding ORs from models were nearly the same before and after including the cohort variable in the model, which indicates that the effects of any differences between cohorts were too small to detect (results not shown).

In this large pooled analysis of prospective cohort studies on examining metabolic profiles in association with lung cancer risk using untargeted metabolomics, SM (d18:0/22:0), a sphingolipid, and taurodeoxycholic acid 3-sulfate, a bile salt, were positively associated with lung cancer risk regardless of smoking status, follow-up time, sex, stage, and subtype, though the associations in some strata did not survive P  < 0.05. Lipid (sphingolipid, bile acid, phospholipids, and fatty acids pathways) and amino acid metabolism (arginine and proline metabolism, branched-chain amino acids, and aromatic amino acids) may play an important role in lung cancer etiology. Distinct metabolic profiles between never and ever-smokers suggest heterogeneity in lung cancer etiology by smoking status.

Lipid metabolism has been associated with the initiation and progression of lung cancer [ 29 ]. Consistently, we observed an extensive perturbation of metabolites in lipid pathways in our study. Sphingolipids are ubiquitous bioactive components of cell membranes and also play an important role in cell signaling in various physiological processes [ 30 , 31 , 32 ]. Previous studies have ranked sphingolipid metabolism as one of the top dysregulated pathways in lung cancer development in human studies [ 33 , 34 ]. In particular, several key sphingolipids (e.g., sphingosine-1-phosphate (S1P), ceremide) and related enzymes (e.g., sphingosine kinases (SphK1/2), ceramide kinases (Cerk)) were found to play crucial roles in lung cancer etiology by disrupting universe cellular processes, regulating downstream signaling pathways, and affecting tumor microenvironment [ 32 , 35 , 36 , 37 , 38 , 39 ]. In our study, higher levels of several sphingolipids were associated with a higher risk of lung cancer, suggesting the aberrantly active activity of sphingolipids in lung cancer development. Upregulation of these metabolites, as precursors of ceramide, may be an indicator of increased synthesis of ceramide/S1P or abnormal ceramide-to-S1P ratio. Specifically, the imbalance of ceramide/S1P has been suggested to be associated with unrelenting airway inflammation which could ultimately cause increased oxidative stress and aberrant signaling [ 40 , 41 ], increased apoptosis and senescence [ 42 , 43 , 44 ], impaired immunity [ 45 , 46 ], lung remodeling [ 47 , 48 ], increased lung permeability, and altered surfactant [ 49 ].

Perturbation of bile acid metabolism in lung cancer cases also warrants attention. Bile acids are known for the promotion of the absorption of lipids, and they also play an important role in cell signaling and maintaining human body homeostasis. Recent studies have characterized the role of bile acids in cancer development and progression, albeit the research is in its infancy [ 50 , 51 , 52 ]. In our study, we identified one conjugated primary bile acid and five conjugated secondary bile acids and their derivatives, which were all positively associated with lung cancer risk. Consistently, another study reported much higher serum-free secondary bile acids (deoxycholic acid and ursodeoxycholic acid) and primary bile acid (chenodeoxycholic acid) in non-small cell lung cancer (NSCLC) patients than the healthy controls [ 52 ]. Due to the close link between bile acids and microbes in the gut [ 50 , 53 , 54 ], higher expression of secondary bile acids identified in the current study may be an indicator of the abnormal structure of microbial communities. However, details remain unclear on how bile acid metabolism is regulated in lung cancer. Further investigations on bile acid metabolism and the interaction between secondary bile acids and gut microbiota in lung cancer etiology are needed.

Particularly, we observed higher levels of SM (d18:0/22:0), a sphingolipid, was consistently associated with lung cancer risk among all participants (FDR < 0.2) and across different strata ( P  < 0.05). SM (d18:0/22:0) is involved in the dihydrosphingomyelins pathway. Additionally, we observed higher levels of taurodeoxycholic acid 3-sulfate, a bile salt, was associated with higher lung cancer risk in the entire population (FDR < 0.2) and several subgroups (male, female, cases diagnosed within and beyond 3 years of blood draw, and those at localized stage) ( P  < 0.05). Taurodeoxycholic acid 3-sulfate is involved in secondary bile acid metabolism. Notably, the association of SM (d18:0/22:0) and taurodeoxycholic acid 3-sulfate with lung cancer was the strongest among cases diagnosed within 3 years of follow-up, but the association was still significant though weaker among cases diagnosed beyond 3 years of follow-up, which shows their great potential as an early detection and possibly a screening biomarker for lung cancer. In addition, we identified three additional SMs positively associated with lung cancer risk before correcting for multiple comparisons, including SM (d18:1/16:0 (OH)), SM (d18:0/18:0, d19:0/17:0), and SM (d18:0/20:0, d16:0/22:0). Previous studies have shown the changes of SMs alone or in combination with other molecules can predict the recurrence of specific types of lung cancer [ 55 , 56 ] and can differentiate early-stage lung cancer from controls [ 57 ]. Additionally, our study replicated several metabolites previously found to be associated with lung cancer risk, including cotinine, lactate, and glutamate [ 14 ]. Increased plasma cotinine levels were associated with a 33% higher risk of lung cancer in the present study, which is consistent with previous findings [ 14 , 58 , 59 ].

In addition, we observed a certain degree of perturbation of amino acids metabolism in lung cancer cases compared to matched controls, including arginine and proline metabolism (arginine and proline metabolism, creatine metabolism), branched-chain amino acids metabolism (leucine, isoleucine, and valine metabolism), and aromatic amino acids metabolism (tryptophan metabolism). Amino acid metabolism plays a crucial role in various cellular processes including protein synthesis and energy production, which was found involved in tumor development and progression. More specifically, arginine and proline metabolism plays an important role in metabolic reprogramming in cancer [ 60 , 61 ]. An increase in branched-chain amino acids (BCAAs) metabolism was thought to provide energy sources and contribute to tumor growth [ 62 ]. Tryptophan and its metabolites have been reported to be significantly involved in the immune escape of lung cancer, such as promoting immune suppression [ 63 ].

We observed distinct metabolic profiles associated with lung cancer risk by smoking status, suggesting the heterogeneity in lung cancer etiology between never-smokers and ever-smokers to a certain degree, though the detailed mechanisms were not clear. Specifically, we identified 65 metabolites associated with lung cancer risk (FDR < 0.2) in ever-smokers, while none in never-smokers. When considering lung cancer-associated metabolites at P  < 0.05, we observed a more prominent perturbation of metabolites in xenobiotic-associated and lipid-associated pathways in ever-smokers compared to never-smokers. The SM(d18:0/22:0) association was stronger in ever-smokers than in never-smokers, suggesting that this pathway may be particularly relevant to lung cancers that develop as a result of cigarette smoking. Our findings provide extra evidence that lung cancer mechanisms may differ by smoking status. Consistent with previous findings, lung cancer in never-smokers and ever-smokers was suggested as two distinct disease processes, with different epidemiologic, clinical, and genetic characteristics [ 8 , 10 , 64 , 65 , 66 , 67 ]. Lung cancer-associated metabolites ( P  < 0.05) varied greatly between cases diagnosed within and beyond 3 years of blood draw, among different stages, as well as between squamous cell carcinoma and adenocarcinoma cases. These findings may suggest potential differences in metabolome associated with different rates of progression, stages, and subtypes. Limited studies have reported several metabolites in serum were differentially expressed in early stage versus advanced stage of lung cancer [ 68 ]. It is noteworthy that the number of cases is not very large in some strata in our analysis, which may lead to insufficient statistical power. Our findings should be validated by future studies. Overall, the perturbation of lipid levels was found to be a dominant characteristic across the entire study population, as well as in other subgroups, with the exception of lung cancer cases who were never-smokers, males, and at localized stage. A caveat is that the pathway differentiation by smoking status or by other strata was simply descriptive and did not involve statistical testing to determine the significance across the subgroups. We observed certain degrees of metabolites in xenobiotic-related pathways across the entire study population and subgroups, with the highest proportions in ever-smoking lung cancer cases (30%) followed by squamous cell carcinoma cases (27%). This may imply residual confounding arising from dietary factors as well as concurrent exposure to drugs and other chemical agents. Specifically, among ever-smoking lung cancer cases and squamous cell carcinoma cases, we observed ten and eight metabolites of caffeinated and decaffeinated coffee (e.g., caffeine, 1-methylurate, and 1,3-dimethylurate) [ 69 ], which were positively associated with the lung cancer risk. Previously, smoking has been associated with higher caffeine consumption [ 70 , 71 ].

Previously, Seow et al. conducted a prospective nested case–control study with a focus on lung cancer-associated metabolic perturbation in urine samples collected from never-smoking Chinese women [ 21 ]. They found extensive urinal metabolic perturbation among lung cancer cases compared to controls, which suggests systematic changes in 1-carbon metabolism, oxidative stress and inflammation pathways, and nucleotide metabolism. Among never-smoking cases in our study, we did observe pathways related to 1-carbon metabolism, oxidative stress, and inflammation, including methionine, cysteine, and taurine metabolism, tocopherol metabolism, glutamate metabolism, and histidine metabolism. It is not reasonable to directly compare the results between our and Seow’s studies given differences in biosamples and metabolic profiling procedures, and heterogeneities in populations including races, ages, sex proportion, and dietary patterns.

To our knowledge, this is the largest prospective study of untargeted metabolomics on lung cancer risk. The current study has a large sample size, based upon the established cohort with well-characterized risk factors (e.g., detailed smoking histories, hormone use). We can perform stratified and in-depth analyses. Besides, pre-diagnosis blood samples provide valuable information on metabolic perturbations associated with lung cancer initiation and development, which is beneficial for early-detection biomarkers identification. In this study, we only included 887 known metabolites, with high levels of confidence in the annotation (Levels 1 and 2) [ 72 ] and high data quality, which makes our results more reliable compared to prior studies that reported all detected signals in the biosamples and claimed all the signals are unique compounds. Our study also has limitations. This analysis is based on one-time metabolic measurement, neglecting within-person variations over time. Thus, the dynamics of metabolites during lung cancer development were unknown. Additionally, Metabolic profiling using non-fasting blood samples, potentially introduced measurement errors in diet-related metabolites. Yet, the impact of fasting status was minimized by controlling for hours since the last meal in analyses. From the perspective of hypothesis generation, a loose threshold, P  < 0.05, was used for gaining more information on biological pathways associated with lung cancer by smoking status. Simultaneously, the possibility of a false discovery rate increased [ 73 ]. It is noteworthy that the metabolome is sensitive and susceptible to influences from both endogenous and exogenous factors along with the computational nature of this study, caution is warranted in interpreting the results as the causality was not able to be established. Potential selection bias may exist, as population characteristics including sex, race, BMI, and smoking differed between the lung cancer cases included in the present analysis and those excluded due to unavailable blood samples. Also, our findings may lack generalizability to races other than white or younger populations.

In this large pooled analysis of nested case–control studies of lung cancer metabolomics, we identified that pre-diagnosis changes in lipid metabolism and amino acid metabolism may play important roles in lung cancer etiology. Notably, SM (d18:0/22:0) and taurodeoxycholic acid 3-sulfate may be risk factors and potential screening biomarkers for lung cancer. Distinctive metabolic profiles by smoking status suggest heterogeneity in lung cancer etiology. Future studies are needed to validate our findings.

Availability of data and materials

The datasets analyzed during the current study are not publicly available due to the privacy of individuals that participated in the study. The data will be shared on reasonable request to the corresponding author.

Abbreviations

Branched-chain amino acids

Body mass index

Ceramide kinases

Confidence interval

Cancer Prevention Study

False discovery rates

Intraclass correlation coefficient

Interquartile range

Non-small cell lung cancer

Sphingosine-1-phosphate

Surveillance, Epidemiology and End Results

• Sphingomyelin

Sphingosine kinases

Ultrahigh-performance liquid chromatography-tandem mass spectrometry

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Acknowledgements

The authors express sincere appreciation to all Cancer Prevention Study-II and Cancer Prevention Study-3 participants, and to each member of the study and biospecimen management group. The authors would like to acknowledge the contribution to this study from central cancer registries supported through the Centers for Disease Control and Prevention's National Program of Cancer Registries and cancer registries supported by the National Cancer Institute's Surveillance Epidemiology and End Results Program. Besides, we would like to acknowledge National Institute of Health (NIH) research grant [R21ES032117] and NIH Center Grants [P30ES019776] in supporting DL, JAS, and ZT’s efforts in this.

The views expressed here are those of the authors and do not necessarily represent the American Cancer Society or the American Cancer Society – Cancer Action Network.

The American Cancer Society funds the creation, maintenance, and updating of the Cancer Prevention Study-II cohort and Cancer Prevention Study-3. Support of this project is from Michel & Claire Gudefin Family Foundation Inc. We also acknowledge the support from the National Institute of Health (NIH) research grant [R21ES032117] and the HERCULES Exposome Research Center, supported by the National Institute of Environmental Health Sciences of the NIH (P30ES019776).

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Gangarosa Department of Environmental Health, Rollins School of Public Health, Emory University, Atlanta, GA, USA

Ziyin Tang, Donghai Liang, Jeremy A. Sarnat & Sabrina S. Chow

Department of Population Science, American Cancer Society, Atlanta, GA, USA

Emily L. Deubler, W. Ryan Diver & Ying Wang

Barcelona Institute for Global Health (ISGlobal), Barcelona, Spain

W. Ryan Diver

Universitat Pompeu Fabra (UPF), Barcelona, Spain

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Contributions

YW, DL, and ZT designed the study. YW, ELD, and WRD retrieved and compiled the dataset. YW and DL directed the analytical strategy’s implementation. ZT conducted the statistical analyses. ZT drafted the manuscript with input from YW, DL, JAS, and SSC. All authors contributed to interpreting the findings and revising the manuscript. All authors read and approved the final manuscript.

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Correspondence to Donghai Liang or Ying Wang .

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All aspects of the CPS-II Nutrition cohort (IRB00045780) and CPS-3 cohort (IRB00059007) were reviewed and approved by the Emory University Institutional Review Board.

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Supplementary Information

12916_2024_3473_moesm1_esm.docx.

Additional file 1: Figure S1. Flowchart of exclusion criteria for study participants in the primary pooled analysis. Figure S2. Distribution of super and sub pathways containing the sixty-two metabolites associated with lung cancer risk ( P -value < 0.05). Figure S3. Descriptive distribution of metabolic pathways that contain the lung cancer-associated metabolites at P -value < 0.05 by sex, lung cancer stage, and subtype. Figure S4. Agglomerative hierarchical clustering heatmap of the Pearson’s correlation coefficients among the sixty-five metabolites associated with lung cancer risk in ever smokers (FDR < 0.2). Figure S5. A volcano plot of associations between metabolites and lung cancer risk in ever smokers.

12916_2024_3473_MOESM2_ESM.xlsx

Additional file 2: Table S1. Metabolites associated with lung cancer risk at P -value < 0.05 in the entire population. Table S2. Lipid-associated metabolic pathways components identified in lung cancer cases compared to controls. Table S3. Amino acids-associated metabolic pathways components identified in lung cancer cases compared to controls. Table S4. Metabolites associated with lung cancer risk at P -value < 0.05 in female stratum. Table S5. Metabolites associated with lung cancer risk at P -value < 0.05 in male stratum. Table S6. Metabolites associated with lung cancer risk at P -value < 0.05 in follow-up time ≤ 3 years stratum. Table S7. Metabolites associated with lung cancer risk at P -value < 0.05 in follow-up time > 3 years stratum. Table S8. Metabolites associated with lung cancer risk at P -value < 0.05 in never smokers stratum. Table S9. Metabolites associated with lung cancer risk at P -value < 0.05 in ever smokers stratum. Table S10. Metabolites associated with lung cancer risk at P -value < 0.05 in localized lung cancer stage stratum. Table S11. Metabolites associated with lung cancer risk at P -value < 0.05 in reginal lung cancer stage stratum. Table S12. Metabolites associated with lung cancer risk at P -value < 0.05 in distant lung cancer stage stratum. Table S13. Metabolites associated with lung cancer risk at P -value < 0.05 in squamous cell carcinoma stratum. Table S14. Metabolites associated with lung cancer risk at P -value < 0.05 in adenocarcinoma stratum.

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Tang, Z., Liang, D., Deubler, E.L. et al. Lung cancer metabolomics: a pooled analysis in the Cancer Prevention Studies. BMC Med 22 , 262 (2024). https://doi.org/10.1186/s12916-024-03473-1

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Received : 06 December 2023

Accepted : 10 June 2024

Published : 24 June 2024

DOI : https://doi.org/10.1186/s12916-024-03473-1

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