Chapter 3
Chapter 3
Chapter 3
Methodology
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3. Methodology
Having decided on the aims and objectives of this small evaluative research study,
consideration was then given to the preferred method of data collection. Whilst
evaluation research has a distinctive purpose, this does not place restrictions on the
type or style of research or type of data collection. Choices about the method of data
collection are largely dependent upon the questions to which answers are sought;
this outcome based evaluation seeks to find answers about the patient experience. A
further consideration for the researcher concerns the practicalities of the chosen
and language skills, ability to follow instructions, recall information from memory and
data collection chosen. The researcher should consider these requirements when
selecting the method of data collection as potentially the choice may exclude the less
literate, and affect the quality and accuracy of the data obtained (Bowling, 2005).
The three main methods of data collection considered for this study were face to
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3.1 Interview
Interviews can be used to collect quantitative and qualitative data, they have the
capacity to describe, explain and explore issues from the participant’s perspective. A
quantitative data. They are often associated with social surveys where collection of
structured interview allows for more flexibility, the interviewer has a clear list of
interviewee and the respondent is free to develop their own thoughts and ideas.
continuum and it is possible for the interview to slide back and forth along the scale
(Tod, 2006).
In terms of the cognitive requirement of the participant, the face to face interview,
which may only require the participant to have basic verbal and listening skills and
speak the same language as the interviewer, could be regarded as the least
probe for responses and aid clarity of response. However, Denscombe (2003)
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cautions against the ‘interviewer effect’, the personal attributes of the researcher
such as, gender, age, and ethnic origin. These attributes can impact on the honesty
and amount of information the interviewee is prepared to divulge, as such, this can
influence the quality of the data. The social interaction required for interviews can
lead to social desirability bias, resulting in over reporting of desirable behaviours and
flexible and efficient way of gathering data, for the researcher, interviews can be very
A focus group is a small group of people who are brought together to explore
attitudes and perceptions, feelings and ideas about a topic. They excite group
interaction and discussion and encourage contribution from participants who might
focus group is that they do not discriminate against people who cannot read or write
(Goodman and Evans, 2006), they can discriminate against people with other
Kitzinger (1995) supports the view that focus groups can be the most appropriate
method for researching particular types of questions; they are used extensively in
nursing research and have the potential to provide a rich source of data. This
method of data collection allows the researcher to highlight inconsistency within the
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group as well as providing examples of conformity and agreement. The emphasis for
exchanges and discussion, for some participants this may require revision of their
original ideas and understanding. Value is placed on the interaction within the group
to act as observer. Problems can arise if an assertive group member dominates the
proceedings and intimidates more timid members of the group; part of the
moderator’s role is to manage the group to avoid this happening (Krueger and
Casey, 2000). Whilst focus groups have the potential to provide a rich source of data
and extend the scope of understanding with regard to a specific topic, McLafferty
(2004) advises that they require considerable commitment in terms of time and
energy to recruit participants, facilitate the group, transcribe and analyse the data.
The group participants must also be prepared to invest time and effort in order to
attend the group. The moderator has a responsibility to members of the group to
ensure they are not exploited or distressed through their participation in the process
and in this event must be prepared to offer additional support if necessary (Gibbs,
1997).
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3.3 Questionnaire
The use of the questionnaire as a data collection tool allows for facts and opinions to
be obtained, they are a flexible and versatile method of collecting data and are
frequently used to evaluate a course, assess satisfaction with hospital care, or for
accepted validity and reliability, however they may not be suitable for a specific
time consuming, and may also involve considerable costs (Murphy-Black, 2006). A
major decision for the researcher intending to use a questionnaire is the method of
to guide face to face interview, alternatively they can be for self administration,
holds the view that the chosen method of administration can influence the quality of
questionnaires, a questionnaire handed out personally has the advantage that the
respondents connect it with an individual or organisation and this can improve the
The final decision to choose a questionnaire as the methodology for this study was
focus group approach would not have been practical for the researcher or the
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participants due to time and resource constraints. The problem of low response rate
often associated with questionnaires was avoided in this study, as the cardiac
rehabilitation team were present when the majority of the questionnaires were
The data for this study was collected via a series of short questionnaires, comprising
for the needs of patients at the different stages of their disease and recovery
programmes these stages are considered in the United Kingdom as four phases
(appendix 1). This study was confined to phase III when people referred to the
cardiac rehabilitation programme in the Wrexham area attend their exercise and
education programme.
phase III programme in the Wrexham area. People recruited to the programme have
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all experienced a cardiac event or diagnosis; they attend the phase III programme
In the Wrexham area, each person being considered for the phase III programme
During this assessment each attendee is risk stratified by the cardiac rehabilitation
team and allocated a suitable environment in which to participate in the exercise and
programme, with one or two new people joining each week (in each location), and
usually, two people (from each location) finishing each week. Potentially, a maximum
of ten attendees per location is allowed in each location, in accordance with staff to
Rehabilitation (2007).
The patient attends the cardiac rehabilitation programme for seven weeks; each
one hour group educational talk facilitated by one of the members of the
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3.5 Sampling
This was derived from all those who were known to the cardiac rehabilitation team
and were attending their phase III exercise and education programme within the
Wrexham area. The vast majority of those attending the phase III programme, were
previously known to the cardiac rehabilitation team via phases I and II. A small
minority were referred directly into phase III via their consultant, GP or from the
tertiary hospital.
The need to specifically select a sample for this study was not considered
appropriate, the study focussed on collecting data from subjects who were available
to the researcher because they happened to be attending the phase III programme
whilst the data collection was in progress. A convenience sample (n=54) was
enrolled from patients who were attending the programme whilst the data collection
was in progress.
All patients who were attending a phase III programme were invited to participate in
this study, completion of all, part, or none of the questionnaires was voluntary and
other inclusion/exclusion criterion was required except attendance on the day of the
3.6 Recruitment to the study
Patients were invited, but not coerced into taking part in the study, the patients were
given a verbal explanation of the details of the study and they were invited to ask
questions to clarify any matters. This included information about the purpose of the
study, right to confidentiality, and right to withdraw. An information sheet with written
details of the study was also available (appendix 2) with a Welsh version of the
information sheet available for patients who requested it, this was never required. To
ensure continuity with regard to the verbal explanation of the study and the
responsible for distributing the questionnaires at each location was given a guidance
Prior to commencement of the study ethical approval was sought from the research
and development Internal Review Panel at the Maelor Hospital in Wrexham. NHS
research ethics committee permission was not required for this study because it was
considered to be part of service evaluation (appendix 4). The main ethical issues
considered for this study were to ensure voluntary consent and maintain
confidentiality and anonymity. This was maintained by ensuring that all the
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3.8 Questionnaire development
Although there are several standard validated instruments for measuring patient
views, the specific aims and objectives of this study meant they were unsuitable.
However, other studies designed to explore the patient experience have shown that
quality data. The questionnaires developed specifically for this study were subject
specific and consisted of a mix of open ended and closed questions (appendix 5).
The criterion used for production of the questionnaires was based upon the need to
with regard to the delivery and relevance of the information given in the talk with a
series of closed questions. Question 1 asked the patient to ‘rate the information
given in the talk’ using a tick box scale with four options, poor, average, good and
excellent. The instruction for question 2 was ‘Please read through the following
statements and decide how much you either agree or disagree with each. For each
statement, the patient recorded their answer on four point Likert scales ranging from
strongly disagree to strongly agree. The structure of this section was kept as simple
as possible, the questions were short and straightforward, choices were kept to a
minimum and the instructions were clear and unambiguous. Section 2 of the
examine the effectiveness of the information given in the talk. Each patient who
3.9 Data collection procedure
The phase III programme in the Wrexham area was in progress once a week in the
hospital and in three separate community locations during the period of the data
collection. This study was carried out in all of the cardiac rehabilitation programmes
in the Wrexham area for three months from April 2008 to July 2008.
Each week following the education talk the anonymous questionnaire was distributed
questionnaire was completed by the patients themselves but staff members were
available to assist with any queries. The completed questionnaires were placed in a
Although there are seven rehabilitation sessions in total for each patient, the group
educational talks are only delivered at five of the sessions; the remaining two
sessions are reserved for individual assessment and referral to phase IV. The
educational topics covered during the programme and included in this study were
coronary heart disease, diet, medications, exercise and the patient quiz, a
Validity and reliability of the research instrument is vital to persuade the reader that
the findings of the study are accurate and offer something constructive. Validity
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means that the data and the methods are correct, in terms of research this is
concerned with the truth and reality of the data. The validity of a questionnaire is
measure. Reliability relates to the extent to which the research instrument produces
the same data time after time on each occasion it is used. As such, a questionnaire
is said to be reliable if it gives consistent answers. Whilst there are technical and
statistical methods of demonstrating validity and reliability, their use is beyond the
The main method of assuring validity and reliability of the questionnaires used in this
study was to pilot the questionnaires on four people, two male, two female who had
previously completed the rehabilitation programme; this helped to ensure that the
potential sample understood the questions, were able to complete them and the
allow for speedier collation and analysis. Numerical data were keyed into the
computer and analysed using SPSS for windows, descriptive statistics including
frequencies and percentages were formulated to summarize and present the data.
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The responses to the three qualitative, open comment questions were thematically
collated and analysed manually. Analysis of this data involved multiple readings to
identify the key issues and themes, recurring themes were categorised according to
frequency and association with the original research question. Common recurring
3.12 Bias
The researcher recognises a possible source of bias within the study due to the
responsible for explaining the study and distributing the questionnaires were also
directly involved in the care of the patients involved in the study. As such it was
acknowledged this could have influenced their answers and led to acquiescence
bias. In order to avoid this, the participants were informed that the study was aimed
at improving future services and that their honest views were most important.
Furthermore, reassurance regarding their anonymity was reiterated each week prior
to the data collection, encouraging the patient to feel more confident about
this bias was to ensure that the person distributing the questionnaires was not the
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