Guidelines for conducting and reporting case study research in software engineering

Guidelines for conducting and reporting case study research in software engineering

19 December 2008 | Per Runeson • Martin Höst
This paper provides guidelines for conducting and reporting case study research in software engineering. It aims to introduce case study methodology and offer guidelines for researchers and readers of case study reports. The content is based on the authors' experience in conducting and reading case studies, and is adapted from methodology handbooks in other research domains, particularly social science and information systems. The paper presents recommended practices for software engineering case studies and empirically derived checklists for researchers and readers. Case studies are suitable for software engineering research as they study contemporary phenomena in their natural context. However, the understanding of what constitutes a case study varies, leading to differences in the quality of studies. The paper discusses the characteristics of case studies, their use in software engineering, and the research process involved in conducting case studies. It also addresses the importance of ethical considerations, data collection, and data analysis in case study research. The paper outlines the case study research process, including case study design, preparation for data collection, data collection, data analysis, and reporting. It emphasizes the importance of flexibility in case study research and the need for a clear chain of evidence to support conclusions. The paper also discusses the use of theories in case study research and the importance of selecting appropriate cases for study. The paper provides a checklist for case study design and discusses different data sources that can be used in case study research. It also addresses the importance of interviews and observations in data collection and the need for ethical considerations in case study research. The paper concludes with a summary of the case study research process and the importance of reporting case study findings.This paper provides guidelines for conducting and reporting case study research in software engineering. It aims to introduce case study methodology and offer guidelines for researchers and readers of case study reports. The content is based on the authors' experience in conducting and reading case studies, and is adapted from methodology handbooks in other research domains, particularly social science and information systems. The paper presents recommended practices for software engineering case studies and empirically derived checklists for researchers and readers. Case studies are suitable for software engineering research as they study contemporary phenomena in their natural context. However, the understanding of what constitutes a case study varies, leading to differences in the quality of studies. The paper discusses the characteristics of case studies, their use in software engineering, and the research process involved in conducting case studies. It also addresses the importance of ethical considerations, data collection, and data analysis in case study research. The paper outlines the case study research process, including case study design, preparation for data collection, data collection, data analysis, and reporting. It emphasizes the importance of flexibility in case study research and the need for a clear chain of evidence to support conclusions. The paper also discusses the use of theories in case study research and the importance of selecting appropriate cases for study. The paper provides a checklist for case study design and discusses different data sources that can be used in case study research. It also addresses the importance of interviews and observations in data collection and the need for ethical considerations in case study research. The paper concludes with a summary of the case study research process and the importance of reporting case study findings.
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