You are on page 1of 10

654870

research-article2016
QHRXXX10.1177/1049732316654870Qualitative Health ResearchBirt et al.

Innovative Methods
Qualitative Health Research

Member Checking: A Tool to Enhance


2016, Vol. 26(13) 1802­–1811
© The Author(s) 2016
Reprints and permissions:
Trustworthiness or Merely a Nod to sagepub.com/journalsPermissions.nav
DOI: 10.1177/1049732316654870

Validation? qhr.sagepub.com

Linda Birt1,2, Suzanne Scott3, Debbie Cavers4,


Christine Campbell4, and Fiona Walter1

Abstract
The trustworthiness of results is the bedrock of high quality qualitative research. Member checking, also known
as participant or respondent validation, is a technique for exploring the credibility of results. Data or results are
returned to participants to check for accuracy and resonance with their experiences. Member checking is often
mentioned as one in a list of validation techniques. This simplistic reporting might not acknowledge the value of
using the method, nor its juxtaposition with the interpretative stance of qualitative research. In this commentary, we
critique how member checking has been used in published research, before describing and evaluating an innovative
in-depth member checking technique, Synthesized Member Checking. The method was used in a study with patients
diagnosed with melanoma. Synthesized Member Checking addresses the co-constructed nature of knowledge by
providing participants with the opportunity to engage with, and add to, interview and interpreted data, several months
after their semi-structured interview.

Keywords
member checking, trustworthiness, respondent validation, participant validation, melanoma, credibility, qualitative
method, United Kingdom

Background changing nature of interpretations of phenomena over


time; the ethical issue of returning data to participants,
Within qualitative research, the researcher is often both the dilemma of anticipating and assimilating the discon-
the data collector and data analyst, giving potential for firming voices, and deciding who has ultimate responsi-
researcher bias (Miles & Huberman, 1994). Qualitative bility for the overall interpretation. The intellectual debate
researchers might impose their personal beliefs and inter- on how to ensure trustworthiness in qualitative inquiry
ests on all stages of the research process leading to the has raged since Lincoln and Guba’s seminal texts in the
researcher’s voice dominating that of the participant early 1980s, and it remains pertinent today as qualitative
(Mason, 2002). However, the potential for researcher bias researchers seek to have their work recognized in an evi-
might be reduced by actively involving the research par- dence-driven world (Guba & Lincoln, 1981, 1989;
ticipant in checking and confirming the results. The Lincoln & Guba, 1985).
method of returning an interview or analyzed data to a In this article, we draw on theoretical and empirical
participant is known as member checking, and also as studies to discuss the epistemological and ethical chal-
respondent validation or participant validation. Member lenges of member checking. We then provide a detailed
checking is used to validate, verify, or assess the trust-
worthiness of qualitative results (Doyle, 2007). 1
University of Cambridge, Cambridge, United Kingdom
The novice researcher might be forgiven for perceiv- 2
University of East Anglia, Norwich, United Kingdom
ing member checking as a straightforward technical 3
King’s College London, London, United Kingdom
method as publications seldom report more than a sen- 4
University of Edinburgh, Edinburgh, United Kingdom
tence about the procedure and outcome of member check-
Corresponding Author:
ing. Such absence of detail and discussion is surprising, Linda Birt, School of Health Sciences, University of East Anglia, The
as member checking might be confounded by epistemo- Queen’s Building, Norwich Research Park, Norwich NR4 7TJ, UK.
logical and methodological challenges. These include the Email: Linda.birt@uea.ac.uk
Birt et al. 1803

account of a novel in-depth method of member check- method of rigor: “ensuring that the participants’ own
ing—Synthesized Member Checking (SMC)—that we meanings and perspectives are represented and not cur-
developed within a health research study. The study tailed by the researchers’ own agenda and knowledge”
aimed to understand symptom appraisal and help-seeking (Tong et al., 2007, p. 356). However, Buus and Agdal
among people newly diagnosed with the serious skin can- (2013) raise concerns that there are “unintended conse-
cer, malignant melanoma. The research epistemology, the quences” (p. 1289) if checklists are used as the main way
types of knowledge which might be legitimately known, of assessing quality. They suggest that “good” research
was objectivism, and the theoretical perspective was that clearly reports how methods are contextualized within
of subtle realist. In a subtle realist study, it is held that methodological and theoretical paradigms. Different ways
social phenomena exist independently of the person; of undertaking a member check might be more appropri-
however, understanding of phenomena is only known ate for some methodologies than others.
through the individual’s representation of them (Blaikie, To evaluate whether the method fits with the theoreti-
2007). A person’s knowledge and understanding is cal position of a study, it is necessary to consider how
grounded within their experiences: Knowledge is socially member checking was undertaken and for what purpose.
constructed (Crotty, 1998; Gray, 2013; Hammersley, It is essential that researchers are transparent about what
1992; Snape & Spencer, 2003). Within our study, a chang- they hope to achieve with the method and how their
ing skin lesion was an objective phenomenon: It could be claims about credibility and validity fit with their episte-
observed, measured, recorded, and compared with other mological stance. Despite extensive scoping of the litera-
malignant skin cancers. However, a patient’s response to ture, we found a paucity of published papers that reported
a changing skin lesion could be influenced by their past at length on how member checking fitted with their
experiences and knowledge. We sought to understand research design.
factors which shaped decisions to seek timely help. Member checking covers a range of activities includ-
Multiple data collection methods and member checking ing returning the interview transcript to participants, a
are appropriate methods to adopt within a subtle realist member check interview using the interview transcript
approach, enabling a triangulation of knowledge about a data or interpreted data, a member check focus group, or
single phenomenon. Triangulation is the use of multiple returning analyzed synthesized data as we do in SMC.
methods to enhance the understanding of a phenomenon; Table 1 summarizes ways in which member checking has
it can lead to more valid interpretations. Methods from been used in health and educational research. We now
different paradigms can be used, or data collected from briefly critique each method, seeking to promote discus-
different sources, at different times (Torrance, 2012). sion on how congruent each method might be within a
qualitative paradigm, before moving on to describe our
novel process of SMC.
Theoretical Aspects of Member
Checking
Returning the Interview Transcript to
Lincoln and Guba (1985) recommend member checking
as a means of enhancing rigor in qualitative research, pro-
Participants
posing that credibility is inherent in the accurate descrip- Within an objectivist epistemology, asking a participant
tions or interpretations of phenomena. Their work was to check the transcript of their interview potentially
developed during a period when qualitative researchers enhances accuracy of the data. Yet within a construction-
were attempting to get recognition for the rigor of their ist epistemology, it can be used as a way of enabling par-
work alongside more traditional positivist theoretical ticipants to reconstruct their narrative through deleting
studies. Since the 1980s, researchers have debated the extracts they feel no longer represent their experience, or
appropriateness of methods designed to enhance rigor, that they feel presents them in a negative way. Providing
with some saying techniques of rigor might constrain the opportunities to delete data calls into question the very
qualitative researcher (Barbour, 2001; Sandelowski, nature of research data: Are research data “owned” by the
1993), while others have emphasized the need for rigor researcher or does it always “belong” to the participant?
and validity in qualitative research (Morse, 2015). These Furthermore, the event of removing extracts from the
three authors all question the value of member checking as transcript might become a data event in itself (Koro-
a validation technique. Yet, publishers increasingly pro- Ljungberg & MacLure, 2013). Returning verbatim tran-
mote the use of checklists of quality (Equator Network, scripts creates the unusual situation where people see
2013). The Consolidated Criteria for Reporting Qualitative their spoken language in written form. Forbat and
Research (COREQ; Tong, Sainsbury, & Craig, 2007) pro- Henderson (2005) report that returning transcribed data
vides guidelines for best practice in the reporting of quali- had both affirming and cathartic outcomes for partici-
tative research. COREQ recognizes member checking as a pants: Some disliked seeing their speech in text, but
Table 1.  Examples of Different Types of Member Checking.

1804
Method of Member Epistemological
Checking Stance Theoretical Issues Method Ethical Issues

Returning transcribed Positivist: Implies •• Appropriate for checking factual information •• Need to return transcripts relatively •• Participant distress when see the
verbatim transcripts there is a truth •• Could enable the addition of new data quickly while interview still fresh in spoken word in typed form.
(Carlson, 2010; Forbat value in the •• Could enable participant to delete the data they memory •• Can retrigger memories of
& Henderson, 2005) spoken/written no longer wish to have used thereby changing •• Could return transcript using paper or disturbing events
word the data set electronic methods, or audio tapes

Member check Constructionist/ •• Enables shared discussion of the interview transcript •• Transcript could be returned prior to •• Concerns for participant safety
interview—using the interpretive: Can •• Interview focuses on confirmation, modification, and the interview reduced as the researcher present
transcript (Doyle, co-construct verification of interview text •• Need to re-consent the participant •• Coercion as it might be hard
2007) new meaning and •• Could enable the addition of new data •• Additional cost for further transcribing to disagree with researcher’s
validate previous •• Need to undertake further analysis of member check and time to analysis interpretation in their presence
interpretations interview •• Losing participants to follow-up

Member check Interpretive •• Each participant receives researcher’s interpretation •• Need to have undertaken sufficient •• Concerns for participant safety
interview—using of their interview analysis to prepare data for sharing. reduced as the researcher present
analyses of single •• Interview focuses on confirmation, modification, and •• Need to re-consent the participant •• Coercion as it might be hard
participant’s data (Birt, verification of interpretation •• Additional cost for further transcribing to disagree with researcher’s
2010; Harvey, 2015; •• Could enable the addition of new data and time to analysis interpretation in their presence
Koelsch, 2013) •• Need to undertake further analysis of member check •• Losing participants to follow-up •• Participants can veto illustrative
interview quotes which might expose
•• Participants might agree on potential illustrative their identity in small research
quotations environments
•• Does not enhance the trustworthiness of the whole
data set as researcher still needs to combine data set

Member check focus Interpretive •• Focus group might include participants or others •• Need to have undertaken sufficient •• Data need to be non-identifiable
group (Klinger, 2005) with similar experiences analysis to prepare data for sharing. •• Group coercion can make it
•• Participants might feel their experiences are •• Need to re-consent people for difficult for single disconfirming
validated and others have the same experience confidentiality of original data and voice
•• Group might move from a discussion group to understanding how new data will be •• Coercion as it might be hard to
one of support used disagree with the researcher if
•• Can confirm or disaffirm results •• Cost of venue and further transcribing of they are leading the focus group
•• Group might generate new data which have been the focus group.
constructed in different social setting (i.e., group •• Not as convenient for participant if they
rather an individual) have to travel to venue

Member check using Positivist if simply for •• Themes are returned so the researcher can make •• Need to do analysis increasing time •• Less risk of participant distress as
synthesized analyzed confirming results claims about the trustworthiness of findings before the themes can be returned the themes are synthesized and
dataa (Harvey, 2015) Constructionist •• The participant should be able to recognize their own •• Have to consider the length and language conceptualized
if opportunity experiences within the synthesized themes of the document to engage participants •• Need to confirm participants
to comment •• If seeking additive data need to provide explanation in conceptual themes able and willing to receive the
and add data as and space for participants to engage with this •• Need to check contact details if several document if several months have
in Synthesized •• If several participants do not return limits claims on months after the interview elapsed
Member Checking trustworthiness of final data set •• Losing participants to follow-up
a
Synthesized Member Checking is an example of this method and is described in detail in this article.
Birt et al. 1805

others welcomed the opportunity to see their experiences months after the data collection event. If participants are
recorded. This method of member checking might enable to be encouraged to engage in the member check, ana-
the researcher to make claims about the accuracy of the lyzed data need to be presented in accessible ways.
transcription of the interview but it does not enable them Harvey (2015) working with a small cohort over a
to make any claims on the trustworthiness of the subse- long study period reports on how she used synthesized
quent analysis. data, prior to the third interview within a sequence of
four, to “give participants an opportunity to consider
whether any of the experiences or perceptions of others
Member Check Interview
also applied to them” (p. 30). Harvey’s member check-
A more interactive method of member checking is the ing mirrors a grounded theory approach where emerging
member check interview. The transcript of the first inter- theories are “tested” and developed by further data col-
view foregrounds the second interview during which the lection (Charmaz, 2008). In this method, member check-
researcher focuses on confirmation, modification, and ing has several methodological purposes: to validate
verification of the interview transcript. Alternatively, the results by seeking disconfirming voices (objectivism),
researcher can undertake analysis on the individual par- yet it also provides opportunity for reflection on personal
ticipant’s data, and the emerging findings might fore- experiences and creates opportunities to add data
ground the member check interview (Harvey, 2015). The (constructivism).
member check interview has congruence with the episte- The iterative process of reflection, interpretation, and
mology of constructivism in that knowledge is co-con- synthesis used in qualitative analysis means the second
structed. Doyle (2007) reports how, in her hermeneutic and third order constructs of meaning which develop can
phenomenological study on older women, returning tran- increasingly distance the results from the original inter-
scripts and then undertaking a second interview to dis- view data (Grbich, 2006). This might be offered as a rea-
cuss data empowered participants as they had the son for not undertaking member checking (Morse, 2015),
opportunity to remove and add to their data thereby co- yet if studies are undertaken to understand experiences
constructing new meanings. This fits with the interpretiv- and behaviors and to potentially change practice, then
ist and feminist theoretical position of Doyle’s study, and surely participants should still be able to see their experi-
therefore, the method was appropriate for the epistemo- ences within the final results. Without this level of reli-
logical stance of the study. ability, how can results be transferable to the wider
community and how can findings be viewed as evidence
to change practice?
Member Check Focus Group
Focus groups are a recognized way of exploring the opin-
Ethical Aspects of Member Checking
ions, beliefs, and attitudes of a group of people and of
enabling people to respond and interact together. Member checking raises ethical questions about the pro-
Although not commonly used in member checking, tection of participants during the research process.
Klinger (2005) undertake a focus group to validate results Furthermore, there are ethical considerations over whose
within a study with people living with traumatic brain voice is brought to the fore: that of the participant through
injury. However, she had a small sample of seven partici- direct quotes from the data or that of the researcher
pants, and two did not attend the focus group. The article through their interpretations of data (Fossey, Harvey,
does not report which participants failed to attend; there- McDermott, & Davidson, 2002).
fore, it is difficult to make a judgment on the credibility Extensive ethical attention is given to how research-
of the process. Details about how participants engaged ers protect participants during data collection. Consent
with member checking are rarely reported, yet such infor- procedures are designed to prevent maleficence and
mation enables the reader to make judgments on the use- promote beneficence. Researchers acknowledge and
fulness of the procedure in enhancing the trustworthiness support participants who become distressed during the
of results. collection of sensitive data (Dickenson-Swift, James,
Kippen, & Liamputtong, 2007). Yet similar attention is
rarely afforded to the process of member checking even
Member Check of Synthesized Analyzed Data though the researcher might not be present when the
When the purpose of the member check is to explore participant receives the data. Participants can be in a dif-
whether results have resonance with the participants’ ferent phase of their life or illness when they receive the
experience, it might be appropriate to undertake member document, and this can raise a number of issues includ-
checking using the analyzed data from the whole sample. ing distress to the participants or family members if
In this case, member checking often takes place several health has declined, or being reminded of previous
1806 Qualitative Health Research 26(13)

difficult times if health has improved. If synthesized


data are returned, there is the potential for distress in
that occasionally a participant might not recognize their
personal experience and be left feeling isolated and
unheard. Therefore, it is important that opportunities are
provided for participants to reply and liaise with
researchers during this process.
Taking part in member checking can be a distressing
or a therapeutic process for the participant and partici-
pants should be consulted to ascertain if they wish to take
part in any validation exercise, whether that is checking
interview transcripts or commenting on analyzed data.
Returning verbatim transcribed data can cause people
embarrassment or distress about the way they speak
(Carlson, 2010). Yet, Harper and Cole (2012) suggest that
the process of seeing personal experiences validated and
reflected in those of others can help participants to see
they are not alone and benefits might be similar to those
experienced in group therapy. Ethically, this raises ques-
tions about whether the research process should be trans-
formational (Cho & Trent, 2006).
While there is justifiable concern about the impact of
member checking on participants, Estroff (1995) dis-
cusses whether participants fully engage with research
results or whether they merely accept the researcher’s
representations of the data. Estroff suggests that patients
might privilege the researcher, accepting all they say, in
the same way they accept clinicians and health profes-
sionals’ treatment decisions. If the levels of engagement
in member checking are not reported, we risk tokenistic
involvement of participants and exaggerated claims about
the transferability of the data.
Before using member checking, researchers need to
be clear on the relevance and value of the method within
their design; they need to have strategies for dealing Figure 1.  Flow chart of the processes undertaken in SMC: A
with the disconfirming voice, and to have considered five-step tool.
Note. SMC = Synthesized Member Checking.
whether they have the resources or willingness to under-
take further analyses if participants do not agree with
their analysis. Without such preparation, we risk “wast- A Novel Method of Member
ing” participants’ time on a checklist technique. For Checking: SMC
example, if the purpose of the research is to provide
knowledge to enact social change, it is an ethical and We offer an example of SMC, a sequenced five-step pro-
methodological imperative that alternative interpreta- cess (see Figure 1). SMC differs from many other meth-
tions are reported to enable others to make decisions on ods of member checking in that both interview data and
the transferability of results. interpreted data are returned to participants. SMC also
In considering how to address these challenges, we enables participants to add comments which are then
developed SMC, which provides a novel approach to searched for confirmation or disconfirming resonance
consider and mitigate for epistemological and ethical with the analyzed study data, enhancing the credibility of
concerns. In our study, synthesized data from the final results. We suggest such a method is appropriate within
stages of analysis were returned to participants alongside an objectivist epistemology and a subtle realist theoreti-
illustrative quotes and they were asked to comment on cal stance (Blaikie, 2007).
whether the results resonated with their experiences; they SMC was recently used in a semi-structured, in-depth
were also provided with the opportunity for further interview study, which sought to understand the
comments. appraisal and help-seeking of patients newly diagnosed
Birt et al. 1807

with melanoma (Walter et al., 2014). In the study, we Toward the end of the charting and mapping of data,
acknowledged that participants perceived the world as we started to conceptualize the themes, we prepared a
subjectively. We developed confidence in interpreta- concise four-page report to return to participants (SMC
tions of the phenomenon through multiple methods and Step 1). This included synthesized data from the whole
judgments on the credibility of knowledge claims sample. We used empty spaces in the report to encourage
(Murphy, Dingwell, Greatbatch, Parker, & Watson, participant engagement (see Box 1 for examples). Each
1998). Therefore, member checking was an integral part page summarized a theme from our results, and interpre-
of the original study design. The protocol stated mem- tations were contextualized using anonymized illustrative
ber checking would be used with those participants who quotes to allow participants to comment on interview
consented to take part and the study achieved full
research ethical approval. There were sufficient
resources, time, and funds to re-contact participants. Box 1. Example of Page From Melanoma Interview Study
Planning resources is an important consideration, as Member Checking Document.
member checking is often left to the closing stages of a
project when there might be insufficient resources to Awareness of Skin Cancer or Melanoma
give little more than a cursory nod to further validation
We found that people were not overly aware of their
techniques. moles, freckles, or spots, and it was only when changes
happened to their skin that they started to look more
carefully. People in the study seemed to have heard of
Method skin cancer but there was less awareness of melanoma
Participants (n = 63) were identified and recruited by being a skin cancer. When people noticed a change in a
skin cancer nurse specialists at two regional hospitals; mole, they often found an alternative explanation for the
change rather than thinking it was cancer.
they were aged 18 and older, and interviews took place
within 10 weeks of diagnosis of a primary malignant • Don’t think about my skin—People tended not to be
cutaneous melanoma. Interviews were undertaken by conscious of their skin. Changes in moles happened
two researchers using a topic guide developed from the slowly and appeared to go unnoticed, “when you’ve
literature and the clinical experience of the research got moles that are just so much part of the furniture
team. Data collection was enhanced by using a calendar you just don’t take any notice of them anymore.”
landmarking instrument (Mills et al., 2014) to increase •  Not really knowing about melanoma—It seems
many people had some awareness that a changing
recall of significant events during the pathway to diag-
mole was a cause of concern. However, fewer knew
nosis, and participant drawings of the lesion to facilitate that melanoma was a serious skin cancer, “I thought
greater description of the skin lesion (Scott et al., 2015). melanoma was actually inside your body, I didn’t
These methods enabled triangulation of data at the ini- even know melanoma was another word for tumor,
tial data collection event. During the interview, the I’ve found all this out since, I was naive about it all.”
experience and narrative of the participant was accepted • Putting the change down to something else—Several
as their reality. For example, the researchers knew the people thought a change in their mole or freckle was
a normal change perhaps as part of getting older or
clinical diagnosis of the melanoma before the interview
being pregnant. A few thought they had an injury or
but did not challenge the participant if they described a bite, “Since I’d been outside to a barbeque and I
the lesion as a small spot when the histology indicated it thought, oh well I’ve been bitten, it’s just bitten there
measured at least 5 mm. This is congruent with a subtle on the mole.”
realist approach in that people report reality from their • Being very aware of melanoma—When people knew
own perspective. Our analysis was an iterative process of others who had had a melanoma, they knew that
using Framework Analysis (Gale, Heath, Cameron, changes in moles needed to be checked by a doctor,
“because my mum had melanoma I’ve always been
Rashid, & Redwood, 2013) to create and establish
aware to keep a check on my moles.”
meaningful patterns. Member checking was carried out Please add any further comments and consider the
when all interview data had been analyzed. It provided statements in the box below
an in-depth approach to triangulating data sequentially,
from different time points in the participant’s cancer It seems people have a general idea that a changing mole
pathway, helping to ensure dependability of data over is something to be concerned about, but few people have
time. The chosen approach, SMC, provided an opportu- a good understanding of the condition melanoma. Do you
agree?
nity for participants to add further data if the meaning of
their experience had changed over time, thereby recog- It seems that most people were not actively checking
nizing the temporal nature of lived experiences their skin for changes.
(Gadamer, 1975/1996).
1808 Qualitative Health Research 26(13)

Table 2.  Characteristics of Participants Who Returned Member Check Document and Who Provided Additional Comment.

Sent Member Returned With Returned


Checking Substantive With Minimal Returned No Did Not
Main Study Document Annotation Annotation Annotation Return
Number of 63 50 16 8 4 22
participants
Gender Female 31 Female 26 Female 8 Female 5 Female 1 Female 12
Stage of Thinner 33 Thinner 27 Thinner 8 Thinner 6 Thinner 1 Thinner 12
melanoma Thicker 30 Thicker 23 Thicker 8 Thicker 2 Thicker 3 Thicker 10
M age 64 (29–93) 61 (29–91) 61 (40–84) 65 (53–76) 72 (45–91) 59 (29–86)

data as well as interpreted statements. We chose not to care not to present the views of just one group (Murphy
offer an alternative to the written documents: We had not et al., 1998). Poor response rates, or responses from a dis-
collected email addresses, and a document through the tinct subset of the sample such as females only, need to be
post could be engaged with or discarded without impos- reported so others can make judgments on the extent to
ing too much additional stress to a potentially vulnerable which member checking enhanced trustworthiness
patient group. Carlson (2010) has suggested that partici- claims. In our study, 56% (n = 28) returned the document,
pants should be empowered to decide how they would see Table 2. Overall, the respondents had similar charac-
like to receive member checking documents. Alternative teristics, such as gender, age, and type of melanoma, to
methods of enabling engagement in member checking the main study sample, although younger participants
would be to offer electronic copies which may facilitate were less likely to have replied.
greater participation and online editing, to provide audio
documents which may be particularly appropriate for par- The yes/no responses were analyzed using descriptive
ticipants with disabilities, or to offer to have someone statistics, and free text responses were transcribed and coded
visit and go through the document with them (Doyle, into the main study coding framework (SMC Step 5). There
2007). was good resonance between the added member checking
Before mailing the member checking documents, we data and the original data set, increasing confidence that
checked with the relevant skin cancer nurse specialists results had captured participants’ experiences, thus reducing
that the participant was in good health, to reduce risk of methodological concerns about post hoc rationalization and
distress (SMC Step 2). This proved an important step as recall bias following their cancer diagnosis.
13 participants were not approached: two had died, seven Overall, most participants agreed with the statements,
were too ill to receive the report, and the specialist nurses with only a couple of participants stating that two state-
were unsure of current addresses for four participants. ments did not represent their understanding of the experi-
Fifty member checking documents were posted, with a ence. For example, we asked “People sometimes seem to
copy for participants to retain and a copy to be returned in think that a change in their skin was not serious enough to
a stamped addressed envelope (SMC Step 3). A cover let- go to the doctor, do you agree?” One person wrote, “not
ter explained that the document was a summary of interim in my case.” Another wrote, “No, but the ‘don’t have
results developed through analysis of all the interviews to time’ ‘running late’ atmosphere in the chaotic Doctor’s
represent the experiences important to most people inter- surgery is a factor in preventing me from approaching
viewed. Participants were asked to read the document and them,” confirming our finding about the impact of health
comment on whether or not they felt the synthesized care factors on help-seeking. We planned to return to the
results resonated with their experiences and if there was data if there were disconfirming voices and to undertake
anything they would like to change, to help us complete further analysis of any themes where participants could
our analyses and develop interpretations (see Box 1). not recognize their experiences within our interpretations
This statement reiterated that these were not final results, provided in the member checking document, but this
rather that there was the opportunity to influence the anal- proved unnecessary.
ysis, giving participants permission to disagree. The Critically, we also used SMC to explore a new concept
researcher’s contact details were provided in case of que- which had arisen during the analysis. Eleven participants
ries but no one made use of this. We allowed 2 weeks to reported they had been initially reassured by a health pro-
return the document. fessional that their skin lesion was not serious; they had
SMC’s Step 4 is to record details on level of engage- not known what changes in their lesion should prompt fur-
ment. In qualitative research, we are challenged to take ther help-seeking. Clear advice from health professional
Birt et al. 1809

on self-monitoring of skin is essential to increase help- research team, the participants, and the data (Cho &
seeking. Therefore, we took the opportunity offered by the Trent, 2006).
SMC to seek additional data. We asked “If you have been One strength of SMC lies in its potential use with
reassured that your moles were not suspicious, either by larger cohorts of participants. While individual face-to-
friends or family, or even a doctor or nurse, what type of face member check interviews might lead to a rich data
information would have helped you ‘keep an eye’ on your set and provide opportunity for transformation of mean-
moles?” Some participants stated they would have liked ings, pragmatically this is not possible within large multi-
more information on websites or in leaflets, but others site qualitative studies. SMC provides a cost-effective
said they would not have looked for further information, way of re-engaging with participants during the study,
confirming our finding that health professionals must pro- and the use of original interview data alongside analyzed
vide enough detailed information to ensure patients know data enables the participant voice to be present.
when to seek further help. Although SMC was developed to meet the specific
We supplemented member checking with other valida- needs of a health research study, the method is transfer-
tion strategies: Two researchers independently coded and able to other research fields. We provide detailed explana-
cross-coded both the original and member checking data tions of each step, even those which are research
sets; a core analysis group consisting of professionals management rather than theoretical, to enable the novice
from clinical, psychological, and research backgrounds researcher to see the time and resources required to under-
was involved throughout the interpretation and mapping take good quality member checking. The method could be
phases of the analysis and further interpretation of the adapted for smaller cohorts as the interview data which
member checking data; lay members (two people with contextualizes the synthesized themes (Box 1) could be
experience of living with melanoma) were also included taken from each participant’s interview data and the docu-
in reading a sample of transcripts and contributing to the ment slightly amended for each person. Producing indi-
data interpretation; and preliminary findings were shared vidualized member check documents would lessen
with clinicians and other academic experts in the field at concerns that participants might not recognize their own
appropriate symposia. “voice” and experiences in the synthesized data, although
in our study responding participants reported that the
results had resonance with their situation.
Discussion The credibility of member checking rests not in the
SMC offers a new way to undertake member checking “doing” of the procedure but in the reporting of the out-
which addresses several organizational and ethical issues comes, for it is only through good quality reporting that
inherent in other approaches to member checking. It is a others can make judgments on whether the methods have
cost and time effective way to undertake member check- enhanced the credibility of the results. Table 2 provides
ing with a larger sample, and working with a health pro- information on responses rates and who in the sample
fessional on the appropriateness of returning the member responded. This type of table adds to the rigor of the report-
checking documents helps ensure that vulnerable partici- ing by increasing the auditability of methods. Nonetheless,
pants are not unduly distressed. we acknowledge the difficulty of finding out why partici-
It can be most appropriate when the study’s episte- pants chose not to take part in the member checking, and
mological stance is that there is an external reality and recognize this as a limitation of the method. Ethically, after
that this reality is known only through the individual’s a follow-up phone call or reminder letter, researchers must
understanding and meanings. The study needed to pro- accept that the participant chooses not to be further
duce results which would have credibility in a clinical involved in the study. There is also the challenge of under-
environment (Rolfe, 2006); thus, the research design standing how participants make sense of the researchers’
had to “hold its own” in a research world dominated by interpretations. There is scope for more research into the
quantitative clinical research and increasing numbers meaning participants give to taking part in member check-
of mixed method studies (Torrance, 2012). We used tri- ing. Such research may help us identify the most effective
angulation of qualitative methods: semi-structured ways to share data, and the factors which facilitate or
interviews, calendar landmarking tool, pictorial repre- inhibit engagement with member checking.
sentation, and member checking. No data source was A limitation of all member checking procedures, includ-
privileged over the other; rather, each type of data ing SMC, is that participants’ experiences are captured
either enhanced our understanding of the other or only at distinct times. With increasing use of participatory
prompted further iterative analysis to deepen under- research, different methodological approaches and chal-
standing of the phenomenon (Hesse-Biber, 2010). The lenges are developing (Bergold & Thomas, 2012). Thus,
study’s validity was transactional in that we sought member checking might become a redundant validation
high levels of accuracy and consensus between the tool as participants and other stakeholders guide, oversee,
1810 Qualitative Health Research 26(13)

and challenge the research design, data collection, analy- Funding


sis, and reporting processes throughout the study. The authors disclosed receipt of the following financial support
for the research, authorship, and/or publication of this article:
Dr. Fiona Walter was supported by an NIHR Clinical
Conclusion Lectureship followed by a NIHR Clinician Scientist award at
The purpose and process of member checking can differ the time of this study.
across studies; therefore, researchers can make different
claims to the validity of their interpretation. The research References
should report the consistency of the member checking Barbour, R. S. (2001). Checklists for improving rigour in
procedure with the study’s epistemological stance. Until qualitative research: A case of the tail wagging the dog?
recently, word restrictions have often hindered appropri- British Medical Journal, 233, 1115–1117. doi:10.1136/
ate reporting of member checking, but this might change bmj.322.7294.1115
with the growth of online publishing with its opportuni- Bergold, J., & Thomas, S. (2012). Participatory research
ties for supplementary material. Qualitative researchers methods: A methodological approach in motion. Forum:
should report why a specific member checking method Qualitative Social Research, 13(1), 1–35.
was selected or not, give examples of member checking Birt, L. (2010). Caring and working: A hermeneutic phenom-
enology study exploring the experiences of working-age
documents and responses from participants to such docu-
male family carers (Doctoral thesis). Retrieved from
ments, and describe approaches undertaken to handling https://ueaeprints.uea.ac.uk/34305/1/2010BirtLPhD.pdf
additional data or disconfirming cases. Blaikie, N. (2007). Approaches to social enquiry (2nd ed.).
We suggest that SMC provides a rigorous approach Cambridge, UK: Polity Press.
which facilitates participants’ engagement beyond exist- Buus, N., & Agdal, R. (2013). Can the use of reporting guide-
ing member check procedures, thereby going some way lines in peer-review damage the quality and contribu-
toward alleviating concerns that member checking has tion of qualitative health care research? International
little use as a validation tool (Morse, 2015). Member Journal of Nursing Studies, 50, 1289–1291. doi:10.1016/j.
checking should not be considered merely as a simple ijnurstu.2013.02.012
technical step in any study; rather, it is an intellectual pro- Carlson, J. A. (2010). Avoiding traps in member checking. The
cess which presents distinct epistemological, ethical, and Qualitative Report, 15, 1102–1113.
Charmaz, K. (2008). Grounded theory. In J. A. Smith (Ed.),
resource challenges. If researchers engage with these
Qualitative psychology: A practical guide to research
concepts and involve participants in the interpretation of methods (pp. 81–110). London: Sage.
data, they can enhance the trustworthiness of their results. Cho, J., & Trent, A. (2006). Validity in qualitative
research revisited. Qualitative Research, 6, 319–340.
Ethical Approval doi:10.1177/1468794106065006
The study obtained ethical approval from Cambridgeshire 4 Crotty, M. (1998). The foundations of social research: Meaning
Research Ethics Committee (11/EE/0076). All participants con- and perspective in the research process. London: Sage.
sented to take part in the study. Dickenson-Swift, V., James, E. L., Kippen, S., & Liamputtong, P.
(2007). Doing sensitive research: What challenges do quali-
Acknowledgments tative researchers face? Qualitative Research, 7, 327–353.
Doyle, S. (2007). Member checking with older women: A
Thanks to our funding organization the National Awareness and framework for negotiating meaning. Health Care for
Early Diagnosis Initiative (NAEDI; Project Award C8640/ Women International, 8, 888–908.
A12226), and to their funding partners: Cancer Research UK; Equator Network. (2013). Guidelines for reporting health
Department of Health, England; Economic and Social Research research. Retrieved from http://www.equator-network.
Council; Health and Social Care Research and Development org/wp-content/uploads/2012/12/Reporting-guidelines-in-
Division; Public Health Agency, Northern Ireland; National journals-August-2013.pdf
Institute for Social Care and Health Research, Wales; and the Estroff, S. E. (1995). Whose story is it anyway? Authority,
Scottish Government. voice and responsibility in narratives of chronic illness.
In S. K. Toombs, D. Barnard, & R. A. Carson (Eds.),
Authors’ Note Chronic illness: From experience to policy (pp. 77–104).
The views expressed in this publication are those of the authors Bloomington: Indiana University Press.
and not necessarily those of the NHS, the National Institute for Forbat, L., & Henderson, J. (2005). Theoretical and practi-
Health Research, or the Department of Health. cal reflections on sharing transcripts with participants.
Qualitative Health Research, 15, 1114–1128.
Fossey, E., Harvey, C., McDermott, F., & Davidson, L.
Declaration of Conflicting Interests (2002). Understanding and evaluating qualitative research.
The authors declared no potential conflicts of interest with respect Australian & New Zealand Journal of Psychiatry, 36,
to the research, authorship, and/or publication of this article. 717–732.
Birt et al. 1811

Gadamer, H. (1996). Truth and method (G. Barden & J. Rolfe, G. (2006). Validity, trustworthiness and rigour: Quality
Cumming, Trans.). London: Sheed & Ward. (Original and the idea of qualitative research. Journal of Advanced
work published 1975) Nursing, 53, 304–310.
Gale, N. K., Heath, G., Cameron, E., Rashid, S., & Redwood, Sandelowski, M. (1993). Rigor or rigor mortis: The problem of
S. (2013). Using the framework method for the analysis rigor in qualitative research revisited. Advances in Nursing
of qualitative data in multi-disciplinary health research. Science, 16(2), 1–8.
BMC Medical Research Methodology, 13, 117–124. Scott, S. E., Birt, L., Cavers, D., Shah, N., Campbell, C., &
doi:10.1186/1471-2288-13-117 Walter, F. M. (2015). Patient drawings of their mela-
Gray, D. E. (2013). Doing research in the real world. London: noma: A novel approach to understanding symptom per-
Sage. ception and appraisal prior to health care. Psychology &
Grbich, C. (2006). Qualitative data analysis: An introduction. Health, 30, 1035–1048. doi:10.1080/08870446.2015.101
London: Sage. 6943
Guba, E. G., & Lincoln, Y. S. (1981). Effective evaluation. San Snape, D., & Spencer, L. (2003). The foundations of qualitative
Francisco: Jossey-Bass. research. In J. Ritchie & J. Lewis (Eds.), Research prac-
Guba, E. G., & Lincoln, Y. S. (1989). Fourth generation evalu- tice: A guide for social science students and researchers
ation. Newbury Park, CA: Sage. (pp. 1–23). London: Sage.
Hammersley, M. (1992). What’s wrong with ethnography? Tong, A., Sainsbury, P., & Craig, J. (2007). Consolidated crite-
New York: Routledge. ria for reporting qualitative research (COREQ): A 32-item
Harper, M., & Cole, P. (2012). Member checking: Can benefits checklist for interviews and focus groups. International
be gained similar to group therapy. The Qualitative Report, Journal for Quality in Health Care, 19, 349–357.
17, 510–517. Torrance, H. (2012). Triangulation, respondent validation,
Harvey, L. (2015). Beyond member-checking: A dialogic and democratic participation in mixed methods research.
approach to the research interview. International Journal Journal of Mixed Methods Research, 6, 111–123.
of Research & Method in Education, 38, 23–38. doi:10.1177/1558689812437185
Hesse-Biber, S. (2010). Qualitative approaches to mixed Walter, F. M., Birt, L., Cavers, D., Scott, S., Emery, J., Burrows,
methods practice. Qualitative Inquiry, 16, 455–468. N., . . . Campbell, C. (2014). “This isn’t what mine looked
doi:10.1177/1077800410364611 like”: A qualitative study of symptom appraisal and help
Klinger, L. (2005). Occupational adaptation: Perspectives of seeking in people recently diagnosed with melanoma. BMJ
people with traumatic brain injury. Journal of Occupational Open, 4(7), 1–2. doi:10.1136/bmjopen-2014-005566
Science, 12, 9–16.
Koelsch, L. E. (2013). Reconceptualizing the member check
Author Biographies
interview. International Journal of Qualitative Methods,
12, 168–179. Linda Birt, PhD, is a social scientist working predominantly
Koro-Ljungberg, M., & MacLure, M. (2013). Provocations, with qualitative methods to understand the experience of living
re-un-visions, death, and other possibilities of “data.” with dementia and chronic illness. She also expertise in atti-
Cultural Studies ↔ Critical Methodologies, 13, 219–222. tudes to screening, symptom appraisal and help-seeking behav-
doi:10.1177/1532708613487861 iours in oncology.
Lincoln, Y. S., & Guba, E. G. (1985). Naturalistic inquiry. Suzanne Scott, PhD, is a health psychologist with an expertise
Newbury Park, CA: Sage. in the processes of symptom perception and symptom appraisal,
Mason, J. (2002). Qualitative researching (2nd ed.). London: alongside help-seeking behaviour, especially for cancer
Sage. symptoms.
Miles, M. B., & Huberman, M. (1994). An expanded source-
book: Qualitative data analysis (2nd ed.). Newbury Park, Debbie Cavers, PhD, is a research fellow with an interest in
CA: Sage. qualitative research in oncology, exploring the lived experience
Mills, K., Emery, J., Cheung, C., Hall, N., Birt, L., & Walter, of the illness journey across the cancer continuum. Her interests
F. M. (2014). A qualitative exploration of the use of calen- include pathways to diagnosis, screening, early detection and
dar landmarking instruments in cancer symptom research. living with beyond cancer with other long term conditions.
BMC Family Practice, 15, 167–175. doi:10.1186/s12875-
Christine Campbell, PhD, is a health services researcher who
014-0167-8
leads a programme of research in the areas of primary care and
Morse, J. M. (2015). Critical analysis of strategies for deter-
cancer screening, understanding symptomatic presentation of
mining rigor in qualitative inquiry. Qualitative Health
cancer, and survivorship issues.
Research, 25, 1212–1222. doi:10.1177/1049732315588501
Murphy, E., Dingwell, R., Greatbatch, D., Parker, S., & Fiona Walter, MD, is a GP clinician scientist, who leads a port-
Watson, S. (1998). Qualitative research methods in health folio of mixed methods research based in primary care and
technology assessment: A review of the literature. Health focusing on the cancer continuum, including prevention, screen-
Technology Assessment, 2(16), 1–276. ing, early detection, diagnostic pathways, and follow-up care.

You might also like