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CIn.ufpe.br 
Using Qualitative Metasummary to Synthesize Empirical Findings 
in Literature Reviews! 
Authors: Danilo Monteiro Ribeiro, Fabio Q.B. da Silva, 
César França and Marcos Cardoso! 
{dmr, fabio, mjmcj}@cin.ufpe.br! 
franca@cesar.org.br!
CIn.ufpe.br 
Agenda 
• Introduction! 
• The Method! 
• Results! 
• Discussion! 
• Conclusions 
2
CIn.ufpe.br 
Introduction 
• Systematic Reviews can be an important role in the advance of 
knowledge 
! 
! 
• A common critique to this type of review is that the syntheses of 
primary studies are often poorly conducted [1][2]. 
3
CIn.ufpe.br 
Introduction 
Qualitative metasummary, which figures among the known 
techniques of research syntheses, can be useful to bridge a link 
between superficial mapping studies and deeper interpretative 
syntheses of mixed studies [3]. 
4
CIn.ufpe.br 
The Method 
Sandelowski and Barroso proposed the Qualitative metasummary 
method as a quantitatively oriented aggregative study, aimed at 
finding and exposing patterns of findings from mixed-method 
research. 
5
CIn.ufpe.br 
The Method 
It is organized basically in four steps: 
• extracting findings 
• grouping findings 
• abstracting findings 
• calculating frequency and intensity effect sizes. 
6
CIn.ufpe.br 
The Method 
Extracting Findings 
! 
This step consists of identifying what the findings of the primary 
studies are. Sandelowski and Barroso recommend at begin of the 
extraction process, the researcher must have a definition of the 
findings of interest, because it helps to identify what material to 
extract, and to maintain the whole process consistent. 
7
CIn.ufpe.br 
The Method 
Grouping Findings 
! 
In the grouping process, the researchers will assemble groups of 
findings that seem to deal with similar topics, just as in a regular in-vivo 
coding process. In this step, the researchers achieve a sense of 
the variety of topics covered in the evidence presented in all primary 
studies [6]. 
8
CIn.ufpe.br 
The Method 
Abstracting Findings 
! 
In this step, after all of the relevant findings are grouped, the 
researcher must carefully assign their labels, in order to make them 
as accessible as possible to the readers, without prejudice to their 
original meanings content of those findings, preserving the context 
in which they appeared. 
9
CIn.ufpe.br 
Calculating frequency and intensity of effects 
! 
Onwuegbuzie [4] believes that to assess the relative magnitude of 
the abstracted results, researchers should estimate their frequency 
effect sizes. The frequency effect sizes are computed by taking the 
number of studies containing a finding (ignoring reports derived 
from common parent studies that present the same data and 
findings) and dividing it by the total number of studies [6]. 
10 
The Method
CIn.ufpe.br 
Calculating frequency and intensity of effects 
! 
To ascertain which reports contributed the most to the set of 
findings, the researchers must calculate their intensity effect size 
[6]. The intensity effect size takes the number of findings in each 
study and divides it by the total number of findings across all 
studies. This index also communicates the focus of each study, and 
can be useful to track possible connections between abstract 
findings. 
11 
The Method
CIn.ufpe.br 
Results 
As recommended by Sandelowski and Barroso[5], we first set up 
our definition of finding, meaning any interpretive claim, relating 
whatever concept to performance of software engineering teams, 
made in the primary studies based on, and supported by, data 
presented in the own paper. 
12
CIn.ufpe.br 
Results 
13
CIn.ufpe.br 
Results 
14 
Abstracting the findings 
We abstracted the findings and edited the labels with care to avoid bias 
and to preserve their meaning. The result of this process as show in Table 
2.
15 
CIn.ufpe.br
CIn.ufpe.br 
Results 
Frequency and intensity effect sizes 
Finally, we calculated the frequency and the intensity of the effect 
sizes, as shown in Table 3. 
16
17 
CIn.ufpe.br
CIn.ufpe.br 
Results 
• In our paper we have some extra results about team 
performance but for this presentation, our results focus 
on method. 
18
CIn.ufpe.br 
Discussion 
Regarding its ease of use, the qualitative metasummary is 
straightforward and cost-effective. 
! 
Although, we believe is not clear how the calculus of intensity effect 
size adds to its result. Considering that we are aggregating mixed-method 
studies, and that we are not saying anything about the 
quality of the primary studies, it does not seem reasonable to claim 
that one study or another contributed the most in this topic based 
only on their intensity effect size index. 
19
CIn.ufpe.br 
Regarding its usefulness, we evidence that the Qualitative 
metasummary produces results very well connected to the findings 
from primary studies. The fact that it deals with mixed-methods 
studies is also useful for the software engineering field [1] 
20 
Discussion
CIn.ufpe.br 
Regarding its reliability, the Qualitative metasummary produces 
transparent and auditable data. Although the findings are abstracted 
from their original context, it keeps track of all the process. In the 
software engineering field, access to the raw data can be a particular 
challenge. 
21 
Discussion
CIn.ufpe.br 
Its interpretive approach also requires some seniority of the 
researchers. In this work, for example, we faced different concepts 
of performance in the primary studies (using keywords such as team 
success, and effectiveness), which difficulted the decision of what 
could (and what could not) be included. 
22 
Discussion
CIn.ufpe.br 
Another limitation of the Qualitative metasummary method is that it 
does not integrate the findings, because the limited integratability of 
data with mixed nature. Therefore, the effect sizes do not 
communicate strength of the effects. 
23 
Discussion
CIn.ufpe.br 
CONCLUSIONS 
Qualitative metasummary can be helpful to enhance the practice of systematic 
reviews in the software engineering field. This is the central contribution of this 
paper. 
The main strength of the method presented in this paper is that it produces a 
synthesis highly connected to the actual findings from the primary studies. 
Its main limitation, on the other hand, is the challenging comparability and 
integratability between primary studies. The idea of calculating “frequency” 
and “effect size” using such simple mathematical formulas also seems too 
simplistic. 
Qualitative metasummary can also serve as an intermediary research step, 
between a more superficial review and a deeper aggregative review 
Finally, this study is an experience report, and its validity may be limited by the 
fact that the individuals that applied the method were the same evaluating it. 
24
CIn.ufpe.br 
ACKNOWLEDGMENTS 
Fabio Q. B. da Silva holds a research grant from the Brazilian 
National Research Council (CNPq), process #314523/2009-0. 
Danilo Monteiro Ribeiro receives a scholarship from CNPq, process 
#132554/2013-5 
25 
1.
CIn.ufpe.br 
• THANK YOU 
26
CIn.ufpe.br 
REFERENCES 
[1]Cruzes, Daniela and Dyba, Tore. Research synthesis in software engineering: A tertiary study. Information and Software 
Technology (2011), 440-455 
[2] da Silva, Fabio, Cruz, Shirley, Gouveia, Tatiana, and Capretz, Luiz Fernando. Using meta-ethnography to 
synthesize research: A worked example of the relations between personality. In Empirical Software Engineering and 
Measurement (Baltimore, MD 2013). 
[3]Kitchenham, Barbara Ann, Charters, Stuart, Budgen, David et al. Guidelines for performing Systematic Literature 
Reviews in Software Engineering. Keele, Staffordshire, UK, 2007. 
[4]Onwuegbuzie, AJ and C, Teddlie. A framework for analyzing data in mixed methods research. In Tashakkori A, 
Teddlie C, editors, ed., Handbook of mixed methods in social and behavioral research. Thousand Oaks, CA: Sage, 2003. 
[5]Sandelowski, M and Barroso, J. Handbook for Synthesizing Qualitative Research. Springer, New York, 2006. 
[6]Sandelowski, M, Barroso, J, and Voils, C. Using Qualitative Metasummary to Synthesize Qualitative and Quantitative 
Descriptive Findings. Res Nurs Health. 2007 February, 1, 30 (fEB 2007), 99-111 
[7]M, Sandelowsk, J, Barroso, and C, Voils. Using qualitative meta-summary to synthesise qualitative and quantitative descriptive 
findings. Research in Nursing & Health, 30 (2007), 99-111. 
[8]Sandelowski M, Barroso J 2003 Jul and 13(6):781-820. Writing the proposal for a qualitative research methodology project.. 
Qual Health Res., 6, 13 (Jul 2003), 781-820. 
[9]Sandelowski, M and Barroso, J. Classifying the findings in qualitative studies. s. 2003 Sep; 13(7):905-23. Qual Health Res, 
905, 23 (Sep 2003), 13. 
[10]Maxwell, JA. Maxwell JA. Understanding and validity in qualitative research.. Harvard Educational Review, 1992. 
27

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Using Qualitative Metasummary to Synthesize Findings in Literature Reviews

  • 1. CIn.ufpe.br Using Qualitative Metasummary to Synthesize Empirical Findings in Literature Reviews! Authors: Danilo Monteiro Ribeiro, Fabio Q.B. da Silva, César França and Marcos Cardoso! {dmr, fabio, mjmcj}@cin.ufpe.br! franca@cesar.org.br!
  • 2. CIn.ufpe.br Agenda • Introduction! • The Method! • Results! • Discussion! • Conclusions 2
  • 3. CIn.ufpe.br Introduction • Systematic Reviews can be an important role in the advance of knowledge ! ! • A common critique to this type of review is that the syntheses of primary studies are often poorly conducted [1][2]. 3
  • 4. CIn.ufpe.br Introduction Qualitative metasummary, which figures among the known techniques of research syntheses, can be useful to bridge a link between superficial mapping studies and deeper interpretative syntheses of mixed studies [3]. 4
  • 5. CIn.ufpe.br The Method Sandelowski and Barroso proposed the Qualitative metasummary method as a quantitatively oriented aggregative study, aimed at finding and exposing patterns of findings from mixed-method research. 5
  • 6. CIn.ufpe.br The Method It is organized basically in four steps: • extracting findings • grouping findings • abstracting findings • calculating frequency and intensity effect sizes. 6
  • 7. CIn.ufpe.br The Method Extracting Findings ! This step consists of identifying what the findings of the primary studies are. Sandelowski and Barroso recommend at begin of the extraction process, the researcher must have a definition of the findings of interest, because it helps to identify what material to extract, and to maintain the whole process consistent. 7
  • 8. CIn.ufpe.br The Method Grouping Findings ! In the grouping process, the researchers will assemble groups of findings that seem to deal with similar topics, just as in a regular in-vivo coding process. In this step, the researchers achieve a sense of the variety of topics covered in the evidence presented in all primary studies [6]. 8
  • 9. CIn.ufpe.br The Method Abstracting Findings ! In this step, after all of the relevant findings are grouped, the researcher must carefully assign their labels, in order to make them as accessible as possible to the readers, without prejudice to their original meanings content of those findings, preserving the context in which they appeared. 9
  • 10. CIn.ufpe.br Calculating frequency and intensity of effects ! Onwuegbuzie [4] believes that to assess the relative magnitude of the abstracted results, researchers should estimate their frequency effect sizes. The frequency effect sizes are computed by taking the number of studies containing a finding (ignoring reports derived from common parent studies that present the same data and findings) and dividing it by the total number of studies [6]. 10 The Method
  • 11. CIn.ufpe.br Calculating frequency and intensity of effects ! To ascertain which reports contributed the most to the set of findings, the researchers must calculate their intensity effect size [6]. The intensity effect size takes the number of findings in each study and divides it by the total number of findings across all studies. This index also communicates the focus of each study, and can be useful to track possible connections between abstract findings. 11 The Method
  • 12. CIn.ufpe.br Results As recommended by Sandelowski and Barroso[5], we first set up our definition of finding, meaning any interpretive claim, relating whatever concept to performance of software engineering teams, made in the primary studies based on, and supported by, data presented in the own paper. 12
  • 14. CIn.ufpe.br Results 14 Abstracting the findings We abstracted the findings and edited the labels with care to avoid bias and to preserve their meaning. The result of this process as show in Table 2.
  • 16. CIn.ufpe.br Results Frequency and intensity effect sizes Finally, we calculated the frequency and the intensity of the effect sizes, as shown in Table 3. 16
  • 18. CIn.ufpe.br Results • In our paper we have some extra results about team performance but for this presentation, our results focus on method. 18
  • 19. CIn.ufpe.br Discussion Regarding its ease of use, the qualitative metasummary is straightforward and cost-effective. ! Although, we believe is not clear how the calculus of intensity effect size adds to its result. Considering that we are aggregating mixed-method studies, and that we are not saying anything about the quality of the primary studies, it does not seem reasonable to claim that one study or another contributed the most in this topic based only on their intensity effect size index. 19
  • 20. CIn.ufpe.br Regarding its usefulness, we evidence that the Qualitative metasummary produces results very well connected to the findings from primary studies. The fact that it deals with mixed-methods studies is also useful for the software engineering field [1] 20 Discussion
  • 21. CIn.ufpe.br Regarding its reliability, the Qualitative metasummary produces transparent and auditable data. Although the findings are abstracted from their original context, it keeps track of all the process. In the software engineering field, access to the raw data can be a particular challenge. 21 Discussion
  • 22. CIn.ufpe.br Its interpretive approach also requires some seniority of the researchers. In this work, for example, we faced different concepts of performance in the primary studies (using keywords such as team success, and effectiveness), which difficulted the decision of what could (and what could not) be included. 22 Discussion
  • 23. CIn.ufpe.br Another limitation of the Qualitative metasummary method is that it does not integrate the findings, because the limited integratability of data with mixed nature. Therefore, the effect sizes do not communicate strength of the effects. 23 Discussion
  • 24. CIn.ufpe.br CONCLUSIONS Qualitative metasummary can be helpful to enhance the practice of systematic reviews in the software engineering field. This is the central contribution of this paper. The main strength of the method presented in this paper is that it produces a synthesis highly connected to the actual findings from the primary studies. Its main limitation, on the other hand, is the challenging comparability and integratability between primary studies. The idea of calculating “frequency” and “effect size” using such simple mathematical formulas also seems too simplistic. Qualitative metasummary can also serve as an intermediary research step, between a more superficial review and a deeper aggregative review Finally, this study is an experience report, and its validity may be limited by the fact that the individuals that applied the method were the same evaluating it. 24
  • 25. CIn.ufpe.br ACKNOWLEDGMENTS Fabio Q. B. da Silva holds a research grant from the Brazilian National Research Council (CNPq), process #314523/2009-0. Danilo Monteiro Ribeiro receives a scholarship from CNPq, process #132554/2013-5 25 1.
  • 27. CIn.ufpe.br REFERENCES [1]Cruzes, Daniela and Dyba, Tore. Research synthesis in software engineering: A tertiary study. Information and Software Technology (2011), 440-455 [2] da Silva, Fabio, Cruz, Shirley, Gouveia, Tatiana, and Capretz, Luiz Fernando. Using meta-ethnography to synthesize research: A worked example of the relations between personality. In Empirical Software Engineering and Measurement (Baltimore, MD 2013). [3]Kitchenham, Barbara Ann, Charters, Stuart, Budgen, David et al. Guidelines for performing Systematic Literature Reviews in Software Engineering. Keele, Staffordshire, UK, 2007. [4]Onwuegbuzie, AJ and C, Teddlie. A framework for analyzing data in mixed methods research. In Tashakkori A, Teddlie C, editors, ed., Handbook of mixed methods in social and behavioral research. Thousand Oaks, CA: Sage, 2003. [5]Sandelowski, M and Barroso, J. Handbook for Synthesizing Qualitative Research. Springer, New York, 2006. [6]Sandelowski, M, Barroso, J, and Voils, C. Using Qualitative Metasummary to Synthesize Qualitative and Quantitative Descriptive Findings. Res Nurs Health. 2007 February, 1, 30 (fEB 2007), 99-111 [7]M, Sandelowsk, J, Barroso, and C, Voils. Using qualitative meta-summary to synthesise qualitative and quantitative descriptive findings. Research in Nursing & Health, 30 (2007), 99-111. [8]Sandelowski M, Barroso J 2003 Jul and 13(6):781-820. Writing the proposal for a qualitative research methodology project.. Qual Health Res., 6, 13 (Jul 2003), 781-820. [9]Sandelowski, M and Barroso, J. Classifying the findings in qualitative studies. s. 2003 Sep; 13(7):905-23. Qual Health Res, 905, 23 (Sep 2003), 13. [10]Maxwell, JA. Maxwell JA. Understanding and validity in qualitative research.. Harvard Educational Review, 1992. 27