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Case Study

research-methodology

A case study is an in-depth investigation of a single unit — a learner, a classroom, a teacher, a programme, or an institution. It aims for rich, contextualised understanding rather than generalisable findings. In SLA and applied linguistics, case studies have produced some of the field's most influential insights.

Defining Features

  • Bounded unit — the case has clear boundaries (one learner, one class, one school)
  • Multiple data sources — interviews, observations, tests, diaries, artefacts, recordings
  • Contextual depth — the case is studied within its real-life context, not extracted from it
  • Holistic analysis — aims to understand the complexity of the case, not to isolate variables

Landmark SLA Case Studies

StudySubjectKey Finding
Schumann (1978)Alberto, a 33-year-old Costa Rican in the USSocial and psychological distance explained his pidginised, fossilised English. Founded the Acculturation model.
Schmidt (1983)Wes, a 33-year-old Japanese artist in HawaiiHigh communicative competence but low grammatical accuracy — challenged the assumption that social integration guarantees grammatical development.
Huebner (1983)Ge, a Hmong speakerDocumented the emergence and reorganisation of the article system in naturalistic SLA over time.
Lardiere (1998, 2007)Patty, a Chinese L1 speakerNear-native comprehension but persistent morphological deficits after decades of immersion — evidence for the Missing Surface Inflection Hypothesis.

Types of Case Study

  • Intrinsic — the case itself is of primary interest (e.g., an exceptional learner)
  • Instrumental — the case illuminates a broader issue (e.g., studying one classroom to understand Focus on Form)
  • Collective/multiple-case — several cases studied for comparison (Stake, 1995; Yin, 2009)

Strengths

  • Captures complexity and context that experimental designs strip away
  • Reveals processes, not just outcomes — how and why, not just whether
  • Can document rare or exceptional phenomena
  • Generates hypotheses for larger-scale research
  • Gives voice to individual learners, often lost in group averages

Limitations

  • Generalisability — findings from one case may not transfer to others (though Stake argues for "naturalistic generalisation")
  • Researcher subjectivity — interpretation depends heavily on the researcher's lens
  • Time-intensive — sustained engagement with data collection and analysis
  • Confirmability — difficult to replicate

Quality Criteria

Case study quality is evaluated by qualitative trustworthiness criteria: credibility (prolonged engagement, Triangulation, member checking), transferability (thick description enabling readers to judge applicability), dependability (audit trail), and confirmability (evidence grounding).

Key References

  • Stake (1995) — The Art of Case Study Research
  • Yin (2009) — Case Study Research: Design and Methods (4th ed.)
  • Duff (2008) — Case Study Research in Applied Linguistics
  • Duff (2014) — case study methodology in SLA, in The Routledge Handbook of SLA

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