Qualitative, Quantitative, or Mixed Methods? 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A Systematic Scoping Review on Methodological Applications in Ageing and Dementia Studies Atiqur sm-Rahman, Yasmin Jahan This is a preprint; it has not been peer reviewed by a journal. https://doi.org/ 10.21203/rs.3.rs-77451/v1 This work is licensed under a CC BY 4.0 License Status: Posted Version 1 posted You are reading this latest preprint version Abstract Background: Older adults (with and without dementia) are discriminated against at different social levels and often over-generalized in a stereotypical manner is called ageism. Despite advancements in gerontological research, the methodological implementations in the field of ageing and dementia studies have not been shared equally. This article reports on a systematic scoping review of the emerging methodological trends (use and application of research designs and methods) in this combined field. Methods: The study reviewed evidence-based articles published from 2009 to 2018 and indexed in five scientific electronic databases Web of Science, PubMed, Scopus, PsycINFO, and CINAHL complete by following PRISMA-ScR protocol. Both visual scanning of reference lists and hand searching of leading journals were performed in the field of ageing and dementia in order to maximize the search result. Results: A total of 112 papers were included. The review reveals that the predominant form of methodological application was a quantitative design (74.1%) compared to a qualitative (19.6%) and mixed methods (6.2%) in the combined field of ageing and dementia. Furthermore, the data collection instruments mostly used a variety of questionnaire surveys (with and without validated scales) and interviews. Both quantitative, qualitative, and mixed-methods studies have targeted the general public and healthcare professionals by and large, not older adults or people with dementia in particular. Conclusions: The results have important implications for the methodological advancement of ageing and dementia research, as well as for the development of inter-disciplinary and cross-cultural interventions considering the potentialities and limitations of data collection tools. The study provides a first step towards understanding key aspects in any study setting and recommends to be purposeful about what information will be gathered, which measurement tool or instrument is consistent with study purpose, and how the knowledge will be utilized. Geriatrics & Gerontology Cognitive Neuroscience ageism dementia PRISMA-ScR qualitative study quantitative study mixed-methods review. Figures Figure 1 Figure 2 Background Globally, the share of the older adults is increasing along with a prevalence of age-associated diseases, such as dementia [1]; and age-based discrimination- called ageism- is prevalent towards this group of people [2, 3]. Older adults aged 65 years and over diagnosed with dementia are at higher risk of experiencing ageism because of being older and their diagnosis [4]. This two-fold tagging poses older adults (with and without dementia) into the feelings of loneliness [5] as well as excludes them from meaningful roles in society [6]. The diversity of such challenges could be investigated and explored through empirical studies that are methodologically robust. A compact methodological layout consistent with study purpose is pivotal. It is also advantageous for researchers to enrich knowledge, contribute to theory development, and practical applications of findings with a solid scientific structure [7-10]. Unfortunately, existing studies that examine various aspects of ageing and dementia suffer to an extent from methodological limitations regarding research design, data collection tools, and measurement scales [11, 12]. Moreover, evidence suggests that the overall methodological progress in this combined research field has not been as rapid as other disciplines [13, 14]. In order to measure and improve the current status of older adults (with and without dementia), the evidence-based gerontological research has used various research design- quantitative [15], qualitative [16], and mixed methods [17] across countries and contexts [3, 18, 19]. A wide range of literature reviews and meta-analysis has published in ageing and dementia studies mainly assessed the study findings and quality of the study. For example, literature review in ageing research, indeed, have highlighted to display different facets of ageism in various health and social care settings [20-26]. Some scholarly reviews on dementia studies examined how negative stereotype, beliefs, and attitudes impact people living with dementia (PlwD) [27-32]. Despite an increasing number of empirical evidence both on aging and dementia research (e.g., [33-36], the field lacks methodological best practices of research design, data collection methods, and assessment tools. A limited number of review studies have argued explicitly for establishing the importance of methodological development in this combined research field [37, 38]. Study Objectives Given the context, we conducted a systematic and comprehensive literature search aimed at highlighting emerging methodological trends (use and application) in the combined research field of ageing and dementia. In particular, the study focuses on reviewing the methodology (research design) and methods (data collection tools, measurement scales) in order to identify available methodological practices and mapped the overall state-of-the-art in this research field by synthesizing data from the literature. We considered assessing the diverse research designs that are applied to describe or to identify ageism and/or dementia-related aspects. The scope of this review can serve as an important reference point for the identification of methodological strategies. Rationale The reason to choose this topic underlies the recent forecast where a significant increase of research is being expected on ageing and dementia care in the coming years due to the rapid population ageing [18]. Thus, the current review is timely and has importance especially from the methodological aspects. We present a comprehensive analysis of qualitative, quantitative, and mixed methods studies. Methods The current study follows the PRISMA-ScR (PRISMA extension for Scoping Reviews) search protocol [39]. This approach was chosen because it allows reviewers to map evidence on a topic and identify main concepts, sources, and knowledge gaps that need to be explored. The review was guided by a systematic search and critical review approach that incorporates multiple study types rather than focusing on single preferred study design [40]. Studies focused on ageing (e.g. ageism, discrimination, stereotypes, attitudes) and dementia (Alzheimer’s disease) related aspects were considered in order to get a comprehensive picture. However, it would be difficult to draw any firm conclusions of the entire research field in a single review. Search strategy and selection criteria Systematic searching was completed in October 2019 to extract literature published between 2009 and 2018. The primary sources of literature were five scientific electronic databases Web of Science, PubMed, Scopus, PsycINFO, and CINAHL complete by using the advanced search option. Databases were determined with the help of an information specialist in the field of Social Sciences. The search strategy and basic search string were developed in consultation with a librarian as well as an expert scientist in this research field. Following the Boolean operators, the logical grid was applied as ((ageism OR discrimination OR prejudice OR stereotype OR stigma OR attitude) AND (dement* OR Alzheimer*)). The search string was intended to retrieve all possible scientific articles related to ageing and dementia regardless of specific methodology and/or methods. Each electronic database uses the same thesaurus terms. Due to study nature, we restrict the search within specific subject headings includes Social Sciences, Nursing, Psychology, Arts and Humanities, Multidisciplinary, and Health Professions. The authors have conducted the search individually and iteratively in order to maximize the quality and outcome of the search. All the identified citations were combined and recorded into the Endnote software version 9 shared by the reviewers. No limitations were defined regarding age and gender of the study participants, hence the review focus on ageing and dementia related aspects to ensure that no relevant article was missed. Finally, articles were screened on the basis of title, abstract, and full-text screening if they met the eligibility (inclusion) criteria. Inclusion criteria peer-reviewed empirical study (including quantitative/qualitative/mixed methods study); published between 2009 and 2018; published in English; referred ageing and/or dementia or both as the main topic; examined discrimination related to old age (65 years and over); excluded conference presentations, letter to editor, correspondence, discussion papers or unpublished dissertations. Data Extraction Data were extracted individually by two investigators. After the final selection of the reviewed articles, all relevant information was extracted from the full-text that includes the following items: author, year of publication, country of research, sample size, study design, participant type, data collection tool, and scales used (see supplemental Table A). The extracted data were enlisted in a data-extraction table using a Microsoft Excel spreadsheet and a pilot-testing was performed on fifteen randomly selected articles to ensure the suitability and exhaustiveness of the tool. Any disagreements were resolved by consensus agreement and by a discussion between investigators. It is worthwhile mentioning that we intentionally do not perform quality assessment [41] and avoided discussing the findings of review studies that will be presented elsewhere. As this is a methodological review article, we felt that including such discussion, even briefly, would be more distracting than informative. Data analysis The selected articles were valued against the same underlying criteria and were grouped into two basic categories: methodological approach, and data collection instruments. First, we developed a descriptive summary of the studies and examined based on the basic categories; and then used descriptive statistical analysis. The geographic location of the reviewed studies was categorization followed by the World Bank’s country classification-2020 [42]. Results Search results The database search produced a total of 6,979 records, of those 3372 duplicates (3088 by Endnote and 284 by hand search) were removed. From the remaining, 3149 were excluded after screening the title and abstract. We identified 458 evidence-based studies for full-text screening where 97 studies met all inclusion criteria. Another 15 articles were added from manual reference mining of leading journals in ageing and dementia field. Finally, 112 articles were subjected to review (see figure 1). It is worth noting that all selected articles and their citation are enlisted based on the study design presented in supplemental Table A. Description of Included Studies A total of n=22 (19.6%) studies adhered qualitative approach as study design, and the data collection techniques followed by traditional qualitative methods such as interviews, focus group discussion (FGD), case study. Almost three-quarters of the total studies followed a quantitative design (n=83, 74.1%) and employed different questionnaire survey tools and scales for data collection. Mixed methods studies (n=7, 6.2%) were the least adopted approach among selected studies, and they applied different quantitative (e.g. questionnaire survey) and qualitative (e.g. interviews) tools in order to gather field data. The methodological distribution of the reviewed studies is displayed in figure 2. We found the included research items were conducted in 33 different countries in all five continents of the world. The geographic allocation of the studies was higher in developed or high-income countries compared to other parts of the globe. A total of n=100 (89.3%) studies conducted in high-income regions (Europe n=40, North America n=36, East Asia n=8, Middle East n= 8, and Oceania n=8). Only n=12 (10.7%) studies were undertaken in developing (n=8, 7.1%) and lower- and middle-income countries (n=4, 3.6%). Most of the reviewed articles were published in the second half of the selected timeframe (2014-2018, n=67, 60%) and the highest number of studies conducted in 2017 (n=19, 17%). The cumulative number of publications increased consistently during the subsequent years from 2009. The organization of the review results is clustered into three methodological groups: qualitative, quantitative, and mixed methods; and presented accordingly. Qualitative approach The studies under this approach (article number 1-22 in Supplemental Table A) were heavily favouring the classic qualitative data collection methods. While many of the studies used interviews (n=11, 50%), or FGDs (n=4, 18.8%), five studies referred to other qualitative methods which includes the case study (n=1, 4.5%), inductive framing (n=1; 4.5%), qualitative textual analysis (n=1, 4.5%), and open-ended questionnaire (n=2; 9%). The remaining studies (n=2; 9%) employed both interviews and FGD as the primary data collection method. Nine interview-based studies applied any of two interview methods: semi-structured interviews (n=6, 27.7%) or in-depth interviews (n=3, 13.6%) whereas only one study (4.5%) covered both. The qualitative studies followed a number of data analysis tools mainly includes thematic analysis, content analysis, and hermeneutic analysis to present their study findings. It is important to clarify that some (n=4, 18.2%) were unclear while reporting the data collection and data analysis process. We also found an incompatibility with respect to the type of study participants. While the majority of the studies recruited members of care staff (n=15, 68.1%) or the general public (n=5, 22.7%), only two studies (9%) considered PlwD as study participants. The sample size in these studies ranged from 7 to 49 (avg. 18) individuals. A couple of studies did not report the study sample (n=2, 9%) at all. All qualitative studies, broadly, focused on investigating the stigmatic beliefs of, attitudes towards, and perceptions on ageing and dementia. Quantitative approach The largest number of the included studies was quantitative in nature (article number 23-105 in supplemental Table A) where almost all of them used the traditional questionnaire surveys (n=81, 97.6%). A minimal number of studies (n=2, 2.4%) reported their data collection strategy very poorly. The questionnaire survey technique was followed by two different categories: (a) with validated scales (n=45, 54.2%); and (b) without validated scales (n=38, 45.8%). It is worthwhile to mention that the two studies did not report any scales in their methodology that were included in the second category. A wide range of scales was applied in the first category with a partial modification where needed. Nearly half of the studies (n=22, 48.9%) employed a single scale. Although the use of two (n=15, 33.33%) or three (n=6, 13.33%) scales was common, few studies administered five (n=1, 2.22%) and seven (n=1, 2.22%) scales at a time. On the other hand, studies belong to the second category also demonstrated various scopes of use of different survey techniques. While the most frequently used data collection tool was in-person questionnaire survey (n=25, 65.8%), a couple of studies (n=8, 21.0%) adopted an online platform. Besides that, very few studies choose a telephone survey (n=2, 5.3%), postal questionnaire survey (n=2, 5.3%), and key informant survey (n=1, 2.6%) as a means of data collection. Further, we found the vignette methodology in five studies. Three of them owned by the first category and the remaining two studies belonged to the second category. We found a considerable variation in the application of statistical data analysis. The descriptive statistics were more common than other types of analysis namely logistic regression analysis, confirmatory factor analysis, univariate or multivariate analysis. The highest number of studies targeted the general public (n=44, 53.0%) and a good number of studies recruited the members of care staff (n=27, 32.5%). Some study also selected informal caregivers (n=6, 7.2%), older adults (n=3, 3.6%), and PlwD and their family caregivers (n=3, 3.6%) as study participants. The sample size in reviewed studies ranged from a minimum of 20 to a maximum of 7669 (avg. 633.4). One study did not report the samples whereas three studies ended up with an average of 21 samples. The research purposes, in general, were to measure the knowledge, attitudes, and beliefs towards ageing and dementia. Mixed methods approach The studies adopted a mixed-methods approach (article number 106-112 in supplemental Table A) mainly relied on FGDs and structured survey questionnaires for the qualitative and quantitative part, respectively. In the qualitative part, the FGD technique was adopted by more studies (n=5, 71.4%) than interviews (n=2, 28.6%). Only one study (14.3%) used both case studies and FGDs. All seven studies applied different types of questionnaire survey techniques in order to collect quantitative data. With respect to validated scales, more studies applied a single scale (n=3, 42.9%). Remaining studies (n=2, 28.6%) applied a researcher-developed survey questionnaire. Further, the data analysis procedure, study participants, and sample size varied across studies. Even though all seven studies mentioned their scientific or statistical data analysis software, only a couple of studies (n=2, 28.6%) had a clearer description of the data analysis procedure. The participants in mixed-methods studies included mainly the general public (n=4, 57.1%), and various healthcare staff (3 out of 7, 42.9%). Besides that, in general, the sample size in these studies ranged from 11 to 313 (supplemental Table A). While some studies (n=4, 57.1%) precisely distinguished the study participants for both qualitative and quantitative part, the remaining (n=3, 42.6%) were reluctant to this regard. Due to unspecific sample size distribution, the last three studies made it difficult to draw a precise conclusion. The overall study topics fall mostly into the beliefs of and attitudes towards ageing process and dementia. Discussion The findings of this review contribute to the general body of ageing and dementia research. It intends to clarify two main questions: What is the general tendency of methodological interest in ageing and dementia research? and How diverse is the data collection tools in this research field? Reviewed studies offer different methodological approaches to potentially yield quality information on diverse aspects in ageing and dementia research. The key findings have confirmed that one methodological approach (quantitative) is used to a greater extent than other approaches (qualitative, and mixed methods). Many studies notably achieved required methodological criteria such as clearer study purpose, theoretical standpoint, literature review, sampling procedure, data collection methods, and data analysis procedure. However, some studies have failed to fulfill several methodological rigours than is recommended [43-45]. Even though a wide array of methods was used in all approaches, our critical analysis identified FGD, interview, and questionnaire survey technique as the most predominant that guided this research filed. The review results further highlighted areas where qualitative, quantitative, and mixed methods approach can provide clearer guidance. The following sections are focused on the potentiality of different methodological practices and methodological considerations in ageing and dementia research. Finally, we placed some thought-provoking recommendations based on our review insights that might guide formulating future research design in this field. Potentialities of different methodological practice in ageing and dementia Qualitative studies The reviewed qualitative studies captured the lived experiences and perceived beliefs of various participants- older adults, PlwD, the general public, health care providers, and caregivers- within their own social context. Differences in perspectives assisted to explore why cultural factors are important and how the caregivers respond to it. For example, traditional caregiving practice has identified the influence of cultural perceptions where the use of language played a crucial role. In addition, the perspectives of caregivers showing how their response to ageing and dementia shapes older adults’ (with/without dementia) help-seeking and coping strategies. Similarly, the studies aimed at exploring stigma related to ageing and dementia found a relation between social perceptions of dementia and the cultural beliefs of ageing in a given society. The qualitative findings have uncovered some areas that may otherwise be overlooked in ageing and dementia research. However, the reliance on a single data collection method in most studies, except two studies [46, 47], has restricted the wide scope of the research field. These studies could benefit from using multiple data collection methods while recommending to future research. This finding supports the claim that using a variety of qualitative methods in researching older adults’ (with/without dementia) perceptions and experiences is a valuable approach [48]. Equally, striking in this review was that a good number of studies depended on relatively small sample size [49-54]. Some of them described sample estimation procedure very loosely where the determination of data saturation (e.g. time and reason for ceasing data collection) was unclear [53, 54]. In addition, the lack of reflexivity, dubious data interpretation, and incomplete transparency of analytic processes made some of the studies difficult to draw a precise conclusion. These studies were more likely to less consistent between their research question(s) and methodology. A resultant concern is that if the steps of methodologic implementation and data analysis procedure is not sufficiently stated, the study findings may not be achieved data comprehensiveness and trustworthiness [55]. So, the methodological principles in qualitative research need to be clearly articulated considering the purposes of research [56]. Quantitative studies The abundance of quantitative approach in reviewed studies delineated its explicit popularity in ageing and dementia research. Findings reported in quantitative studies have provided valuable insight into various aspects of the research field. The studies applied different survey techniques, for example, underlined the importance of public attitudes and stigmatic beliefs related to ageing and dementia [57, 58]. However, the key role of cultural backgrounds that facilitates or obstructs the beliefs and attitudes in society was not clearly defined [59]. Our critical analysis further revealed that the conclusive remarks in many of the considered studies demonstrated aggregation bias [60]. That is, the study results often reflect the expectations of the researchers (/authors). Probably that the reason a substantial number of studies have used cross-sectional design [61-63]. The study design has recently been criticized in terms of the value of the advancement of aging theory [64]. Study also argued that cross-sectional design might not be appropriate as age-related characteristics are nonlinear and change over time [65]. Therefore, it is suggested combining ‘between-person differences’ and ‘within-person rates of change’ while designing a quantitative study in order to maintain methodological comprehensiveness [66]. Studies implemented validated scales either have evaluated the outcomes or determined the effects of interventions. Despite adequate structural validity and internal consistency in some scales (e.g. ADKS, ADQ, SIS), many other scales (e.g. CDR, FSADS, PRISM-PC) may benefit from revisions to improve their content validity. It is worth noting that studies aimed at measuring ‘perceptions’ or ‘attitudes’ in ageing research might be inconclusive if other associated dimensions (e.g. stereotypes and prejudice) are overlooked. The intended contextual meanings are important to get a better understanding of such a concept. Moreover, this review found a majority of implemented scales had an intention to measure the degree to which the expected effects have been achieved [67, 68]. It can be, thus, suggested that the scales should have a cross-cultural validation, criterion validity, and responsiveness to the scale prior to the final implementation [69]. The challenges can also be compensated through a sound knowledge of the basic principles of measurement scales [68, 70]; and greater usage of qualitative techniques (in particular, ethnography and unstructured interviews) could be advantageous. Quite a few quantitative studies suffer from the reliability and accuracy of survey data, interpersonal incomparability of survey responses, and the risk of measurement errors. To deal with this problem, a couple of studies anchored the vignette method as a data collection tool apart from the traditional survey practice. Even though vignettes have an advantage for reducing the incomparability of survey results, the method might not be applicable when applying with older adults or PlwD [71]. One considerable reason is the heterogeneity among older adults (with/without dementia) who often encounter challenges related to physical and cognitive functions. Incorporation of diverse groups of individuals (e.g. older adults and PlwD, the general public, care staff, students, and informal caregivers) strengthen many of the quantitative findings where the representative sample size was an issue. Studies lacking a representative sample size may be at risk of presenting a less than optimal product and lessen its impact. In fact, a representative sample is crucial for research on ageing and dementia in order to test hypotheses accurately and draw valid conclusions [33]. Similarly, despite the affluent use of descriptive statistics and logistic regression analysis, a considerable number of studies poorly disclosed how potential problems with missing data were assessed. While it is nearly impossible to achieve complete data capture, quantitative studies can be benefitted from using common missing data methods to avoid incomplete conclusions [37, 72, 73]. Mixed Methods Studies Only the quantitative component appears to have been reported in the reviewed mixed methods studies. Thus, the findings from one strand (quantitative) make the study outcome difficult to bring that into meaningful contact. One study, for example, was firm in describing the methodological process whereas the result predominantly reported only quantitative data, and the discussion was ended up without specific direction [74]. Another study, similarly, suffered from a number of limitations such as missing values of variables, non-representative survey sample, considering only a specific type of participants [75]. Findings from such studies make it difficult for other researchers who want to replicate the study design or to implement the study instrument in different contexts. Methodological considerations in ageing and dementia research If age and dementia-related stigma are modeled as dependent on ageing process or diagnosis of dementia, it might be possible to measure the association or correlation between stigma and quality of life outcomes using a structured questionnaire or validated scale [76]. On the other hand, if stigma is investigated using the social constructionist model [77], a qualitative approach can be useful to explore how the participants’ perceptions are mapped onto conceptualizations of stigma; and to examine the interactions between the older adults or PlwD and other individuals [78]. These are just two examples to understand how a particular approach might guide or place restrictions to explore or measure the studied phenomenon. Qualitative approach A qualitative approach has the potential to offer an in-depth view as well as a description of factors that facilitate or impede the associated social perceptions of older adults (with/without dementia) [79, 80]. A growing body of literature has found the method useful in eliciting individual’s beliefs, values and attitudes, behavioral practice, meaning and process of ageing and perceptions on dementia [81-85]. This approach can explore the heterogeneous characteristics of older adults where testing a hypothesis might not be a suitable attempt to capture these conceptual phenomena [79, 86]. However, the qualitative methods would not be appropriate if the study’s purpose does not match with the research approach [87]. Quantitative approach The purposes of a quantitative approach are to obtain and analyse numerical data to describe, explain, predict, control, or measure the causal interrelationships among variables and phenomenon of interest [88, 89]. This approach is convincing in ageing and dementia research in order to describe the reason for and the extent to which older adults (with/without dementia) differ from or similar to each other [90]. A cross-sectional study, for example, is useful to evaluate the individual differences in the health-related needs of older adults from a single point of time. The findings may, therefore, generate a hypothesis that eventually longitudinal study could test. However, the result might be limited to making causal inference [91]. In addition, it is argued that the quantitative approach reduces behavioral practices to numerical data may not capture the complexity of ageing population and PlwD [90, 92]. Considering the merits and limits, it is important to remember that the value of quantitative studies depends on the choice of appropriate method, the decision about what to measure, and the type of analysis to interpret the findings. Mixed Methods approach A mixed-methods approach has advocated in many ageing and dementia studies with accompanying a range of sequential and concurrent strategies [93-96]. The approach is useful in ageing research due to the nature of including fewer missing data, enhancing validity (internal and external), and combining the benefits of generalizability in a single study [96-100]. However, the wording in question, order of questions, time and resources allocations, sample size determination, and consensus on data analysis procedure are few challenges should take into account throughout the study [96, 101, 102]. Therefore, it is important to take into account whether a mixed-methods study adds any value in understanding and interpretations of ageing- and dementia-related issues compared with a purely quantitative or purely qualitative study. The entire discussion assists us to conclude that quantitative and qualitative approaches represent diverse aspects of a continuum and are not discrete or polar opposites [103]. A quantitative approach might get a preference to answer a precise clinical research question in a highly specific way by controlling extraneous variables [104]. Nonetheless, to know other associated significant factors such as social influence, quality of life, individuals’ perception is equally important. In this case, a qualitative approach could be useful to explore the meanings of the phenomenon as well as engenders new insights through induction from data [104, 105]. The knowledge acquired from both approaches would allow us to comprehend the real impact of ageing- and dementia-related aspects, and perceptions of the community [1]. A mixed-methods approach, as an alternative, may integrate both qualitative and quantitative evidence in order to provide a more complete understanding of a research problem than either approach alone. Therefore, it can be anticipated that evaluating a phenomenon into a single vision can restrict other prospects that are open to research. Recommendations and Future direction This systematic scoping review clearly highlights substantive and methodologic gaps in the literature that could be benefitted from future research. Accordingly, our review identifies a tendency to use a specific research approach with suboptimal engagement, through limited sampling, of older adults (with/without dementia) within studies. Overall, this gap heightens a critical question of how contemporary studies can provide conclusive knowledge of the diversity of older adults (with/without dementia). Thus, we recommend a more purposeful and broader integration of sub-groups of participants. Cross-cultural multidisciplinary studies could be an asset. Moreover, the traditional research methods in reviewed studies might not be suitable for describing the complexities in the combined field of ageing and dementia [106]. It can be argued that methodological approaches and tools do not need any drastic change; hence, the inclusion of interdisciplinary tools could merit in future research in this field. The base of these recommendations is derived from the understanding of the relative absence of theoretical articulation with implemented methods in the reviewed studies. The review result, further, suggests developing a more thorough design in a study to capture a wide variety (not only ‘structural’ but also ‘processual’ aspects) of the phenomenon that therefore widens and enlarges our notions. Besides that, a methodological tool (e.g. questionnaire, scales, guidelines, checklists) based on the researcher’s knowledge might be of benefit for descriptive purposes, could limit scientific value. Therefore, the researcher needs a more riguorous approach to selecting the measurement tools by following validation guidelines and the context in which the tool will be employed. For instance, a specific measure developed for a community setting may not be suitable for use in a clinical setting. Likewise, a validated scale that exclusively developed to examine variations in care needs for older adults (with/without dementia) would allow for comparing typological differences. However, for research that investigates to explore the association between care needs and individuals’ attitudes and beliefs, an in-depth data collection strategy may be more appropriate. From this perspective, we strongly suggest considering some key aspects in any study setting that are: be purposeful about what information will be gathered, which measurement tool or instrument is consistent with study purpose, and how the knowledge will be utilized. Limitations Of The Review Every attempt of search of the literature was somewhat exhaustive, thereby, it is possible that some relevant studies still be missing unintentionally. We acknowledge that the dominance of quantitative study might have an influence on the overall discussion. In our viewpoint, the selection procedure may suffer from the reviewers’ subjective judgements. Adding scientific articles only written in English and peer-reviewed could be recognized as another limitation of the review that would be an important issue to discuss further. However, needless to say, the inclusion of three types of study (qualitative, quantitative, and mixed methods) has extended the scope of this review. In addition, the reference mining of leading journals in the combined field of ageing and dementia has complemented the electronic searches. Finally, the inter-reviewer agreement and the individual full-text screening by the reviewers have strengthened the review process to decrease probable misinterpretations. Conclusions The indeterminate or inconsistent results and the diverse range of methodological implementations reflected in the reviewed studies make the research area rather disparate and somewhat difficult to interpret. At this point, it might not be an exaggeration to say that the researchers from different disciplines have applied various models using specific techniques to examine or describe a phenomenon related to ageing and dementia while ruling out others. This result signals a need to choose useful research design and methods for particular purposes. However, no research design is optimal for all purposes. Typically, it is the research question that leads the researchers to determine data collection methods. We also agree the interdisciplinary practice may not easily be transposed into the diversified filed of ageing and dementia studies. Nevertheless, the incorporation of interdisciplinary instruments might help to clarify some methodological challenges outlined above; and can then be developed and implemented as suitable data collection tools. Otherwise, the growing ageing community along with a heterogeneous group of PlwD would be excluded and positioned outside the boundary of our understanding. Abbreviations A-ADS: Adolescent Attitudes toward Dementia Scale AARDS: Attitude toward Alzheimer’s disease and Related Dementias Scale. ADAT: Alzheimer’s Disease Awareness Test ADKQ: Alzheimer’s Disease Knowledge Questionnaire ADKS: Alzheimer’s Disease Knowledge Scale ADKT: Alzheimer’s Disease Knowledge Test ADQ: Approaches to Dementia Questionnaire AED: Attitudes toward the Elderly with Dementia AQ-9: Attribution Questionnaire-9 ASS: Affiliate Stigma Scale ATA: Attitude toward Aging (subscale) ATHCTS: Attitudes Toward Health Care Teams Scale CDR: Clinical Dementia Rating Scale CES: Caring Efficacy Scale CES-D: Center for Epidemiologic Studies Depression Scale DAS: The Dementia Attitude Scale DBD: Dementia Behavior Disturbance Scale DKQ: Dementia Knowledge Questionnaire DSSI: Duke Social Support Index (23-item) FADS: Fear of Alzheimer’s Disease Scale FGD: Focus group discussion FMTCS: Farren’s Finding Meaning Through Caregiving Scale FSA: Fraboni Scale of Ageism FS-ADS: Family Stigma in Alzheimer’s disease Scale FSSS: Family Stigma Stress Scale GDS: Geriatric Depression Scale HADS: Hospital Anxiety and Depression Scale IADL: Lawton Instrumental Activities of Daily Living scale IEQ: Involvement Evaluation Questionnaire LIA: Language in Adulthood (LIA) Questionnaire LSNS: Lubben Social Network Scale MS: Mastery Scale PlwD: People living with Dementia PRISM-PC: Perceptions Regarding Investigational Screening for Memory in Primary Care RMBPC: Revised Memory and Behavior Problems Checklist RSAS: Recreational and Social Activities Scale SCS: Spiritual Coping Strategies scale. SES: Self-Esteem Scale SEWDR: Staff Experience of Working with Demented Residents Scale SEWDRQ: Staff Experience of Working with Residents with Dementia Questionnaire SIS: Stigma Impact Scale ZBI: Zarit Burden Interview ZBI-SF: Zarit Burden Interview Short Form Note: Cognitive screening tests scale (MMSE) has removed from the list. Declarations Ethics approval and consent to participate Not applicable. Consent for publication Yes Availability of data and materials Since it is a review based on secondary literature, all data were extracted from scientific databases that are available. Competing interests No potential conflict of interest was reported by the authors. Funding None Authors' contributions Both authors contributed equally Acknowledgements The authors would like to express gratitude to Prof. Lars-Christer Hydén for his contribution during the early conceptualization of the review. We are also thankful to the post-doctoral researcher George Pavlidis for his valuable comments in the early version of the manuscript. Authors are indebted to the research team at division ageing and social change for their suggestions in the improvement of the article. Reference Pérez-Zepeda MU, García-Peña C, Gutiérrez-Robledo LM: The Need for Differentiated Research Methodology in Aging . In: Aging Research-Methodological Issues. edn.: Springer; 2018: 1-9. Organization WH: World report on ageing and health : World Health Organization; 2015. Ayalon L, Tesch-Römer C: Introduction to the section: Ageism—Concept and origins . In: Contemporary perspectives on ageism. edn.: Springer, Cham; 2018: 1-10. Evans SC: Ageism and dementia . In: Contemporary perspectives on ageism. edn.: Springer, Cham; 2018: 263-275. McHugh KE: Three faces of ageism: society, image and place . Ageing Soc 2003, 23 (2):165-185. 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Newman I, Benz CR, Ridenour CS: Qualitative-quantitative research methodology: Exploring the interactive continuum : SIU Press; 1998. Gibson G, Timlin A, Curran S, Wattis J: The scope for qualitative methods in research and clinical trials in dementia . Age and Ageing 2004, 33 (4):422-426. Bolderston A: Five Percent Is Not Enough! Why We Need More Qualitative Research in the Medical Radiation Sciences . Journal of medical imaging and radiation sciences 2014, 45 (3):201-203. Keady J, Hydén L-C, Johnson A, Swarbrick C: Social research methods in dementia studies: Inclusion and innovation : Routledge; 2017. Supplementary Files SupplimentaryFile.docx SupplementaryTableA.docx Cite Share Download PDF Status: Posted Version 1 posted You are reading this latest preprint version Research Square lets you share your work early, gain feedback from the community, and start making changes to your manuscript prior to peer review in a journal. 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A Systematic Scoping Review on Methodological Applications in Ageing and Dementia Studies\u003c/p\u003e","fulltext":[{"header":"Background","content":"\u003cp\u003eGlobally, the share of the older adults is increasing along with a prevalence of age-associated diseases, such as dementia [1]; and age-based discrimination- called ageism- is prevalent towards this group of people [2, 3]. Older adults aged 65 years and over diagnosed with dementia are at higher risk of experiencing ageism because of being older and their diagnosis [4]. This two-fold tagging poses older adults (with and without dementia) into the feelings of loneliness [5] as well as excludes them from meaningful roles in society [6].\u003c/p\u003e\n\u003cp\u003eThe diversity of such challenges could be investigated and explored through empirical studies that are methodologically robust. A compact methodological layout consistent with study purpose is pivotal. It is also advantageous for researchers to enrich knowledge, contribute to theory development, and practical applications of findings with a solid scientific structure [7-10]. Unfortunately, existing studies that examine various aspects of ageing and dementia suffer to an extent from methodological limitations regarding research design, data collection tools, and measurement scales [11, 12]. Moreover, evidence suggests that the overall methodological progress in this combined research field has not been as rapid as other disciplines [13, 14].\u003c/p\u003e\n\u003cp\u003eIn order to measure and improve the current status of older adults (with and without dementia), the evidence-based gerontological research has used various research design- quantitative [15], qualitative [16], and mixed methods [17] across countries and contexts [3, 18, 19]. A wide range of literature reviews and meta-analysis has published in ageing and dementia studies mainly assessed the study findings and quality of the study. For example, literature review in ageing research, indeed, have highlighted to display different facets of ageism in various health and social care settings [20-26]. Some scholarly reviews on dementia studies examined how negative stereotype, beliefs, and attitudes impact people living with dementia (PlwD) [27-32].\u003c/p\u003e\n\u003cp\u003eDespite an increasing number of empirical evidence both on aging and dementia research (e.g., [33-36], the field lacks methodological best practices of research design, data collection methods, and assessment tools. A limited number of review studies have argued explicitly for establishing the importance of methodological development in this combined research field [37, 38].\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eStudy Objectives\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eGiven the context, we conducted a systematic and comprehensive literature search aimed at highlighting emerging methodological trends (use and application) in the combined research field of ageing and dementia. In particular, the study focuses on reviewing the methodology (research design) and methods (data collection tools, measurement scales) in order to identify available methodological practices and mapped the overall state-of-the-art in this research field by synthesizing data from the literature. We considered assessing the diverse research designs that are applied to describe or to identify ageism and/or dementia-related aspects. The scope of this review can serve as an important reference point for the identification of methodological strategies.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eRationale\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eThe reason to choose this topic underlies the recent forecast where a significant increase of research is being expected on ageing and dementia care in the coming years due to the rapid population ageing [18]. Thus, the current review is timely and has importance especially from the methodological aspects. We present a comprehensive analysis of qualitative, quantitative, and mixed methods studies.\u003c/p\u003e"},{"header":"Methods","content":"\u003cp\u003eThe current study follows the PRISMA-ScR (PRISMA extension for Scoping Reviews) search protocol [39]. This approach was chosen because it allows reviewers to map evidence on a topic and identify main concepts, sources, and knowledge gaps that need to be explored. The review was guided by a systematic search and critical review approach that incorporates multiple study types rather than focusing on single preferred study design [40]. Studies focused on ageing (e.g. ageism, discrimination, stereotypes, attitudes) and dementia (Alzheimer\u0026rsquo;s disease) related aspects were considered in order to get a comprehensive picture. However, it would be difficult to draw any firm conclusions of the entire research field in a single review.\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eSearch strategy and selection criteria\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eSystematic searching was completed in October 2019 to extract literature published between 2009 and 2018. The primary sources of literature were five scientific electronic databases Web of Science, PubMed, Scopus, PsycINFO, and CINAHL complete by using the advanced search option. Databases were determined with the help of an information specialist in the field of Social Sciences. The search strategy and basic search string were developed in consultation with a librarian as well as an expert scientist in this research field. Following the Boolean operators, the logical grid was applied as ((ageism OR discrimination OR prejudice OR stereotype OR stigma OR attitude) AND (dement* OR Alzheimer*)). The search string was intended to retrieve all possible scientific articles related to ageing and dementia regardless of specific methodology and/or methods. Each electronic database uses the same thesaurus terms. Due to study nature, we restrict the search within specific subject headings includes Social Sciences, Nursing, Psychology, Arts and Humanities, Multidisciplinary, and Health Professions. The authors have conducted the search individually and iteratively in order to maximize the quality and outcome of the search. All the identified citations were combined and recorded into the Endnote software version 9 shared by the reviewers. No limitations were defined regarding age and gender of the study participants, hence the review focus on ageing and dementia related aspects to ensure that no relevant article was missed. Finally, articles were screened on the basis of title, abstract, and full-text screening if they met the eligibility (inclusion) criteria.\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eInclusion criteria\u003c/em\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003epeer-reviewed empirical study (including quantitative/qualitative/mixed methods study);\u003c/li\u003e\n\u003cli\u003epublished between 2009 and 2018;\u003c/li\u003e\n\u003cli\u003epublished in English;\u003c/li\u003e\n\u003cli\u003ereferred ageing and/or dementia or both as the main topic;\u003c/li\u003e\n\u003cli\u003eexamined discrimination related to old age (65 years and over);\u003c/li\u003e\n\u003cli\u003eexcluded conference presentations, letter to editor, correspondence, discussion papers or unpublished dissertations.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cem\u003eData Extraction \u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eData were extracted individually by two investigators. After the final selection of the reviewed articles, all relevant information was extracted from the full-text that includes the following items: author, year of publication, country of research, sample size, study design, participant type, data collection tool, and scales used (see supplemental Table A). The extracted data were enlisted in a data-extraction table using a Microsoft Excel spreadsheet and a pilot-testing was performed on fifteen randomly selected articles to ensure the suitability and exhaustiveness of the tool. Any disagreements were resolved by consensus agreement and by a discussion between investigators. It is worthwhile mentioning that we intentionally do not perform quality assessment [41] and avoided discussing the findings of review studies that will be presented elsewhere. As this is a methodological review article, we felt that including such discussion, even briefly, would be more distracting than informative.\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eData analysis\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eThe selected articles were valued against the same underlying criteria and were grouped into two basic categories: methodological approach, and data collection instruments. First, we developed a descriptive summary of the studies and examined based on the basic categories; and then used descriptive statistical analysis. The geographic location of the reviewed studies was categorization followed by the World Bank\u0026rsquo;s country classification-2020 [42].\u003c/p\u003e"},{"header":"Results","content":"\u003cp\u003e\u003cem\u003eSearch results\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eThe database search produced a total of 6,979 records, of those 3372 duplicates (3088 by Endnote and 284 by hand search) were removed. From the remaining, 3149 were excluded after screening the title and abstract. We identified 458 evidence-based studies for full-text screening where 97 studies met all inclusion criteria. Another 15 articles were added from manual reference mining of leading journals in ageing and dementia field. Finally, 112 articles were subjected to review (see figure 1). It is worth noting that all selected articles and their citation are enlisted based on the study design presented in supplemental Table A.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eDescription of Included Studies\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eA total of n=22 (19.6%) studies adhered qualitative approach as study design, and the data collection techniques followed by traditional qualitative methods such as interviews, focus group discussion (FGD), case study. Almost three-quarters of the total studies followed a quantitative design (n=83, 74.1%) and employed different questionnaire survey tools and scales for data collection. Mixed methods studies (n=7, 6.2%) were the least adopted approach among selected studies, and they applied different quantitative (e.g. questionnaire survey) and qualitative (e.g. interviews) tools in order to gather field data. The methodological distribution of the reviewed studies is displayed in figure 2.\u003c/p\u003e\n\u003cp\u003eWe found the included research items were conducted in 33 different countries in all five continents of the world. The geographic allocation of the studies was higher in developed or high-income countries compared to other parts of the globe. A total of n=100 (89.3%) studies conducted in high-income regions (Europe n=40, North America n=36, East Asia n=8, Middle East n= 8, and Oceania n=8). Only n=12 (10.7%) studies were undertaken in developing (n=8, 7.1%) and lower- and middle-income countries (n=4, 3.6%).\u003c/p\u003e\n\u003cp\u003eMost of the reviewed articles were published in the second half of the selected timeframe (2014-2018, n=67, 60%) and the highest number of studies conducted in 2017 (n=19, 17%). The cumulative number of publications increased consistently during the subsequent years from 2009.\u003c/p\u003e\n\u003cp\u003eThe organization of the review results is clustered into three methodological groups: qualitative, quantitative, and mixed methods; and presented accordingly.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eQualitative approach\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eThe studies under this approach (article number 1-22 in Supplemental Table A) were heavily favouring the classic qualitative data collection methods. While many of the studies used interviews (n=11, 50%), or FGDs (n=4, 18.8%), five studies referred to other qualitative methods which includes the case study (n=1, 4.5%), inductive framing (n=1; 4.5%), qualitative textual analysis (n=1, 4.5%), and open-ended questionnaire (n=2; 9%). The remaining studies (n=2; 9%) employed both interviews and FGD as the primary data collection method. Nine interview-based studies applied any of two interview methods: semi-structured interviews (n=6, 27.7%) or in-depth interviews (n=3, 13.6%) whereas only one study (4.5%) covered both.\u003c/p\u003e\n\u003cp\u003eThe qualitative studies followed a number of data analysis tools mainly includes thematic analysis, content analysis, and hermeneutic analysis to present their study findings. It is important to clarify that some (n=4, 18.2%) were unclear while reporting the data collection and data analysis process. We also found an incompatibility with respect to the type of study participants. While the majority of the studies recruited members of care staff (n=15, 68.1%) or the general public (n=5, 22.7%), only two studies (9%) considered PlwD as study participants. The sample size in these studies ranged from 7 to 49 (avg. 18) individuals. A couple of studies did not report the study sample (n=2, 9%) at all. All qualitative studies, broadly, focused on investigating the stigmatic beliefs of, attitudes towards, and perceptions on ageing and dementia.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eQuantitative approach\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eThe largest number of the included studies was quantitative in nature (article number 23-105 in supplemental Table A) where almost all of them used the traditional questionnaire surveys (n=81, 97.6%). A minimal number of studies (n=2, 2.4%) reported their data collection strategy very poorly. The questionnaire survey technique was followed by two different categories: (a) with validated scales (n=45, 54.2%); and (b) without validated scales (n=38, 45.8%). It is worthwhile to mention that the two studies did not report any scales in their methodology that were included in the second category.\u003c/p\u003e\n\u003cp\u003eA wide range of scales was applied in the first category with a partial modification where needed. Nearly half of the studies (n=22, 48.9%) employed a single scale. Although the use of two (n=15, 33.33%) or three (n=6, 13.33%) scales was common, few studies administered five (n=1, 2.22%) and seven (n=1, 2.22%) scales at a time. On the other hand, studies belong to the second category also demonstrated various scopes of use of different survey techniques. While the most frequently used data collection tool was in-person questionnaire survey (n=25, 65.8%), a couple of studies (n=8, 21.0%) adopted an online platform. Besides that, very few studies choose a telephone survey (n=2, 5.3%), postal questionnaire survey (n=2, 5.3%), and key informant survey (n=1, 2.6%) as a means of data collection. Further, we found the vignette methodology in five studies. Three of them owned by the first category and the remaining two studies belonged to the second category.\u003c/p\u003e\n\u003cp\u003eWe found a considerable variation in the application of statistical data analysis. The descriptive statistics were more common than other types of analysis namely logistic regression analysis, confirmatory factor analysis, univariate or multivariate analysis. The highest number of studies targeted the general public (n=44, 53.0%) and a good number of studies recruited the members of care staff (n=27, 32.5%). Some study also selected informal caregivers (n=6, 7.2%), older adults (n=3, 3.6%), and PlwD and their family caregivers (n=3, 3.6%) as study participants. The sample size in reviewed studies ranged from a minimum of 20 to a maximum of 7669 (avg. 633.4). One study did not report the samples whereas three studies ended up with an average of 21 samples. The research purposes, in general, were to measure the knowledge, attitudes, and beliefs towards ageing and dementia.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eMixed methods approach\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eThe studies adopted a mixed-methods approach (article number 106-112 in supplemental Table A) mainly relied on FGDs and structured survey questionnaires for the qualitative and quantitative part, respectively. In the qualitative part, the FGD technique was adopted by more studies (n=5, 71.4%) than interviews (n=2, 28.6%). Only one study (14.3%) used both case studies and FGDs. All seven studies applied different types of questionnaire survey techniques in order to collect quantitative data. With respect to validated scales, more studies applied a single scale (n=3, 42.9%). Remaining studies (n=2, 28.6%) applied a researcher-developed survey questionnaire.\u003c/p\u003e\n\u003cp\u003eFurther, the data analysis procedure, study participants, and sample size varied across studies. Even though all seven studies mentioned their scientific or statistical data analysis software, only a couple of studies (n=2, 28.6%) had a clearer description of the data analysis procedure. The participants in mixed-methods studies included mainly the general public (n=4, 57.1%), and various healthcare staff (3 out of 7, 42.9%). Besides that, in general, the sample size in these studies ranged from 11 to 313 (supplemental Table A). While some studies (n=4, 57.1%) precisely distinguished the study participants for both qualitative and quantitative part, the remaining (n=3, 42.6%) were reluctant to this regard. Due to unspecific sample size distribution, the last three studies made it difficult to draw a precise conclusion. The overall study topics fall mostly into the beliefs of and attitudes towards ageing process and dementia.\u003c/p\u003e"},{"header":"Discussion","content":"\u003cp\u003eThe findings of this review contribute to the general body of ageing and dementia research. It intends to clarify two main questions: What is the general tendency of methodological interest in ageing and dementia research? and How diverse is the data collection tools in this research field? Reviewed studies offer different methodological approaches to potentially yield quality information on diverse aspects in ageing and dementia research. The key findings have confirmed that one methodological approach (quantitative) is used to a greater extent than other approaches (qualitative, and mixed methods). Many studies notably achieved required methodological criteria such as clearer study purpose, theoretical standpoint, literature review, sampling procedure, data collection methods, and data analysis procedure. However, some studies have failed to fulfill several methodological rigours than is recommended [43-45]. Even though a wide array of methods was used in all approaches, our critical analysis identified FGD, interview, and questionnaire survey technique as the most predominant that guided this research filed. The review results further highlighted areas where qualitative, quantitative, and mixed methods approach can provide clearer guidance.\u003c/p\u003e\n\u003cp\u003eThe following sections are focused on the potentiality of different methodological practices and methodological considerations in ageing and dementia research. Finally, we placed some thought-provoking recommendations based on our review insights that might guide formulating future research design in this field.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003ePotentialities of different methodological practice in ageing and dementia\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eQualitative studies\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eThe reviewed qualitative studies captured the lived experiences and perceived beliefs of various participants- older adults, PlwD, the general public, health care providers, and caregivers- within their own social context. Differences in perspectives assisted to explore why cultural factors are important and how the caregivers respond to it. For example, traditional caregiving practice has identified the influence of cultural perceptions where the use of language played a crucial role. In addition, the perspectives of caregivers showing how their response to ageing and dementia shapes older adults\u0026rsquo; (with/without dementia) help-seeking and coping strategies. Similarly, the studies aimed at exploring stigma related to ageing and dementia found a relation between social perceptions of dementia and the cultural beliefs of ageing in a given society. The qualitative findings have uncovered some areas that may otherwise be overlooked in ageing and dementia research.\u003c/p\u003e\n\u003cp\u003eHowever, the reliance on a single data collection method in most studies, except two studies [46, 47], has restricted the wide scope of the research field. These studies could benefit from using multiple data collection methods while recommending to future research. This finding supports the claim that using a variety of qualitative methods in researching older adults\u0026rsquo; (with/without dementia) perceptions and experiences is a valuable approach [48].\u003c/p\u003e\n\u003cp\u003eEqually, striking in this review was that a good number of studies depended on relatively small sample size [49-54]. Some of them described sample estimation procedure very loosely where the determination of data saturation (e.g. time and reason for ceasing data collection) was unclear [53, 54]. In addition, the lack of reflexivity, dubious data interpretation, and incomplete transparency of analytic processes made some of the studies difficult to draw a precise conclusion. These studies were more likely to less consistent between their research question(s) and methodology. A resultant concern is that if the steps of methodologic implementation and data analysis procedure is not sufficiently stated, the study findings may not be achieved data comprehensiveness and trustworthiness [55]. So, the methodological principles in qualitative research need to be clearly articulated considering the purposes of research [56].\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eQuantitative studies\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eThe abundance of quantitative approach in reviewed studies delineated its explicit popularity in ageing and dementia research. Findings reported in quantitative studies have provided valuable insight into various aspects of the research field. The studies applied different survey techniques, for example, underlined the importance of public attitudes and stigmatic beliefs related to ageing and dementia [57, 58]. However, the key role of cultural backgrounds that facilitates or obstructs the beliefs and attitudes in society was not clearly defined [59].\u003c/p\u003e\n\u003cp\u003eOur critical analysis further revealed that the conclusive remarks in many of the considered studies demonstrated aggregation bias [60]. That is, the study results often reflect the expectations of the researchers (/authors). Probably that the reason a substantial number of studies have used cross-sectional design [61-63]. The study design has recently been criticized in terms of the value of the advancement of aging theory [64]. Study also argued that cross-sectional design might not be appropriate as age-related characteristics are nonlinear and change over time [65]. Therefore, it is suggested combining \u0026lsquo;between-person differences\u0026rsquo; and \u0026lsquo;within-person rates of change\u0026rsquo; while designing a quantitative study in order to maintain methodological comprehensiveness [66].\u003c/p\u003e\n\u003cp\u003eStudies implemented validated scales either have evaluated the outcomes or determined the effects of interventions. Despite adequate structural validity and internal consistency in some scales (e.g. ADKS, ADQ, SIS), many other scales (e.g. CDR, FSADS, PRISM-PC) may benefit from revisions to improve their content validity. It is worth noting that studies aimed at measuring \u0026lsquo;perceptions\u0026rsquo; or \u0026lsquo;attitudes\u0026rsquo; in ageing research might be inconclusive if other associated dimensions (e.g. stereotypes and prejudice) are overlooked. The intended contextual meanings are important to get a better understanding of such a concept.\u003c/p\u003e\n\u003cp\u003eMoreover, this review found a majority of implemented scales had an intention to measure the degree to which the expected effects have been achieved [67, 68]. It can be, thus, suggested that the scales should have a cross-cultural validation, criterion validity, and responsiveness to the scale prior to the final implementation [69]. The challenges can also be compensated through a sound knowledge of the basic principles of measurement scales [68, 70]; and greater usage of qualitative techniques (in particular, ethnography and unstructured interviews) could be advantageous.\u003c/p\u003e\n\u003cp\u003eQuite a few quantitative studies suffer from the reliability and accuracy of survey data, interpersonal incomparability of survey responses, and the risk of measurement errors. To deal with this problem, a couple of studies anchored the vignette method as a data collection tool apart from the traditional survey practice. Even though vignettes have an advantage for reducing the incomparability of survey results, the method might not be applicable when applying with older adults or PlwD [71]. One considerable reason is the heterogeneity among older adults (with/without dementia) who often encounter challenges related to physical and cognitive functions.\u003c/p\u003e\n\u003cp\u003eIncorporation of diverse groups of individuals (e.g. older adults and PlwD, the general public, care staff, students, and informal caregivers) strengthen many of the quantitative findings where the representative sample size was an issue. Studies lacking a representative sample size may be at risk of presenting a less than optimal product and lessen its impact. In fact, a representative sample is crucial for research on ageing and dementia in order to test hypotheses accurately and draw valid conclusions [33].\u003c/p\u003e\n\u003cp\u003eSimilarly, despite the affluent use of descriptive statistics and logistic regression analysis, a considerable number of studies poorly disclosed how potential problems with missing data were assessed. While it is nearly impossible to achieve complete data capture, quantitative studies can be benefitted from using common missing data methods to avoid incomplete conclusions [37, 72, 73].\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eMixed Methods Studies\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eOnly the quantitative component appears to have been reported in the reviewed mixed methods studies. Thus, the findings from one strand (quantitative) make the study outcome difficult to bring that into meaningful contact. One study, for example, was firm in describing the methodological process whereas the result predominantly reported only quantitative data, and the discussion was ended up without specific direction [74]. Another study, similarly, suffered from a number of limitations such as missing values of variables, non-representative survey sample, considering only a specific type of participants [75]. Findings from such studies make it difficult for other researchers who want to replicate the study design or to implement the study instrument in different contexts.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eMethodological considerations in ageing and dementia research\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eIf age and dementia-related stigma are modeled as dependent on ageing process or diagnosis of dementia, it might be possible to measure the association or correlation between stigma and quality of life outcomes using a structured questionnaire or validated scale [76]. On the other hand, if stigma is investigated using the social constructionist model [77], a qualitative approach can be useful to explore how the participants\u0026rsquo; perceptions are mapped onto conceptualizations of stigma; and to examine the interactions between the older adults or PlwD and other individuals [78]. These are just two examples to understand how a particular approach might guide or place restrictions to explore or measure the studied phenomenon.\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eQualitative approach\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eA qualitative approach has the potential to offer an in-depth view as well as a description of factors that facilitate or impede the associated social perceptions of older adults (with/without dementia) [79, 80]. A growing body of literature has found the method useful in eliciting individual\u0026rsquo;s beliefs, values and attitudes, behavioral practice, meaning and process of ageing and perceptions on dementia [81-85]. This approach can explore the heterogeneous characteristics of older adults where testing a hypothesis might not be a suitable attempt to capture these conceptual phenomena [79, 86]. However, the qualitative methods would not be appropriate if the study\u0026rsquo;s purpose does not match with the research approach [87].\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eQuantitative approach\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eThe purposes of a quantitative approach are to obtain and analyse numerical data to describe, explain, predict, control, or measure the causal interrelationships among variables and phenomenon of interest [88, 89]. This approach is convincing in ageing and dementia research in order to describe the reason for and the extent to which older adults (with/without dementia) differ from or similar to each other [90]. A cross-sectional study, for example, is useful to evaluate the individual differences in the health-related needs of older adults from a single point of time. The findings may, therefore, generate a hypothesis that eventually longitudinal study could test. However, the result might be limited to making causal inference [91]. In addition, it is argued that the quantitative approach reduces behavioral practices to numerical data may not capture the complexity of ageing population and PlwD [90, 92]. Considering the merits and limits, it is important to remember that the value of quantitative studies depends on the choice of appropriate method, the decision about what to measure, and the type of analysis to interpret the findings.\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eMixed Methods approach\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eA mixed-methods approach has advocated in many ageing and dementia studies with accompanying a range of sequential and concurrent strategies [93-96]. The approach is useful in ageing research due to the nature of including fewer missing data, enhancing validity (internal and external), and combining the benefits of generalizability in a single study [96-100]. However, the wording in question, order of questions, time and resources allocations, sample size determination, and consensus on data analysis procedure are few challenges should take into account throughout the study [96, 101, 102]. Therefore, it is important to take into account whether a mixed-methods study adds any value in understanding and interpretations of ageing- and dementia-related issues compared with a purely quantitative or purely qualitative study.\u003c/p\u003e\n\u003cp\u003eThe entire discussion assists us to conclude that quantitative and qualitative approaches represent diverse aspects of a continuum and are not discrete or polar opposites [103]. A quantitative approach might get a preference to answer a precise clinical research question in a highly specific way by controlling extraneous variables [104]. Nonetheless, to know other associated significant factors such as social influence, quality of life, individuals\u0026rsquo; perception is equally important. In this case, a qualitative approach could be useful to explore the meanings of the phenomenon as well as engenders new insights through induction from data [104, 105]. The knowledge acquired from both approaches would allow us to comprehend the real impact of ageing- and dementia-related aspects, and perceptions of the community [1]. A mixed-methods approach, as an alternative, may integrate both qualitative and quantitative evidence in order to provide a more complete understanding of a research problem than either approach alone. Therefore, it can be anticipated that evaluating a phenomenon into a single vision can restrict other prospects that are open to research.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eRecommendations and Future direction\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eThis systematic scoping review clearly highlights substantive and methodologic gaps in the literature that could be benefitted from future research. Accordingly, our review identifies a tendency to use a specific research approach with suboptimal engagement, through limited sampling, of older adults (with/without dementia) within studies. Overall, this gap heightens a critical question of how contemporary studies can provide conclusive knowledge of the diversity of older adults (with/without dementia). Thus, we recommend a more purposeful and broader integration of sub-groups of participants. Cross-cultural multidisciplinary studies could be an asset.\u003c/p\u003e\n\u003cp\u003eMoreover, the traditional research methods in reviewed studies might not be suitable for describing the complexities in the combined field of ageing and dementia [106]. It can be argued that methodological approaches and tools do not need any drastic change; hence, the inclusion of interdisciplinary tools could merit in future research in this field. The base of these recommendations is derived from the understanding of the relative absence of theoretical articulation with implemented methods in the reviewed studies.\u003c/p\u003e\n\u003cp\u003eThe review result, further, suggests developing a more thorough design in a study to capture a wide variety (not only \u0026lsquo;structural\u0026rsquo; but also \u0026lsquo;processual\u0026rsquo; aspects) of the phenomenon that therefore widens and enlarges our notions. Besides that, a methodological tool (e.g. questionnaire, scales, guidelines, checklists) based on the researcher\u0026rsquo;s knowledge might be of benefit for descriptive purposes, could limit scientific value. Therefore, the researcher needs a more riguorous approach to selecting the measurement tools by following validation guidelines and the context in which the tool will be employed. For instance, a specific measure developed for a community setting may not be suitable for use in a clinical setting. Likewise, a validated scale that exclusively developed to examine variations in care needs for older adults (with/without dementia) would allow for comparing typological differences. However, for research that investigates to explore the association between care needs and individuals\u0026rsquo; attitudes and beliefs, an in-depth data collection strategy may be more appropriate. From this perspective, we strongly suggest considering some key aspects in any study setting that are: be purposeful about what information will be gathered, which measurement tool or instrument is consistent with study purpose, and how the knowledge will be utilized.\u003c/p\u003e"},{"header":"Limitations Of The Review","content":"\u003cp\u003eEvery attempt of search of the literature was somewhat exhaustive, thereby, it is possible that some relevant studies still be missing unintentionally. We acknowledge that the dominance of quantitative study might have an influence on the overall discussion. In our viewpoint, the selection procedure may suffer from the reviewers\u0026rsquo; subjective judgements. Adding scientific articles only written in English and peer-reviewed could be recognized as another limitation of the review that would be an important issue to discuss further. However, needless to say, the inclusion of three types of study (qualitative, quantitative, and mixed methods) has extended the scope of this review. In addition, the reference mining of leading journals in the combined field of ageing and dementia has complemented the electronic searches. Finally, the inter-reviewer agreement and the individual full-text screening by the reviewers have strengthened the review process to decrease probable misinterpretations.\u003c/p\u003e"},{"header":"Conclusions","content":"\u003cp\u003eThe indeterminate or inconsistent results and the diverse range of methodological implementations reflected in the reviewed studies make the research area rather disparate and somewhat difficult to interpret. At this point, it might not be an exaggeration to say that the researchers from different disciplines have applied various models using specific techniques to examine or describe a phenomenon related to ageing and dementia while ruling out others. This result signals a need to choose useful research design and methods for particular purposes. However, no research design is optimal for all purposes. Typically, it is the research question that leads the researchers to determine data collection methods. We also agree the interdisciplinary practice may not easily be transposed into the diversified filed of ageing and dementia studies. Nevertheless, the incorporation of interdisciplinary instruments might help to clarify some methodological challenges outlined above; and can then be developed and implemented as suitable data collection tools. Otherwise, the growing ageing community along with a heterogeneous group of PlwD would be excluded and positioned outside the boundary of our understanding.\u003c/p\u003e"},{"header":"Abbreviations","content":"\u003cp\u003eA-ADS: Adolescent Attitudes toward Dementia Scale\u003c/p\u003e\n\u003cp\u003eAARDS: Attitude toward Alzheimer\u0026rsquo;s disease and Related Dementias Scale.\u003c/p\u003e\n\u003cp\u003eADAT: Alzheimer\u0026rsquo;s Disease Awareness Test\u003c/p\u003e\n\u003cp\u003eADKQ: Alzheimer\u0026rsquo;s Disease Knowledge Questionnaire\u003c/p\u003e\n\u003cp\u003eADKS: Alzheimer\u0026rsquo;s Disease Knowledge Scale\u003c/p\u003e\n\u003cp\u003eADKT: Alzheimer\u0026rsquo;s Disease Knowledge Test\u003c/p\u003e\n\u003cp\u003eADQ: Approaches to Dementia Questionnaire\u003c/p\u003e\n\u003cp\u003eAED: Attitudes toward the Elderly with Dementia\u003c/p\u003e\n\u003cp\u003eAQ-9: Attribution Questionnaire-9\u003c/p\u003e\n\u003cp\u003eASS: Affiliate Stigma Scale\u003c/p\u003e\n\u003cp\u003eATA: Attitude toward Aging (subscale)\u003c/p\u003e\n\u003cp\u003eATHCTS: Attitudes Toward Health Care Teams Scale\u003c/p\u003e\n\u003cp\u003eCDR: Clinical Dementia Rating Scale\u003c/p\u003e\n\u003cp\u003eCES: Caring Efficacy Scale\u003c/p\u003e\n\u003cp\u003eCES-D: Center for Epidemiologic Studies Depression Scale\u003c/p\u003e\n\u003cp\u003eDAS: The Dementia Attitude Scale\u003c/p\u003e\n\u003cp\u003eDBD: Dementia Behavior Disturbance Scale\u003c/p\u003e\n\u003cp\u003eDKQ: Dementia Knowledge Questionnaire\u003c/p\u003e\n\u003cp\u003eDSSI: Duke Social Support Index (23-item)\u003c/p\u003e\n\u003cp\u003eFADS: Fear of Alzheimer\u0026rsquo;s Disease Scale\u003c/p\u003e\n\u003cp\u003eFGD: Focus group discussion\u003c/p\u003e\n\u003cp\u003eFMTCS: Farren\u0026rsquo;s Finding Meaning Through Caregiving Scale\u003c/p\u003e\n\u003cp\u003eFSA: Fraboni Scale of Ageism\u003c/p\u003e\n\u003cp\u003eFS-ADS: Family Stigma in Alzheimer\u0026rsquo;s disease Scale\u003c/p\u003e\n\u003cp\u003eFSSS: Family Stigma Stress Scale\u003c/p\u003e\n\u003cp\u003eGDS: Geriatric Depression Scale\u003c/p\u003e\n\u003cp\u003eHADS: Hospital Anxiety and Depression Scale\u003c/p\u003e\n\u003cp\u003eIADL: Lawton Instrumental Activities of Daily Living scale\u003c/p\u003e\n\u003cp\u003eIEQ: Involvement Evaluation Questionnaire\u003c/p\u003e\n\u003cp\u003eLIA: Language in Adulthood (LIA) Questionnaire\u003c/p\u003e\n\u003cp\u003eLSNS: Lubben Social Network Scale\u003c/p\u003e\n\u003cp\u003eMS: Mastery Scale\u003c/p\u003e\n\u003cp\u003ePlwD: People living with Dementia\u003c/p\u003e\n\u003cp\u003ePRISM-PC: Perceptions Regarding Investigational Screening for Memory in Primary Care\u003c/p\u003e\n\u003cp\u003eRMBPC: Revised Memory and Behavior Problems Checklist\u003c/p\u003e\n\u003cp\u003eRSAS: Recreational and Social Activities Scale\u003c/p\u003e\n\u003cp\u003eSCS: Spiritual Coping Strategies scale.\u003c/p\u003e\n\u003cp\u003eSES: Self-Esteem Scale\u003c/p\u003e\n\u003cp\u003eSEWDR: Staff Experience of Working with Demented Residents Scale\u003c/p\u003e\n\u003cp\u003eSEWDRQ: Staff Experience of Working with Residents with Dementia Questionnaire\u003c/p\u003e\n\u003cp\u003eSIS: Stigma Impact Scale\u003c/p\u003e\n\u003cp\u003eZBI: Zarit Burden Interview\u003c/p\u003e\n\u003cp\u003eZBI-SF: Zarit Burden Interview Short Form\u003c/p\u003e\n\u003cp\u003e\u003cem\u003eNote: Cognitive screening tests scale (MMSE) has removed from the list.\u003c/em\u003e\u003c/p\u003e"},{"header":"Declarations","content":"\u003cp\u003e\u003cstrong\u003eEthics approval and consent to participate\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eNot applicable.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eConsent for publication\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eYes\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eAvailability of data and materials\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eSince it is a review based on secondary literature, all data were extracted from scientific databases that are available.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eCompeting interests\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eNo potential conflict of interest was reported by the authors.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eFunding\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eNone\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eAuthors' contributions\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eBoth authors contributed equally\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eAcknowledgements\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003eThe authors would like to express gratitude to Prof. Lars-Christer Hyd\u0026eacute;n for his contribution during the early conceptualization of the review. We are also thankful to the post-doctoral researcher George Pavlidis for his valuable comments in the early version of the manuscript. Authors are indebted to the research team at division ageing and social change for their suggestions in the improvement of the article.\u003c/p\u003e"},{"header":"Reference","content":"\u003col\u003e\n\u003cli\u003eP\u0026eacute;rez-Zepeda MU, Garc\u0026iacute;a-Pe\u0026ntilde;a C, Guti\u0026eacute;rrez-Robledo LM: \u003cstrong\u003eThe Need for Differentiated Research Methodology in Aging\u003c/strong\u003e. In: \u003cem\u003eAging Research-Methodological Issues.\u003c/em\u003e edn.: Springer; 2018: 1-9.\u003c/li\u003e\n\u003cli\u003eOrganization WH: \u003cstrong\u003eWorld report on ageing and health\u003c/strong\u003e: World Health Organization; 2015.\u003c/li\u003e\n\u003cli\u003eAyalon L, Tesch-R\u0026ouml;mer C: \u003cstrong\u003eIntroduction to the section: Ageism\u0026mdash;Concept and origins\u003c/strong\u003e. 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Why We Need More Qualitative Research in the Medical Radiation Sciences\u003c/strong\u003e. \u003cem\u003eJournal of medical imaging and radiation sciences \u003c/em\u003e2014, \u003cstrong\u003e45\u003c/strong\u003e(3):201-203.\u003c/li\u003e\n\u003cli\u003eKeady J, Hyd\u0026eacute;n L-C, Johnson A, Swarbrick C: \u003cstrong\u003eSocial research methods in dementia studies: Inclusion and innovation\u003c/strong\u003e: Routledge; 2017.\u003c/li\u003e\n\u003c/ol\u003e"}],"fulltextSource":"","fullText":"","funders":[],"hasAdminPriorityOnWorkflow":false,"hasManuscriptDocX":true,"hasOptedInToPreprint":true,"hasPassedJournalQc":"","hasAnyPriority":false,"hideJournal":true,"highlight":"","institution":"","isAcceptedByJournal":false,"isAuthorSuppliedPdf":false,"isDeskRejected":"","isHiddenFromSearch":false,"isInQc":false,"isInWorkflow":false,"isPdf":false,"isPdfUpToDate":true,"isWithdrawnOrRetracted":false,"journal":{"display":true,"email":"
[email protected]","identity":"researchsquare","isNatureJournal":false,"hasQc":true,"allowDirectSubmit":true,"externalIdentity":"","sideBox":"","snPcode":"","submissionUrl":"/submission","title":"Research Square","twitterHandle":"researchsquare","acdcEnabled":true,"dfaEnabled":false,"editorialSystem":"","reportingPortfolio":"","inReviewEnabled":false,"inReviewRevisionsEnabled":true},"keywords":"ageism, dementia, PRISMA-ScR, qualitative study, quantitative study, mixed-methods, review.","lastPublishedDoi":"10.21203/rs.3.rs-77451/v1","lastPublishedDoiUrl":"https://doi.org/10.21203/rs.3.rs-77451/v1","license":{"name":"CC BY 4.0","url":"https://creativecommons.org/licenses/by/4.0/"},"manuscriptAbstract":"\u003cp\u003e\u003cstrong\u003eBackground:\u003c/strong\u003e Older adults (with and without dementia) are discriminated against at different social levels and often over-generalized in a stereotypical manner is called ageism. Despite advancements in gerontological research, the methodological implementations in the field of ageing and dementia studies have not been shared equally. This article reports on a systematic scoping review of the emerging methodological trends (use and application of research designs and methods) in this combined field.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eMethods: \u003c/strong\u003eThe study reviewed evidence-based articles published from 2009 to 2018 and indexed in five scientific electronic databases Web of Science, PubMed, Scopus, PsycINFO, and CINAHL complete by following PRISMA-ScR protocol. Both visual scanning of reference lists and hand searching of leading journals were performed in the field of ageing and dementia in order to maximize the search result.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eResults: \u003c/strong\u003eA total of 112 papers were included.\u003cstrong\u003e \u003c/strong\u003eThe review reveals that the predominant form of methodological application was a quantitative design (74.1%) compared to a qualitative (19.6%) and mixed methods (6.2%) in the combined field of ageing and dementia. Furthermore, the data collection instruments mostly used a variety of questionnaire surveys (with and without validated scales) and interviews. Both quantitative, qualitative, and mixed-methods studies have targeted the general public and healthcare professionals by and large, not older adults or people with dementia in particular. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eConclusions: \u003c/strong\u003eThe results have important implications for the methodological advancement of ageing and dementia research, as well as for the development of inter-disciplinary and cross-cultural interventions considering the potentialities and limitations of data collection tools. The study provides a first step towards understanding key aspects in any study setting and recommends to be purposeful about what information will be gathered, which measurement tool or instrument is consistent with study purpose, and how the knowledge will be utilized.\u003c/p\u003e","manuscriptTitle":"Qualitative, Quantitative, or Mixed Methods? A Systematic Scoping Review on Methodological Applications in Ageing and Dementia Studies","msid":"","msnumber":"","nonDraftVersions":[{"code":1,"date":"2020-10-01 16:46:10","doi":"10.21203/rs.3.rs-77451/v1","editorialEvents":[{"type":"communityComments","content":0}],"status":"published","journal":{"display":true,"email":"
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