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. Author manuscript; available in PMC: 2016 May 1.
Published in final edited form as: Qual Life Res. 2014 Aug 26;24(5):1043–1055. doi: 10.1007/s11136-014-0780-y

Table 5.

Examples of data collection challenges concerning research logistics and procedures.

Patient identification and recruitment
  • Unclear how to define eligibility when patient and medical record provide conflicting or inadequate information (e.g., functional status, when first diagnosed with disease)

  • Participants and researchers define inclusion criteria differently, e.g., what defines “heart failure” or cognitively intact?

  • Questions about whether caregiver should be included, especially when patient and caregiver do not get along or have drastically different views of situation

  • Gatekeeping by clinicians or recruitment personnel, resulting in potential selection bias

  • Clinicians insist on being informed of research conducted with patients in their clinic and must buy- in and not be disrupted by the research

  • Participant refusal to participate due to mistrust, lack of perceived benefit, or perceived burden

  • Recruiting done directly by researchers requires special skills, major time demands

Logstical issues
  • Participant agrees to participate, but proves difficult to reach or schedule, sometimes rendering participant ineligible by the time appointment is scheduled

  • Participant (or researcher) forgets or needs to reschedule appointment

  • Participant too sick to participate or was admitted to the hospital, requiring rescheduling or rendering participant ineligible

  • Participant lives or moves far away from research center, rendering them ineligible or increasing burden of data collection

  • Difficulties with transportation to or navigation within research center

  • Travel time for researchers to rural homes in various communities

  • Participant transferred to another facility during study without informing researcher

  • Participant died after initial interview or recruitment

  • Researcher arrives at home but participant absent, forgot about appointment, changes their mind, or too busy to participate

  • Data collection very time-consuming

Maintaining participant privacy and confidentiality
  • Challenges of complying with federal US (e.g., HIPAA) requirements

  • Challenges of navigating local (e.g., institutional review board, clinic) requirements

  • Aliases used but not always remembered by participant

  • Lack of private area in clinic to interview participant

  • Family members, friends, bystanders, or visitors present during interviews

Conflicts with compensation
  • Displeasure with delay between participation and compensation or form of payment

  • Unwillingness to provide social security number for compensation record keeping

  • Mailed check cannot be retrieved or cashed (e.g., if homebound or not using banking institution)

  • Compensation too low for some, very high and potentially coercive for others

  • Participant expects treatment, information, or help in return for participation