Epistemologies, methodologies and theories used in qualitative Global North health and social care research: a scoping review protocol

Introduction In qualitative research, there are different approaches to defining and engaging with social reality. Epistemology, as the study of knowledge and knowledge creation, influences the methodologies and theories used by researchers. A growing literature questions the universality of Western...

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Main Authors: Julie Taylor, Caroline Bradbury-Jones, Oliver Rudolf Herber, Cynthia Okpokiri
Format: Article
Language:English
Published: BMJ Publishing Group 2025-07-01
Series:BMJ Open
Online Access:https://bmjopen.bmj.com/content/15/7/e100494.full
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author Julie Taylor
Caroline Bradbury-Jones
Oliver Rudolf Herber
Cynthia Okpokiri
author_facet Julie Taylor
Caroline Bradbury-Jones
Oliver Rudolf Herber
Cynthia Okpokiri
author_sort Julie Taylor
collection DOAJ
description Introduction In qualitative research, there are different approaches to defining and engaging with social reality. Epistemology, as the study of knowledge and knowledge creation, influences the methodologies and theories used by researchers. A growing literature questions the universality of Western-centric and Global North research methodologies and theories and highlights their Western epistemological roots. While Western frameworks are appropriate for Western contexts, it is a fallacy to assume that they represent global realities, thereby marginalising Global South knowledge systems. Thus, the aim of this scoping review is to analyse the underlying epistemologies, methodologies or theories that are evident in qualitative research conducted by researchers from the Global North in their research on, for or with people from the Global South.Methods and analysis The review will be conducted using the Joanna Briggs Institute framework for scoping reviews. A search strategy will be developed to identify published and unpublished literature in CINAHL, Embase, Google Scholar, MEDLINE, ProQuest, PsycINFO and Web of Science. All potential papers will be exported to the reference manager Zotero, and the results will be uploaded to Rayyan. Studies are selected using a three-step process and documented using the Preferred Reporting Items for Systematic Reviews and Meta-Analyses flowchart. The abstracted studies will then be collated using the PAGER framework to identify the patterns, advances, gaps, evidence and recommendations that help to understand the review question.Ethics and dissemination As this is a secondary analysis, our research does not require ethical approval, but we will scrutinise all included studies for inclusion of an ethical approval statement. We intend to share our findings through peer-reviewed international journals and presentations at conferences, as well as collaborating with colleagues in related fields.Study registration The protocol for this scoping review has been registered with the Open Science Framework (https://doi.org/10.17605/OSF.IO/5BUZX).
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spelling doaj-art-073232b9635a4ecdac38d943bf788d602025-08-20T03:30:40ZengBMJ Publishing GroupBMJ Open2044-60552025-07-0115710.1136/bmjopen-2025-100494Epistemologies, methodologies and theories used in qualitative Global North health and social care research: a scoping review protocolJulie Taylor0Caroline Bradbury-Jones1Oliver Rudolf Herber2Cynthia Okpokiri3School of Health Sciences, University of Birmingham, Birmingham, UKSchool of Health Sciences, University of Birmingham, Birmingham, UKDepartment of Nursing Science, Witten/Herdecke University, Witten, GermanySchool of Social Work, University of East Anglia, Norwich, UKIntroduction In qualitative research, there are different approaches to defining and engaging with social reality. Epistemology, as the study of knowledge and knowledge creation, influences the methodologies and theories used by researchers. A growing literature questions the universality of Western-centric and Global North research methodologies and theories and highlights their Western epistemological roots. While Western frameworks are appropriate for Western contexts, it is a fallacy to assume that they represent global realities, thereby marginalising Global South knowledge systems. Thus, the aim of this scoping review is to analyse the underlying epistemologies, methodologies or theories that are evident in qualitative research conducted by researchers from the Global North in their research on, for or with people from the Global South.Methods and analysis The review will be conducted using the Joanna Briggs Institute framework for scoping reviews. A search strategy will be developed to identify published and unpublished literature in CINAHL, Embase, Google Scholar, MEDLINE, ProQuest, PsycINFO and Web of Science. All potential papers will be exported to the reference manager Zotero, and the results will be uploaded to Rayyan. Studies are selected using a three-step process and documented using the Preferred Reporting Items for Systematic Reviews and Meta-Analyses flowchart. The abstracted studies will then be collated using the PAGER framework to identify the patterns, advances, gaps, evidence and recommendations that help to understand the review question.Ethics and dissemination As this is a secondary analysis, our research does not require ethical approval, but we will scrutinise all included studies for inclusion of an ethical approval statement. We intend to share our findings through peer-reviewed international journals and presentations at conferences, as well as collaborating with colleagues in related fields.Study registration The protocol for this scoping review has been registered with the Open Science Framework (https://doi.org/10.17605/OSF.IO/5BUZX).https://bmjopen.bmj.com/content/15/7/e100494.full
spellingShingle Julie Taylor
Caroline Bradbury-Jones
Oliver Rudolf Herber
Cynthia Okpokiri
Epistemologies, methodologies and theories used in qualitative Global North health and social care research: a scoping review protocol
BMJ Open
title Epistemologies, methodologies and theories used in qualitative Global North health and social care research: a scoping review protocol
title_full Epistemologies, methodologies and theories used in qualitative Global North health and social care research: a scoping review protocol
title_fullStr Epistemologies, methodologies and theories used in qualitative Global North health and social care research: a scoping review protocol
title_full_unstemmed Epistemologies, methodologies and theories used in qualitative Global North health and social care research: a scoping review protocol
title_short Epistemologies, methodologies and theories used in qualitative Global North health and social care research: a scoping review protocol
title_sort epistemologies methodologies and theories used in qualitative global north health and social care research a scoping review protocol
url https://bmjopen.bmj.com/content/15/7/e100494.full
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