健康科学领域常用混合方法研究复杂设计的应用场景与实施要点

doi:10.12114/j.issn.1007-9572.2026.0143

中国全科医学 ›› 2026, Vol. 29 ›› Issue (32): 4695-4699.DOI: 10.12114/j.issn.1007-9572.2026.0143

• 中国全科医学研究方法学专题系列（三） • 上一篇下一篇

健康科学领域常用混合方法研究复杂设计的应用场景与实施要点

褚红玲¹^,², 闫碧轩³, 尹学珺⁴, 刘逸舒⁵, 周云仙⁶, 孙昕霙³, 詹思延¹^,²^,³^,^*()

1．100191　北京市，北京大学第三医院临床流行病学研究中心
2．100191　北京市，重大疾病流行病学教育部重点实验室(北京大学)
3．100191　北京市，北京大学公共卫生学院
4．330031　江西省南昌市，南昌大学公共卫生学院
5．211166　江苏省南京市，南京医科大学公共卫生学院
6．310053　浙江省杭州市，浙江中医药大学护理学院

收稿日期:2026-05-29 修回日期:2026-08-19 出版日期:2026-11-15 发布日期:2026-10-10
通讯作者: 詹思延
作者贡献：
褚红玲负责文章的构思与设计、论文撰写；闫碧轩、尹学珺、刘逸舒负责研究资料的收集与整理；周云仙、孙昕霙负责论文修订与审阅、质量控制及审校；褚红玲、詹思延对文章整体负责，监督管理。
基金资助:
国家自然科学基金青年项目(82404387); 国家卫生健康委能力建设和继续教育中心慢病管理研究课题(GWJJ-MB202510023014); 北京医卫健康公益基金会医学科学研究基金项目(YWIKIIHKYJI-KXLCHX005); 北京市自然科学基金项目(7262172)

Complex Mixed Methods Research Designs in Health Sciences: Application Scenarios and Implementation Considerations

CHU Hongling¹^,², YAN Bixuan³, YIN Xuejun⁴, LIU Yishu⁵, ZHOU Yunxian⁶, SUN Xinying³, ZHAN Siyan¹^,²^,³^,^*()

1. Research Center of Clinical Epidemiology, Peking University Third Hospital, Beijing 100191, China
2. Key Laboratory of Epidemiology of Major Diseases(Peking University), Ministry of Education, Beijing 100191, China
3. School of Public Health, Peking University, Beijing 100191, China
4. School of Public Health, Nanchang University, Nanchang 330031, China
5. School of Public Health, Nanjing Medical University, Nanjing 211166, China
6. School of Nursing, Zhejiang Chinese Medical University, Hangzhou 310053, China

Received:2026-05-29 Revised:2026-08-19 Published:2026-11-15 Online:2026-10-10
Contact: ZHAN Siyan

摘要/Abstract

摘要： 混合方法研究在健康科学领域的应用日益广泛，通过整合定性与定量研究方法，能够更全面深入地回答复杂的研究问题。随着循证医学、实施科学和以患者为中心的医学研究不断发展，混合方法研究的应用场景愈发多元，研究问题也愈发复杂，在三种核心设计即解释性序列设计、探索性序列设计和聚敛式设计的基础上，对复杂设计类型的需求随之增加。本文系统梳理了五类在健康科学领域常用的混合方法研究复杂设计类型，包括多阶段混合方法研究、干预性混合方法研究、迭代型聚敛式混合方法研究、纵向混合方法研究以及工具开发与验证混合方法研究，结合案例介绍各类设计的概念内涵、适用场景及实施要点，旨在为相关领域研究者开展复杂混合方法研究提供方法学参考。

关键词: 混合方法研究, 复杂设计, 纵向混合方法研究, 干预性混合方法研究, 多阶段混合方法研究

Abstract:

Mixed methods research (MMR) has been increasingly applied in the field of health sciences. By integrating qualitative and quantitative research methods, MMR promote researchers to address complex research questions in a more comprehensive and in-depth manner. With the development of evidence-based medicine, implementation science, and patient-centered medical research, the application of MMR have become increasingly diverse, and research questions have grown more complex. Beyond the three core mixed methods designs, including explanatory sequential design, exploratory sequential design, and convergent design, there is a growing need for more complex design types. This article systematically reviews five types of complex mixed methods designs commonly used in health sciences, including multiphase mixed methods research, intervention mixed methods research, iterative convergent mixed methods research, longitudinal mixed methods research, and mixed methods research for instrument development and validation. By incorporating illustrative cases, this article introduces the conceptual foundations, applicable scenarios, and key implementation considerations of each design type, aiming to provide methodological guidance for researchers conducting complex mixed methods research in related fields.

Key words: Mixed methods research, Complex design, Longitudinal mixed methods research, Intervention mixed methods research, Multiphase mixed methods research

褚红玲,闫碧轩,尹学珺,等. 健康科学领域常用混合方法研究复杂设计的应用场景与实施要点[J]. 中国全科医学, 2026, 29(32): 4695-4699. DOI: 10.12114/j.issn.1007-9572.2026.0143.
CHU Hongling,YAN Bixuan,YIN Xuejun, et al. Complex Mixed Methods Research Designs in Health Sciences: Application Scenarios and Implementation Considerations[J]. Chinese General Practice, 2026, 29(32): 4695-4699. DOI: 10.12114/j.issn.1007-9572.2026.0143.

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健康科学领域常用混合方法研究复杂设计的应用场景与实施要点

Complex Mixed Methods Research Designs in Health Sciences: Application Scenarios and Implementation Considerations

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