InícioNúmeros47VariaGrounded Theory and Social Media:…
Dada a crescente influência das plataformas de mídia social, é essencial estabelecer uma estrutura de pesquisa que incorpore uma abordagem qualitativa e utilize a grounded theory (GT) para entender os fenômenos associados aos dados e conteúdo das mídia sociais. Este estudo teve como objetivo classificar o uso da GT em pesquisas envolvendo mídia sociais durante o processo de investigação. Por meio de uma revisão sistemática baseada nas principais abordagens do método, foi analisada a aplicação dos procedimentos da GT em 22 artigos que abordam conteúdos relacionados a mídia sociais. Esses estudos foram classificados como “hard”, “medium” ou “light”, com base no nível metodológico de detalhes. Os resultados das análises demonstraram que o uso da GT de forma hard e medium ocorreu em nove artigos cada e quatro aplicaram o método de maneira light. A GT é mais comumente usada como uma ferramenta de análise de dados do que para desenvolvimento de teoria. Em alguns casos, os autores forneceram apenas detalhes metodológicos parciais e, por vezes, as descrições não eram claras, comprometendo potencialmente a transparência e o rigor da pesquisa qualitativa. Este estudo encoraja os pesquisadores a refletir sobre o processo de GT e promove a aplicação do método na pesquisa em mídia social, ao discutir processos e necessidades. Também informa os pesquisadores sobre os desafios da aplicação de GT em pesquisas relacionadas à mídia social. Ao fornecer uma estrutura alternativa robusta para análise de critérios, buscamos dar suporte ao desenvolvimento de novas teorias substantivas ou formais e à codificação sistemática de dados, fomentando estudos futuros que contribuam para a disseminação da GT como um método. A aplicação da GT a dados de mídia social continua sendo um campo pouco explorado, com potencial significativo para investigação posterior.
DOI: 10.17231/comsoc.47(2025).5950
Submitted: 10/09/2024 | Accepted: 17/03/2025
1According to estimates, the volume of data created and stored on the internet is growing five times faster than the global economy, with an average production of approximately two megabytes per person per second (Andre, 2023). A significant portion of this data originates from social media, which has become an important source for scientific research. This shift presents researchers with the challenge of adopting new approaches to analyze and interpret the world through data.
2For an understanding of the human and socio-historical dimensions of social media content, qualitative research has emerged as a valuable advancement beyond purely quantitative approaches (Lanka et al., 2021). In this context, the grounded theory (GT) method has gained increasing popularity across various fields of study, as it enables the investigation of social phenomena and the development of comprehensive explanatory theories on how these phenomena occur (Corbin & Strauss, 2015). GT serves as both a methodological approach for constructing theories and a technique for theory elaboration (Murphy et al., 2017). The use of GT in qualitative research is justified by its foundational principle that theoretical concepts emerge from data collected during the research process rather than being predetermined. Furthermore, data collection and analysis are interdependent (Corbin & Strauss, 2015).
3GT has become important in this field, as research on social media is relatively new and lacks new theories that explain and account for its diversity (Bittencourt, 2017). According to Strauss and Corbin (1998), this approach provides a distinctive methodological framework not found in other qualitative research, balancing flexibility and rigor to develop substantive theories that emerge directly from the analyzed data or content.
4This theory enables the development of new theories and goes beyond merely collecting and analyzing data to verify or falsify theoretical models or pre-existing theories. Instead, it facilitates the rigorous construction of theories with strong explanatory power for the phenomena under study (Tarozzi, 2008/2011). Its procedures allow researchers to explore topics and related behaviors from multiple perspectives, leading to the development of comprehensive explanations (Corbin & Strauss, 2015).
5The new discourses, habits, concepts, and products emerging on social media, as well as the increase in interaction that occurs within them, may not align with or be supported by existing theoretical models (Bittencourt, 2017). Therefore, given the growing influence of social media platforms, it is essential to establish a research framework that incorporates a qualitative approach and leverages GT to understand the phenomena associated with social media data and content. In this context, the proposed research question is: how have studies on social media applied the GT method?
6The objective of this study was to classify the use of GT in research involving social media within the investigation process. We conducted data searches using the Web of Science (WoS) and Scopus databases. We categorized the studies into three groups — “hard”, “medium”, and “light” — based on the methodological level of detail provided. Our aim was not to critique the selected studies or align with a specific epistemological stance (interpretivist or constructivist) within GT but rather to analyze and classify the extent to which the works describe the use of the method. The proposed classification emphasizes the application of GT rather than discussions on social media, which serves as the scope for this investigation. This classification framework can also be applied to assess GT usage across various research fields.
7Based on this classification, the study provides a comprehensive overview of the application of GT in social media research and offers suggestions to improve the method’s transparency and rigor. These suggestions draw on discussions of key processes and essential steps for the effective application of GT and provide valuable support for researchers exploring the dynamics of social media. This study offers a robust framework for developing new theories, advancing the understanding of social media phenomena, and contributing to the continuous refinement and dissemination of the method.
8The classification presented in this article helps clarify the use of GT by assessing the level of transparency in academic studies that claim to employ the method in social media research but fail to outline its procedural steps clearly. This approach enhances qualitative research by promoting methodological rigor and distinguishing between studies that applied GT for theory development and those that used it as a research technique inspired by or supported by its analytical procedures. Misrepresenting the use of GT may create confusion in the literature about what genuinely constitutes research based on this method, weakening its application and allowing studies that do not adhere to its fundamental principles to be mistakenly regarded as references. Thus, this study clarifies the distinction between GT as a theory-building methodology and its use as a set of methodological techniques (a toolbox), encouraging greater transparency and accuracy in its application and the communication of results. Finally, we present reflections on methodological choices and provide recommendations for researchers.
9Qualitative research is a multi-method inquiry that employs an interpretive and naturalistic approach when studying phenomena within their natural environments (Gephart, 2004). The choice to conduct qualitative research is driven by the intent to go beyond existing knowledge, immerse oneself in the participants’ experiences, observe their world from their perspective, and, in doing so, make discoveries that contribute to the development of empirical knowledge (Corbin & Strauss, 2015).
10GT is a comparative analysis method designed to develop a theory grounded in systematically collected and continuously analyzed data, with the aim of constructing a theory rooted in empirical evidence. GT procedures are conducted to build a well-integrated set of concepts that provide a comprehensive view of the social phenomena under study (Corbin & Strauss, 1990). The method originated in 1967, and while its fundamental structure has remained unchanged since its initial application, specific procedures have been adapted at certain stages as the method evolved in practice. Several researchers have established different approaches based on new interpretations, with the main ones being the classic approach by Barley Glaser, the Straussian by Anselm Strauss, and the constructivist by Kathy Charmaz (Tarozzi, 2008/2011). The primary distinction among these approaches lies in the researcher’s level of engagement and the influence of their theoretical framework during the theorization process (Correa & Gosling, 2020). The first approach, introduced by Glaser and Strauss (1967), marks the origin of the method and stipulates that researchers should refrain from adopting pre-existing theoretical concepts when constructing GT, allowing for a more objective analysis uninfluenced by prior literature. The second approach, proposed by Strauss and Corbin (1998/2008), argues that grounded theorization should not be developed in isolation from professional and academic literature but rather used to enhance and advance the theory construction instead of limiting it. The third and final approach, by Charmaz (2006/2009), considers the role of theoretical grounding in shaping the researcher’s perspective and adopts a philosophical, constructivist stance, advocating for the integration of literature at all stages of the research to support theory construction.
11The evolution of the method can shed light on new perspectives regarding the object of study, fostering the refinement and/or transformation of established theoretical views (Locke, 2001). This enables fresh insights into longstanding problems while also facilitating the exploration of emerging areas requiring investigation (Corbin & Strauss, 2015).
12GT follows systematic, though flexible guidelines for collecting and analyzing data to construct theories “grounded” in this data (Charmaz, 2006/2009). The result of research using GT is a theory — a well-reasoned, comprehensive, coherent, and systematic interpretation that effectively explains the studied reality (Tarozzi, 2008/2011). Theories developed using GT can be classified as either “formal” or “substantive”. Formal theories are broader and more abstract, making them less specific to a particular group or place (Corbin & Strauss, 2015). In contrast, substantive theories are closely tied to empirical or substantive areas of investigation, providing explanations within a specific context (Glaser & Strauss, 1967).
13Researchers must approach GT with caution, adhering to flexible rather than rigid or structured guidelines (Corbin & Strauss, 1990, 2015; Morse et al., 2016). When employing this design in research, it is crucial to follow specific procedures, as their implementation can determine whether the method is being appropriately implemented (Suddaby, 2006; Timonen et al., 2018), directly influencing the research’s rigor and overall quality (Corbin & Strauss, 1990, 2015).
14The main characteristics of GT are: (a) data collection and analysis are interrelated processes; (b) sampling proceeds on theoretical grounds; (c) concepts are basic units of analysis; (d) categories must be developed and related; (e) analysis makes use of constant comparisons; and (f) writing theoretical memos (Corbin & Strauss, 1990, 2015). Additionally, GT is characterized by the exploration of processes, theoretical sampling, the simultaneous collection and analysis of data, constant comparison at all levels of analysis, coding through data, concept development, and memo production (Tarozzi, 2008/2011).
15Figure 1 provides an overview of GT processes based on the main approaches.
Figure 1. Grounded theory process
Note. Adapted from Tarozzi, 2008/2011, p. 60, based on Strauss and Corbin (1998/2008), Corbin and Strauss (2015) and Charmaz (2006/2009)
16The process of constructing a GT is fluid and dynamic (Corbin & Strauss, 2015). It begins with identifying a research area and formulating an initial research question, followed by determining the appropriate data collection instruments. Once these steps are completed, field access leads to theoretical sampling, which involves seeking and gathering data relevant to the development of the emerging theory while creating and refining categories (Charmaz, 2006/2009).
17Data collection and analysis are interrelated processes. As soon as the first data are collected, analysis begins, initiating the stages of data coding (Strauss & Corbin, 1998/2008). The analysis process relies on constant comparisons to identify patterns and variations within data, allowing for the extraction of concepts and the development of categories (Corbin & Strauss, 2015).
18Memoranda — written records of analyses — should be maintained throughout the analysis process and are essential for theory development (Strauss & Corbin, 1998/2008). These records can vary in type and format, including coding notes, theoretical reflections, and operational memos. They capture the products of coding stages, reflections, considerations, and other issues related to the data, as well as directions and operational reminders relevant to theoretical construction (Corbin & Strauss, 2015; Strauss & Corbin, 1998/2008).
19In the final stages of the investigation, as the results are written, the researcher returns to the literature to make comparisons and confirm (or challenge) the interpretation of the data (Corbin & Strauss, 2015). This phase allows for assessing whether a concept derived from the data aligns with or contradicts existing literature. Based on the research findings, the study can extend, validate, and refine knowledge within the field (Corbin & Strauss, 2015).
20The final procedures of GT involve validating and evaluating the developed theory by integrating it into the analytical process, which seeks to verify and confirm data interpretations (Corbin & Strauss, 2015). There is no single standard for executing this stage. Researchers may present the findings to informants for feedback on whether they accurately represent their reality or if any important aspects are missing. Additionally, they can compare the theory with raw data and conduct comparative analyses, among other validation methods (Corbin & Strauss, 2015).
21Several areas have adopted GT, utilizing different data sources, with interviews being the most common. In social media, analyses have gained traction due to the volume of available data, its accessibility, and growing academic interest. Social media presents both a valuable research opportunity and a rich source of insights (Sharma, 2022), as findings derived from its content can open avenues for further exploration (Syrdal & Briggs, 2018).
22The advent of web 2.0 gave rise to social media, fundamentally transforming how software developers and end users interact with the world wide web (Nicolas Alarcón et al., 2018). According to Kaplan and Haenlein (2010), social media encompasses “a group of Internet-based applications that build on the ideological and technological foundations of Web 2.0, and which allow the creation/exchange of user-generated content” (p. 61).
23Social media can be understood as a network linking the internet with channels of instant communication, enabling people to express their thoughts and share them collectively. It encompasses a broad spectrum of online communication forms, including blogs, discussion forums, company-sponsored chat rooms, emails, websites (created by users and companies), news platforms, download sites, collaborative platforms (e.g., Wikipedia), social networking sites (e.g., Facebook, MySpace, etc.), professional networks (e.g., LinkedIn), content-sharing platforms (e.g., YouTube), photo-sharing sites (e.g., Instagram, Flickr), and microblogging services (e.g., X; Nicolas Alarcón et al., 2018).
24Using social media as a data source in GT presents a significant challenge due to the vast amount of accessible and shareable data and the potential to generate theory-based insights that enhance the understanding of emerging phenomena and possible transformations of previously studied ones. According to Bonfim (2020), little attention has been given to the applications of GT in the new digital era. This underscores the importance of qualitative research that leverages the opportunities provided by data available on the internet, offering a distinct approach by utilizing social media as a source of information.
25Halaweh (2018) and Bonfim (2020) proposed a series of steps to integrate social media and digital sources into the GT method. According to the authors, effectively incorporating these resources requires careful consideration of key steps to ensure the robustness of the research, given the diverse opportunities and challenges inherent in theoretical construction within this specific scenario.
26We conducted this research using the Scopus and WoS databases in November 2023. The search criteria included only peer-reviewed scientific articles with no restrictions on the publication period. For the title or keyword fields, we used the descriptors: (“social network” or “social media”) and “grounded theory”. In Scopus, we limited the research area to business, while in the WoS, we focused on business economics and social sciences. We considered only empirical articles, as theoretical studies did not operationalize GT during the research process and, therefore, provided no elements for analysis. Additionally, the selected studies had to incorporate social media as part of their investigation.
27The search yielded 47 articles — 19 from WoS and 28 from Scopus — with 10 duplicates, resulting in 37 articles for review. We imported the data into BibTex (.bib) format for processing in bibliometrix using RStudio (https://www.r-project.org/). Thus, we were able to leverage Biblioshiny, a free statistical and graphical computation software that provides a suite of tools for quantitative bibliometric research (Aria & Cuccurullo, 2017). In the next step, we downloaded the articles for reading and analysis; however, six articles remained inaccessible through any available means, even after contacting the authors.
28After reading and analyzing the 31 articles, we excluded nine of them: one theoretical article and eight that did not use social media in the investigation process, leaving 22 articles for analysis. The study focused on the application of the GT method in research involving social media, and we classified the studies as “hard”, “medium”, or “light” (Table 1). In constructing quality criteria focused on transparency and replicability in qualitative research, Aguinis and Solarino (2019) proposed procedures for assessing the potential to replicate studies based on the available information. In this line and drawing inspiration from their model, we established criteria to classify the studies using GT, referencing Corbin and Strauss (1990, 2015), Strauss and Corbin (1998), Charmaz (2006/2009), and Tarozzi (2008/2011).
Table 1 Classification and description of grounded theory criteria
Classification
Criteria
Hard
The authors of these studies highlighted most of the fundamental characteristics of grounded theory (GT). They indicated the development of a theory or theoretical/conceptual model based on collected data, favoring an in-depth understanding of the phenomenon in question.
Key characteristics:
Clear justification for using GT — provides a well-defined rationale for choosing the method;
Comprehensive coding process — details the coding process, explaining how data were organized and categories emerged;
Use of constant comparative method — describes how data are continuously analyzed to refine categories;
Application of analytical tools — presents evidence of the reflective process;
Emergent theory — develops a theory grounded in the data;
Methodological rigor criteria — explains how validity and reliability were ensured in the analysis, including theoretical saturation;
Citation of key grounded theory scholars — references Glaser, Strauss, Charmaz, and Corbin, aligning with a specific approach.
Medium
The studies employed certain stages of GT without fully applying the method to construct a theory or detailing all procedural steps.
Key characteristics:
Underdeveloped method — mentions the use of GT but lacks clarity on the rationale for choosing the method and how it was conducted;
Partial use of coding — applies only part of the coding process, such as open coding;
Lack of constant comparison — limited clarity on whether data comparisons were conducted interactively;
Theoretical saturation not demonstrated — fails to explain how and why researchers determined that the data collection was sufficient;
Limited theoretical output — presents a theoretical model without demonstrating relationships between categories or how the theory emerged from the data;
References to GT without a defined approach — lacks methodological alignment with a specific approach within the method.
Light
Studies claim to use GT, but there is a lack of concrete evidence of its application or failure to follow its fundamental guidelines.
Key characteristics:
Generic claim of using GT — mentions the use of GT but does not explain how it was applied;
Partial or absent coding — does not describe the data coding process;
Constant comparative method — fails to address the comparison process;
Lack of evidence for analytical tools — does not present records of analytical procedures;
Theoretical saturation not demonstrated — no explanation of how or why researchers determined that data collection was sufficient;
Absence of theory — does not construct a theoretical model; GT is applied as a technique rather than as a method;
Superficial references to GT — cites key GT scholars but do not engage with fundamental concepts.
29Given that the goal of GT is to develop a theory based on empirical data, the hard classification is appropriate for studies that demonstrate theory development. In contrast, the medium and light classifications do not indicate theory development, often focusing instead on describing the investigated phenomenon using GT tools. The distinction between these latter classifications lies in the level of methodological detail presented in the selected papers.
30Although replication is contradictory in qualitative research, transparency in the application of the method is important, particularly regarding the level of detail. After presenting the proposed classification, we outline the most commonly used approaches, key findings, and recommendations for researchers.
31The 22 papers were published between 2011 and 2022, with the highest number in 2021 (six) and 2022 (three). Based on their methodological application of GT and content related to social media, we classified them as “hard”, “medium”, or “light” (Table 2).
Table 2 Classification of grounded theory utilization level
Authors
Classification
Vaast and Pinsonneault (2022)
Hard
Cowan and Horan (2021)
Hard
Hu et al. (2021)
Hard
Huang et al. (2021)
Hard
Barber and Bettez (2020)
Hard
Nguyen et al. (2020)
Hard
Barré (2017)
Hard
Bridges and Hofacker (2016)
Hard
Davis et al. (2014)
Hard
Jenkins and Cramer (2022)
Medium
Li and Voida (2022)
Medium
Kazemian and Grant (2021)
Medium
Liu et al. (2021)
Medium
Williams et al. (2019)
Medium
Lauricella and Pankhurst (2018)
Medium
Bolat et al. (2016)
Medium
Grover et al. (2016)
Medium
Torabian and Arai (2013)
Medium
Kalhour and Ng (2016)
Light
Lai and To (2015)
Light
Leonard and van Zyl (2014)
Light
Lagrosen and Josefsson (2011)
Light
32Nine articles qualified as “hard”. Among them, Barré (2017), Hu et al. (2021), and Vaast and Pinsonneault (2022) were the only studies indicating theory development, though without specifying whether it was substantive or formal. The remaining studies developed frameworks, models, or theoretical concepts. They explored different themes and contexts using GT to deepen the understanding of phenomena related to social media.
33Hu et al. (2021) adopted GT procedures for qualitative data collection through interviews, followed by data coding and content analysis. As a result, they developed a theory on how individuals evaluate value both rationally and non-rationally when making decisions regarding the use of social media.
34Barber and Bettez (2020) identified behavioral patterns and communicative techniques used by lawyers when in instant messaging. The authors applied GT procedures, such as open, axial, and selective coding, as well as constant comparison and process coding, to integrate emerging concepts into categories and constructs. Their analysis aligned with previous findings in existing literature, expanding on prior findings and revealing behavioral patterns. Consequently, they developed a theoretical model representing the investigated phenomenon.
35Bridges and Hofacker (2016) sought to understand how the adoption of innovative technologies in service organizations impacts interactions between individuals in information technology and other functional areas. The authors noted that GT helped clarify the research need more effectively. Their adopted method included in-depth interviews, followed by open, axial, and selective coding, culminating in theoretical saturation. The results identified five distinct categories, led to the formulation of propositions, and resulted in the development of a theoretical model.
36Barré (2017) developed a theory to identify the potential determinants of conformity within the close networks of young respondents. The author emphasized that comparing different populations enabled the identification of conformity determinants common to these groups, resulting in theory generation. As part of the research, informants responded to a survey interview entitled Facebook: Its Sources of Satisfaction and Consumption. The author underscored that theory production involves a theoretical interpretation of empirical results, which remains open to discussion within the existing literature.
37Huang et al. (2021) investigated donation behavior in medical crowdfunding as a charitable practice in China across the WeChat, Facebook, and X platforms. They conducted interviews with the donors and adopted the GT approach to collect data, code responses, and develop key categories. This process led to the creation of a theoretical model identifying the factors influencing users’ donation behavior on social networks.
38Nguyen et al. (2020) conducted semi-structured interviews with Vietnamese women who maintain active accounts on Facebook. After reaching data saturation, they developed a model and theoretical concepts to understand how the audience perceives and presents itself on the platform. The authors termed the main category that emerged from the interview analyses as “self-presentation techniques”, highlighting the highly strategic approaches adopted by participants when presenting themselves on Facebook.
39Cowan and Horan (2021) applied the constructivist approach of GT to develop a model for understanding the use of information technologies in romantic relationships in the workplace. The authors detailed the interviews and analyzed the data. During the process, they generated memos, conducted constant comparisons (identifying categories, comparing them with new data, adjusting and refining emerging categories based on new data, and comparing again), and applied open and axial coding.
40Davis et al. (2014) used the GT approach to develop a conceptual model called the “five sources model”. This model consists of a set of propositions that explain consumers’ motivations when interacting with brands in a social media community. The authors employed techniques such as constant comparison, data triangulation, and the use of theoretical memos to create categories at the conceptual level.
41Vaast and Pinsonneault (2022) developed a new theory on social media and work by conducting a qualitative single-case study using the constructivist method of GT. They did not specify whether the theory they developed was substantive or formal. According to Charmaz (2006/2009), each of the criteria for GT must be in the investigation: credibility, originality, resonance, and utility. The analytical process included various interactions between the data and theory development.
42Nine articles employed GT procedures, and we identified specific characteristics of the method that provided a certain level of detail regarding their application, enabling replication. However, there is no indication of theory or theoretical/conceptual model development.
43Williams et al. (2019) employed GT tools to explore men’s perceptions and reactions on Pinterest, such as constant comparative analysis and line-by-line coding. The authors provided details of how they selected the participants. However, they did not aim to generate a theory and highlighted that certain tools, such as sampling and theoretical saturation, were not applied in the study. By employing only some tools specific to GT, Williams et al. (2019) identified three main categories, revealing men’s perceptions and reactions to participating in an online consumption space dominated by women.
44Lauricella and Pankhurst (2018) investigated firefighters’ use of social media to educate the public on fire safety and prevention. They noted the use of both inductive and deductive processes, incorporating initial, axial, and theoretical coding. The rigorous practice of GT revealed seven overarching themes.
45Bolat et al. (2016) explored how business-to-business companies use mobile social media in the advertising and marketing sector in the United Kingdom. They conducted interviews and subsequently performed visual and thematic analyses of the content presented on company blogs, Facebook pages, and X. They employed three stages of coding: constant comparison, theoretical sampling, and simultaneous data collection and analysis, using NVivo software. The study provides insights into social media practices using mobile technology for business-to-business companies.
46Liu et al. (2021) employed GT procedures for data analysis. The study explored data security in crowdsourcing projects and examined the role of trust theory in its management. They adopted simultaneous data collection and analysis, comparative incident studies, the development of analytical categories, memo writing, and theoretical sampling.
47Grover et al. (2016) investigated the impact of social media on women’s self-image perception. The authors used GT to analyze the data obtained through focus group discussions. By adopting open coding, they categorized the statements and established relationships through constant comparison, resulting in emerging findings. Further refinement of the data led to the identification of patterns, contributing to the development of emerging themes aligned with existing theoretical literature.
48Torabian and Arai (2013) analyzed posts on international travel blogs to understand tourists’ perceptions of souvenir authenticity. They used the constructivist approach for data analysis, providing details on the process of initial (line-by-line), axial, and focused coding, as well as theoretical sampling and saturation. The data analysis revealed seven key themes.
49The study conducted by Kazemian and Grant (2021) investigated the factors influencing the use of enterprise social networking systems by seekers and providers of knowledge. GT was employed to analyze empirical data from posts obtained in Microsoft Yammer and a focus group. The researchers used detailed initial, focused, and theoretical coding processes.
50Li and Voida’s (2022) investigation aimed to understand how nonprofit organizations are incorporating social media into their public relations practices. They used GT to analyze data from the interviews. The authors emphasized their involvement in an iterative analytical process of GT, alternating between interview data and research literature.
51Jenkins and Cramer (2022) used GT to analyze tweets posted on the Racism Watchdog account. The authors examined the nature of the content by employing screenshots as a digital and antiracist surveillance tool, detailing the process of analyzing tweets through GT. They identified four themes as a result of the case study.
52Four articles provided limited details regarding the use of GT, making replication unlikely. There is no indication of theory development or the creation of a theoretical/ conceptual model.
53Lai and To (2015) employed GT to identify Macau’s destination image. The authors did not detail the specific GT procedures adopted, focusing on the content and lexical analysis of the data.
54Similarly, Kalhour and Ng (2016) used the GT approach to explore the virtual consumption behaviors of gamers on social networks. Although they provided details on how they conducted the interviews, the only specific procedure mentioned was related to theoretical sampling for selecting participants, with no reference to other GT procedures.
55Leonard and van Zyl (2014) employed GT exclusively for document analysis, focusing on identifying concepts and categories. They did not provide information on other GT procedures, such as the approach adopted or the type of coding used. As a result, the authors developed a conceptual framework incorporating data from previous research by other authors. The creation of a conceptual framework under these conditions did not allow for a “hard” classification.
56In conducting empirical research to investigate social media marketing from the perspective of entrepreneurial learning, Lagrosen and Josefsson (2011) conducted in-depth interviews with 10 companies of various sizes and sectors. They analyzed the collected data using methods inspired by GT by employing a constant comparison technique. The authors did not provide additional details on how they conducted GT-based analysis.
57Another result of the analysis pertains to the most prominent authors of GT and the most commonly utilized approaches in the sample of analyzed articles (Table 3).
Table 3 Authors and approaches
Authors and approaches
Studies Referencing the Approaches
Number
Strauss and Corbin (1998, 2008)
Barber and Bettez (2020); Davis et al. (2014); Grover et al. (2016); Hu et al. (2021); Jenkins and Cramer (2022); Lai and To (2015)
6
Charmaz (2009)
Nguyen et al. (2020); Cowan and Horan (2021); Torabian and Arai (2013);
Kazemian and Grant (2021); Li and Voida (2022); Vaast and Pinsonneault (2022)
6
Glaser and Strauss (1967)
Barré (2017); Kalhour and Ng (2016); Lagrosen and Josefsson (2011); Liu et al. (2021)
4
Glaser and Strauss (1967); Charmaz (2009)
Lauricella and Pankhurst (2018)
1
Glaser and Strauss (1967);
Corbin and Strauss (1990, 2015)
Bolat et al. (2016)
1
Charmaz (2009); Braun e Clarke (2013)
Williams et al. (2019)
1
Creswell (2013); Walker e Myrick (2006)
Bridges and Hofacker (2016)
1
Do not mention the approach
Huang et al. (2021); Leonard and van Zyl (2014)
2
58The most frequently employed approaches in six articles each were Strauss and Corbin (1998, 1998/2008), also known as “full conceptual description” (Tarozzi, 2008/2011), and Charmaz’s constructivist approach. Subsequently, we identified the classic approach by Glaser and Strauss (1967) as having a significant incidence (four articles). Three of the analyzed studies did not explicitly mention the adopted approach.
59In the panorama of the analyzed studies, interviews and focus groups were present in 14 as part of the data collection or as a complement to social media data. Procedures not commonly associated with GT were used; Hu et al. (2021) delineated the use of GT tools and indicated the application of content analysis, as did Lai and To (2015). Liu et al. (2021) and Leonard and van Zyl (2014) considered case studies a research strategy.
60The studies utilized numerous social media platforms, with Facebook (11) and X (nine) being the most frequently used and often associated with other media. Grover et al. (2016) and Leonard and van Zyl (2014) did not specify which media they used in their investigations; however, the theme of social media and social networks remains central to the research. There is a recognition of the vast potential for expanding the use of social media data as a resource for GT development, especially for theory generation. The analyses revealed a limited adoption of software for qualitative data analysis, with only four studies reporting the use of specific tools for this purpose.
61Regarding the operationalization of the method, there is a recognized need for a more thorough discussion of methodological aspects to ensure scientific rigor, particularly when employing a qualitative approach with GT. The predominance of medium and light classifications reflects this practice. Given the use of GT use, the rigor of qualitative research depends on the clarity, detail, and transparency of the actions undertaken throughout the study, assuring the qualification and validation of each stage and, ultimately, the GT model. Furthermore, a lack of transparency in the GT processes remains evident, as highlighted by Aguinis and Solarino (2019) in their discussion of qualitative research.
62Other studies have referenced this method at various stages. The coding stage was the most frequently employed process, spanning the classical, Straussian, and constructivist approaches. Approximately half of the studies highlighted a constant comparison of the data and theoretical sampling. Barré (2017), Hu et al. (2021), and Vaast and Pinsonneault (2022) stand out for the clarity and rigor in executing the GT process.
63Analysis of the studies revealed numerous challenges for researchers in conceptualizing and applying GT. Although established procedures for GT contribute to standardization and rigor, superficially, superficial application can compromise research integrity. The studies reference Strauss and Corbin, indicating the use of the Straussian approach, followed by the classic approach developed by Glaser and Strauss and Charmaz’s constructivist perspective. Notably, two studies did not specify the GT approach employed.
64GT has also aimed to develop theories in psychosocial contexts through comparative analyses, enabling the construction of a theory solely driven by the desire to explore a specific area or context without presenting a preliminary hypothesis. A defining feature of GT is the continuous and systematic process of data collection and analysis to generate and verify results (Bittencourt, 2017). However, most of the analyzed studies did not clarify how this process unfolded. The data used in the research reflect the knowledge and behavior of individuals within a particular context, requiring the researcher to apply precise criteria in data collection and analysis, thereby representing lived experiences through a theory.
65This research does not aim to adhere to a specific epistemological stance (interpretivist or constructivist) associated with GT but rather seeks to provide an analysis and classification based on the transparency of information in the methodological description, particularly regarding the processes of analysis and result construction. Some of the analyzed studies demonstrated the use of the method in partially way, mentioning only some necessary procedures for its application. In research employing the GT method to build theory, it is expected that, upon completing the analysis of results and revisiting the literature, existing gaps will be identified and explained (Corbin & Strauss, 1990).
66Based on these analyses, we highlight several reflections on this method. The first pertains to the time required for its development, as GT demands extensive work without strict time constraints. The second concerns the method’s operationalization. While GT yields rich and in-depth results through a deductive, inductive, or abductive process, its lengthy and iterative stages can cause anxiety for researchers. However, abstraction is essential for the data to mature.
67The third reflection concerns the researcher’s role in the process. The researcher plays a fundamental role in selecting study elements, exercising patience throughout the method’s execution, demonstrating sensitivity during analyses and category identification, and upholding ethical standards. The final reflection addresses the method’s potential and inherent risks (Corbin & Strauss, 1990). In terms of potential, GT enables a closer alignment between empirical data and reality, offering new perspectives by allowing researchers to look beyond existing theories without being confined to predefined frameworks. However, the method also presents risks, particularly in its complex operationalization, from defining research elements to developing a theory grounded in the data. This process demands significant time and dedication from researchers. Another critical risk factor is the researcher’s ethical stance throughout all phases. As Harley and Cornelissen (2020) argue, rigor is an emergent quality of reasoning; qualitative researchers derive inferences from data and establish criteria to reflect on and enhance rigor in their work.
68The application of GT requires a detailed procedure to ensure rigor, transparency, reliability, and quality in research — an aspect that several studies in this review did not adequately address. GT is a systematic research method structured in multiple steps, employing an iterative process of constant data comparison to describe and explain a phenomenon. While researchers have flexibility in developing this method, they carefully follow key steps outlined in the main GT approaches.
69One possible strategy is to adopt structured frameworks for conducting GT studies in social media research, such as those proposed by Halaweh (2018) and Bonfim (2020). Regarding GT as a method, the guidelines presented by Corbin and Strauss (1990, 2015), Strauss and Corbin (1998), Charmaz (2006/2009), and Tarozzi (2008/2011), among others highlighted in Figure 1, are recommended. The method allows for the application of its procedures and stages both in developing a formal or substantive theory and in the early stages of research, relying solely on the coding process to systematize categories without formalizing a theory.
70To enhance the rigor of qualitative research, the model proposed by Gioia et al. (2013) provides a structured protocol outlining a series of coding steps that enable researchers to derive GT from qualitative data. Ketokivi and Mantere (2021) applied Toulmin’s argumentative structure model to empirical management research, identifying four types of assurances: theoretical, inferential, procedural, and contextual. According to the authors, explicitly articulating these assurances and their underlying supports paves the way for a more comprehensive understanding of how to structure and justify arguments, ultimately contributing to greater research rigor.
71Aguinis and Solarino (2019) addressed transparency-related issues that may compromise research development and provided recommendations through 12 transparency criteria and their corresponding measures. According to the authors, these criteria can serve as a framework for evaluating previously published qualitative research and as a guiding tool for future research employing qualitative methods.
72Rigor in data analysis is a widely discussed topic in social media studies, and GT provides methodological rigor when applied comprehensively. This method aims to understand a given context by identifying, developing, and relating concepts within a specific research phenomenon. The discussions presented seek not only to fulfill the research objective but also contribute to the broader dissemination of GT as a method for investigating social media.
73GT is well-suited for understanding how actors construct meaning through intersubjective experiences (Suddaby, 2006). Its primary objective is to explore social processes and examine how the multiplicity of interactions generates variations within these processes (Heath & Cowley, 2004). These aspects underscore its significance and relevance in research, provided that the methodological rigor and transparency recommended in the GT literature are upheld. Moreover, GT provides structured steps that facilitate the systematization of information, the hierarchical organization of data, and a meticulous description that ensures transparency in data collection and analysis (Corbin & Strauss, 2015).
74This method offers a structured approach to establish relationships between studied phenomena that lack theories or explanations, thereby contributing to knowledge development in a given field. Accomplishing this goal requires adherence to specific procedural steps, as outlined in Figure 1. Researchers employing GT are encouraged to document the steps undertaken clearly, specify whether the objective is to construct theory or code data, and explicitly define the chosen approach to enhance transparency.
75Previous studies have highlighted both recommendations and limitations related to using social media content. A positive aspect is the credibility of raw data, as direct access from the social media platform eliminates transcription bias. However, ethical considerations are crucial, particularly regarding users and post anonymity and whether the researcher should inform social media users about data collection. Another limitation concerns restricted access to data, which may affect the representativeness of the analysis corpus in relation to the studied phenomenon.
76Regarding the use of social media content in research, few studies effectively leverage data from social media as a source for GT development. Instead, researchers frequently rely on user interviews and other techniques, such as visual content analysis and focus groups. Additionally, most studies did not mention the use of software during the analysis stage. Employing appropriate qualitative analysis software can enhance transparency and provide a more structured approach to data analysis.
77The limitations of this study include the choice of only two databases, which restricts the analysis to the content of the selected articles and reflects the epistemological positions of the journals regarding the qualitative method.
78We hope that this study encourages researchers to reflect on the GT process and promotes the method’s application in social media research by discussing processes and needs. We recommend expanding future studies to other databases and exploring different areas with varied epistemological stances. Additionally, this study aims to inform researchers about the challenges of applying GT in social media-related research. By providing a robust alternative framework for criteria analysis, we seek to support the development of new substantive or formal theories and systematic data coding, fostering future studies that contribute to the dissemination of GT as a method. Finally, given the advancements in artificial intelligence tools, we suggest incorporating data-linked content to broaden discussions on this topic while addressing the challenges and limitations identified.
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Erlaine Binotto, Lidiane Parron Gonçalves, Fernanda Évilin de Jesus Fortunato Lima, Noellen Silva Amorim Feuser, Maricel Karina Lopez Torres, Victor Fraile Sordi, Camila Magalhães da Cunha e Paulo Cristiano de Oliveira, «Grounded Theory and Social Media: Are Methodological Practices Hard, Medium or Light?», Comunicação e sociedade, 47 | 2025, 1-23.
Erlaine Binotto, Lidiane Parron Gonçalves, Fernanda Évilin de Jesus Fortunato Lima, Noellen Silva Amorim Feuser, Maricel Karina Lopez Torres, Victor Fraile Sordi, Camila Magalhães da Cunha e Paulo Cristiano de Oliveira, «Grounded Theory and Social Media: Are Methodological Practices Hard, Medium or Light?», Comunicação e sociedade [Online], 47 | 2025, posto online no dia 22 maio 2025, consultado o 02 fevereiro 2026. URL: http://journals.openedition.org/cs/15194
Erlaine Binotto is a doctor and master in Agribusiness at the Federal University of Rio Grande do Sul, a professor in the Post-Graduation Program in Agribusiness and Business at the Federal University of Grande Dourados/Brazil.
ORCID: https://orcid.org/0000-0002-0349-4566
Email: erlainebinotto@ufgd.edu.br
Address: Federal University of Grande Dourados, Rodovia Dourados – Itahum, Km 12, Dourados, Brazil
Lidiane Parron Gonçalves is a doctor in Business at the Federal University of Mato Grosso do Sul, a master in Public Business at the Federal University of Grande Dourados, and a manager at the Federal University of Mato Grosso do Sul, Campo Grande/Mato Grosso do Sul.
ORCID: https://orcid.org/0000-0003-3041-6229
Email: lidianeparron@gmail.com
Address: Federal University of Mato Grosso do Sul, Cidade Universitária, Av. Costa e Silva – Pioneiros, MS, Brazil
Fernanda Évilin de Jesus Fortunato Lima is a doctor in Agribusiness at the Federal University of Grande Dourados, a master in Accounting at the Federal University of Mato Grosso do Sul, and a professor at the same university, Nova Andradina/Mato Grosso do Sul.
ORCID: https://orcid.org/0000-0003-0448-7656
Email: fernanda_evilin@hotmail.com
Address: Federal University of Mato Grosso do Sul, Avenida Rosilene Lima Oliveira, 64 – Jardim Universitário, Nova Andradina – MS, Brazil
Noellen Silva Amorim Feuser is a doctor student in Business at the Federal University of Mato Grosso do Sul, a master in Regional and Production Systems Development at the State University of Mato Grosso do Sul, and a professor at the same university, Campo Grande/Mato Grosso do Sul.
ORCID: https://orcid.org/0000-0002-7321-3125
Email: noellen@uems.br
Address: State University of Mato Grosso do Sul, R339+GH – Rod. Dourados-Itahum, 12 – Dourados, MS, Brazil
Maricel Karina Lopez Torres is a doctor in Engineering and Knowledge Management from the Federal University of Santa Catarina, a master in Production Engineering, and a professor at the Senac Faculty, Florianópolis/Brazil.
ORCID: https://orcid.org/0000-0003-3373-250X
Email: profe.maricel@gmail.com
Address: Senac Faculty, R. Silva Jardim, 360 – Centro, Florianópolis – SC, Brazil
Victor Fraile Sordi is a doctor in Engineering and Knowledge Management from the Federal University of Santa Catarina, a master in Agribusiness at the Federal University of Grande Dourados, and a professor at the Federal University of Mato Grosso do Sul, Naviraí/Mato Grosso do Sul.
ORCID: https://orcid.org/0000-0002-1689-1587
Email: victor.sordi@ufms.br
Address: Federal University of Mato Grosso do Sul, MS-141, 04, Naviraí – MS, Brazil
Camila Magalhães da Cunha is a doctor in Agribusiness at the Federal University of Grande Dourados, a master in Zootechnics at the same university, and an employee at the Federal Institute of Mato Grosso do Sul, Dourados/Mato Grosso do Sul.
ORCID: https://orcid.org/0000-0002-4297-4001
Email: camis.cunha@hotmail.com
Address: Federal Institute of Mato Grosso do Sul, R. Filinto Müller, 1790 – Canaã I, Dourados, MS, Brazil
Paulo Cristiano de Oliveira is a doctor in Engineering and Knowledge Management from the Federal University of Santa Catarina, a master in Business at the Federal University of Rio Grande do Sul, and a professor at the Paula Souza Center Education, São Paulo/Brazil.
ORCID: https://orcid.org/0000-0002-0806-1022
Email: paulo2007oliveira@gmail.com
Address: Paula Souza Center, CEETEPS, Fatec Zona Leste, SP, Brazil
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