Training Session 2: Challenges in the Field Peter Davis Strategies for Addressing Challenges in the Field

1. Strategies for addressing
challenges in the field
Peter Davis, Chiara Kovarik, Katie
Sproule

2. Potential challenges in the field
• sensitive topics
• research that could lead to harm to research
participants or others
• complex or abstract topics
• other practical challenges
• some approaches, strategies, principles

3. Sensitive topics and potential harm
• Deeply personal or private subjects or experiences;
• Potential harm or danger to researcher or respondents, or others;
• Subjects that may cause emotional responses - e.g. trauma, anger, grief,
shame, regret, embarrassment;
• Uncovering situations that may create create conflict, involving vested
interests, dominance, coercion - e.g. domestic violence, patron-client
relationships, powerful gatekeepers;
• Research that may uncover illegal activities - e.g. violent crime, dowry;
• Social stigma or taboo subjects - e.g divorce, forms of illness or disability,
stigmatized occupations, deviance, social control; death, sex, infidelity;
• Things that are sacred, or that can be profaned, disrespected or cause
offence;
• Information that could affect funding of projects, career prospects, reveal
corruption, incompetence, failure;
• Biased information - on success of projects, undermining rivals, avoiding
difficulties.

4. Complex or abstract topics
• Contexts that are difficult to understand
• Complex causes – some research questions
are impossible to answer definitively
• Some topics involve understanding a different
world view from your own
• Language gaps create challenges

5. Empowerment: a complex topic
For example:
Lukes’ Dimensions of power: From ‘Power: A
Radical View
1) Decision making
2) Agenda setting
3) Preference formation

6. Other challenges
• Managing participant expectations and
assumptions
• Working with reluctant participants
• Practical difficulties in arranging interviews
• Compensation for participants
• Researcher safety - in travel and accessing
research sites

7. Discussion exercise
With a partner discuss for 4 minutes any
challenging fieldwork situations you have faced.
Discuss what you did, or could have done, to
help overcome the problem.
One of you may summarize the issues raised
briefly in the plenary discussion time.

8. Some general principles
• Rapport and trust can build within a longer interview;
• Setting is important;
• Explain research aims clearly;
• Prepare interviewees in advance;
• Start with straightforward, factual questions;
• Interview questions should be as simple and concrete as
the topic allows;
• Set the tone, encourage recall of detail, concrete examples;
• Be aware of the power dynamics in research relationships:
status difference, knowledge, official persona, actual or
perceived influence of researchers, gender, foreign or local
status.

9. Interview formality
• Unstructured interviews are more
challenging with interpreters
• Elite interviewees (govt. officials) may
prefer more structured interviews
• Local expectations – people may expect a
formal interview due to previous
experience or norms around treatment of
outsiders

10. Interview setting
• In people’s homes?
• Are there others present?
• Interviews in the workplace – pros and
cons
• Be aware of dangerous places
• Gender issues –women interviewing men
and vice-versa
• Timing is important – for atmosphere,
formality, availability, daily, seasonal
demands

11. Asking questions and recording
• Don’t interrogate or fire questions
• Allow people time to shape their responses
• Relax. Ask people if they are comfortable, have eaten etc.
• Don’t ask sensitive questions at the start of an interview
• Open the interview with uncomplicated factual questions
• Try to ask open-ended questions to prevent short answers but also
help people to remember and to develop their ideas
• Be prepared for emotional responses and decide what to do when
they happen
• Give the respondent the opportunity to ask you questions
• Recording is useful
– For analysing vocabulary, forms of expression, crosschecking etc.
– Is also useful for adding your own ‘dictated’ notes after the interview –
personal observations, how the interview went, non-verbal
communication, setting etc.
– But can inhibit responses
• Allow for discussion after the recorder is switched off

12. Interview types and styles
• Chronological interviews can allow difficult subjects to arise
more naturally;
• Focus groups - can allow difficult subjects to be discussed
within the security of a group; but not without risks if the
discussion of a sensitive topic becomes specific or personal;
• Be prepared for interviews that won’t work well – practice
interviews, formal situations, checklists;
• Using thought experiments and counterfactuals - sometimes
being an outsider can be useful – if you create a learner -
explainer relationship; What would happen if … ? Why did he
do that …?
• Vignettes;
• Checking how questions are understood – recapping,
cognitive testing, cross-checking;
• Use diagrams, props, ranking exercises - take photos of
diagrams, audio-record ranking discussions;

13. After the interview
• Off the record - sometimes the most valuable insights are given off
the record, after an interview or by other people - it is useful to
have a fieldwork diary or make notes on the interview.
• Multiple visits can allow checking and follow up on findings;
• Discuss interviews with other researchers - learn and adjust;
– Within researcher focus groups and debriefs and be useful when
working in a team;
• Minimize risk of physical or psychological harm to researchers and
analysts;
– Allow time and money to debrief, discuss safety, contingency
arrangements, emergencies.
• Protect information
– Be aware of where the 'data' will/ could go. If a funding
organization needs data, allow time to anonymise data in the
budget. Can participants be identified? Will trust be betrayed?
Can respondents clearly understand what they are consenting
to? How does consent relate to power dynamics?