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TheThe ‘‘QualitativeQualitative’’ ResearchResearch
Process:Process:
Techniques for ResearchTechniques for Research
Dr Fiona M Beals
Lecture AimsLecture Aims
Review key research methods brought to
qualitative research by ethnographic
designs
Outline the role of the qualitative researcher
Introduce and look at methods of:
– Observation
– Interviews
– Fieldnotes
– Reflective Journaling
ObservationObservation
Why Observe?Why Observe?
To develop a theory
To prove/disprove a theory
Making use of an “opportunity” (Wolcott,
1995)
Provide a thick description to analyse
Provide an instrument of triangulation
(alongside interviewing and fieldnotes)
What to observeWhat to observe
 Interactions
– Between people
– Between people and settings
– Between people and yourself
 Behaviours
– Reactions
– Routines
– Interactions
 The Context/Setting
 The overt and the covert
How?How?
Traditional
– Eyes, pen, and paper
Technological
– Cameras/Video/ICT
Combination
– Trad+Post
– Even the post involves
a level of the traditional
To what degree/levelTo what degree/level
 Four phases of observation
1. Scoping
2. Descriptive
3. Focused
4. Selective
 Each involves a different
focus/depth
Phase One: ScopingPhase One: Scoping
Familisation with the setting
– Setting mapping
– Apparent rules/structures
– General impressions
– Your own reactions
– Any thoughts/hypotheses
A reflexive tool
Jottings and diagrams
Phase Two: DescriptivePhase Two: Descriptive
Detailed descriptions of settings,
interactions, and behaviours
Focuses on questions that can be addressed
through observation
- the inquisitive eye
Uses delimiters and descriptors for current
details and future reference
Phase Two: DescriptivePhase Two: Descriptive
Includes
– Setting description
– Recorded descriptions of events, interactions,
and individuals
– Time intervals
 Points of reference
 Points of description
– Researcher Reflection
Phase Three: FocusedPhase Three: Focused
ObservationObservation
Descriptive observation focusing on
specific descriptive questions:
– Space
– Objects
– Time
– Behaviours
– Individuals
Descriptive QuestionsDescriptive Questions
Space Object Act Activity Event Time Actor Goal Feeling
Space
Object
Act
Activity
Event
Time
Actor
Goal
Feeling From Spradley (1980)
Descriptive QuestionsDescriptive Questions
Space Object Act Activity Event Time Actor Goal Feeling
Space
Object
Act
Activity
Event
Time
Actor
Goal
Feeling
Descriptive QuestionsDescriptive Questions
Space Object Act Activity Event Time Actor Goal Feeling
Space
Object
Act
Activity
Event
Time
Actor
Goal
Feeling
Descriptive QuestionsDescriptive Questions
Space Object Act Activity Event Time Actor Goal Feeling
Space
Object
Act
Activity
Event
Time
Actor
Goal
Feeling
Descriptive QuestionsDescriptive Questions
Space Object Act Activity Event Time Actor Goal Feeling
Space
Object
Act
Activity
Event
Time
Actor
Goal
Feeling
Descriptive QuestionsDescriptive Questions
Space Object Act Activity Event Time Actor Goal Feeling
Space
Object
Act
Activity
Event
Time
Actor
Goal
Feeling
Descriptive QuestionsDescriptive Questions
Space Object Act Activity Event Time Actor Goal Feeling
Space
Object
Act
Activity
Event
Time
Actor
Goal
Feeling
Phase Four: SelectivePhase Four: Selective
ObservationObservation
 The focusing down of ‘focus observations’
 Looks at filling in the gaps
 Providing other dimensions to focused
observations and the phenomenon in question
 Focuses on the specifics
– Individual
– Event
– Behaviour
– Context
Observation and TechnologyObservation and Technology
What are the strengths of involving
technology as an observation tool?
What ‘new’ dilemmas arise from using
technology as an observation tool?
Do paper and pen still have a role to play
alongside technology?
What is this role?
InterviewsInterviews
Research InterviewingResearch Interviewing
 Unstructured
– Conversation
– Central to ethnography
 Semi-structured
– Broad open questions with prompting
– Fits within most qualitative paradigms
 Structured
– Tight questions with limited or already given responses
– Quantitative/positivist research
– Mixed paradigm research
– Technology-based methodologies (phone interviewing,
ICT research)
Unstructured InterviewingUnstructured Interviewing
Conversations in the field
Ideally recorded on tape or after the
research
Requires the researcher to be skilled:
– In holding conversations
– In listening
– In focusing/re-focusing conversations
Requires time
Semi-Structured InterviewingSemi-Structured Interviewing
Guided conversations
Uses broad opening questions which can be
redirected by interviewee or interviewer
Uses verbal prompting
Allows for the development of
conversation/research skills
Generally piloted beforehand
Recorded on tape and on paper
Structured InterviewingStructured Interviewing
Focused conversations
Uses tight questions which require set
responses (sometimes given)
Reflects survey research
Allows for collection of theme-driven data
Requires piloting with similar sample
Recorded on Paper
Interviewing and ParadigmsInterviewing and Paradigms
 Different interviews suit different paradigms of
research
– Where do you think??
 Structured is used most
 Unstructured is used most
 Semi-structured is used most
 Unless theory building most qualitative research
uses semi-structured interviews
 Mixed design uses a mixture of structured and
semi-structured questions
What leads to a goodWhat leads to a good
interviewinterview
 Rapport
– Before the interview
– The first question/opening comments
 Reciprocity
– You shouldn’t be the only one gaining from the interview
 Acceptance of the unexpected
– Unanswered questions
 Self-Confidence
– Practice and faith in oneself
Ann Oakley (1981): TheAnn Oakley (1981): The
Central DilemmaCentral Dilemma
Who holds power in the interview process?
Who gains from research?
What is false about ‘rapport’
in qualitative research
interviewing?
When does the
relationship finish?
FieldnotesFieldnotes
FieldnotesFieldnotes
Sit alongside observations and interviews
Detailed notes and reflections of the field
Three types
– Descriptive
– Methodological
– Reflexive
Occur after/before – rather than during
Descriptive FieldnotesDescriptive Fieldnotes
 Include observations
(scoping, descriptive,
focused, and selective)
 Describe the field –
including maps,
setting descriptions,
and individual
description
Methodological FieldnotesMethodological Fieldnotes
 Reflections on
methodological
approaches being used
 Notes on any changes
to any approach being
used
Reflexive FieldnotesReflexive Fieldnotes
 Journaling of own
learning/experiences/
thoughts throughout the
process
 May sit within or
alongside descriptive and
methodological notes
 Technically seen as
journaling of experience
Leading to the Role of theLeading to the Role of the
Qualitative ResearcherQualitative Researcher
The ReseacherThe Reseacher’’s Roles Role
“Being There”, “Getting Nosy” and “Looking
Over Others’ Shoulders” (Wolcott, 1995)
The ReseacherThe Reseacher’’s Roles Role
Being a learner
– ‘Sucking in’ the atmosphere of the field
– Reflecting on your own experiences
DilemmasDilemmas
What dilemmas and issues to research does
the practice of observation bring?
How can fieldnotes counter these issues and
dilemmas?
What else can the researcher do to ensure
that the story makes sense intrinsically (on
an emic level) and extrinsically (on an etic
level)?
Outside of EthnographyOutside of Ethnography
 Scoping observations are central to making sure
that the research makes sense in itself
 Fieldnotes ensures that researchers are observing
the field and themselves throughout the research
 Fieldnotes allow for the subjective nature of
qualitative research to be acknowledged and, if
necessary, discussed
 Interviews work as a tool of triangulation ensuring
that the story ‘fits’ and makes sense in itself
SummarySummary
The three key methods in qualitative
research are
– Observations
– Interviews
– Fieldnotes
It is important to use more than one (across
or within) to allow for triangulation

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The qualitative process

  • 2. Lecture AimsLecture Aims Review key research methods brought to qualitative research by ethnographic designs Outline the role of the qualitative researcher Introduce and look at methods of: – Observation – Interviews – Fieldnotes – Reflective Journaling
  • 4. Why Observe?Why Observe? To develop a theory To prove/disprove a theory Making use of an “opportunity” (Wolcott, 1995) Provide a thick description to analyse Provide an instrument of triangulation (alongside interviewing and fieldnotes)
  • 5. What to observeWhat to observe  Interactions – Between people – Between people and settings – Between people and yourself  Behaviours – Reactions – Routines – Interactions  The Context/Setting  The overt and the covert
  • 6. How?How? Traditional – Eyes, pen, and paper Technological – Cameras/Video/ICT Combination – Trad+Post – Even the post involves a level of the traditional
  • 7. To what degree/levelTo what degree/level  Four phases of observation 1. Scoping 2. Descriptive 3. Focused 4. Selective  Each involves a different focus/depth
  • 8. Phase One: ScopingPhase One: Scoping Familisation with the setting – Setting mapping – Apparent rules/structures – General impressions – Your own reactions – Any thoughts/hypotheses A reflexive tool Jottings and diagrams
  • 9. Phase Two: DescriptivePhase Two: Descriptive Detailed descriptions of settings, interactions, and behaviours Focuses on questions that can be addressed through observation - the inquisitive eye Uses delimiters and descriptors for current details and future reference
  • 10. Phase Two: DescriptivePhase Two: Descriptive Includes – Setting description – Recorded descriptions of events, interactions, and individuals – Time intervals  Points of reference  Points of description – Researcher Reflection
  • 11.
  • 12. Phase Three: FocusedPhase Three: Focused ObservationObservation Descriptive observation focusing on specific descriptive questions: – Space – Objects – Time – Behaviours – Individuals
  • 13. Descriptive QuestionsDescriptive Questions Space Object Act Activity Event Time Actor Goal Feeling Space Object Act Activity Event Time Actor Goal Feeling From Spradley (1980)
  • 14. Descriptive QuestionsDescriptive Questions Space Object Act Activity Event Time Actor Goal Feeling Space Object Act Activity Event Time Actor Goal Feeling
  • 15. Descriptive QuestionsDescriptive Questions Space Object Act Activity Event Time Actor Goal Feeling Space Object Act Activity Event Time Actor Goal Feeling
  • 16. Descriptive QuestionsDescriptive Questions Space Object Act Activity Event Time Actor Goal Feeling Space Object Act Activity Event Time Actor Goal Feeling
  • 17. Descriptive QuestionsDescriptive Questions Space Object Act Activity Event Time Actor Goal Feeling Space Object Act Activity Event Time Actor Goal Feeling
  • 18. Descriptive QuestionsDescriptive Questions Space Object Act Activity Event Time Actor Goal Feeling Space Object Act Activity Event Time Actor Goal Feeling
  • 19. Descriptive QuestionsDescriptive Questions Space Object Act Activity Event Time Actor Goal Feeling Space Object Act Activity Event Time Actor Goal Feeling
  • 20. Phase Four: SelectivePhase Four: Selective ObservationObservation  The focusing down of ‘focus observations’  Looks at filling in the gaps  Providing other dimensions to focused observations and the phenomenon in question  Focuses on the specifics – Individual – Event – Behaviour – Context
  • 21. Observation and TechnologyObservation and Technology What are the strengths of involving technology as an observation tool? What ‘new’ dilemmas arise from using technology as an observation tool? Do paper and pen still have a role to play alongside technology? What is this role?
  • 23. Research InterviewingResearch Interviewing  Unstructured – Conversation – Central to ethnography  Semi-structured – Broad open questions with prompting – Fits within most qualitative paradigms  Structured – Tight questions with limited or already given responses – Quantitative/positivist research – Mixed paradigm research – Technology-based methodologies (phone interviewing, ICT research)
  • 24. Unstructured InterviewingUnstructured Interviewing Conversations in the field Ideally recorded on tape or after the research Requires the researcher to be skilled: – In holding conversations – In listening – In focusing/re-focusing conversations Requires time
  • 25. Semi-Structured InterviewingSemi-Structured Interviewing Guided conversations Uses broad opening questions which can be redirected by interviewee or interviewer Uses verbal prompting Allows for the development of conversation/research skills Generally piloted beforehand Recorded on tape and on paper
  • 26. Structured InterviewingStructured Interviewing Focused conversations Uses tight questions which require set responses (sometimes given) Reflects survey research Allows for collection of theme-driven data Requires piloting with similar sample Recorded on Paper
  • 27. Interviewing and ParadigmsInterviewing and Paradigms  Different interviews suit different paradigms of research – Where do you think??  Structured is used most  Unstructured is used most  Semi-structured is used most  Unless theory building most qualitative research uses semi-structured interviews  Mixed design uses a mixture of structured and semi-structured questions
  • 28. What leads to a goodWhat leads to a good interviewinterview  Rapport – Before the interview – The first question/opening comments  Reciprocity – You shouldn’t be the only one gaining from the interview  Acceptance of the unexpected – Unanswered questions  Self-Confidence – Practice and faith in oneself
  • 29. Ann Oakley (1981): TheAnn Oakley (1981): The Central DilemmaCentral Dilemma Who holds power in the interview process? Who gains from research? What is false about ‘rapport’ in qualitative research interviewing? When does the relationship finish?
  • 31. FieldnotesFieldnotes Sit alongside observations and interviews Detailed notes and reflections of the field Three types – Descriptive – Methodological – Reflexive Occur after/before – rather than during
  • 32. Descriptive FieldnotesDescriptive Fieldnotes  Include observations (scoping, descriptive, focused, and selective)  Describe the field – including maps, setting descriptions, and individual description
  • 33. Methodological FieldnotesMethodological Fieldnotes  Reflections on methodological approaches being used  Notes on any changes to any approach being used
  • 34. Reflexive FieldnotesReflexive Fieldnotes  Journaling of own learning/experiences/ thoughts throughout the process  May sit within or alongside descriptive and methodological notes  Technically seen as journaling of experience
  • 35. Leading to the Role of theLeading to the Role of the Qualitative ResearcherQualitative Researcher
  • 36. The ReseacherThe Reseacher’’s Roles Role “Being There”, “Getting Nosy” and “Looking Over Others’ Shoulders” (Wolcott, 1995)
  • 37. The ReseacherThe Reseacher’’s Roles Role Being a learner – ‘Sucking in’ the atmosphere of the field – Reflecting on your own experiences
  • 38. DilemmasDilemmas What dilemmas and issues to research does the practice of observation bring? How can fieldnotes counter these issues and dilemmas? What else can the researcher do to ensure that the story makes sense intrinsically (on an emic level) and extrinsically (on an etic level)?
  • 39. Outside of EthnographyOutside of Ethnography  Scoping observations are central to making sure that the research makes sense in itself  Fieldnotes ensures that researchers are observing the field and themselves throughout the research  Fieldnotes allow for the subjective nature of qualitative research to be acknowledged and, if necessary, discussed  Interviews work as a tool of triangulation ensuring that the story ‘fits’ and makes sense in itself
  • 40. SummarySummary The three key methods in qualitative research are – Observations – Interviews – Fieldnotes It is important to use more than one (across or within) to allow for triangulation