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Quantitative research
measuring things that can be counted using predetermined categories that can be treated as interval or ordinal data —> used for statisical analysis
essential for the overview = using numbers we can describe trends
Qualitative research
focuses on peoples experiences and the meaning they place on events, processes and structures of their normal social setting
gives detail = emotional, non rational, biases
positivism
assumes reality is objectively observable
interpretivism
assumes that reality can only be made accessible through social constructions
Ontology
the nature of the social world and what can be known about it
3 positions:
Realsim = a would exists outside of us, Reality is real, but our views
may differ
Materialism = Only physical things, if its not physical, its not really real
Idealism = Reality only exists through our minds
Epistemology
the study of knowledge
2 ways to obtain knowledge
Induction = Evidence is used to establish a conclusion (specific idea
→ general conclusion)
Deduction: Evidence is used to support a conclusion (general idea
→ specific conclusion)
Functions of qualitative research
1. Contextual (concept): to describe the form or nature of something that exists
2. Explanatory (explanations); to examine the reasons for or associations between something that exists
3. Evaluative (does it work): assessing the effectiveness of something that exists
4. Generative (new ideas): supporting the development of theories, settings, or actions
Naturally ocurring data
data that exists in the real world, not created by the researcher
Generated data
data created through interaction between researcher and participants
Snapshot (single research episode) studies
studies that involve only one episode of field work
Longitudanal qualitative research studies
more than one episode of data collection.
2 broad forms:
Panel studies: same people are interviewed more than once over time —> micro-level change
Repeat sross sectionals studies: same questions, same type of survey, run again and again over time — but DIFFERENT people each time. —> macro level change
Population
the set of elements about which a researcher wants to make statements
probablitity sampling
sample elements are chosen randomly
non-probability sampling
sample elements are deliberately chosen so they represent certain characteristics
statistical representation
choosing sample elements that are representative of the population
symbolic representation
a sample represents and symbolizes the relevant characteristics
4 ways Non probability sampling can be conducted
purposive sampling
theoretical sampling
convienience sampling
opportunistic sampling
purposive sampling
selecting a criteria based on a particular criterion
2 goals:
Make sure every relevant criterion is covered
Make sure there is diversity so the impact of one characteristic can be examined
A variety of approaches:
● Homogeneous sample: cases have the same characteristics → get a detailed picture of a particular
phenomenon
● Heterogeneous sample: cases vary greatly from one another → identify central themes that apply to
different cases
● Extreme case sample: cases are unusual or special → learn about a phenomenon by looking for exceptions
● Intensity sample: ases are a good representation of the phenomenon of interest → learn about a
phenomenon by looking at extreme cases of the phenomenon
● Typical case sample: cases have characteristics that fall into the “average” or “normal” category → detailed
profiling
● Stratified purposive sample: groups are selected that are homogenous to each other but themselves are
heterogeneous → compare subgroups
● Critical case sample: cases demonstrate a phenomenon dramatically or are critical in the delivery of a process
→ critical to the understanding of the phenomenon
theoretical sampling
a specific type of purposive sampling in which a researcher selects sample elements based on their potential contribution to the development of theoretical constructs
The process is iterative: the researcher selects an initials ample, analyses the data, and selects a subsequent sample to expand their findings
This process is repeated until the researcher reaches theoretical saturation: no new insights can be gained from a new sample, nothing more can be added to the theory
opportunistic sampling
involves the researcher taking advantage of opportunities that arise during the fieldwork The researcher takes a flexible approach and forms the sample based on the context of the field work
Convenience sampling
involves the researcher choosing the sample based on ease of access
● Sample elements that are within easy reach are chosen
● Does not include a clear sampling strategy
Issues to consider when choosing sample size
Population heterogeneity
2. The number of selection criteria
3. The extent to which criteria must be nested
○ Nesting: controlling the representation of one criterion with another
4. Special groups to be intensively studied
5. Multiple samples in one study
6. Type of data collection method
7. Budget and resources
parent population
the population from which the sample is to be drawn
multistage design
the study population is located within a collective organizational unit
two types of sampling frame
existing sources
Administrative records
published lists
survey samples
Generate a new sample
Household screen = approach households and interview briefly to find out if it contains an individual who is part of the target group
Use organizations that provide services to the population or represent the population
Snowball sampling = you find a few people who fit what you need, and ask THEM to refer you to more people like them. Those new people refer you to even more. It grows like a snowball rolling downhill
Flow populations: individuals approach at a specific location
unstructured data collection
involves a broad agenda which maps the issues to be explored across the sample, but the order, wording, and way in which they are followed up will vary considerably between interviews
semi-structured data collection
where the interviewer asks key questions in the same way each time and does some probing for further information, but this probing is more limited than in unstructured data collection
Interview guide(aide-memoire)
a tool to improve the consistency of data collection
techniques to help participants express themselves:
Enabling techniques = use visuals or descriptions to help people talk
Great for making complex or hidden feelings come out
Good for when people don’t know how to explain what they feel
Projective techniques = use a stimulus, and the person projects their feeling onto it
best for sensitive or unconscious topics
Enabling and projective techniques are used to overcome 4 barriers
1. Knowledge barrier: person doesn’t know how to explain something (it’s unconscious)
2. Rationality barrier: person gives a logical answer instead of an emotional one
3. Inaccessibility barrier: person doesn’t want to say something
4. Politeness barrier: the respondent gives a socially desirable answer
Four enabling techniques
1. Vignette: brief description of a particular circumstance, person, or event → paints a picture of the moment or person → basis for discussion
2. Card sorting: respondent is asked to sort through a number of written or visual examples of issues
3. Giving information or showing written material: when the discussion is not going well or when respondents don’t know much about the topic
4. Mapping emergent issues: noticing the emergent issues and showing them to the group
5 projective techniques
1. Association techniques (word association and brand personality)
2. Completion procedures (sentence completion and brand mapping)
3. Construction techniques (indirect questions and fill in speech bubbles)
4. Expressive methods (drawing and role playing)
5. Choice-ordering (q-sort)
Benefits of projective techniques:
● Get past defense mechanisms
● Gain access to information
● Entice respondents to make thoughtless, unrationalized responses → elicitation technique
Disadvantages of projective techniques
● Takes time
● Interrupt the discussion
● Can easily be misunderstood
● Group members may have literacy or vision problems
structured interview
pre formulated questions very few open questions, minimal role of the interviewer
advantage: consistency across interviews
Disadvantages:
interviewer cant talk freely
New, unforseen aspects aare overlooked
Unstructured interviews
open ended questions, very few pre formulated questions
Advantages:
Interviewee can talk freely
new unforeseen aspects can emerge
Disadvantages:
Interviewee not talkative = too little info
Interviewee very talkative = too much info
Hard to maintain consistency
Semi structured interviews
predetermined open ended questions, some pre formulated questions, some control over direction and content of discussion
Advantages:
Best of structured/unstructured interviews
minimize risks, cost efficient, easy(ish)
Disadvantages:
limited ability of participant to recall
Limited ability of researchers to ask right questions
Interviewees role
to give fulsome answers, to provide more depth when probing questions are asked, to reflect and to think, to raise issues they see as relevant, but which are not directly asked about
Interviewers role
That of a facilitator, to enable the interviewee to talk about their feelings, views, and experiences
2 Interviewer roles
Task oriented skills: organize the interview to reach your research goal (reliable data for research)
Relation oriented skills: create an atmosphere where the interviewee is willing o provide you with valid/relevant data
task oriented interviewer advantages/disadvantages
Advantages:
Keeps the interview structured and on-topic
Makes data comparable across interviews
Disadvantages:
Risk of feeling like an interrogation if overdone
Can shut down spontaneous, unplanned insights
relation oriented interviewer advantages/disadvantages
Advantage | Disadvantage |
|---|---|
Builds trust → interviewee opens up, gives richer/more honest answers | Risk of losing structure — conversation drifts off-topic |
Surfaces unexpected, valuable information you didn't plan to ask about | Harder to keep data consistent/comparable across interviews |
2 steps to write a good interview guide
1. Topic based guide: consists of a list of areas and issues the interviewer wants to hear about
2. Question based guide: outlines expected content of the interview in terms of a series of questions the interviewer intends to ask
Interview Guide Format
Interview guide: A. Introduction
The guide must include an introduction:
● Background information such as:
○ Info about yourself
○ Objective of the interview, why the interview
○ Why the participant was selected and how you were referred to them
○ The institution / organization responsible for the interview
○ Recording permission and plans to use GenAI → does the interviewer agree
● Results:
○ How the interview will be processed into a final report & who are the report’s readers
● Factual information about the interview
○ Type of information you want
○ Amount of time to conduct the interview
○ What will be done with the data & the recordings
○ Ethical concerns → informed consent, confidentiality, anonymity
Interview guide: B. Topics and subtopics
★ Research questions ≠ interview questions
● You select 3 topics → for each topic:
○ give an opening question (content mapping questions)
○ identify 2 - 4 subtopics (content mining questions)Interview guide:
C. Closure
● Introduce termination of the interview
● Express your gratitude
● Repeat possible arrangements for a follow-up (eg. sending transcript, copy of your final report)
● Ask for the interviewee’s impression of the interview (optional)
Content mapping questions
questions that capture the breadth of the topic
types of content mapping questions
Ground mapping questions: first questions asked to open a topic —> broad questions
Dimension mapping questions: get respondent to focus more narrowly —> structure and guide
Perspective widening questions: allow interviewer to broaden respondents’ perspective —> encourage further thought
Content mining questions
designed to discover details within each dimension
types of content mining questions
● Amplification probes: encourage respondents to go deeper into something
● Exploratory probes: aimed at discovering underlying feelings and thoughts for descriptions, behaviors, events, or experiences → ask about consequences and effects of behavior
● Explanatory probe: go deeper into the “why” behind things
● Clarificatory probes: search for more clarity by:
○ Ask for clarification of terms, language, details, consequences
○ Testing a POV
○ Continue to ask questions when there are inconsistencies
probes
follow up questions designed to reveal more information or explanation
Open question
A question that allows a full, detailed answer, often starts with what, where, how, who, or why.
Closed question
A question that can be answered with only yes or no
choice question
A question that asks the respondent to choose between two or more options
Neutral question
A question that does not suggest any answer or opinion, it invites an unbiased response
Leading/suggestive question
A question that pushes the respondent toward a certain answer, often showing the interviewers bias
Rhetorical question
A question that does not expect an answer because the answer is obvious or implied
Advantages and disadvantages of question types
Intended effect | Unintended effect | |
Open | Detailed / thoughtful responses → deeper insights / exploration of opinions & experiences | Too broad or vague → off-topic answers / confusion about how to respond. |
Closed | Quick & direct way to confirm facts / clarify a specific point. | Limits depth & does not encourage elaboration, → miss important insights. |
Choice | Focus the response by narrowing down options → easier to compare perspectives | Restrictive if provided choices don’t capture interviewee’s true opinion / response falls out of given options |
Neutral | Unbiased and open responses without directing the participant toward a particular answer. | If not clear, the respondent may still interpret an implicit bias or struggle to articulate their answer. |
Leading / suggestive | Subtly influences the respondent toward a certain response (useful if trying to confirm hypothesis) | Can introduce bias → answer less authentic → potentially skewing research results. |
Rhetorical | Reinforces a point or assumption rather than genuinely seeking information. | Can be dismissive → respondent feel like their answer is already predetermined or irrelevant. |
4 criteria for evaluating an interview answer
1. Valid: is what the interviewee thinks and says the same
2. Complete: checking if the answer contains all the information there could possibly be
3. Relevant: the answer provides the information the interviewer would like to elicit
4. Clear: are you sure you know what the interviewee means?
if not met = probe
focus group
researcher led group discussion as a form of data collecting
Advantages: Direct access to real opinions, attitudes, beliefs
Disadvantages:
Time consuming and expensive
Som participants too dominant
Point of attention: interviewer moderating style
Delphi method
The Delphi Method is a structured way to gather expert opinions. It involves a step-by-step process:
1. The researcher sends a question to a group of experts.
2. Experts give their individual responses.
3. The researcher summarizes all the answers and sends that summary back to the group.
4. Experts then react to the summary, possibly changing their views.
5. This cycle repeats until there is consensus or no new ideas appear (saturation)
Group processes and stages of a focus group
1. Forming: where the group comes together and there is uncertainty and chaos
2. Storming: where the roles are divided, and the goal is clear
3. Norming: where the standard is set, and the roles are clear
4. Performing: where the task is performed
5. Adjourning / mourning: where the group breaks up
Observation
the act of noticing a phenomenon and recording it for scientific purpose
Types of observational research
1. Complete observer: researcher is completely detached from the setting
○ Not visible and cannot be noticed
2. Observer-as-participant: researcher observes for short periods of time
○ Researcher is known and recognized but perceived as a researcher
3. Participant-as-observer: researcher is fully integrated into the setting/part of the process
○ Respondent and neutral researcher, activities are recognized by other respondents, participates and observes
4. Complete participant: researcher completely disappears into the setting and is fully engaged with the respondents and their activities (going native)
○ Research is not / less concerned with his research agenda
Types of membership
● Peripheral membership: researcher observes and interacts directly with the respondents
○ Does not participate in the activities
● Active membership: researcher participates in key activities, but refrains from committing ot values, goals,
and attitudes
● Complete membership: researcher is an active and engaged member of the group and adopts the views of the group
To ensure Validity
1. Use multiple observers or teams
2. Analytical induction can be employed (search for negative cases → if no negative cases then propositions can be assumed to be universal)
3. Verisimilitude techniques: writing strategies used to make findings feel real, vivid, and believable, as if the reader was there themselves.
The quality of conclusions can be determined by assessing
1. The objectivity/confirmability: the degree to which conclusions flow from the information that has been collected, and not from any biases on the part of the researcher.
2. Reliability/dependability/auditability: degree to which the process of research has been consistent and reasonably stable overtime and across various researchers and methods
3. Internal validity/credibility/authenticity/truth value: degree to which the conclusions of a study makes
sense, if they are credible to the people studied as well as to the readers of the report, and if the final product is an authentic record of whatever it was it was observed.
4. External validity/transferability/ fittingness: degree to which the conclusions of the study have relevance to matters beyond the study itself.
5. Utilization/application/action orientation/pragmatic validity: degree to which programs or actions result from a study's findings and or the degree to which ethical issues are forthrightly dealt with.
Minimizing observer bias
1. Ensure observation is as natural as possible
2. Make sure the research is emergent, that there is room for creativity
3. Triangulation: process of combining observational research with other techniques for the collection of information
Qualitative data analysis approaches
Ethnographic accounts
Life histories
Narrative analysis
conversation analysis
discourse analysis
Analytic induction
Grounded theory
Policy and evaluation analysis
ethnographic accounts
detailed descriptions of peoples lives, groups, or organizaions, often based on long term observation
life histories
use personal stories/narratives, either as standalone cases or grouped by theme, to understand experiences over time
Narrative analysis
focuses on how a story is told, including plot, purpose, and audience - not just content
conversation analysis
analyses structure and flow of conversations, like turn taking and paired responses
Discourse analysis
looks at how language produces knowledge and meaning within a particular context/discourse
Analytic induction
tries to build universal explanations by constantly comparing cases, updating the hypothesis untul all cases fit
Grounded theory
aims to develop theory directly from data, using codes, categories, and the constant comparative model
Policy and evaluation analysis
focuses on understanding how social programs work, their impact, and context —> guided decision making
Computer assisted qualitative methods
Text retrievers: search large volumes of text for specific words/phrases
textbase managers: data management systems that structure your data and make it searchable
Code and retrieve programs: label/tag passages of text that can later be retrieved according to codes applied
Code based theory builders: help build concepts and often include tools to create hyperlinls or connect ideas within your data
conceptual network builders: allow visual mapping of concpets, relationships of meanings
Three stages in analysing text
Data management
Raw data, meaning is assigned to things, data is labeled/sorted/brought together
themes and concepts identified
Descriptive accounts
During this phase the aggregated data to identify key dimensions is used
codes can be merged, then a descriptive account is linked to it
Explanatory accounts
looks for patterns of association and relationships within data, examines why these associations exist
2 approaches to text(content analysis)
Quantification of qualitative data (e.g. words, gestures,) for the purpose of statistical inference —> counting entities such as codes words phrases — turnign words into numbers — categorized based on how often a category is mentioned
Grounded theory / the constant comparative method
two coding strategies
A. A-priori coding — deductive; you start with predefined themes/concepts (e.g. taste, packaging) and find codes in the text that support them, though new unexpected concepts can still emerge along the way.
B. Grounded theory — inductive; you start with no predefined concepts at all, and all themes emerge purely from coding the data itself (this is grounded theory).
2 coding procedures
Theoretical coding
Thematic coding
Theoretical coding
the process of coding and categorizing qualitative data with the goal of developing a theory, in an emergent manner
—> 3 procedures open, axial, selective coding
Atlas ti
Software used to execute grounded theory/text analysis (coding, building categories, visualizing relationships).
Advantage: user-friendly with handy visualization techniques (tree-like diagrams of codes/categories).
Disadvantage: those tree-like visualizations become unclear/unreadable once you have large texts or many codes.
Descriptive accounts
Organizing data so it's conceptually clear and meaningful,
1. detection (identify the content/dimensions of a phenomenon),
categorization (refine categories, assign data to them),
classification (group categories into higher-level classes).
Explanatory accounts
about detecting patterns, doing associative analysis, and identifying clustering.
Associative analysis: a lucrative form of qualitative data investigation, as it nearly always brings deeper understanding.
2 Main Ways to Analyze Group Data
1. Whole group analysis: treats the group as a single unit.
2. Participant-based analysis: focuses on individual contributions within the group context.
Conceptual model
Visual representation of a theory
looks at predictions (propositions/hypothesis)
only attributes and cause-effect
Case study research (CSR)
Research technique aimed at examining a contemporary phenomenon in its natural setting
Types of case study research
Descriptive case study: to describe the incidence or prevalence of a phenomenon of interest
Explanatory case study: to trace causal linkages among actions, decisions, and events over time
Exploratory case study: to develop pertinent hypothesis and propositions for further inquiry
How do I know if something is a case study?
Test: can you describe the phenomenon without describing the specific setting it happens in? If stripping away the context makes the phenomenon meaningless (not just "harder to generalize"), the phenomenon and context are fused → it's a case study. If the phenomenon shows up across many contexts and you'd sample across them, it's not.
Single vs. multiple case design
Single = one case studied. Multiple = several similar cases studied for comparison/replication.
Holistic vs. embedded case design
Holistic = the case studied as one whole unit. Embedded = the case broken into multiple nested sub-units you compare within it.
The 4 case study design combinations
Holistic + single: "Why did the new method succeed with company X?"
Holistic + multiple: "Why did the new method fail with companies Y1, Y2, Y3?"
Embedded + single: "How does the new method work in department 1 and 2 of company X?"
Embedded + multiple: "How does the new method work in department 1 and 2 across companies Y1, Y2, Y3?"
Reasons to choose single-case design
Critical case | The case is decisive for testing a well-formed theory — if the theory holds (or fails) here, it confirms, challenges, or extends that theory in a meaningful way |
Extreme/unique case | The case is rare or unusual, deviating sharply from the norm — worth studying precisely because it's atypical |
Representative/typical case | The case captures everyday, ordinary circumstances — chosen because it's a good stand-in for the common situation, not an outlier |
Revelatory case | The researcher gets access to a phenomenon that was previously inaccessible or unobserved — the value is in finally being able to study something nobody could examine closely before |
Longitudinal case | The same single case is studied at two or more points in time, to see how it changes |
Reasons to choose multiple-case design
Stronger evidence — pilot case
pilot case
A trial case selected for being very accessible, convenient, unusually information-rich, or the most complicated of all — run first to clarify concepts, pretest/refine the research plan and questions, narrow the research focus, and work out methodological issues before the main data collection.
Closed vs. flexible case study design
Closed = design stays fixed throughout active data collection. Flexible = design can adjust mid-study based on emerging info — though swapping cases or changing theory is a bigger move than just tweaking setup.
5 case study analysis techniques
1. Pattern matching — compare your predicted outcome pattern against what you actually found; with one case, you check it across multiple DVs.
2. Explanation building — build a how/why explanation, refining it case by case, comparing as you go.
3. Time-series analysis — track trends, structural changes, and chronological order over time.
4. Logic models — map a deliberate cause→effect→cause→effect chain across time (e.g.more pc-tutorials and assignments (intervention) leads to more cooperation with fellow students (immediate outcome) lead to increased understanding of the topic (intermediate outcome) leads to higher exam grades (final outcome).
5. Cross-case synthesis — used with multiple cases; check if similar conditions give similar results, and opposite conditions give opposite results.
Action research
the researcher deliberately intervenes in a situation while simultaneously studying the effect of that intervention — it's an interactive inquiry process balancing collaborative problem-solving with data-driven analysis, aimed at understanding underlying causes and predicting future outcomes.
One-liner: "You don't just observe the problem — you try to fix it, and study what happens when you do."
5 phases of action research
1. Diagnosing: identification of problem(s) and issue(s) related to phenomenon of interest
2. Action planning: development of an action plan to specify activities for resolving identified problem(s)
3. Action taking: implementation of planned actions
4. Evaluating: assessment of actions taken and their impact on identified problem(s)
5. Specifying learning: consolidation of knowledge from preceding phases to determine future courses of action