When reviewing literature, one key component is to identify theories that can guide research questions. The approach to theory depends on the type of research being conducted: quantitative, qualitative, or mixed methods.
In quantitative research, hypotheses are formulated from existing theories, guiding research proposals. A definition of theory in this context might be:
Theory Definition: A set of interrelated constructs (variables), definitions, and propositions that presents a systematic view of phenomena by specifying relations among variables, with the aim of explaining natural phenomena.
In this approach, theories can take various forms, including interconnected hypotheses and visual models. For example, an independent variable (e.g., consumption of red wine) may be hypothesized to affect a dependent variable (e.g., risk of heart disease). A researcher must also consider confounding variables that could impact this relationship. These variables that can affect the validity of causal claims should be meticulously measured and accounted for. Quantitative studies typically aim to establish a cause-and-effect relationship and often employ experimental designs for more robust control over confounding variables.
Before delving into theoretical frameworks, it’s essential to understand variables, which are characteristics that can be measured. There are different types of variables:
Independent Variables: These influence outcomes in studies and are manipulated during experiments.
Dependent Variables: The results or outcomes that depend on independent variables.
Confounding Variables: These can result in erroneous conclusions if not controlled.
Mediating Variables: These exist between the independent and dependent variables, explaining the mechanism through which an independent variable may affect a dependent variable.
Moderating Variables: These influence the strength or direction of the relationship between independent and dependent variables.
Causality implies a directional influence where variable X affects variable Y. For instance, the consumption of red wine (X) might be posited to influence heart health (Y), but researchers must explore if an unmeasured variable (Z), like exercise, may also play a role. Establishing such causal claims is best achieved through true experiments, allowing researchers to elucidate these relationships more clearly.
In quantitative research proposals, theory should be presented early, nestled within a literature review or a defined section dedicated to theoretical perspectives. This structured approach facilitates clarity and enables readers to ascertain how the theory interlinks with research queries and designs. Theories may also be articulated via visual models that delineate causal links, enhancing comprehension of the complex interrelated dynamics.
Qualitative research presents a broader and more flexible approach to the use of theory. The role of theory in qualitative studies can vary significantly:
Theoretical Lens: Researchers may employ established theories to shape their inquiries, guide data collection, and interpret findings without testing them in the same rigorous manner as in quantitative research.
Inductive Theory Development: Some qualitative studies aim to construct theories as outcomes rather than frameworks. This is evident in grounded theory, where researchers build theories through data analysis.
Cultural Themes: In ethnographic studies, for instance, themes may become the lens through which researchers examine cultural dynamics, presenting hypotheses from literature in previous works.
Several theoretical perspectives underpin qualitative research, including feminist paradigms, critical theory that addresses structural inequalities, and constructs around race and identity, which interrogate the experiences of marginalized groups. Such theoretical orientations are essential to guide researchers on the focus of their inquiries and ensure that traditionally silenced voices are included in the study.
In mixed methods research, theory can serve dual purposes: guiding hypothesis testing and facilitating the generation of new theories from qualitative data. Two prominent frameworks utilized in this approach include social science theories and participatory-social justice theories.
Social Science Frameworks: Understanding multiple social science theories provides a richness that can inform both quantitative and qualitative components, pointing to relationships that must be investigated further.
Participatory-Social Justice Frameworks: These frameworks focus on involving marginalized participants in the research process to generate insights aimed at social change. The values underpinning these frameworks emphasize equity and participation of affected communities in research outcomes.
Overall, theories are integral to quantitative, qualitative, and mixed methods research. They provide the foundational explanations for research phenomena, guiding how hypotheses are formed, how data is analyzed, and ultimately, how conclusions are drawn. In quant studies, they offer predictive frameworks; in qualitative research, they offer lenses for understanding deeper social contexts; and in mixed methods, they lead both the analytical process and community engagement efforts. Understanding and applying theory meaningfully across different research methodologies enhances the quality and relevance of research outcomes.