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  1. Characteristics of qualitative research
    1. Natural settings - field research
      1. Behavior is studied as it occurs naturally
      2. Beliefs related to a natural setting
        1. Behavior is understood bests as it occurs without external constraints or control
        2. The situational context is very important to understanding behavior
    2. Data collection - data is collected directly from the source
      1. Observations
      2. Interviews
      3. Document analysis
    3. Rich narrative descriptions
    4. Process orientation - how and why behaviors occur
    5. Inductive data analysis
    6. Participant perspectives define what is "real"
    7. Emerging research design - the design plans change as data is collected, analyzed, and understood
    8. Four type of qualitative designs
      1. Ethnography
      2. Case study
      3. Phenomenology
      4. Grounded theory
  2. Assumptions that differentiate qualitative and quantitative studies
    1. Epistemology
      1. Qualitative researchers believe there are multiple realities represented by the participants' perspectives
      2. Quantitative researchers believe a single, objective reality exists
    2. Context
      1. Qualitative researchers believe context is critical to understanding the phenomena being studied
      2. Quantitative researchers do not believe context is an important factor
    3. Researcher bias
      1. Qualitative researchers believe the researcher's biases and perspectives must be understood to interpret the results
      2. Quantitative researchers believe researcher bias is controlled through the control of internal validity threats
  3. Ethnography (see Table 11.4)
    1. An ethnography is an in-depth description and interpretation of cultural patterns and meanings within a culture or social group
      1. Culture - shared patterns of beliefs, normative expectations, behaviors, and meanings
      2. Shared, not individualistic
    2. Problem statements
      1. Foreshadowed problem - a general framework for beginning a qualitative study
      2. Specific question - a question(s) that emerge from the interactive relationship between the problem and data
        1. Often found embedded in the data analysis
        2. Changing nature of questions often necessitates changes in the design (i.e., an emergent design)
    3. Identifying and entering the research site
      1. Access to all parts of the site (e.g., the participants, documents, physical locations, etc.)
      2. Rapport - need to be "integrated" within the site to gain the trust of the participants
      3. Often site entry takes a long time
    4. Selecting participants
      1. Use of purposeful sampling strategies to select "information rich" participants
      2. Purposeful sampling strategies
        1. Maximum variation - selecting individuals or cases to represent extremes (e.g., very positive or very negative attitudes, highest and lowest achieving students)
        2. Snowball (i.e., network) - initially selected participants recommend others for involvement
        3. Sampling by case - selecting individuals or cases for their unique characteristics
          1. Extreme
          2. Typical
          3. Unique
          4. Reputation
        4. Key informant - selecting an individual(s) particularly knowledgeable about the setting and or topic
        5. Comprehensive - selecting all relevant individuals or cases
    5. Obtaining data
      1. Observation
        1. Unstructured in nature
        2. Comprehensive - continuous and total over an extended period of time
        3. Participant-observer role of the researcher
          1. Continuum between complete participant and complete observer
            1. Passive participant
            2. Moderate participant
            3. Active participant
            4. Complete participant
          2. Rare for an ethnographer to be a complete participant
        4. Use of field notes to record observations
          1. Two types of information
            1. Descriptions of what occurred
            2. Reflections of what the descriptions mean (i.e., speculations, emerging themes, patterns, problems)
          2. Accuracy
          3. Extensive nature of notes
      2. Interviews
        1. Unstructured in nature
        2. Begins with a general idea of what needs to be asked and moves to specific questions based on what the respondent says
        3. Types of interviews
          1. Key informant
          2. Life history
          3. Focus group
        4. Tape recording and transcribing interviews afford the opportunity to study the data carefully
      3. Document analysis
        1. Written records
          1. Print (e.g., minutes from meetings, reports, yearbooks, articles, diaries)
          2. Non-print (e.g., recordings, videotapes, pictures)
        2. Types of sources
          1. Primary - original work
          2. Secondary - secondhand interpretations of original work
        3. Commonly used to verify other observations or interview data
    6. Data analysis
      1. Observations, interviews, and document analyses result in large quantities of narrative data
      2. Analysis includes critically examining, summarizing, and synthesizing the data
      3. Three stages of analysis
        1. Coding
          1. Organizing the data into reasonable, meaningful units that are coded with words or very short phrases that signify a category
            1. Emic categories - information provided by the participants in their own language and organizational units
            2. Etic categories - the researcher's interpretation of emic data
          2. Use of major codes and sub-codes is common
        2. Summarizing the coded data
          1. Examining all similarly coded data and summarizing it with a sentence or two that reflects its essence
          2. Computerized sorting of data is common and effective
        3. Pattern seeking and synthesizing
          1. Synthesizing identifies the relationships among the categories and patterns that suggest generalization
          2. The researcher interprets findings inductively, synthesizes the information, and draws inferences
          3. Pattern seeking
            1. Begins with the researcher's informed hunches and ideas
            2. Tentative patterns are identified and additional data collected to determine if they are consistent with those patterns
            3. Characterized by enlarging, combining, subsuming, and creating new categories that make sense
  4. Case studies (see Table 11.4)
    1. An in-depth analysis of one or more events, settings, programs, groups, or other "bounded systems"
      1. Focus on one entity
      2. Defined by time and place
      3. Types of case studies
        1. Historical organizational - focus on the development of an organization over time
        2. Observational - study of a single entity using participant observation
        3. Life history (i.e., oral history) - a first-person narrative completed with one person
        4. Situation analysis - a study of a specific event from multiple perspective
        5. Multi-case - a study of several different independent entities
        6. Multi-site - a study of many sites and participants the main purpose of which is to develop theory
      4. Concern with the limited generalizability of the findings
    2. Research problem statement
      1. Focus on in-depth description and understanding
      2. Use of a single major question and several sub-questions
      3. Emerging nature of the problems
    3. Identifying and entering the research site
    4. Selecting participants
      1. Participants are usually identified as a part of the site of the study (e.g., a classroom, teachers in a specific department, etc.)
      2. Internal sampling - selecting specific participants, times, and documents within a site
    5. Obtaining data
    6. Data analysis
      1. Same procedures as in ethnographic data analysis
      2. Four types of data analysis
        1. Categorical aggregation - researcher codes data and collects instances from which meanings will emerge
        2. Direct interpretation - use of a single example to illustrate meaning
        3. Drawing patterns - examines the correspondence between two or more categories or codes
        4. Naturalistic generalization - suggestions as to what others can take from the research and apply to other situations
  5. Phenomenological studies (see Table 11.4)
    1. A phenomenological study describes and interprets the experiences of participants to understand their perspectives
      1. Based on the belief that there are multiple ways of interpreting the same experience and the meaning of that experience is what constitutes reality
    2. Research problem - focused on what is essential for the meaning of the event, episode, or interaction
    3. Selecting participants
      1. Participants are selected because they have lived or are living the experience being investigated
      2. Participants will share their experiences
      3. Participants can articulate their feelings
    4. Obtaining data - in-depth, semi-structured, or unstructured interviews
    5. Data analysis
      1. Concerns that the analysis reflects the shared meanings and consciousness of the participants
      2. Five step process
        1. A initial description of the researcher's experience with the phenomena
        2. A statement how the participant's experience with the phenomena are identified in the interview
        3. The creation of meaningful units from the statements using participant's verbatim language to illustrate the units
        4. Separation of what was experienced from how it was experienced
        5. The construction on an overall description of the experience
  6. Grounded theory studies (see Table 11.4)
    1. A grounded theory study discovers or generates a theory
      1. A theory is a set of propositions that pertain to a specific experience, situation, or setting
      2. The contextual sensitivity of the theory is the basis for suggesting the theory is "grounded" in the field data
    2. Research problems - broad general questions that focus on what happened to people, why they believed it happened, and what it means to them
    3. Selecting participants
    4. Obtaining data - in-depth unstructured interviews
    5. Data analysis
      1. Constant comparison - information from interviews is compared to emerging themes as a part of a more encompassing theory
      2. Four step process
        1. Form initial categories with subcategories and descriptions of extreme possibilities on a continuum
        2. Create a coding paradigm in which central tenets are described with causal conditions, resultant actions, conceptual conditions and consequences
        3. Write a story that integrates selective codes that have been established and presents conditional propositions and hypotheses
        4. Explicate the theory
  7. Credibility of qualitative research
    1. Credibility is the extent to which the data, data analysis, and conclusions are believable and trustworthy
    2. Four technical issues related to credibility
      1. Triangulation - the comparison of results obtained from different data collection methods (i.e., interview, observation, and document analyses all lead to a similar conclusion)
      2. Reliability - the extent to which what is recorded as data is what actually occurred in the setting (i.e., the accuracy of observations)
      3. Internal validity - the match between the researcher's categories and interpretations and reality
        1. Threats related to observer effects are of paramount concern
        2. Other threats include maturation, history, selection, attrition, and subject effects
      4. External validity - generalizability
        1. Translatability and comparability are terms used to indicate the extent to which the results can be used by other researchers in other settings
        2. Generally weak in qualitative research
    3. Techniques to enhance credibility
      1. Triangulation
      2. Prolonged and persistent field work
      3. Copious field notes
      4. Low inference descriptors
      5. Mechanically recorded data
      6. Member checking
      7. Verbatim accounts
        1. Abundant use of detail
        2. Data collection in natural settings
      8. Researcher's role as participant observer
  8. Resources for qualitative research
  9. Criteria for evaluating qualitative research
    1. The researcher's background, interests, and potential bias should be clear
    2. Conceptual and/or theoretical frameworks for the study should be clear
    3. The method for selecting participants should be clear
    4. The level of the researcher's involvement in the setting should be indicated
    5. The researcher should be trained in data collection procedures
    6. Credibility of the research should be addressed
    7. Descriptive data should be separated from the interpretations of the data
    8. The researcher should use multiple methods of data collection
    9. The duration of the study must be long enough
  10. Mixed method research designs
    1. Designs combining quantitative and qualitative approaches to collecting, analyzing, interpreting, and reporting data
      1. Examples
        1. Use of a questionnaire to provide an overview of students' attitudes toward drug testing programs followed by several in-depth interviews of specific students with positive and negative attitudes (i.e., maximum variation sampling) to understand how those attitudes were shaped.
        2. A few interviews with students and a content analysis of several surveys allowed a researcher to determine the important factors around which an attitudinal scale on drug testing programs was developed. Administration of this survey gave an overall view of students' attitudes to a specific program being used at a local school.
        3. The use of a scale addressing attitudes toward drug testing programs could be administered to the students in a school. Information from focus groups and interviews could be used to confirm the conclusions drawn from the survey.
    2. Advantages
      1. Incorporates the strengths of both qualitative and quantitative approaches
      2. Provides a more comprehensive view of the phenomena being studied
      3. Does not limit the data being collected
    3. Disadvantages and limitations
      1. Requires expertise in both methods
      2. Requires extensive data collection and resources
      3. It is popular to claim the use of mixed method design even though one method is used superficially
    4. Types of designs
      1. Explanatory
        1. Quantitative data are collected first with qualitative data collection following
        2. See the example of an explanatory design discussed above
      2. Exploratory
        1. Qualitative data are collected first with quantitative data collection following
        2. See the example of an exploratory design discussed above
      3. Triangulation
        1. Quantitative and qualitative data are collected at the same time to provides a more comprehensive and complete set of data
        2. See the example of a triangulation design discussed above
    5. Seven steps to conduct mixed method research
      1. Determine the feasibility of a mixed method design
      2. Determine the rationale for a mixed method design
      3. Determine the data collection strategies and designs
      4. Determine the specific research questions
      5. Collect data
      6. Analyze data
      7. Write the report
    6. Evaluating a mixed method design
      1. Each approach has been done well
      2. Examine the rationale and then apply appropriate quantitative or qualitative criteria





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