chapter 2 qualitative research parts

Chapter 2. Research Design

Getting started.

When I teach undergraduates qualitative research methods, the final product of the course is a “research proposal” that incorporates all they have learned and enlists the knowledge they have learned about qualitative research methods in an original design that addresses a particular research question. I highly recommend you think about designing your own research study as you progress through this textbook. Even if you don’t have a study in mind yet, it can be a helpful exercise as you progress through the course. But how to start? How can one design a research study before they even know what research looks like? This chapter will serve as a brief overview of the research design process to orient you to what will be coming in later chapters. Think of it as a “skeleton” of what you will read in more detail in later chapters. Ideally, you will read this chapter both now (in sequence) and later during your reading of the remainder of the text. Do not worry if you have questions the first time you read this chapter. Many things will become clearer as the text advances and as you gain a deeper understanding of all the components of good qualitative research. This is just a preliminary map to get you on the right road.

Research Design Steps

Before you even get started, you will need to have a broad topic of interest in mind. [1] . In my experience, students can confuse this broad topic with the actual research question, so it is important to clearly distinguish the two. And the place to start is the broad topic. It might be, as was the case with me, working-class college students. But what about working-class college students? What’s it like to be one? Why are there so few compared to others? How do colleges assist (or fail to assist) them? What interested me was something I could barely articulate at first and went something like this: “Why was it so difficult and lonely to be me?” And by extension, “Did others share this experience?”

Once you have a general topic, reflect on why this is important to you. Sometimes we connect with a topic and we don’t really know why. Even if you are not willing to share the real underlying reason you are interested in a topic, it is important that you know the deeper reasons that motivate you. Otherwise, it is quite possible that at some point during the research, you will find yourself turned around facing the wrong direction. I have seen it happen many times. The reason is that the research question is not the same thing as the general topic of interest, and if you don’t know the reasons for your interest, you are likely to design a study answering a research question that is beside the point—to you, at least. And this means you will be much less motivated to carry your research to completion.

Researcher Note

Why do you employ qualitative research methods in your area of study? What are the advantages of qualitative research methods for studying mentorship?

Qualitative research methods are a huge opportunity to increase access, equity, inclusion, and social justice. Qualitative research allows us to engage and examine the uniquenesses/nuances within minoritized and dominant identities and our experiences with these identities. Qualitative research allows us to explore a specific topic, and through that exploration, we can link history to experiences and look for patterns or offer up a unique phenomenon. There’s such beauty in being able to tell a particular story, and qualitative research is a great mode for that! For our work, we examined the relationships we typically use the term mentorship for but didn’t feel that was quite the right word. Qualitative research allowed us to pick apart what we did and how we engaged in our relationships, which then allowed us to more accurately describe what was unique about our mentorship relationships, which we ultimately named liberationships ( McAloney and Long 2021) . Qualitative research gave us the means to explore, process, and name our experiences; what a powerful tool!

How do you come up with ideas for what to study (and how to study it)? Where did you get the idea for studying mentorship?

Coming up with ideas for research, for me, is kind of like Googling a question I have, not finding enough information, and then deciding to dig a little deeper to get the answer. The idea to study mentorship actually came up in conversation with my mentorship triad. We were talking in one of our meetings about our relationship—kind of meta, huh? We discussed how we felt that mentorship was not quite the right term for the relationships we had built. One of us asked what was different about our relationships and mentorship. This all happened when I was taking an ethnography course. During the next session of class, we were discussing auto- and duoethnography, and it hit me—let’s explore our version of mentorship, which we later went on to name liberationships ( McAloney and Long 2021 ). The idea and questions came out of being curious and wanting to find an answer. As I continue to research, I see opportunities in questions I have about my work or during conversations that, in our search for answers, end up exposing gaps in the literature. If I can’t find the answer already out there, I can study it.

—Kim McAloney, PhD, College Student Services Administration Ecampus coordinator and instructor

When you have a better idea of why you are interested in what it is that interests you, you may be surprised to learn that the obvious approaches to the topic are not the only ones. For example, let’s say you think you are interested in preserving coastal wildlife. And as a social scientist, you are interested in policies and practices that affect the long-term viability of coastal wildlife, especially around fishing communities. It would be natural then to consider designing a research study around fishing communities and how they manage their ecosystems. But when you really think about it, you realize that what interests you the most is how people whose livelihoods depend on a particular resource act in ways that deplete that resource. Or, even deeper, you contemplate the puzzle, “How do people justify actions that damage their surroundings?” Now, there are many ways to design a study that gets at that broader question, and not all of them are about fishing communities, although that is certainly one way to go. Maybe you could design an interview-based study that includes and compares loggers, fishers, and desert golfers (those who golf in arid lands that require a great deal of wasteful irrigation). Or design a case study around one particular example where resources were completely used up by a community. Without knowing what it is you are really interested in, what motivates your interest in a surface phenomenon, you are unlikely to come up with the appropriate research design.

These first stages of research design are often the most difficult, but have patience . Taking the time to consider why you are going to go through a lot of trouble to get answers will prevent a lot of wasted energy in the future.

There are distinct reasons for pursuing particular research questions, and it is helpful to distinguish between them.  First, you may be personally motivated.  This is probably the most important and the most often overlooked.   What is it about the social world that sparks your curiosity? What bothers you? What answers do you need in order to keep living? For me, I knew I needed to get a handle on what higher education was for before I kept going at it. I needed to understand why I felt so different from my peers and whether this whole “higher education” thing was “for the likes of me” before I could complete my degree. That is the personal motivation question. Your personal motivation might also be political in nature, in that you want to change the world in a particular way. It’s all right to acknowledge this. In fact, it is better to acknowledge it than to hide it.

There are also academic and professional motivations for a particular study.  If you are an absolute beginner, these may be difficult to find. We’ll talk more about this when we discuss reviewing the literature. Simply put, you are probably not the only person in the world to have thought about this question or issue and those related to it. So how does your interest area fit into what others have studied? Perhaps there is a good study out there of fishing communities, but no one has quite asked the “justification” question. You are motivated to address this to “fill the gap” in our collective knowledge. And maybe you are really not at all sure of what interests you, but you do know that [insert your topic] interests a lot of people, so you would like to work in this area too. You want to be involved in the academic conversation. That is a professional motivation and a very important one to articulate.

Practical and strategic motivations are a third kind. Perhaps you want to encourage people to take better care of the natural resources around them. If this is also part of your motivation, you will want to design your research project in a way that might have an impact on how people behave in the future. There are many ways to do this, one of which is using qualitative research methods rather than quantitative research methods, as the findings of qualitative research are often easier to communicate to a broader audience than the results of quantitative research. You might even be able to engage the community you are studying in the collecting and analyzing of data, something taboo in quantitative research but actively embraced and encouraged by qualitative researchers. But there are other practical reasons, such as getting “done” with your research in a certain amount of time or having access (or no access) to certain information. There is nothing wrong with considering constraints and opportunities when designing your study. Or maybe one of the practical or strategic goals is about learning competence in this area so that you can demonstrate the ability to conduct interviews and focus groups with future employers. Keeping that in mind will help shape your study and prevent you from getting sidetracked using a technique that you are less invested in learning about.

STOP HERE for a moment

I recommend you write a paragraph (at least) explaining your aims and goals. Include a sentence about each of the following: personal/political goals, practical or professional/academic goals, and practical/strategic goals. Think through how all of the goals are related and can be achieved by this particular research study . If they can’t, have a rethink. Perhaps this is not the best way to go about it.

You will also want to be clear about the purpose of your study. “Wait, didn’t we just do this?” you might ask. No! Your goals are not the same as the purpose of the study, although they are related. You can think about purpose lying on a continuum from “ theory ” to “action” (figure 2.1). Sometimes you are doing research to discover new knowledge about the world, while other times you are doing a study because you want to measure an impact or make a difference in the world.

Basic research involves research that is done for the sake of “pure” knowledge—that is, knowledge that, at least at this moment in time, may not have any apparent use or application. Often, and this is very important, knowledge of this kind is later found to be extremely helpful in solving problems. So one way of thinking about basic research is that it is knowledge for which no use is yet known but will probably one day prove to be extremely useful. If you are doing basic research, you do not need to argue its usefulness, as the whole point is that we just don’t know yet what this might be.

Researchers engaged in basic research want to understand how the world operates. They are interested in investigating a phenomenon to get at the nature of reality with regard to that phenomenon. The basic researcher’s purpose is to understand and explain ( Patton 2002:215 ).

Basic research is interested in generating and testing hypotheses about how the world works. Grounded Theory is one approach to qualitative research methods that exemplifies basic research (see chapter 4). Most academic journal articles publish basic research findings. If you are working in academia (e.g., writing your dissertation), the default expectation is that you are conducting basic research.

Applied research in the social sciences is research that addresses human and social problems. Unlike basic research, the researcher has expectations that the research will help contribute to resolving a problem, if only by identifying its contours, history, or context. From my experience, most students have this as their baseline assumption about research. Why do a study if not to make things better? But this is a common mistake. Students and their committee members are often working with default assumptions here—the former thinking about applied research as their purpose, the latter thinking about basic research: “The purpose of applied research is to contribute knowledge that will help people to understand the nature of a problem in order to intervene, thereby allowing human beings to more effectively control their environment. While in basic research the source of questions is the tradition within a scholarly discipline, in applied research the source of questions is in the problems and concerns experienced by people and by policymakers” ( Patton 2002:217 ).

Applied research is less geared toward theory in two ways. First, its questions do not derive from previous literature. For this reason, applied research studies have much more limited literature reviews than those found in basic research (although they make up for this by having much more “background” about the problem). Second, it does not generate theory in the same way as basic research does. The findings of an applied research project may not be generalizable beyond the boundaries of this particular problem or context. The findings are more limited. They are useful now but may be less useful later. This is why basic research remains the default “gold standard” of academic research.

Evaluation research is research that is designed to evaluate or test the effectiveness of specific solutions and programs addressing specific social problems. We already know the problems, and someone has already come up with solutions. There might be a program, say, for first-generation college students on your campus. Does this program work? Are first-generation students who participate in the program more likely to graduate than those who do not? These are the types of questions addressed by evaluation research. There are two types of research within this broader frame; however, one more action-oriented than the next. In summative evaluation , an overall judgment about the effectiveness of a program or policy is made. Should we continue our first-gen program? Is it a good model for other campuses? Because the purpose of such summative evaluation is to measure success and to determine whether this success is scalable (capable of being generalized beyond the specific case), quantitative data is more often used than qualitative data. In our example, we might have “outcomes” data for thousands of students, and we might run various tests to determine if the better outcomes of those in the program are statistically significant so that we can generalize the findings and recommend similar programs elsewhere. Qualitative data in the form of focus groups or interviews can then be used for illustrative purposes, providing more depth to the quantitative analyses. In contrast, formative evaluation attempts to improve a program or policy (to help “form” or shape its effectiveness). Formative evaluations rely more heavily on qualitative data—case studies, interviews, focus groups. The findings are meant not to generalize beyond the particular but to improve this program. If you are a student seeking to improve your qualitative research skills and you do not care about generating basic research, formative evaluation studies might be an attractive option for you to pursue, as there are always local programs that need evaluation and suggestions for improvement. Again, be very clear about your purpose when talking through your research proposal with your committee.

Action research takes a further step beyond evaluation, even formative evaluation, to being part of the solution itself. This is about as far from basic research as one could get and definitely falls beyond the scope of “science,” as conventionally defined. The distinction between action and research is blurry, the research methods are often in constant flux, and the only “findings” are specific to the problem or case at hand and often are findings about the process of intervention itself. Rather than evaluate a program as a whole, action research often seeks to change and improve some particular aspect that may not be working—maybe there is not enough diversity in an organization or maybe women’s voices are muted during meetings and the organization wonders why and would like to change this. In a further step, participatory action research , those women would become part of the research team, attempting to amplify their voices in the organization through participation in the action research. As action research employs methods that involve people in the process, focus groups are quite common.

If you are working on a thesis or dissertation, chances are your committee will expect you to be contributing to fundamental knowledge and theory ( basic research ). If your interests lie more toward the action end of the continuum, however, it is helpful to talk to your committee about this before you get started. Knowing your purpose in advance will help avoid misunderstandings during the later stages of the research process!

The Research Question

Once you have written your paragraph and clarified your purpose and truly know that this study is the best study for you to be doing right now , you are ready to write and refine your actual research question. Know that research questions are often moving targets in qualitative research, that they can be refined up to the very end of data collection and analysis. But you do have to have a working research question at all stages. This is your “anchor” when you get lost in the data. What are you addressing? What are you looking at and why? Your research question guides you through the thicket. It is common to have a whole host of questions about a phenomenon or case, both at the outset and throughout the study, but you should be able to pare it down to no more than two or three sentences when asked. These sentences should both clarify the intent of the research and explain why this is an important question to answer. More on refining your research question can be found in chapter 4.

Chances are, you will have already done some prior reading before coming up with your interest and your questions, but you may not have conducted a systematic literature review. This is the next crucial stage to be completed before venturing further. You don’t want to start collecting data and then realize that someone has already beaten you to the punch. A review of the literature that is already out there will let you know (1) if others have already done the study you are envisioning; (2) if others have done similar studies, which can help you out; and (3) what ideas or concepts are out there that can help you frame your study and make sense of your findings. More on literature reviews can be found in chapter 9.

In addition to reviewing the literature for similar studies to what you are proposing, it can be extremely helpful to find a study that inspires you. This may have absolutely nothing to do with the topic you are interested in but is written so beautifully or organized so interestingly or otherwise speaks to you in such a way that you want to post it somewhere to remind you of what you want to be doing. You might not understand this in the early stages—why would you find a study that has nothing to do with the one you are doing helpful? But trust me, when you are deep into analysis and writing, having an inspirational model in view can help you push through. If you are motivated to do something that might change the world, you probably have read something somewhere that inspired you. Go back to that original inspiration and read it carefully and see how they managed to convey the passion that you so appreciate.

At this stage, you are still just getting started. There are a lot of things to do before setting forth to collect data! You’ll want to consider and choose a research tradition and a set of data-collection techniques that both help you answer your research question and match all your aims and goals. For example, if you really want to help migrant workers speak for themselves, you might draw on feminist theory and participatory action research models. Chapters 3 and 4 will provide you with more information on epistemologies and approaches.

Next, you have to clarify your “units of analysis.” What is the level at which you are focusing your study? Often, the unit in qualitative research methods is individual people, or “human subjects.” But your units of analysis could just as well be organizations (colleges, hospitals) or programs or even whole nations. Think about what it is you want to be saying at the end of your study—are the insights you are hoping to make about people or about organizations or about something else entirely? A unit of analysis can even be a historical period! Every unit of analysis will call for a different kind of data collection and analysis and will produce different kinds of “findings” at the conclusion of your study. [2]

Regardless of what unit of analysis you select, you will probably have to consider the “human subjects” involved in your research. [3] Who are they? What interactions will you have with them—that is, what kind of data will you be collecting? Before answering these questions, define your population of interest and your research setting. Use your research question to help guide you.

Let’s use an example from a real study. In Geographies of Campus Inequality , Benson and Lee ( 2020 ) list three related research questions: “(1) What are the different ways that first-generation students organize their social, extracurricular, and academic activities at selective and highly selective colleges? (2) how do first-generation students sort themselves and get sorted into these different types of campus lives; and (3) how do these different patterns of campus engagement prepare first-generation students for their post-college lives?” (3).

Note that we are jumping into this a bit late, after Benson and Lee have described previous studies (the literature review) and what is known about first-generation college students and what is not known. They want to know about differences within this group, and they are interested in ones attending certain kinds of colleges because those colleges will be sites where academic and extracurricular pressures compete. That is the context for their three related research questions. What is the population of interest here? First-generation college students . What is the research setting? Selective and highly selective colleges . But a host of questions remain. Which students in the real world, which colleges? What about gender, race, and other identity markers? Will the students be asked questions? Are the students still in college, or will they be asked about what college was like for them? Will they be observed? Will they be shadowed? Will they be surveyed? Will they be asked to keep diaries of their time in college? How many students? How many colleges? For how long will they be observed?

Recommendation

Take a moment and write down suggestions for Benson and Lee before continuing on to what they actually did.

Have you written down your own suggestions? Good. Now let’s compare those with what they actually did. Benson and Lee drew on two sources of data: in-depth interviews with sixty-four first-generation students and survey data from a preexisting national survey of students at twenty-eight selective colleges. Let’s ignore the survey for our purposes here and focus on those interviews. The interviews were conducted between 2014 and 2016 at a single selective college, “Hilltop” (a pseudonym ). They employed a “purposive” sampling strategy to ensure an equal number of male-identifying and female-identifying students as well as equal numbers of White, Black, and Latinx students. Each student was interviewed once. Hilltop is a selective liberal arts college in the northeast that enrolls about three thousand students.

How did your suggestions match up to those actually used by the researchers in this study? It is possible your suggestions were too ambitious? Beginning qualitative researchers can often make that mistake. You want a research design that is both effective (it matches your question and goals) and doable. You will never be able to collect data from your entire population of interest (unless your research question is really so narrow to be relevant to very few people!), so you will need to come up with a good sample. Define the criteria for this sample, as Benson and Lee did when deciding to interview an equal number of students by gender and race categories. Define the criteria for your sample setting too. Hilltop is typical for selective colleges. That was a research choice made by Benson and Lee. For more on sampling and sampling choices, see chapter 5.

Benson and Lee chose to employ interviews. If you also would like to include interviews, you have to think about what will be asked in them. Most interview-based research involves an interview guide, a set of questions or question areas that will be asked of each participant. The research question helps you create a relevant interview guide. You want to ask questions whose answers will provide insight into your research question. Again, your research question is the anchor you will continually come back to as you plan for and conduct your study. It may be that once you begin interviewing, you find that people are telling you something totally unexpected, and this makes you rethink your research question. That is fine. Then you have a new anchor. But you always have an anchor. More on interviewing can be found in chapter 11.

Let’s imagine Benson and Lee also observed college students as they went about doing the things college students do, both in the classroom and in the clubs and social activities in which they participate. They would have needed a plan for this. Would they sit in on classes? Which ones and how many? Would they attend club meetings and sports events? Which ones and how many? Would they participate themselves? How would they record their observations? More on observation techniques can be found in both chapters 13 and 14.

At this point, the design is almost complete. You know why you are doing this study, you have a clear research question to guide you, you have identified your population of interest and research setting, and you have a reasonable sample of each. You also have put together a plan for data collection, which might include drafting an interview guide or making plans for observations. And so you know exactly what you will be doing for the next several months (or years!). To put the project into action, there are a few more things necessary before actually going into the field.

First, you will need to make sure you have any necessary supplies, including recording technology. These days, many researchers use their phones to record interviews. Second, you will need to draft a few documents for your participants. These include informed consent forms and recruiting materials, such as posters or email texts, that explain what this study is in clear language. Third, you will draft a research protocol to submit to your institutional review board (IRB) ; this research protocol will include the interview guide (if you are using one), the consent form template, and all examples of recruiting material. Depending on your institution and the details of your study design, it may take weeks or even, in some unfortunate cases, months before you secure IRB approval. Make sure you plan on this time in your project timeline. While you wait, you can continue to review the literature and possibly begin drafting a section on the literature review for your eventual presentation/publication. More on IRB procedures can be found in chapter 8 and more general ethical considerations in chapter 7.

Once you have approval, you can begin!

Research Design Checklist

Before data collection begins, do the following:

• Write a paragraph explaining your aims and goals (personal/political, practical/strategic, professional/academic).
• Define your research question; write two to three sentences that clarify the intent of the research and why this is an important question to answer.
• Review the literature for similar studies that address your research question or similar research questions; think laterally about some literature that might be helpful or illuminating but is not exactly about the same topic.
• Find a written study that inspires you—it may or may not be on the research question you have chosen.
• Consider and choose a research tradition and set of data-collection techniques that (1) help answer your research question and (2) match your aims and goals.
• Define your population of interest and your research setting.
• Define the criteria for your sample (How many? Why these? How will you find them, gain access, and acquire consent?).
• If you are conducting interviews, draft an interview guide.
•  If you are making observations, create a plan for observations (sites, times, recording, access).
• Acquire any necessary technology (recording devices/software).
• Draft consent forms that clearly identify the research focus and selection process.
• Create recruiting materials (posters, email, texts).
• Apply for IRB approval (proposal plus consent form plus recruiting materials).
• Block out time for collecting data.
• At the end of the chapter, you will find a " Research Design Checklist " that summarizes the main recommendations made here ↵
• For example, if your focus is society and culture , you might collect data through observation or a case study. If your focus is individual lived experience , you are probably going to be interviewing some people. And if your focus is language and communication , you will probably be analyzing text (written or visual). ( Marshall and Rossman 2016:16 ). ↵
• You may not have any "live" human subjects. There are qualitative research methods that do not require interactions with live human beings - see chapter 16 , "Archival and Historical Sources." But for the most part, you are probably reading this textbook because you are interested in doing research with people. The rest of the chapter will assume this is the case. ↵

One of the primary methodological traditions of inquiry in qualitative research, ethnography is the study of a group or group culture, largely through observational fieldwork supplemented by interviews. It is a form of fieldwork that may include participant-observation data collection. See chapter 14 for a discussion of deep ethnography. 

A methodological tradition of inquiry and research design that focuses on an individual case (e.g., setting, institution, or sometimes an individual) in order to explore its complexity, history, and interactive parts.  As an approach, it is particularly useful for obtaining a deep appreciation of an issue, event, or phenomenon of interest in its particular context.

The controlling force in research; can be understood as lying on a continuum from basic research (knowledge production) to action research (effecting change).

In its most basic sense, a theory is a story we tell about how the world works that can be tested with empirical evidence.  In qualitative research, we use the term in a variety of ways, many of which are different from how they are used by quantitative researchers.  Although some qualitative research can be described as “testing theory,” it is more common to “build theory” from the data using inductive reasoning , as done in Grounded Theory .  There are so-called “grand theories” that seek to integrate a whole series of findings and stories into an overarching paradigm about how the world works, and much smaller theories or concepts about particular processes and relationships.  Theory can even be used to explain particular methodological perspectives or approaches, as in Institutional Ethnography , which is both a way of doing research and a theory about how the world works.

Research that is interested in generating and testing hypotheses about how the world works.

A methodological tradition of inquiry and approach to analyzing qualitative data in which theories emerge from a rigorous and systematic process of induction.  This approach was pioneered by the sociologists Glaser and Strauss (1967).  The elements of theory generated from comparative analysis of data are, first, conceptual categories and their properties and, second, hypotheses or generalized relations among the categories and their properties – “The constant comparing of many groups draws the [researcher’s] attention to their many similarities and differences.  Considering these leads [the researcher] to generate abstract categories and their properties, which, since they emerge from the data, will clearly be important to a theory explaining the kind of behavior under observation.” (36).

An approach to research that is “multimethod in focus, involving an interpretative, naturalistic approach to its subject matter.  This means that qualitative researchers study things in their natural settings, attempting to make sense of, or interpret, phenomena in terms of the meanings people bring to them.  Qualitative research involves the studied use and collection of a variety of empirical materials – case study, personal experience, introspective, life story, interview, observational, historical, interactional, and visual texts – that describe routine and problematic moments and meanings in individuals’ lives." ( Denzin and Lincoln 2005:2 ). Contrast with quantitative research .

Research that contributes knowledge that will help people to understand the nature of a problem in order to intervene, thereby allowing human beings to more effectively control their environment.

Research that is designed to evaluate or test the effectiveness of specific solutions and programs addressing specific social problems.  There are two kinds: summative and formative .

Research in which an overall judgment about the effectiveness of a program or policy is made, often for the purpose of generalizing to other cases or programs.  Generally uses qualitative research as a supplement to primary quantitative data analyses.  Contrast formative evaluation research .

Research designed to improve a program or policy (to help “form” or shape its effectiveness); relies heavily on qualitative research methods.  Contrast summative evaluation research

Research carried out at a particular organizational or community site with the intention of affecting change; often involves research subjects as participants of the study.  See also participatory action research .

Research in which both researchers and participants work together to understand a problematic situation and change it for the better.

The level of the focus of analysis (e.g., individual people, organizations, programs, neighborhoods).

The large group of interest to the researcher.  Although it will likely be impossible to design a study that incorporates or reaches all members of the population of interest, this should be clearly defined at the outset of a study so that a reasonable sample of the population can be taken.  For example, if one is studying working-class college students, the sample may include twenty such students attending a particular college, while the population is “working-class college students.”  In quantitative research, clearly defining the general population of interest is a necessary step in generalizing results from a sample.  In qualitative research, defining the population is conceptually important for clarity.

A fictional name assigned to give anonymity to a person, group, or place.  Pseudonyms are important ways of protecting the identity of research participants while still providing a “human element” in the presentation of qualitative data.  There are ethical considerations to be made in selecting pseudonyms; some researchers allow research participants to choose their own.

A requirement for research involving human participants; the documentation of informed consent.  In some cases, oral consent or assent may be sufficient, but the default standard is a single-page easy-to-understand form that both the researcher and the participant sign and date.   Under federal guidelines, all researchers "shall seek such consent only under circumstances that provide the prospective subject or the representative sufficient opportunity to consider whether or not to participate and that minimize the possibility of coercion or undue influence. The information that is given to the subject or the representative shall be in language understandable to the subject or the representative.  No informed consent, whether oral or written, may include any exculpatory language through which the subject or the representative is made to waive or appear to waive any of the subject's rights or releases or appears to release the investigator, the sponsor, the institution, or its agents from liability for negligence" (21 CFR 50.20).  Your IRB office will be able to provide a template for use in your study .

An administrative body established to protect the rights and welfare of human research subjects recruited to participate in research activities conducted under the auspices of the institution with which it is affiliated. The IRB is charged with the responsibility of reviewing all research involving human participants. The IRB is concerned with protecting the welfare, rights, and privacy of human subjects. The IRB has the authority to approve, disapprove, monitor, and require modifications in all research activities that fall within its jurisdiction as specified by both the federal regulations and institutional policy.

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Qualitative Research Part II: Participants, Analysis, and Quality Assurance

This is the second of a two-part series on qualitative research. Part 1 in the December 2011 issue of Journal of Graduate Medical Education provided an introduction to the topic and compared characteristics of quantitative and qualitative research, identified common data collection approaches, and briefly described data analysis and quality assessment techniques. Part II describes in more detail specific techniques and methods used to select participants, analyze data, and ensure research quality and rigor.

If you are relatively new to qualitative research, some references you may find especially helpful are provided below. The two texts by Creswell 2008 and 2009 are clear and practical. 1 , 2 In 2008, the British Medical Journal offered a series of short essays on qualitative research; the references provided are easily read and digested. 3 – , 8 For those wishing to pursue qualitative research in more detail, a suggestion is to start with the appropriate chapters in Creswell 2008, 1 and then move to the other texts suggested. 9 – , 11

To summarize the previous editorial, while quantitative research focuses predominantly on the impact of an intervention and generally answers questions like “did it work?” and “what was the outcome?”, qualitative research focuses on understanding the intervention or phenomenon and exploring questions like “why was this effective or not?” and “how is this helpful for learning?” The intent of qualitative research is to contribute to understanding. Hence, the research procedures for selecting participants, analyzing data, and ensuring research rigor differ from those for quantitative research. The following sections address these approaches. table 1 provides a comparative summary of methodological approaches for quantitative and qualitative research.

A Comparison of Qualitative and Quantitative Methodological Approaches

Data collection methods most commonly used in qualitative research are individual or group interviews (including focus groups), observation, and document review. They can be used alone or in combination. While the following sections are written in the context of using interviews or focus groups to collect data, the principles described for sample selection, data analysis, and quality assurance are applicable across qualitative approaches.

Selecting Participants

Quantitative research requires standardization of procedures and random selection of participants to remove the potential influence of external variables and ensure generalizability of results. In contrast, subject selection in qualitative research is purposeful; participants are selected who can best inform the research questions and enhance understanding of the phenomenon under study. 1 , 8 Hence, one of the most important tasks in the study design phase is to identify appropriate participants. Decisions regarding selection are based on the research questions, theoretical perspectives, and evidence informing the study.

The subjects sampled must be able to inform important facets and perspectives related to the phenomenon being studied. For example, in a study looking at a professionalism intervention, representative participants could be considered by role (residents and faculty), perspective (those who approve/disapprove the intervention), experience level (junior and senior residents), and/or diversity (gender, ethnicity, other background).

The second consideration is sample size. Quantitative research requires statistical calculation of sample size a priori to ensure sufficient power to confirm that the outcome can indeed be attributed to the intervention. In qualitative research, however, the sample size is not generally predetermined. The number of participants depends upon the number required to inform fully all important elements of the phenomenon being studied. That is, the sample size is sufficient when additional interviews or focus groups do not result in identification of new concepts, an end point called data saturation . To determine when data saturation occurs, analysis ideally occurs concurrently with data collection in an iterative cycle. This allows the researcher to document the emergence of new themes and also to identify perspectives that may otherwise be overlooked. In the professionalism intervention example, as data are analyzed, the researchers may note that only positive experiences and views are being reported. At this time, a decision could be made to identify and recruit residents who perceived the experience as less positive.

Data Analysis

The purpose of qualitative analysis is to interpret the data and the resulting themes, to facilitate understanding of the phenomenon being studied. It is often confused with content analysis, which is conducted to identify and describe results. 12 In the professionalism intervention example, content analysis of responses might report that residents identified the positive elements of the innovation to be integration with real patient cases, opportunity to hear the views of others, and time to reflect on one's own professionalism. An interpretive analysis, on the other hand, would seek to understand these responses by asking questions such as, “Were there conditions that most frequently elicited these positive responses?” Further interpretive analysis might show that faculty engagement influenced the positive responses, with more positive features being described by residents who had faculty who openly reflected upon their own professionalism or who asked probing questions about the cases. This interpretation can lead to a deeper understanding of the results and to new ideas or theories about relationships and/or about how and why the innovation was or was not effective.

Interpretive analysis is generally seen as being conducted in 3 stages: deconstruction, interpretation, and reconstruction. 11 These stages occur after preparing the data for analysis, ie, after transcription of the interviews or focus groups and verification of the transcripts with the recording.

• Deconstruction refers to breaking down data into component parts in order to see what is included. It is similar to content analysis mentioned above. It requires reading and rereading interview or focus group transcripts and then breaking down data into categories or codes that describe the content.
• Interpretation follows deconstruction and refers to making sense of and understanding the coded data. It involves comparing data codes and categories within and across transcripts and across variables deemed important to the study (eg, year of residency, discipline, engagement of faculty). Techniques for interpreting data and findings include discussion and comparison of codes among research team members while purposefully looking for similarities and differences among themes, comparing findings with those of other studies, exploring theories which might explain relationships among themes, and exploring negative results (those that do not confirm the dominant themes) in more detail.
• Reconstruction refers to recreating or repackaging the prominent codes and themes in a manner that shows the relationships and insights derived in the interpretation phase and that explains them more broadly in light of existing knowledge and theoretical perspectives. Generally one or two central concepts will emerge as central or overarching, and others will appear as subthemes that further contribute to the central concepts. Reconstruction requires contextualizing the findings, ie, positioning and framing them within existing theory, evidence, and practice.

Ensuring Research Quality and Rigor

Within qualitative research, two main strategies promote the rigor and quality of the research: ensuring the quality or “authenticity” of the data and the quality or “trustworthiness” of the analysis. 8 , 12 These are similar in many ways to ensuring validity and reliability, respectively, in quantitative research.

 1. Authenticity of the data refers to the quality of the data and data collection procedures. Elements to consider include:

  • Sampling approach and participant selection to enable the research question to be addressed appropriately (see “Selecting Participants” above) and reduce the potential of having a biased sample.

  •  Data triangulation refers to using multiple data sources to produce a more comprehensive view of the phenomenon being studied, eg, interviewing both residents and faculty and using multiple residency sites and/or disciplines.

  • Using the appropriate method to answer the research questions, considering the nature of the topic being explored, eg, individual interviews rather than focus groups are generally more appropriate for topics of a sensitive nature.

  • Using interview and other guides that are not biased or leading, ie, that do not ask questions in a way that may lead the participant to answer in a particular manner.

  • The researcher's and research team's relationships to the study setting and participants need to be explicit, eg, describe the potential for coercion when a faculty member requests his or her own residents to participate in a study.

  • The researcher's and team members' own biases and beliefs relative to the phenomenon under study must be made explicit, and, when necessary, appropriate steps must be taken to reduce their impact on the quality of data collected, eg, by selecting a neutral “third party” interviewer.

 2. Trustworthiness of the analysis refers to the quality of data analysis. Elements to consider when assessing the quality of analysis include:

  • Analysis process: is this clearly described, eg, the roles of the team members, what was done, timing, and sequencing? Is it clear how the data codes or categories were developed? Does the process reflect best practices, eg, comparison of findings within and among transcripts, and use of memos to record decision points?

  • Procedure for resolving differences in findings and among team members: this needs to be clearly described.

  • Process for addressing the potential influence the researchers' views and beliefs may have upon the analysis.

  • Use of a qualitative software program: if used, how was this used?

In summary, this editorial has addressed 3 components of conducting qualitative research: selecting participants, performing data analysis, and assuring research rigor and quality. See table 2 for the key elements for each of these topics.

Conducting Qualitative Research: Summary of Key Elements

JGME editors look forward to reading medical education papers employing qualitative methods and perspectives. We trust these two editorials may be helpful to potential authors and readers, and we welcome your comments on this subject.

Joan Sargeant, PhD, is Professor in the Division of Medical Education, Dalhousie University, Halifax, Nova Scotia, Canada.

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Chapter 2: Foundations of qualitative research – paradigms, philosophical underpinnings

Darshini Ayton and Tess Tsindos

Learning outcomes

Upon completion of this chapter, you should be able to:

• Recognise and understand the four main paradigms that underpin research.
• Understand how paradigms differ between qualitative and quantitative research.
• Describe the differences between approaches in inductive and deductive research.

What is a paradigm ?

All research takes place within a paradigm. A paradigm is a worldview – a framework of beliefs, values and methods. For researchers, the paradigm or worldview framing their research informs the meaning they interpret from the data. Each researcher works within their own, unique paradigm; this includes the techniques they choose for collecting and analysing data. 1 There are four main research paradigms in social science (see Table 2.1. ) :

• positivist , or scientific , paradigm
• interpretivist , or constructivist , paradigm (also known as the naturalistic paradigm)
• radical , or critical , paradigm
• post – structuralist paradigm. 2,3

These paradigms reflect the researcher ’ s beliefs about what is reality (ontology), knowledge (epistemology), the means to obtain ing knowledge (methodology) and the values of the researcher (axiology). 3 We might think of ontology as ‘what is true’ and epistemology as ‘how do we know those truths?’. The positivist paradigm is suited to quantitative research because it is grounded in the notion of cause and effect . T he remaining three paradigms are suited to qualitative research because they are grounded in exploration and understanding . 3  

Qualitative research is embedded in the interpretivist, or constructivist paradigm. The understandings and beliefs of interpretivism or constructivism can be considered in terms of:

• Assumptions and values: The research seeks to understand what it is to be human, and the significance and meanings people ascribe to life events. It aims to identify what is important and what is evidence. 4
• Researcher–participant relationship: The relationship is ‘intersubjective’ – that is, the researcher is the listener and interpreter of the data obtained from the participant. The researcher discovers the truth of a situation through thinking and analysis, rather than sensory observation. Interpretation is required. 4
• Methodology (the research approach): Qualitative research includes study designs such as descriptive, phenomenology, action research, case study, grounded theory and ethnography. 4 These are covered in section 2 of this textbook.
• Ontology (the nature of reality): The researcher recognises that there are multiple subjective realities, and that these are socially constructed in the interactions between research participants and between the researcher and participants. 5
• Epistemology (the theory of knowledge, or how knowledge is created): Knowledge is derived from the everyday. The researcher creates meaning from the data through their thinking and analysis of the data informed by their encounters with participants. 3
• Axiology (the value and ethics of the research): The research will reflect the values of the researcher who aims to present a balanced interpretation of the results. 5

A good example of the interpretivist or constructivist paradigm is a study exploring physical and bodily pain. We humans each experience pain differently, due to many factors, including how we were socialised to respond to pain in our family and communities, our individual pain threshold, our past experiences of pain and the context of our current pain – what else is happening in that moment of pain. Thus, it is reasonable to say that pain is socially constructed. In health care, pain is measured on a numerical scale, but it is the person’s perception of the pain that determines the number assigned to their pain (self-report). We may therefore question whether there is an objective, scientific method for measuring pain. A common facilitator for pain relief – paracetamol – reduces pain for some people and not for others. Consider why this is the case. (It is the person’s perception of what is working to relieve their perceived pain.) Positivists do not rely on subjective experiences, only facts and a singular truth: objectivity. Constructionists and intepretivists contend that subjective and social experiences create reality, and that there are many truths.

Although it is not one of the four main paradigms, post-positivism is another paradigm that appears in the literature. Post-positivism asserts that there are multiple and competing views of science, and multiple truths. Therefore, researchers cannot be completely objective, unbiased and value-free, as the positivist paradigm asserts. 4 This shift in perspective from positivism to post-positivism has led to the incorporation of qualitative methods into the post-positivist paradigm, to enable the research to explore participants’ experiences of the phenomenon under study. This paradigm is included in Table 2.1. since its basic ontology is similar to the positivist paradigm. 6

Table 2.1. Research paradigms in social science

In Table 2.2. an article is provided to highlight the different components of the research paradigms. Note: The aims are reproduced verbatim from the papers (word for word).

Table 2.2. Examples of paradigms within published research

Approaches in qualitative methods

Approaches are how a researcher intends to carry out their research. In qualitative research, there are two main approaches:

• Inductive: Driven by the participants and their data

An inductive approach employs a ‘whole world’ view and includes the wider social and historical context. It considers the layers that surround the individual – temporal, spatial, ideational, institutional and structural, and focuses on meanings, ideas and experiences. The inductive approach is concerned with participants’ subjective views. When examining what participants have said in an interview, the researcher searches for themes, setting aside preconceived notions. 6 (Review the example in Chapter 3 of exploring seniors’ perceptions of health and loneliness. T he theoretical drive of the research is inductive because it is describ ing and explor ing the perceptions of seniors . ) An inductive research approa ch is hypothesis – generating – this means the researchers do not have preconceived ideas of what they will find in their research and data , and hypotheses will be generated in the process of analysing the data . 6

• Deductive: Driven by a pre-existing theory, framework or series of questions

A deductive approach can employ a theory or framework to guide the research, and responses are usually categorised into pre-determined labels (most often called ‘codes’). This is usually how questionnaires or structured interviews are interpreted. The pre-determined codes are based on the questions asked in interviews or focus groups. A deductive approach, particularly in the positivist paradigm, is hypothesis-testing – the researchers are looking for evidence of specific ideas, concepts and relationships in the research and data. 5

All research takes place within a paradigm, consciously or subconsciously; that is, regardless of whether this is understood by the researcher. To interpret the data well, qualitative researchers must explore and acknowledge their own framework of beliefs, values and methods informing the meaning of their data. Qualitative research is embedded in the interpretivist paradigm. Four main paradigms have been explored and explained in this chapter.

• Donmoyer R. Paradigm. In: Given LM, ed. The SAGE Encyclopedia of Qualitative Research Methods .  SAGE Publications; 2008:591-595.
• Denzin NK, Lincoln YS. The SAGE Handbook of Qualitative Research. SAGE Publications; 2006.
• Giddings LS, Grant BM. Mixed methods research for the novice researcher. Contemp Nurse. 2006;23(1):3-11. doi:10.5172/conu.2006.23.1.3
• Levers, M-JD. Philosophical paradigms, grounded theory, and perspectives on emergence. SAGE Open . 2013;3(4). doi:10.1177/2158244013517243
• Kivunja C, Kuyini AB. Understanding and applying research paradigms in educational contexts. International Journal of Higher Education. 2017;6(5):26-41. doi:10.5430/ijhe.v6n5p26
• Morse JM. The paradox of qualitative research design. Qual Health Res. 2003;13(10):1335-1336. doi:10.1177/1049732303258368
• Loeb M, Bartholomew A, Hashmi M, et al. Medical masks versus N95 respirators for preventing COVID-19 among health care workers: a randomized trial. Ann Intern Med. 2022;175(12):1629-1638. doi:10.7326/M22-1966
• Sterling MR, Tseng E, Poon A, et al. Experiences of home health care workers in New York City during the coronavirus disease 2019 pandemic: a qualitative analysis. JAMA Intern Med. 2020;180(11):1453-1459. doi:10.1001/jamainternmed.2020.3930
• Ananda-Rajah M, Veness B, Berkovic D, Parker C, Kelly G, Ayton D. Hearing the voices of Australian healthcare workers during the COVID-19 pandemic. BMJ Leader. 2021;5:31-35. doi:10.1136/leader-2020-000386
• Boulton M, Garnett A, Webster F. A Foucauldian discourse analysis of media reporting on the nurse-as-hero during COVID-19. Nurs Inq. 2022;29(3):e12471. doi:10.1111/nin.12471

Qualitative Research – a practical guide for health and social care researchers and practitioners Copyright © 2023 by Darshini Ayton and Tess Tsindos is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

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An Introduction to Qualitative Research

• Uwe Flick - Freie Universtität Berlin, Germany
• Description

Continuing to be THE guide to the whole qualitative research process for students, this book looks at both the theory behind qualitative research and how to put it into practice in your own work. For students across a range of social science disciplines and beyond, this is a must to help you enhance your research project. This edition introduces:   

• a decolonisation of methodologies   
• a range of indigenous, queer and feminist perspectives on methodologies
• assistance with defending a viva and alternative forms of assessment to suit a changing world.

More additions to this seventh edition include a section on the subjectivity of a researcher, and how your identity will shape your research. The further reading has been curated to include more than just western voices, providing you with global perspectives on qualitative research. This text introduces how to sensitively undertake ethical and inclusive research with marginalised groups. This book will help you master a comprehensive understanding of qualitative research.

See what’s new to this edition by selecting the Features tab on this page. Should you need additional information or have questions regarding the HEOA information provided for this title, including what is new to this edition, please email [email protected] . Please include your name, contact information, and the name of the title for which you would like more information. For information on the HEOA, please go to http://ed.gov/policy/highered/leg/hea08/index.html .

For assistance with your order: Please email us at [email protected] or connect with your SAGE representative.

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Supplements

Professor Uwe Flick has been a leading qualitative methodologist in the social sciences for decades. His methods texts reflect his considerable talent for presenting complex concepts and approaches in a thorough and accessible manner. This latest text is no exception.

An Introduction to Qualitative Research is a comprehensive guide to the qualitative research process written by an accomplished expert in the field. Uwe Flick is relentless in his efforts and ambition to spread knowledge about a rich research tradition that is continually evolving and refined within the social sciences. It is a volume with both breadth and depth containing what you need to know about qualitative research to be able to try it out. Also more experienced qualitative researchers will find this text valuable and insightful. By covering different research traditions and the use of many examples from real research, the author points out a variety of vital themes for qualitative research and captures its richness.

In the 7th edition of his well-proven Introduction to Qualitative Research the marked expert on qualitative Research, Prof. Flick, has upgraded the scope of his thoroughly basic textbook (e.g.: actual debates on post-colonial perspectives, mixed-methods, qualitative online research). A special merit of the Introduction is, that students get a feeling of what qualitative research is about: many well conditioned didactically examples of classic studies as well as of Flicks and his students´ own research encourage students to do their first steps in Qualitative Research. 

A gentle, supportive, engaging guidebook to the complex terrain of qualitative research. I recommend this book to students because it introduces key debates without jargon, and provides a practical scaffolding for one’s own research design by synthesising each chapter’s learning in a series of critical questions. 

Really useful reference book for students using qualitative research. The addition of non-Western perspectives is particularly helpful.

This is an excellent source for our students. We have recently used a different book for our module, however, this is a valuable resource to help students who are completing qualitative research for their dissertations.

This is a great book for both beginners and seasoned qualitative researchers

Relevance to the module descriptors

Great overview of different research methods that will be really helpful for my students

A very clear introduction to QR - easy to navigate and find information quickly for busy students. Real world application and question prompts mean students can use the book in an active way.

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The Oxford Handbook of Qualitative Research

Patricia Leavy Independent Scholar Kennebunk, ME, USA

A newer edition of this book is available.

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This handbook provides a broad introduction to qualitative research to those with little to no background in the subject while simultaneously providing substantive contributions to the field that will be of interest to even the most experienced researchers. The first two sections explore the history of qualitative research, ethical perspectives, and philosophical/theoretical approaches. The next three sections focus on the major methods of qualitative practice, as well as on newer approaches (such as arts-based research and internet research); area studies often excluded (such as museum studies and disaster studies); and mixed methods and participatory methods (such as community-based research). The next section covers key issues including data analysis, interpretation, writing, and assessment. The final section offers a commentary about politics and research and the move toward public scholarship. The Oxford Handbook of Qualitative Research is intended for students of all levels, faculty, and researchers across the social sciences.

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Qualitative Research: Bridging the Conceptual, Theoretical, and Methodological

Student resources, chapter overviews.

In Chapter Two, Using Conceptual Frameworks in Research , we discuss the role of conceptual frameworks, which include theoretical frameworks, to all aspects and phases of qualitative research. The chapter begins with a definition of what a conceptual framework is, what its key components are, and what it helps you do in your research. We describe the myriad roles and uses of a conceptual framework and discuss how you construct and develop one. We describe how the researcher, tacit theories, study goals, setting and context, and formal theory inform, influence, and shape conceptual frameworks. The chapter then provides commentary on and examples of conceptual frameworks to help you begin to develop and then continue to build and refine your own conceptual framework. The chapter includes suggested strategies for developing your emerging conceptual framework.

Qualitative Research in Corporate Communication

A blogs@baruch site, qualitative research design: chapter 2.

In this chapter, Maxwell focuses on the importance of having a clear understanding of the goals of your research, as they are an important part of the research design and justification of your research. Maxwell refers to goals in the broadest sense including “motives, desires, and purposes” of your research. He states that goals serve two important purposes: 1) “They help guide your design decision to ensure that your study is worth doing, that you or those you write for, get something of value out of it. Second, they are essential to justifying your study, explaining why your results and conclusions matter” (p. 23).

Maxwell describes three different kinds of goals: personal goals, practical goals, and intellectual goals. He notes that it is neither necessary nor advisable for researchers to separate between “their research and the rest of their lives.” He says this separation results in loss opportunities to gain from one’s ”insights, questions, practical guidance” and motivation to get the research done. (p.24).

Maxwell, however, cautions researchers to be aware of their personal goals and biases and how they may be shaping your research such as the selection of your questions, settings, participants, data collection, and the resulting potential impact on your conclusion (p 26). He recommends, “to think about how best to achieve these and to deal with the possible negative consequences of their influence” (p. 27).

Maxwell explains practical goals are focused on “accomplishing something—meeting some need, changing some situation, or achieving some objective.” He describes intellectual goals as focused on “understanding something.” They help researches help determine why and what is happening, and answer questions that previous research has not satisfactorily addressed (p. 28).

Maxwell further notes, “research questions need to be questions that your study can potentially answer.” He cautions against using questions which use terms such as “can” or “should” since they are open-ended in nature and no amount of “data or analysis can fully address (p. 29). Consequently, Maxwell recommends that researchers ensure that they frame their research questions “in ways that help you achieve your study goals.” For further information on designing your research questions see chapter 4.

Maxwell begins discussion on “goals qualitative research can help you achieve” by distinguishing between qualitative research and quantitative research. The most important difference, he states, is that quantitative research employs “variance theory” that is, seeing “the world in terms of variables” (page 29) while qualitative research uses “process theory” which looks at data from the perspective of people, situations and events, the interactions therein forming the basis of analysis. Which is best to use? It depends on the kinds of questions being addressed and intellectual goals (page 29).

Maxwell contends qualitative research is well suited to accomplishing five goals (page 30):

• Understanding the meaning to study participants of events, actions, situations or experiences that affect them. Here, the author notes disagreement among researchers on how study participants interpretation of reality vs. reality is handled (page 30). However, he emphasizes that it is the focus on participant’s interpretation of experiences and how this influences their behavior that is a major distinction from quantitative methods.
• Recognizing how the study participant’s behavior or actions was shaped by context or unique circumstances
• Discerning how process leads to outcomes, actions and events
• Identifying unexpected phenomena and generating new theory
• Developing causal explanations

Maxwell notes that recent research indicates field research is superior to solely quantified approaches in developing explanations of how actual events resulted in specific outcomes.

When tackling credible threats to validity in research methods, the author asserts that qualitative research, with its use of inductive, open-ended strategy has three further advantages:

• It produces readily understood, plausible results and theories. Here Maxwell claries with an example from Patton (1990, pp. 19-24) (page 31)
• Its design is oriented to improving “practices, programs or policies” rather than remaining neutral
• Its process is participatory and collaborative

Maxwell ends this section by highlighting the need for ongoing assessment of “personal, practical and intellectual goals” by the researcher. The examples he provides throughout this chapter illustrates how reassessment can benefit him or her. In particular, Maxwell encourages the use of a “the researcher identity memo,” a writing exercise which may help us clarify the personal identity we bring to the mini study.

Maxwell provides several examples to help illustrate the chapter’s main concepts.

In 2.1 (p 25), Using Personal Experience to Choose a Dissertation Topic , researcher Carol Kaffenberger found her doctoral work suspended by a significant family illness: her daughter’s hospitalization and long term treatment for leukemia.

The crisis caused a significant upheaval in the family, yet Carol believed her other teen children to be coping well. She was then surprised by the amount of lingering anger and distress they exhibited and, even though counseling was her area of expertise, she came to understand that her prior assumptions about their needs had been totally incorrect. Motivated by this rift, Carol switched her dissertation topic to study the long term impact and meaning of adolescent cancer for survivors and siblings.

Message : you might be the best person to study a topic that’s significantly impacted your life.

In 2.2 (p 26), The Importance of Personal Values and Identity , researcher Alan Peshkin experiences widely differing emotions about two of his study subjects: devout rural communities. One community he liked and admitted that he felt “protective” toward its members. In the second, he felt “alienated” and “annoyed.”

Alan’s realization of these biases led him to a preemptive self-examination before embarking on new research. He explored his feelings and goals, then created a tool to avoid perceiving his own “untamed sentiments” as data.

Message : Negative as well as positive biases can effect your research if you don’t recognize them.

In 2.3 (p 32), Deciding on a Dissertation Topic , doctoral student Isabel Londono feels a conflict between her personal, professional and academic interests. She weighs many factors before finally deciding to “do my thesis about something that moves me.”

Message : your research should be on learning about the topic itself, not on how you believe you might profit from the study’s outcome.

In 2.4 (p 35), Researcher Identity Memo , Barbara Noel shares the reasons for her interest in bilingual culture, with a deep exploration of her own developmental experience as a bicultural American. She is candid about the emotions that the topic generates (anger, affinity) and cautions herself that “putting myself in their shoes” might mean making incorrect assumptions about her participants’ meanings.

Of note : Barbara re-evaluated her feelings after research had begun and made additional notes to her memo.

Research Methods

Chapter 2 introduction.

Maybe you have already gained some experience in doing research, for example in your bachelor studies, or as part of your work.

The challenge in conducting academic research at masters level, is that it is multi-faceted.

The types of activities are:

• Finding and reviewing literature on your research topic;
• Designing a research project that will answer your research questions;
• Collecting relevant data from one or more sources;
• Analyzing the data, statistically or otherwise, and
• Writing up and presenting your findings.

Some researchers are strong on some parts but weak on others.

We do not require perfection. But we do require high quality.

Going through all stages of the research project, with the guidance of your supervisor, is a learning process.

The journey is hard at times, but in the end your thesis is considered an academic publication, and we want you to be proud of what you have achieved!

Probably the biggest challenge is, where to begin?

• What will be your topic?
• And once you have selected a topic, what are the questions that you want to answer, and how?

In the first chapter of the book, you will find several views on the nature and scope of business research.

Since a study in business administration derives its relevance from its application to real-life situations, an MBA typically falls in the grey area between applied research and basic research.

The focus of applied research is on finding solutions to problems, and on improving (y)our understanding of existing theories of management.

Applied research that makes use of existing theories, often leads to amendments or refinements of these theories. That is, the applied research feeds back to basic research.

In the early stages of your research, you will feel like you are running around in circles.

You start with an idea for a research topic. Then, after reading literature on the topic, you will revise or refine your idea. And start reading again with a clearer focus ...

A thesis research/project typically consists of two main stages.

The first stage is the research proposal .

Once the research proposal has been approved, you can start with the data collection, analysis and write-up (including conclusions and recommendations).

Stage 1, the research proposal consists of he first three chapters of the commonly used five-chapter structure :

• Chapter 1: Introduction
• An introduction to the topic.
• The research questions that you want to answer (and/or hypotheses that you want to test).
• A note on why the research is of academic and/or professional relevance.
• Chapter 2: Literature
• A review of relevant literature on the topic.
• Chapter 3: Methodology

The methodology is at the core of your research. Here, you define how you are going to do the research. What data will be collected, and how?

Your data should allow you to answer your research questions. In the research proposal, you will also provide answers to the questions when and how much . Is it feasible to conduct the research within the given time-frame (say, 3-6 months for a typical master thesis)? And do you have the resources to collect and analyze the data?

In stage 2 you collect and analyze the data, and write the conclusions.

• Chapter 4: Data Analysis and Findings
• Chapter 5: Summary, Conclusions and Recommendations

This video gives a nice overview of the elements of writing a thesis.

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An Introduction to Qualitative Research

Student resources, chapter 3: theoretical frameworks.

Frost, N., Nolas, S. M., Brooks-Gordon, B., Esin C., Holt A. Mehdizadeh L., & Shinebourne, P. (2010). Pluralism in qualitative research: The impact of different researchers and qualitative approaches on the analysis of qualitative data

This article outlines a multi-perspective comparative approach to qualitative research.

Frost, N., Nolas, S. M., Brooks-Gordon, B., Esin C., Holt A. Mehdizadeh L., & Shinebourne, P. (2010). Pluralism in Qualitative Research: The Impact of Different Researchers and Qualitative Approaches on the Analysis of Qualitative Data, Qualitative Research, 10: 441–460.

Maxwell, J. & Chmiel, M. (2014). Notes toward a theory of qualitative data analysis.

This chapter outlines theoretical assumptions of qualitative data analysis, which give some orientation about how to conceive qualitative research in general from a critical realist perspective.

Maxwell, J., & Chmiel, M. (2014). Notes toward a theory of qualitative data analysis. In U. Flick (Ed.), The SAGE handbook of qualitative data analysis (pp. 21–34). Sage. http://methods.sagepub.com/Reference/sage-encyc-qualitative-research-met...