Features of qualitative studyNaturalistic◦◦Actual situations as the direct source of dataThe researcher is the key instrument and goes to the ◦particular setting under studyConcerned with the context and processDescriptive◦Everything could be a clue to a more comprehensive understanding of what is under studyInductive◦Start with no hypothesis (no presuppositions about the subject)◦◦Putting the pieces together to find out the whole◦Let the understanding evolve through the processBottom upConcerned with Meaning◦◦Interested in the life as well as the understanding of peopleHow do people negotiate meaning?Important Important issues about qualitative researchissues about Generalizability: ◦Qualitative research findings are generalizableto some extent◦Effecting changes is more important than generalizabilitySubjectivity:◦As a researcher, you should reduce your opinions, prejudices, and other biases as much as possible.◦Get rid of the assumptions before you start◦Try to minimize and overcome your prejudice which may haveeffect on the data.Process is more important than prediction and verification◦Making adjustments if necessaryTruthful to the findingsMore about qualitative researchRelationship between the researcher and the researched◦Full respect for the participants◦Cooperation◦Going along with the research and the researched Presence of the researcher:◦The researcher should try to make the subjects forget the existence of the camera, recorder, etc.Different researchers:◦They may not come up with exactly the same results, but they surely share some similarities.2
What is a quantitative researchDefinition:◦an inquiry into a socialbased on testing a theoryor human problem variables, measured with numbers, and composed of analyzed with statistical procedures, into determine whether the predictive order generalizations of the theory hold trueIt is a formal, objective, systematic process in which numerical data are utilized to obtain information about the worldFeatures of Quantitative StudyQuantitative research is about quantifying the relationships between variables. The researcher knows in advance what he or she is looking for.Goal: Prediction, control, confirmation, test hypotheses.All aspects of the study are carefully designed before data are collected. The researcher tends to remain objectively separated from the subject matter.Deductive --to test theory/hypothesis8Comparison between qualitative and quantitative research1.Terms/phrases associated with the approach2.Key concepts associated with the approach3.Theoretical affiliation4.Academic affiliation5.Goals6.Design7.Data 8.Sample9.Techniques or methods10.Relationship with subjects11.Instruments and tools12.Data analysis13.Written research proposals3
1. Terms/phrases associated with the approachQualitativeQuantitative◦Naturalistic◦Fieldwork◦Experimental◦Soft data◦Harddata◦Inner perspective◦Outer perspective◦Ethnographic◦Positivist◦Participant observation◦Social facts◦Life history◦Statistical◦Case study◦Scientific method◦Narrative◦Inductive ◦Descriptive◦Interpretive2. Key concepts associated with the approachQualitativeQuantitative◦Meaning◦Viability◦Definitionof situation◦Reliability◦Everydaylife◦Hypothesis◦Negotiated order◦Validity◦Understanding◦Statistically significant◦Process◦Replication◦For all practical purposes◦Prediction ◦Social construction3. Theoretical affiliationQualitativeQuantitative◦Symbolicinteraction◦Structuralfunctionalism◦Ethnomethodolgy◦Realism, positivism◦Phenomenology◦Behaviorism◦Culture◦Logical empiricism◦Idealism◦Systems theory4
4. Academic affiliationQualitativeQuantitative◦Sociology◦Sociology◦History◦Psychology◦Anthropology ◦Economics◦Political science5. GoalsQualitativeQuantitative◦Developconceptssensitizing ◦Theory testing◦Establishing facts◦Describerealitiesmultiple ◦Showbetween variablesrelationship◦Developunderstanding◦Prediction6. Design QualitativeQuantitative◦Evolving◦Flexible◦Structured◦General hunch as to ◦Predeterminedhow you might ◦Formal, specificproceed◦Detailed plan of operation5
7. Data QualitativeQuantitative◦Descriptive◦Personal documents◦Quantitative◦Fieldnotes◦Quantifiable coding◦Photographs◦Counts, measures◦People’s own words◦Operationalizedvariables◦Official documents and other artifacts◦Statistics8. Sample QualitativeQuantitative◦Small◦Non-representative◦Large◦Theoretical sampling◦Stratified◦Snow-ball sampling◦Control groups◦Purposeful◦Precise◦Random selection◦Control of extraneous variables9. Techniques or methodsQualitativeQuantitative◦Reviewing various documents, etc.◦Experiments◦Quasi experiments◦Observation◦Structured ◦Open-endedinterviewingobservations◦Structured ◦Firstperson accountsinterviewing◦Survey research6
10. Relationship with subjectsQualitativeQuantitative◦Empathy◦Detachment◦Emphasis on trust◦Short-term◦Egalitarian◦Distant◦Subject as friend◦Subject-researcher◦Intense contact◦Circumscribed11. Instruments and toolsQualitativeQuantitative◦Tape recorder◦Inventories◦Transcriber◦Questionnaires◦Computer◦Indexes◦Scales◦Test scores◦Computer12. Data analysisQualitativeQuantitative◦Inductive◦Deductive◦Ongoing◦Occurs at conclusion ◦Procedures not of data collectionstandardized◦Obtrusiveness◦Difficultpopulationsto study large ◦Validity7
13. Written research proposalsQualitativeQuantitative◦Brief◦Extensive◦Speculative◦Detailed and ◦Suggests areasspecific in focusmay be relevant to research ◦Detailed and ◦Oftenspecific in data have been collectedwritten after some procedure◦Not◦Written prior to data substantive literature extensive in collectionreview◦Thorough review of substantive ◦General statement of literatureapproach◦HypothesisQualitative vs. QuantitativeCan qualitative and quantitative approaches be used together?◦Combination of both qualitative and quantitative research: More convincingHow does qualitative research differ from quantitative research?◦Qualitative: What is the nature of a problem? ◦Quantitative: To what extent the problem is existing?Which research approach is better, qualitative or quantitative?◦It depends on the purpose of your research, i.e., what you want to find out.What makes a study scientific and convincing?Is it scientific?◦Quantitative research is supported by statistics; Numbers can tell something, but not everything.◦Sometimes we need to know the nature of a phenomenon, and something that cannot be quantified.◦What is difficult to understand does not necessarily mean it is more scientific.What makes it scientific is:◦the consistence in philosophical understanding and procedural methods◦open recognition of researcher’s perspective and subjectivity8
Summary: and quantitative researchEssentials Essentials of qualitative of qualitative QualitativeQuantitativeInductive: bottom-upDeductive: top-downIn-depthLarge scaleInterpretiveValidityMeaningStatisticsInterviews QuestionnairesGenerates theoryTests hypothesisSurvey DesignQuestionnaire◦A document containing a set of questions, which has been specially formulated as a means of collecting information and surveying opinions, etc. on a specified subject or theme, etc.Interview◦A talk through which the researcher asks the interviewee a series of questions to find out some information about the interviewee.Seven usual types of survey questions1.Demographic questions2.Yes-no questions3.Multiple choice questions4.List questions5.Scale questions6.List-rank questions7.Open-ended questions9
1.Demographic questionsDemographical information of target subjects, such as age, gender, nationality, educational background, occupation, etc.Be cautious when asking private and sensitive questions, such as religion, political affiliation, etc.marital status, income,2. Yes-2. Yes-No QuestionsThe formal term of Yes/No questions is “dichotomous questions”This type of questions offer the respondent a choice between two options, and instantly divide the opinions into two groups. ◦Example:Do you have on-the-job training programs in your company?A. Yes. B. No.3. Multiple Choice questionsDefinition:◦Fixed alternative questions that allow the respondents to choose one answer from a pool of given replies.◦The most important quality: All the choices to a certain question must be fully exclusive to each other.Only one can be chosen to answer the question from the options specified◦Example:YourA.opiniononpresentEnglishtextbook:D. displeased E. very displeased verypleased B. pleased C. neutral 10
4. List questionsIn your specified context or scenario, make a list of answers for the subjects to choose from, usually with no limit on the number of choicesPut a bracket (for “other” choices) at the end of all choices◦Example:Which of the following have you attended in the past six months?A. Art exhibitionB. balletC. cinemaD. ConcertE. dramaF. KaraokeG. LectureH. musicalsI. operaJ. Other performances______________(please specify)5. Scale questionsLikertotherwise immeasurable qualities such as approach, scale questions are designed to measure outlook, position, attitude, mind-set and ways of thinking◦Example:Read the statement below, then circle the number that best indicates your agreement or disagreement with that statement“The course provided at this university are as good as I’d expected.”StronglyStronglyagreedisagree123456. List-6. List-Rank questionsList-rank questions is a combination of multiple-choice and scale questions. With this type, you first provide a list of questions, and each is followed by some fixed alternatives◦Example:As you see it, making a phone call while driving a vehicle is: Risky12345SafeCool12345Not coolCute12345Not cuteExpert12345Inexpert11
Closed questions (封闭式问题)The previous 6 types of questions are more or less “closed questions”, which provide several answers following each question and require the subjects to select one of the answers. You can put marks before answers, efor B, 3 for C, 2ofthequestionnaireforD,canandbe1quantified.forE. Theng. 5 for A, 4 theresultsAdvantages and disadvantages of closed questions◦Advantages: easy for both the subjects and the designer◦Drawbacks: the subjects may have much more than we can hear.7. Open7. Open-(开放式问题-ended ended question)questionOpen questions do not require a simple answer and can be answered freelyby the subject◦e.g. What’s your opinion on the present English textbook?However, such kind of questions cannot be quantified. It can only be used in qualitativeresearch. Advantages and disadvantages:◦Advantages: Respondents have much more space for their opinions. Meanwhile they are provided opportunities to express in their own words.◦Disadvantages: Respondents may digress from the topic, and the data obtained can be miscellaneous, which may make the subsequent analysis more difficult and time-consuming.Questionnaire Design ProcessThedescribeddesignofaquestionnaireinclude:intermsofaseriesofcanSTEPSbethat(1)Selectingthemodesofadministration(2)Specifyingwhatkindofdatayouintendtocollect(3)Determiningthewayyouprocessthequestionnairedata(4)Decidingonthecontentofindividualitems(5)Choosingquestionstructure(6)Determiningtheorderofquestions(7)Decidingtheformatofaquestionnaire(8)Conductingapilotstudytotestthequestionnaire12
Cover letterQuestionnaires start with a cover letter◦It often starts by addressing the target respondents with “Dear Sirs and madams” or “Dear Friends”, like a letter.◦It includes a short preface about you as the researcher and a problem statement explaining your research question and your purpose for this survey.◦The problem and its possible solutions are your central points for which you want other people to contribute to, at least to voice their say.Criteria for a Good Questionnaire(1)Having high internal validity◦The items in the questionnaire must be the variables you really want to investigate(2)Four cautions in setting achievable questions:◦Reasonable, considerate, concrete, integration(3)Taking a professional outlookContains a cover letter and a problem statementAvoid crowding questions together to make the questionnaire look shorter.Do not print one question across two pages.Using the printing papers of high quality to make reading clear and easy.Types of InterviewWhat types of interview to adopt depends on the goal of your research◦Personal interview or Group interview◦Telephone interview or Face-to-face interviewThere are three types of interviews depending on the degree of freedom on the part of the interviewer.(1) Unstructured interview (非结构化访谈)(2) Semi-structured interview (半结构化访谈)(3) Structured interview (结构化访谈)13
Types of Interview(1) Unstructured interview (open interviews)◦An informal, friendly conversation, providing interviewers with a lot of freedom, with questions generated spontaneously in the natural flow of the interaction.(2)Semi-structured interview◦It is conducted according to an interview schedule prepared in advance, but the order and actual wording of the questions need not be determined before the interview.(3)Structured interview◦It consistsand arranged with the intention of taking each interviewee of a set of open-ended questions carefully worded through the same sequence and asking each interviewee the same questions with essentially the same words.Process of an interviewBefore the interview◦◦Appointment: time and placePreparation:Facilities: recorder, video camera, batteriesBackground informationInterview guidelines (questions)During the interview◦◦Start with some small talk◦Asking for permission to record◦Explaining your purposesTaking notesAfter the interview◦◦Save the files to your computer◦Write down your journal◦Do the transcription as soon as possible◦Read relevant literature and rethink the issueBe objective when analyzing the dataPrinciplesListen carefullyDo not take things for grantedAsk questions when you are not sure about the meaningProbe into the native concepts Jump on opportunities for new understanding of something you thought you knewGive up your plan when necessaryKeep an open mindBe aware of your assumptionsThe same question can mean very different things to different peopleStay focused but try not to interruptTry to bring the interviewee back cleverly when he starts to digress14
Interviewing StrategiesUsing a tape recorderProbinglearning how to probe effectively.: The key to successful interviewing is ◦Silent probe◦Echo probe ◦Uh-huh probeWhat do you mean?Could you explain that?Conversational style: Why did you say that?◦in a natural manner; ◦keep the conversation on the track; ◦flexibility and spontaneity.A good interviewEasy conversationKeep the conversation on trackThe interviewer does the probing and the interviewee does the talkingAvoid reading from your interview guidelineLet the flow of the conversation go at its own pace, do not rushDiagnose the following questions raised by Exercise 1: the interviewer.Purpose of the study:◦Try to find out whether there is any relationship between language level and students’ thinking abilities in second language writingQuestions to be asked in the interview (for English majors)◦Do you think English level will influence your thinking ability in writing?◦What do you think of the present English education in relation to the development of thinking abilities?◦Do you think your thinking ability will be improved if you major in another subject?15
Another Example Purpose:◦to investigate the status of people who participated in the graduate entrance examination for at least twice or those who have just failed and want to try againResearch plan:◦to look for subjects on the internet through carefully browsing some graduate entrance examination forums and get access to them. Interview them through QQ.Basic questions like their gender, age, birthplace, family members, economic status, educational background, etc.Do you think an MA degree can guarantee you a better Other questions:1.job? Have you seen any counter-truth?2.Do you think it is proper for people above 25 to make efforts to enter the graduate school?3.Which university have you applied? If you fail your first application, are you willing to be adjusted to a less good university or college?4.How many times have you taken part in the graduate entrance examination? At most how many times can you endure?5.If you fail again, will you make another effort? Why? Or why not?6.How did you pass the failure time? How long did it take you to get rid of the shadow of failure? Relationship between Questionnaires and InterviewsQuestionnaires may contain closed questions or open-ended questions. Similarly, interviews may be conducted by open-ended questions or closed questions. Only truly lead to opened-endedquestions can quantified.qualitative data, and cannot be 16
FieldworkThe success of qualitative studies depends on the establishment of good human relationshipThe purpose of fieldwork is to maximize the possibility of acquiring quality dataGetting into the Field◦To establish relationship with the participants◦To build up a rapport with the informants◦To get support from the administrators◦To gaining access to dataTaking fieldnotesTaking fieldnotesStarting your observation without an assumptionFinding a focus in your observationKeeping yourself focused in your observationTaking notes and sharing your experience in observationA sample of an observation reportObservation Report on ________________Date: Time:Place:Observer:Purpose: To find out …Details◦Topic sentence◦First, ◦Second, ◦…◦Summary Discussion17
Try it out!Interview:◦Work out your interview guidelines based on your research questions◦Interview relevant people who may provide the information you need◦Tape it down for transcriptionQuestionnaire:◦Design your questionnaire based on your research questions◦Do a pilot study among a small sample of subjects◦Summarize the results of the survey18
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