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Qualitative research is a method of inquiry employed in many different academic disciplines, traditionally in the social sciences, but also in market research and further contexts.[1] Qualitative researchers aim to gather an in-depth understanding of human behavior and the reasons that govern such behavior. The qualitative method investigates the why and how of decision making, not just what, where, when. Hence, smaller but focused samples are more often needed than large samples.
In the conventional view, qualitative methods produce information only on the particular cases studied, and any more general conclusions are only propositions (informed assertions). Quantitative methods can then be used to seek empirical support for such research hypotheses. This view has been disputed by Oxford University professor Bent Flyvbjerg, who argues that qualitative methods and case study research may be used both for hypotheses-testing and for generalizing beyond the particular cases studied.[2]
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Qualitative researchers may use different approaches in collecting data, such as the grounded theory practice, narratology, storytelling, classical ethnography, or shadowing. Qualitative methods are also loosely present in other methodological approaches, such as action research or actor-network theory. Forms of the data collected can include interviews and group discussions, observation and reflection field notes, various texts, pictures, and other materials.
Qualitative research often categorizes data into patterns as the primary basis for organizing and reporting results. Qualitative researchers typically rely on the following methods for gathering information: Participant Observation, Non-participant Observation, Field Notes, Reflexive Journals, Structured Interview, Semi-structured Interview, Unstructured Interview, and Analysis of documents and materials.[3]
The ways of participating and observing can vary widely from setting to setting. Participant observation is a strategy of reflexive learning, not a single method of observing.[4] In participant observation[5] researchers typically become members of a culture, group, or setting, and adopt roles to conform to that setting. In doing so, the aim is for the researcher to gain a closer insight into the culture's practices, motivations and emotions. It is argued that the researchers' ability to understand the experiences of the culture may be inhibited if they observe without participating.
Some distinctive qualitative methods are the use of focus groups and key informant interviews. The focus group technique involves a moderator facilitating a small group discussion between selected individuals on a particular topic. This is a particularly popular method in market research and testing new initiatives with users/workers.
One traditional and specialized form of qualitative research is called cognitive testing or pilot testing which is used in the development of quantitative survey items. Survey items are piloted on study participants to test the reliability and validity of the items.
In the academic social sciences the most frequently used qualitative research approaches include the following:
The most common analysis of qualitative data is observer impression. That is, expert or bystander observers examine the data, interpret it via forming an impression and report their impression in a structured and sometimes quantitative form.
Coding is an interpretive technique that both organizes the data and provides a means to introduce the interpretations of it into certain quantitative methods. Most coding requires the analyst to read the data and demarcate segments within it. Each segment is labeled with a “code” – usually a word or short phrase that suggests how the associated data segments inform the research objectives. When coding is complete, the analyst prepares reports via a mix of: summarizing the prevalence of codes, discussing similarities and differences in related codes across distinct original sources/contexts, or comparing the relationship between one or more codes.
Some qualitative data that is highly structured (e.g., open-end responses from surveys or tightly defined interview questions) is typically coded without additional segmenting of the content. In these cases, codes are often applied as a layer on top of the data. Quantitative analysis of these codes is typically the capstone analytical step for this type of qualitative data.
Contemporary qualitative data analyses are sometimes supported by computer programs, termed Computer Assisted Qualitative Data Analysis Software. These programs do not supplant the interpretive nature of coding but rather are aimed at enhancing the analyst’s efficiency at data storage/retrieval and at applying the codes to the data. Many programs offer efficiencies in editing and revising coding, which allow for work sharing, peer review, and recursive examination of data.
A frequent criticism of coding method is that it seeks to transform qualitative data into quantitative data, thereby draining the data of its variety, richness, and individual character. Analysts respond to this criticism by thoroughly expositing their definitions of codes and linking those codes soundly to the underlying data, therein bringing back some of the richness that might be absent from a mere list of codes.
Some qualitative datasets are analyzed without coding. A common method here is recursive abstraction, where datasets are summarized, those summaries are then further summarized, and so on. The end result is a more compact summary that would have been difficult to accurately discern without the preceding steps of distillation.
A frequent criticism of recursive abstraction is that the final conclusions are several times removed from the underlying data. While it is true that poor initial summaries will certainly yield an inaccurate final report, qualitative analysts can respond to this criticism. They do so, like those using coding method, by documenting the reasoning behind each summary step, citing examples from the data where statements were included and where statements were excluded from the intermediate summary.
Some techniques rely on leveraging computers to scan and sort large sets of qualitative data. At their most basic level, mechanical techniques rely on counting words, phrases, or coincidences of tokens within the data. Often referred to as content analysis, the output from these techniques is amenable to many advanced statistical analyses.
Mechanical techniques are particularly well-suited for a few scenarios. One such scenario is for datasets that are simply too large for a human to effectively analyze, or where analysis of them would be cost prohibitive relative to the value of information they contain. Another scenario is when the chief value of a dataset is the extent to which it contains “red flags” (e.g., searching for reports of certain adverse events within a lengthy journal dataset from patients in a clinical trial) or “green flags” (e.g., searching for mentions of your brand in positive reviews of marketplace products).
A frequent criticism of mechanical techniques is the absence of a human interpreter. And while masters of these methods are able to write sophisticated software to mimic some human decisions, the bulk of the “analysis” is nonhuman. Analysts respond by proving the value of their methods relative to either a) hiring and training a human team to analyze the data or b) letting the data go untouched, leaving any actionable nuggets undiscovered.
Contemporary qualitative research has been conducted from a large number of various paradigms that influence conceptual and metatheoretical concerns of legitimacy, control, data analysis, ontology, and epistemology, among others. Research conducted in the last 10 years has been characterized by a distinct turn toward more interpretive, postmodern, and critical practices.[6] Guba and Lincoln (2005) identify five main paradigms of contemporary qualitative research: positivism, postpositivism, critical theories, constructivism, and participatory/cooperative paradigms.[6] Each of the paradigms listed by Guba and Lincoln are characterized by axiomatic differences in axiology, intended action of research, control of research process/outcomes, relationship to foundations of truth and knowledge, validity (see below), textual representation and voice of the researcher/participants, and commensurability with other paradigms. In particular, commensurability involves the extent to which paradigmatic concerns “can be retrofitted to each other in ways that make the simultaneous practice of both possible”.[7] Positivist and postpositivist paradigms share commensurable assumptions but are largely incommensurable with critical, constructivist, and participatory paradigms. Likewise, critical, constructivist, and participatory paradigms are commensurable on certain issues (e.g., intended action and textual representation).
A central issue in qualitative research is validity (also known as credibility and/or dependability). There are many different ways of establishing validity, including: member check, interviewer corroboration, peer debriefing, prolonged engagement, negative case analysis, auditability, confirmability, bracketing, and balance. Most of these methods were coined, or at least extensively described by Lincoln and Guba (1985)[8]
By the end of the 1970s many leading journals began to publish qualitative research articles[9] and several new journals emerged which published only qualitative research studies and articles about qualitative research methods.[10]
In the 1980s and 1990s, the new qualitative research journals became more multidisciplinary in focus moving beyond qualitative research’s traditional disciplinary roots of anthropology, sociology, and philosophy.[10]
The new millennium saw a dramatic increase in the number of journals specializing in qualitative research with at least one new qualitative research journal being launched each year.