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Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

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Page 1: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Trinity Washington University

Qualitative Data CollectionStrategy, Populations, and Instruments

Research Rescue LabDr. Kelley Wood

Page 2: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

Business and Graduate Studies 2

Topic of Inquiry

Literature Survey

Research Questions Abstract Introducti

onLiterature

ReviewResearch Methods

Results / Findings Discussion

Dr. Kelley Wood

Page 3: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

3Business and Graduate StudiesDr. Kelley Wood

Page 4: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

4Business and Graduate StudiesDr. Kelley Wood

Page 5: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Literature Review– This chapter builds the argument, through

logic, that is the basis of the study• The result of this is the Theoretical Construct,

or Conceptual Map, or Literature Map• Provides the operational (measurement)

definitions of the constructs or factors– Theoretical Model

• Diagram, figure, map• Hierarchy, relationship, process, matrix

5Business and Graduate StudiesDr. Kelley Wood

Page 6: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Research Methods– Determine the strategy for collecting

data– Define the population– Develop the Data Collection

Instrument• Derived from the Qualitative Theoretical

Construct, or Literature Map

6Business and Graduate StudiesDr. Kelley Wood

Page 7: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Research Methods– Determine the strategy for collecting

data• Research problem and research

questions• Explore and understand a phenomena

– Little known of the constructs or factors– Little research available– New populations or groups

7Business and Graduate StudiesDr. Kelley Wood

Page 8: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Research Methods– Determine the strategy for collecting data

• Employs emerging methods– Theory emerges from data

• Open-ended questions– Some semi-structured questions for clarification

• Interview, observation, documents, media (audio/video), texts, images

• Concepts to categories to themes to patterns• Interpretation

8Business and Graduate StudiesDr. Kelley Wood

Page 9: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Research Methods– Determine the strategy for collecting

data• Popular Strategies

– Narrative– Phenomenology– Ethnography– Case study– Grounded theory

9Business and Graduate StudiesDr. Kelley Wood

Page 10: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

10Business and Graduate StudiesDr. Kelley Wood

Page 11: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Research Methods– Role of the Researcher

• Researcher has sustained intensive experience with participants • Strategic, ethical, and personal issues can arise• Discuss prior experiences with participants, setting or

research problem • Indicate how these experiences may potentially shape

the interpretations the researchers make during the study

• Comment on the connection between the researchers and participants and the research site that may unduly influence the researcher's interpretations

• Indicate steps to get IRB permissions

11Business and Graduate StudiesDr. Kelley Wood

Page 12: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Research Methods– Role of the Researcher

• Discuss steps to gain entry into the setting• Why was the site chosen for study?• What activities will occur at the site during the

research study? • Will the study be disruptive?• How will the results be reported? • What will the gatekeeper gain from the study?

– Comment about ethical issues that may arise and indicate how the research will address each

12Business and Graduate StudiesDr. Kelley Wood

Page 13: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Research Methods– Define the population

• Purposeful selection of the participants– What is the setting?– Who is to be included? Excluded?– The event involved?– The process involved?

• Number of participants– Small numbers are recommended– Avoid saturation

13Business and Graduate StudiesDr. Kelley Wood

Page 14: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Research Methods– Define the population

• What is the form of the data collected?– Interview, observation– What documents, media are to be included?

– Discuss the advantages and the limitations of the population and the data form• See Table 9.2 Creswell (2013, pp. 191-

192)

14Business and Graduate StudiesDr. Kelley Wood

Page 15: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Research Methods– Develop the Data Collection

Instrument• Derived from the Qualitative Theoretical

Construct, or Literature Map

15Business and Graduate StudiesDr. Kelley Wood

Page 16: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

16

Th

eory

Con

stru

ct o

r Fa

ctor

Concept

Concept

ConceptC

on

stru

ct

or

Fact

or

Concept

Concept

Concept

Becomes the…

Business and Graduate StudiesDr. Kelley Wood

Page 17: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

17

Inte

rvie

w o

r C

onstru

ct Key

Con

struct o

r Fa

ctor

Question

Question

Question

Con

struct

or Fa

ctor

Question

Question

Question

Becomes the…

Business and Graduate StudiesDr. Kelley Wood

Page 18: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Purpose of data collection instrument– Clarify relationships between concepts– To discover more about the phenomena of

interest– To test propositions

• Which is really to say we are testing the theoretical construct, or model

18Business and Graduate StudiesDr. Kelley Wood

Page 19: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Interviews, Questionnaires, and Surveys– Schensul, Schensul, & LeCompte

(2009, chapters 6, 7, & 8)• Ethnography

– Process is predicated on the understanding that nothing is really known of a new culture to be studied

– Uses scientific methodology to develop a greater understanding

19Business and Graduate StudiesDr. Kelley Wood

Page 20: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Ethnography– Process is predicated on the

understanding that nothing is really known of a new culture to be studied

– Moves from • Open-ended Observation • Open-ended Interviews• Semi-structured Interviews• Structured (directed) Surveys

20Business and Graduate StudiesDr. Kelley Wood

Page 21: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Ethnography– Process is predicated on the

understanding that nothing is really known of a new culture to be studied

– Follows the Mixed Methods pattern • Qualitative to Quantitative• Development of theory• Testing of theory

21Business and Graduate StudiesDr. Kelley Wood

Page 22: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Ethnography– Process is predicated on the

understanding that nothing is really known of a new culture to be studied

– Follows the sequential mixed methods pattern • Qualitative

– Development and testing of propositions– Propositions = local or low level theories

• Testing– Development of theory

22Business and Graduate StudiesDr. Kelley Wood

Page 23: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Developing the instrument– Follow the continuum of

abstraction• Observation

– Description of domains, macro-structural features, cultural continuities

• Interviews– Description of constructs or factors,

sub-factors, identification of cultural variation

23Business and Graduate StudiesDr. Kelley Wood

Page 24: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Developing the instrument– Follow the continuum of

abstraction• Questionnaire

– Refined description of constructs or factors, sub-factors, identification of cultural variation

• Survey– Identification of variables, testing of

associations and predictive models

24Business and Graduate StudiesDr. Kelley Wood

Page 25: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Constructing the instrument– Variable (concept) development

• Domain to Factors to Variables (concepts)

• Example– Domain – Work: – Construct or Factor - Satisfaction with job

» Variables (concepts)» Compensation, autonomy,

motivation, relationships – coworkers and supervisors or management Position, advancement, relevance, decision making power, support

25Business and Graduate StudiesDr. Kelley Wood

Page 26: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

Interviews

26Business and Graduate StudiesDr. Kelley Wood

Page 27: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Open-ended interviews– Schensul, Schensul, & LeCompte (1999, chapter 6)

• Purpose of the open-ended interview– Explore undefined domains– Identify new domains– Break known domains into factors and subfactors– Obtain contextual and historical information to

orient the research– Build understanding and positive relationships with

the study population– To understand the individual lived experiences of

participants– To understand participant’s meaning schemas

27Business and Graduate StudiesDr. Kelley Wood

Page 28: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Think of the interview in the continuum of ethnographic methodology– Qualitative

• Open-ended observation• Structured observation

– Observe for specific constructs, interactions, behaviors

• Open-ended interview– Open-ended questions

• Semi-structured questionnaire– Semi-directed questions

28Business and Graduate StudiesDr. Kelley Wood

Page 29: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• And the continuum of the data developed– Qualitative

• Open-ended observation–Determine initial constructs and

domains• Structured observation

–Refine domains and constructs

29Business and Graduate StudiesDr. Kelley Wood

Page 30: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection• And the continuum of the data developed

– Qualitative• Open-ended interview

– Deeper understanding of domains and constructs

– Determine factors that comprise the domains and constructs

– The factors are your Dependent and Independent Variables

• Semi-structured questionnaire– Specific understanding of factors (variables)– Determine subfactors that comprise the

factors

30Business and Graduate StudiesDr. Kelley Wood

Page 31: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Interview questions relate to a factor– Do not go as deep as the variable (concept)– Develop data that relates to your research

questions

• Purpose of the questions– Open-ended questions

• Inspire a narrative account of the participant’s experience

• Inspire the participant to relate naturally• Not to meet an expectation

• Applied to a limited population31Business and Graduate StudiesDr. Kelley Wood

Page 32: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Open-ended questions– Represent the factors in the domain – Inclusive of a factor or multiple factors– Do not lead the response or express bias

• Prepare probing and clarifying questions– Neutral agreement– Repeat what is said as a question– Ask for more information– Ask for their opinion– Ask for clarification of discrepancies– Ask for clarification of terms and acronyms

32Business and Graduate StudiesDr. Kelley Wood

Page 33: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

EXERCISE 1

In the handout

33Business and Graduate StudiesDr. Kelley Wood

Page 34: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

Questionnaires

34Business and Graduate StudiesDr. Kelley Wood

Page 35: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Open-ended and semi-structured interviews– Schensul, Schensul, & LeCompte (1999,

chapter 7)

• Purpose of the semi-structured interview– Clarify central domains and factors– Operationalize factors into variables

(concepts)– Develop a preliminary hypothesis– Develop the qualitative base for a

quantitative survey35Business and Graduate StudiesDr. Kelley Wood

Page 36: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Think of the questionnaire in the continuum of ethnographic methodology

36Business and Graduate StudiesDr. Kelley Wood

Page 37: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Qualitative– Open-ended observation– Structured observation

• Observe for specific constructs, interactions, behaviors

– Open-ended interview• Open-ended questions

– Semi-structured questionnaire• Semi-directed questions

• Quantitative– Survey

• Closed-ended questions

37Business and Graduate StudiesDr. Kelley Wood

Page 38: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• And the continuum of the data developed

38Business and Graduate StudiesDr. Kelley Wood

Page 39: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection• Qualitative

– Open-ended observation• Determine initial constructs and domains

– Structured observation• Refine domains and constructs

– Open-ended interview• Deeper understanding of domains and constructs• Determine factors that comprise the domains and constructs• The factors are your Dependent and Independent Variables

– Semi-structured questionnaire• Specific understanding of factors (variables)• Determine subfactors that comprise the factors

• Quantitative– Survey

• Measuring the subfactors

39Business and Graduate StudiesDr. Kelley Wood

Page 40: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Questions link back directly to a Construct or a Factor– Develop data that relates to your research

questions

• Purpose of the questions– Semi-structured questions

• Semi-directed• Provide focus• Not leading

– Question does not contain the expected answer• Not closed

• Applied to a larger population with a limited interpretation

40Business and Graduate StudiesDr. Kelley Wood

Page 41: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Developing semi-structured questions– Use terms and phrases that the

participant • Will understand• Are appropriate to their context

– Keep the length minimal– Avoid leading questions– Avoid ‘two for one’ questions

41Business and Graduate StudiesDr. Kelley Wood

Page 42: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Developing semi-structured questions– Avoid negatively phrased questions– Avoid rank ordering

• Save for the survey– Avoid questions that require directions or

tasks to complete– Avoid yes or no questions– Be sensitive to cultural context or social

meanings in the questions

42Business and Graduate StudiesDr. Kelley Wood

Page 43: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Developing semi-structured questions– Ordering the semi-structured questions

• Temporally – use an arc of time– Earliest to latest

• Complexity – use an arc of complexity– Least to most complex

• Group by topic or domain– Topically similar questions together

• Abstraction – use an arc of abstraction– Most concrete to most abstract

• Threat level– Least sensitive to most threatening

43Business and Graduate StudiesDr. Kelley Wood

Page 44: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Using both Open-ended and Semi-Structured Questions– Lead with open-ended questions

• Opens the participant up• Refreshes their sense of the experience

– Transition• Briefly review what you have heard to clarify• Allow them to correct or modify• Discuss purpose of the next section without giving too many

specifics• The next section may ask the participant to repeat or clarify

– Move to semi-structured questions

44Business and Graduate StudiesDr. Kelley Wood

Page 45: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Using both Open-ended and Semi-Structured Questions– Transition

• Briefly review what you have heard to clarify• Allow them to correct or modify

– Closing comments from participant• Ask them if there is anything that they wished you asked• Or that occurred to them that they would like to share

45Business and Graduate StudiesDr. Kelley Wood

Page 46: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

Qualitative Data Collection

• Research article showing a coding key

Jehn, K. A. (1997) A qualitative analysis of conflict types and dimensions in organizational groups. Administrative Quarterly 42(3) 530-557 retrieved from ProQuest Social Sciences Journals– While you are developing your

instruments• Interview, Questionnaire, or Survey• Develop a coding key

46Business and Graduate StudiesDr. Kelley Wood

Page 47: Trinity Washington University Qualitative Data Collection Strategy, Populations, and Instruments Research Rescue Lab Dr. Kelley Wood

EXERCISE 2

In the handout

47Business and Graduate StudiesDr. Kelley Wood