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Qualitative research methods in
information and library science
dr. Alenka Šauperl
Department of Library and
Information Science and Book
Studies, Faculty of Arts,
University of Ljubljana
alenka.sauperl@ff.uni-lj.si
Comparison of quantitative and
qualitative methods
QUANTITATIVE
 Hypothesis testing
 Variables
 Measuring instruments
developed before the actual
project starts
 Numeric data, precise,
exact measurement
 Standardized procedures,
repetitions
 Analysis: statistical
methods, charts and tables
 Results: charts, tables,
facts
 Validity: statistical tests
QUALITATIVE
 Discovery and understanding of events
 Themes, motives, categories
 Measuring instruments develop during
the project, considering setting and
researcher
 Textual data, documents,
observations, descriptive
 Individualized procedures, repetitions
are difficult and different
 Analysis: seeking patterns,
generalizations from available data
 Results: stories, narratives,
descriptions
 Validity: triangulation, peer review
Qualitative methods
 Researcher collects data in a real environment.
 Researcher himself/herself is the key research tool.
 Focus of research is a process or activity itself, not just
results of that process or activity.
 Data collected is most often verbal (non-numerical).
 Verbal data analysis (rarely numerical).
 Results are facts with limited usability and new
research questions. Rarely verification of hypothesized
relationships are confirmed.
Why engage in qualitative
research?
 Different research methods supplement each other.
 Qualitative methods focus on social interactions and
the individual in that social situation – just like libraries
and information centres.
 We should use all means to aid our efforts in attracting
more users and fulfilling their information needs.
Most frequently used methods
 Observation
– The researcher observes events and behavior in natural
setting
– Diary – “self-observation”
 Interview
– Opinions and feelings of interviewed people
– Formal and informal
– Group discussion, focus group
 Content analysis
– Artefacts, documents – not people
– Also part of every other qualitative research
Observation
 We are intrigued by a problem in a library
 We observe
– A certain space (reference desk)
– An individual or a group of people (catalogers, OPAC users)
– An activity (storytelling)
 Observation has to be
– Systematic and open
– Nonobtrusive but not covert
Observation: An example
 Cobus, L., Dent, V.F. & Ondusek, A. 2005.
How twenty-eight users helped redesign and
academic library Web site: a usability study.
Reference & User Services Quarterly, vol. 44,
no. 3, pp. 232-46.
– Does the organization of the library Web site help
users find the desired information?
– Hunter College Library, City University of New York
– Result: a user friendly Web site
Research design
 Quantitative part:
– Exercises for participants: counting moves,
measuring time
 Qualitative part:
– Observing participants during their work on
exercises: what confuses them, how do they
understand terms
Quantitative part
 Example questions:
– Find a book by [author name]
– Find the loan period for books
 Research assistants were trained to administer the
questionnaire and manage the session
 The sessions were audiotaped, the work on the
computer was captured
 Analysis of results prompted redesign of the Web site
and redesign of research project
Qualitative part
 Participants were asked to talk more freely
about what features they found interesting,
what terms were familiar/unfamiliar to them,
what spots of the page were obviously links.
 Recording of speach and computer moves
Observation with unstructured
interview 1/6
 Recording equipment
– shy participants
 Placing of the researcher
– personality/attitude, dress, guidance
 Interaction with the participant - observation
– Ask the person sitting next to you to show you what
do they carry in their purse or pockets.
Observation with unstructured
interview 2/6
 Interaction with the participant - observation
– Ask the person sitting next to you to show you what
do they carry in their purse or pockets.
– How do you as the researcher feel?
– How do you as the participant feel?
Observation with unstructured
interview 3/6
 Interaction with the participant - observation
– Ask the person sitting next to you to show you what do they
carry in their purse or pockets.
– How do you as the researcher feel?
– How do you as the participant feel?
– What can you as the researcher do to make the participant
feel comfortable and willing to give the information you need?
– In what circumstances would you as a participant be willing to
comply with the researcher honestly?
Observation with unstructured
interview 4/6
 Interaction with the participant - interview
– Ask the person sitting next to you: What do you
think of dr. Šauperl’s slides?
Observation with unstructured
interview 5/6
 Interaction with the participant
– Ask the person sitting next to you: What do you
think of dr. Šauperl’s slides?
– How did you as a researcher ask the question?
– What did you as a participant hear as a question?
Observation with unstructured
interview 6/6
 Interaction with the participant
– Ask the person sitting next to you: What do you
think of dr. Šauperl’s slides?
– How did you as a researcher ask the question?
– What did you as a participant hear as a question?
– nonverbal clues, timing, place, social “pressure”
Interview
 Usually a series of interviews with individuals
 Structured or unstructured
 Usual questions: who, what, where, when, how, why
 Only ask things that cannot be observed
 New questions emerge during the interview
 New issues emerge during and after the interview,
therefore we sometimes need to return to the same
interviewee
Content analysis
 Analysis of text
– Archival documents describe the library’s
development
– Notes, that a researcher takes during an
observation session report on events during that
session
Content analysis: an example
 Wilson, T.D. 2004. Talking about the problem: a
content analysis of pre-search interviews. Information
Research, vol.10, no.1, paper 206. [Available at
http://InformationR.net/ir/10-1/paper206.html].
[Accessed 2005-09-25].
– How do researchers talk about their problems in the course of
pre-search interviews and what are the difficulties they
experience in carrying out their own searches?
– Result: search results are better if the librarian (a professional
intermediary searcher) helps the researchers with searching
for relevant literature
Content analysis
 Transcriptions of recorded observations
– What to write and how
– Illustration: Wilson, Appendix 2
 Categorization
– What constitutes a category
– Development of categories
– Illustration: Wilson, Fig. 2
 Search for patterns
– What is repetitive and what do we want to see repetitive
– Illustration: Wilson, Fig. 3, Appendix 3
Ethical considerations
 Confidentiality
– Misuse
– Erroneous interpretation
 Successfull researchers establish a very
sincere personal relationship with their
participants. Sometimes they even become
friends. In any case this relationship is based
on MUTUAL RESPECT AND TRUST.
Informed consent
 Participants and institutions need to agree to
be studied
 Formal documents:
– Letter asking for access
– Permission from the institution
– Informed consent letter from individuals
 Trust and confidentiality
Combination of methods
 Rare use of one method only
– Methods supplement each other
– Triangulation (validation)
 What is the best combination depends on the
research question
– Learn strengths and weaknesses of each method
Reliability
Can study be repeated with the same results?
– Did participants tell the truth?
– Does the event change with time?
– Do we get the same results by gathering data with
different methods? (triangulation)
Validity
Do your results represent true picture of
events/processes?
– Is the event meaningful considering the observed
patterns?
– Do we get the same results by gathering data with
different methods? (triangulation)
– Is the emerging theory confirmed with new
observations?
Organization of the project
 Researcher’s role
 Research plan
 Preparing for the start
 Pilot study
 Changes to the original plan
 Conducting “real” research
 Analysis
 Writing report
Researcher’s role
 Researcher is the research instrument
 Obtrusive or covert
 Outsider or participant
 “Computer with two processors”
– Merging into the setting
– Gathering data
Research plan 1/3
 Selection of the topic:
– Am I able to conduct such a research project?
– May I gain access to people, organisations,
documents?
– Is the participant or institution neutral?
– Does my research make sense at all?
 Research question:
– Describe the problem
– Formulate the question
Research plan 2/3
 Literature review
– Extensive reading of published research and
methodology
– Selective reading (relevant studies)
– Criteria for reading and evaluating published
research
 Learn from errors of other researchers, don’t
make your own mistakes.
Research plan 3/3
 Theoretical framework
– Which theories are relevant for my research?
– Verification of an existing theory
– Symbolic interactionist grounded theory,
postmodernist theory, hermeneutics
 Selection of research/data gathering method
 Many loops in the process
Pilot study
 Learning from mistakes
 Testing
– researcher
– research plan
– method
– setting
 Improving results:
– re-formulate the research question
– improve research plan
– change or adjust the data gathering/analysis method
The real thing!
Conducting research
– How good am I as a research tool
– Data storage or loss
– Differences among participants
Data storage
 Video and sound recording
 Notes
– Notes structure
Notes structure
Observed data Place, date, time, participant, identification of the particular
observation
Description of
participants
What were they like? (sad, dressed in pink)
Description of the
researcher
I was not in a good mood and I posed questions that
implied answers.
Description of the
setting
Very few users in the library.
Topics A detailed description of an interview or observation.
(verbal communication)
Events A detailed description of events, gestures, movements
during an interview, observation (nonverbal
communication)
Types of notes
 Field notes – taken during observation,
interview
 Reflexive notes, journal – taken after leaving
the setting
Getting ready for analysis
 Transcription
– Usually a computer file
– Preparing audio and sound recordings for analysis
– Textual form
Data analysis
 During data collection and after collection is completed
– During data collection: preliminary analysis, coding
– After data collection: detailed analysis
– Several cycles of analysis
 Content analysis
 Processes:
– Data reduction
 Separating useful from nonuseful
– Data display (charts, flowcharts, maps, etc.)
 Making sense of huge quantity of data
– Making and verifying findings
 Going back to original data
A little help from … a computer
 Software:
– Nud*Ist
– The Ethnograph
– and others
 Garbage in– Garbage out!
Writing a report
 Special characteristics of research also imply
special characteristics of reports
– Rich descriptions, narratives
– Important elements:
 Methodology: detailed description of research methods, with
explanation of triangulation
 Weaknesses and limitations of selected methods and
research project as a whole:
– Weaknesses of the methods
– Researcher’s weaknesses
Sources
 Handouts on the Web:
– Selected annotated bibliography of resources in
English, available at the Jinonice library
– A short list of sources not available at the Jinonice
library
– My published work
Thank
you.
Grad Otočec
(1252)

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Alenka Sauperl: Qualitative Research Methods in Information and Library Science

  • 1. Qualitative research methods in information and library science dr. Alenka Šauperl Department of Library and Information Science and Book Studies, Faculty of Arts, University of Ljubljana alenka.sauperl@ff.uni-lj.si
  • 2. Comparison of quantitative and qualitative methods QUANTITATIVE  Hypothesis testing  Variables  Measuring instruments developed before the actual project starts  Numeric data, precise, exact measurement  Standardized procedures, repetitions  Analysis: statistical methods, charts and tables  Results: charts, tables, facts  Validity: statistical tests QUALITATIVE  Discovery and understanding of events  Themes, motives, categories  Measuring instruments develop during the project, considering setting and researcher  Textual data, documents, observations, descriptive  Individualized procedures, repetitions are difficult and different  Analysis: seeking patterns, generalizations from available data  Results: stories, narratives, descriptions  Validity: triangulation, peer review
  • 3. Qualitative methods  Researcher collects data in a real environment.  Researcher himself/herself is the key research tool.  Focus of research is a process or activity itself, not just results of that process or activity.  Data collected is most often verbal (non-numerical).  Verbal data analysis (rarely numerical).  Results are facts with limited usability and new research questions. Rarely verification of hypothesized relationships are confirmed.
  • 4. Why engage in qualitative research?  Different research methods supplement each other.  Qualitative methods focus on social interactions and the individual in that social situation – just like libraries and information centres.  We should use all means to aid our efforts in attracting more users and fulfilling their information needs.
  • 5. Most frequently used methods  Observation – The researcher observes events and behavior in natural setting – Diary – “self-observation”  Interview – Opinions and feelings of interviewed people – Formal and informal – Group discussion, focus group  Content analysis – Artefacts, documents – not people – Also part of every other qualitative research
  • 6. Observation  We are intrigued by a problem in a library  We observe – A certain space (reference desk) – An individual or a group of people (catalogers, OPAC users) – An activity (storytelling)  Observation has to be – Systematic and open – Nonobtrusive but not covert
  • 7. Observation: An example  Cobus, L., Dent, V.F. & Ondusek, A. 2005. How twenty-eight users helped redesign and academic library Web site: a usability study. Reference & User Services Quarterly, vol. 44, no. 3, pp. 232-46. – Does the organization of the library Web site help users find the desired information? – Hunter College Library, City University of New York – Result: a user friendly Web site
  • 8. Research design  Quantitative part: – Exercises for participants: counting moves, measuring time  Qualitative part: – Observing participants during their work on exercises: what confuses them, how do they understand terms
  • 9. Quantitative part  Example questions: – Find a book by [author name] – Find the loan period for books  Research assistants were trained to administer the questionnaire and manage the session  The sessions were audiotaped, the work on the computer was captured  Analysis of results prompted redesign of the Web site and redesign of research project
  • 10. Qualitative part  Participants were asked to talk more freely about what features they found interesting, what terms were familiar/unfamiliar to them, what spots of the page were obviously links.  Recording of speach and computer moves
  • 11. Observation with unstructured interview 1/6  Recording equipment – shy participants  Placing of the researcher – personality/attitude, dress, guidance  Interaction with the participant - observation – Ask the person sitting next to you to show you what do they carry in their purse or pockets.
  • 12. Observation with unstructured interview 2/6  Interaction with the participant - observation – Ask the person sitting next to you to show you what do they carry in their purse or pockets. – How do you as the researcher feel? – How do you as the participant feel?
  • 13. Observation with unstructured interview 3/6  Interaction with the participant - observation – Ask the person sitting next to you to show you what do they carry in their purse or pockets. – How do you as the researcher feel? – How do you as the participant feel? – What can you as the researcher do to make the participant feel comfortable and willing to give the information you need? – In what circumstances would you as a participant be willing to comply with the researcher honestly?
  • 14. Observation with unstructured interview 4/6  Interaction with the participant - interview – Ask the person sitting next to you: What do you think of dr. Šauperl’s slides?
  • 15. Observation with unstructured interview 5/6  Interaction with the participant – Ask the person sitting next to you: What do you think of dr. Šauperl’s slides? – How did you as a researcher ask the question? – What did you as a participant hear as a question?
  • 16. Observation with unstructured interview 6/6  Interaction with the participant – Ask the person sitting next to you: What do you think of dr. Šauperl’s slides? – How did you as a researcher ask the question? – What did you as a participant hear as a question? – nonverbal clues, timing, place, social “pressure”
  • 17. Interview  Usually a series of interviews with individuals  Structured or unstructured  Usual questions: who, what, where, when, how, why  Only ask things that cannot be observed  New questions emerge during the interview  New issues emerge during and after the interview, therefore we sometimes need to return to the same interviewee
  • 18. Content analysis  Analysis of text – Archival documents describe the library’s development – Notes, that a researcher takes during an observation session report on events during that session
  • 19. Content analysis: an example  Wilson, T.D. 2004. Talking about the problem: a content analysis of pre-search interviews. Information Research, vol.10, no.1, paper 206. [Available at http://InformationR.net/ir/10-1/paper206.html]. [Accessed 2005-09-25]. – How do researchers talk about their problems in the course of pre-search interviews and what are the difficulties they experience in carrying out their own searches? – Result: search results are better if the librarian (a professional intermediary searcher) helps the researchers with searching for relevant literature
  • 20. Content analysis  Transcriptions of recorded observations – What to write and how – Illustration: Wilson, Appendix 2  Categorization – What constitutes a category – Development of categories – Illustration: Wilson, Fig. 2  Search for patterns – What is repetitive and what do we want to see repetitive – Illustration: Wilson, Fig. 3, Appendix 3
  • 21. Ethical considerations  Confidentiality – Misuse – Erroneous interpretation  Successfull researchers establish a very sincere personal relationship with their participants. Sometimes they even become friends. In any case this relationship is based on MUTUAL RESPECT AND TRUST.
  • 22. Informed consent  Participants and institutions need to agree to be studied  Formal documents: – Letter asking for access – Permission from the institution – Informed consent letter from individuals  Trust and confidentiality
  • 23. Combination of methods  Rare use of one method only – Methods supplement each other – Triangulation (validation)  What is the best combination depends on the research question – Learn strengths and weaknesses of each method
  • 24. Reliability Can study be repeated with the same results? – Did participants tell the truth? – Does the event change with time? – Do we get the same results by gathering data with different methods? (triangulation)
  • 25. Validity Do your results represent true picture of events/processes? – Is the event meaningful considering the observed patterns? – Do we get the same results by gathering data with different methods? (triangulation) – Is the emerging theory confirmed with new observations?
  • 26. Organization of the project  Researcher’s role  Research plan  Preparing for the start  Pilot study  Changes to the original plan  Conducting “real” research  Analysis  Writing report
  • 27. Researcher’s role  Researcher is the research instrument  Obtrusive or covert  Outsider or participant  “Computer with two processors” – Merging into the setting – Gathering data
  • 28. Research plan 1/3  Selection of the topic: – Am I able to conduct such a research project? – May I gain access to people, organisations, documents? – Is the participant or institution neutral? – Does my research make sense at all?  Research question: – Describe the problem – Formulate the question
  • 29. Research plan 2/3  Literature review – Extensive reading of published research and methodology – Selective reading (relevant studies) – Criteria for reading and evaluating published research  Learn from errors of other researchers, don’t make your own mistakes.
  • 30. Research plan 3/3  Theoretical framework – Which theories are relevant for my research? – Verification of an existing theory – Symbolic interactionist grounded theory, postmodernist theory, hermeneutics  Selection of research/data gathering method  Many loops in the process
  • 31. Pilot study  Learning from mistakes  Testing – researcher – research plan – method – setting  Improving results: – re-formulate the research question – improve research plan – change or adjust the data gathering/analysis method
  • 32. The real thing! Conducting research – How good am I as a research tool – Data storage or loss – Differences among participants
  • 33. Data storage  Video and sound recording  Notes – Notes structure
  • 34. Notes structure Observed data Place, date, time, participant, identification of the particular observation Description of participants What were they like? (sad, dressed in pink) Description of the researcher I was not in a good mood and I posed questions that implied answers. Description of the setting Very few users in the library. Topics A detailed description of an interview or observation. (verbal communication) Events A detailed description of events, gestures, movements during an interview, observation (nonverbal communication)
  • 35. Types of notes  Field notes – taken during observation, interview  Reflexive notes, journal – taken after leaving the setting
  • 36. Getting ready for analysis  Transcription – Usually a computer file – Preparing audio and sound recordings for analysis – Textual form
  • 37. Data analysis  During data collection and after collection is completed – During data collection: preliminary analysis, coding – After data collection: detailed analysis – Several cycles of analysis  Content analysis  Processes: – Data reduction  Separating useful from nonuseful – Data display (charts, flowcharts, maps, etc.)  Making sense of huge quantity of data – Making and verifying findings  Going back to original data
  • 38. A little help from … a computer  Software: – Nud*Ist – The Ethnograph – and others  Garbage in– Garbage out!
  • 39. Writing a report  Special characteristics of research also imply special characteristics of reports – Rich descriptions, narratives – Important elements:  Methodology: detailed description of research methods, with explanation of triangulation  Weaknesses and limitations of selected methods and research project as a whole: – Weaknesses of the methods – Researcher’s weaknesses
  • 40. Sources  Handouts on the Web: – Selected annotated bibliography of resources in English, available at the Jinonice library – A short list of sources not available at the Jinonice library – My published work