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INTRODUCTION TO QUALITATIVE RESEARCH IN EDUCATION
1. Nature and Characteristics of Qualitative Research
Definition:
Qualitative research is a form of inquiry that seeks to understand how people make sense of their
experiences, social contexts, and the meanings they attach to their actions. It explores "how" and "why"
questions rather than measuring "how much" or "how many."
Key Characteristics:
 Naturalistic Inquiry: Research is conducted in real-world settings.
 Descriptive and Interpretive: Emphasizes rich, deep descriptions over numerical data.
 Emergent Design: Research questions and methods may evolve as the study progresses.
 Researcher as Key Instrument: The researcher is actively involved in data collection and
interpretation.
 Participant Perspectives: Central to analysis; meaning is co-constructed between researcher and
participants.
 Inductive Analysis: Patterns and themes emerge from the data rather than being imposed by
preexisting theories.
2. Differences Between Qualitative and Quantitative Paradigms
Aspect Qualitative Quantitative
Purpose Explore meaning and understanding Test hypotheses and measure variables
Data Words, images, artifacts Numbers and statistics
Approach Inductive Deductive
Design Flexible and emergent Structured and predetermined
Sample Small, purposeful Large, random
Role of Researcher Active participant, reflexive Objective, detached observer
Outcome Theory generation, deep insight Theory testing, generalization
FOUNDATIONAL RESEARCH PARADIGMS
Interpretive Paradigm (Qualitative Research)
Core Assumptions:
 Reality is multiple and subjective. People construct their own realities based on personal
experiences, social interactions, culture, and historical context.
 The truth is context-bound. What is considered "true" or "real" depends on the perspective of
those experiencing it and the specific situation or environment in which it occurs.
 Knowledge is co-constructed. Understanding emerges from dialogue between the researcher and
participants, not discovered objectively from the outside.
 The researcher is an instrument. The values, background, and interpretations of the researcher
are acknowledged and often integrated into the study (reflexivity).
In Practice (Education):
 Researchers using this paradigm aim to understand how and why people (e.g., students, teachers)
experience the world the way they do.
 The goal is to interpret meanings, not to generalize.
 Data comes from in-depth interviews, observations, field notes, and documents.
 Research questions are open-ended and exploratory.
Example in Education:
 A study exploring how teachers in remote schools experience curriculum reforms will use
qualitative tools (like interviews) to gather nuanced, personal, and contextualized responses.
Theoretical Roots:
 Social constructivism (Vygotsky)
 Symbolic interactionism (Mead, Blumer)
1
 Phenomenology (Husserl, Merleau-Ponty)
Positivist Paradigm (Quantitative Research)
Core Assumptions:
 Reality is singular and objective. There is one truth or reality that exists independently of human
perception or interpretation.
 Truth is universal and measurable. Knowledge can be obtained through empirical observation
and logical analysis.
 Knowledge is discovered, not created. Researchers strive to remain neutral and detached from
the subject of inquiry.
 The researcher is separate from the research. The goal is to eliminate bias and achieve
replicable, generalizable findings.
In Practice (Education):
 Researchers test hypotheses and measure variables to determine cause-and-effect relationships.
 Use of tools like tests, surveys, and statistical analysis to draw conclusions about large
populations.
 Research questions are specific and measurable.
Example in Education:
 A study investigating the effect of a new teaching strategy on student test scores would gather
numerical data, use statistical tools, and aim for generalizable results.
Theoretical Roots:
 Logical positivism (Auguste Comte) - Logical positivism (also called logical empiricism) is a
20th-century philosophical movement that argues that the only meaningful knowledge is that
which can be verified through empirical observation or logical/mathematical proof. It attempts
to unify scientific knowledge through formal logic and empirical validation.
 Empiricism is a philosophical tradition that claims all knowledge is derived from sensory
experience. It contrasts with rationalism, which emphasizes reason and innate ideas.
Francis Bacon (1561–1626):
Proposed the scientific method: systematic observation, hypothesis, experimentation, and
conclusion; Advocated for inductive reasoning—starting from specific observations and building
toward general theories; Believed knowledge should be grounded in experience and data, not
abstract theory.
John Locke (1632–1704):
Argued that the mind at birth is a tabula rasa (blank slate); Claimed that all knowledge arises from
sense perception and reflection; Emphasized the role of experience and observation in education.
 Natural sciences (Newtonian model) - is based on the work of Sir Isaac Newton (1643–1727),
who established the laws of motion and universal gravitation. His model is the foundation of
classical physics, which treats the universe as a predictable, mechanical system governed by
laws that can be discovered through empirical observation and mathematical reasoning.
Key Contrasts
Aspect Interpretive Paradigm Positivist Paradigm
Reality Multiple, constructed Single, objective
Truth Contextual, evolving Universal, measurable
Researcher Role Co-constructor of meaning Detached observer
Methods Interviews, observation, text analysis Experiments, surveys, statistical tests
Aim Understanding, meaning-making Prediction, generalization
Outcome Rich, narrative description Numerical, statistical inference
Why This Matters in Education
Understanding these paradigms helps educators and researchers:
 Select appropriate research designs and tools
 Align their research questions with philosophical beliefs
 Interpret findings responsibly and ethically
 Recognize the limitations and strengths of different approaches
2
Blended Approaches:
Many educational researchers now embrace pragmatism or mixed methods, combining interpretive and
positivist elements to gain a fuller picture of educational phenomena.
3. Historical Development of Qualitative Research in Education
Early Roots:
 Anthropology and Sociology (1900s): Ethnographic methods pioneered by researchers like
Malinowski and Mead.
 Chicago School (1920s–1930s): Urban ethnography and fieldwork on human behavior.
Key Developments in Education:
 1960s–1970s: Rise of interpretive approaches in educational studies as a reaction to rigid
quantitative models.
 1980s–1990s: Expansion of feminist, critical, and constructivist paradigms in educational
research.
 2000s–Present: Legitimization and institutionalization of qualitative methods in education
through professional standards and methodological advances.
Significance in Education:
 Enabled deeper understanding of classroom dynamics, teacher-student relationships, and learner
experiences that numbers alone couldn’t explain.
4. Situating Qualitative Research in the Social Sciences
Disciplinary Origins:
 Anthropology: Ethnography and participant observation
 Sociology: Grounded theory and case studies
 Psychology: Phenomenology and narrative inquiry
 Education: Action research, classroom studies, curriculum inquiry
Cross-disciplinary Nature:
Qualitative research draws from the epistemological traditions of various disciplines, but remains
distinct in its emphasis on meaning-making and context.
Implications in Education:
 Encourages holistic examination of schooling as a social, cultural, and political practice.
 Bridges the gap between theory and lived experience in educational settings.
5. When and Why to Use Qualitative Research in Education
When to Use:
 When seeking to understand complex phenomena in depth (e.g., student identity, school culture)
 When exploring new or under-researched topics
 When aiming to generate theory rather than test one
 When studying marginalized or diverse voices
Why Use It:
 Captures rich, detailed perspectives of participants
 Reveals the "how" and "why" behind educational practices
 Emphasizes context, relationships, and subjective experiences
 Gives voice to students, teachers, and communities
Application Areas:
 Curriculum development
 Teacher beliefs and practices
 Inclusive education
 Educational leadership and reform
 Culturally responsive pedagogy
Glossary of Common Terms in Qualitative Research
Audit Trail - A detailed, transparent record of all research activities, decisions, and data
3
analysis steps, allowing others to assess the rigor and traceability of the study.
Case Study An in-depth investigation of a single bounded unit (e.g., person, group, school)
within its real-life context to understand a complex phenomenon.
Coding - The process of labeling and categorizing segments of qualitative data to identify
patterns, concepts, or themes.
Constructivism A worldview that assumes knowledge is constructed by individuals through
social interaction and experience, not discovered objectively.
Data Saturation The point in data collection when no new themes, ideas, or insights are
emerging, indicating sufficient data has been gathered.
Emergent Design A flexible research plan that evolves and adapts as new insights are gained
during the course of the study.
Empirical Research Research based on observed and measured phenomena; relies on practical
experience rather than theory or pure logic.
Ethnography A qualitative approach rooted in anthropology that involves the detailed study of
cultures or communities through immersion and long-term observation.
Field Notes Notes written by the researcher during or after data collection (especially
observations) to record details, reflections, and contextual information.
Focus Group A method of data collection involving guided group discussions to elicit
perceptions, beliefs, and experiences from multiple participants at once.
Grounded Theory A qualitative research methodology aimed at developing theories grounded
in data systematically gathered and analyzed.
In-depth Intervie A qualitative data collection method involving open-ended, face-to-face
conversations that allow participants to share their experiences in detail.
Inductive Reasoning A logic process used in qualitative research where general themes or
theories emerge from specific observations or data.
Interpretivism A research paradigm that holds that reality is socially constructed and best
understood by interpreting individuals’ subjective meanings and experiences.
Member Checking A validation technique where the researcher returns findings or
interpretations to participants to confirm accuracy and resonance.
Narrative Inquiry A qualitative method that focuses on personal stories and experiences as data
to understand how individuals make meaning in their lives.
Naturalistic Inquiry A research approach that studies real-world situations as they unfold
naturally, without manipulating the environment or subjects.
Phenomenology A qualitative approach that explores the lived experiences of individuals and
the meanings they attach to those experiences.
Positionality or Subjectivity Acknowledgment of the researcher’s own social identity,
background, and biases and how these may influence the research process and interpretation.
Purposive Sampling A non-random sampling method where participants are intentionally
selected based on specific characteristics relevant to the research question.
Reflexivity A critical self-examination by the researcher regarding their role, assumptions, and
potential influence on the research process and findings.
Thematic Analysis A method for identifying, analyzing, and reporting patterns or themes within
qualitative data.
Thick Description A rich, detailed account of a research setting, event, or participant experience
that conveys context, emotions, and meaning.
Triangulation The use of multiple data sources, methods, or researchers to enhance the
credibility and validity of qualitative findings.
Trustworthiness A framework for evaluating the rigor of qualitative research using criteria such
as credibility, transferability, dependability, and confirmability.
Reference:
Bogdan, R. C., & Biklen, S. K. (2007). Qualitative Research for Education: An Introduction to
Theory and Methods (5th ed.). Pearson.
Creswell, J. W., & Poth, C. N. (2018). Qualitative Inquiry and Research Design: Choosing
Among Five Approaches (4th ed.). Sage Publications.
Denzin, N. K., & Lincoln, Y. S. (2018). The SAGE Handbook of Qualitative Research (5th ed.).
Sage Publications.
Erickson, F. (1986). Qualitative methods in research on teaching. In M. C. Wittrock (Ed.),
Handbook of Research on Teaching (3rd ed.).
4
Freeman, D. (1998). Doing Teacher-Research: From Inquiry to Understanding. Heinle &
Heinle.
Lincoln, Y. S., & Guba, E. G. (1985). Naturalistic Inquiry. Sage Publications.
Marshall, C., & Rossman, G. B. (2016). Designing Qualitative Research (6th ed.). Sage
Publications.
Merriam, S. B., & Tisdell, E. J. (2015). Qualitative Research: A Guide to Design and
Implementation (4th ed.). Jossey-Bass.
Patton, M. Q. (2015). Qualitative Research & Evaluation Methods (4th ed.). Sage Publications.
5

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Lecture-Notes-in-Qualitative-Research.docx

  • 1. INTRODUCTION TO QUALITATIVE RESEARCH IN EDUCATION 1. Nature and Characteristics of Qualitative Research Definition: Qualitative research is a form of inquiry that seeks to understand how people make sense of their experiences, social contexts, and the meanings they attach to their actions. It explores "how" and "why" questions rather than measuring "how much" or "how many." Key Characteristics:  Naturalistic Inquiry: Research is conducted in real-world settings.  Descriptive and Interpretive: Emphasizes rich, deep descriptions over numerical data.  Emergent Design: Research questions and methods may evolve as the study progresses.  Researcher as Key Instrument: The researcher is actively involved in data collection and interpretation.  Participant Perspectives: Central to analysis; meaning is co-constructed between researcher and participants.  Inductive Analysis: Patterns and themes emerge from the data rather than being imposed by preexisting theories. 2. Differences Between Qualitative and Quantitative Paradigms Aspect Qualitative Quantitative Purpose Explore meaning and understanding Test hypotheses and measure variables Data Words, images, artifacts Numbers and statistics Approach Inductive Deductive Design Flexible and emergent Structured and predetermined Sample Small, purposeful Large, random Role of Researcher Active participant, reflexive Objective, detached observer Outcome Theory generation, deep insight Theory testing, generalization FOUNDATIONAL RESEARCH PARADIGMS Interpretive Paradigm (Qualitative Research) Core Assumptions:  Reality is multiple and subjective. People construct their own realities based on personal experiences, social interactions, culture, and historical context.  The truth is context-bound. What is considered "true" or "real" depends on the perspective of those experiencing it and the specific situation or environment in which it occurs.  Knowledge is co-constructed. Understanding emerges from dialogue between the researcher and participants, not discovered objectively from the outside.  The researcher is an instrument. The values, background, and interpretations of the researcher are acknowledged and often integrated into the study (reflexivity). In Practice (Education):  Researchers using this paradigm aim to understand how and why people (e.g., students, teachers) experience the world the way they do.  The goal is to interpret meanings, not to generalize.  Data comes from in-depth interviews, observations, field notes, and documents.  Research questions are open-ended and exploratory. Example in Education:  A study exploring how teachers in remote schools experience curriculum reforms will use qualitative tools (like interviews) to gather nuanced, personal, and contextualized responses. Theoretical Roots:  Social constructivism (Vygotsky)  Symbolic interactionism (Mead, Blumer) 1
  • 2.  Phenomenology (Husserl, Merleau-Ponty) Positivist Paradigm (Quantitative Research) Core Assumptions:  Reality is singular and objective. There is one truth or reality that exists independently of human perception or interpretation.  Truth is universal and measurable. Knowledge can be obtained through empirical observation and logical analysis.  Knowledge is discovered, not created. Researchers strive to remain neutral and detached from the subject of inquiry.  The researcher is separate from the research. The goal is to eliminate bias and achieve replicable, generalizable findings. In Practice (Education):  Researchers test hypotheses and measure variables to determine cause-and-effect relationships.  Use of tools like tests, surveys, and statistical analysis to draw conclusions about large populations.  Research questions are specific and measurable. Example in Education:  A study investigating the effect of a new teaching strategy on student test scores would gather numerical data, use statistical tools, and aim for generalizable results. Theoretical Roots:  Logical positivism (Auguste Comte) - Logical positivism (also called logical empiricism) is a 20th-century philosophical movement that argues that the only meaningful knowledge is that which can be verified through empirical observation or logical/mathematical proof. It attempts to unify scientific knowledge through formal logic and empirical validation.  Empiricism is a philosophical tradition that claims all knowledge is derived from sensory experience. It contrasts with rationalism, which emphasizes reason and innate ideas. Francis Bacon (1561–1626): Proposed the scientific method: systematic observation, hypothesis, experimentation, and conclusion; Advocated for inductive reasoning—starting from specific observations and building toward general theories; Believed knowledge should be grounded in experience and data, not abstract theory. John Locke (1632–1704): Argued that the mind at birth is a tabula rasa (blank slate); Claimed that all knowledge arises from sense perception and reflection; Emphasized the role of experience and observation in education.  Natural sciences (Newtonian model) - is based on the work of Sir Isaac Newton (1643–1727), who established the laws of motion and universal gravitation. His model is the foundation of classical physics, which treats the universe as a predictable, mechanical system governed by laws that can be discovered through empirical observation and mathematical reasoning. Key Contrasts Aspect Interpretive Paradigm Positivist Paradigm Reality Multiple, constructed Single, objective Truth Contextual, evolving Universal, measurable Researcher Role Co-constructor of meaning Detached observer Methods Interviews, observation, text analysis Experiments, surveys, statistical tests Aim Understanding, meaning-making Prediction, generalization Outcome Rich, narrative description Numerical, statistical inference Why This Matters in Education Understanding these paradigms helps educators and researchers:  Select appropriate research designs and tools  Align their research questions with philosophical beliefs  Interpret findings responsibly and ethically  Recognize the limitations and strengths of different approaches 2
  • 3. Blended Approaches: Many educational researchers now embrace pragmatism or mixed methods, combining interpretive and positivist elements to gain a fuller picture of educational phenomena. 3. Historical Development of Qualitative Research in Education Early Roots:  Anthropology and Sociology (1900s): Ethnographic methods pioneered by researchers like Malinowski and Mead.  Chicago School (1920s–1930s): Urban ethnography and fieldwork on human behavior. Key Developments in Education:  1960s–1970s: Rise of interpretive approaches in educational studies as a reaction to rigid quantitative models.  1980s–1990s: Expansion of feminist, critical, and constructivist paradigms in educational research.  2000s–Present: Legitimization and institutionalization of qualitative methods in education through professional standards and methodological advances. Significance in Education:  Enabled deeper understanding of classroom dynamics, teacher-student relationships, and learner experiences that numbers alone couldn’t explain. 4. Situating Qualitative Research in the Social Sciences Disciplinary Origins:  Anthropology: Ethnography and participant observation  Sociology: Grounded theory and case studies  Psychology: Phenomenology and narrative inquiry  Education: Action research, classroom studies, curriculum inquiry Cross-disciplinary Nature: Qualitative research draws from the epistemological traditions of various disciplines, but remains distinct in its emphasis on meaning-making and context. Implications in Education:  Encourages holistic examination of schooling as a social, cultural, and political practice.  Bridges the gap between theory and lived experience in educational settings. 5. When and Why to Use Qualitative Research in Education When to Use:  When seeking to understand complex phenomena in depth (e.g., student identity, school culture)  When exploring new or under-researched topics  When aiming to generate theory rather than test one  When studying marginalized or diverse voices Why Use It:  Captures rich, detailed perspectives of participants  Reveals the "how" and "why" behind educational practices  Emphasizes context, relationships, and subjective experiences  Gives voice to students, teachers, and communities Application Areas:  Curriculum development  Teacher beliefs and practices  Inclusive education  Educational leadership and reform  Culturally responsive pedagogy Glossary of Common Terms in Qualitative Research Audit Trail - A detailed, transparent record of all research activities, decisions, and data 3
  • 4. analysis steps, allowing others to assess the rigor and traceability of the study. Case Study An in-depth investigation of a single bounded unit (e.g., person, group, school) within its real-life context to understand a complex phenomenon. Coding - The process of labeling and categorizing segments of qualitative data to identify patterns, concepts, or themes. Constructivism A worldview that assumes knowledge is constructed by individuals through social interaction and experience, not discovered objectively. Data Saturation The point in data collection when no new themes, ideas, or insights are emerging, indicating sufficient data has been gathered. Emergent Design A flexible research plan that evolves and adapts as new insights are gained during the course of the study. Empirical Research Research based on observed and measured phenomena; relies on practical experience rather than theory or pure logic. Ethnography A qualitative approach rooted in anthropology that involves the detailed study of cultures or communities through immersion and long-term observation. Field Notes Notes written by the researcher during or after data collection (especially observations) to record details, reflections, and contextual information. Focus Group A method of data collection involving guided group discussions to elicit perceptions, beliefs, and experiences from multiple participants at once. Grounded Theory A qualitative research methodology aimed at developing theories grounded in data systematically gathered and analyzed. In-depth Intervie A qualitative data collection method involving open-ended, face-to-face conversations that allow participants to share their experiences in detail. Inductive Reasoning A logic process used in qualitative research where general themes or theories emerge from specific observations or data. Interpretivism A research paradigm that holds that reality is socially constructed and best understood by interpreting individuals’ subjective meanings and experiences. Member Checking A validation technique where the researcher returns findings or interpretations to participants to confirm accuracy and resonance. Narrative Inquiry A qualitative method that focuses on personal stories and experiences as data to understand how individuals make meaning in their lives. Naturalistic Inquiry A research approach that studies real-world situations as they unfold naturally, without manipulating the environment or subjects. Phenomenology A qualitative approach that explores the lived experiences of individuals and the meanings they attach to those experiences. Positionality or Subjectivity Acknowledgment of the researcher’s own social identity, background, and biases and how these may influence the research process and interpretation. Purposive Sampling A non-random sampling method where participants are intentionally selected based on specific characteristics relevant to the research question. Reflexivity A critical self-examination by the researcher regarding their role, assumptions, and potential influence on the research process and findings. Thematic Analysis A method for identifying, analyzing, and reporting patterns or themes within qualitative data. Thick Description A rich, detailed account of a research setting, event, or participant experience that conveys context, emotions, and meaning. Triangulation The use of multiple data sources, methods, or researchers to enhance the credibility and validity of qualitative findings. Trustworthiness A framework for evaluating the rigor of qualitative research using criteria such as credibility, transferability, dependability, and confirmability. Reference: Bogdan, R. C., & Biklen, S. K. (2007). Qualitative Research for Education: An Introduction to Theory and Methods (5th ed.). Pearson. Creswell, J. W., & Poth, C. N. (2018). Qualitative Inquiry and Research Design: Choosing Among Five Approaches (4th ed.). Sage Publications. Denzin, N. K., & Lincoln, Y. S. (2018). The SAGE Handbook of Qualitative Research (5th ed.). Sage Publications. Erickson, F. (1986). Qualitative methods in research on teaching. In M. C. Wittrock (Ed.), Handbook of Research on Teaching (3rd ed.). 4
  • 5. Freeman, D. (1998). Doing Teacher-Research: From Inquiry to Understanding. Heinle & Heinle. Lincoln, Y. S., & Guba, E. G. (1985). Naturalistic Inquiry. Sage Publications. Marshall, C., & Rossman, G. B. (2016). Designing Qualitative Research (6th ed.). Sage Publications. Merriam, S. B., & Tisdell, E. J. (2015). Qualitative Research: A Guide to Design and Implementation (4th ed.). Jossey-Bass. Patton, M. Q. (2015). Qualitative Research & Evaluation Methods (4th ed.). Sage Publications. 5