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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 [email protected]

Qualitative research methods in information and library science dr. Alenka Šauperl Department of Library and Information Science and Book Studies, Faculty

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Qualitative research methods in information and library science

dr. Alenka ŠauperlDepartment of Library and Information Science and Book Studies, Faculty of Arts, University of Ljubljana

[email protected]

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 structureObserved 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)