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Cori Elsesser
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students around the country take field trips to informal learning institutions like museums, zoos,
aquariums, and nature centers each year. These field trips are either self-guided field trips with
the classroom teachers facilitating and guiding learning, sometimes with the help of materials
provided by the informal learning institution, or educational programs offered by the institution
with staff facilitating and guiding learning. No matter the type of field trip, the teacher cannot
facilitate and guide learning for an entire class. Therefore, teachers call upon chaperones, who
usually do not have educational training, for assistance. While previous research studies have
been conducted on teachers and their roles during field trips, the chaperones, who are often the
ones interacting with the majority of students during field trips, are not well represented in the
literature.
The purpose of this study is to explore the roles of chaperones and possible conflicts
resulting from those roles during field trips from the perspective of teachers and chaperones.
This study will incorporate a sensitizing framework derived from role theory, as synthesized by
Morris (1971), and a modified grounded theory design, which integrates grounded theory design
Lawrence-Lightfoot and Davis (1997), to develop a grand theory of chaperone roles during field
trips.
Sensitizing Framework
Role is defined in the Oxford English Dictionary (2016) from the social sciences as “the
characteristic or socially expected behaviour [sic] pattern of any person with a certain identity or
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status in a particular social setting or environment.” A second definition adds that role is “the
definition is an important addition because its focus on function relates to this study’s specific
sensitizing framework.
In sociological theory in general a role includes the social expectations and the expected
behaviors attached to a particular social position or status, as well as the privileges and
responsibilities of that position (Calhoun, 2002; Scott, 2015). Sociological theory also notes that
there is always tension between the expectations of the role and individual enactments of the
role, a type of role conflict. Through the lens of structural functionalism, a top down approach,
roles are situated within the positions of larger social systems. In this sense, specific roles have
other words, structural functionalism seeks to understand roles and their functions within a given
social situation. For example, people who interact with an individual in a given status will expect
specific behaviors or roles for that status. Status, role, and role conflict are three of the main
Role Theory
Role theory specifically started with Ralph Linton in 1936 and has been expanded upon
by many authors including Newcomb (1950), Sarbin (1954), Parsons (1951), Merton (1957),
Gross (1958), and others. Oftentimes, authors utilized unique terminology for key concepts
which differ from other authors despite having similar meanings. Morris (1971) describes and
there are three elements implied in the various definitions of role and status: “There is the notion
that individuals are (a) in positions within a social structure and (b) that they behave with
reference to (c) a set of expectations” (Morris, 1971, p. 397). Element (a) constitutes an actor’s
status or the position of an actor in a system of social relationships or social structure. Elements
(b) and (c) combine into the concept of role which has three components described by various
terminology. For the current study, the three components are defined by Morris (1971) as:
[e.g. values, functions, and behavioral patterns] of the part he [or she] is to
(c) Role-performance is commonly defined as the actions of the [actor]. [p. 397].
These three components demonstrate that there are multiple expectations for each social status.
The pattern of role relationships and the accompanying set of expectations by various actors in a
social system for a single status is called a role-set. In other words, a role-set is the combination
of all the roles of a single status. Role-sets are the foundation for role-conflict.
Role conflict occurs when the network of role expectations or role-set conflict with one
another. The literature includes four types of role conflict which Morris (1971) summarizes as:
(a) Inter-role conflict occurs “when a person occupies two or more [roles] simultaneously
and when role expectations of one are incompatible with the role expectations of the
expectations of a single member of the role set” (p. 398). In other words, one actor in the
social system has conflicting expectations for a role thereby sending conflicting signals to
(c) Intra-role conflict is when an actor perceives that he or she is confronted with
incompatible role expectations for behavior from other actors in the social system. That is
while “role-sets engender, through conflicting, even incompatible, role exceptions, role
strain” occurs (p. 398). Intra-role conflict involves many mechanisms such as
(d) Self-role conflict occurs “when the expectations and obligations of the [actor’s] status are
incongruent with the [actor’s] own values [, needs,] and role-conception” (p. 399).
These four conflicts demonstrate that an actor simultaneously faces three problematic issues
which determine the adjustments or mechanisms the actor makes for conflict to be resolved. The
three issues include: “(a) conflict arising from incompatible expectations of the role-set, (b)
‘conflict’ arising from role ambiguity, and (c) conflict arising from lack of congruence between
individual’s personal needs or role conception and the organizational role expectations” (p. 402).
Both the three components of role and the four types of role conflict will play an important
function in my study.
In the literature, the concept of role has been applied to studies about chaperones on field
trips. However, the use of role as a concept has been stripped from its context in role theory.
Researchers have taken two main approaches to studying chaperone roles. First, some
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researchers look at chaperone roles based on descriptive behavior. For example, Sedzielarz
developed nine possible roles chaperones can take including guide, group facilitator, timekeeper,
learning leader, teacher, role model, security guard, learner, and strategizer. Sedzielarz also states
that chaperones are constantly reassessing which role they are taking at any given moment based
on negotiating the changing behavior of a child’s reactions. The author also notes, without
referencing role conflict, that chaperones are conflicted between the ideal chaperone role and
their ability to fulfill the ideal role. In another study, Wood (2010) investigated chaperone
behavior to determine if chaperones act as escorts, educators, or parents. The escort role is the
functional role teachers expect in which chaperones make field trips easier by dealing with
logistical issues. Educators are chaperones who work as visit guides by directing experiences and
is the preferred role by museum staff. The role of parent lies in between the escort role and the
educator role; the chaperone engages in both types of behavior to enhance and participate in
learning. The conclusion of the study was that chaperones carry out all three roles of escort,
The second approach is to look at chaperone behavior and categorize their actions
according to strategies. Kisiel (2006) developed a strategy categorization based on 115 teacher
surveys and ten teacher observations during field trips. While his strategies of structured student
based on teacher data instead of parent chaperones, it can be argued that chaperones utilize some
The sensitizing framework of role theory is appropriate for the current study because it
provides background knowledge for defining the study’s core concepts of chaperone roles and
role conflicts (role theory’s key concept of status will be predefined as teacher, chaperone, and
student). In the current study, the concept of roles is defined as multiple expectational
responsibilities, conceptual functions, and enacted behaviors of a given social position or status.
Specifically, this role definition will be applied to the status of chaperone. The definition calls
for the examination of expectations for chaperones from various other statuses in the social
system like teachers and students (role-demands), conceptualizations of the chaperone roles from
the point of view of a chaperone (role-conceptions), and the actions of a chaperone (role-
performances). All the various chaperone roles together create the chaperone role-set.
The second core concept, role conflict, is defined as any inconsistency, contradiction, or
incompatibility about an actor’s role-set both within an actor and between members of a social
system. In the situation of chaperone role-set, role conflicts that may occur include, for example,
when a chaperone conceives differing chaperone role expectations (an example of inter-role
conflict), when role expectations for a chaperone do not align with the chaperone’s personal
values (an example of self-role conflict), when one teacher sends conflicting signals or signs
about chaperone roles (an example of intra-sender conflict), or when teachers and students
The role theory sensitizing framework will also help me focus the study through what
Lawrence-Lightfoot and Davis (1997) call relevant dimensions from their portraiture design.
According to Lawrence-Lightfoot and Davis, relevant dimensions are derived from previous
research, help focus studies conducted at multiple sites, and frame the initial scaffold for
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perspective-taking and data collection. During data analysis, relevant dimensions are the “areas
of mattering” from which “instances of mattering” or themes emerge. These emerging themes
can then be tested at a site. Lawrence-Lightfoot and Davis note that, “While some emergent
themes will necessarily have more resonance within one dimension than another, resonance
across dimensions suggest authenticity” (p. 220). In other words, data analysis should not only
look for themes within a given relevant dimension but should also look for how themes span
different dimensions. The incorporation of the three role components and the four role conflicts
from Morris (1971) as relevant dimensions modifies the otherwise grounded theory design of the
current study.
Inter-role conflict
Intra-sender conflict
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Intra-role conflict
Self-role conflict
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Research Design and Method
In qualitative research, there are a variety of research designs that inform a study’s
methods. For this research study, a modified grounded theory design will be employed in which
elements of portraiture (Lawrence-Lightfoot & Davis, 1997) are fused into an overall grounded
theory design (Glaser & Strauss, 2008). This modified grounded theory design will inform data
In general, a grounded theory research design seeks to discover and generate theory
rooted in data that has been systematically obtained from social research. A main theoretical
foundation of grounded theory design is that a theory “cannot be divorced from the process by
which is it generated.” (Glaser & Strauss, 2008, p. 5). Glaser and Strauss continue that,
“generating a theory from data means that most hypotheses and concepts not only come from the
data but are systematically worked out in relation to the data during the course of the research”
(p. 6). This is done through comparative analysis of numerous carefully selected cases. Grounded
theories that are generated by comparative analysis include (1) conceptual categories and their
conceptual properties as well as (2) hypotheses of generalized relations among the categories and
their properties. According to Charmaz (2014), grounded theory researchers collect rich data and
thick description seeking sensitizing concepts. Researchers also simultaneously collect and
analyze data using the constant comparative method. Glaser and Strauss (2008) describe the four
stages of the constant comparative method as: “(1) comparing incidents applicable to each
category, (2) integrating categories and their properties, (3) delimiting the theory, and (4) writing
the theory” (p. 105). The two defining characteristics of the constant comparative method stem
from processes in the first stage. First, the researcher codes an incident into a category and
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compares the incident to “previous incidents in the same and different groups coded in the same
category” (p. 104). By constantly comparing incidents, theoretical properties of each category
are soon generated leading to the second defining process: the researcher stops coding and writes
a memo on the potential theoretical properties. The constant comparative method continues until
The current study is slightly modified from this traditional grounded theory approach by
As previously mentioned, core concepts from the role theory sensitizing framework will be
Lightfoot and Davis is the focus on searching for deviant voices or the discrepant perspective
that seem to fall outside and diverge from the emergent themes. Deviant voices will be especially
important when seeking out the relevant dimensions for the four role conflicts which in their
This modified grounded theory design is well suited for my study. In terms of
affordances, the purpose of grounded theory design, to generate theory established by data,
matches the goal of my study. Also, the comparative nature of grounded theory design data
collection and analysis offers an opportunity in terms of varying site contexts. Finally, since
there has been little research done on my topic of chaperone roles during field trips, grounded
theory design’s emphasis on developing concepts and categories along with associated properties
is very beneficial for my study. The inclusion of two design elements of portraiture will help
The one challenge is that grounded theory design is time intensive which might be
problematic. After saturating data at one site, grounded theory dictates that another site is
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selected for data collection based on a slight difference from the first site. At this new site, data
collection occurs until saturation at which point a third site with another slight difference is
selected for data collection. This process continues until all differences are accounted for and a
grand theory is developed. Since grand theory is the desired end result for the current study, the
Data Collection
In order to create a grand theory on chaperone roles during field trips, I will employ a
modified grounded theory design to examine three types of field trips at numerous informal
educational institutions across the Chicagoland area. These informal educational institutions
could include the Morton Arboretum in Lisle; Cantigny Park in Wheaton; the Shedd Aquarium,
Adler Planetarium, Field Museum, and Museum of Science and Industry in Chicago, the
Brookfield Zoo in Brookfield, and Naper Settlement in Naperville to name a few. Sites will be
selected using maximum variation purposeful sampling in order to have diverse academic fields
represented by the informal educational intuitions. At the selected sites field trip programs will
be defined as being in one of three categories including self-guided field trips, self-guided field
trips with additional materials provided by the institution, and guided field trips. Pre-defining
these categories of field trip programs and selecting programs at these institutions across
program types will facilitate the development of chaperone roles grand theory.
For each field trip selected at a site, three categories of data will be collected. First, I will
observe the chaperone participants during their field trip experience, keeping an observational
running record which will be typed into field notes. Next, I will conduct interviews with
chaperones once the field trip is completed. Questions will focus on the participant’s preparation
to be a chaperone and what a good and bad chaperone would look like. Finally, I will interview
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the teachers to ascertain their perceptions of chaperone roles, both ideal and in actuality. These
three categories of data will be compared with each set through triangulation. Sets of data will be
Data Analysis
While I will employ the constant comparison method throughout data analysis, I will also
make use of five out of six coding methods which according to Saldaña (2013) are part of the
grounded theory design coding canon. For the grounded theory design coding canon, first cycle
In Vivo Coding – coding that “refers to a word or short phrase from the actual language
Process Coding – coding that “uses gerunds exclusively to connotate action in the data …
[coding] simple observable activity … and more general conceptual action … [it can]
imply actions intertwined with the dynamics of time” (p. 96); and
Initial Coding – coding that “breaks down qualitative data into discrete parts, closely
examining them, and comparing them for similarities and differences” (p. 100).
These three first cycle coding methods will help capture participants wordage in describing
chaperone roles and role conflicts as well as portray the actions of chaperones which can be
After the first coding cycle ends and coding clean up takes place, I will apply organizing
techniques such as code mapping or code landscaping as discussed by Saldaña (2013) either
before or concurrent with second cycle coding. Code mapping and code landscaping are visual
techniques that help a researcher go “from the full set of codes, which is then reorganized into a
selected list of categories, and then condensed further into the study’s central themes or
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concepts” (p. 194). With code mapping or code landscaping, second cycle coding methods take
The grounded theory coding canon calls for the use second cycle coding methods. I will
use two of the three second cycle coding methods from the grounded theory coding canon
including first:
Focused Coding – coding that “searches for the most frequent or significant codes to
develop the most salient categories in the data corpus and requires decisions about which
initial codes make the most analytic sense” (p. 213) and then
Axial Coding – coding that take categories from first cycle coding and “relates categories
continuum or range) of a category … let the researcher know if, when, how , and why
With these two second cycle coding methods, I will be able to gain a deeper understanding of
Throughout the analysis process, I will make extensive use of analytic memo writing.
Analytic memos are “a place to ‘dump your brain’ about the participants, phenomenon, or
process under investigation by thinking and thus writing and thus thinking even more about
them” (Saldaña, 2013, p. 41) The connection between thinking and writing as a reiterative
process means that the content of analytic memos can cover a broad range of topics. However,
coding processes and code choices; how the process of inquiry is taking shape;
and the emergent patterns, categories and subcategories, themes, and concepts in
Analytic memo writing linking to theory development makes analytic memo writing a great tool
for a grounded theory design especially when combined with the grounded theory coding canon
My plan for data analysis combines many aspects from my role theory theoretical
framework and my grounded theory research design. Key concepts of role theory such as status,
intra-role conflict, and self-role conflict will act as relevant dimensions in which deviant voices
will be sought. The grounded theory design coding canon for first and second cycle coding
methods will inform the type of coding conducted. Finally, the analytic memo writing will help
Before I conduct the proposed study on chaperone roles during field trips, I have utilized
the proposed data analysis techniques on previously collected data from a similar study. The
purpose of that previous study was to explore teacher agendas, including motivations and
strategies, of annual field trips to a consistent location for three fifth grade teachers from a
suburban elementary school to the Field Museum in Chicago. This purpose statement can be
rephrased to align more with the proposed sensitizing framework: The purpose of this study was
to explore teacher’s perspectives of the roles of an annual field trip to a consistent location for
three fifth grade teachers from a suburban elementary school to the Field Museum in Chicago.
Originally this study’s data included three interview transcripts from each participant and a field
note from an observation of the annual field trip. For the purposes of coding practice, only the
Coding Discussion
For the first cycle of coding I employed In Vivo coding and Process coding as defined by
Saldaña (2013). I also applied the procedure of comparing codes for similarities and differences
as described in Initial coding and the constant comparison method. With no predetermined
coding scheme, my codes emerged from the data. My first list of codes after the first cycle of
coding included redundant codes and needed some coding clean-up in which codes were
condensed into broader codes. My final list of codes from the first coding cycle are in Table 1.
Using the codes from my first cycle coding, I went on to what Saldaña (2013) terms
Focused Coding, the first second cycle coding step for the grounded theory coding canon. I
broke the codes down into the two categories of “Field Trip Positives” and “Field Trip
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Negatives.” In the end this was not useful because some codes fell into both categories. For
example, the codes “Visiting City” and “Debriefing” could be a positive or a negative depending
Table 1
First Cycle Final Codes
In Vivo Codes Process Codes
“in real life” Changing the pace Representing school
“make their brains explode” Connecting to curriculum Questioning
“keeping numbers down” Stressing Taking pictures
“taking time to absorb it” Bringing chaperones Experiencing
Tracking students Organizing trip
Keeping costs down Guiding experience
Loosing student Visiting museums
Visiting city Debriefing
Broadening horizons Inspiring learning
Timing Misbehaving students
Eating at museum Interacting with things
Sharing with family Making memories
Culminating outing Speaking Spanish
Being with friends Having fun
Providing activity Being bored
Finding things Learning
Considering this focused coding attempt did not yield any worthwhile results, it seemed
like a bad idea to continue to axial coding, the next step in the grounded theory coding canon.
Instead I tried out a code mapping technique to see if visualizing my codes would help with
second cycle coding. I created a mind map hierarchy chart, Figure 1, with the code “Broadening
Horizons” at the center. I chose “Broadening Horizons” as the center because it seemed to
encompass many of the other codes both positive and negative. In the mind map, I included not
With this code mapping, I felt confident in continuing with axial coding with “Inspiring
Lifelong Learning” as my axis category since it was one of the main roles of field trips described
by the participants. Figure 2 diagrams the conditions, interactions, and consequences for the axial
category “Inspiring Lifelong Learning” as a main role for field trips to museums according to the
three teachers interviewed. The following memo looks at the conditions for the axial code
Interactions
• Having fun
• Making memories
• Interacting with models/activities
• Choosing topic
• Making connections
• Learning with friends
Conditions Consequences
• Taking pictures
• Asking questions • Sharing with family
• Sparking curiosity • Taking time to learn more
• Seeing things “in real life” • Building confidence
• Finding things
• Broadening horizons
Inspiring
Lifelong
Learning
Analytical Memo
Anna, Kali, and Victor, three fifth grade classroom teachers, all explicitly state that the
main role for their grade’s annual field trip to the Field Museum is the Egyptian exhibit’s great
connection to the social studies curriculum. In their district, the fifth grade studies ancient
civilizations in social studies including ancient Egypt. Therefore, the one field trip the grade gets
each year highlights ancient Egypt and it just happens to be at a world renown museum. This
seems straight forward, however when digging deeper, this explicit role of the field trip has
broader implicit meanings. An implicit role of the annual field trip is to inspire lifelong learning
in their students. As Kali concisely said, “the ideal trip could give [students] those memories that
last a lifetime and spark a lifelong interest, hopefully, in museums or other places that facilitate
learning.” But how does this lifelong interest in learning come about from a field trip? Inspiring
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lifelong interest in learning has conditions that starts with classroom content and then expands
beyond.
After learning about a topic in the classroom, in this case ancient Egypt, that topic is
brought to life in the museum context. Students enjoy finding artifacts and demonstrative
interactives that relate to classroom content. Anna describes students finding class related
I think the kids enjoyed it, they had a lot of fun, they were able to find things we
talked about in class. They were kind of amazed at how heavy the block was for
pyramids. [The museum] had that rope and you can try and pull it. I think that was
probably the most popular. And the baby mummy. They were pretty amazed by
that. How it was all black. It wasn’t wrapped up anymore. So [the students] had a
good time and were able to find some of those things [from class].
Students being able to find and interact with things that they had prior knowledge of from the
classroom, for Anna, is a main indicator of a successful field trip thereby highlighting its
important role. For Kali, finding artifacts and “seeing things in the flesh that we’ve [been]
learning about” is also very important. Being able to see something in real life brings a level of
concreteness to something that has been taught. For example, Kali said, on the field trip students
“realize that mummies are actually real and not just these mythical creatures.” Learning about
mummies in school did not make it real to students; seeing mummies from ancient Egypt on a
field trip however made mummies real. Through finding real life artifacts directly related to
school content, the process of inspiring lifelong learning begins, especially when students
Exposing students to informal learning institutions like museums through field trips and
relating content in these institutions to classroom content is a first step in demonstrating that
learning can take place in settings other than school. This broadening of horizons was important
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for all three teachers. For Victor, the field trip was a form of experiential learning or learning
which “can’t [be done] in the confines of a regular classroom.” Providing students with a field
trip highlights that learning can occur through experiences. According to Victor, field trips are
“an experiential thing. For [students] to share their experiences and to have seen things they may
have otherwise not [have] had a chance to see.” Experiences like field trips to museums
Kali echoed Victor’s emphasis on experiential learning. Kali described the takeaways for
“I want them to understand the fabulous culture and opportunities that we have in
the city that they could go back with family and hopefully are inspired to do some
of these things, and take trips, to be by the museum campus. And just be exposed
to all that there is to see and experience in the city. And the museum itself, just all
the wonderful and amazing things they can learn and see and touch and
experience being in a museum.”
Kali notes that by taking students to a museum they are exposed to an experience of learning that
can be repeated with loved ones. In later interviews, Kali repeats this sentiment several times. In
the second interview, Kali said that she wants to “have the opportunity to provide [students]
those memories that last a life time and give them that spark [of] a lifelong interest in museums
or other places that facilitate learning.” Here Kali points how memories of field trips to museums
are linked to lifelong interest in learning. In the last interview, Kali succinctly concludes how
field trips are important because they incorporate “real-world experience … the love of places
that can provide you [with] knowledge and rich experiences and culture.” Once again museums
provide real-world experiences which lead to knowledge and the love of the places that provide
that knowledge. Although field trips start by connecting with classroom curricular content, they
us.org/about-museums/museum-facts
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Lawrence-Lightfoot, S., & Davis, J.H. (1997). The art and science of portraiture. San Francisco,
CA: Jossey-Bass.
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Wood, E. (2010). Defining the chaperones’ roles as escort, educator or parent. Visitor Studies,
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