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Qualitative versus Quantitative

Research: James Neill


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Key Points in a Classic
Debate
• Features of qualitative & quantitative research
• Main points
• Recommended links

Features of Qualitative & Quantitative


Research
Qualitative Quantitative

"There's no such thing as qualitative


"All research ultimately has
data.
a qualitative grounding"
Everything is either 1 or 0"
- Donald Campbell
- Fred Kerlinger

The aim is to classify features, count


The aim is a complete, detailed them, and construct statistical
description. models in an attempt to explain what
is observed.

Researcher may only know roughly


Researcher knows clearly in
in advance what he/she is looking
advance what he/she is looking for.
for.

Recommended during earlier phases Recommended during latter phases


of research projects. of research projects.

The design emerges as the study All aspects of the study are carefully
unfolds. designed before data is collected.

Researcher uses tools, such as


Researcher is the data gathering
questionnaires or equipment to
instrument.
collect numerical data.

Data is in the form of words, Data is in the form of numbers and


pictures or objects. statistics.
Subjective - individuals’ Objective – seeks precise
interpretation of events is measurement & analysis of target
important ,e.g., uses participant concepts, e.g., uses surveys,
observation, in-depth interviews etc. questionnaires etc.

Qualitative data is more 'rich', time Quantitative data is more efficient,


consuming, and less able to be able to test hypotheses, but may
generalized. miss contextual detail.

Researcher tends to become Researcher tends to remain


subjectively immersed in the subject objectively separated from the
matter. subject matter.

(the two quotes are from Miles & Huberman (1994, p. 40). Qualitative Data Analysis)

Main Points
• Qualitative research involves analysis of data such as words (e.g., from
interviews), pictures (e.g., video), or objects (e.g., an artifact).
• Quantitative research involves analysis of numerical data.
• The strengths and weaknesses of qualitative and quantitative research
are a perennial, hot debate, especially in the social sciences. The issues
invoke classic 'paradigm war'.
• The personality / thinking style of the researcher and/or the culture of
the organization is under-recognized as a key factor in preferred choice
of methods.

• Overly focusing on the debate of "qualitative versus quantitative"


frames the methods in opposition. It is important to focus also on how
the techniques can be integrated, such as in mixed methods research.
More good can come of social science researchers developing skills in
both realms than debating which method is superior.

Chapter 2: QUALITATIVE VERSUS


QUANTITATIVE RESEARCH
Rob McBride and John Schostak

As mentioned in the previous chapter, qualitative research is often contrasted with


quantitative research. The picture is complicated when we consider that within each of
these broad categories, which we described in Chapter 1, there are what can be called 'sub
schools of thought'. Nevertheless, there are some critical issues in which researchers have
a tendency to jump one way or the other, depending on the set of beliefs they hold. We
believe too, that some of these issues are more important to students who are carrying out
research for the first time, especially in an age when quantitative measures such as school
league tables have such a high profile in the public eye. Let us consider an example:

A researcher found that in a school of twenty teachers, fifteen preferred children with
special educational needs to be withdrawn from the classroom and five preferred in-class
support. Should the school adopt a policy of withdrawal or should it have a mixed policy
depending on which teachers were involved? The evidence, as it stands, could be used to
support either. More importantly, we cannot be sure of the strength of feeling of the
teachers nor why they hold their views. It might be that the fifteen dislike a particular
kind of in-class support and would prefer a different kind to withdrawal. Indeed, until we
find out more details of why these teachers hold their opinions, a range of possibilities
can be imagined for policy and, of course, for practice.

Qualitative researchers are interested in answering those why? questions and are not
prepared to simply accept the quantitative answers. That is not to suggest that the
quantitative data is not important for to know that fifteen out of twenty have one view
rather than another is useful. It is just not enough on its own. We could go further and say
that when placed alongside qualitative evidence, quantitative evidence is both clear and
powerful. Unfortunately it sometimes appears so powerful that it overpowers the opinions
of the people involved and this is a danger we have to watch. In addition there are still
many researchers, especially the less experienced ones, who are not prepared to 'go the
extra mile' and add the extra understanding to the figures they have collected. This course
is centred upon the qualitative element in research and while it is not without problems
qualitative research is the major form of educational research now practised. Let us now
consider the major points of contrast and debate between the broad categories of
qualitative and quantitative research. The section that follows rests heavily upon a
structure used by Hammersley [1991]. The arguments used here, however, are very
different from his.

A. DATA

Where a quantitative researcher might seek to know what percentage of people do one
thing or another the qualitative researcher pays much greater attention to individual cases
and the human understandings that feature in those cases. Nevertheless, one finds the
latter using terms such as 'frequently' and 'the majority of people' and so on.

It could be argued that the quantitative researcher is more precise but the response would
be that with people it is not possible to be so precise, people change and the social
situation is too complex for numerical description. We could also ask if it is any more
help to know that 58.6% of teachers in a school take one view than to know that to one
degree or another, most teachers take this view? We, as qualitative researchers, would
argue the qualitative perception in this last case is a more precise reflection of the
situation than the numerical perception. When you begin to interview, as part of this
course, you will often find people who will offer conflicting or unclear views. Some of
your respondents will say "I think this is a good idea but ..." Now in those sorts of
situations do you place this person in the 58.6% or in the remaining 41.4% or create a
third category? Quantitative research has a tendency to 'clarify' where clarification is not
appropriate.

At the heart of this discussion is a point about knowing. We might ask, "How sure can we
be about what we claim to know?" In education we have to deal with what is sometimes
called 'soft' knowledge, as opposed to 'hard' knowledge. We see claims [not always
justified] about certainty in the natural sciences and mathematics. Qualitative researchers,
and indeed educationists, have to be more circumspect. As we have seen above,
quantified evidence can be very powerful but it can also hide a great deal about people,
especially their understanding.

B. RESEARCH SETTING

Many qualitative researchers have long criticised laboratory based research as 'artificial'
and noted that people react differently in other contexts. There are also criticisms about
those researched being influenced by the researchers so that conclusions are not sound,
especially when compared to research in 'natural' settings. One response to these
arguments are criticisms about the artificiality of structured interviews which qualitative
researchers carry out. Of course, interviews need not be structured though the central
issue is about the extent to which the research act interferes with what is researched. In
other words are the conclusions valid, do they reflect what they believe they are reflect or
are people responding, above all, to the researchers?

Hammersley argues: [p231]

"In my view this distinction between natural and artificial settings is spurious. What
happens in a school class or in a court of law, for example, is no more natural [or
artificial] than what goes on in a social psychological laboratory."

To us this is simply wrong. There is an enormous difference. If Hammersley had argued


that there is some form of reaction to all forms of research we could have accepted that.
He is, however, going much further. In qualitative research we seek to minimise the
impact of our interventions [see triangulation below, for example] but also recognise that
there are other ways in which we do intervene. This is not too much of a problem if we
remember that we are not trying to create objective knowledge. Our knowledge is much
softer. We cannot be certain that practical work will always make learning easier. We
cannot prove that a pupil will respond positively to using a word processor. Yet we can
have a pretty good idea that these maybe helpful to us in certain situations. More
importantly we endeavour to 'build' theory from the ground of experience or practice. For
qualitative researchers the context in which practice takes place has an important bearing
upon that practice and research should be rooted accordingly.
There are other implications of our position. One of those is how we might transfer our
research findings from one situation to another. This is called generalisation and we will
discuss that below. Another is that qualitative research does not avoid the complexity of
social life. Instead great efforts are made to illuminate and understand social situations
and human feelings through immersion and detailed, in-depth exploration.

C. MEANINGS VERSUS BEHAVIOUR

In an earlier version of this introduction to qualitative research we wrote the following:

"Where quantitative forms of research, employing questionnaires and sampling


procedures attempt to eradicate the individual, the particular and the subjective,
qualitative research gives special attention to the subjective side of life. Rather than
asking how many people in a given locality have an IQ of 90, qualitative researchers are
more likely to ask how it feels to be considered having an IQ of 90, what intelligence
means to a given community, and, what is or is not considered to be intelligent by that
community. That is to say, they focus upon the social construction of such things as
'intelligence', 'special educational needs', 'behaviour problems', and so on.
In order to find out what a given phenomenon, like special educational needs, means to
people it is necessary to ask them and to observe what they do. That is why both
interview and observation are key techniques in qualitative research. Rather than starting
with a definition of special needs, the definition 'grows' from the data that is gathered
from interview and observation. Thus theory tends to be built from the ground of
experience rather than through academic reasoning distant from the scene of everyday
experience."

Hammersley [op. cit.] accepts that qualitative researchers seek to articulate the views of
people studied but adds that qualitative researchers often analyse the data in ways that
are likely to be alien to those studied. He also asserts that much quantitative research
concerns itself with the 'attitudes' of those studied and is therefore grounded in the
realities of people.

We hold our position in these matters. Quantitative research remains, in our view, more
interested in what people do without a very complete understanding of those actions. It
tends, therefore, to be concerned with behaviour as an end in itself without paying
sufficient attention to understanding that behaviour. This is behaviourism. Even where
'attitudes' are explored it is usually through pre-structured questionnaires which do not
allow respondents to provide their own agenda. The researcher decides on the important
questions. One observes this sort of practice especially amongst those who are not
experienced researchers.

A Professor of Education at UEA once argued, in a discussion about the researcher and
objectivity, that by the end of an evaluation the evaluator tends to lose his/her personal
views about the project being evaluated. Instead the evaluator becomes an information
broker on behalf of others, adopting an even-handed impartiality. This, he thought, was
the best we could expect as somebody has to carry out evaluations. The listening brief
and the intentions of quantitative researchers is far more 'people centred' than that of
quantitative evaluators. The qualitative researcher seeks to understand and to relate the
subjective understandings and the actions of those being studied. Moreover, in some
cases, the relationship between the researcher and the researched can be a very close one
even to the point of collaboration.

D. QUALITATIVE RESEARCH AND NATURAL SCIENCE

As qualitative researchers we have often found ourselves being criticised by natural


scientists for not providing quantified conclusions and, equally, we have defended
ourselves and criticised their work. Hammersley [op. cit.] points out that there is more
than one research methodology in the natural sciences and a number of interpretations of
these. Nevertheless, some writers, such as H-G Gadamer, have criticised the broad
approach of the research methodologies of the natural sciences. We, among others, have
found patterns in these criticisms which are very similar to those noted by writers such as
Gadamer and I turn now to these issues.

What has been most disconcerting is the rigidity of thought that we have experienced
when discussing qualitative research. We have found that natural scientists place great
store on what they call objective knowledge. This is knowledge which fits into a scheme
that they are familiar with and about which they claim to be certain. Unfortunately, many
natural scientists are not aware that even within their disciplines there are fads and
fashions and different ways of conceptualising the data they gather. Different academics
carry out pioneering work and come up with different terms for describing their findings
and the new terms then take over from the old ones. At the same time some of the
concepts widely used begin to change. In short, the frameworks used by all the forms of
knowledge we have change and what was once considered objective becomes less certain
and more problematical. A great deal of science is involved with solving the puzzles that
are predominant rather than actually critically deconceptualising the basic assumptions.

The view described in the paragraph above might be called the objectivist view and we
see it sewn into the heart of the national curriculum which has a clear unquestionable
framework which encompasses all of the knowledge that children need. A different set of
views are held by someone we might call a subjectivist. Decisions made by a thorough
going subjectivist rest upon whim, personal taste or bias. Both objectivism and
subjectivism can be contrasted to relativism which is the basic idea that when we
consider fundamental notions such as rationality, truth, reality, good and so on, each is as
acceptable as any other. The relativist relates ideas to a given conceptual scheme or set of
social practices or historical era while the subjectivist relates ideas to him or herself.

We could actually accuse anybody who stuck rigidly to any of these perspectives as
intransigent and unable, as a researcher, to represent other people in these terms.
Qualitative researchers need to be 'good listeners' and have some flexibility as they carry
out their craft. In this respect dialogue between people is a critical element of and the
qualitative researcher needs to always be available and, indeed, willing to engage in
discussion with all the participants in a piece of research.
E. THE USE OF HYPOTHESES

Another tendency among quantitative researchers is to see their studies as centrally


concerned with testing an initial hypothesis. It is rarer but not unknown among qualitative
researchers. One contrast drawn in this respect is that between explanation and
understanding. It is argued that the quantitative researcher seeks to explain an initial
hypothesis but the qualitative researcher strives to understand the views of the 'actors' in a
school or a project, for example.

We have found that initial hypotheses tend to be poorly informed and that after a period
of 'immersion' in a situation the researcher is better able to draw hypotheses [mature
hypotheses] which emerge from experience in a setting. By way of example we know of
a teacher who was told by her headteacher to ensure that all of her class were engaged in
silent reading for twenty minutes every Tuesday afternoon. It worked particularly badly
in her class, two statemented pupils were especially fractious in this time. Her initial
hypothesis was concerned with explaining how her colleagues, who she took to be good
practitioners, were making this activity work well. To her surprise she found that most
teachers in the school were largely ignoring the headteachers instruction and not really
doing silent reading at all. She found then that her hypothesis became more concerned at
understanding how the policy was formed and how best a school might embrace and
influence the actual practice of teachers. Her first hypothesis was rooted in her rather
limited early grasp of the situation rather then the better informed understanding she
acquired after her first round of research.

While qualitative researchers are more concerned with understanding then explaining this
is not always the case. It is sometimes radically suggested that a thorough understanding
requires the researcher to have direct contact with the social reality to the point of
actually taking part. This is often stressed in the ethnographic literature and opens up the
issue of whether the researcher can be or is an 'insider' or an 'outsider' or some mixture of
the two. Qualitative research does aspire to an 'insider' view and this requires the
researcher to mix in in some way rather than adopting a detached stance. We will return
to this question below. In addition we will suggest some ways, below, in which
researcher bias might be minimised in the 'insider' situations.

F. THE PERSONAL/PROFESSIONAL ELEMENT

Consider these quotations:

"There is no standing ground, no place for enquiry, no way to engage in the practices of
advancing, evaluating, accepting and rejecting reasoned argument apart from that which
is provided by some particular tradition or other." [MacIntyre, 1988, 350]
"There is no way to engage with or to evaluate rationally the theses advanced in
contemporary form by some particular tradition except in terms which are framed with an
eye to the specific character and history of that tradition on one hand and the specific
character and history of the particular individual or individuals on the other." [ibid, 398]
These are the comments of an influential philosopher and in more simple words he is
making two points. The first is that our perspectives in areas such as rationality, truth,
reality, truth and so on are influenced in part by traditions of thought that have historical
importance. We are not always aware of the complexity of these traditions but most of us
know that we have some kind of allegiance to notions of democracy, freedom, the
wisdom of the practitioner and so on. MacIntyre goes further and asserts that we can only
take part in discussion with others insofar as we recognise the views of others and they
recognise ours. It is very difficult to hold a discussion with someone who believes that all
children with special educational needs should be removed from schools altogether.

The second point raised is that there is a bit of each individual in his or her own views.
Ultimately we cannot remove this piece of us. Now when we are speaking of research
these two points have major ramifications. One of these is for the validity of the
conclusions we draw. Are we actually representing people and situations fairly and
accurately if our own views are present? This leads us to two further issues, namely, what
do we do about the personal/tradition element and also can we generalise our research
findings to other people and places? Let us deal with these in this order.

Let us begin by saying that we take it that in this case the most important tradition that
affects most teachers is the educational one. Over the last century and a half, and indeed
before, a huge stock of experiences, ideas, a history and a an educational literature have
grown. Practitioners and theorists have developed both separately and together to create a
culture or social practice of similar minded people. They do not all agree but there are
strong ties, often expressed as stories or jokes, which enable us to debate what we do and
believe. It is the strength of this tradition which is an important part of what is called a
profession. Currently this professional standing is under rigorous and aggressive attack,
primarily from central government.

Rather than suppress our traditions and our personal views - steps sometimes taken when
quantitative researchers claim objectivity - qualitative researchers tend to draw
attention to them. This form of reflection allows the reader to judge the biases and
position of the researcher and simultaneously gives the researcher the opportunity to
rigorously explore his or her own interpretations of the data s/he has collected.

G. GENERALISATION.

We are told that we have an entitlement curriculum which all children should receive.
This goes beyond mere entitlement to become compulsory. Implied therefore is the
notion that all children should experience the national curriculum. We are told that all
children should experience a course in English grammar and should be able to speak
standard English. Again, implied in this expression is the idea that this is the case for all
children. We hear similar statements about what is a good school with respect to the
pastoral systems they require, the way they are managed, classroom conduct and so on.
These are examples of generalisation.
In research we have to be very careful not to suggest that what we have concluded from
one piece of research is then applicable to all other classrooms, teachers, schools etc. It is
not necessarily the case that quantitative researchers generalise but there is a tendency for
conclusions to be drawn from what appears to be the numerically largest group. Recently
when bidding for research funding we were told that our conclusions had to be quantified
so that a board could make well informed decisions. By this was meant that a single
decision could be made for all to adhere to.

In our experience the tendency to generalise is most marked among those who seek clear
and simple conclusions and among policy makers. The reader might imagine that the
policy making process would have a different complexion if policy makers were given
clear numerical data in contrast to the data from qualitative research. The latter might
present a small number of cases which were researched in great depth. Policy makers
would not be able to treat the conclusions as hard knowledge but as a soft understanding
of what was making their employees tick. The policy would not tend towards being firm
and prescriptive but flexible and open to some interpretation. For those policy makers
who believe that they need to be in control, the second of these two possibilities can be
extremely threatening, even in a democracy.

Up to this point the term generalisation has been used to refer to the move from one case
to all others. We can talk about generalisation from one to any number of other cases. In
qualitative research we tend to study individual cases and once we have drawn
conclusions we have at least two ways forward. The first is to say that this is soft
knowledge but the conclusions are probably plausible to most practitioners. The strength
of this case is increased if we have tested our conclusions on other practitioners. A
second is to say we are not sure if our findings can be applied to other social situations
and that the judge of this should be those practitioners who work in other situations.
There is plainly an overlap in these two positions. Either way we have to be extremely
careful not to jump from one situation to another and thereby make unfounded claims.

H. ACTION

Qualitative research pays considerable attention to the action it seeks to bring about. In
this respect there are efforts to ensure that the gap between theory and practice is
minimised, or more commonly, that theory and practice interact.

Qualitative researchers are concerned to 'build' theory from the ground of the experience
of practitioners; to research face to face levels of interaction; to focus on the everyday or
routine. These are allied to a fundamental respect for individual human beings,
sometimes exemplified by a concentration upon the 'underdog'.

Qualitative researchers do not seek the 'detached objectivity' of the quantitative


researcher. Rather he/she tries to engage practitioners in his/her research and to report
findings in terms which are familiar to the subjects of investigation. Ultimately, it is this
engagement which gives subjects a stake in, and an understanding of, the research. This
is considered the basis for action and change. Indeed we might consider an understanding
of action and change as the stock-in-trade of the qualitative researcher.

I. PROFESSIONAL DECISION MAKING, THE REPRESENTATION OF


THE CASE AND GENERALISATION FROM CASES

Decisions are made all the time, often with hardly a thought given to how the decision
was made. When asked, we might say 'I drew upon my experience'. That implies that
something about the present situation raises an echo of previous similar situations. The
reasoning may be: 'If I did 'x' on previous similar situations, then I should the same in this
situation as described more fully in Chapter 8 on learning theories. In schematic form this
can be expressed in simplified format as follows:

The above diagram was inspired by a discussion with a group of health professionals who
were reflecting upon how they came to decisions. They were in agreement that no matter
how similar one situation may be to a past situation, no case is identical. Thus it is always
important not only to recognise the similarities but also to identify the differences. Over
the years a professional develops a rich repertoire of cases together with their similarities
and differences. This enables sophisticated modifications in courses of action as cases are
monitored for their variations. This process is an example of generalisation across cases
to formulate general principles, categories of explanation and theories as a basis for
organising experiences about immediate cases.

By studying cases, considerable sophistication can be brought to bear upon the analysis
of each new instance of previous similar cases. A teacher, for example, may have found
behaviourist strategies to control a child's behaviour effective in the past. Thus when
confronted by behaviour defined by the teacher as 'undesirable', is likely to adopt the
same strategies that worked previously. Through practice, the teacher may become
increasingly sophisticated in the application of behaviourist principles. In short, the
teacher becomes a behavioural technician. This is the kind of technicist approach
criticised in chapter 8. The child is always only seen as the 'problem to be solved'.
However, a wider vision can be developed as chapter 8 makes clear, in which the whole
technicist approach can be critiqued. To do this the teacher must move to another level of
analysis. The child must be seen in context. There is the immediate context of the child
which relates to his or her own biography, local community and family experiences. Then
there is the context of the classroom with its particular style of learning management,
teacher control and so on. Then there is the school, its ethos, its values, its style of
management, its levels of resourcing and so on. And so on. This is represented in the
following diagram:

Rather than focusing on the child as the source of 'the problem', the teacher now applies a
professional critique to the context within which the child, the teacher, and other staff are
operating. This kind of analysis can be applied to any situation: the health service,
business management, or even the analysis of domestic life. As increasingly sophisticated
analyses of the social situation are made, then the evidence base upon which the
professional decision maker draws is going to be expanded to include information not
previously considered. This will have an effect on the quality of decision making.

In representing the case, it is insufficient to focus on a single instance such as a particular


child without seeing that child within a greater context. Even the notion of a child makes
no real sense without setting the concept 'child' within the history of the emergence of
'childhood' as a social category. Many historians have pointed to the historical fact that
childhood is a relatively recent concept. Certainly, childhood cannot be understood
without recourse to the cultural beliefs and values that a particular group holds about
children - particularly about deference to adults, and sexual taboos. Childhood is also
surrounded by a complex of laws relating to sexuality, work, and welfare. All this is part
of an adequate representation of a case concerning the behaviour of a child. In short, the
case of the child's behaviour is socially constructed and can only be adequately
represented within the context of that social construction. the same is true for any
particular focus for research - the management style of a particular manager, the decision
making of a nurse. Each of these are socially constructed. How did the concept of a
'nurse', 'manager', 'teacher' arise? What were the historical antecedents of each concept?
How is the role of each constructed within a given society, organisation, department? To
arrive at an adequate representation of a case as the basis for generalisation and decision
making, its many contexts have to be identified and analysed.

CONCLUSION

By allowing theories to form through what people say and do, qualitative research cannot
be easily accused of imposing its theories upon people. Equally by keeping detailed
records of what is said and of what happens qualitative research does not reduce the
complexity of social life to easily manipulated equations. Rather than skating on the
surface of everyday life, its close contact and detailed recording allows the research to
glimpse beneath the polished rhetoric, or the plausible deceits; it is able to take more time
to focus upon the smaller yet powerful processes which other methods gloss over or
ignore. For example, many so called objective facts of everyday life are revealed as being
socially constructed. That is to say, if a child is categorised as having 'special needs', that
can either be treated as an objective fact which requires no further investigation; or, it can
be treated as a social process requiring explanation. If it is simply an objective fact, then
the only practical consequence is to find the right 'treatment' for the child. If it is seen as a
social process, then the consequence is to inquire into the social functions served by
labelling some people as having special needs. It may be found that some social classes,
or ethnic groups are more likely to be categorised as having special needs than others. If
this is the case, then the objective fact 'special needs' is being de-constructed to reveal
how it was constructed; in this fictitious example, constructed through processes of social
discrimination.

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