Qualitative research methodologies: Ethnography

 

Dr. V.K.Maheshwari, M.A(Sociology, Philosophy) B.Sc. M. Ed, Ph. D

Former Principal, K.L.D.A.V.(P.G) College, Roorkee,

There are several methodological approaches commonly used by qualitative researchers in social sciences. Ethnography is the study of social interactions, behaviours, and perceptions that occur within groups, teams, organisations, and communities. Its roots can be traced back to anthropological studies of small, rural (and often remote) societies that were undertaken in the early 1900s, when researchers such as Bronislaw Malinowski and Alfred Radcliffe-Brown participated in these societies over long periods and documented their social arrangements and belief systems.

The word ‘ethnography’ is derived from the Greek ἔθνος (ethnos), meaning “a company, later a people, nation” and -graphy meaning “field of study”. Ethnographic studies focus on large cultural groups of people who interact over time. An ethnography is a means to represent graphically and in writing the culture of a group. The word can thus be said to have a double meaning, which partly depends on whether it is used as a count noun or uncountable. The resulting field study or a case report reflects the knowledge and the system of meanings in the lives of a cultural group..

Gerhard Friedrich Müller developed the concept of ethnography as a separate discipline whilst participating in the Second Kamchatka Expedition (1733–43) as a professor of history and geography. Whilst involved in the expedition, he differentiated Völker-Beschreibung as a distinct area of study. This became known as “ethnography,” following the introduction of the Greek neologism ethnographia by Johann Friedrich Schöpperlin and the German variant by A. F. Thilo in 1767. August Ludwig von Schlözer and Christoph Wilhelm Jacob Gatterer of the University of Göttingen introduced the term into the academic discourse in an attempt to reform the contemporary understanding of world history.[11][12]

Herodotus known as the Father of History had significant works on the cultures of various peoples beyond the Hellenic realm such as nations in Scythia, which earned him the title “Barbarian Lover” and may have produced the first ethnographic works.

Ethnography means trying to understand behavior and culture by going out and talking to and observing people wherever they are, while they’re doing whatever they do. It means entering someone’s world for a while, be it a couple of hours or a couple of days, or like our anthropological forefathers and foremothers, a couple of years.

Ethnography is a set of qualitative methods that are used in social sciences that focus on the observation of social practices and interactions. Its aim is to observe a situation without imposing any deductive structure or framework upon it and to view everything as strange or unique.

Ethnographic research is a qualitative method where researchers observe and/or interact with a study’s participants in their real-life environment. Ethnography was popularised by anthropology, but is used across a wide range of social sciences.

Within the field of usability, user-centred design and service design, ethnography is used to support a designer’s deeper understanding of the design problem – including the relevant domain, audience(s), processes, goals and context(s) of use.

Ethnography, as the presentation of empirical data on human societies and cultures, was pioneered in the biological, social, and cultural branches of anthropology, but it has also become popular in the social sciences in general—sociology, communication studies, history—wherever people study ethnic groups, formations, compositions, resettlements, social welfare characteristics, materiality, spirituality, and a people’s ethnogenesis. The typical ethnography is a holistic study[7][8] and so includes a brief history, and an analysis of the terrain, the climate, and the habitat. In all cases, it should be reflexive, make a substantial contribution toward the understanding of the social life of humans, have an aesthetic impact on the reader, and express a credible reality. An ethnography records all observed behavior and describes all symbol-meaning relations, using concepts that avoid causal explanations.

The aim of an ethnographic study within a usability project is to get ‘under the skin’ of a design problem (and all its associated issues). It is hoped that by achieving this, a designer will be able to truly understand the problem and therefore design a far better solution

The central aim of ethnography is to provide rich, holistic insights into people’s views and actions, as well as the nature (that is, sights, sounds) of the location they inhabit, through the collection of detailed observations and interviews. As Hammersley states, “The task [of ethnographers] is to document the culture, the perspectives and practices, of the people in these settings. The aim is to ‘get inside’ the way each group of people sees the world.”

A major difference between ethnography and other types of research is the depth and intimacy of our work. We get up close and personal with our research participants. By spending time with people as they go about their daily lives, we develop a better understanding of the cultural .

Features of ethnographic research

  • The ethnographic method is different from other ways of conducting social science approach due to the following reasons:
  • An ethnographer conducting field interviews, Valašské muzeum v přírodě
  • It is field-based. It is conducted in the settings in which real people actually live, rather than in laboratories where the researcher controls the elements of the behaviors to be observed or measured.
  • It is personalized. It is conducted by researchers who are in the day-to-day, face-to-face contact with the people they are studying and who are thus both participants in and observers of the lives under study.
  • It is multifactorial. It is conducted through the use of two or more data collection techniques – which may be qualitative or quantitative in nature – in order to get a conclusion.
  • It requires a long-term commitment i.e. it is conducted by a researcher who intends to interact with people they are studying for an extended period of time. The exact time frame can vary from several weeks to a year or more.
  • It is inductive. It is conducted in such a way to use an accumulation of descriptive detail to build toward general patterns or explanatory theories rather than structured to test hypotheses derived from existing theories or models.
  • It is dialogic. It is conducted by a researcher whose interpretations and findings may be expounded on by the study’s participants while conclusions are still in the process of formulation.
  • It is holistic. It is conducted so as to yield the fullest possible portrait of the group under study.

It can also be used in other methodological frameworks, for instance, an action research program of study where one of the goals is to change and improve the situation.

Areas of Ethnography

Ethnography is most useful in the early stages of a user-centred design project. This is because ethnography focuses on developing an understanding of the design problem. Therefore, it makes more sense to conduct ethnographic studies at the beginning of a project in order to support future design decisions (which will happen later in the user-centred design process).

Ethnographic methods (such as participant observation) could also be used to evaluate an existing design – but their true value comes from developing an early understanding of the relevant domain, audience(s), processes, goals and context(s) of use.

We would normally recommend that ethnographic methods are used for very complex and/or critical design problems. More complex design problems (in terms of their domain, audience(s), processes, goals and/or context(s) of use) are likely to need the deeper understanding which ethnographic studies can bring. Equally, highly critical systems (where failure or error can lead to disaster) could also justify significant ethnographic research.

Ethnography as method

The ethnographic method is different from other ways of conducting social science approach due to the following reasons:

An ethnographer conducting field interviews, Valašské muzeum v přírodě

  • It is field-based. It is conducted in the settings in which real people actually live, rather than in laboratories where the researcher controls the elements of the behaviors to be observed or measured.
  • It is personalized. It is conducted by researchers who are in the day-to-day, face-to-face contact with the people they are studying and who are thus both participants in and observers of the lives under study.
  • It is multifactorial. It is conducted through the use of two or more data collection techniques – which may be qualitative or quantitative in nature – in order to get a conclusion.
  • It requires a long-term commitment i.e. it is conducted by a researcher who intends to interact with people they are studying for an extended period of time. The exact time frame can vary from several weeks to a year or more.
  • It is inductive. It is conducted in such a way to use an accumulation of descriptive detail to build toward general patterns or explanatory theories rather than structured to test hypotheses derived from existing theories or models.
  • It is dialogic. It is conducted by a researcher whose interpretations and findings may be expounded on by the study’s participants while conclusions are still in the process of formulation.
  • It is holistic. It is conducted so as to yield the fullest possible portrait of the group under study.
  • It can also be used in other methodological frameworks, for instance, an action research program of study where one of the goals is to change and improve the situation

Forms of ethnography:

Confessional ethnography; life history; feminist ethnography etc. Two popular forms of ethnography are realist ethnography and critical ethnography. (Qualitative Inquiry and Research Design, 93)

Realist ethnography: is a traditional approach used by cultural anthropologists. Characterized by Van Maanen (1988), it reflects a particular instance taken by the researcher toward the individual being studied. It’s an objective study of the situation. It’s composed from a third person’s perspective by getting the data from the members on the site. The ethnographer stays as omniscient correspondent of actualities out of sight. The realist reports information in a measured style ostensibly uncontaminated by individual predisposition, political objectives, and judgment. The analyst will give a detailed report of the everyday life of the individuals under study. The ethnographer also uses standard categories for cultural description (e.g., family life, communication network). The ethnographer produces the participant’s views through closely edited quotations and has the final work on how the culture is to be interpreted and presented. (Qualitative Inquiry and Research Design, 93)

Critical ethnography: is a kind of ethnographic research in which the creators advocate for the liberation of groups which are marginalized in society. Critical researchers typically are politically minded people who look to take a stand of opposition to inequality and domination. For example, a critical ethnographer might study schools that provide privileges to certain types of students, or counseling practices that serve to overlook the needs of underrepresented groups. (Qualitative Inquiry and Research Design, 94). The important components of a critical ethnographer are to incorporate a value- laden introduction, empower people by giving them more authority, challenging the status quo, and addressing concerns about power and control. A critical ethnographer will study issues of power, empowerment, inequality inequity, dominance, repression, hegemony, and victimization.

Data collection methods

According to the leading social scientist, John Brewer, data collection methods are meant to capture the “social meanings and ordinary activities” of people (informants) in “naturally occurring settings” that are commonly referred to as “the field.” The goal is to collect data in such a way that the researcher imposes a minimal amount of personal bias in the data. Multiple methods of data collection may be employed to facilitate a relationship that allows for a more personal and in-depth portrait of the informants and their community. These can include participant observation, field notes, interviews, and surveys.

Interviews are often taped and later transcribed, allowing the interview to proceed unimpaired of note-taking, but with all information available later for full analysis. Secondary research and document analysis are also used to provide insight into the research topic. In the past, kinship charts were commonly used to “discover logical patterns and social structure in non-Western societies”. In the 21st century, anthropology focuses more on the study of people in urban settings and the use of kinship charts is seldom employed.

In order to make the data collection and interpretation transparent, researchers creating ethnographies often attempt to be “reflexive”. Reflexivity refers to the researcher’s aim “to explore the ways in which [the] researcher’s involvement with a particular study influences, acts upon and informs such research”. Despite these attempts of reflexivity, no researcher can be totally unbiased. This factor has provided a basis to criticize ethnography.

Traditionally, the ethnographer focuses attention on a community, selecting knowledgeable informants who know the activities of the community well.[16] These informants are typically asked to identify other informants who represent the community, often using snowball or chain sampling.[16] This process is often effective in revealing common cultural denominators connected to the topic being studied.[16]Ethnography relies greatly on up-close, personal experience. Participation, rather than just observation, is one of the keys to this process.[17] Ethnography is very useful in social research.

Ybema et al. (2010) examine the ontological and epistemological presuppositions underlying ethnography. Ethnographic research can range from a realist perspective, in which behavior is observed, to a constructivist perspective where understanding is socially constructed by the researcher and subjects. Research can range from an objectivist account of fixed, observable behaviors to an interpretive narrative describing “the interplay of individual agency and social structure.” Critical theory researchers address “issues of power within the researcher-researched relationships and the links between knowledge and power.”

Another form of data collection is that of the “image.” The image is the projection that an individual puts on an object or abstract idea. An image can be contained within the physical world through a particular individual’s perspective, primarily based on that individual’s past experiences. One example of an image is how an individual views a novel after completing it. The physical entity that is the novel contains a specific image in the perspective of the interpreting individual and can only be expressed by the individual in the terms of “I can tell you what an image is by telling you what it feels like.” The idea of an image relies on the imagination and has been seen to be utilized by children in a very spontaneous and natural manner. Effectively, the idea of the image is a primary tool for ethnographers to collect data. The image presents the perspective, experiences, and influences of an individual as a single entity and in consequence, the individual will always contain this image in the group under study.

Risks associated with Ethnography

As stated above, ethnographic studies consist of the researcher observing and/or interacting with subjects within the environment which the (future) design is intended to support. The two main potential weaknesses with ethnographic studies are:

Researcher-Ethnographic researchers need to be very highly-skilled to avoid all the potential pitfalls of an ethnographic study. Some of these include the detail & completeness of observations, as well as potential bias (and mistakes) in data collection or analysis.

Subjects-It is essential that any studies’ subjects are as true a representation of the larger user audience as possible (assuming that the study has been designed this way). It is also vital that the subjects are open and honest with the researcher. Of course, both of these issues are related to the quality of the researcher themselves and their role in the study’s design.

As we can see from the above, most of the risks associated with ethnographic studies relate to the researcher, either directly or indirectly. This, of course, means that the choice of ethnographic researcher is critical to a study’s success. We recommend choosing a researcher with a proven background of past involvement in successful projects across varying domains.

Advantages of Ethnography

One of the main advantages associated with ethnographic research is that ethnography can help identify and analyse unexpected issues. When conducting other types of studies, which are not based on in-situ observation or interaction, it can very easy to miss unexpected issues. This can happen either because questions are not asked, or respondents neglect to mention something. An ethnographic researcher’s in-situ presence helps mitigate this risk because the issues will (hopefully) become directly apparent to the researcher.

Ethnography’s other main benefit is generally considered to be its ability to deliver a detailed and faithful representation of users’ behaviours and attitudes. Because of its subjective nature, an ethnographic study (with a skilled researcher) can be very useful in uncovering and analysing relevant user attitudes and emotions.

It can open up certain experiences during group research that other research methods fail to cover.Notions that are taken for granted can be highlighted and confronted.

It can tap into intuitive and deep human understanding of and interpretations of (by the ethnographer) the accounts of informants (those who are being studied), which goes far beyond what quantitative research can do in terms of extracting meanings.

Ethnography allows people outside of a culture (whether of a primitive tribe or of a corporation’s employees) to learn about its members’ practices, motives, understandings, and values.

Disadvantages of ethnography

  • Access: Negotiating access to field sites and participants can be time-consuming and difficult. Secretive or guarded organizations may require different approaches in order for researchers to succeed.[45]
  • Bias: Ethnographers bring their own experience to bear in pursuing questions to ask and reviewing data, which can lead to biases in directions of inquiry and analysis.
  • Deep expertise is required: Ethnographers must accumulate knowledge about the methods and domains of interest, which can take considerable training and time.
  • Descriptive approach: Ethnography relies heavily on storytelling and the presentation of critical incidents, which is inevitably selective and viewed as a weakness by those used to the scientific approaches of hypothesis testing, quantification and replication.
  • Duration and cost: Research can involve prolonged time in the field, particularly because building trust with participants is usually necessary for obtaining rich data.
  • Sensitivity: The ethnographer is an outsider and must exercise discretion and caution to avoid offending, alienating or harming those being observed.
  • subjects may not act naturally during a short study. Longer studies normally counter-act this because the subjects grow to trust the researcher and/or get tired of any pretence.

We would generally recommend that an ethnographic approach may be suitable for the early stages of a user-centred project that deals with a particularly complicated or critical design challenge. This is because ethnographic methods allow a particularly deep understanding of a design problem’s domain, audience(s), processes, goals and context(s) of use. These ethnographic methods can also be very useful in discovering and exploring previously unknown issues.

Perhaps the most critical decision within an ethnographic study is the choice of ethnographic researcher. This individual will design, conduct and analyse the study’s findings – so it is essential that they have the skill and experience to make sure the study is representative, accurate and fair.

 

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