RESEARCH AND ORIENTATION WORKSHOP ON FORCED MIGRATION
Eighth Annual Winter Course on Forced Migration 2010
Module F
Research Methodology in Forced Migration Studies
Online lecture by Sabyasachi Basu Ray Chaudhury
Caveat
Much of research depends on wit, particularly if the enquiry is sensitive in the eyes of the people enquired into. And there is no training in wit.
This lecture is more in the nature of sensitizing ourselves about possibilities rather than developing a blueprint, which is likely to become a straitjacket leading to foreclosure. One should be open, and of course capable, of breaking the grammar.
Possibilities
1.In the social sciences methodology is taken to be a discipline, bordering on philosophy, whose function is to recommend and examine the methods, which should be used to produce valid knowledge. Methodology lays down procedures to be used in generation of valid knowledge and these procedures are justified or criticized by means of philosophical arguments. It is clear that methodology’s claim to prescribe correct procedures to social sciences presupposes a form of knowledge that is thought to be provided by philosophy. In this sense methodology presupposes a particular kind of relationship between philosophy and the social sciences where judgment and validation of the claim to knowledge is possible. Different philosophies may conceive of that relationship in different terms, and to that extent each discourse describes a different ‘regime of truth’, that is, the operation of criteria, norms and procedures for identifying or arguing about ‘true’ propositions in any given case.
2. For any researcher on any problematic, the first thing to ponder over is the choice of appropriate epistemology. The choice is a function of the nature of the issue to be enquired into and of a researcher’s non-academic intent, even his or her sympathy. This is assuming that the researcher is aware of his right to choose. A well-written text book on methods of research, an articulate teacher and a path-breaking text can produce closed minds, and thus stand in the way of development of such awareness.
3. ‘Forced migration’ as a problematic demands a critical epistemology. It believes in value-determined nature of enquiry, unlike positivism and post-positivism interested in explanation only. Further, it wants enquiry to critique with an intention to transform social, political, economic, and ethnic and gender structures, which constrain and exploit woman and man. The inquirer becomes an instigator, a ‘transformative intellectual’ confronting ignorance and misconceptions.
4. Constructivism is another appropriate epistemological position, which envisages multiple realities. Constructivism enquires into people’s constructions about reality in order to understand these. The investigator is a ‘passionate participant’, engaged in enabling multivoice construction of his/her own as well as of other participants’ perceptions.
5. Both Critical epistemology and Constructivism want value-driven enquiry and its outcome ensuring empowerment of the marginal people. The forced migrants become marginal at the places of their arrival. In case they were already marginal in their original social location, they become doubly marginalised.
6. These two epistemological positions direct a researcher to qualitative approach to the problem. This is also perceived as a ‘humanist’ approach, because it keeps woman at the centre of enquiry.
7. Theoretical critique of positivism has encouraged in recent times a shift to qualitative methodology in social research. The basic assumptions central to this critique can be briefly stated as: (i) commonsense knowledge of social structures cannot be discounted in favor of the misplaced hope of achieving an objective knowledge; in an inter-subjective world both observer and observed use the same resources to identify ‘meanings’, (ii)Statistical logic and experimental methods are not always appropriate for the study of this inter-subjective world, (iii) In an inter-subjective world, policy interventions based on a stimulus-response model of change can neither analytically nor politically acceptable.
8. ‘Qualitative’ denotes an attention to processes and meanings that are not subjected to measurement in terms of quantity, amount, intensity or frequency. Qualitative analysis is best understood in terms of what it intends to do: bring out the distinctive attribute of a social phenomenon or relationship between phenomena which can not be represented by a quantitative indicator entirely or at all. The synonymous expressions for qualitative approach also imply its character. These are: ‘naturalistic’, ‘inquiry from inside’, and ‘interpretative’. Along with such labeling, there is a critical attribution that it is a paradigm meaning that it is a set of beliefs and imperatives concerning what should be studied and how. Qualitative research is multimethod in focus, involving an interpretative, naturalistic approach to its subject matter. This means that qualitative researchers study things in their natural settings, attempting to make sense of, or interpret, phenomena in terms of the meanings people bring to them. Qualitative research involves use and collection of a variety of empirical material – case study, personal experience, introspective, life story, interview, observational, historical, interactional, and visual texts—-that describe routine and problematic moments and meanings in individuals’ lives. Qualitative research is bricolage and researcher is a bricoleur, a ‘jack of all trades’ ready to use any strategy, method or data. There is no prior commitment to any. A context sets a research question, which in turn suggests a research practice. Qualitative research is a call for openness for the sake of better understanding.
9. The attributes of qualitative research establish how it seeks to locate distinctiveness of phenomena. These are: an explicit commitment to examining events, activities, experiences and their underlying normative framework ‘through the eyes of’ a people being studied; a detailed descriptive attention to aspects of everyday life process likely to reveal specific contexts of behavior; locating wider historical and social as well as immediate and particular context; and an examination of inter-locking processes.
10. An enquiry is good if knowledge possesses: according to critical epistemology if it has the property of historical situatedness (care taken about social, political, economic, cultural, ethnic and gender specificities of the studied situation); according to constructivism, trustworthiness, criteria of credibility, transferability, dependability and confirmability, and authenticity criteria of fairness, ontological authenticity (enlarging personal constructions), educative authenticity (leading to improved understanding of others’ constructions), catalytic authenticity (stimulating action) and tactical authenticity (empowering action). These are set against proof of internal validity (isomorphism of findings with reality), external validity (generalizabilty), reliability (stability) and objectivity (distanced and neutral observer) for positivism and postpositivism.
11. The philosophy underlying the qualitative approach is best represented in the unobtrusive measures. These are so-called because these do not intrude into social settings, groups and individuals who are objects of investigation. Unlike interviews and observation these are ‘non-reactive’ since these do not involve interaction between the investigator and the people being studied.
12. Unobtrusive methods take a variety of forms: Textual analysis, Content Analysis, Discourse Analysis, and Analysis of visuals, Semiotics, Translation, and Analysis of existing statistics.
13. Because more than one method can be necessary, the need for triangulation arises. The expression ‘triangulation’ is a metaphor drawn on trigonometry, a branch of mathematics. It means originally a method of surveying in which an area is divided in to triangles, one side (the base) and all the angles of which are measured and the lengths of the other lines calculated trigonometrically. Social scientists are seldom conversant about trigonometry. Hence we may be excused trying to make sense more of the suggestions thrown up by the specialist definition. These are: ‘area’, ‘angle’ which implies sides—three, that is, more than one, ‘survey’ and ‘calculation’. Central to this exercise is dividing in triangles and then relating them for a survey. For the social scientists, the area is the phenomenal world or a part thereof, which is sliced up, comprehended and then ‘sewn up’, again for comprehension. If the slices are different in nature, their comprehension involves use of different methods. In social sciences, triangulation means employment of a number of different methods in the belief that the variety facilitates achievement of validity of an observation. This is according to the positivist position. In post-modernist eyes, triangulation or use of multiple methods is useful for ensuring ‘rigor, breadth, and depth to any investigation’. Triangulation refers to the use of more than one approach to the investigation of a research question in order to enhance confidence in the ensuing findings. Since much social research is founded on the use of a single research method and as such may suffer from limitations associated with that method or from the specific application of it, triangulation offers the prospect of enhanced confidence.
12. Triangulation can take five forms
(i). Data triangulation, which entails gathering data through several sampling strategies, so that slices of data at different times and social situations, as well as on a variety of people, are gathered.
(ii). Investigator triangulation, which refers to the use of more than one researcher in the field to gather and interpret data.
(iii). Theoretical triangulation, which refers to the use of more than one theoretical position in interpreting data.
(iv). Methodological triangulation, which refers to the use of more than one method for gathering data.
(v) Interdisciplinary triangulation, which refers to triangulation of different disciplines.
A distinction is also possible between within-method and between-method triangulation. The former involves the use of varieties of the same method to investigate a research issue; for example, a self-completion questionnaire might contain two contrasting scales to measure emotional labor. Between-method triangulation, involved contrasting research methods, such as a questionnaire and observation. Sometimes this meaning of triangulation is taken to include the combined use of quantitative research and qualitative research to determine how far they arrive at convergent findings.
Suggested Readings
Hesse-Biber, Sharlene Nagy and Leavy, Patricia. (2004). Approaches to Qualitative Research: A Reader on Theory and Practice, Oxford University Press
Bryman, Alan (1992) Quantity and Quality in Social Research, Routledge.
Giles, Judy and Middleton, Tim (1999): Studying Culture: a practical introduction. Blackwell Publishers.
Kripendorff, Klaus (2003) Content Analysis: an introduction to its methodology, Sage Publications
Denzin, Norman K and Lincoln Yvonna S(eds.)(1998-a): Strategies of Qualitative Enquiry.
Denzin, Norman K and Lincoln Yvonna S(eds.) (1998-b): Collecting and Interpreting Qualitative Materials.
Denzin, Norman K and Lincoln Yvonna S(eds.)(1998-c): The Landscape of Qualitative Research.
Thwaites, Tony, Davis, Lloyd and Mules, Warwick (2002): Introducing Cultural and Media Studies.
Hall, Stuart (2002): Representation: Cultural Representations and Signifying Practices.
Hammersley, Martyn and Atkinson, Paul (1995): Ethnography: Principles and Practice.
Chaplin, Elizabath. (1994): Sociology and Visual Representation.
Paradigms of Qualitative Approach
Hesse-Biber, Sharlene Nagy and Leavy, Patricia. Approaches to Qualitative Research: A Reader on Theory and Practice (2004).pp 1-14,15-38, 62-78.
Bryman (1988) Quantity and Quality in Social Research, pp 45-71, pp95-97, 112-113.
Denzin, Norman K and Lincoln Yvonna S(eds.)(1998-a): Strategies of Qualitative Enquiry. pp 1-34.
Denzin, Norman K and Lincoln Yvonna S(eds.)(1998-c): The Landscape of Qualitative Research.pp 185-220.
Analysing Representation
Giles, Judy and Middleton, Tim (1999): Studying Culture: a practical introduction. pp 56-80.
Hall (2002) Representation: Cultural Representations and Signifying Practices pp 1-74.
Thwaites, Tony, Davis, Lloyd and Mules, Warwick (2002): Introducing Cultural and Media Studies.
Hesse- Biber and Leavy (2004) Approaches to Qualitative Research: A Reader on Theory and Practice pp 79-129,142-146, 303-315, 334-365.
Denzin, Norman K and Lincoln Yvonna S(eds.) (1998-b): Collecting and Interpreting Qualitative Materials. pp 130-149.
Hall S (2002): Representation: Cultural Representations and Signifying Practices. pp 75-150.
Ethnography
Denzin, and Lincoln (eds.)(1998-a) Strategies of Qualitative Enquiry. pp 110-136.
Hammersley, Martyn and Atkinson, Paul (1995) Ethnography: Principles and Practice.
Case Study
Denzin and Lincoln (eds.)(1998-a) Strategies of Qualitative Enquiry. pp 86-109.
Visuals
Chaplin, Elizabath. (1994): Sociology and Visual Representation.
Use of computers
Hesse-Biber and Leavy (2004) Approaches to Qualitative Research: A Reader on Theory and Practice (pp 535-545).
Triangulation
Bryman, (1988) Quantity and Quality in Social Research pp 27-156.