Module 23

Qualitative & Mixed Methods

Beyond numbers: understanding meaning and context

Research Paradigms

  • 01

    Qualitative Research

    Understanding meaning, context, and lived experience

  • 02

    Quantitative Research

    Measuring variables and testing hypotheses

  • 03

    Mixed Methods

    Combining both approaches strategically

  • 04

    Research Design

    Matching methods to research questions

01

Research Paradigms

Quantitative vs Qualitative

Quantitative
📊 Numbers & statistics
🎯 Tests hypotheses
📏 Measures variables
🔢 Large samples
📈 Generalizable results
🧪 Objective, controlled
Qualitative
📝 Words & meanings
🔍 Explores phenomena
🗣️ Captures experiences
👥 Small, purposeful samples
🎨 Rich, detailed findings
🤝 Subjective, contextual

Quantitative research measures 'how much' or 'how many' and tests predetermined hypotheses. Qualitative research explores 'how' and 'why,' seeking to understand meaning, context, and lived experience. Neither is superior—they answer different types of questions.

Philosophical Foundations

Positivism
• Single objective reality
• Knowledge through observation
• Researcher is detached
• Values objectivity
• Seeks laws and predictions
Interpretivism
• Multiple constructed realities
• Knowledge through meaning
• Researcher is participant
• Values authenticity
• Seeks understanding
Critical Theory
• Reality shaped by power
• Knowledge is political
• Research for change
• Values emancipation
• Seeks transformation
Pragmatism
• Reality is what works
• Knowledge through action
• Mixed methods welcome
• Values usefulness
• Seeks practical solutions

Research paradigms reflect different beliefs about reality (ontology) and knowledge (epistemology). Positivists seek objective truth; interpretivists construct meaning; critical theorists challenge power; pragmatists focus on what works. Your paradigm shapes your methods.

Choosing Your Approach

Use Quantitative When:
• Testing a hypothesis or theory
• Measuring relationships between variables
• Comparing groups or conditions
• Generalizing to a population
• Need statistical evidence
• Evaluating intervention effectiveness
Use Qualitative When:
• Exploring a new phenomenon
• Understanding 'how' and 'why'
• Capturing lived experience
• Studying complex social processes
• Need rich, detailed data
• Building theory from data
Use Mixed Methods When:
• Need both breadth and depth
• Explaining quantitative results
• Developing and testing instruments
• Triangulating findings
• Addressing complex problems

The research question should drive method choice. 'Does X affect Y?' calls for quantitative. 'How do people experience X?' calls for qualitative. 'Does X affect Y and how do people experience it?' calls for mixed methods.

02

Qualitative Data Collection

In-Depth Interviews

📋
Structured
Fixed questions, same order
🗣️
Semi-structured
Guide + flexibility
💬
Unstructured
Conversation-like
Good Interview Questions:
✓ "Tell me about your experience with..."
✓ "How did that make you feel?"
✓ "What happened next?"
✗ "Don't you think that..." (leading)
✗ "Was it good or bad?" (binary)

Interviews are conversations with purpose. Semi-structured interviews are most common: you have a guide but can probe deeper. Ask open-ended questions, listen actively, and follow interesting threads. Typically 30-90 minutes, recorded and transcribed.

Group Discussions

Mod
Advantages
• Group dynamics
• Efficient data collection
• Sparks new ideas
• Social validation
Challenges
• Dominant voices
• Conformity pressure
• Sensitive topics hard
• Harder to analyze

Focus groups bring 6-10 participants together to discuss a topic. A skilled moderator guides discussion while encouraging interaction between participants. Great for exploring shared experiences and social norms. Not suitable for sensitive personal topics.

Ethnographic Methods

Complete Observer
👁️
No participation
→
Observer-Participant
👁️‍🗨️
Mainly observes
→
Participant-Observer
🤝
Mainly participates
→
Complete Participant
👤
Full immersion
Field Notes Include:
• Descriptive notes (what happened)
• Reflective notes (your thoughts)
• Methodological notes (process)
• Theoretical notes (emerging ideas)

Observation ranges from detached watching to full immersion. Ethnography involves prolonged engagement in a setting, documenting practices, rituals, and meanings. Write detailed field notes during or immediately after observation. Consider your role's impact on what you observe.

Document & Text Analysis

📄
Official Documents
Policies, reports, minutes
📰
Media
News, social media, ads
📔
Personal
Diaries, letters, photos
Critical Questions:
• Who created this? For whom?
• What purpose does it serve?
• What's included/excluded?
• What context shaped it?

Documents provide unobtrusive data—they exist independent of your research. Analyze official documents, media, websites, social media, personal writings, or visual materials. Always consider authorship, audience, purpose, and context. Documents reflect their creators' perspectives.

03

Coding & Analysis

Interactive Coding Exercise

Interactive Data Explorer
Click a number to remove it
Count0

Coding is like tagging—you assign labels (codes) to chunks of data that represent key concepts. Start by reading your data multiple times. Then identify meaningful segments and give them short descriptive labels. Group similar codes into broader themes. This 'Try It' widget lets you practice tracking your codes—add each code you identify!

The Coding Process

1. Open Coding
Read data line-by-line, create initial codes. Stay close to participants' words. Be open to anything.
↓
2. Axial Coding
Group codes into categories. Look for relationships. Start building hierarchy.
↓
3. Selective Coding
Identify core category/theme. Integrate all categories around it. Develop theory.

Coding is iterative: you'll revisit and revise codes many times. Open coding breaks data into discrete parts. Axial coding puts them back together in new ways. Selective coding integrates everything around a central theme. Use constant comparison—always comparing new data to existing codes.

Types of Codes

Descriptive Codes
What is this about?
"career change," "family support"
In Vivo Codes
Participant's exact words
"hitting rock bottom"
Process Codes
Actions and sequences
"adapting," "negotiating"
Emotion Codes
Feelings expressed
"frustrated," "hopeful"
Values Codes
Beliefs and attitudes
"independence valued"
Pattern Codes
Higher-level themes
"identity transformation"

Different code types serve different purposes. Descriptive codes summarize topics. In vivo codes preserve participants' language. Process codes capture actions (-ing words). Emotion codes flag feelings. Values codes identify beliefs. Pattern codes are meta-codes that group lower-level codes.

Thematic Analysis

Braun & Clarke's 6 Phases
1 Familiarize with data
2 Generate initial codes
3 Search for themes
4 Review themes
5 Define & name themes
6 Write up
Theme ≠ Code. A theme captures something important about the data in relation to your research question. It has a central concept and tells a story.

Thematic analysis is a flexible method for identifying patterns (themes) in qualitative data. It's accessible for beginners yet rigorous when done well. Themes should be distinct, coherent, and meaningful. Each theme needs a clear name, definition, and supporting quotes.

04

Quality & Rigor

Lincoln & Guba's Criteria

Credibility
≈ Internal validity
Are findings believable?
• Prolonged engagement
• Triangulation
• Member checking
• Peer debriefing
Transferability
≈ External validity
Can findings apply elsewhere?
• Thick description
• Detailed context
• Reader judges fit
Dependability
≈ Reliability
Is process consistent?
• Audit trail
• Document decisions
• External audit
Confirmability
≈ Objectivity
Are findings grounded in data?
• Reflexivity
• Show your work
• Negative cases

Trustworthiness is the qualitative equivalent of validity and reliability. Credibility asks: do findings reflect reality? Transferability asks: do they apply elsewhere? Dependability asks: is the process consistent? Confirmability asks: are conclusions grounded in data, not bias?

Multiple Sources of Evidence

MethodSourceTheoryFinding
Data
Multiple sources
Method
Different approaches
Investigator
Multiple researchers
Theory
Different lenses

Triangulation uses multiple perspectives to strengthen findings. Data triangulation uses different sources (interviews + documents). Method triangulation uses different approaches (interviews + observation). Investigator triangulation involves multiple researchers. Theory triangulation applies different theoretical lenses.

Researcher Positionality

"Who am I in relation to this research?"
Personal: Background, identity, experiences, values
Professional: Training, theoretical orientation, expertise
Positional: Insider/outsider status, power dynamics
Political: Motivations, agendas, stakeholders
Keep a reflexive journal: Document your assumptions, reactions, decisions, and how your perspective evolves. This isn't navel-gazing—it's methodological rigor.

Reflexivity means examining how your background, assumptions, and position shape your research. You can't eliminate bias, but you can be transparent about it. A reflexive journal documents your evolving perspective. Include a positionality statement in your write-up.

Participant Validation

👤
Researcher
Interpretation
⟷
👥
Participants
Verification
What to check:
• Transcripts for accuracy
• Individual interpretations
• Emerging themes
• Final findings
Note: Disagreement isn't failure—it may reveal power dynamics or different perspectives worth exploring.

Member checking returns findings to participants for verification. It respects participants as knowers, not just sources. But be strategic: participants may not recognize patterns across multiple interviews, and they might disagree for various reasons. Consider their feedback but maintain your analytical authority.

05

Mixed Methods Designs

Rationale for Mixed Methods

Complementarity
Qual + Quant illuminate different facets
Development
One method informs another
Expansion
Extend breadth and range
Triangulation
Corroborate findings
Initiation
Discover contradictions and new perspectives

Mixed methods aren't just 'qual + quant'—they integrate both strategically. Greene's purposes: Triangulation seeks convergence; Complementarity sees different facets; Development uses one to inform another; Initiation discovers contradictions; Expansion extends range. Know WHY you're mixing.

Common Mixed Methods Designs

Explanatory Sequential
QUANT
→
qual
→
Interpret
Qual explains quant results
Exploratory Sequential
QUAL
→
quant
→
Interpret
Qual develops quant instrument
Convergent Parallel
QUANT
QUAL
→
Compare &
Merge
→
Interpret
Collected simultaneously, merged

Sequential designs run one phase then another. Explanatory: quant first, qual explains results. Exploratory: qual first, develops quant measures. Convergent: both simultaneously, then merged. Notation: CAPS = priority; lowercase = secondary; → = sequential; + = concurrent.

Integrating Qual & Quant

Points of Integration
Design level
How studies connect
Methods level
Sampling, data collection
Interpretation level
Comparing findings
Reporting level
Joint display tables
Joint Display Example
Quant FindingQual FindingMeta-inference
65% reported stress"Overwhelming pressure"Stress is pervasive & intense

Integration is the heart of mixed methods—without it, you just have two separate studies. Joint displays visually merge qual and quant findings. Create matrices showing how findings converge, complement, or contradict. Meta-inferences draw conclusions across both strands.

Mixed Methods Challenges

Paradigm Wars
Can you mix incompatible philosophies?
Resources
Time, expertise, funding for both
Team Skills
Few are expert in both methods
True Integration
Easy to just run parallel studies
Solution: Pragmatism sidesteps paradigm debates. Focus on what works for your research question. Build a team with complementary skills.

Mixed methods face legitimate challenges. The 'paradigm wars' questioned whether positivist and interpretivist approaches can coexist. Pragmatism offers a way forward by focusing on practical usefulness. But mixed methods require expertise in both traditions and careful planning for true integration.

06

Reporting Qualitative Research

Writing Up Qualitative Research

Typical Structure
1Introduction: Research question, significance, context
2Literature: Theoretical framework, positioning
3Methods: Design, sampling, data collection, analysis
4Findings: Themes with evidence (quotes)
5Discussion: Interpretation, theory, implications
6Reflexivity: Positionality statement

Qualitative write-ups are more narrative than quantitative reports. The methods section needs detail: how you recruited, collected data, and analyzed. Findings present themes with rich quotes as evidence. Discussion interprets meaning and connects to theory. Include reflexivity throughout or as a separate section.

Using Quotations Effectively

Good Quote Usage
Participants described the transition as disorienting: "It felt like the ground shifted under me. Everything I knew was suddenly wrong." (P7)
✓ Interpretation first, then evidence
Weak Quote Usage
P7 said: "It felt like the ground shifted under me. Everything I knew was suddenly wrong."
✗ Quote without interpretation—what's the point?

Quotes are evidence, not decoration. Always interpret before or after quoting. Use quotes that are vivid, representative, and specific. Vary quote length: short phrases can be embedded; longer quotes deserve block format. Include participant identifiers (pseudonyms or codes). Don't over-quote—your analysis should dominate.

Reporting Guidelines

COREQ Checklist (32 items)
Research Team
• Credentials
• Occupation
• Experience/training
• Relationship to participants
Study Design
• Theoretical framework
• Sampling strategy
• Data collection
• Data saturation
Analysis
• Coding approach
• Software used
• Participant checking
• Quotes presented
Also see: SRQR (21 items), RATS checklist

COREQ (Consolidated Criteria for Reporting Qualitative Research) provides a 32-item checklist covering research team, study design, and analysis. Many journals require COREQ compliance. It ensures you report essential methodological details readers need to evaluate your work.

Ethical Considerations

Confidentiality
Use pseudonyms; remove identifying details; secure data storage
Informed Consent
Ongoing process, not just a form; right to withdraw
Power Dynamics
Researcher-participant relationship; vulnerable populations
Representation
Fair portrayal; member checking; whose voice is heard?
Qualitative-specific: Rich quotes may be identifiable even with pseudonyms. Consider composite characters or altered details when anonymity is crucial.

Qualitative research raises unique ethical issues. Rich descriptions may enable identification despite pseudonyms. Informed consent is ongoing—participants may reveal more than intended. Power dynamics between researcher and participants require reflexive attention. Always consider: whose interests does this research serve?

?

Test Your Understanding

Test your understanding • Passing score: 70%

0 of 8 answered
Q1 undefined

A researcher wants to understand how first-generation college students experience imposter syndrome. Which approach is most appropriate?

Explanation: The question asks about 'experience'—understanding meaning and lived reality. This calls for qualitative methods like in-depth interviews that can capture the richness and complexity of imposter syndrome from students' perspectives.
Q2 undefined

In thematic analysis, what distinguishes a 'theme' from a 'code'?

Explanation: Codes are labels applied to data segments. Themes are higher-level patterns that emerge from grouping codes—they capture something meaningful about the data and make an interpretive claim. A theme has a central concept and tells a story.
Q3 undefined

Which is NOT one of Lincoln and Guba's criteria for trustworthiness?

Explanation: Lincoln and Guba proposed credibility, transferability, dependability, and confirmability as qualitative parallels to validity and reliability. 'Reliability' is a quantitative concept; 'dependability' is its qualitative equivalent.
Q4 undefined

In an explanatory sequential mixed methods design, what is the sequence?

Explanation: Explanatory sequential: QUANT → qual. Quantitative data is collected first, then qualitative data is collected to EXPLAIN the quantitative results. For example, a survey finds a surprising result, then interviews explore why.
Q5 undefined

What is 'member checking' in qualitative research?

Explanation: Member checking involves returning your interpretations or findings to participants to verify accuracy and resonance. It's a credibility strategy that respects participants as knowledgeable about their own experience.
Q6 undefined

Which philosophical stance is most associated with mixed methods research?

Explanation: Pragmatism sidesteps paradigm debates by focusing on 'what works' for answering research questions. It allows researchers to use whatever methods are most appropriate without committing to a single ontological or epistemological position.
Q7 undefined

A researcher notices that their own background as a healthcare professional shapes how they interpret patient interviews. This awareness is called:

Explanation: Reflexivity is the practice of examining how your background, assumptions, and position shape your research. It's not about eliminating bias (impossible) but being transparent about your perspective and its potential influence.
Q8 undefined

What is the primary purpose of 'thick description' in qualitative research?

Explanation: Thick description (Geertz) provides rich contextual detail that allows readers to judge whether findings might apply to their own contexts. Since qualitative research doesn't claim statistical generalizability, thick description enables 'naturalistic generalization' by the reader.

Quiz Results

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