All 4 entries tagged Methodology

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September 02, 2015

Current thoughts on the structure and layout of the literature review


As has been mentioned in a previous post, a literature review is not an annotated bibliography nor is it some set of unconnected narratives, neither is it a part of the thesis that can be written in a single setting: it is an evolving, ever developing chapter of a thesis that needs to be kept up to date, which shall evidence a couple of key characteristics: that you have gone to great lengths to prove the need of your work, and that as a researcher you have been able to keep up to date. Remember to take notes of the ways that you have been keeping up to date with the latest research papers and reflect on these methods. As with all thesis chapters it is likely to stretch to several thousand words, probably over ten, perhaps twenty, thousand words depending on your research topic and discipline. Given that my thesis is based on a Social Science discipline, I’m expecting the literature review to be between fifteen and twenty thousand words; however, it’s important to remember that quality should always come before quantity. It’s alright to aim for ten thousand, twenty thousand, or whatever words you want but they must be meaningful.


Either way, the literature review commands an order of reasoned and elaborated discussion that enables logical orderings of discussion and development of argumentation, so that reasoning can be easily tracked with efficiency and convenience throughout the literature review. Although this shall take time to achieve, what will assist from the beginning is thinking about the structure of the literature review because setting a structure will assist in documenting the general areas that the literature review, and ultimately the entire thesis, shall cover. Every researcher will structure their literature review differently, so what is going to be detailed next is based on my own ideas and preferences.


I like to discuss theory first; practice second. What is practice without theory? Indeed, what is theory without practice? In my opinion (and not every person shall agree with this: that’s fine) practice without theory or a certain Philosophy is a directionless venture without any real aims or objectives and no desire to progress or move society (or anything else) forward. A theory less practice simply becomes nothing more than a mechanistic, automatic process void of dynamism and unpredictability that makes theory led practices that bit more exciting. Theory without practice (or experimentation) however becomes stagnant and unmovable, and theoretical work must be able to be moveable either through experimenting with a theory to prove or disprove various aspects, or to generate a new theory. Theory feeds into practice, and practice provides feedback to particular theories; theory and practice are separate fields, but are interconnected.


I am currently structuring the literature review to reflect my mode of thinking about the relationship between theory and practice. I am structuring it so that I discuss the philosophical and theoretical aspects of the research areas first, which involves detailing and critiquing each relevant philosophical perspective and theory and interconnecting them, then following this moving into the area of empirical literature: the “practice” aspect of research literature, if you want to view it that way. When I move into the empirical literature I shall then connect the empirical findings with philosophical and theoretical discussions: this is the “feeding back” that I talked about earlier. Constructing the literature review at this point does not prove or disprove the actual correctness of existing theories: I would be merely identifying philosophical and theoretical areas that have been appropriately covered and therefore begin to evidence the need to explore areas that have not been appropriately covered or areas that have not been considered at all with the existing theories and discussions. Of course, the reverse could also be true: you could use philosophical and theoretical discussions to identify problems with empirical findings. Or, sometimes you would not have to refer to any empirical literature in this manner in order to find out problems with existing philosophical and theoretical discussions.


It really is limitless and it really depends on your project and the way you structure your literature review. You need to do what works for you and what words for the research within the context that you choose to set it. Just make sure that you provide sound reasoning and sound argumentation on why you have structured the literature review the way that you have done, and make sure that everything reads logically.


May 28, 2015

Ontology, Epistemology, Methodology, Whatonology? Part C: why should Ph.D. researchers care?

On the way back to my beautiful home county of Cornwall after presenting at Warwick’s CES Third Interdisciplinary Postgraduate Conference, I continued to read literature on Mixed Methods methodology, which is the type of research methodology that I’m currently planning and designing for my Ph.D. project. Mixed Methods methodology, of which there are various types and various debates for and against, is simply a methodology that combines multiple methods of research to gain a more complete understanding of the phenomena being investigated. Literature on Mixed Methods is quite extensive and the debates and discussions, including from Ontological and Epistemological perspectives, are immense and it shall be difficult for any Ph.D. researcher to be able to identify a general consensus from literature as to the correct approach and correct perspective to take with mixed methods methodology. The best that I personally can do as part of the development of the mixed methods methodology is to develop a full understanding of the different discussions and debates surrounding the methodology and use these discussions and debates as a basis to form my own arguments for using mixed methods methodology, a certain kind of such a methodology, within the context of my research, and why it’s most appropriate for the phenomena being investigated. That in itself shall probably take up eighty thousand words of the thesis nevermind anything else!


My supervisor commented that he doesn’t agree with literature being categorised or polarised within qualitative and quantitative paradigms of research, and also recently among the plethora of literature read on the way back from Warwick, I came across discussions that were divided as to the need and emphasis of articulating ontological and epistemological perspectives within research. This I found very interesting, because in a lot of research methodological textbooks there is a clear emphasis on the need for such discussions and considerations to take place, particularly within a Ph.D. thesis. It just goes to show that not everything is black or white.


So given all that, should the Ph.D. researcher be involved with and concerned with ontological and epistemological perspectives of reality and the way in which these have influenced the design and application of their methodology? I’m going to say yes, whilst acknowledging that this is not a black or white argument.


It is not a black or white argument because there really is no right or wrong answer. Just because a Ph.D. researcher has adopted a Positivist Ontology it doesn’t make that researcher anymore correct, or incorrect, than a Ph.D. researcher who adopts an Interpretivist Ontology. Similarly, a Ph.D. researcher who adopts a single methodology, either qualitative or quantitative, is no more right or wrong in their approach than a person who adopts a mixed methods methodology.


What’s most important is that whichever methodological, epistemological, and so on, perspectives are selected that they are able to contribute effectively towards answering the research questions and be compatible with the phenomena being investigated. What is also very important, I argue, is that a Ph.D. researcher is able to effectively and convincingly argue that their Epistemological, Ontological, and Methodological approaches are suitable; essentially, each Ph.D. researcher must be able to select a particular positioning, and develop and present convincing arguments as to why their perspectives are the most appropriate for the context of their research and phenomena being investigated. Why is this? Because, despite what some literature says, there is a connection between Ontology, Epistemology, and Methodology; that there is connection between these considerations, the context being explored, and the phenomena being investigated. When you, as an example, explore the differences between the Sciences and Social Sciences, it is plainly obvious that both context differ, and both contexts carry different Ontological and Epistemological assumptions and perspectives, and therefore influencing methodological concerns and considerations.


My own arguments that argue for the positions that I’m currently positioning myself in are in the developmental stage and they will be in development for quite some time as I explore all these debates and discussions among the other work as part of the Ph.D. that I am currently involved with. I find it all an exciting challenge, and it’s something that is extremely intellectually stimulating and satisfying; therefore the reasons of an intellectual challenge and intellectual stimulation should further encourage Ph.D. researchers to become fully engaged and involved with their own Philosophical and Epistemological perspectives and developing arguments for these perspectives through engaging with debate and discussions both within literature and through online discussions and conferences with other researchers.


Go explore: be stimulated, be inspired, be challenged, and have fun doing so!


May 17, 2015

Ontology, Epistemology, Methodology, Whatonology? Part B: the terms

Brief introduction to Ontology


Reality is an important consideration for all researchers including Ph.D researchers, and considerations include the way that reality is perceived, in what way they interact with reality, and what way they act and behave within reality. Is there such a thing as an objective reality, where concepts, behaviours, actions and interactions of reality are common across different populations? Or reality could more likely be subjective, where reality is defined as unique for each individual person; where concepts, behaviours, actions and interactions of reality cannot be generalised across different people and populations. Questions that cover the existence, purpose, interactions with and behaviours within reality are a part of Ontology: the study of reality, of the relationship between researcher and reality, and the relationship between researcher and that being researched or, if you want, the relationship between the observer and that which is being observed. Ph.D. researchers usually have an ontological perspective of reality, they just are not usually aware of their position or do not really understand it until they are in a position where they think about it.

There are two main types of ontology: realism and idealism. Researchers who view the world through a realist perspective view reality as fixed and unchanging, and can therefore explore reality using methods that reduce reality into measurable elements such as variables. Researchers who view the world through an idealism perspective view reality as complex and intricate, containing answers that are not easy to search and locate. Realism considers research findings as generalizable whereas idealism view research findings as more contextual and specific.


Brief introduction to Epistemology

Epistemology is the study of knowledge, of its components, of its sources, and of its origins, and is important for researchers because epistemology is also the study of the way in which knowledge of reality is investigated and understood. The main types of epistemological views of reality are positivism, or postpositivism in Social Sciences, and interpretivism. Interpretivist researchers interpret the actions and events of reality in a way that is usually subjective and unique relative to their personal framework of experiences and perceptions of that event or action. Therefore, interpretivist researchers construct knowledge of reality inside their minds as a result of their subjectivity, and is usually different for each interpretivist researcher. The essential difference with positivitism and related perspectives is that knowledge does not need to be constructed and is therefore readily available to access and be discovered by the researcher. Using a positivist approach, a researcher’s framework of experiences and perspectives of an event does not need to be considered, because knowledge of that event exists regardless of any experience or perspectives.


Brief introduction to Methodology

Ontology and epistemology together explains the way in which a researcher perceives reality, with the former being relative to the relationship between the researcher and reality, and the latter relative to the relationship between a researcher and the way in which they perceive knowledge of reality. Methodology explains the way that knowledge of reality is explored and investigated in order to assist with answering research questions. It is at the methodological level where methods of investigating knowledge is defined, and as can be guessed the selection of methods is influenced by the selected epistemological and ontological perspectives.

There are a couple of general types of methodologies: quantitative and qualitative, each of which contains a large variety of different research methods that explore reality and knowledge of reality in particular ways. Quantitative methodologies involve exploring reality commonly through using experimental and quasi-experimental research designs; qualitative methodologies involve exploring reality and knowledge of reality through very open methods that contain no experimentation or manipulation of reality: case study, phenomenology, interviews, focus groups and observation are examples of qualitative methodologies.


General thoughts

As was said in Part A of this series, although each of these methods are part of a wider umbrella of definitions, all of these methods within each umbrella explore reality and questions of reality slightly differently. As an example, although interviews and focus groups are similar in that they are qualitative investigations of reality, they are different in that they used for different purposes: interviews in terms of obtaining specific views and insights from specific people; focus groups in exploring a particular phenomenon identified among a group of specific individuals.

A key central point to selecting the correct method, therefore, is not only understanding your own ontological and epistemological perspectives of reality, but also fully understanding the research questions that you want to answer in your research project. This shall be covered more in a separate blog posts, at a later time. 


Ontology, Epistemology, Methodology, Whatonology? Part A: Reality itself


When you are asked questions along the lines of, “what is reality? What does reality mean to you?” What kind of images of reality comes to you? What is your idea of reality? For some people, reality is getting the children ready for school before a certain time whilst rushing about trying get themselves ready for work, getting the children belted up in the car and rushing them off to school before travelling to the place of work. It must be realised however that all those with children are not in the same reality, so to speak, as others, as there are married couples with children, single parents, parents dealing with an assortment of behavioural, emotional and psychological problems, and their work context might differ: they might work at home, they might not currently have a job, and so on. It can be taken that whilst each of these scenarios have the common feature of people having children, the way that people interact with reality and perceive reality is different, and one of the biggest challenges facing any society is being able to understand that reality is not the same for each person.


Reality therefore is something that we interact with on a daily occurrence. We might have a sense of reality, but do we really think about it to any great lengths or great extents? Reality itself and interactions with reality needs to be considered greatly among Ph.D. researchers and researchers in general, simply because whatever way a researcher perceives reality influences their interactions with and behaviours within reality and therefore can influence greatly the type of research, and the methods used within their research, that is used to understand the reality that they perceive. This can get even more complicated when you abstract from this and start realising that objective reality is perhaps an illusion as each person, each researcher, could perceive reality a little differently and those who share the same perspective of reality could investigate that perspective of reality a little differently.


You then start really asking the questions about what method or methods of investigating reality really brings out the true and correct knowledge about reality, made even more complicated by the fact that knowledge itself can be perceived in many different ways, therefore making it impossible to really decide for sure. But should there be a right or wrong method? Why would a researcher perceive a particular method as a poor method just because they perceive reality and knowledge a little differently from researchers who find that method effective? What is knowledge? What does it consist of? Where does knowledge come from? Is there such a thing as objective knowledge and objective reality? What does it all mean and why is it so important for Ph.D. researchers to consider carefully?


All these questions, and more, must be considered carefully by any researcher. Welcome to Ontology, Epistemology and Methodology!


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