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September 13, 2017

Phenomenology: what is it, and what are its possibilities for my Research?

Phenomenology has been defined as both a philosophical perspective and as a basis for various research programs and methodologies. My current understanding and interest of Phenomenology leads me to focussing on it as a philosophical movement as founded and discussed by the famous philosopher Edmund Husserl. Whilst I am sure that a phenomenological ontology can lead to a phenomenological research design it is not my intention to carry out a phenomenological study. Therefore, discussions of phenomenology as a research methodology are not relevant for this blog. At least, not at this time. My understanding of Phenomenology is continuous, therefore this blog post represents a snapshot of what phenomenology is.

What is Phenomenology?


There are many definitions of Phenomenology, but I shall focus this discussion on the definitions of it by its founder Edmund Husserl, who originally discussed phenomenology within the context of realism. It is the study of phenomena, the ways in which we experience phenomena, and what the structures of these experiences are, all from a first-person perspective. It can be suggested that phenomenology also includes the study of the relationship between phenomena, experience, and experiential structures in relation to that phenomena being experienced. Experiential structures is considered a main focus of Phenomenology, and various structures have been defined including intentionality, consciousness (of objects), perception, self-awareness, and consciousness of the self and others.


Phenomenology offers descriptive accounts of experiences with little or no concern with causes or explanations of these experiences. This is because, according some writer suggestions, causes and explanations are concepts situated exclusively within the natural sciences and not contexts appropriate to phenomenology, notably social sciences and qualitative contexts. However, this is a subject of much debate, with writers and researchers arguing for and against the adoption of causal and explanatory accounts within social sciences. On a personal note, I have the belief that causes and explanations can be play a role in understanding social reality and social phenomena from a qualitative perspective, particularly theoretical development projects that uses grounded theory as the methodology. Although my research does not use grounded theory to discover and explain causes, grounded theory is used to develop a theory that provides non-causal explanations and understandings of specific learning phenomena


Phenomenology suggests that experience always involves some sort of object of reality. We cannot experience something without having an object of experience, therefore we cannot have an experience ‘about’ something or an experience ‘with’ something. It has to be an experience ‘of’ something. The Oxford English Dictionary suggests that the word ‘of’ defines a point of orientation, and hence when we experience something there has to be an object of that experience that exists and that we can experience. Before experiencing an object however, we must be consciously aware of that object’s existence and therefore, I find it difficult to agree with the notion of separating and isolating fully an object’s existence and the experience that it provides. How can something be experienced if you have not considered the existence of that something? This, I am coming to know, is not an easy question to answer in the social world because in the social world, what comes to existence is a result of interactions between people. More specifically, certain types of interactions bring about the existence of certain social objects.


Going deeper there is a question (of many): if interactions bring about the existence of certain objects, is it the process of interaction itself that brings social objects into existence or is it that the participants of that interaction are consciously aware of its existence? This leads to another question: can we be consciously aware of the existence or, perhaps better to suggest, the possibility of existence of social objects before engaging with interactions? We could, based on our reflections of previous interactions, but here we are thinking abstractly or theoretically and therefore, we cannot call abstracts an experience. This is because we would be thinking ‘about’ something, not thinking ‘of’ or experiencing ‘of’ something, or be conscious ‘of’ something. We would simply be thinking or being conscious about the possibilities and not experiencing the actualities, as far as I can currently understand. To be conscious we must be conscious of something, and therefore when we say that we are consciously aware we are effectively stating that we are consciously aware of a particular object.


This is just a snapshot of my current and ever developing thinking of the idea of consciousness and its relationship with awareness, experience, objects and existence. It’s a huge subject!


The Possibility of Phenomenology in my Research


A typical phenomenological project involves exploring the way in which participants experience the phenomena, with relevant data of such experiences collected most commonly using interviews. This is not what I am thinking about though. What I am thinking about is using phenomenology as a mode of introspection, self-analysis and self-reflection, which is a part of being conscious of who we are as Ph.D. researchers and therefore is a fundamental part of the Ph.D. experience. The Ph.D. and each example of a Ph.D. experience such as writing a journal paper, writing the thesis, attending a conference, attending specific presentations, setting up a seminar, etc., could all be explored phenomenologically.


When I read through some of the transcripts that I have collected, I observe things. I observe happenings, events, actions and possibilities that the participants appear not to have been able to perceive or realise. I can view beyond what the transcripts are telling me. I can hypothesise and theorise about what is happening, and what might happen in the future within similar situations in other transcripts. Using Grounded Theory, I can test and evaluate these hypotheses and develop them as part of the theory if necessary. But why? Why am I able to perceive social objects resulting from certain interactions but the participants were not able to perceive them? Do social objects that I perceive or become consciously aware of exists in reality at the time of perceiving or being aware of their existence, or possible existence? If not, then how can I perceive what exists and is there a need to hypothesise their existence and test against similar conditions and situations using grounded theory? How does this compare to what is perceived by the participants? How can I claim to know that what I perceive is real? What is the nature of my own awareness as a researcher?

More questions: What is the nature of existence of social objects? Do these objects really exist? How do these objects come into being within social interactions? Does existence entail perception? What about awareness? Do we have to become aware of something in order to perceive a social object as being real? What if our perceptions are fallible and that what is perceived to exist does not really exist? How can I tell that what I perceive is real, and, how can I tell that the way that I perceive is just and sound? What if I am able to be aware of the existence or occurrence of a social object but the research participants did not become aware of such? Would that mean there is an issue with my own awareness or their awareness? These are just some of the questions that I am now asking myself with regards to the occurrences / existence of social objects within a social reality. This is important because how can we say that something exists if we are just perceiving it? How can we know that what we perceive really exists and what gives us any justification to claim that something exists?


So many questions! Essentially, I am interested in investigating and exploring my own consciousness and awareness, and the ways in which these affect the experiences that I have and what I can perceive that others do not, and perhaps try to reason out why. This is, obviously, an ongoing process!


September 11, 2017

Ontological Beliefs: The Journey So Far, Part C

The problem I had with critical realism was, to maximise the potential of critical realism, I had to use multiple data collection sources and ideally access to the beliefs and thoughts of the participants. The more I thought about the implications of the context of my research (e.g., I had no access to participant beliefs and perspectives, and they were not required to complete the core aim of the research), the more I realised that this was too risky an option to take. I doubted that I would be able to complete the Ph.D. or make a quality Ph.D. with critical realism, given the new awareness of the research context. Other reasons why critical realism would no longer work include its stratification of reality (reality split in multiple layers termed the real, the empirical, and the actual: read tutorials on critical realism if you are interested in knowing these further) and its emphasis on locating causal mechanisms. Causal mechanisms are multiple, unobservable objects that are theorised to have produced an observation or an event. Whilst applying critical realism to my own beliefs and context it was decided that there was no way I could identify causal mechanisms in the way that critical realism prescribes them. And, besides, the research is based on increasing understanding of the process of a particular learning encounter as well as explaining the way in which this process evolves over time and hence, evaluate its quality. I simply cannot find a way in which causal mechanisms can play a part in this and, also, the data collection methods used simply do not provide the appropriate data to identify causal mechanisms. I had to change tactics.


After reading many papers I came across Michael Hammersley’s ‘Subtle Realism.’ This aligns perfectly with my ontological beliefs: that there is a reality and objects of reality that exists independently of our conceptions of them, but that we shall never fully attain the truth of reality. The best that can be achieved is to edge closer towards truth through critically evaluating our conceptions and reformulating our conceptions of reality. Subtle Realism I have found works well in terms of framing my understanding of the nature and structure of social reality, and the way in which social reality behaves in certain learning contexts.


But the more I read about social ontology and social reality, which refers to social interactions and their nature, the more I became aware of something else that I was doing incorrectly. Perhaps not actually incorrectly, but in a particular way that could be enhanced (how can I assume that I was incorrect at the time if I cannot assume with absolute certainty that I am correct now, etc.)


Objects of the social world differs to that of the natural world. In the natural world objects such as trees, mountains, rivers and weather systems exist outside of our conceptions of them. We do not need to conceive, perceive or become aware of these objects in order for them to exist in reality: they exist regardless of whether or not we have any knowledge of them. In the social world, this is different, and after a while of trying to develop arguments about the existence of social objects I have come to the following couple of key questions: does our consciousness play an important part in the existence of social objects? If we are not consciously aware of the existence of a social object at a particular time during an interaction, does that social object have any existence?


I didn’t think about the role of consciousness before because I was too focussed on the social objects themselves detached from our consciousness. But as I have thought about some of the data that I have collected I was beginning to perceive the existence of social objects that the participants had not perceived. I also noticed differing perceptions among participants: some could perceive certain events whilst others did not, and it is interesting to think about why this might be the case and to test any hypothesis that might be developed. I have many questions, some of which were presented as part of a post yesterday, and ideas forming about the role of consciousness and is therefore a current and ongoing task.


What I do know or am coming to know (and I appreciate that I might not be completely correct at this time, or at any other time) is that subtle realism does not appear to address the role of consciousness with regards to the existence of social objects. But I think with some workarounds it can be used to represent or contribute towards understanding the role of consciousness. I am unsure at this time if subtle realism can be worked around to accommodate consciousness, but upon a search of literature I have found possibilities but have yet to read through these papers to gain a full understanding of what might be possible.


What is known, however, is that I am finding myself returning to a perspective I once dismissed as being irrelevant but now coming to know that it might actually be relevant for my philosophical conceptions, and that is Phenomenology. It might be relevant because phenomenology is the study of the nature and structure of our consciousness including perceptions and awareness.


Reexploring Phenomenology and its possible relevance to my research is another continuous and ongoing task, and shall be the subject of a blog post coming at a later time!


Ontological Beliefs: The Journey So Far, Part B

As a research philosophy, Constructivism emphasises an active relationship between researcher and participant. This is to mean that the researcher co-constructs, negotiates and validates meaning and knowledge with the participants. Truth, meaning, knowledge, understanding and our knowing about the phenomenon of interest is not discovered or interpreted, but is constructed or developed. Therefore, constructivism suggests that there are multiple truths and that no single truth is more valid than the other truths. For various reasons, I was beginning to experience problems with this conception of understanding the phenomenon of interest. Firstly, because I have no actual involvement with any of the participants, therefore, there is no co-construction occurring between myself and the participants. Secondly, because the intention is to contribute to classroom practice it is impossible to conceive of multiple truths. Products that are developed for practice-based disciplines cannot function on the idea of multiple truths, because you cannot have, for example, two models that evaluate the same aspects of critical thinking. One model has to be viewed as being more true to the reality of critical thinking, based on some criteria set, than the other. You can have, however, two models that evaluates different aspects of critical thinking, but not same aspects.


Once I realised this, I realised that I was conflating truth, meaning, understanding and knowledge in terms of the way in which we come to understand each of these terms in our research contexts. They had to be treated separately and differently to the way I was conceiving them. But in what way? Where could I possibly begin? What on Earth does it mean to have single truth and in what way can I come to understand what this truth is? I came to understand that my philosophical beliefs of the time were not compatible with the research context. I could not possibly continue with a constructivist philosophy given my new awareness of the research context and given the nature of a practice-based discipline. And then, I came to know the philosophical concept of ontology, and I realised my mistake: I was conflating ontology and epistemology. I was treating knowledge that we have of reality as mirroring reality itself. I came to know ontology as a separate study unit in itself, so I embarked on separating epistemology and ontology, and studied them further. I shall discuss the journey of epistemology another time.


Now that I separated ontology and epistemology I could focus on understanding my own beliefs of the nature and structure of reality itself. Remember that ontological beliefs refer to our beliefs about the nature and structure of reality, and epistemological beliefs refer to our beliefs about attaining knowledge about this reality. As I read papers and book chapters of ontological books, I came to understand that I didn’t perceive reality as internal within our minds, but that there is a reality external to our minds. In other words, that there is a reality independent of our knowledge and conceptions of it. This was actually a revelation, and not something that I expected. However, now was the time to find out where my developing beliefs could be situated within the existing ontological frameworks and beliefs.


As I reflect on this point in my journey, I remember that I still had that behaviour of trying to pigeon hole my beliefs or fit my beliefs into a pre-existing set of ideals and frameworks. Why was this? I think it was initially more to do with convenience because I was trying to understand the existing frameworks that are available to possibly evaluate and critique them whilst attempting to apply them to my own set of beliefs. With the awareness and understanding I have now, I find it neigh-on impossible to situate my beliefs within any single existing framework. But at the time I just wanted a better understanding.


After reading widely around the topic of philosophy I came across the notion of realism, and this supports the idea that there is a reality out there independent of our conceptions of it. But what version? There are many versions available and it took me a while to align myself with the correct ontology, or what I thought was the correct and relevant ontology. I did settle on critical realism for a fair while due to my research methodological approach of mixed methods. But I came across problems in the mixed methods approach and, therefore, critical realism.


I had to question and really contemplate my ideas about reality, as discussed in Part C!


Ontological Beliefs: The Journey So Far, Part A

I am hoping that I have made clear the importance and value of understanding your own ontological beliefs so far in writing this blog. This is not to suggest that you should know everything about ontology as this would be a pretty impossible task unless you were doing a Ph.D. specifically in dealing with ontological issues. But, I do feel that it is important to engage with ontological issues in the context of your research, in terms of attempting to understand your own ontological beliefs, to situate these beliefs within the wider published field of ontology, and the way in which your ontological beliefs shape your overall research design. For me, this has been a long journey of twists, turns, introspection, doubting, experimenting and challenging my own ideas. And, this is a journey that is still unfolding itself!


The changes that have occurred with my ontological (and epistemological) beliefs over the years lead to the following question: is it that we actively construct and alter our beliefs of reality? Or is it that we simply become more aware of the complexity of reality itself and of our beliefs about this reality? There are no easy answers to these questions, but it is the role of a Ph.D. candidate to explore their own beliefs, and to situate them within the wider published frameworks and theories. I originally thought of this as straight forward, but really, it isn’t, despite the way in which some academic textbooks attempt to portray it as straightforward. Situating beliefs and trying to find where they fit within the wider literature can depend on the research problem, the research context, and the overall, general discipline within which a researcher is situated. But even then, research problems and research contexts can be philosophised in several ways, and can therefore be explored using a variety of different approaches sometimes in combination.


When I first began the Ph.D. I was convinced that I was a constructivist. I conceived reality and knowledge of reality as a personally constructed entity with no real objective existence. Therefore, I had the idea at the time that everyone constructed their own truths and it was the job of the constructivist to find out the way that people perceived the truth of certain aspects of reality based on their experience. My preference towards constructivism was driven by my favourable position towards constructivism as a teaching and learning theory. However, as I found out fairly quickly into the Ph.D., constructivism as a teaching and learning theory is completely different to its philosophical orientation.


The idea of constructivism as a teaching and learning theory is that learners are able to construct their own understanding and knowledge about subjects instead of passively listening to a teacher. Learners are active participants in their learning, and through experimentation and collaboration they build their understanding and knowledge. This is in some sense similar to constructivism as a research philosophy: researchers construct their knowledge of what is going on within a research setting through actively participating within the setting, typically through co-constructing and negotiating meaning and knowledge with the research participants. What is usually found is each participant constructs their own truth about reality therefore leading to multiple truths, and constructivism treats truth of all perspectives as the same.


Whilst this might initially be appealing, I did come across stumbling blocks as I shall discuss in Part B!


September 10, 2017

Ph.D Update: Philosophical Thoughts, Critical Review, and The Literature Review

Since the previous blog post, I’ve been working on various edits of an accepted critical review, along with writing an essay about Education (shall discuss this more another time), the literature review, and have been rethinking ideas about reality.


Conceptions of Reality


You might remember previous blog posts where I have conceptualised my epistemological beliefs as Social Constructionist and the subsequent posts where I have discussed my doubts about my own conceptualisations (yes, folks, you are allowed to question your own conceptions!). I am absolutely convinced that because of my increased awareness of the ontological existence of the phenomenon of interest that my epistemological beliefs go beyond constructionism


Constructionism, according to my current understanding of it based on the readings I have so far completed, originated in sociology and focusses on the importance of language and culture. It suggests that language is the driving force behind knowledge construction and attainment and cannot be separated from its culture. In other words, access to knowledge of reality is provided by language alone, and our understanding of reality and therefore knowledge attainment and construction is culture-specific.


Despite initial acceptance of this I began to struggle with knowledge derived from language and culture. The grounded theory methodology can allow language to be considered in its representation of nuanced occurrences of what might or actually exists, represented as concepts in the data and relationships between these concepts, there is no way I can gain understanding of cultural influences on the behaviours of the participants. I as a researcher am not embedding myself within any particular culture, and I do not have any direct access to the participants’ beliefs and perspectives. Therefore, as mentioned, I have no way in determining the way in which culture impacts the behaviours and thoughts of the research participants. But this, I realised, doesn’t really matter because investigating culture and its impact on participant behaviours isn’t relevant to the research problem that I have identified.


Another reason I began to struggle with a pure constructionist epistemology is that I have become more aware of the complexity of my epistemological beliefs and because of this, I am now taking inspiration from various epistemological perspectives including constructionism. Just very recently, I have come to understand that consciousness and awareness are important features of my thinking about reality and thinking about the existence of the phenomenon of interest.


What really is reality? What is the nature of existence of social objects? Do these objects really exist? How do these objects come into being within social interactions? Social objects come into existence because of interactions, but does that mean that if a particular social object does not occur at a particular point that they don’t actually exist? What if they do exist within a particular social interaction but are not perceived to exist? Does existence entail perception? What about awareness? Do we have to become aware of something in order to perceive a social object as being real? What if our perceptions are fallible and that what is perceived to exist does not really exist? How can I tell that what I perceive is real, and, how can I tell that the way that I perceive is just and sound?


These are just some of the questions that I am now asking myself with regards to the occurrences / existence of social objects within a social reality. This is important because how can we say that something exists if we are just perceiving it? How can we know that what we perceive really exists and what gives us any justification to claim that something exists?


This is where phenomenology comes into play, and I’m only just recently beginning to appreciate its potential value. I originally rejected it as anything relevant to my research because I was perceiving the value of phenomenology through the lens of a research methodology, and not a philosophy. Phenomenology as a philosophy is different to its conceptions as a research methodology, and understanding this is a continuous task, and there shall be a blog post about this soon.


The Critical Review


The critical review of my conference experiences back in May has appeared is complete and sent in for final confirmation and publication! It has most certainly been a learning curve given that this is the first time I’ve ever written a critical review for publication, but at the same time it has been a fulfilling, satisfying learning experience. Writing the critical review has really helped me to shape my understanding of how experiencing the conference, engaging with the audience and their feedback and engaging with various presentations at the conference contributed towards further development of my thesis structure, content and layout. This will lead to a stronger, more comprehensive thesis with a tightly integrated structure, with the concepts taken from the conference leading to a theory that is closer to the truth and reality of the phenomenon of interest than previously conceived.
Specific to the thesis, the background, literature review, results and discussion sections have been enhanced with new concepts to explore and where possible, develop hypotheses to test and possibly include in the theory as part of the validation and verification process. Speaking of the literature review……..


The Literature Review


The original plan of the literature review many months ago was to divide it into independent, loosely coupled sections titled Knowledge, Argumentation, Interaction and Technology. I have no idea what possessed me to think of these sections as independent and loosely coupled, because it doesn’t make any sense to do so. I think at the time I was feeling overwhelmed with the sheer amount of existing literature that has been published and the relationship between literature and the grounded theory approach. I think at the time I wanted to gather a sense of understanding the sheer volume of existing literature in each of the categories (and by this time I had already been reading about some of these topics for many years) within the context of my research problem (context is important! I cannot emphasise this enough because context plays a part of the lens from which you shall view the literature). Several months on I am now changing my approach to the literature review to thankfully something a bit more logical.


I’ve come to realise I cannot talk about one category independent of other categories. I can to a certain point, however, but I cannot view each category as fully independent. I can, for example, discuss relevant types of technology in terms of its features and affordances, but beyond this I cannot talk about technology independent of the research context and the research questions, and I cannot talk about technology independent of the way in which it, for example, facilitates interaction. Similarly, I can discuss argumentation to a certain extent but I cannot talk about argumentation fully independent from the way in which knowledge is handled through argumentation. A strong example of how my thinking about the dependency / independency relationship between these categories of literature is with argumentation. I attempted to write draft critiques of and relate definitions of argumentation. However, after reading a paper from Andriesson et al (2003) I became aware of the difficulties that I would have if I continued along the path of attempting to define and critique definitions of argumentation independent of discussions of other literature categories, even if only to understand the diverse literature that exists within each category.


The basic fact is, when I talk about argumentation, interaction, knowledge, technology and other possible concepts, all discussions must be situated within the context of Education. This is a Ph.D. in Education and obviously, the thesis is the product of the discipline within which it has been written, therefore it would not make sense to talk about these concepts outside of the context of the discipline and particularly outside of the context of the research problem. It doesn’t really matter if conceptions and perspectives are bought in from other disciplines such as sociology, psychology etc. the key guiding focus of the literature review is the disciplinary context and the research problem.


In Summary


There have been various changes during the past few weeks with the key changes being the literature review and its structure and content. The other key changes have been my continuous increasing awareness of my own beliefs of reality and the way in which we can obtain knowledge of this reality, but this shall be discussed more in another blog post. And to emphasise, managing the literature is a huge part of the Ph.D. especially for grounded theory based projects. But for the purposes of the literature review, all discussions of all concepts have to be situated within the context of the discipline, in my case Education. And, I am now finding it impossible to discuss concepts fully independent of each other and really, this is what the literature review entails. It’s not just some bullet pointed facts-of-the-matter chapter, it’s a serious business of critiquing, analysing, evaluating and synthesising literature in order to provide the intellectual and evidence filled basis for the need of your research.


References


Andriessen, J., Baker, M.J. & Dan Suthers, D. (2003). Argumentation, computer support, and the educational context of confronting cognitions. In J. Andriessen, M.J. Baker & D. Suthers (Eds.) Arguing to Learn: Confronting Cognitions in Computer-Supported Collaborative Learning environments, p.1-25. Dordrecht, The Netherlands : Kluwer Academic Publishers.


August 19, 2017

Should Ph.D. candidates be talking meta–ontology and meta–epistemology?

Continuing to engage with writing the first drafts of various sections of my thesis, and this week I began to redevelop and construct an outline of some of the sections of the literature review. A part of the literature review shall refer to theories of epistemology (knowledge) and justification (methods of providing evidence or reasons of any claims about reality). The section is being written to link with other sections relating to collaborative learning and collaborative technologies and therefore attempting to write a reflective, critical narrative of existing, relevant literature. I want this to flow logically and not be disjointed. This is ongoing work.


As part of this task I have been rereading many different theories of knowledge and justification to identify theories that I can critique and relate to various aspects of the research phenomena of interest. What I have unexpectedly discovered during this reading is that not only can I critique and relate theories of knowledge and justification to different phenomena of research interest, but also relate some of the theories to research design. Many textbooks advise Ph.D. candidates to discuss and explain their ontological and epistemological beliefs and their impact on the research design, but they do not appear, from what I can understand, to request students to go further and jump up to the next level of abstraction. What do I mean by this? I’ll provide an example.


I have the belief that in the social world or social reality there are objective objects that exist independently of our consciousness and mental activities: we do not need to be consciously aware of their existence in order for them to actually exist (I’ll be describing this term in more detail in the thesis). But how do I know this? How do I know that there are objects out there that exist in that way? On what grounds have I based these beliefs on? In what way can I tell that I have developed these beliefs reliably?


Similar questions can be applied to my epistemological beliefs (which, as explained in the previous blog post, are changing; or, more accurately, I have become aware of their incorrectness). Therefore, in addition to discussing and explaining my epistemological beliefs and their relationship to my ontological beliefs, I should also be asking about the genesis of these beliefs. How do I know that the way that I perceive the acquirement of knowledge is correct? Where do my epistemological beliefs come from? On what grounds do I base these beliefs on? In what way can I tell that I’ve developed these beliefs reliability? And in the changes to epistemological beliefs over the years I should ask an extra question: did my epistemological beliefs change, or did I become more consciously aware of their existence? Either way, I need to ask more general questions: on what grounds were these changes made? How exactly did this change occur? Why did the change occur? What impact have these changes had on my research?


I guess these can be loosely termed meta-ontology and meta-epistemology. I am talking here about going beyond the level of discussing, explaining and justifying our ontological and epistemological beliefs to discussing how these beliefs were made, why they were made, and the grounds upon which we have formed these beliefs. This is an extra level of discussion and an extra level of abstraction that does not contend with discussing the acceptability and correctness of the beliefs themselves. Acceptability and correctness of the beliefs themselves shall be judged by the general criteria of the research project. What I am talking about is the method or approach that we have taken to form, come to know, become aware of, and ground our ontological and epistemological beliefs. I appreciate that some people might not view the worth of such discussions. I’m not entirely sure myself as I’ve only just thought about this since writing the previous blog post, but I think it is something that is worth thinking about further. Also, I am not entirely sure that, if these discussions do go ahead, they should be a part of the methodology chapter of if discussions should be in a separate chapter perhaps based on researcher reflexivity.


These are all tentative, initial ideas, but might be something worth pushing for. I shall have to ask for advice on this from my supervisor but I think perhaps discussing the core question how we know what we know should be considered more important.


Keep asking questions and never think that any idea is ridiculous because at Ph.D. level anything is possible. Remember, there is no ‘right’ or ‘wrong’ answer, but the strength of argumentation!


August 10, 2017

Ph.D Update: Multiple Changes Are Happening!

As part of our Ph.D. research and training, we must try to avoid polarising our beliefs and, therefore, subscribe to a stance, position, approach or method just because it appears to be the most convenient and approachable. What might be convenient and approachable might not be appropriate and relevant for the research problem and nature of the research context. It is part of our emerging identities as researchers to think very carefully about who we are and what we do, to take a critical stance towards every decision that we make, reflect on our decision making to ensure that there are no gaps that could cause methodological or practical problems, and to therefore ensure that every element of our research design connects reasonably and logically.


Earlier this week as part of the qualitative section of the methodology chapter, I began to describe the characteristics and features of qualitative research. As I began to relate characteristics and features to the research setting and context, phenomena of interest and the position of myself as the researcher (research positionality: I shall discuss this more in the future), I noticed that I was beginning to discuss the idea of complexity. Qualitative research, I was saying, is useful for exploring the nuanced, complex existence of social phenomena and the complexity of the setting of the phenomena of interest. It struck me there and then that this complexity of the existence of the phenomena of interest and the way that we come to know this complex existence was not mirrored by my awareness and discussions of my epistemological beliefs. What was going on here? Was I beginning to doubt my own epistemological beliefs? Or did I simply become immediately aware of the possible inadequate way in which I was perceiving and labelling my epistemological beliefs? This begs the question: can our epistemological beliefs shift as we progress through our research projects, or are our epistemological beliefs always in a constant state but that our awareness of their states continuously changes? Are epistemological beliefs therefore a construction in our minds, or do they pre-exist and we simply become more aware of them through various experiences?


Whilst I was tackling these complex questions (which are still being tackled), I completed the rough first draft of the qualitative section and began to tackle the grounded theory section. As I was writing this section I began reading through Birks and Mills (2015) publication “Grounded Theory, a Practical Guide.” Based on their comprehensive discussions of the philosophical and methodological developments of grounded theory, situated within the controversies and movements of the time, the authors advised students to be mindful of the possibility of what I call grounded theory methodological fluidity. I’ve talked about the idea of fluidity before and shall talk about this more in the thesis, but essentially the authors suggest that Ph.D. candidates should not simply subscribe to a specific grounded theory variety but to explore and experiment. Ph.D. candidates are therefore advised by the authors to draw upon and build upon the ideas and approaches of the multiple varieties and writers of grounded theory. This would lead to the development of a grounded theory approach that best matches the research problem, the nature of the research setting and context, the data collection method, and the position of yourself as the researcher. This overwhelmed me, because not only was I grappling with my own increased awareness of the complexity of my epistemological beliefs, I was also now beginning to grapple with the possibility of needing to draw from multiple varieties of grounded theory, and to build upon procedures and techniques presented in different varieties as necessary. I have the belief that there has to be a connection between the two: that a change in my awareness of my epistemological beliefs has led to a change in using grounded theory to analyse the phenomenon of interest.



Where am I with all of this now? Ontologically I’m still a realist: I still believe that there is a social reality that exists outside of our conceptualisations and perspectives of social reality and therefore there are social elements of social reality that do exist. The revelation here is that perhaps I have limited myself in the way in which I can come to understand these objective social elements or phenomena. Perhaps constructionism alone cannot fully capture everything that I am and everything that my epistemological beliefs have led me and are leading me in terms of my research design. But how can I at any time suggest that any particular epistemological stance really reflects how I can attain knowledge and understand phenomena of interest if my epistemological beliefs are continuously evolving? Or, more likely, that I am becoming more aware of what pre-exists in my mind? The simple fact is: I can’t! From the many months of reading and thinking about different epistemological stances, nothing really fits completely within my realm of coming to know about the phenomena of interest. This has to be because all of these difference stances: positivism, post-positivism, constructivism, constructionism etc follow set assumptions about the way that we as researchers come to know reality, the nature of our research problems, and our positionality. How we might come to understand and know about the phenomena of interest might follow a more post-positivist line, but my positioning of myself as the researcher and the way I engage with the data reflects a more dynamic approach. The best way I can really “label” my beliefs is to reread in more detail literature on different epistemologies and draw upon ideas and approaches from various authors and approaches, and develop strong argumentation for why I perceive the research setting and phenomena of interest the way that I do.


Methodologically, grounded theory is the only approach, situated in a qualitative methodology, that makes any sense to me. But what flavour now? Because of my increased awareness of my epistemological beliefs and the way in which I position myself in the research, and of the nature of the research setting, I cannot fully subscribe to the techniques and ideas of Strauss and Corbin’s version of grounded theory. I shall explore these issues and reasoning as the research progresses, but at this time it suffices to suggest that I will have to follow the advice of Birks and Mills (2015) and other authors. Their advice is to carefully, thoughtfully, reflectively, progressively, and critically draw on approaches and ideas from various key grounded theory authors (Glaser, Strauss, Corbin, Charmaz, Clarke and Bryant) that are most relevant and appropriate for my overall research design and research context. And, where necessary, to reformulate or build on existing grounded theory techniques.


Summary


To try to summarise all this: becoming more aware of the complexity of the research setting has caused me to become more aware of the complex nature of my epistemological beliefs. But a key question that I might like to tackle in the thesis is whether my epistemological beliefs have changed to become more complex, or if my epistemological beliefs have always been complex and I’ve only just become aware of this complexity. Can they change? Or is it simply the case that we become more aware of their complexity? Or is it a bit of both depending on what we experience and the way that we come to understand and build on this experience? This has to be reflected in my now new position on Grounded Theory: I cannot possibly capture the complexity of the research phenomena using just the procedures and ideas described by Strauss and Corbin. There has to be some sort of way that I can draw upon and build on the procedures and techniques from multiple authors that are most appropriate for my research design and research setting. But this I can only find out as I progress with my reading and testing of different techniques.


As for rereading the literature on epistemological theories and grounded theory approaches, as many authors state it’s not a matter of which array of writers you draw from and build upon, but it’s the way in which you can strongly defend and justify your positioning. What this means is there really are no right or wrong answers, but there is such a thing as a justifiable, defendable answer. And this, ultimately, forms the core of your thesis chapters and what you need to present at your viva. Overwhelming perhaps, and a little scary, but at the same time challenging, thrilling, motivating and exciting!


Reference / Bibliography


Birks, M., Mills, J (2015): Grounded Theory, A Practical Guide (2nd Ed). SAGE Publications


Urquhart, C (2013): Grounded Theory for Qualitative Research: A Practical Guide. SAGE Publications.


I have included Urquhart because she was the other author who influenced my now changing approach to grounded theory, though haven’t mentioned the author in the blog post as Birks and Mills publication was the first to really confirm the need for a change. That being said, both books are worth a read through if only to find out more about the idea of researcher leading the methodology and not methodology leading the researcher!


August 04, 2017

Ph.D Update: Critical Review Paper and the Methodology Chapter

Critical Paper on the University of Warwick Interdisciplinary Conference 2017 experience

The edited version as requested by the journal’s reviewers has been sent in for a further round of peer reviewing for any further editing before the final copy of the paper is due in October.

It has been such a useful experience writing this paper because it has encouraged me to explore my thinking as a postgraduate; consider the very being of a postgraduate researcher; and reflect on my thoughts of the way our identities as postgraduates, and the research that we engage with, are formed, shaped and altered due to our conference experiences.

The paper is a critical review and the first time I wrote the paper I had not considered that it would be appropriate to situate my thoughts within existing conference literature. Essentially, I found out that I could use the critical review to engage, reflect upon, and critique existing literature on conferences based on my experiences. Writing the paper has not only enabled me to become accustomed to a previously unfamiliar body of literature, but also helped me to define further who I am as a researcher. The experience of writing the paper has enabled me to reflect upon the conference experiences as building blocks of becoming more aware of my identity as a postgraduate researcher and, fingers crossed, an emerging social scientist.


The core of the critical review, and therefore the basis of my perspectives of conference experiences, revolves around my epistemological beliefs. As I was writing the paper, I found that the way I perceive conferences epistemologically is the same as I perceive epistemological aspects of my research design. Essentially, I perceive knowledge as being dynamic, changeable, uncertain and never fixed and therefore, our perspectives that reflect what we know, how we know, and what can be possibly known are forever changing. For the research design, I hold that whilst there are elements of social reality that exist independently of our mental activity (ontology), our knowledge and perspectives of these elements are continuously changing based on our experiencing these elements in, for example, different contexts. With conferences, because of my epistemological beliefs, I perceive conferences as being useful means by which we can alter our conceptions and knowledge about reality or about the phenomenon of research interest through engaging with the social and cognitive opportunities that a conference provides. These social and cognitive opportunities enable us as researchers to think critically and reflectively on our work, on the work of others, and who we are as postgraduates and eventual researchers. This, it is not only our knowledge of reality and phenomena of interest that can alter because of our conference experience, but also our identity as researchers.


There is obviously much more to this than what I express here (the paper is about three thousand words!) but the above presents my thinking in a nutshell.


Methodology Chapter


This is coming along fine, as previously mentioned I have written a draft form of the ontological and epistemological sections, and shall be working on the next drafts at some point in the future where I build on the concepts, arguments and ideas that I have begun to develop. Currently however, I’m writing about general characteristics and nature of qualitative research, and writing brief notes about various aspects of the research design that is directly influenced by the fact of the research being qualitative. Details include the role, features and characteristics of qualitative research; type of investigation; use of theory; form of logic; role of the researcher, the idea of sensitised concepts, and some notes of methodological justifications and the role of technology as a qualitative research facilitator, among others.


I’ve written over four thousand words of rough notes and I think I shall be ready within the next week to write the first draft of the qualitative section of the methodology chapter, consisting mostly of discussions of the way in which qualitative research is characterised in my research. Because I have been reading through and still going through specific qualitative research methodology books, I find writing a full draft a little pointless till after the relevant sections of relevant books have been read. This way, as I read through the sections I am simply writing down initial conceptions, thoughts, notes, useful terminology, critiques of published ideas, and details and reflections of my own research design. I have approached this using categories to separate ideas, thoughts and so on using separate headings so that when it comes to writing the full draft I have a rough idea of the order in which I am to write the section and relate each idea to each other. Therefore, when it comes to writing out the full draft of the qualitative section I will be able to analyse, synthesise and organise my existing ideas, thoughts, reflections and critiques and situate them as necessary within existing published literature.

Bibliography:


I obviously cannot do what I do without books and research papers, and before writing this blog post I came across a couple of qualitative books (the first couple of books listed) that proved their weight in gold as they confirmed ideas that I have been considering, and assisted with intense idea development. If you are thinking about engaging with qualitative research in any fashion, I recommend the following books:


Cresswell, J (2007): Qualitative Inquiry and Research Design: Choosing Among Five Approaches. SAGE Publications: USA


Flick, U., Kardoff, E.V., Steinke, I (2004): A Companion to Qualitative Research. SAGE Publications: UK


Flick, U (2007): Designing Qualitative Research. SAGE Publications: UK


Lapan, S.D., Quartaroli, M.T., Riemer, F.J. (2012): Qualitative Research: An Introduction to Methods and Designs. John Wiley and Sons: USA

I have other qualitative books lined up to read through, but so far these four books have been helpful with the first two being especially useful!


June 23, 2017

Methodology Chapter: The Beginning!

With thirty eight pages of rough drafted notes on paper consisting of ideas, quotes, paraphrases, references, elaborations of thoughts along with goodness knows what amount of loose notes and ramblings on the hard drive all pertaining to the methodology chapter, the plan was laid out: to transform this mess into something that resembled at least the foundations of a draft of the initial parts of the methodological chapter! Well, that was the plan to begin the day but my inquiring mind had other plans……


“Where do I start?” “From what point do I begin?” “What on Earth did I write there?” “What on Earth did I say there?” “Was I high on Easter eggs when I wrote this?” “What is the meaning of what I wrote here?” “Why is my handwriting so shoddy here?” “Wait! If I get a magnifying glass I’ll be able to read this!” And other relevant statements started to ring out as I began to make sense and classify the unordered pages. After managing to make sense of the mess to some extent without wanting to throw the computer out of the window (even though I had not actually typed anything at this time) I began to stare at the blank page. The friendly black cursor thing flashed again and again, as if it was calling me to place my hands on the keyboard and write pages and pages of draft notes that in the future could be classed as meaningless dribble but that wouldn’t matter! What would matter is I would get raw ideas down and sort everything else out at a later point! Thankfully as I began reading through a couple of pages to remind myself of what I said when I originally wrote the notes, I was inspired to write, and throughout the day the following words echoed in my ears: Continuity! Consistency! Cohesion! Coherence! Honestly I felt like I was being invaded by a party political broadcast on behalf of the Let’s Have Another Coherent Thesis Written Party.


As draft formation began, my thinking became channelled. I reflected on what I was writing more intensely, reflectively, and critically than when I was jotting down lots of notes on paper during reading sessions of literature. I was scrutinising every word, sentence, reference and paragraph. I really questioned the purpose, meaning, positioning and context of each sentence. Is there something missing from I had previously written on paper? Can I say this better? Can I improve this in anyway? What ideas should come before this paragraph? What else should be included in this paragraph? Are there any alternative ways I can express these ideas? Have I correctly analysed the references?


All these questions and more ran through my head as I became more critical and reflective of my ideas, style of writing, style of using language to express my ideas and thoughts, the content and semantics of the ideas and thoughts, and the interpretations and representations of references. Perhaps some people might argue that at draft phase, my thinking and general approach might be too involving and too intense for the purpose of writing draft form chapters, but I disagree. In my opinion it’s important to practice self-criticism and self-reflection during academic writing not to the point where you go completely insane, but to the point where you can come away from whatever amount of words, sentences and paragraphs produced feeling satisfied. I am finding that I am much more critical of my thesis writing and any other academic writing than my blog writing. That doesn’t negate the importance of constructing informative, and (somewhat) entertaining blog posts that is as grammatically as solid as possible, but for me personally a blog environment is a bit more relaxed. In other words, I can write a blog post at about nine or ten in the evening when I am in a more relaxed mode: I cannot do this for the thesis.


As can probably be understood, my mind cannot fixate on the main purpose of a draft form: to simply get ideas down on paper and sort everything out at a later time. I like to edit as I write. I like to write a few sentences or even a few paragraphs at a time if possible, and then stop and reread, and edit. It’s quite surprising what you can observe as you reflect upon your own writing and the meaning of the content being produced. In a sense you are engaged with the simultaneous activities of writing and self-reflecting.


When I wrote the first initial paragraph, and without reading the rough notes any further, I started to form ideas of what I could discuss next, and began forming conceptions of what I could say before the paragraph. This initial paragraph discussed briefly as a starting point about human existence and the essence of existence in enabling the existence of social processes. Having reread the paragraph I realised that I should be talking about the context and placement of human existence; to transcend discussions of human existence from its impact on social processes to the concept of human existence itself, and what it means to exist: social ontology!


I wrote a paragraph on social ontology with suitable references, but I was being drawn into talking more about social ontology before even contemplating further discussions on the way that human existence impacts social processes, and what processes would be investigated to what extent and in what way from an ontological sense. This then lead to rereading papers on social ontology and I was picking up ideas and definitions of aspects of social ontology that I had not previously observed or interpreted before. As I was picking up different interpretations and definitions I was rewriting this same paragraph and I must have reedited it over ten times, perhaps even up to twenty times I actually cannot remember. This is the result of reflecting upon existing ideas, thinking about the new interpretations and definitions, and integrating these new ideas with existing ideas and trying to be as concise about these ideas when writing about them.


By the time I completed rereading the small set of closely relevant social ontological papers I had three pages of notes written as part of the draft, but the only piece of this I am actually happy about at this time is the very first paragraph! All the other sentences and paragraphs across the rest of the draft are ready to be linked together, edited, or discarded in some way in time. Even though I do feel happy with the first paragraph, due to the nature of research and editing there is no guarantee that this paragraph will be relevant in future drafts of the chapter, as ideas and directions do change. But, as it is, it’s the most “complete” part of the chapter. I could have easily wrote ten pages from the notes that I have written on paper without carrying out any further thinking, reflecting, critical analysis of the language used and meaning of the content, and reading, but that’s not the way my mind works.


Whilst I would have been able to say “I wrote ten pages wooooo hoooo what a productive time” that would actually be a meaningless statement. Simply because, it’s more important and beneficial in the long term in my opinion to craft a most cohesive, correct, logical and easily flowing paragraph that best represents current ideas and references whilst acknowledging that the paragraph could very well change drastically or even be dropped in the future, than to produce ten pages of what could effectively be meaningless ramblings most of which would be thrown away.


That’s the way my mind works and when I think about it, my writing sessions will not be based on the number of words or the number of pages I can muster in a single writing sessions: I want to make sure that every word, every sentence and every paragraph is as carefully constructed, is as meaningful, and is as grammatically, syntactically and semantically correct as is possible at the current time of writing. That, to me, is most important.


My advice? Don’t focus too much on quantity and go for quality. Even in just draft form, it is still worth taking the time needed to construct well-crafted paragraphs that expresses what you want to say as effectively as possible. Academic language is not easy to master, but pausing and reflecting on your writing, identifying knowledge and language gaps and really questioning everything that you write and the way you write shall benefit you more in the long run!


June 18, 2017

Ph.D. Update: Successfully Passed The Upgrade Process; Onward With The Thesis!

Confirmation arrived by email earlier the previous week, confirming that my research work has been successfully upgraded to Ph.D. level! The successful confirmation has been met with surprise and feelings of relief, as the confirmation is the result of a reassessment of my work following the upgrade presentation that took place a few months ago, where my work at the time nearly matched Ph.D. level but had to make a few alterations to the research design. These alterations initially came about as doubts that I had about the suitability of my own research design subsequent to first submission of the upgrade paper, but before the upgrade presentation and these doubts were confirmed during the presentation.


As has been detailed and heavily documented in my previous blog posts, the Mixed Methods approach was dropped in favour of a Case Study Grounded Theory research design and the rewritten upgrade paper, which increased in word count from three thousand words to between six to seven thousand words, was based around this research design. The literature review, methodology, trial study and discussion chapters were significantly revamped to reflect updated readings, changes in methodological directions, thoughts about the phenomena of interest, initial data findings, hypotheses and thoughts about the data.


Eventually I was happy to send it in for reassessment, and led to my research upgraded to Ph.D. level!


Current Status Of Research


But even now I’m debating my research design as I am beginning to feel that a case study design is no longer appropriate, as a characteristic of a case study design is its suitability for research where the boundaries of the context and phenomena of interest are not clearly defined.


What this means is, a case study design is most suitable in situations where the boundary definitions of the phenomena of interest (I am taking this to mean contextual, research environment and situational boundaries) are not clearly understood or are clear. However, as I come to know and understand my own philosophical beliefs and read intensely about them, along with analysing and thinking about the data relating to the phenomena, the more I am beginning to realise that there are situational and contextual boundaries and that I am able to clearly define these boundaries. Therefore, the case study option might be dropped. I shall explore this more though and write a blog post in the future when I am fully convinced this is the case, and no pun intended!


Doubts are also beginning to come about regarding the possible use of interviews in the research. The idea of using interviews came about when I followed a more constructivist epistemological approach, but having really analysed the situational context of my research a few months ago I shifted away from constructivist epistemology to constructionist epistemology. Basically, the type of interviews I wanted to carry out are known as semi-structured interviews, which enable co-construction of meaning and knowledge about concepts of reality to take place between the interviewer and the interviewee; also, the research interviews could be taken into different directions depending on the answers given by the interviewee in order to enable myself as the researcher to explore specific thoughts further. This is a sign of a constructivist approach therefore I am not entirely convinced this is achievable with a constructionist epistemology. This is something I need to look at further in the future.
Apart from those two concerns, everything else is more or less decided upon: an ontological realist approach, a social constructionist epistemology, and the possibility of dropping the case study methodology and upgrade grounded theory to a full methodological approach therefore in a sense the grounded theory shall be situated within a realist-constructionist paradigm.



What is the current focus? Where to next?


I have made tentative plans up to around the middle to the end of August where I am planning to take my annual summer time off before the long autumn and winter stretch towards Christmas. The plans, put in place about a month or so ago following the successful Warwick University conference, revolve around developing philosophical justifications for my research design, and to attempt to argue the case for a realist-constructionist paradigm as most suitable for exploring the phenomena of interest, as opposed to a positivist paradigm or a relativist paradigm.


Essentially, the main current focus is to begin drafting the initial sections of the methodological chapter of the thesis. The initial sections of the methodology chapter aim to explain and explore my ontological and epistemological beliefs, and therefore reflexivity, reflectively, and critically analyse and acknowledge any personal biases and the way that these biases might have affected the implementation of the research design, and the development of the theory. Obviously I will have to edit the methodology chapter to include such reflexivity, reflections and critical analysis in the future as I have not fully applied the research design.


However, the main focus at the moment is to develop philosophical justifications of the research design: I need to explain what my ontological and epistemological beliefs are; justify and explain why the phenomenon of interest is being explored from a realist, constructionist perspective; compare to other perspectives that other researchers have considered in the past; and to explain in detail the relationship between ontology (realism), epistemology (social constructionism) and methodology (grounded theory).


Some might consider this as a little odd because I am writing the early chapters of the thesis in somewhat of a reverse order, as I am writing the methodological chapter, or at least the beginning of it, before fully drafting the literature review. But this approach makes sense to me. I’m leaning more heavily towards philosophy compared to a couple of years ago, and I feel that a full understanding of the philosophical aspects of my research design shall put me in a better position to fully critique and analysis the ways in which the phenomenon of interest has been explored, from both philosophical and methodological perspectives.


There are various ways in which a thesis can be completed and a qualitative, grounded theory thesis does not have to be completed in a set order of literature review – methodology – results – discussion chapters and so on (I’m simplifying the structure of a thesis here) but it can be completed in whatever way a researcher feels the need to complete it. The key is not the order in which the chapters are written, but that throughout the thesis there is a clear, identifiable, observable, and engaging narrative and relationship between the chapters.


Summary


Being upgraded to Ph.D. level is half a surprising outcome but definitely a relief! The current work leading up to around the middle to end of August, possibly, is the drafting of the initial sections of the methodology chapter that refers specifically to documenting and exploring my ontological and epistemological beliefs, argue their relevance to the research phenomena and context, and explain the relationship between my ontological and epistemological beliefs, and the methodological approach.


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