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MIXED 
METHODS 
9715 – Doctoral Seminar 
Notes by M. Larsen 
Nov. 28, 2014 
‘The Third Methodological Movement’ 
‘The Third Path’ 
‘A research paradigm whose time has 
come.
WHY MIXED METHODS 
DESIGN? 
To provide a more 
complete picture of the 
phenomenon under 
study 
To increase data validity 
Enable researcher to 
develop analysis and 
build on original data 
MM research – “can help 
to clarify the formulation of 
the research problem and 
the most appropriate ways 
in which problems or 
aspects of problems may 
be theorised and 
studied….With multiple 
methods the researcher 
has to confront the 
tensions between different 
theoretical perspectives 
while at the same time 
considering the 
relationship between the 
data sets produced by the 
different methods” 
(Brannen, 1992, pp. 32-33)
CRITICS OF MIXED 
METHODS 
‘Incompatibility thesis’ - qualitative and 
quantitative research paradigms cannot 
and should not be mixed 
(purists – paradigm wars) 
Critics of MM - different research 
paradigms embody incompatible 
assumptions about the nature of the 
world and what is important to know
CHALLENGING THE DIVIDE BETWEEN 
QUALITATIVE AND QUANTITATIVE 
RESEARCH 
Hammersley (1992) “Deconstructing the 
qualitative-quantitative divide” 
- the distinction between these 
methodological paradigms is limited 
and dangerous 
Presents 7 issues concerning the 
quant/qual distinction and challenges 
each of them.
1) Qualitative vs quantitative 
data 
Assumptions: 
Qual research - words 
Quant – numbers 
But… this distinction is problematic 
- large proportion of research reports combine 
both 
- ethnographers use words like “Regularly”, 
Frequently, Often, Sometimes, Generally, 
Typically 
If this is about precision, then precision doesn’t 
necessarily mean the use of numbers
1) Qualitative vs quantitative data 
cont’d. 
“We are not faced, then, with a stark 
choice between words and numbers, or 
even between precise or imprecise data. 
Furthermore, our decisions about what 
level of precision is appropriate in relation 
to any particular claim should depend on 
the nature of what we are trying to 
describe, on the likely accuracy of our 
descriptions, on our purposes, and on the 
resources available to us; not on 
ideological commitments to one 
methodological paradigm or another.” 
(p.43)
2) The investigation of natural vs 
artificial settings 
Assumptions: 
Quant – artificial setting – experimental 
Qual – natural 
But…this distinction is spurious 
What happens in classroom is not 
necessarily more natural than what goes 
on in a psych lab 
“To treat classrooms…as natural and 
experiments as artificial is to forget that 
social research is itself part of the social 
world.” (p. 44)
2) The investigation of natural vs 
artificial settings 
Reactivity – individuals alter their 
performance or behavior due to the 
awareness that they are being observed - 
both quant and qual research can lead to 
reactivity(Hawthorne effect) 
“The terms ‘natural’ and ‘artificial’ have 
misleading connotations. And while the 
issue of ecological validity is important, it is 
not the only important methodological issue. 
Nor does research in ‘natural’ settings 
guarantee ecological validity, any more than 
research in ‘artificial’ settings automatically 
debars us from it.” (p. 45)
3) A focus on meanings rather 
than behavior 
Assumptions: 
Qual research - interpretive (meaning) 
Quant research – positivist (behaviours) 
But… rare that qual research simply 
documents point of view of participants 
Researcher is involved in interpretation of 
data 
Much quant research concerned with 
attitudes not just behavior
3) A focus on meanings rather 
than behavior 
“As regards differences in the approach 
that attitude researchers and 
ethnographers employ in identifying 
attitudes/perspectives, the contrast is 
between the use of attitude scales and 
more unstructured approaches…Here 
again, we do not have a clear-cut 
distinction between two contrasting 
approaches.” (p. 46)
4) Adoption or rejection of natural 
science as a model 
Assumptions: 
Qual – reject natural science as model 
Quant –natural science – exemplary 
“Not even the most extreme positivist 
would argue that the methods of physics 
should be applied lock, stock and barrel to 
the study of the social world. And there are 
few supporters of qualitative research who 
would insist that there is no aspect of 
natural science method that is relevant to 
social research. What is involved here is a 
matter of degree.” (p. 47)
5) An inductive vs deductive 
approach 
Assumption: 
Quant = deductive or hypothetico-deductive 
Qual = inductive 
But… “Quant research does not always 
test hypotheses: its goal is often 
descriptive.” (Brannen, 1992, p. 8) 
Some quant research is concerned with 
theory generation 
Some qual research is deductive 
Lots of qual research is simply descriptive
5) An inductive vs a deductive 
approach 
All research involves induction and deduction 
to some degree– impossible that researchers 
not be influenced by prior knowledge 
“What is true is that one can distinguish 
between studies that are primarily exploratory, 
being concerned with generating theoretical 
ideas, and those which are more concerned 
with testing hypotheses. But these types of 
research are not alternatives; we need both. 
Nor need the former be quantitative and the 
latter qualitative in other senses of those 
terms.” (p. 48)
6) The identification of cultural 
patterns as against seeking scientific 
laws Assumption: 
Quant –committed to discovery of scientific laws 
Qual – committed to identifying cultural patterns 
Yet… much quant is concerned with description 
Early qual researchers justified their practice by 
claiming that it produced scientific laws and even today 
they claim their goal is theory generation 
“Thus the distinction between identifying patterns 
and pursuing laws seems to provide little clear 
basis for the division between quant and 
qualitative methods.” (p. 50)
7) Idealism vs realism 
Assumption: 
Quant – realist epistemology 
Qual- idealist 
“More important than the empirical question of 
whether it is true that quant researchers are 
realists and qual researchers idealists, though, is 
the philosophical issue of whether there is any 
necessary connection between qual method and 
a particular epistemological position….history 
suggest that there is little reason to believe that 
there is such a connection. And we must 
remember that there are many more than 2 
epistemological positions available.” (p. 51)
METHODOLOGY OF COMBINING 
APPROACHES – CONSIDERATIONS 
1) Timing - What will the timing of qual 
and quant methods be? What will the 
order be? Will it be concurrent or 
consecutive? 
2) Weighting Dimension -What will be 
the relative importance, weight or 
priority, given to qualitative & 
quantitative methods? 
Equal 
Emphasis on Qualitative or 
Quantitative
METHODOLOGY OF COMBINING 
APPROACHES – CONSIDERATIONS 
cont’d. 
3) Mixing Dimension - How will qual and 
quant methods be mixed? How will the 
2 data sets be mixed? 
Merged 
Embedded within one another 
Connected in another way 
Complementary 
Integration
Fundamental Principle of Mixed 
Methods Research 
Combine the methods in a way that 
achieves complementary strengths and 
non-overlapping weaknesses (Johnson 
& Onwuegbuzie, 2004) 
1) Timing 
2) Weighting 
3) Mixing Dimension
MIXED METHODS DESIGNS 
1) Triangulation/ Multiple Methods 
Within-method – the same method 
being used on different occasions 
Between-method – using different 
methods in relation to the same topic 
Purpose of triangulation – to obtain 
complementary quant and qual data on 
the same topic
2) Embedded Design 
Different research questions require 
different types of data to answer them 
Complementary – qual and quant data 
complement one another 
1 or 2 phase
3) Explanatory Design 
1st phase – quantitative (e.g. surveys) 
2nd phase – qualitative (e.g. classroom 
observation) 
Qualitative data needed to explain results 
1st phase quant – may be used to guide the 
selection of 2nd phase in-depth qual study
4) Exploratory Design 
1st phase – qualitative 
2nd phase – quantitative 
Need to develop a measurement 
instrument 
1st phase - get a deeper understanding 
of the issue/phenomenon 
2nd phase - survey to measure its 
distribution and prevalence.
PRACTICAL ISSUES 
1) Politics of research – evidence-based 
research - AERA Scientifically Based Research 
2) Costs 
3) Researchers: skills, careers, 
disciplines 
4) Social Organization of the Research 
Team

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Week 12 mixed methods

  • 1. MIXED METHODS 9715 – Doctoral Seminar Notes by M. Larsen Nov. 28, 2014 ‘The Third Methodological Movement’ ‘The Third Path’ ‘A research paradigm whose time has come.
  • 2.
  • 3. WHY MIXED METHODS DESIGN? To provide a more complete picture of the phenomenon under study To increase data validity Enable researcher to develop analysis and build on original data MM research – “can help to clarify the formulation of the research problem and the most appropriate ways in which problems or aspects of problems may be theorised and studied….With multiple methods the researcher has to confront the tensions between different theoretical perspectives while at the same time considering the relationship between the data sets produced by the different methods” (Brannen, 1992, pp. 32-33)
  • 4. CRITICS OF MIXED METHODS ‘Incompatibility thesis’ - qualitative and quantitative research paradigms cannot and should not be mixed (purists – paradigm wars) Critics of MM - different research paradigms embody incompatible assumptions about the nature of the world and what is important to know
  • 5. CHALLENGING THE DIVIDE BETWEEN QUALITATIVE AND QUANTITATIVE RESEARCH Hammersley (1992) “Deconstructing the qualitative-quantitative divide” - the distinction between these methodological paradigms is limited and dangerous Presents 7 issues concerning the quant/qual distinction and challenges each of them.
  • 6. 1) Qualitative vs quantitative data Assumptions: Qual research - words Quant – numbers But… this distinction is problematic - large proportion of research reports combine both - ethnographers use words like “Regularly”, Frequently, Often, Sometimes, Generally, Typically If this is about precision, then precision doesn’t necessarily mean the use of numbers
  • 7. 1) Qualitative vs quantitative data cont’d. “We are not faced, then, with a stark choice between words and numbers, or even between precise or imprecise data. Furthermore, our decisions about what level of precision is appropriate in relation to any particular claim should depend on the nature of what we are trying to describe, on the likely accuracy of our descriptions, on our purposes, and on the resources available to us; not on ideological commitments to one methodological paradigm or another.” (p.43)
  • 8. 2) The investigation of natural vs artificial settings Assumptions: Quant – artificial setting – experimental Qual – natural But…this distinction is spurious What happens in classroom is not necessarily more natural than what goes on in a psych lab “To treat classrooms…as natural and experiments as artificial is to forget that social research is itself part of the social world.” (p. 44)
  • 9. 2) The investigation of natural vs artificial settings Reactivity – individuals alter their performance or behavior due to the awareness that they are being observed - both quant and qual research can lead to reactivity(Hawthorne effect) “The terms ‘natural’ and ‘artificial’ have misleading connotations. And while the issue of ecological validity is important, it is not the only important methodological issue. Nor does research in ‘natural’ settings guarantee ecological validity, any more than research in ‘artificial’ settings automatically debars us from it.” (p. 45)
  • 10. 3) A focus on meanings rather than behavior Assumptions: Qual research - interpretive (meaning) Quant research – positivist (behaviours) But… rare that qual research simply documents point of view of participants Researcher is involved in interpretation of data Much quant research concerned with attitudes not just behavior
  • 11. 3) A focus on meanings rather than behavior “As regards differences in the approach that attitude researchers and ethnographers employ in identifying attitudes/perspectives, the contrast is between the use of attitude scales and more unstructured approaches…Here again, we do not have a clear-cut distinction between two contrasting approaches.” (p. 46)
  • 12. 4) Adoption or rejection of natural science as a model Assumptions: Qual – reject natural science as model Quant –natural science – exemplary “Not even the most extreme positivist would argue that the methods of physics should be applied lock, stock and barrel to the study of the social world. And there are few supporters of qualitative research who would insist that there is no aspect of natural science method that is relevant to social research. What is involved here is a matter of degree.” (p. 47)
  • 13. 5) An inductive vs deductive approach Assumption: Quant = deductive or hypothetico-deductive Qual = inductive But… “Quant research does not always test hypotheses: its goal is often descriptive.” (Brannen, 1992, p. 8) Some quant research is concerned with theory generation Some qual research is deductive Lots of qual research is simply descriptive
  • 14. 5) An inductive vs a deductive approach All research involves induction and deduction to some degree– impossible that researchers not be influenced by prior knowledge “What is true is that one can distinguish between studies that are primarily exploratory, being concerned with generating theoretical ideas, and those which are more concerned with testing hypotheses. But these types of research are not alternatives; we need both. Nor need the former be quantitative and the latter qualitative in other senses of those terms.” (p. 48)
  • 15. 6) The identification of cultural patterns as against seeking scientific laws Assumption: Quant –committed to discovery of scientific laws Qual – committed to identifying cultural patterns Yet… much quant is concerned with description Early qual researchers justified their practice by claiming that it produced scientific laws and even today they claim their goal is theory generation “Thus the distinction between identifying patterns and pursuing laws seems to provide little clear basis for the division between quant and qualitative methods.” (p. 50)
  • 16. 7) Idealism vs realism Assumption: Quant – realist epistemology Qual- idealist “More important than the empirical question of whether it is true that quant researchers are realists and qual researchers idealists, though, is the philosophical issue of whether there is any necessary connection between qual method and a particular epistemological position….history suggest that there is little reason to believe that there is such a connection. And we must remember that there are many more than 2 epistemological positions available.” (p. 51)
  • 17. METHODOLOGY OF COMBINING APPROACHES – CONSIDERATIONS 1) Timing - What will the timing of qual and quant methods be? What will the order be? Will it be concurrent or consecutive? 2) Weighting Dimension -What will be the relative importance, weight or priority, given to qualitative & quantitative methods? Equal Emphasis on Qualitative or Quantitative
  • 18. METHODOLOGY OF COMBINING APPROACHES – CONSIDERATIONS cont’d. 3) Mixing Dimension - How will qual and quant methods be mixed? How will the 2 data sets be mixed? Merged Embedded within one another Connected in another way Complementary Integration
  • 19. Fundamental Principle of Mixed Methods Research Combine the methods in a way that achieves complementary strengths and non-overlapping weaknesses (Johnson & Onwuegbuzie, 2004) 1) Timing 2) Weighting 3) Mixing Dimension
  • 20. MIXED METHODS DESIGNS 1) Triangulation/ Multiple Methods Within-method – the same method being used on different occasions Between-method – using different methods in relation to the same topic Purpose of triangulation – to obtain complementary quant and qual data on the same topic
  • 21. 2) Embedded Design Different research questions require different types of data to answer them Complementary – qual and quant data complement one another 1 or 2 phase
  • 22. 3) Explanatory Design 1st phase – quantitative (e.g. surveys) 2nd phase – qualitative (e.g. classroom observation) Qualitative data needed to explain results 1st phase quant – may be used to guide the selection of 2nd phase in-depth qual study
  • 23. 4) Exploratory Design 1st phase – qualitative 2nd phase – quantitative Need to develop a measurement instrument 1st phase - get a deeper understanding of the issue/phenomenon 2nd phase - survey to measure its distribution and prevalence.
  • 24. PRACTICAL ISSUES 1) Politics of research – evidence-based research - AERA Scientifically Based Research 2) Costs 3) Researchers: skills, careers, disciplines 4) Social Organization of the Research Team