research instruments for qualitative

Qualitative research: methods and examples

Last updated

13 April 2023

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Qualitative research involves gathering and evaluating non-numerical information to comprehend concepts, perspectives, and experiences. It’s also helpful for obtaining in-depth insights into a certain subject or generating new research ideas. 

As a result, qualitative research is practical if you want to try anything new or produce new ideas.

There are various ways you can conduct qualitative research. In this article, you'll learn more about qualitative research methodologies, including when you should use them.

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• What is qualitative research?

Qualitative research is a broad term describing various research types that rely on asking open-ended questions. Qualitative research investigates “how” or “why” certain phenomena occur. It is about discovering the inherent nature of something.

The primary objective of qualitative research is to understand an individual's ideas, points of view, and feelings. In this way, collecting in-depth knowledge of a specific topic is possible. Knowing your audience's feelings about a particular subject is important for making reasonable research conclusions.

Unlike quantitative research , this approach does not involve collecting numerical, objective data for statistical analysis. Qualitative research is used extensively in education, sociology, health science, history, and anthropology.

• Types of qualitative research methodology

Typically, qualitative research aims at uncovering the attitudes and behavior of the target audience concerning a specific topic. For example,  “How would you describe your experience as a new Dovetail user?”

Some of the methods for conducting qualitative analysis include:

Focus groups

Hosting a focus group is a popular qualitative research method. It involves obtaining qualitative data from a limited sample of participants. In a moderated version of a focus group, the moderator asks participants a series of predefined questions. They aim to interact and build a group discussion that reveals their preferences, candid thoughts, and experiences.

Unmoderated, online focus groups are increasingly popular because they eliminate the need to interact with people face to face.

Focus groups can be more cost-effective than 1:1 interviews or studying a group in a natural setting and reporting one’s observations.

Focus groups make it possible to gather multiple points of view quickly and efficiently, making them an excellent choice for testing new concepts or conducting market research on a new product.

However, there are some potential drawbacks to this method. It may be unsuitable for sensitive or controversial topics. Participants might be reluctant to disclose their true feelings or respond falsely to conform to what they believe is the socially acceptable answer (known as response bias).

Case study research

A case study is an in-depth evaluation of a specific person, incident, organization, or society. This type of qualitative research has evolved into a broadly applied research method in education, law, business, and the social sciences.

Even though case study research may appear challenging to implement, it is one of the most direct research methods. It requires detailed analysis, broad-ranging data collection methodologies, and a degree of existing knowledge about the subject area under investigation.

Historical model

The historical approach is a distinct research method that deeply examines previous events to better understand the present and forecast future occurrences of the same phenomena. Its primary goal is to evaluate the impacts of history on the present and hence discover comparable patterns in the present to predict future outcomes.

Oral history

This qualitative data collection method involves gathering verbal testimonials from individuals about their personal experiences. It is widely used in historical disciplines to offer counterpoints to established historical facts and narratives. The most common methods of gathering oral history are audio recordings, analysis of auto-biographical text, videos, and interviews.

Qualitative observation

One of the most fundamental, oldest research methods, qualitative observation , is the process through which a researcher collects data using their senses of sight, smell, hearing, etc. It is used to observe the properties of the subject being studied. For example, “What does it look like?” As research methods go, it is subjective and depends on researchers’ first-hand experiences to obtain information, so it is prone to bias. However, it is an excellent way to start a broad line of inquiry like, “What is going on here?”

Record keeping and review

Record keeping uses existing documents and relevant data sources that can be employed for future studies. It is equivalent to visiting the library and going through publications or any other reference material to gather important facts that will likely be used in the research.

Grounded theory approach

The grounded theory approach is a commonly used research method employed across a variety of different studies. It offers a unique way to gather, interpret, and analyze. With this approach, data is gathered and analyzed simultaneously.  Existing analysis frames and codes are disregarded, and data is analyzed inductively, with new codes and frames generated from the research.

Ethnographic research

Ethnography  is a descriptive form of a qualitative study of people and their cultures. Its primary goal is to study people's behavior in their natural environment. This method necessitates that the researcher adapts to their target audience's setting. 

Thereby, you will be able to understand their motivation, lifestyle, ambitions, traditions, and culture in situ. But, the researcher must be prepared to deal with geographical constraints while collecting data i.e., audiences can’t be studied in a laboratory or research facility.

This study can last from a couple of days to several years. Thus, it is time-consuming and complicated, requiring you to have both the time to gather the relevant data as well as the expertise in analyzing, observing, and interpreting data to draw meaningful conclusions.

Narrative framework

A narrative framework is a qualitative research approach that relies on people's written text or visual images. It entails people analyzing these events or narratives to determine certain topics or issues. With this approach, you can understand how people represent themselves and their experiences to a larger audience.

Phenomenological approach

The phenomenological study seeks to investigate the experiences of a particular phenomenon within a group of individuals or communities. It analyzes a certain event through interviews with persons who have witnessed it to determine the connections between their views. Even though this method relies heavily on interviews, other data sources (recorded notes), and observations could be employed to enhance the findings.

• Qualitative research methods (tools)

Some of the instruments involved in qualitative research include:

Document research: Also known as document analysis because it involves evaluating written documents. These can include personal and non-personal materials like archives, policy publications, yearly reports, diaries, or letters.

Focus groups:  This is where a researcher poses questions and generates conversation among a group of people. The major goal of focus groups is to examine participants' experiences and knowledge, including research into how and why individuals act in various ways.

Secondary study: Involves acquiring existing information from texts, images, audio, or video recordings.

Observations:   This requires thorough field notes on everything you see, hear, or experience. Compared to reported conduct or opinion, this study method can assist you in getting insights into a specific situation and observable behaviors.

Structured interviews :  In this approach, you will directly engage people one-on-one. Interviews are ideal for learning about a person's subjective beliefs, motivations, and encounters.

Surveys:  This is when you distribute questionnaires containing open-ended questions

• What are common examples of qualitative research?

Everyday examples of qualitative research include:

Conducting a demographic analysis of a business

For instance, suppose you own a business such as a grocery store (or any store) and believe it caters to a broad customer base, but after conducting a demographic analysis, you discover that most of your customers are men.

You could do 1:1 interviews with female customers to learn why they don't shop at your store.

In this case, interviewing potential female customers should clarify why they don't find your shop appealing. It could be because of the products you sell or a need for greater brand awareness, among other possible reasons.

Launching or testing a new product

Suppose you are the product manager at a SaaS company looking to introduce a new product. Focus groups can be an excellent way to determine whether your product is marketable.

In this instance, you could hold a focus group with a sample group drawn from your intended audience. The group will explore the product based on its new features while you ensure adequate data on how users react to the new features. The data you collect will be key to making sales and marketing decisions.

Conducting studies to explain buyers' behaviors

You can also use qualitative research to understand existing buyer behavior better. Marketers analyze historical information linked to their businesses and industries to see when purchasers buy more.

Qualitative research can help you determine when to target new clients and peak seasons to boost sales by investigating the reason behind these behaviors.

• Qualitative research: data collection

Data collection is gathering information on predetermined variables to gain appropriate answers, test hypotheses, and analyze results. Researchers will collect non-numerical data for qualitative data collection to obtain detailed explanations and draw conclusions.

To get valid findings and achieve a conclusion in qualitative research, researchers must collect comprehensive and multifaceted data.

Qualitative data is usually gathered through interviews or focus groups with videotapes or handwritten notes. If there are recordings, they are transcribed before the data analysis process. Researchers keep separate folders for the recordings acquired from each focus group when collecting qualitative research data to categorize the data.

• Qualitative research: data analysis

Qualitative data analysis is organizing, examining, and interpreting qualitative data. Its main objective is identifying trends and patterns, responding to research questions, and recommending actions based on the findings. Textual analysis is a popular method for analyzing qualitative data.

Textual analysis differs from other qualitative research approaches in that researchers consider the social circumstances of study participants to decode their words, behaviors, and broader meaning. 

Learn more about qualitative research data analysis software

• When to use qualitative research

Qualitative research is helpful in various situations, particularly when a researcher wants to capture accurate, in-depth insights. 

Here are some instances when qualitative research can be valuable:

Examining your product or service to improve your marketing approach

When researching market segments, demographics, and customer service teams

Identifying client language when you want to design a quantitative survey

When attempting to comprehend your or someone else's strengths and weaknesses

Assessing feelings and beliefs about societal and public policy matters

Collecting information about a business or product's perception

Analyzing your target audience's reactions to marketing efforts

When launching a new product or coming up with a new idea

When seeking to evaluate buyers' purchasing patterns

• Qualitative research methods vs. quantitative research methods

Qualitative research examines people's ideas and what influences their perception, whereas quantitative research draws conclusions based on numbers and measurements.

Qualitative research is descriptive, and its primary goal is to comprehensively understand people's attitudes, behaviors, and ideas.

In contrast, quantitative research is more restrictive because it relies on numerical data and analyzes statistical data to make decisions. This research method assists researchers in gaining an initial grasp of the subject, which deals with numbers. For instance, the number of customers likely to purchase your products or use your services.

What is the most important feature of qualitative research?

A distinguishing feature of qualitative research is that it’s conducted in a real-world setting instead of a simulated environment. The researcher is examining actual phenomena instead of experimenting with different variables to see what outcomes (data) might result.

Can I use qualitative and quantitative approaches together in a study?

Yes, combining qualitative and quantitative research approaches happens all the time and is known as mixed methods research. For example, you could study individuals’ perceived risk in a certain scenario, such as how people rate the safety or riskiness of a given neighborhood. Simultaneously, you could analyze historical data objectively, indicating how safe or dangerous that area has been in the last year. To get the most out of mixed-method research, it’s important to understand the pros and cons of each methodology, so you can create a thoughtfully designed study that will yield compelling results.

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Qualitative Data Collection Tools Design, Development, and Applications

• Felice D. Billups - Johnson & Wales University, USA
• Description

Qualitative Data Collection Tools  is a new and unique supplementary text that will guide students and new researchers to design, develop, pilot, and employ qualitative tools in order to collect qualitative data. An often-omitted subject in general qualitative textbooks, qualitative tools form the backbone of the data collection process. Students and new researchers are frequently left to create their own qualitative tools from scratch, an unnecessary hurdle in the qualitative research design process. Author Felice D. Billups has used her experience as a qualitative researcher, and in teaching and advising students about qualitative research, to develop the templates in this book as a starting point for readers conducting original qualitative research. The author briefly describes each method of data collection and offers readers suggestions for using and adapting the qualitative instrument templates within the text. Templates of interview protocols, focus group moderator guides, content analysis tools, document analysis tools, reflective questionnaires, diary and journal logs, and observational rubrics give the reader either a cut-and-paste solution for their own research or a starting point to design their own personalized qualitative tools. The first three chapters illuminate the qualitative data collection process and the role each type of qualitative tool plays in that process. The next six chapters provide detailed guides and numerous templates for each qualitative data collection method, covering interviews, focus groups, conversation and discourse analysis, observations, document analysis, field notes, journaling, and other reflective practices. A final chapter pulls together the multifaceted nature of qualitative research design and connects each tool back to the methodology to ensure trustworthiness and rigor in the data collection and instrument development process. Exemplars populate the appendices, offering readers concrete inspiration for ways to use and adapt the tools provided.  If you have ever puzzled over how to best to design qualitative tools in order to guide and structure your qualitative data collection, or if you are embarking on your first qualitative study,  Qualitative Data Collection Tools  will give you a practical starting point to help make your qualitative data collection process easier and more organized. 

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I think that the more exposure that students have to instrumentation the more informed that can be when they build their own research studies.

[This text] offers a rich and much-needed perspective in the field of qualitative research.

A comprehensive guide for the novice and even intermediate qualitative researcher. I highly recommend this easy-to-follow textbook for anyone considering a qualitative study.

This new book fills a dire need in qualitative research--effectively and rigorously designing qualitative interview instruments and observation and artifact rubrics. (The author) has skillfully woven together necessary elements of qualitative design, research strategies, and research question development in order for researchers to operationalize their curiosities into successful, effective, and ethical research studies. I am particularly taken by the tone of the book. (The author) has written a book that challenges yet scaffolds readers to produce qualitative research studies with integrity and rigor.

This is a very practical text for doctoral students learning research, in particular for those doctoral students in professional non-traditional doctoral degree programs who have never been exposed to the process of conducting qualitative research. The text brings students through the journey of qualitative data collection and provides a how-to approach to qualitative methodology.

Practical, clear and concise, and has lots of templates for new researchers

It depends on the students research design- qualitative research design I have recommended it to student

This is a great resource

A valuable text for under and post graduates and for early career researchers. I would have liked to see a little more on the various uses of observations but otherwise a comprehensive text. Thank you.

• Covers an often-omitted subject in general qualitative textbook
• Benefits from the extensive qualitative research experience of its author
• Provides starting point templates for readers conducting original qualitative research
• Offers readers suggestions for using and adapting the qualitative instrument templates
• Ties each template back to methods and methodology to ensure trustworthiness and rigor
• Provides templates of interview protocols, focus group moderator guides, content analysis tools, document analysis tools, reflective questionnaires, diary and journal logs, and observational rubrics
• Gives the reader either a cut-and-paste solution for their own research or a starting point to design their own personalized qualitative tools.

Sample Materials & Chapters

Chapter 1. The Qualitative Data Collection Cycle

Chapter 6. Focus Group Moderator Guides

Chapter 2. Using the Research Question to Guide Qualitative Data Collection Tool

For instructors

Select a purchasing option, related products.

This title is also available on SAGE Research Methods , the ultimate digital methods library. If your library doesn’t have access, ask your librarian to start a trial .

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• Types of Interviews in Research | Guide & Examples

Types of Interviews in Research | Guide & Examples

Published on March 10, 2022 by Tegan George . Revised on June 22, 2023.

An interview is a qualitative research method that relies on asking questions in order to collect data . Interviews involve two or more people, one of whom is the interviewer asking the questions.

There are several types of interviews, often differentiated by their level of structure.

• Structured interviews have predetermined questions asked in a predetermined order.
• Unstructured interviews are more free-flowing.
• Semi-structured interviews fall in between.

Interviews are commonly used in market research, social science, and ethnographic research .

Table of contents

What is a structured interview, what is a semi-structured interview, what is an unstructured interview, what is a focus group, examples of interview questions, advantages and disadvantages of interviews, other interesting articles, frequently asked questions about types of interviews.

Structured interviews have predetermined questions in a set order. They are often closed-ended, featuring dichotomous (yes/no) or multiple-choice questions. While open-ended structured interviews exist, they are much less common. The types of questions asked make structured interviews a predominantly quantitative tool.

Asking set questions in a set order can help you see patterns among responses, and it allows you to easily compare responses between participants while keeping other factors constant. This can mitigate   research biases and lead to higher reliability and validity. However, structured interviews can be overly formal, as well as limited in scope and flexibility.

• You feel very comfortable with your topic. This will help you formulate your questions most effectively.
• You have limited time or resources. Structured interviews are a bit more straightforward to analyze because of their closed-ended nature, and can be a doable undertaking for an individual.
• Your research question depends on holding environmental conditions between participants constant.

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Semi-structured interviews are a blend of structured and unstructured interviews. While the interviewer has a general plan for what they want to ask, the questions do not have to follow a particular phrasing or order.

Semi-structured interviews are often open-ended, allowing for flexibility, but follow a predetermined thematic framework, giving a sense of order. For this reason, they are often considered “the best of both worlds.”

However, if the questions differ substantially between participants, it can be challenging to look for patterns, lessening the generalizability and validity of your results.

• You have prior interview experience. It’s easier than you think to accidentally ask a leading question when coming up with questions on the fly. Overall, spontaneous questions are much more difficult than they may seem.
• Your research question is exploratory in nature. The answers you receive can help guide your future research.

An unstructured interview is the most flexible type of interview. The questions and the order in which they are asked are not set. Instead, the interview can proceed more spontaneously, based on the participant’s previous answers.

Unstructured interviews are by definition open-ended. This flexibility can help you gather detailed information on your topic, while still allowing you to observe patterns between participants.

However, so much flexibility means that they can be very challenging to conduct properly. You must be very careful not to ask leading questions, as biased responses can lead to lower reliability or even invalidate your research.

• You have a solid background in your research topic and have conducted interviews before.
• Your research question is exploratory in nature, and you are seeking descriptive data that will deepen and contextualize your initial hypotheses.
• Your research necessitates forming a deeper connection with your participants, encouraging them to feel comfortable revealing their true opinions and emotions.

A focus group brings together a group of participants to answer questions on a topic of interest in a moderated setting. Focus groups are qualitative in nature and often study the group’s dynamic and body language in addition to their answers. Responses can guide future research on consumer products and services, human behavior, or controversial topics.

Focus groups can provide more nuanced and unfiltered feedback than individual interviews and are easier to organize than experiments or large surveys . However, their small size leads to low external validity and the temptation as a researcher to “cherry-pick” responses that fit your hypotheses.

• Your research focuses on the dynamics of group discussion or real-time responses to your topic.
• Your questions are complex and rooted in feelings, opinions, and perceptions that cannot be answered with a “yes” or “no.”
• Your topic is exploratory in nature, and you are seeking information that will help you uncover new questions or future research ideas.

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Depending on the type of interview you are conducting, your questions will differ in style, phrasing, and intention. Structured interview questions are set and precise, while the other types of interviews allow for more open-endedness and flexibility.

Here are some examples.

• Semi-structured
• Unstructured
• Focus group
• Do you like dogs? Yes/No
• Do you associate dogs with feeling: happy; somewhat happy; neutral; somewhat unhappy; unhappy
• If yes, name one attribute of dogs that you like.
• If no, name one attribute of dogs that you don’t like.
• What feelings do dogs bring out in you?
• When you think more deeply about this, what experiences would you say your feelings are rooted in?

Interviews are a great research tool. They allow you to gather rich information and draw more detailed conclusions than other research methods, taking into consideration nonverbal cues, off-the-cuff reactions, and emotional responses.

However, they can also be time-consuming and deceptively challenging to conduct properly. Smaller sample sizes can cause their validity and reliability to suffer, and there is an inherent risk of interviewer effect arising from accidentally leading questions.

Here are some advantages and disadvantages of each type of interview that can help you decide if you’d like to utilize this research method.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Student’s  t -distribution
• Normal distribution
• Null and Alternative Hypotheses
• Chi square tests
• Confidence interval
• Quartiles & Quantiles
• Cluster sampling
• Stratified sampling
• Data cleansing
• Reproducibility vs Replicability
• Peer review
• Prospective cohort study

Research bias

• Implicit bias
• Cognitive bias
• Placebo effect
• Hawthorne effect
• Hindsight bias
• Affect heuristic
• Social desirability bias

The four most common types of interviews are:

• Structured interviews : The questions are predetermined in both topic and order. 
• Semi-structured interviews : A few questions are predetermined, but other questions aren’t planned.
• Unstructured interviews : None of the questions are predetermined.
• Focus group interviews : The questions are presented to a group instead of one individual.

The interviewer effect is a type of bias that emerges when a characteristic of an interviewer (race, age, gender identity, etc.) influences the responses given by the interviewee.

There is a risk of an interviewer effect in all types of interviews , but it can be mitigated by writing really high-quality interview questions.

Social desirability bias is the tendency for interview participants to give responses that will be viewed favorably by the interviewer or other participants. It occurs in all types of interviews and surveys , but is most common in semi-structured interviews , unstructured interviews , and focus groups .

Social desirability bias can be mitigated by ensuring participants feel at ease and comfortable sharing their views. Make sure to pay attention to your own body language and any physical or verbal cues, such as nodding or widening your eyes.

This type of bias can also occur in observations if the participants know they’re being observed. They might alter their behavior accordingly.

A focus group is a research method that brings together a small group of people to answer questions in a moderated setting. The group is chosen due to predefined demographic traits, and the questions are designed to shed light on a topic of interest. It is one of 4 types of interviews .

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

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Qualitative Data Gathering Instruments and Methods

1 key concepts.

Observation – a systematic examination of events as they happen on the ground by the observer.

Observer – person examining events as they happen on the ground.

Interviewer – a person moderating an interview session.

Interviewee – person participating in an interview session.

Group Discussion – interview session with two or more participants.

Bio Data – information or data related to demographic characteristics.

Transcription – the compilation or writing down of data recoded from the research sites.

Learning Outcomes

By the end of this chapter, readers should be able to;

Describe popular data collection tools for qualitative projects.

Describe and justify ethics involved in data gathering of qualitative projects.

Understand characteristics of qualitative instruments.

Appreciate steps involved in gathering qualitative data.

Grey, a fourth year student at The University of Zambia wrote a research proposal on the challenges facing female single parents. The proposal was successfully approved by the supervisors. During a focus group discussion session with six participants, Grey asked one participant to shade light on her private affairs. The woman overreacted and pulled out of the group interview. The group interview session was eventually abandoned because three other respondents decided to pull out in solidarity.

2 Introduction

Grey’s experience during the focus group discussion should remind readers that administering group interviews may be a challenge if the interviewers are not skilled. There is therefore need for researchers to acquire proper skills for data gathering in order to avoid disappointments. The nature and structure of qualitative and quantitative research instruments and methods are totally different. Quantitative studies make use of closed ended instruments like scales, checklists, questionnaires and tests when gathering their data. The quantitative instruments are closed ended. The positivists believe in the assumption of ultimate knowledge and reality waiting to be observed. The instruments are closed ended because of their belief that knowledge is predetermined. On the other hand, the social constructionists (qualitative specialists) assume that knowledge and reality are fragile and difficult to obtain. They support the use of open ended instruments because knowledge is difficult to gather. This is the reason why qualitative researchers support the use of open ended research instruments.

There are several data gathering methods for qualitative research projects. Key among the data gathering methods are interviews, focus group discussion, observation and document analysis. These methods have their instruments that are used to collect data from the research sites. The following can be used as instruments of qualitative projects; observation guide, focus group discussion guide, interview guide, audio/video recorders and cameras.

The main objective of this chapter is to enable readers and researchers acquire practical skills of managing qualitative data gathering processes. Therefore, this section is divided into following sections;

Interview Method in Qualitative Research

Focus Group Discussion Method in Qualitative Research

Observation Method in Qualitative Research

Documentary Analysis in Qualitative Research

Question and Answer Session

Complete Chapter List

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Choosing a Qualitative Research Approach

Associated data.

Editor's Note: The online version of this article contains a list of further reading resources and the authors' professional information .

The Challenge

Educators often pose questions about qualitative research. For example, a program director might say: “I collect data from my residents about their learning experiences in a new longitudinal clinical rotation. If I want to know about their learning experiences, should I use qualitative methods? I have been told that there are many approaches from which to choose. Someone suggested that I use grounded theory, but how do I know this is the best approach? Are there others?”

What Is Known

Qualitative research is the systematic inquiry into social phenomena in natural settings. These phenomena can include, but are not limited to, how people experience aspects of their lives, how individuals and/or groups behave, how organizations function, and how interactions shape relationships. In qualitative research, the researcher is the main data collection instrument. The researcher examines why events occur, what happens, and what those events mean to the participants studied. 1 , 2

Qualitative research starts from a fundamentally different set of beliefs—or paradigms—than those that underpin quantitative research. Quantitative research is based on positivist beliefs that there is a singular reality that can be discovered with the appropriate experimental methods. Post-positivist researchers agree with the positivist paradigm, but believe that environmental and individual differences, such as the learning culture or the learners' capacity to learn, influence this reality, and that these differences are important. Constructivist researchers believe that there is no single reality, but that the researcher elicits participants' views of reality. 3 Qualitative research generally draws on post-positivist or constructivist beliefs.

Qualitative scholars develop their work from these beliefs—usually post-positivist or constructivist—using different approaches to conduct their research. In this Rip Out, we describe 3 different qualitative research approaches commonly used in medical education: grounded theory, ethnography, and phenomenology. Each acts as a pivotal frame that shapes the research question(s), the method(s) of data collection, and how data are analyzed. 4 , 5

Choosing a Qualitative Approach

Before engaging in any qualitative study, consider how your views about what is possible to study will affect your approach. Then select an appropriate approach within which to work. Alignment between the belief system underpinning the research approach, the research question, and the research approach itself is a prerequisite for rigorous qualitative research. To enhance the understanding of how different approaches frame qualitative research, we use this introductory challenge as an illustrative example.

The clinic rotation in a program director's training program was recently redesigned as a longitudinal clinical experience. Resident satisfaction with this rotation improved significantly following implementation of the new longitudinal experience. The program director wants to understand how the changes made in the clinic rotation translated into changes in learning experiences for the residents.

Qualitative research can support this program director's efforts. Qualitative research focuses on the events that transpire and on outcomes of those events from the perspectives of those involved. In this case, the program director can use qualitative research to understand the impact of the new clinic rotation on the learning experiences of residents. The next step is to decide which approach to use as a frame for the study.

The table lists the purpose of 3 commonly used approaches to frame qualitative research. For each frame, we provide an example of a research question that could direct the study and delineate what outcomes might be gained by using that particular approach.

Methodology Overview

How You Can Start TODAY

• 1 Examine the foundations of the existing literature: As part of the literature review, make note of what is known about the topic and which approaches have been used in prior studies. A decision should be made to determine the extent to which the new study is exploratory and the extent to which findings will advance what is already known about the topic.
• 2 Find a qualitatively skilled collaborator: If you are interested in doing qualitative research, you should consult with a qualitative expert. Be prepared to talk to the qualitative scholar about what you would like to study and why . Furthermore, be ready to describe the literature to date on the topic (remember, you are asking for this person's expertise regarding qualitative approaches—he or she won't necessarily have content expertise). Qualitative research must be designed and conducted with rigor (rigor will be discussed in Rip Out No. 8 of this series). Input from a qualitative expert will ensure that rigor is employed from the study's inception.
• 3 Consider the approach: With a literature review completed and a qualitatively skilled collaborator secured, it is time to decide which approach would be best suited to answering the research question. Questions to consider when weighing approaches might include the following:
• • Will my findings contribute to the creation of a theoretical model to better understand the area of study? ( grounded theory )
• • Will I need to spend an extended amount of time trying to understand the culture and process of a particular group of learners in their natural context? ( ethnography )
• • Is there a particular phenomenon I want to better understand/describe? ( phenomenology )

What You Can Do LONG TERM

• 1 Develop your qualitative research knowledge and skills : A basic qualitative research textbook is a valuable investment to learn about qualitative research (further reading is provided as online supplemental material). A novice qualitative researcher will also benefit from participating in a massive online open course or a mini-course (often offered by professional organizations or conferences) that provides an introduction to qualitative research. Most of all, collaborating with a qualitative researcher can provide the support necessary to design, execute, and report on the study.
• 2 Undertake a pilot study: After learning about qualitative methodology, the next best way to gain expertise in qualitative research is to try it in a small scale pilot study with the support of a qualitative expert. Such application provides an appreciation for the thought processes that go into designing a study, analyzing the data, and reporting on the findings. Alternatively, if you have the opportunity to work on a study led by a qualitative expert, take it! The experience will provide invaluable opportunities for learning how to engage in qualitative research.

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What Are Qualitative Instruments?

Qualitative instruments are used in investigative qualitative research . This type of research is different from quantitative research because the researcher is a large part of the process and can be considered one of the qualitative instruments. Other types of qualitative instruments include focus groups, interviews, and documentary analysis. In addition, narratives are utilized as well as observation by the researcher in the field. The data is analyzed using different methods to produce information that is in the form of words or images and can be coded for further analysis.

The researcher is considered one of the major qualitative instruments in this type of research, as he or she is a large part of the process. When the researcher conducts an interview or observes a party, he or she is affecting and becoming involved in the situation. This is different from quantitative research that aims to be objective instead of subjective by utilizing instruments that have been normed on previous populations. A qualitative researcher generally develops the questions that he or she asks before the study begins, as the aim in qualitative research is to get a personal look at the subject, or subjects, being studied.

Interviews are often important instruments in qualitative research, and they can be done in both structured and unstructured ways. Structured interviews include a set of questions that the researcher has formulated beforehand. Unstructured interviews allow the researcher and subject to simply talk with one another and share information in an informal atmosphere. Focus groups are used to get a group talking about a certain subject while the members are under observation. This is a helpful instrument if a researcher wants to get more than one person's ideas at one time, or to see the interaction amongst members of the group.

Another of the major qualitative instruments is field observation, which is done by the researcher when the subject is in a seemingly normal setting. For example, a child playing with toys or other children could be observed with a video camera and the content analyzed at a later time. Narrative is another instrument often used, which allows the subject to tell a story or write something down that he or she gives to the researcher. This allows the subject to relay information completely in his or her own words that can be analyzed later for themes or trends. Analysis of old videos and objects can also be utilized as qualitative instruments.

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• By: milanmarkovic78 Focus groups may be used to determine qualitative factors that play a part in a specific opinion.

The Researcher as an Instrument

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Part of the book series: Advances in Intelligent Systems and Computing ((AISC,volume 1068))

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In qualitative research, there are many different sources of data. Qualitative research data are collected using many different methods. Interestingly, one of these data collection methods is the researcher himself or herself. This is the reason why most experts consider the researcher as an instrument. The question always asked is “What does it really mean?” This chapter explains what it is and what is expected from the researcher in his or her role as an instrument throughout a qualitative research study. The ethical considerations pertaining to this important role are also discussed. This chapter is meant to bring this important role to everyone’s awareness so that rigor in qualitative research can be fostered.

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Wa-Mbaleka, S. (2020). The Researcher as an Instrument. In: Costa, A., Reis, L., Moreira, A. (eds) Computer Supported Qualitative Research. WCQR 2019. Advances in Intelligent Systems and Computing, vol 1068. Springer, Cham. https://doi.org/10.1007/978-3-030-31787-4_3

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ORIGINAL RESEARCH article

This article is part of the research topic.

Sustainable and Resilient Food Systems in Times of Crises

State school catering in Italy during the COVID-19 pandemic: a qualitative study Provisionally Accepted

• 1 Research Institute on Sustainable Economic Growth, National Research Council, Italy

The final, formatted version of the article will be published soon.

The complex value of school meals for children and families is well documented. In Italy, school cafeterias have been an instrument of social policy since the end of the Second World War. Thereafter, school cafeterias have acquired several functions in the areas of children's health and well-being, education, social inclusion, support to local and quality agriculture, and environmental sustainability. In particular, the goal of a nutritious and balanced diet has been emphasized in recent decades, since malnutrition and food insecurity have been increasing in Italian society. During the pandemic, Italy was the first European country to implement a nationwide lockdown and one of the high-income countries where schools closed for the longest period. In this work, we use in-depth interviews with representatives of the school food catering service, both from the major catering companies and the biggest municipalities, to analyze what happened in the management of the Italian school catering service during the pandemic crisis. In addition, a review of public recommendations issued during the pandemic has made it possible to analyze their compliance with the state guidelines for school catering and food education. The results highlight how the system reacted extremely slowly to the crisis and how the measures taken led to a deterioration of the value that has always been attributed to state school cafeterias, especially in terms of children's food security and environmental sustainability.

Keywords: School cafeterias, service management, COVID-19 pandemic, School closures, Food security, Italy

Received: 16 Feb 2024; Accepted: 15 Apr 2024.

Copyright: © 2024 Pagliarino. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) or licensor are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

* Correspondence: Dr. Elena Pagliarino, Research Institute on Sustainable Economic Growth, National Research Council, Turin, Italy

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