Chapter5 Validity and Reliability

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    RELIABILITY AND VALIDITY

    LOUIS COHEN, LAWRENCE MANION

    & KEITH MORRISON

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    STRUCTURE OF THE CHAPTER

    Defining validity Validity in quantitative research

    Validity in qualitative research

    Types of validity Triangulation

    Ensuring validity

    Reliability Reliability in quantitative research

    Reliability in qualitative research

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    STRUCTURE OF THE CHAPTER

    Validity and reliability in interviews

    Validity and reliability in experiments

    Validity and reliability in questionnaires

    Validity and reliability in observations

    Validity and reliability in tests

    Validity and reliability in life histories

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    VALIDITY IN QUANTITATIVE AND

    QUALITATIVE RESEARCH

    Validity in quantitative research often

    concerns: objectivity, generalizability,

    replicability, predictability, controllability,homothetic statements.

    Validity in qualitative research often

    concerns: honesty, richness, authenticity,

    depth, scope, subjectivity, strength of feeling,

    catching uniqueness, idiographic statements.

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    Concurrent Consequential

    Construct

    Content Criterion-related

    Convergent & discriminant

    Cross-cultural Cultural validity

    Descriptive

    Catalytic

    Ecological Evaluative

    External

    Face Internal

    Interpretive

    Jury Predictive

    Systemic

    Theoretical

    TYPES OF VALIDITY

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    VALIDITY IN QUANTITATIVE RESEARCH

    Concurrent

    Construct

    Content

    Criterion-related

    Convergent & discriminant

    Cross-cultural

    Evaluative

    External

    Face

    Internal

    Jury

    Predictive

    Theoretical

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    DIRECTION

    OF CAUSALITY

    MATURATION

    TESTING

    THREATS TOVALIDITY AND

    RELIABILITY

    TYPE 1 AND

    TYPE 2

    ERRORS

    INSTRUMENT-

    ATION

    OPERATIONAL-

    IZATION

    REACTIVITY

    HISTORY

    EXPERIMENTAL

    MORTALITY

    CONTAMIN-

    ATION

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    ESTABLISHING VALIDITY IN

    QUALITATIVE RESEARCH Prolonged engagement inthe field

    Persistent observation

    Triangulation

    Leaving an audit trail

    Respondent validation

    Weighting the evidence (giving priority)

    Checking for representativeness

    Checking for researcher effects Making contrast/comparisons

    Theoretical sampling

    Checking the meaning of outliers

    Using extreme cases

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    ESTABLISHING VALIDITY IN

    QUALITATIVE RESEARCH Ruling out spurious relations

    Replicating a finding

    Referential adequacy

    Following up surprises

    Structural relationships

    Peer debriefing

    Rich and thick description

    Looking for possible sources of invalidity Assessing rival explanations

    Negative case analysis

    Confirmatory data analysis

    Effect sizes

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    THREATS TO EXTERNAL VALIDITY

    IN QUANTITATIVE RESEARCH

    Failure to describe independent variables explicitly

    Lack of representativeness of available and target

    populations

    Hawthorne effect

    Inadequate operationalizing of dependent variables

    Sensitization/reactivity to experimental/research conditions

    Interaction effects of extraneous factors and experimental/

    research treatments

    Invalidity or unreliability of instruments

    Ecological validity

    Multiple treatment validity

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    THE HAWTHORNE EFFECT

    Between 1927 and 1932 researchers carried out

    experiments at the Western Electric Companys

    Hawthorne plant.

    Purposes: To examine the effects of changes of

    working conditions on output of workers Sample: Six women, chosen as average workers

    Method: Women worked in a test room. Output

    measured under different conditions (e.g. no change

    change to method of payment introduce tworest periods introduce six rest periods

    changes in lighting conditions, early clocking-off,

    five-day working week return to initial conditions

    Duration: 15 weeks

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    THE HAWTHORNE EFFECT

    Results: Output rose steadily during testperiod and after the test period.

    Conclusion: Output did not seem to depend

    on test conditions. Increased output seemedto be due to the fact that the people had been

    involved in the experiment itself, i.e. the act of

    research had affected the results. The

    results were a research of the research itself. Implications: The act of being involved in

    research itself affects the results.

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    THREATS TO EXTERNAL VALIDITY

    IN QUALITATIVE RESEARCH Selection effects Setting effects

    History effects

    Construct effects

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    ENSURING VALIDITY AT THE

    DESIGN STAGE

    Choose an appropriate time scale;

    Ensure adequate resources for the research

    Select appropriate methodology Select appropriate instruments

    Use an appropriate sample

    Ensure reliability Select appropriate foci

    Avoid having biased researcher(s)

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    ENSURING VALIDITY AT THE

    DATA COLLECTION STAGE

    Reduce the Hawthorne effect

    Minimize reactivity

    Avoid drop-out rates amongst respondents

    Take steps to avoid non-return of questionnaires Avoid too long or too short an interval between pre-tests

    and post-tests

    Ensure inter-rater reliability

    Match control and experimental groups Ensure standardized procedures for gathering data

    Build on the motivations of respondents

    Tailor instruments to situational factors

    Address researchercharacteristics

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    ENSURING VALIDITY AT THE

    DATA ANALYSIS STAGE

    Use respondent validation; Avoid subjective interpretation of data

    Reduce the halo effect

    Use appropriate statistical treatments

    Recognize extraneous factors which may affect data

    Avoid poor coding of qualitative data

    Avoid making inferences/generalizations beyond the data

    Avoid equating correlations and causes Avoid selective use of data

    Avoid unfair aggregation of data

    Avoid degrading the data;

    Avoid Type I and/or Type II errors

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    ENSURING VALIDITY AT THE

    DATA REPORTING STAGE

    Avoid using data selectively and unrepresentatively

    Indicate the context and parameters of the

    research

    Present the data without misrepresenting the

    message

    Make claims which are sustainable by the data

    Avoid inaccurate or wrong reporting of data Ensure that the research questions are answered

    Release research results neither too soon nor too

    late

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    RELIABILITY IN QUANTITATIVE

    AND QUALITATIVE RESEARCH

    Reliability in quantitative research:

    consistency (stability), accuracy,predictability, equivalence, replicability,concurrence, descriptive and causalpotential.

    Reliability in qualitative research:

    accuracy, fairness, dependability,comprehensiveness, respondent validation,checkability, empathy, uniqueness,explanatory and descriptive potential,confirmability.

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    Reliability as stability:

    Consistency over time and samples;

    Reliability as equivalence:

    Equivalent forms of same instrument;

    Inter-rater reliability;

    Reliability as internal consistency:

    Split half reliability (e.g. for test items)

    TYPES OF RELIABILITY IN

    QUANTITATIVE RESEARCH

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    TRIANGULATION

    Methodologies

    Instruments

    Researchers

    Time Location

    Theories

    Samples Participants

    Data

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    SPLIT-HALF RELIABILITY

    (Spearman-Brown)Reliability =

    r = the actual correlation between the two halvesof the instrument (e.g. 0.85);

    Reliability = = = 0.919

    r

    r

    12

    85.01

    )85.0(2

    185

    70.1

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    RELIABILITY IN QUALITATIVE

    RESEARCH

    Credibility

    Neutrality

    Confirmability Dependability

    Consistency

    Applicability Trustworthiness

    Transferability

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    RELIABILITY AND REPLICATIONIN QUALITATIVE RESEARCH

    Repeat: The status position of the researcher

    The choice of informants/respondents

    The social situations and conditions

    The analytic constructs used

    The methods of data collection and analysis

    Address: Stability of observations

    Parallel forms

    Inter-rater reliability

    Respondent validation

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    IMPROVING RELIABILITY

    Minimise external sources of variation; Standardise conditions under which

    measurement occurs;

    Improve researcher consistency;

    Broaden the sample of measurementquestions by:

    a) adding similar questions to theinstrument;

    b) increasing the number of researchers(triangulation);

    c) increasing the number of occasions inan observational study.

    Exclude extreme responses (outliers).

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    RELIABILITY AND VALIDITY AT

    ALL STAGES Design and methodology

    Sampling

    Instrumentation

    Timing

    Data collection

    Data analysis

    Data reporting