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    MIXEDMIXED METHODMETHOD

    APPROACHAPPROACHby

    Prof. Philip AE Serumaga-ZakeUNISA SBL

    March 23, 2010

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    QUALITATIVE APPROACHQUALITATIVE APPROACH

    Refers to research that:

    focus on phenomena that occur in natural settings real world

    involve studying those phenomena in all their complexities (Leedy and Ormrod,

    2010).

    Qualitative researchers normally try to portray issues in their multifacetedforms.

    Often formulate general research problems or ask general questions at the

    beginning and so, cannot know the right methods to use, but with time, as they

    come to learn more and more about the phenomenon, they tend to ask specific

    questions, formulate specific hypotheses and know better specific methods to

    apply.Qualitative researchers must be well trained in observation and interviewing

    strategies, with a firm grasp of previous research

    With qualitative research, there is no quick and easy answers like yes, no

    answers.

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    What is Qualitative Research?

    Often uses multiple forms of data

    Takes a great deal of time

    The researcher should record any potentially useful data thoroughly,

    accurately and systematically, using field notes, audiotapes, sketches,

    photographs, etc.

    Often researchers use non-random purposive samples for which key

    informants give most of the information being sought.

    Normally small non-random samples are used

    The researcher/interviewer is an integral part of the investigationIt is subjective but the truth is being sought

    It is holistic and contextual

    Normally in-depth interviewing and observation are used to collect data

    Uses inductive rather than deductive process to derive themes or patterns

    Thematic categorization of data, narrative description and content analysis

    including coding are used in data analysis and reporting the study resultsQualitative researchers aim to gather an in-depth understanding ofhuman

    behaviourand the reasons for such behaviour.

    Qualitative research aim to describe systematically observations of social

    behaviourwith no preconceived hypotheses to be tested (Rubin & Babbie,

    1993).

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    Hypotheses emerge from the observation and interpretation of human

    behaviour, leading to further observations and the generation of new

    hypotheses for exploration.The interviewer is an integral part of the investigation making the

    research subjective.

    Qualitative research uses detailed descriptions from the perspective of the research

    participants themselves as a means of examining specific issues and problems under

    study.

    Qualitative approaches have the advantages of flexibility, in-depth analysis,and the potential to observe a variety of aspects of a social situation

    (Babbie, 1986).

    By developing and using questions on the spot in (a face-to-face interview),

    a qualitative researcher can gain a more in-depth understanding of the

    respondent's beliefs, attitudes, or situation.

    During the interview, observational data can be of particular value when a

    respondent's body language runs counter to the verbal response given to an

    interview question.

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    Gilgun (1990) suggested these steps of doing a qualitative research:

    1. Identification of the area under investigation

    2. Literature review - Drawing on the theoretical and research literature, suchquestions may be formulated and organized in advance to address a specific

    research topic.

    3. Selection of variables or parameters of study

    4. Collection of data

    5. Comparison of patterns of first case with those of second case6. Development of working hypothesis as common patterns emerge across

    interviews

    7. Formulation of additional questions and modification of questions, based

    on analysis

    8. Continuation of theoretical sampling

    9. Review of relevant literature when patterns appear to stabilize10.Linking of relevant literature to the empirically grounded hypotheses

    11.Testing of theoretical formulations derived from preceding step

    12.Revision of theoretical formulations as needed to fit empirical patterns in

    each subsequent step.

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    y Produces more in-depth, comprehensive information.

    y Uses subjective information and participant

    observation to describe the context, or natural setting,of the variables under consideration, as well as the

    interactions of the different variables in the context.

    y It seeks a wide and deep understanding of the entire

    situation.

    Disadvantages of qualitative research

    y The very subjectivity of the inquiry leads to difficulties in establishing the

    reliability and validity of the approaches and information.

    y It is very difficult to prevent or detect researcher induced bias.

    y Its scope is limited due to the in-depth, comprehensive data gathering

    a roaches re uired.

    The process ends when the researcher reaches theoretical saturation,

    the point at which no new data are emerging (see also Glaser & Strauss,

    1967). Through this procedure emerging theories are grounded in data and

    are linked to other theories and research (Gilgun, 1992).

    Advantages of qualitative research

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    Methods ofData Collection

    Methods include interviews and focus group discussions, observation(Participant Observation, Non-participant Observation), field notes, various

    texts, pictures, and other materials.

    Structured interviews

    Limited time and financial resources may lead some qualitative researchers

    to pursue other data collection techniques, such as a structured interview

    schedule with open-ended questions.

    Qualitative Research Designs (Leedy & Ormrod, 2005)

    Case study

    Ethnography

    Phenomenological study

    Grounded theory studyContent analysis

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    We dig deep to get a complete understanding of the phenomenon.

    We collect different forms of data and examine them from various angles

    to construct a rich and meaningful picture of a complex, multifaceted

    situation - triangulation.

    Note: There are several different research designs to use but they: all focus on a phenomenon in its natural setting in the real world.

    involve studying the phenomenon in all its complexity in a multifaceted

    and all its dimensions.

    The researcher must keep his/her perceptions, impressions and biases to

    him/herself. What matters is to get the truth.

    In the academic social sciences the most frequently used qualitativeresearch approaches include the following:Ethnographic Research, used for investigating cultures by collecting anddescribing data that is intended to help in the development of a theory.Grounded Theory, an inductive type of research, based or grounded in

    the observations or data from which it was developed; it uses a variety ofdata sources, including quantitative data, review of records, interviews,observation and surveys.Phenomenological Research, describes the subjective reality of anevent, as perceived by the study population; it is the study of aphenomenon.

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    Data analysis

    Interview questions and responses are typically tape-recorded and then

    transcribed verbatim before analysis is begun.

    Qualitative researchers often categorize data into patterns as theprimary basis for organizing and reporting results.

    Narrative descriptions of data collected through interviews, observations,

    and case records are also used in qualitative analysis.

    Content analysis is often used in qualitative and quantitative researchmethods.

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    When to use qualitative approach?

    Purposes:

    Description of situations, settings, processes, relationships or people

    Interpretation enables researchers:

    oTo gain new insights about a particular phenomenon

    oDevelop new concepts or theoretical perspectives about a phenomenon, or

    oDiscover the problems that occur within the phenomenon

    Verification to test the validity of certain assumptions, claims, theories or

    generalizations within real-world.Evaluation provides means through which a researcher can assess the

    effectiveness of a policy, programme, practice or innovation

    Note: Qualitative research cannot address cause-and-effect relationships or questions

    like, why did such and such happen? You need quantitative research, especially

    experiments.

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    Qualitative Research DesignsQualitative Research Designs

    1. A case study

    - A particular individual programme or event is studied in depth for a specifiedperiod of time

    e.g., a medical researcher studying the nature and treatment of a rare illness for a

    particular patient or strategies a teacher uses to teach his/her school children

    - can be generalized to similar situations or environments

    - sometimes researchers study 2 or more cases for comparison, build a theory or

    generalizations

    - may be suitable for learning more about a little known or poorly understood

    situations or investigating how an individual or programme changes over time

    - case studies can be useful to generate or provide preliminary support for

    hypotheses

    Note:T

    he problem is generalization is not easy

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    Method

    Site-based fieldwork

    P

    rolonged engagement in the groups natural settingThe researcher observe and record processes

    First step is to gain access to the site

    The research must often go thru a gatekeeper, e.g., tribal chief, a principal

    After gaining entry into the site, the researcher must establish rapport with and gain

    trust of the people being studied

    Researcher must be open about why he/she is there. This is ethical.Informed consent is important

    A big net approach, intermingling with everyone and getting overall sense of the

    social and cultural context

    It requires considerable patience and tolerance

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    Gradually, the researcher identifies key informants who can provide the necessary

    information and insights relevant to the research question and can facilitate contacts

    with other helpful individualsSometimes the researcher engages in participant observation, becoming immersed

    in the daily life of the people.

    Throughout the fieldwork, the researcher must be a careful observer, interviewer

    and listener

    Lengthy conversations and significant events can be recorded using audiotapes and

    videotapes.The researcher may also collect artifacts (e.g., tools, ritualistic implements, artistic

    creations) and records (e.g., accounting ledgers, personal journals, etc) from the

    group.

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    3. Phenomenological study

    Phenomenology refers to a persons perception of the meaning of an event, as

    opposed to the event as it exists external to the person.

    It is a study that attempts to understand peoples perceptions, perspectives, and

    understandings of a particular situation.

    E.g., a researcher might study the experiences of people caring for a dying relative,

    living in abusive relationship, etc

    Sometimes the researcher wants to gain a betterunderstanding of the experience

    related to a phenomenon. By looking at multiple perspectives on the same

    situation, the researcher can make some generalizations.

    Method

    Depends almost exclusively on lengthy interviews (say, 1 to 2 hours) with a

    carefully selected sample of participants. Say, 5 to 25 individuals, all of whom

    have had direct experience with the phenomenon being studied (Creswell, 1998).

    Often a very unstructured interviewsThe researcher listens closely as participants describe their everyday experiences

    A typical interview looks more like informal conversation, with the participant

    doing most of the talking and the researcher doing most of the listening.

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    Grounded theory study

    Least likely to begin from a particular theoretical framework.

    Main purpose is to begin with the data and use them to develop a theory

    The study uses a prescribed set of procedures for analysing data and

    constructing a theoretical model from them

    Typically, the study focuses on a process (including peoples actions and

    interactions) related to a particular topic, with the ultimate goal of developing a

    theory about that process (Creswell, 2008).

    E.g., to study childrens eating habits, college students thoughts and feelings during

    classroom discussions, and workers stress levels in public service agencies.

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    Method

    Data collection is field-based, flexible, and likely to change over the course of the

    study.

    Interviews typically play a major role in data collection, but observations,documents, historical records, videotapes, and anything else of potential relevance to

    the research question may also be used.

    Like in the case of the other designs, data analysis begins almost immediately the

    researcher develops categories to classify the data.

    Subsequent data collection is aimed at saturating the categories in essence,

    learning as much about them as possible and at finding any disconfirming evidence

    that may suggest revisions in the categories identified or interrelationships among

    them.

    The process of moving back and forth between data collection and data analysis,

    with data analysis driving later data collection, is sometimes called the constant

    comparative method.The theory that ultimately evolves is one that includes numerous concepts and

    interrelationships among those concepts

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    Content analysis

    A detailed and systematic examination of the contents of a particular material

    for the purpose ofidentifying patterns, themes or biases.Typically performed on forms of communication, including books, newspaper,

    films, television, art, music, videotapes, transcripts of conversations, etc.

    The researcher defines a specific research problem or question at the very

    beginning.

    E.g. Do contemporary television commercials reflect traditional gender stereotypes?

    Method

    Identify the specific body of material to be studied

    Define the characteristics or qualities to be examined in precise concrete terms

    Etc

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    When to choose a qualitative method

    Qualitative research serves the following purposes:

    Descriptive reveal nature of certain situations, settings, processes,

    relationships, system or people.Interpretation to gain new insights about a phenomenon, develop new

    concepts and theoretical perspectives, etc and discover the problem that

    exists within the phenomenon.

    Verification it allows the researcher to test the validity of certain

    assumptions, claims, theories or generalizations within the real world

    Evaluation a means through which a researcher can assess theeffectiveness of a particular policy, programme, practice or innovation. For

    e.g., understanding how and why programme outcomes are not achieved.

    Programme evaluation studies involving the qualitative approach focus on

    participants' perceptions and their experiences in the programme (Bogdan &

    Taylor, 1990; Patton, 1990; Rubin & Babbie, 1993).

    Tries to paint a picture of a given situation by addressing questions: who,

    what, when, where and how. For e.g., an economic or employment situation

    in SA

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    Note:

    Qualitative studies normally take long time periods, e.g. months and years

    They do not normally give quick and easy answers to research questionsQualitative studies are subjective and it is difficult for other researchers to

    repeat the studies, let alone to evaluate the studies in terms of the researcher

    biases.

    Unlike for a quantitative study, in the case of a qualitative research, the

    researcher is the data collection instrument

    Purposive sampling based on previous research is normally usedQualitative approach is weak at investigating relationships between

    phenomena and predicting phenomena

    Generalizations tend to be impossible because they normally use

    nonrandom and small sample sizes

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    QUANTITATIVE APPROACHQUANTITATIVE APPROACH

    Uses mathematics and statistical methods to study phenomena.

    Often used to study relationships between variables or phenomena and topredict

    Uses statistical methods to test hypotheses

    It is more objective than the qualitative approach

    Its designs are mostly:

    Experiments, and

    Research surveys.

    Quantitative studies normally use large sample sizes, randomly selected

    subjects and representative samples

    Randomization of any experimental groups is essential, and a control

    group should be included, wherever possible.

    A sound quantitative design should only manipulate one variable at a time,or statistical analysis becomes difficult and open to question.

    Ideally, the research should be constructed in a manner that allows other

    researchers to repeat the experiment or study and obtain similar results.

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    Advantages

    Using a quantitative research design is an excellent way of finalizing results

    and proving or disproving a hypothesis.

    The structure is standard across many scientific fields and disciplines.After a statistical analysis of the data, a comprehensive answer is reached,

    and the results can be legitimately discussed and published.

    Quantitative studies try to filter out external factors (if properly designed), and

    so the results gained can be seen as real and unbiased.

    Scientific experiments are useful for testing the data gained by a series of

    qualitative experiments, leading to a final answer, and a narrowing down ofpossible directions for follow up research to take.

    Disadvantages

    Quantitative studies must be carefully planned to ensure that there is

    complete randomization and correct designation ofcontrol groups.

    Quantitative studies usually require extensive statistical analysis.

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    Experiment

    regarded as the most accurate and unequivocal standard for testing a

    hypothesis.generates good statistical data.

    manipulates one or more variables to generate analyzable data.

    should be designed with laterstatistical tests in mind, by making sure that

    the experiment has controls and a large enough sample group to provide

    statistically valid results.

    Every true experimental design must have a hypothesis to test as the

    ultimate aim of any experiment.

    The precursor to a hypothesis is a research problem, usually framed as a

    question. It might ask what, or why something is happening.

    Experiments are sometimes referred to as true science. They use

    traditional mathematical and statistical means to measure and analyse dataconclusively.

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    The Basics

    With most true experiments, the researcher is trying to establish a causal

    relationship between variables, by manipulating an independent variable to

    assess its effect upon dependent variables.Random groups are the best way of ensuring that the groups are as

    identical as possible.

    The basis of conducting an experiment

    With an experiment, the researcher is trying to learn something new about

    the world, an explanation of why something happens.

    This method of study is especially useful for trying to test theoreticalmodels by using them in real world situations.

    Interpretation

    The observations are often referred to as 'empirical evidence' and the

    logic/thinking leads to the conclusions.

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    2. Survey Research Design

    A Survey

    Five preliminary steps that should be taken when embarking on a research project

    can be identified.T

    hey are:choose a topic

    review the literature

    determine the research question or objectives

    develop a hypothesis, and

    operationalise, that is, find the suitable research methodology and use it to

    implement the research plan to answer the research question or to achieve pre-determined objectives of the study.

    Two additional considerations that are very crucial, namely:

    designing a representative sample randomly selected, and

    a questionnaire to be used to collect data.

    By a representative sample, we mean an accurate proportional representation

    of the population under study.In this sample, every characteristic in the population should be well or fairly

    represented.

    In other words, to obtain reliable results on the characteristics of interest of the

    population, a sample, through the process of randomization should in all relevant

    respects be a true image or reflection of the target population.

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    Longitudinal Study

    A longitudinal study is observational research performed over a period

    of years or even decades, and allows social scientists and economists to

    study long-term effects in a human population.A cohort study is a subset of the longitudinal study because it observes

    the effect of a factor or variable on a specific group of people over time.

    There are two main sub-types of cohort study, the retrospective and the

    prospective cohort study.

    The major difference: retrospective looks at phenomena that have

    already happened, whilst the prospective type starts from the present.Trend studies focus on a particular population, which is sampled and

    scrutinized repeatedly.

    An example of a trend study is an annual survey of the average hourly earnings

    of workers in the manufacturing industry in South Africa over a long period of

    time.

    A trend line is then fitted to the data.

    While samples are of the same population, they are typically not composed of

    the same people.

    Several data from several studies of the same population (not necessarily done

    by the same researcher) may be combined to investigate the trend of the

    characteristic (or variable) of interest.

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    Cohort studies also focus on a particular population sampled and studied more

    than once.

    For example, a sample of the 2010 first-year students at the SBL could be

    questioned regarding their attitude toward the library staff.Two years later, the researcher could question another sample of the same 2010

    first-year students and study any changes in attitude.

    Note: If after the two years, the 2012 first-year students were studied, the study

    would be a trend study instead.

    Retrospective Cohort StudyThe retrospective case study is historical in nature. The researcher looks

    at historical data to judge the effects of the variable.

    It is a lot easier than the prospective, but there is no control, and

    confounding variables can be a problem, as the researcher cannot easily

    assess the lifestyle of the subject.

    A retrospective study is a very cheap and effective way of studyinghealth risks or the effects of exposure to pollutants and toxins.

    It gives results quickly, at the cost ofvalidity, because it is impossible to

    eliminate all of the potentially confounding variables from historical

    records and interviews alone.

    Note: Secondary data can be used here

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    Prospective Cohort Study

    In a prospective cohort study, the effects of a certain variable are plotted

    over time, and the study becomes an ongoing process.

    To maintain validity, all of the subjects must be initially free of the

    condition tested for.

    Ambidirectional Cohort Study

    The ambidirectional cohort study is the ultimate method, combining

    retrospective and prospective aspects.

    The researcher studies and analyzes the previous history of the cohortsand then continues the research in a prospective manner.

    This gives the most accurate results, but is an extremely difficult

    undertaking, costing time and a great deal of money.

    The ambidirectional study shares one major drawback with the

    prospective study, in that it is impossible to guarantee that any data can

    be followed up, as participants may decline to participate or dieprematurely.

    These studies need to look at very large samples to ensure that any

    attributional losses can be absorbed by the statistics

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    Panel studies allow the researcher to find out why changes in the population are

    occurring since they use the same sample of people every time.

    T

    hat sample is referred to as a panel.A researcher could for example, select a sample of the SBL students and asks

    them questions on their future work expectations.

    Every year thereafter, the researcher would contact the same people and ask

    them similar questions and ask them the reasons for any changes in their

    expectations.

    Panel studies suffer from attrition, that is, people drop out of the study forvarious reasons, for example, moving away from the area of study, dying,

    deciding not to participate in the subsequent surveys, etc.

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    Mail

    This does not necessarily mean using the postal service; this includes

    delivering it physically.

    This is a good way of targeting a certain section of people and isexcellent if you need to ask personal or potentially embarrassing

    questions.

    The problems with this method are that you cannot be sure of how many

    responses you will receive until a long time period has passed.

    Structuring andD

    esigning the QuestionnaireThe design of your questionnaire depends very much upon the type of

    survey and the target audience.

    If you are asking questions face to face it is easy to explain if people are

    unsure of a question.

    On the other hand, if your questionnaire is going to include many

    personal questions then mailing methods are preferable.You must keep your questionnaire as short as possible; people will either

    refuse to fill in a long questionnaire or get bored halfway through.

    If you do have lots of information then it may be preferable to offer

    multiple-choice or rating questions to make life easier.

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    Statistical data Sets

    These are a collection of data - maintained in an organized form.

    The basis of any statistical analysis has to start with the collection of

    data, which is then analyzed using statistical tools.

    Therefore statistical data sets form the basis from which statistical

    inferences can be drawn.

    Statistical data sets may record as much information as is required by

    the experiment or survey.

    For example, to study the relationship between height and age, onlythe measures of these two variables might be recorded in the data set.

    Creating a statistical data set is only the first step in research.

    The interpretation and validity of the inferences drawn from the data is

    what is most important.

    The next step is to devise which statistical test you are going to use

    and start to enter some numbers to judge the significance of your data.

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    USE OF MIXED METHODSUSE OF MIXED METHODS

    How to choose an approach or method

    Depends on the research questions and the research skill of theresearcher.

    Appropriateness ofMethod

    Some methods are better suited to a study of certain research questions than

    others. Some might even be totally inappropriate to your research question.

    So type of research methodology depends on:

    Research Questions/problem

    Variables qualitative or quantitative

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    Type of data nominal, ordinal, interval or ratio

    1. Nominal-scaled data

    These are mainly qualitative and assigned to a number of categories of equal importance,

    for example, gender [male, female].2. Ordinal-scaled data

    Ordinal-scaled data are mainly qualitative and assigned to coded categories. Ranking is

    implied between categories, for example, Class [1st years, 2nd years, 3rd years, Honours].

    3. Interval-scaled data

    These are quantitative; they possess both order and distance but no origin, for example,

    IQ scores and temperature (say, in degrees Centigrade).

    4. Ratio-scaled data

    Ratio-scaled data are quantitative with a zero origin, for example, age, height and weight.

    They possess all the properties of the other data types. Ratio is regarded as the

    strongest level of data and nominal the weakest.

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    When the phenomenon being investigated is not well understood, a

    qualitative research can be used first to generate preliminary hypotheses,

    and then quantitative research is used to test specific hypotheses.

    For comprehensive studies, it is better to use both approaches (i.e.

    qualitative and quantitative), a situation where, the quantitative method

    helps to test hypotheses and to make the study more objective and the

    qualitative method helps to give a complete understanding or in-depth

    information on the phenomenon being studied in all its dimensions.

    Complex studies, having many different research questions may use

    both approaches to answer particular questions or to address particular

    research problems.

    E.g., poverty is multidimensional in nature, i.e., it has social, political and

    economic dimensions. So, a poverty study may need both approaches to

    be studied a situation where the qualitative research methods are usedto investigate the social and political issues and help the voice of the poor

    to be heard and quantitative methods are used to study the economic

    issues.

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    Normally a semi-structured questionnaire is used to include both

    closed and open-ended questions.

    Note:

    Social experiences and the realities of the world are multidimensional andso if phenomena are viewed only along a single dimension we cannot have a

    complete picture of what is going on around us.

    Qualitative empirical research tends to expose the complexity of real life

    experience.

    The use of mixed methods and a multidimensional approach allows the

    researcher to frame questions which precisely focus on how differentdimensions and scales of social existence are related.

    The particular strength of qualitative research lies in the knowledge provided

    regarding the dynamics of social processes, change and social context, and in its

    ability to answer how and why questions in those domains.

    There are two core elements to the logic of qualitative explanation: one relates

    to a qualitative logic of comparison, e.g., between cases, situations, contexts,

    over time, etc and the second relates to the significance of context.

    Understanding how social processes and phenomena are embedded within

    specific contexts makes possible the development of cross-contextual

    generalizations.

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    This entails the use of contextual explanation, where emphasis is on explaining

    how different dimensions of context together link up together with the

    processes or questions driving the study.

    Using mixed methods to triangulate or to corroborate each other suggests an

    integrated framework, where each method and form of data is used to highlight

    a specific part of the picture.

    There might however be tensions arising from differences in approaches to

    data collection because of using different sets of assumptions.

    To overcome any such potential difficulty the solution is in how explanations

    are done.

    Explanations do not have to be internally consistent to have a meaning and

    capacity to explain.

    If indeed the realities of the world are multidimensional political, social,

    cultural, economic, etc, then explanations arising from mixed data-collection methods would be likewise (see Cho and Trent, 2006; Dixon-

    Woods, et. al. 2006, Moran-Ellis, 2006; Mason, 2006 in Kimani, 2009).

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    Remember:

    Using a quantitative research design is an excellent way of finalizing

    results and proving or disproving a hypothesis, and

    Scientific experiments are useful for testing the data gained by a series

    of qualitative experiments, leading to a final answer, and a narrowing

    down of possible directions for follow up research to take.