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The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research Collaboration (QHeRC) 12 May 2009 Julie Leask Senior Research Fellow, NCIRS Conjoint Senior Lecturer, Faculty of Medicine, USYD

The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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Page 1: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

The University

of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Using theory in qualitative research

Qualitative Health Research Collaboration (QHeRC)

12 May 2009

Julie LeaskSenior Research Fellow, NCIRS

Conjoint Senior Lecturer, Faculty of Medicine, USYD

Page 2: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Summary

9.30 Presentation and discussion of two articles on theory

10.20 Researchers using theory Stacy Carter Charlotte Rees

11.15 morning tea

Page 3: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Aims of session

To review what some qualitative researchers are saying;

to explore the advantages and disadvantages of using theory;

to better understand how theory is used in grounding the assumptions of a study enriching findings; making recommendations useful

to share ways of sourcing appropriate theories/frameworks.

Page 4: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Case project

Impact of quarantine for suspected swine flu psychological emotional social/occupational infection control behaviours usefulness of

information/support

Pictures from

http://www.bjtonline.com/more-inside-bjt/tips-for-travelers/s/article/catch-a-bug-abroad-quarantineas-a-possibility-376.html

http://fineartamerica.com/images-medium/isolation-michael-endo-g3494.jpg

Page 5: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Article 1

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Why theory is useful

Theories provide complex and comprehensive conceptual understandings of things that cannot be pinned down: how societies work, how organisations operate, why people interact in certain ways.

Theories give researchers different lenses to look at problems focus attention provide framework for analysis

Page 7: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Page 8: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Macro level theories non specific, abstract hard to operationalise verify on empirical basis

Mid-range theories more specific fewer concepts reduced range of contexts

Micro-level theory narrowest range of interest specific phenomena/context

Page 9: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Critical thoery Roots in work of Karl Marx, more recently Foucault etc Critiquing and changing society Organisation of power and knowledge Equality in relation to age, race, SES, religion, sexuality etc.

Interactionism Collective behaviours and perceptions Examines symbols used in daily encounters, esp language Herbert Blumer

Act towards things on basis of meanings things have for them Meaning derived from social interaction Meanings handled/modified via interpretive process used by the person

Phenomenology Edmund Husserl; how individuals give meaning to social phenomena in their everyday

lives; subjective “lived” experience.

macro

micro

Page 10: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

How are theories and methodologies related? Some historically related eg, same

discipline, often taught together eg, interactionism and ethnography.

Other theories linked to multiple methodologies eg, critical theory

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Article 2

Aust N Z J Public Health 2007; 31:438-43.

Page 12: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

What is social theory?

The social context of human actions; Relatively recent – post revolutionary France and

Europe “the state”, “the people”, “society”.

Page 13: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Why social theory?

Qualitative methods – developed by social sciences

used increasingly in nursing, medicine, etc; researchers feeling constrained by quantitative

methods can see qualitative research as “attractive option”

common approach identifying a setting conducting personal interviews reporting with extensive and evocative quotations

Page 14: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Why theory?

Above approach can deliver interesting insights does not demand extensive training in social sciences

Issue of generalisability to other groups / settings to aid decision making

Theory essential to rigour in design, implementation and analysis of research

Page 15: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Why theory?

“Knowledge of social theory is as important to high-quality qualitative research as knowledge of statistics is to the conduct of good epidemiological studies”

Page 16: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Some theories

1. Conflict theory

2. Structural functionalism

3. Symbolic interactionism

4. Sociology of knowledge theories

5. Feminist theories

Page 17: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Symbolic interactionism

Blumer – social interaction underpins the process of learning who we are and the symbolic meaning of things;

Eg, women and physicians negotiate touch during vaginal examination

Page 18: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Symbolic interactionism

Erving Goffman applied SI to stigmaAbnormal in body, character or social group

made to feel ashamed, disrupted, spoiled social identity;

Adapt by hiding/covering stigma to pass as normal or…

Join a social group of like individuals.

Page 19: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Example of using theory in research design

Obese patients as “non-compliant” Symbolic interactionism: Those who hide

‘spoiled; identities v attending ‘fat friendly’ venues

Page 20: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

MACRO THEORIES Constructionism: debates in different settings Conflict theory: Working class/middle class Structural functionalism: Access to healthy food Feminism: Men/women – gender roles

not simply a demographically varied

Page 21: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Case

How might we use symbolic interactionism to better understand the impact of quarantine?

http://sphtc.org/timeline/1900-2.jpg

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Analysis

Categorising first data according to theoretical concepts;

assessed for relevance; Review theory/sample as required

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

How social theory structures a research problem

Page 24: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Drawing research conclusions

No easy way of summarising findings “Boxed sets of interview quotes appear to

be an attractive way of avoiding word length restrictions but seldom amount to analysis, let alone a theoretically informed analysis”

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Recommendations

High quality qualitative research depends on flexible use of theory for its rigour;

this requires considerable skill; not easily acquired; researchers should have basic understanding; better alternative is team research including a

social theorist

Page 26: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Questions

Does close adherence to theory in analysis become merely a theory confirming exercise? conscribe the mind of the researcher? stifle analytic creativity? limit potential for new insights to emerge?

Must we use only one theory? If multiple, how can we avoid being superficial given publishing word

limits? How do we take theoretically informed conclusions to help inform

policy and practice? Is there a difference in the final product? If Willis et al are right, how do we find good theories/social

theorists?

Page 27: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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of SydneyNCIRS National Centre for Immunisation Research and Surveillance

Case

To study the impact of quarantine on the individual

Phenomenology Symbolic

interactionism

Page 28: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

Case – pertinent questions for the applied researcher.

Dilemma ThoughtsWhat to read/who to consult? Where is the theory supermarket?

Other theories? Conflict theory

Metaphor

Risk

But will that ‘crowd’ the analysis

How does theory change the design? Stigma – interviewing after completion

Phenomenology – daily journal

How will theory/methodology assist in drawing helpful policy and practice conclusions?

?

Will a theoretically informed report resonate with our intended audience?

?

Page 29: The University of Sydney NCIRS National Centre for Immunisation Research and Surveillance Using theory in qualitative research Qualitative Health Research

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Further reading

Carter SM, Little M. Justifying knowledge, justifying method, taking action: epistemologies, methodologies and methods in qualitative research. Qualitative Health Research 2007; 17(10): 1316-1328.