| Data type | Example | What it is analysed for |
|---|---|---|
| Talk | Interview and focus-group transcripts | Meaning, reasoning, category use |
| Text | Case files, minutes, policy documents | What is recorded and what is omitted |
| Observed behaviour | Field notes from a gram sabha | Practice, routine, what nobody mentions |
| Images | Participant photographs, community maps | What participants choose to show |
| Question | Method it needs |
|---|---|
| What share of girls drop out after Class 8? | Survey — qualitative cannot answer it |
| Why do they drop out? | Interviews — a survey can only test hypotheses you already have |
| How do families decide, and who decides? | Interviews and observation |
| What does the community mean by "safe"? | Qualitative — the category itself is the object |
| Use qualitative when | Because |
|---|---|
| The phenomenon is poorly understood | You cannot pre-specify the answer categories |
| You need to explain a surprising result | Numbers show the pattern, not the mechanism |
| You are designing a survey | It supplies the constructs and the local wording |
| The topic is sensitive or stigmatised | Trust and privacy produce data no form will |
| Marginalised experience is the subject | Their own terms are the point, not an input |
| Stage | What it establishes | What it cannot |
|---|---|---|
| Survey finds 18% drop out after Class 8 | The scale of the problem | The reason |
| Interviews find distance, safety, marriage | The mechanisms at work | Which one dominates |
| Survey again, now asking about the journey | How common each mechanism is | Whether the framing missed one |
| Programme: cycles and safe transport | A testable intervention | Whether it worked — that needs evaluation |
| Layer of a wink | What it requires to interpret |
|---|---|
| An eyelid contracting | Observation alone |
| A signal to a conspirator | Knowing the relationship |
| A parody of someone else’s wink | Knowing the local repertoire of gestures |
| A rehearsal of that parody | Prolonged presence in the setting |
| Strength | Bought at the cost of |
|---|---|
| Depth in a few cases | Any claim about prevalence |
| Findings grounded in context | Portability to other contexts, unless you describe them |
| A design that adapts as you learn | Comparability across the study, unless you document changes |
| Participants’ own words and categories | A pre-defined variable you can track over time |
| Judge qualitative work by | Not by |
|---|---|
| Depth and richness of the material | Sample size |
| Whether saturation was reached and argued | Response rate |
| Credibility — triangulation, member checking | Statistical significance |
| Transferability — thick enough for a reader to judge fit | Representativeness |
| A visible audit trail | Whether the findings replicate exactly |
| Question | Term | Where it shows up |
|---|---|---|
| What is there to know? | Ontology | Whether "empowerment" is a thing or a construct |
| How can we know it? | Epistemology | Whether a neutral observer is possible |
| How do we go about it? | Methodology | Interviews, ethnography, survey |
| With what tools? | Methods | Interview guide, coding frame |
| Positivist | Interpretivist | |
|---|---|---|
| Reality | Single, external | Multiple, socially constructed |
| Researcher | Stands apart; bias is contamination | Part of the process; influence is made visible |
| Good evidence | Measurement that replicates | Accounts that are credible and grounded |
| Generalisation | To a population, statistically | To theory and concepts, analytically |
| Stance | Purpose of research | Who judges success |
|---|---|---|
| Positivist | Explain and predict | Other researchers, via replication |
| Interpretivist | Understand meaning | Readers, via credibility |
| Critical / transformative | Expose power and contribute to change | Those the research is meant to serve |
| Pragmatic | Answer the question usefully | Whoever has to act on it |
| Approach | Central question | Signature method |
|---|---|---|
| Grounded theory | What theory explains this process? | Iterative coding, constant comparison |
| Phenomenology | What is the lived experience of X? | In-depth experiential interviews |
| Ethnography | How does this culture / group work? | Prolonged immersion, observation |
| Case study | How & why, in this bounded case? | Multiple sources on one case |
| Narrative | What story do people tell of their lives? | Life-history interviews |
| Approach | Typical n | Output |
|---|---|---|
| Grounded theory | 20–40, sampled theoretically | A theory of a process |
| Phenomenology | Often under 10, interviewed at length | The essence of an experience |
| Ethnography | One setting, months to years | An account of a way of life |
| Case study | 1 case, or a few compared | How and why, in context |
| Narrative inquiry | A handful of life stories | Stories analysed as stories |
| Grounded theory requires | Which rules out |
|---|---|
| Data collection and analysis interleaved | Doing all interviews, then coding |
| Theoretical sampling | A sample fixed in the proposal |
| Constant comparison of every incident | Coding each transcript in isolation |
| Sampling until categories are saturated | A pre-agreed number of interviews |
| Phenomenology asks | Rather than |
|---|---|
| What is it like to be denied a pension? | How many are denied? |
| What does the waiting itself consist of? | How long is the average wait? |
| How does the experience change the person? | What is the effect on consumption? |
| Ethnography needs | Practical implication |
|---|---|
| Prolonged presence | Months, not a two-week field visit |
| Participation, not only watching | You do the work, sit through the meetings |
| Field notes written daily | Several hours of writing per day observed |
| Tolerance of not knowing early | The first weeks produce little usable material |
| Case study decision | Options |
|---|---|
| What is the case? | A village, a programme, an organisation, an event |
| What are its boundaries? | In time and place — state them explicitly |
| Single or multiple? | One in depth, or several compared |
| Why this case? | Typical, extreme, critical, or convenient — say which |
| Design element | Decide before fieldwork |
|---|---|
| Research question | What you genuinely do not know |
| Approach | Which tradition, and therefore which quality criteria |
| Participants | Who is information-rich, and how you will reach them |
| Methods | Interviews, FGDs, observation — and why each |
| Analysis plan | How coding will work; who codes; what a theme is |
| Ethics | Consent, storage, risk, referral route |
| Weak question | Why it fails | Rewritten |
|---|---|---|
| How many widows receive pensions? | Countable — a survey question | How do widows navigate the claim process? |
| Is the scheme effective? | Presumes a shared definition | What does the scheme change in daily life? |
| Why don’t women use the toilets? | Presumes the answer is refusal | What shapes where women choose to go? |
| A conceptual framework should | It should not |
|---|---|
| Name the concepts you will look for | List variables you expect to confirm |
| Show how you think they connect | Fix the relationships in advance |
| Draw on literature and your own experience | Be copied from a paper about another setting |
| Be revised when fieldwork contradicts it | Survive the study unchanged |
| Rigour decision | Made at design | Cost of leaving it to later |
|---|---|---|
| Triangulation sources | Which two or three, and why | You have interviews only, and no way to check them |
| Negative cases | Who could contradict the story | You never sampled anyone who would |
| Audit trail | Where decisions get recorded | Reconstruction from memory, months on |
| Reflexivity | A journal kept from day one | A paragraph written at the end, unevidenced |
| What may change | What must be recorded |
|---|---|
| The interview guide | Which question changed, when, and why |
| Who you sample next | The analytic reason for choosing them |
| The coding frame | Codes merged, split or dropped, with dates |
| The research question itself | The version at each stage |
| Design | Sequence | Purpose |
|---|---|---|
| Exploratory | Qual → Quant | Qual builds the survey instrument |
| Explanatory | Quant → Qual | Qual explains a survey finding |
| Convergent | Qual & Quant together | Triangulate two views of one issue |
| Embedded | One inside the other | Qual adds depth to an RCT or vice versa |
| Design | Sequence | The failure specific to it |
|---|---|---|
| Exploratory | Qual → Quant | Survey drafted before the qual is analysed |
| Explanatory | Quant → Qual | Qual sample not drawn from the survey respondents |
| Convergent | Both at once | Two reports, no integration |
| Embedded | One inside the other | The smaller strand becomes decoration |
| Probability sampling | Purposive sampling | |
|---|---|---|
| Selects for | Representativeness | Information richness |
| Decided | Before data collection | Often during it |
| Justified by | The sampling frame and method | A written rationale for each choice |
| Supports | Estimates about a population | Claims about a process or concept |
| Strategy | Logic | Good for |
|---|---|---|
| Maximum variation | Span the diversity deliberately | Common patterns across difference |
| Typical case | The 'ordinary' instance | Describing the norm |
| Extreme / deviant | The unusual case | Outliers, failures, exemplars |
| Critical case | 'If it's true here…' | A telling, decisive instance |
| Homogeneous | A tight, similar group | Focus groups, in-depth focus |
| Confirming / disconfirming | Seek cases that test the theory | Strengthening rigour |
| Strategy | Choose it when |
|---|---|
| Maximum variation | You want patterns that hold across difference |
| Typical case | You need to describe the ordinary, not the exceptional |
| Extreme / deviant | Failures and exemplars teach more than the middle |
| Critical case | One instance can settle the argument either way |
| Homogeneous | You need a group that can talk freely together |
| Theoretical sampling step | The question driving it |
|---|---|
| Analyse what you have | What category is thin or untested? |
| Identify the gap | What case would strengthen or break it? |
| Select the next participant | Who embodies that condition? |
| Stop | Do new cases add properties, or only confirm? |
| Snowball risk | Mitigation |
|---|---|
| The sample stays inside one network | Start from several unconnected seeds |
| Referrers screen for people like themselves | Ask explicitly for those who differ |
| Confidentiality breaks — referrer knows who took part | Never confirm participation to the referrer |
| Referral chains carry obligation | Make refusal genuinely easy and private |
| Saturation claim | What makes it credible |
|---|---|
| "We reached saturation" | Nothing, on its own |
| "After interview 14 no new codes appeared" | A stated stopping rule |
| "We ran three further interviews to confirm" | Evidence you tested the judgement |
| "Saturation was reached for X, not for Y" | Honesty about scope |
| Statistical generalisation | Analytic generalisation | |
|---|---|---|
| Generalises to | A population | Theory and concepts |
| Requires | A representative sample | A well-argued, information-rich case |
| Claim shape | "X% of women in Bihar…" | "This mechanism operates where these conditions hold" |
| Checked by | Confidence intervals | Whether it holds in the next case |
| Study type | Indicative range | Driven by |
|---|---|---|
| Focused interview study | 5–25 interviews | Breadth of the question, diversity of participants |
| Focus groups | 3–6 per audience segment | Number of segments you must compare |
| Case study | One case, or a few compared | Whether comparison is part of the argument |
| Phenomenology | Often under 10, interviewed repeatedly | Depth per participant, not number of them |
| A semi-structured interview is not | Because |
|---|---|
| A questionnaire read aloud | The order and wording must follow the person |
| A conversation without preparation | The guide is what makes interviews comparable |
| A chance to confirm what you expect | The value is in what you did not anticipate |
| A single event, necessarily | Second interviews often produce the best material |
| Type | Structure | Best for |
|---|---|---|
| Structured | Fixed wording & order | Comparability; near a survey |
| Semi-structured | Guide + freedom to probe | Most qualitative studies |
| Unstructured | A topic, then follow the person | Life histories, ethnography |
| Type | Comparable across participants? | Cost |
|---|---|---|
| Structured | Fully | Loses everything unanticipated |
| Semi-structured | Broadly, by theme | Requires analytic work to compare |
| Unstructured | Barely | Very high depth; very high analysis burden |
| Guide section | Purpose |
|---|---|
| Opening — grand tour | Easy, concrete, builds the habit of talking at length |
| Core themes | The substance, general before specific |
| Sensitive material | Late, once rapport exists and only if warranted |
| Closing | "Is there anything I should have asked?" |
| Avoid | Because | Instead |
|---|---|---|
| "Don’t you find the scheme helpful?" | Leading — supplies the answer | "What has the scheme been like for you?" |
| "Is the water clean and safe?" | Double-barrelled — two questions, one answer | Ask each separately |
| "How is your empowerment?" | Jargon — not a local category | "What decisions do you make yourself now?" |
| "Why didn’t you go to the clinic?" | "Why didn’t" implies fault | "Tell me about the last time you needed care" |
| Probe | Sounds like | Use when |
|---|---|---|
| Silence | Nothing — wait | Almost always; the most underused |
| Echo | "…too far alone?" | A phrase is doing more work than it seems |
| Elaboration | "Tell me more about that" | The answer was short but not closed |
| Specifying | "Can you give me an example?" | The answer was general or normative |
| Contrast | "How was that different before?" | You need change over time |
| Field condition | Effect on the data |
|---|---|
| Husband or mother-in-law present | Answers shift to what is sayable in front of them |
| Interview at the anganwadi or panchayat office | The institution answers, not the person |
| Interviewer of a different caste | Guarded accounts, especially about discrimination |
| A gatekeeper selected the participant | You are speaking to a chosen representative |
| Power asymmetry | How it distorts the data |
|---|---|
| Researcher linked to the programme | Answers become complaints or praise aimed at the scheme |
| Class and education gap | Deference; agreement with whatever is proposed |
| Expectation of benefit | Need is emphasised, capability minimised |
| Prior extractive research | "Survey fatigue" — rehearsed, flat answers |
| Translation decision | Consequence |
|---|---|
| Interpret live during the interview | Faster; loses nuance and probing rhythm |
| Transcribe in the original, then translate | Preserves wording; roughly doubles the work |
| Translate directly from audio | Cheapest; no original text to return to |
| Keep key terms untranslated with a gloss | Retains local categories that have no equivalent |
| FGD produces | An interview does not |
|---|---|
| Publicly sayable norms | Shows what the group treats as acceptable |
| Disagreement in real time | Where the consensus actually cracks |
| Vocabulary the group uses with each other | Not the vocabulary used with an outsider |
| Silences | What nobody will say in front of neighbours |
| Mixing these in one group | Silences |
|---|---|
| Men and women | The women, on almost any topic that matters |
| Dominant and marginalised castes | The marginalised, especially about discrimination |
| Employers and workers | The workers |
| Officials and beneficiaries | The beneficiaries, entirely |
| Logistical choice | Who it excludes if got wrong |
|---|---|
| Time of day | Women with cooking and childcare duties; wage workers |
| Venue | Anyone for whom that building belongs to someone else |
| No childcare arranged | Mothers of young children — often the target group |
| Invitation via the sarpanch | Anyone outside his network |
| Written invitation | Non-literate participants |
| Facilitator move | When |
|---|---|
| Set ground rules explicitly | At the start — one voice, all views, confidentiality |
| Ask, then stop talking | Once discussion starts — let them address each other |
| Bring in the quiet | "We haven’t heard from this side" — not by name |
| Contain the dominant | Thank, then redirect — never confront |
| Summarise and check | At the close — "have I got this right?" |
| Note-taker records | Which the transcript loses |
|---|---|
| Who spoke, in what order | Whether one person set the frame for everyone |
| Who stayed silent throughout | The most important absence in the data |
| Nods, laughter, glances, discomfort | Whether agreement was real or performed |
| Where the room split | The line the disagreement actually fell on |
| Do not run an FGD when | Use instead |
|---|---|
| The topic is violence, debt, sexuality or caste shame | Private in-depth interviews |
| You need individual experience, not group norms | Interviews |
| Power gaps within the group will silence people | Separate homogeneous groups, or interviews |
| Participants know each other and will meet again | Interviews — disclosure carries lasting risk |
| Report an FGD finding as | Never as |
|---|---|
| "The group converged on…" | "Eight of ten participants said…" |
| "This was contested; the disagreement ran…" | "Opinion was divided 60/40" |
| "No one took up the question of…" | Silence treated as absence of view |
| "One participant framed it early as…" | Her framing reported as the group’s |
| Reported practice | Observed practice |
|---|---|
| "We always use the toilet" | Usage patterns that vary by time of day and season |
| "The meeting decides collectively" | Who speaks, who sits where, who is already decided |
| "Rations are distributed on the first" | The actual queue, the actual day, the actual deductions |
| "We treat everyone the same" | Who is served first and who waits |
| Role | Researcher's stance | Trade-off |
|---|---|---|
| Complete observer | Detached, unseen | No influence, but thin understanding |
| Observer-as-participant | Mostly watching, some joining | Balance of distance & access |
| Participant-as-observer | Mostly joining, known as researcher | Rich access, more influence |
| Complete participant | Fully immersed, covert | Deep insight, but ethically fraught |
| Role | Access | Ethical position |
|---|---|---|
| Complete observer | Thin — you see surfaces | Straightforward |
| Observer-as-participant | Moderate; known as a researcher | Consent is workable |
| Participant-as-observer | Rich; you take part openly | Consent needs renewing as roles blur |
| Complete participant | Deepest | Covert — rarely justifiable, hard to approve |
| Field note discipline | What breaks without it |
|---|---|
| Written the same day | Detail is gone by the next morning |
| Observation separated from interpretation | You cannot later revisit the evidence for a reading |
| The mundane recorded | Seating, order and routine — often the finding |
| Dated, timed, located | Sequence, and any claim about change over time |
| Your attribute | What it opens | What it closes |
|---|---|---|
| Gender | Access to same-gender spaces and topics | The other half of the village |
| Caste | Trust within, candour about discrimination | Frank accounts across the line |
| Language and dialect | Nuance, humour, indirection | Everything, if working through translation |
| Institution you represent | Doors, meetings, records | Complaints about that institution |
| Insider | Outsider | |
|---|---|---|
| Trust | Given faster | Has to be earned slowly |
| Noticing | Blind to the taken-for-granted | Sees what locals stopped seeing |
| What people withhold | Anything that would circulate locally | Anything an outsider might misuse |
| Interpretation | Rich context; risk of assuming | Fresh eyes; risk of misreading |
| Conventional research | Participatory research | |
|---|---|---|
| Sets the question | The researcher or funder | The community, at least in part |
| Analyses | The researcher | Participants, facilitated |
| Owns the output | The institution | Contested — must be agreed in advance |
| Success is | A valid finding | A finding plus capacity and action |
| PRA principle | In practice |
|---|---|
| Handing over the stick | Participants draw and rank; you do not hold the pen |
| Optimal ignorance | Collect what is needed for action, not everything possible |
| Triangulation by group | Same exercise with different groups; compare |
| Visual and tangible | Ground, seeds, stones — so non-literate people lead |
| They can do it | Assume capability; the constraint is usually the facilitator |
| Tool | What it does | Reveals |
|---|---|---|
| Social mapping | Community draws its own settlement | Households, services, exclusion |
| Resource mapping | Map land, water, forests | Access & control of resources |
| Transect walk | Walk a line across the village | Land use, conditions, the overlooked |
| Seasonal calendar | Chart the year's rhythms | Hunger months, work, migration |
| Wealth ranking | Community sorts households | Local definitions of poverty |
| Venn diagram | Map institutions & their closeness | Power, links, who matters |
| Tool | The disagreement it surfaces |
|---|---|
| Social mapping | Which households get counted, and which hamlets are drawn small |
| Resource mapping | Who actually controls the water, whatever the record says |
| Seasonal calendar | When hunger falls — rarely when the programme calendar assumes |
| Wealth ranking | Local criteria for poverty, which seldom match the official ones |
| Venn diagram | Which institutions matter, and which are merely present |
| Transect walk decision | Consequence of getting it wrong |
|---|---|
| Who chooses the route | You map the dominant-caste centre and miss the tolas |
| Who walks with you | The sarpanch narrates; nobody contradicts him |
| When you walk | Dry-season conditions mistaken for the year’s |
| Where you stop | Conversation happens where he stops it |
| Photovoice stage | What it requires |
|---|---|
| Briefing | Consent, safety, and what not to photograph |
| Shooting | Cameras or phones; time; freedom in the framing |
| Selection | Participants choose which images to discuss |
| Captioning and discussion | The analysis — the images alone are not findings |
| Use | Agreed in advance: where, for how long, with whose consent |
| Participatory claim | When it holds | When it is hollow |
|---|---|---|
| Includes marginalised voices | Groups are separated and facilitated | One meeting, dominant voices present |
| Builds ownership | Findings return; community can act | Outputs leave with the researcher |
| Surfaces local categories | Participants set the terms | Categories supplied on a printed form |
| Empowers | There is power to act on the result | Participation with no decision attached |
| Visual ethics question | Answer before you start |
|---|---|
| Consent to be photographed | Separate from consent to participate |
| Consent for each use | A report, a website and a donor deck are different asks |
| Anonymity | A face cannot be anonymised — blurring is a decision, not a default |
| Ownership | Who holds copyright, and for how long |
| Withdrawal | How an image is removed later, and from where |
| File discipline | What it prevents |
|---|---|
| Participant codes, never names, in filenames | A leak identifying participants directly |
| A master key stored separately and encrypted | The link surviving alongside the data |
| One agreed folder structure from day one | Three versions of a transcript with no known original |
| Backups, tested | Losing the only copy of an irreplaceable interview |
| Recordings deleted per the consent given | Holding data you promised to destroy |
| Choice | Keep | Cost |
|---|---|---|
| Verbatim | Pauses, repairs, overlaps, laughter | Slow; hard to read; needed only for discourse work |
| Cleaned | Meaning, phrasing, key wording | Loses hesitation — sometimes the finding |
| Summary notes only | The gist | Cannot support quotation or close analysis |
| Code type | Example | Captures |
|---|---|---|
| Descriptive | pension_delay | What the segment is about |
| In vivo | "they make us walk" | The participant’s own words as the label |
| Process | negotiating_with_officials | Action over time |
| Emotion | shame_at_asking | Affect attached to the account |
| Inductive | Deductive | |
|---|---|---|
| Codes come from | The data | Theory or a framework |
| Strength | Finds what you did not expect | Comparable, faster, fits a brief |
| Risk | Drifts; hard to compare across coders | Confirms the framework you brought |
| Suits | Exploratory work, new questions | Evaluation against stated criteria |
| Code | Definition | Example quote |
|---|---|---|
| fear_of_travel | Worry about safety/distance of journeys | 'I won't send her so far alone' |
| pension_delay | Entitlement received late or not at all | 'Six months, still no money' |
| Codebook entry | Contains |
|---|---|
| Code name | Short, consistent, no spaces |
| Definition | One sentence — what this code means |
| When to apply | The inclusion rule |
| When not to | The boundary against the nearest neighbouring code |
| Example | A real extract from the data |
| Tool | Note | Cost |
|---|---|---|
| NVivo | Widely used, feature-rich | Paid licence |
| ATLAS.ti | Strong for visual networks | Paid licence |
| Dedoose | Web-based, good for mixed methods & teams | Subscription |
| Taguette | Free & open-source basic coding | Free |
| Spreadsheet + colour | Perfectly fine for small studies | Free |
| What CAQDAS does | What it does not |
|---|---|
| Stores, links and retrieves coded segments | Decide what a code means |
| Counts code frequencies | Tell you whether the count matters |
| Supports team coding and comparison | Resolve disagreement between coders |
| Visualises code networks | Interpret the network |
| A theme is | A theme is not |
|---|---|
| A pattern of meaning across the data | A frequently occurring topic |
| Constructed by the analyst | Waiting in the data to be found |
| Answering the research question | A summary of what an interview covered |
| Internally coherent, externally distinct | A bucket labelled with a question from the guide |
| Phase | What you do |
|---|---|
| 1. Familiarisation | Read & re-read; immerse in the data |
| 2. Generating codes | Tag interesting features systematically |
| 3. Searching for themes | Cluster codes into candidate themes |
| 4. Reviewing themes | Check themes against data; refine, split, merge |
| 5. Defining themes | Name each theme and pin down its essence |
| 6. Writing up | Build the narrative with vivid, evidenced extracts |
| Phase | Skipped when rushed | Consequence |
|---|---|---|
| 1. Familiarisation | Coding starts on first read | Codes reflect the first interview’s framing |
| 3. Searching for themes | Codes renamed as themes | Topic summaries, not patterns of meaning |
| 4. Reviewing themes | Themes never checked against data | Themes that the extracts do not support |
| 5. Defining themes | No written definition | Themes that overlap and cannot be told apart |
| Frequency tells you | It does not tell you |
|---|---|
| Where the corpus is dense | Which finding matters |
| Which codes are well evidenced | Whether a rare code is the key insight |
| How you sampled | How the world is |
| Level | The question | Typical output |
|---|---|---|
| Describe | What did participants say? | Organised summary |
| Interpret | What does it mean here? | Themes with a reading |
| Explain | Why this pattern? | Mechanism connecting themes |
| Theorise | What does it say beyond this case? | A transferable claim |
| Negative case | What to do |
|---|---|
| One participant contradicts the theme | Revise the theme, or state its conditions |
| A whole subgroup does not fit | The theme is conditional — say on what |
| The contradiction is about the mechanism | The mechanism is wrong; rebuild it |
| You cannot find any | Look harder — then say you looked and how |
| Quote practice | Do | Never |
|---|---|---|
| Purpose | Illustrate a theme | Prove prevalence |
| Selection | Show the range, including what cuts against you | Pick the most dramatic line available |
| Context | Enough for the reader to judge your reading | A stripped fragment |
| Attribution | Code plus relevant attributes | Name, village, or any identifying combination |
| Applying this criterion | Is a category error |
|---|---|
| Statistical validity | Nothing is being estimated |
| Reliability as exact replication | A second researcher will not reproduce the reading |
| Representativeness | The sample was chosen for richness, not proportion |
| Effect size | There is no effect being measured |
| Criterion | Quant parallel | How you build it |
|---|---|---|
| Credibility | Internal validity | Triangulation, member checking, prolonged engagement |
| Transferability | External validity | Thick description so readers judge fit |
| Dependability | Reliability | Audit trail of all decisions |
| Confirmability | Objectivity | Reflexivity; findings traceable to data |
| Criterion | The question a reader is asking |
|---|---|
| Credibility | Do I believe this reading of the data? |
| Transferability | Would this apply in my setting? |
| Dependability | Could someone follow how they got here? |
| Confirmability | Do the findings come from the data or the researcher? |
| Technique | Guards against | Its own limit |
|---|---|---|
| Member checking | Misreading what participants meant | People may endorse a flattering account |
| Triangulation | A single source’s distortion | Convergence can mean shared bias |
| Prolonged engagement | First impressions mistaken for pattern | Costly; sometimes going native |
| Peer debriefing | Your own blind spots | Only as good as the peer’s willingness to argue |
| Negative-case analysis | Confirmation bias | Requires having sampled for it |
| Audit trail records | Written when |
|---|---|
| Sampling decisions and their reasons | At the time of each decision |
| Guide revisions | When the guide changes |
| Codebook history — merges, splits, drops | Continuously, dated |
| Analytic memos | Whenever an idea forms |
| Reflexive journal | Alongside field notes, daily |
| Ethical requirement | What it means in practice |
|---|---|
| Informed consent | They understand the purpose, use, risks, and can refuse |
| Ongoing consent | Refusal remains available at any point, without penalty |
| Confidentiality | Codes not names; secure storage; careful attribution |
| Do no harm | Anticipate distress and stigma; hold a referral list |
| Reciprocity | Findings return in a usable form |
| South Asian field condition | Ethical response |
|---|---|
| Low literacy | Oral consent, witnessed and documented, in the local language |
| Gatekeeper pressure to participate | A private moment to decline; never confirm who took part |
| Small communities | Coarsen identifying detail; combinations identify people |
| Digital personal data | India’s DPDP Act, 2023 applies — plan storage and deletion |
| Expectation of benefit | Be explicit early about what will and will not follow |
| Pitfall | What it looks like | The fix |
|---|---|---|
| Percentages | "80% of participants said…" | "Most participants described…", or count nothing |
| Cherry-picking | One dramatic quote per theme | Show the range, including disconfirming cases |
| Coding as analysis | Findings are headed quote collections | Interpret: why this pattern? |
| Ignoring your influence | No positionality statement | A reflexive journal from day one |
| Over-claiming | "This shows that in Bihar…" | Analytic, not statistical, generalisation |
| Read | For |
|---|---|
| Patton, Qualitative Research & Evaluation Methods | The practical reference; sampling and evaluation use |
| Braun & Clarke (2006) | Thematic analysis, done properly — the six phases |
| Lincoln & Guba (1985) | Trustworthiness and the four criteria |
| Glaser & Strauss (1967) | Grounded theory in the original |
| Chambers, Whose Reality Counts? | Participatory methods and the politics of knowledge |