| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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' |
| 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 |
| 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 |
| 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 |