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MICHAEL DEMPSEY - Cranfield University

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3.3. CASE STUDIES<br />

Yin (1994:13) defines the case study as ‘an empirical inquiry that<br />

investigates a contemporary phenomenon within its real life context’.<br />

Miles and Huberman (1994:25) define it as ‘a phenomenon of some<br />

sort occurring within a bounded context’ They suggest that the case is<br />

the unit of analysis but that there is a ‘heart’ or ‘focus’ to the study with<br />

a ‘boundary’ defining the edge of the case. They point out (page 27)<br />

that it is not possible to study individual cases devoid of their contexts<br />

in the way that a quantitative researcher often does.<br />

Yin (1994:13) suggests that one reason for choosing a case study is<br />

‘because you deliberately wanted to cover contextual conditions,<br />

believing that they might be highly pertinent to your research design.’<br />

As we have seen, this is a characteristic of a realist inquiry, as is also<br />

noted by Tsoukas (1989) who suggests that such studies usually have<br />

utilised, though maybe not exclusively, the case-studies form.<br />

There are significant contextual issues in this research project. First,<br />

because of lack of knowledge, personally and theoretically, of the<br />

extent to which management is recognisable in trade unions, a<br />

decision was taken to examine managerial activities in unions which<br />

had merged. Thus, the fact of recent or relatively recent, merger was a<br />

contextual issue which was central to the work.<br />

Secondly, trade unions are very different organisations. The<br />

experiences of their members, and hence of their officials, are<br />

significantly related to the industries in which they organise. The most<br />

easily identifiable characteristics in this connection are whether the<br />

members are predominantly white collar or blue collar and whether<br />

they are within the private or public sector. White collar, public sector,<br />

organisations often have highly developed committee systems,<br />

reflecting the experience of the members, and these might be expected<br />

to raise issues about the boundaries between the roles and activities of<br />

those committees and the roles and activities of managers. Blue collar<br />

unions might be expected to have more of an oral tradition, where<br />

boundaries might be more negotiated than formal. They might also<br />

value election of officials as an expression of union democracy.<br />

Thirdly, union activists demonstrate very different political traditions. It<br />

is probably not possible to correlate politics with boundaries between<br />

activists, working within union governance structures, and managers<br />

but those traditions may lead to a union being relatively leadership<br />

predominated or relatively committed to membership participation<br />

(Fairbrother 2000) – or to partnership. This explicitly affects boundaries<br />

between them.<br />

All this indicates that it would not be realistic to study ‘trade union<br />

managers’ as though they were a sui generis group of managers.<br />

Every manager works within a context and contingencies affect every<br />

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