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MICHAEL DEMPSEY - Cranfield University

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manager as they affect trade union managers. But to draw conclusions<br />

about the nature of management of trade unions without trying to take<br />

into account these contextual factors would affect the validity of the<br />

study. It would also affect its credibility. Trade unions tend to think of<br />

themselves as totally unique organisations; within the trade union<br />

world, a study which did not take contextual issues into account – for<br />

example by seeking to generalise to the whole trade union movement<br />

the results of a study in a private sector finance union – would not be<br />

taken at all seriously.<br />

There are other reasons for suggesting that a case study strategy<br />

would be an appropriate approach. First, Jankowicz (1991:163), citing<br />

an early edition of Yin, suggests that one reason for choosing case<br />

study method is to study a process which has rarely, if ever, been<br />

studied. This is the case here. Secondly, Yin (1994:6) suggests that<br />

case studies are appropriate to answer ‘how’ and ‘why’ questions.. The<br />

research question, set out in Chapter 1, is solely a ‘how’ question.<br />

Case studies therefore give the opportunity of examining managerial<br />

activities within the contexts of individual unions which have engaged<br />

in merger activity, noting and taking into account those contextual<br />

issues. They also, however, give the opportunity of cross case<br />

analysis. Miles and Huberman (1994:172) suggest that one aim of<br />

studying multiple cases is ‘to increase generalisability, reassuring<br />

yourself that the events and processes in one well-described setting<br />

are not wholly idiosyncratic.’ The importance of generalisability is<br />

proposed not for positivistic reasons but on the basis that, as they say,<br />

provided that the cases are typical, diverse, or unusually effective or<br />

ineffective, they can help us answer the question ‘do these findings<br />

make sense beyond this specific case?’ The second reason is to<br />

deepen understanding and explanation. They cite Silverstein (1988)<br />

who points out that we are faced with the tension between the<br />

particular and the universal: reconciling an individual case’s<br />

uniqueness with the need for more general understanding of generic<br />

processes that occur across cases.<br />

This reconciliation is what this project attempts. The field is so new that<br />

it was not clear at all whether there would be differences between the<br />

cases. If there were, it would be possible to identify theoretical reasons<br />

for the differences. If there were no such differences, then generic<br />

theoretical pictures of this hitherto invisible phenomenon called a union<br />

manager might begin to emerge.<br />

The case study design will have to satisfy other tests of its quality. Yin<br />

(1994:33) summarises four such tests:-<br />

• Construct validity: establishing correct operational measures<br />

for the concepts being studied<br />

• Internal validity: establishing causal relationships or<br />

explanations<br />

63

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