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SOME CAUTIONARY COMMENTS 411<br />

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observed and the context of the situation;<br />

researchers have to deliberately distance<br />

themselves from the situation and address<br />

reflexivity.<br />

Expectancy effects: the observer knows the<br />

hypotheses to be tested, or the findings of<br />

similar studies, or has expectations of finding<br />

certain behaviours, and these may influence<br />

her/his observations.<br />

Decisions on how to record: the same person in a<br />

group under observation may be demonstrating<br />

the behaviour repeatedly, but nobody else<br />

in the group may be demonstrating that<br />

behaviour: there is a need to record how many<br />

different people show the behaviour.<br />

Number of observers: different observers of<br />

the same situation may be lo<strong>ok</strong>ing in<br />

different directions, and so there may be<br />

inconsistency in the results. Therefore there<br />

is a need for training, for consistency, for clear<br />

definition of what constitutes the behaviour, of<br />

entry/judgement, and for kinds of recording.<br />

The problem of inference: observations can<br />

record only what happens, and it may be<br />

dangerous, without any other evidence, e.g.<br />

triangulation to infer the reasons, intentions<br />

and causes and purposes that lie behind actors’<br />

behaviours. One cannot always judge intention<br />

from observation: for example, a child may<br />

intend to be friendly, but it may be construed<br />

by an inexperienced observer as selfishness;<br />

a teacher may wish to be helpful but the<br />

researcher may interpret it as threatening. It is<br />

dangerous to infer a stimulus from a response,<br />

an intention from an observation.<br />

The issues here concern validity and reliability.<br />

With regard to the validity of the observation,<br />

researchers have to ensure that the indicators<br />

of the construct under investigation are fair<br />

and operationalized, for example, so that there<br />

is agreement on what counts as constituting<br />

qualities such as ‘friendly’, ‘happy’, ‘aggressive’,<br />

‘sociable’ and ‘unapproachable’. The matter of<br />

what to observe is problematic. For example, do<br />

you focus only on certain people rather than the<br />

whole group, on certain events and at certain<br />

times rather than others, on molar or molecular<br />

units Do you provide a close-grained, close-up<br />

observation or a holistic, wider-focused and widerranging<br />

observation, i.e. do you use a zoom lens<br />

and obtain high definition of a limited scope, or a<br />

wide-angle lens and obtain a full field but lacking<br />

in detail, or somewhere between the two How do<br />

you decide on what to focus<br />

Expectancy effects can be overcome by ensuring<br />

that the observers do not know the purpose of the<br />

research, the ‘double-blind’ approach.<br />

With regard to reliability, the indicators have<br />

to be applied fully, consistently and securely, with<br />

no variation in interpretation. Not only is this<br />

amatterforoneobserver–consistencyinhisor<br />

her observation and recording – but also it is a<br />

matter if there are several observers. A formula<br />

for calculating the degree of agreement (as a<br />

percentage) between observers can be used thus:<br />

Number of times two observers agree<br />

Number of possible opportunities to agree × 100<br />

In measuring inter-rater reliability one should<br />

strive for a high percentage (over 90 per<br />

cent minimum). Other measures of inter-rater<br />

reliability use correlations, and here coefficients of<br />

> 0.90 (i.e. over 90 per cent) should be sought<br />

(Shaughnessy et al. 2003: 111).<br />

To ensure the researcher’s or researchers’<br />

reliability, it is likely that training is required,<br />

so that, for example, researchers<br />

use the same operational definitions<br />

record the same observations in the same way<br />

have good concentration<br />

can focus on detail<br />

can be unobtrusive but attentive<br />

have the necessary experience to make<br />

informed judgements from the observational<br />

data.<br />

These qualities are essential in order to avoid<br />

fatigue, ‘observer drift’ (Cooper and Schindler<br />

2001: 380) and halo effects, all of which can<br />

reduce the reliability of the data.<br />

With regard to the issue of reactivity, one<br />

suggestion is to adopt covert observation, though<br />

Chapter 18

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