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Ch a pt e r

2 Historical Overview of Qualitative


Research in the Social Sciences

Svend Brinkmann, Michael Hviid Jacobsen, and Sren Kristiansen

Abstract
Qualitative research does not represent a monolithic, agreed-upon approach to research but is a
vibrant and contested field with many contradictions and different perspectives. In order to respect
the multivoicedness of qualitative research, we will approach its history in the pluralas a variety of
histories. We will work polyvocally and focus on six histories of qualitative research, which are sometimes
overlapping, sometimes in conflict, and sometimes even incommensurable. They can be considered
as articulations of different discourses about the history of the field, which compete for researchers
attention. The six histories are:(1)the conceptual history of qualitative research, (2)the internal history
of qualitative research, (3)the marginalizing history of qualitative research, (4)the repressed history of
qualitative research, (5)the social history of qualitative research, and (6)the technological history of
qualitative research.
Key Words: qualitative research, history of science, social history, phenomenology, hermeneutics,
sociology, technology

History writing is not just about charting the as sociology and political science lie somewhere
past but also about prospects for the future. There between an unproblematic acceptance of and mild
is no doubt that ones way of depicting the past is hostility toward qualitative inquiry, with huge local
greatly important for how the future will unfold. differences concerning openness toward qualitative
This holds for human history in general but is per- research.
haps particularly true for a contested field such as In this chapter, we do not seek to articulate the
qualitative research. For decades, especially in the history of qualitative research in the social sciences,
years following the rise of positivist social science as this could easily monopolize one interpretation
in the mid-twentieth century, qualitative research of the past with unfortunate consequences for the
methods were considered of little value, and some future. Qualitative research does not represent a
even deemed them unscientific. Fortunately, this monolithic, once-and-for-all, agreed-upon approach
situation has been changing in recent years, and to research but is a vibrant and contested field with
while disciplines such as social anthropology and many contradictions and different perspectives. In
communication studies have always been open to order to respect the multivoicedness of qualitative
qualitative inquiry (and have even been built around research and inquire into its past in a way that is
them in the case of ethnography), disciplines in the more congenial to a qualitative stance, we will pres-
health sciences and psychology are now rediscover- ent a variety of histories (in the plural) of qualitative
ing their roots in qualitative studies of human lives research in the social sciences. Some of these his-
and social phenomena. Most social sciences such tories are quite well known to insiders of the field,

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while others may be more surprising and perhaps all possible histories about qualitative research, and
even provocative. One thing to be avoided is writing others would undoubtedly have cut the historical
the historical narratives as Whig history, presenting cake differently. Therefore, ironically, this chapter
the development of qualitative research as necessarily with its preselected histories might itself become
progressing towards enlightenment and liberation. a subject of qualitative scrutiny. As in all qualita-
There is still a tendency among some qualitative tive research, it remains a fundamental premise that
researchers to present their methods of inquiry as different aspects of reality are salient for different
inherently more humane and liberating than the researchers, but as always, this should be considered
objectifying measures of quantitative researchers. a virtue rather than a vice. It enables us to celebrate
This, we find, is a mythwhich sometimes goes the richness of a past that allows us to reflect upon
by the name qualitative ethicism (Brinkmann & it from so many different angles, giving us so many
Kvale, 2005)but it is a myth that may be under- different interpretations. Not all histories, however,
standable as qualitative researchers here and there are given equal space in our account. With some
feel marginalized and have been looking for solid of them, we tell a short story, perhaps offering a
arguments to justify their practices. The marginaliza- novel perspective, while with others, we recount a
tion of qualitative research, however, is possibly itself longer and more elaborated story. This goes in par-
another myth that we will challenge in the multi- ticular for the second internal history of qualitative
perspectival histories to be unfolded in this chapter. research, concentrating in some detail on giants such
History writing in any field presupposes that it is as Husserl, Heidegger, Gadamer, Blumer, Goffman,
possible to delineate and delimit the field whose his- and Garfinkel. We have been guided in our selec-
tory one is interested in recounting. This is a signifi- tion by an ambition to understand the development
cant problem in qualitative research, so this gives us of qualitative research as more than a pure history
one further reason to approach the matter in terms of of ideas. We will argue against this form of idealism,
histories in the plural. We are aware that interesting which looks at theories and paradigms in abstrac-
accounts of the historical development of qualitative tion from broader social, cultural, political, and
research exist, such as Denzin and Lincolns useful technological forces; and we will try to show that
depiction of the so-called eight historical moments it has often been exactly such forces that have been
in the development of qualitative research (Denzin pushing qualitative research forward (or, in some
& Lincoln, 2011). We believe, however, that there cases perhaps, backward). This, of course, should
are too many separate qualitative histories in the dif- not be thought of as rendering qualitative research
ferent social science disciplines and too little overall invalid, for no forms of research exist in a histori-
cumulative development for us to dare attempt a cal vacuum, but it should instead enable qualitative
grand narrative of the history of qualitative research. researchers now and in the future to understand the
To repeat our basic point, history writing is not complexities of their practices better.
just about the past but also about the present and the
future. When one knows how something came to The Conceptual History of
be, one will often know what it presently is, and one Qualitative Research
will have a powerful voice in determining how it will Our first history is a basic conceptual history
develop in the future. In what follows, we will work of the term qualitative research. While the term
polyvocally and focus on six histories of qualitative itself is much younger than one should think, the
research, which are sometimes overlapping, sometimes adjective qualitative has a longer history. Medieval
in conflict, and sometimes even incommensurable. philosophers of scholasticism distinguished qualia
They can be considered as articulations of differ- (the qualities of things) from quanta (the quanti-
ent discourses about the history of the field, which ties) hundreds of years ago, and, with modern phi-
compete for researchers attention. The six histories losophy from the seventeenth century onwards,
are:(1)the conceptual history of qualitative research, empiricist philosophers like John Locke argued
(2)the internal history of qualitative research, (3)the that there are different kinds of qualities: primary
marginalizing history of qualitative research, (4)the qualities were thought to be independent of observ-
repressed history of q ualitative research, (5)the social ers and are for example extension, number, and
history of qualitative research, and (6)the technologi- solidity. Secondary qualities, on the other hand,
cal history of qualitative research. were thought to be produced as effects in observ-
Obviously, these histories represent our selec- ers such as colors, tastes, and smells. Modern phi-
tion. They are not representative or exhaustive of losophersthose who worked in the post-medieval

18 Historical Overview of Qualitative Research in the Social Sciences


world (Descartes, Locke, Hume, etc.)confined Pacific and William F. Whytes 1943 Street Corner
the secondary qualities to the subjective mind, Society, both of which were first and foremost eth-
since the new natural scientists (Galileo, Newton) nographiesand only secondarily methodologies
had seemingly demonstrated that objective reality is treatises. Prior to around 1970, researchers in soci-
nothing but matter in motion. The book of nature ology and anthropology would look to such classics
is written in the language of mathematics, Galileo for inspiration rather than to specific methodologi-
said, implying a metaphysics of quantities as the pri- cal handbooks on qualitative research.
mary reality. Anew subjective/objective dichotomy Wolcotts memories seem to be corroborated
thus arose, relegating human experience and all the by a search in contemporary scientific databases.
sounds, sights, and smells that we live with to the A general search in all databases of the Web of
realm of the subjective. In many ways, todays quali- Knowledge, Science Citation Index Expanded
tative researchers still struggle with this issue and (which contains articles that date back to 1899 from
are sometimes accused of being unscientific due to all sciences) reveals that the term qualitative was
the significance of subjectivity in their endeavors, widely used from 1900 but only in natural sciences
having inherited the problem of objectivity versus such as chemistry. Even today, qualitative analysis
subjectivity in large parts from seventeenth century remains an important sub-discipline in chemis-
metaphysics. try (working with the analysis and classification of
Not all philosophers after Locke, or scientists chemical compounds) alongside the quantitative
after Galileo and Newton, were satisfied with the sub-disciplines of this science. The first article that
division of the world into objective primary quali- appears in a broad search is from 1900 and bears
ties (that can be studied scientifically) and subjec- the title: On the qualitative separation of nickel
tive secondary qualities. There is a great difference, from cobalt by the action of ammonium hydroxide
Goethe would argue in 1810 in his Theory of Colors, on the ferricyandies by Browning and Hartwell.
between studying colors in terms of Newtonian If one excludes the natural and technical sciences,
optics and in terms of human experience, and then the term qualitative appears in early psycho-
although the latter cannot reasonably be reduced logical papersfor example, A qualitative analysis
to the former, it does not mean that it is any less of ticklingIts relation to cutaneous and organic
important or amenable to systematic scientific stud- sensation, published in 1908, and Some qualita-
ies. As an example of a field of human experience, tive aspects of bitonal complexes from 1921, both
Goethe argued that our understanding of colors has appearing in the American Journal of Psychology.
suffered greatly from being understood in terms of These texts belong to the psychology of perception
mechanical optics (see Robinson, 2002, p.10), and and come quite close to physiology (or psycho-
one can read his theory as an early qualitative study physiology as it was called). The term qualita-
of the phenomenology of colors (see also Giorgi & tive in the early twentieth century was thus quite
Giorgi, 2008, for a reading of Goethe as a phenom- closely connected to natural science disciplines
enologist avant la lettre). such as chemistry, physiology, and the psychol-
Moving from discussing the term qualitative ogy of perception and appeared much later in the
to qualitative research, we may note that it was social sciences as such. According to Karpatschof
only quite late in the twentieth century that qualita- (2010), who has studied the emergence of qualita-
tive research became a self-defining field of inquiry, tive methods within the social sciences, the term is
although researchers had been employing similar hardly used until 1970, which is a kind of historical
methodologies before. In his book on writing up take-off point, after which there is an exponential
qualitative research, Harry Wolcott (2009) reminds growth in the discourse of qualitative methods in
us that, Prior to the past three or four decades, the social sciences. This has continued to the pres-
not much had been written about field methods ent day, and we have recently witnessed a veritable
(p. 80), and, he continues, As best I recall, the boom of qualitative research in the human and
phrase qualitative research was rarely (never?) heard social sciences, which is not just seen in the out-
in the 1960s. Of what had been written earlier, out- put of research publications that employ qualitative
side their respective academic disciplines, the same methods, but especially in the numerous method-
few references and the same few illustrative stud- ology books that are published every year. As an
ies were cited almost to the exclusion of all others. example, if one takes a look at most catalogues from
(p.80). He mentions Bronislaw Malinowskis intro- academic publishing houses and scans the pages of
duction to his 1922 classic Argonauts of the Western new titles within disciplines such as sociology, the

Brinkmann, Jacobsen, Kristiansen 19


amount of new qualitative research titles will often social sciences and in its social context requires a
greatly outnumber the new titles within quantita- historical reconstruction of the processes by which
tive methodology. the quantitative-qualitative distinction has become
The question then becomes: Why did a need an intellectual as well as a social tool (Jovanovic,
arise around 1970 for qualitative research to define 2011, p.4). In conducting a reconstruction of the
itself as such in the social sciences, often antagonis- socio-historical processes that laid the grounds for
tically in relation to what it is not (i.e. quantitative the emergence of modern sciencea process that is
research)? Why at this particular point in time? After labeled the quest for certaintyJovanovic illumi-
all, books employing interviewing and fieldwork nates some of the very important processes in both
had been published earlier in the twentieth century the emergence of qualitative research as well its
but without invoking the qualitative-quantitative re-emergence in the late 1960s and 1970s. All in all,
binary. And why do we find in recent decades a it was seemingly a mix of political and philosophi-
need to overcome this distinction again, witnessed, cal discussions that would drive the development of
for example, in the wave of so-called mixed meth- qualitative research forward, as we will see further
ods? There are no simple answers to these ques- reflected in the different histories that follow.
tions, but it seems likely that the general growth in
knowledge production in the latter half of the twen- The Internal History of
tieth century, with a new knowledge economy and Qualitative Research
increased significance of techno-scientific knowl- There are manyat times conflictingschools
edge, pushed researchers to identify with specific of thought, traditions, paradigms, and perspec-
traditions of knowledge production. Karpatschof tives included under the heading of qualitative
(2010) has argued that social anthropologists have research. Moreover, it seems as if the realm of what
always used qualitative methods because they have is defined as qualitative research is constantly
as a rule studied traditional societies, whereas soci- expanding (Flick, 2002). Telling the internal his-
ologists have more often used quantitative methods tory of qualitative research means articulating how
because they have studied modern or serialized the history looks to dedicated qualitative researchers
societies with demographics that easily lend them- from inside the field. We will unfold this history
selves to quantitative studies. We may speculate that by emphasizing three philosophical foundations of
qualitative research gains in importance after 1970 qualitative research: (1) the German tradition of
with the emergence of postmodernity, signaling a Verstehen (Schleiermacher, Dilthey, Gadamer) lead-
new dynamic, multiperspectival, and emergent ing to different hermeneutic perspectives such as
social complexity that cannot easily be captured with Geertz in anthropology, (2)the phenomenological
the use of quantitative methods (we return to this tradition (Husserl) leading to different phenomeno-
idea when we address the social history of qualita- logical research methods, and finally (3)the North
tive research below). Also, with the disputes around American traditions of pragmatism, Chicago soci-
positivism as a philosophy of science, which began ology, Goffmans dramaturgical approach, symbolic
in the middle of the century, a need arose to signal interactionism, and ethnomethodology that in dif-
that one can work systematically and methodically ferent ways remain important to current concerns
without subscribing to the tenets of positivism, and in the social sciences. We will also briefly address
here the term qualitative research came in handy. ethnographic fieldwork as an approach that cuts
Another way of expressing this argument has been across most of the paradigmatic differences in quali-
put forward by Jovanovic (2011), who has argued tative inquiry.
that in order to fully understand the emergence and
development of qualitative approaches, one needs Hermeneutics
to put the historical trajectory of the quantita- Hermeneutics is the art of interpretation and
tivequalitative divide under scrutiny. As Jovanovic thus fundamental to much if not all qualitative
points out, qualitative research is much more than research. Originally, with Friedrich Schleiermacher
just methods, procedures, and techniques. It is in (1768 1834), hermeneutics was developed as a
fact an entire a worldview. Qualitative research methodology for interpreting texts, notably biblical
thus may entail an understanding of human beings texts (see Brinkmann, 2005). There was at the time a
and the world that is fundamentally different from pressing need to find a way to understand the scrip-
quantitative research and therefore a plausible tures correctly. With Wilhelm Dilthey (18331911)
positioning of qualitative research in the history of in the late nineteenth century, hermeneutics was

20 Historical Overview of Qualitative Research in the Social Sciences


extended to human life itself, conceived as an ongo- it (p. 34)prioritizes the question: What is the
ing process of interpretation. Dilthey developed a mode of being of the entity who understands?
descriptive psychology, an approach to understand- (Richardson, Fowers, & Guignon, 1999, p. 207).
ing human life that was fundamentally different Being and Time aims to answer this question and
from how the natural sciences work. We explain can thus be said to be an interpretation of inter-
nature through scientific activity, Dilthey said, but preting, or a philosophical anthropology, which
we have to understand human cultural and histori- has been formative in relation to much qualitative
cal life. Alife, as the hermeneutic philosopher Paul research in the hermeneutic tradition.
Ricoeur said a century after Dilthey, is no more Heideggers name for the entity that understands
than a biological phenomenon as long as it has is Dasein, and the being of Dasein is unlike the being
not been interpreted. (Ricoeur, 1991, p.28). And of other entities in the universe. Physical entities
qualitative researchers are (or should be, according such as molecules, tables, and chairs are things that
to the hermeneutic approach to human science) in have categorical ontological characteristics, whereas
the business of understanding the interpretations human beings, or Dasein, are histories or events and
that already operate in peoples lives, individually have what Heidegger called existentials as their
and collectively, which is in effect to interpret a ontological characteristics (Polkinghorne, 2004,
range of interpretations (as we touch upon below, pp. 7374). These are affectedness (Befindlichkeit)
sociologist Anthony Giddens once referred to this as (we always find ourselves thrown into situa-
one aspect of a double hermeneutics;1976). tions where things already matter and affect us),
The dichotomization of Erklren and Verstehen understanding (Verstehen) (we can use the things
has been very influential in separating quantitative and episodes we encounter in understanding the
from qualitative research, with the implication that world), and articulation or telling (Rede) (we can
explanation is about bringing individual obser- to some extent articulate the meanings things have)
vations under a general law (this is known as the (Dreyfus, 1991). In short, humans are creatures
covering law model of scientific work; see Hempel, that are affected by what happens, can understand
1942), while understanding is something more their worlds, and communicate with others, and
particularistic that rests on the specific qualitative together, these features can be said to comprise an
features of the situation in which someone acts. interpretative qualitative stance in human and social
There is a difference, for example, between explain- science research.
ing the movements of objects in space by invoking For Heidegger and later hermeneuticists such as
laws of nature as articulated in physics and under- Hans-Georg Gadamer (19002002) and the contem-
standing why someone decided to do something at porary philosopher Charles Taylor, understanding is
a particular moment in that persons life. In the lat- not something we occasionally dofor example,
ter case, Dilthey would say, we need to understand by following certain procedures or rules. Rather,
the particularities of that persons life, and putative understanding is, from the hermeneutic perspec-
universal laws of human behavior are of little use. tive, the very condition of being human (Schwandt,
The situations and episodes studied by qualitative 2000, p.194). We always see things as something,
researchers are, like historical events, most often human behavior as meaningful acts, letters in a book
unique in the sense that they only happen once. For as conveying some meaningful narrative. In a sense,
that reason, it is not possible to bring them under this is something we do, and hermeneutic writers
universallaws. argue that all such understanding is to be thought
Martin Heideggers (18891976) Being and of as interpretation, and it is exactly this process that
Time from the early twentieth century is often cited interpretative social science aims to engage in. To
as the work that inaugurated a shift from Diltheys study culture is, in Clifford Geertz words, to study
life hermeneutics to what Heidegger would call a system of inherited conceptions expressed in sym-
ontological hermeneutics (Heidegger, 1927). bolic forms by means of which men communicate,
The question of Schleiermachers methodological perpetuate, and develop their knowledge about and
hermeneutics had been, How can we correctly attitudes toward life (Geertz, 1973, p.89). When
understand the meaning of texts? The epistemo- seeking to understand the cultural symbolic system,
logically oriented hermeneutics from Dilthey had the qualitative researcher should engage in thick
asked, How can we understand our lives and description, Geertz said, that captures the contex-
other people? But ontological hermeneuticsor tual features that render any individual action or
fundamental ontology as Heidegger also called event meaningful. The researcher interprets members

Brinkmann, Jacobsen, Kristiansen 21


of a culture, who already operate with more or less one we find in the natural sciences where research
implicit self-interpretations of their own actions. penetrates more and more deeply into nature
This, however, should not be understood as imply- (Gadamer, 1960, p.284). In the human and social
ing that people normally make some sort of mental sciences, there can be no object in itself to be
act in interpreting the world. Interpretation here known (p. 285), for interpretation is an ongoing
is not like the mental act of interpreting a poem, for and open-ended process that continuously recon-
example. It is not usually an explicit, reflective pro- stitutes its object. The interpretations of social life
cess, but rather, in the Heideggerian tradition, seen offered by researchers in the human and social sci-
as something based on skilled, everyday modes of ences are an important addition to the repertoire
comportment (Polkinghorne, 2004; Packer, 2011). of human self-interpretation, and influential fields
This also means that many hermeneutic qualitative of description offered by human science, such as
researchers have been skeptic about method as the psychoanalysis, can even affect the way whole cul-
way to understanding other people (which is one tures interpret themselves. This means that social
goal of qualitative inquiry). Instead, they argue, we theories do not simply mirror a reality independent
understand others by spending time with them and of them; they define and form that reality and there-
talking to them, and this cannot be put into strict fore can transform it by leading agents to articu-
methodological formulas. late their practices in different ways (Richardson,
The idea of reflexivity, which is central to much Fowers, & Guignon, 1999, p.227). Like the prag-
qualitative research, has also been articulated within matists would say (see the section North American
hermeneutic philosophy. Interpretation depends on Traditions later in this chapter), social theories are
certain pre-judices, as Gadamer famously argued, tools that may affect and transform those agents and
without which no understanding would be pos- practices that are theorized. Thus, Giddens (1993,
sible (Gadamer, 1960). Knowledge of what oth- pp. 913) has used the term double hermeneu-
ers are doing and of what our own activities mean tics to describe the idea that social science implies
always depend upon some background or context researchers interpreting the knowledge (or interpre-
of other meanings, beliefs, values, practices, and so tations) of research participants and that the find-
forth. (Schwandt, 2000, p.201). There are no fun- ings of social scientists (i.e., concepts and theories)
damental givens, for all understanding depends continuously re-enter and reshape the social worlds
on a larger horizon of non-thematized meanings. that they describe. Others, such as Kenneth Gergen
This horizon is what gives meaning to everyday life (2001) have conceptualized this as generative the-
activities, and it is what we must engage with as we ory, thus connecting hermeneutic ideas with con-
do qualitative inquiryboth as something that can temporary forms of social constructionism within
break down and necessitate a process of inquiry, and qualitative inquiry.
as something that we can reflexively try to make In short, hermeneutics is one of the most impor-
explicit in an attempt to attain a level of objectiv- tant philosophical traditions to have informed qual-
ity (in the sense of objectivity about subjectivity). itative inquiry. Denzin and Lincoln (2011, p. 13)
The latter is often referred to by qualitative meth- simply refer to the many qualitative paradigms,
odologists as making ones pre-understandings or ranging from constructivism and feminism to cul-
pre-judices explicit. Gadamersaid: tural studies and queer theory, as interpretative para-
digms, thus stressing this legacy from hermeneutics.
In fact history does not belong to us; we belong to
it. Long before we understand ourselves through
Phenomenology
the process of self-examination, we understand
Phenomenology is, in one sense, a more specific
ourselves in a self-evident way in the family, society,
philosophical tradition that informs qualitative
and state in which we live. The focus of subjectivity
inquiry, but, in another sense, it can be used in to
is a distorting mirror. The self-awareness of the
encompass almost all forms of qualitative research.
individual life is only a flickering in the closed
Phenomenology in the general sense is the study
circuits of historical life. That is why the prejudices of
of phenomenain other words, of the world as it
the individual, far more than his judgments, constitute
appears to experiencing and acting human beings.
the historical reality of hisbeing. [Gadamer, 1960,
A phenomenological approach will insist on tak-
pp.276277]
ing human experience seriously, in whichever form
Gadamer argues that this makes the condition of it appears. According to Amedeo Giorgi, a leading
human and social science quite different from the phenomenological psychologist who concentrates

22 Historical Overview of Qualitative Research in the Social Sciences


on phenomenology in the more specific sense, it is prior to the scientific theories we may formulate
is the study of the structure, and the variations of about it. This was well expressed by Merleau-Ponty:
structure, of the consciousness to which any thing,
All my knowledge of the world, even my scientific
event, or person appears (1975, p.83).
knowledge, is gained from my own particular point
As a philosophy, phenomenology was founded
of view, or from some experience of the world
by Edmund Husserl around 1900 and further
without which the symbols of science would be
developed as an existential philosophy by Martin
meaningless. The whole universe of science is built
Heidegger (who was also counted among the her-
upon the world as directly experienced, and if we
meneuticists above), and then in an existential and
want to subject science itself to rigorous scrutiny
dialectical direction by Jean-Paul Sartre and Maurice
and arrive at a precise assessment of its meaning
Merleau-Ponty. The subject matter of phenomenol-
and scope, we must begin by re-awakening the basic
ogy began with consciousness and experience, and
experiences of the world of which science is the
was expanded to include the human life world and
second order expression. [Merleau-Ponty, 1945,p.ix]
to take account of the body and human action in
historical contexts by Merleau-Ponty and Jean-Paul Using a metaphor, we can say that the sciences
Sartre (see Kvale & Brinkmann, 2008, on which the may give us maps, but the life world is the terri-
following is based). The goal in Husserlian phenome- tory or the geography of our lives. Maps make sense
nology was to arrive at an investigation of essences, or only on the background of the territory, where
to describe the essential structures of human experi- human beings act and live, and should not be con-
ence from a first person perspective. Phenomenology fused with it. Phenomenologists are not against
was then a strict descriptive philosophy, employing scientific abstractions or maps, but they insist on
the technique of reduction, which means to suspend the primacy of concrete qualitative descriptions of
ones judgment as to the existence or nonexistence experienceof that which is prior to maps and ana-
of the content of an experience. The reduction is lytic abstractions.
today often pictured as a bracketing, an attempt to Today, phenomenological approaches have
place the common sense and scientific foreknowledge branched and proliferated in many directions within
about the phenomena within parentheses in order to qualitative inquiry. There are specialized phenom-
arrive at an unprejudiced description of the essence of enological approaches within psychology (Giorgi &
the phenomena (Kvale & Brinkmann, 2008, p.27). Giorgi, 2003) and anthropology (Jackson, 1996),
So, a phenomenologist can study the experience of for example, and in sociology, phenomenology was
any human phenomenon (e.g., the experience of introduced primarily through the writings of Alfred
guilt) without taking a stand on theissue whether the Schtz and later his students Peter L. Berger and
phenomenon is real, legitimate, or illusory (e.g., one Thomas Luckmann, whose approach heavily influ-
can study guilt as an experienced phenomenon with- enced some of the North American traditions men-
out discussing whether there is a reason to feel guilt tioned in the following section.
in a given situation or whether it is correlated with
this or that neurochemical process or physiological North American Traditions
response). The subjects experience is the important Apart from the characteristically Continental
phenomenological reality. European traditions, a number of traditions devel-
The important concept of the life world eventu- oped on the North American continent during the
ally became central to Husserl. He introduced the twentieth century that in important ways supple-
concept in 1936 in The Crisis of the European Sciences mented, consolidated, and expanded the focus from
(Husserl, 1954) to refer to the intersubjective and hermeneutics and phenomenology. Many of these
meaningful world in which humans conduct their at the time novel, theoretical perspectives are still
lives and experience significant phenomena. It is a today very much alive on the American continent
pre-reflective and pre-theorized world in which phe- and elsewhere. These qualitatively inspired tradi-
nomena appear as meaningful before they become tions that saw the light of day particularly in the US
subject to theoretical analysis. If the whole range of during the twentieth century are often described as
experienced phenomena did not appear in the life microsociology, social psychology, or the soci-
world, there would be no reason to investigate them ologies of everyday life (see Jacobsen,2009).
scientifically, for there would in a sense be nothing One of the most influential, significant, and last-
to investigate. For phenomenologists, there is thus a ing internal stories of qualitative research has its
primacy of the life world as experienced, since this roots in the pragmatic philosophy that developed

Brinkmann, Jacobsen, Kristiansen 23


on the North American continent in the latter part (according to Peirce as a supplement to the approaches
of the nineteenth century and which later spread of deduction and induction)according to which
also to the European continent. Pragmatism is a the investigator follows five steps towards obtaining
philosophical tradition that is concerned with the knowledge. First, there is the occurrence of an unre-
practical outcomes of human action and which solved situational problempractical or theoretical
is therefore also concerned with the use value of which creates genuine doubt. Second, this is followed
science and the practical evaluation of truth. by a specification of the problem in which the investi-
Truth, for the pragmatists, is always something gator might also either systematically or more loosely
that finds its expression in practical circumstances collect data about the problem at hand. Third, the
(an instrumental view of truth) and thus is not a investigatornow equipped with a specification of
pre-established, fixed, substantial, or sedimented the problemby way of his creative imagination
dimension of knowledge. Contrary to representa- introduces a hypothesis or a supposition about how
tionalist theories of science, pragmatism is distinctly to solve the problem. Fourth, the proposed hypoth-
non-representative; the purpose of scientific practice esis is now being elaborated and compared to other
is not to represent reality as it is, but rather to allow possible solutions to the problem, and the investiga-
humans to understand and control the world they tor based on reasoning carefully considers the possible
are part of through knowledge. The key protago- consequences of the proposed hypothesis. Finally,
nists of pragmatism in the early years were Charles the hypothesis is put into practice through an experi-
Sanders Peirce, William James, John Dewey, and mental or empirical testing by which the investigator
George Herbert Mead. Each contributed in his checks if the intended consequences occur according
own way to the development of pragmatism, not to expectations and whether the problem is solved or
as a coherent whole, but rather as a new perspective not (Dewey, 1910). This research strategy thus starts
on science, democracy, and education. Specifically, out with genuine puzzlement and ends with problem
pragmatism supports an empiricalas opposed to a solving.
theoretical or scholasticperspective on science. It In general, pragmatists therefore have been con-
is in the practical utility of knowledge that science cerned with what they term practical reasoning;
ultimately stands its test. As James once insisted: they are thus preoccupied with knowledge that
has some practical impact in and on the reality in
A pragmatist turns his back resolutely and once
which it is used. Knowledge is active, not passive.
and for all upon a lot of inveterate habits dear to
Without privileging any specific part of the meth-
professional philosophers. He turns away from
odological toolbox, with its emphasis on abductive
abstraction and insufficiency, from verbal solutions,
procedures, pragmatism has proved very useful
from bad a priori reasons, from fixed principles,
particularly in explorative qualitative research as
closed systems and pretended absolutes and origins.
a framework for practice- and problem-oriented
He turns towards concreteness and adequacy, towards
investigation, and pragmatism has for instance
facts, towards action and towards power....It means
inspired researchers working within the so-called
the open air and possibilities of nature, as against
grounded theory perspective (Glaser & Strauss,
dogma, artificiality and the pretence of finality
1967)in fact one of the first self-denoted and
intruth. (James, 1907, pp.3031]
systematically described qualitative methodolo-
Early on, pragmatists were particularly critical giesin which the purpose is to create workable
of the prevalence of behaviorist science, according scientific knowledge that can be applied to daily
to which human beings were seen as mechanically life situations. In recent years, sociologists, phi-
responding to stimuli from the outside. Instead, prag- losophers, and others have begun to take up prag-
matists proposed that humans are meaning-seeking matism after quite a few years of absence from the
subjects who communicate through the use of lan- intellectual agenda. There is thus mentioning of
guage and constantly engage in reflective interaction a revival of pragmatism in the new millennium
with others. According to pragmatic philosophers, (Sandbothe, 2000) that, for example, is evident in
human beings are therefore concerned with the situ- the works of Richard Rorty and Richard Sennett,
ational, the practical, and the problem-solving dimen- just as French sociologist Luc Boltanski and his
sions of their lives. This also goes for social scientific colleagues have heralded a pragmatic turn within
endeavors. In his book How We Think, John Dewey French social theory, and within German sociol-
developed a five-step research strategy or investigation ogy Hans Joas has been one of the key exponents
proceduresometimes also referred to as abduction of pragmatist-inspired social science.

24 Historical Overview of Qualitative Research in the Social Sciences


Pragmatism heavily influenced the founding of [All the Chicago sociologists were] in some ways
the discipline of sociology on the North American empiricists, keen upon the use of hypotheses and
continent. The official date of birth of sociology experimental verification....Axioms, postulates,
is often regarded as the opening of the first soci- rational deductions, ideas and ideals are all deemed
ology department at the University of Chicago in valuable when they can be made to function in
1892. The Chicago School of Sociology during the actual experience, in the course of which they meet
first decades of the twentieth century was instru- with constant modification and improvement....All
mental in developing the discipline in general display the attitude of enquirers rather than of
and members such as Robert E. Park, Florian expositors of absolute knowledge; their most
Znaniecki, and William I. Thomas were particu- confident affirmations are expressed in a tone that
larly prominent in advancing a specifically qualita- shows that they do not regard them asfinal. [Bulmer
tive stance in sociology. As such, and due to their 1984,p.32]
inspiration from pragmatism, the Chicago sociolo-
gists were not keen on theoretical refinement in Despite their preference for qualitative methods,
itself, believing sociology should be an empirical Chicago sociologists have used any kind of mate-
science and not a scholastic endeavor. As Park said, rial available for studying social life. Thus there are
We dont give a damn for logic here. We want to different strands within the Chicago School: the
know what people do! Knowing what people do human ecology strand, the (dis)organization strand,
thus became a trademark of the Chicago sociolo- the social psychology strand, and the action research
gists, and a range of empirical studies from the early strand used especially within social work. Each of
twentieth century illustrate the prevalence of quali- these strands has prioritized different methodologi-
tative approaches and methods such as document cal approaches, theoretical understandings as well
analysis, interviews, and participant observation. as different outcomes of research, but common
The Chicago sociologists were keen to get out and to all has been an intense interest in qualitative
study social life directly, often by use of participant empirical work. Some of the most prominent clas-
observation. The purpose was to create conceptual sic and today still-often-quoted studies conducted
apparatuses and theoretical ideas based on empirical by Chicago sociologists during the early years were
material. Inspired by pragmatist notions about the Harvey W.Zorbaughs The Gold Coast and the Slum
use-value of science, Robert E.Park wanted sociol- (1929), Clifford R. Shaws The Jack-Roller (1930),
ogy through empirical research to be part of public Paul G. Cresseys The Taxi-Dance Hall (1932) and
discussions, debates, and politics as a crucial part The Polish Peasant in Europe and America (1918
of modern democratic society. According to him, 1920) by William I.Thomas and Florian Znaniecki.
sociologists should leave the library and their offices Common to these otherwise methodologically dif-
and go out and get the seat of their pants dirty in ferent studiesrespectively using participant obser-
real research, as he once told his students (Park in vation, document analysis on letters and diaries, and
Lindner, 1996, p.81). Moreover, some of the early interviewing and official statisticswere their inter-
Chicago sociologistsJane Addams, for example est in knowing what people do in particular situa-
also pioneered social work and action research and tions and circumstances and to uncover the types
wanted to use sociology to promote social reform. of activities often taking place on the outskirts of
By using the city of Chicagoa city with a popula- society: deviance, crime, subcultures, and the like.
tion size that increased tenfold in less than one hun- In the first half of the twentieth century, Chicago
dred yearsas an empirical laboratory for all sorts sociology thus functioned as a pioneer in promoting
of investigations, the sociologists exploredand a distinctly qualitative mentality that was later super-
still explorecity life as a concrete environment for seded by other institutions (Harvard and Columbia)
understanding more encompassing social changes and other methodological preferences but which is
and transformations. In general, the Chicago School still today a vital force in American sociology.
has throughout the years been characterized by a Building on the insights from the early Chicago
distinct qualitative and ethnographic orientation, School of sociology (often referred to as the first
focusing on studying people in their natural sur- generation of Chicago Sociology), several sociolo-
roundings (the city), being critical of non-empirical gists and social anthropologistssome of whom
research and theory, and being driven by a desire to were themselves students of the early Chicagoans
uncover and understand patterns of human interac- during the 1940s and onwards began to develop
tion. As Martin Bulmer pinpointed: the idea of symbolic interactionism, sometimes more

Brinkmann, Jacobsen, Kristiansen 25


broadly described as interactionism. What began as accordingly, is that of direct examination of the
a distinctly North American project later spread to empirical socialworld. [Blumer, 1969,p.47]
the European continent. Some of the early propo-
Blumer argued for the development of sensitizing
nents of symbolic interactionist social science with a
conceptsas opposed to definitive conceptsto
strong emphasis on qualitative methods were Charles
capture social life theoretically; such concepts gives
H. Cooley, Everett C. Hughes, Erving Goffman,
the user a general sense of reference and guidance
Howard S. Becker, Herbert Blumer, and Norman
in approaching empirical instances (Blumer, 1954,
K.Denzinwith Blumer responsible for originally
p.7). Symbolic interactionism does per definition
coining the term symbolic interactionism, which
not privilege any specific methods or research proce-
he admitted was a barbarous neologism (Blumer,
duresanything capable of capturing human mean-
1969). Symbolic interactionism often refers to the
ing making through symbolic interaction in everyday
social philosophy of George Herbert Mead as the
life and capable of providing sensitizing concepts will
founding perspective, which was later developed,
do. However, historically, due to its close associa-
refined, and sociologized by others. Mead was a
tion with Chicago sociology, symbolic interactionists
central force in the development of pragmatism.
have primarily worked with a variety of qualitative
Symbolic interactionism is based on an understand-
methods and used these to discover, represent, and
ing of social life in which human beings are seen as
analyze the meaning-making processes involved in
active, creative, and capable of communicating their
human interaction is a variety of contexts. Although
definitions of situations and meanings to others.
a branch of symbolic interactionism under the aus-
According to Blumer, there are three central tenets
pices of Manford Kuhn began to develop at the
of symbolic interactionism:(1)humans act toward
University of Iowa (the Iowa School as opposed to
things on the basis of the meanings they that the
the Chicago School of Blumer and others) that pri-
things have for them, (2)the meaning of such things
oritized more positivistic aspirations and used quan-
is derived from or arises out of the social interaction
titative methods and experimental research designs,
that one has with ones fellows, and (3)these mean-
symbolic interactionism is to a large degree associ-
ings are handled in and modified through an inter-
ated specifically with qualitative research, privileging
pretive process used by the person in dealing with
the careful observation (and particularly participant
the things he encounters (Blumer 1969, p.2). As is
observation) of social life in concrete and often natu-
obvious from this, symbolic interactionists are con-
rally occurring circumstances (Manis & Meltzer,
cerned with how humans create meaning in their
1978). Today, symbolic interactionism is still very
everyday lives and in how, as the term symbolic
much alive and kickingthrough conferences, book
interaction indicates, this meaning is created and
series, and a journal devoted to studies in symbolic
carved out through interaction with others and by
interactionand is an active part of American soci-
use of various symbols to communicate meaning.
ology and elsewhere, although the originality and ini-
As Blumer stated on the methodological stance of
tially provocative ideas of the pioneering protagonists
symbolic interactionism:
of symbolic interactionism have gradually waned
Symbolic interactionism is a down-to-earth approach throughout theyears.
to the scientific study of human group life and One of the main proponents of interactionism
human conduct. Its empirical world is the natural was Erving Goffman, who throughout his career,
world of such groups and conduct. It lodges its which started at the University of Chicago in the
problems in this natural world, conducts its studies early 1950s, gradually developed a perspective to
in it, and derives its interpretations from such study the minutiae of social life that still today is one
naturalistic studies. If it wishes to study religious of the most quoted and used within contemporary
cult behavior it will go to actual religious cults social research. Goffman in many ways personified
and observe them carefully as they carry on their qualitative social science in the mid-twentieth cen-
lives. If it wishes to study social movements it will tury due to his particular topics of interest as well as
trace carefully the career, the history, and the life his specific means of investigating them. Goffmans
experiences of actual movements. If it wishes to main preoccupation throughout his career was to
study drug use among adolescents it will go to the tease out the many miniscule and often overlooked
actual life of adolescents to observe and analyze such rituals, norms, and behavioral expectations of the
use. And similarly with respect to other matters social situations of face-to-face interaction between
that engage its attention. Its methodological stance, people in public and private placessomething

26 Historical Overview of Qualitative Research in the Social Sciences


that at the time was often regarded with widespread scientifically neglected events of everyday life. His
skepticism by more rigorously oriented social work was characterized by an apparent method-
researchers. This was indeed a time when the cen- ological looseness that consciously and stylistically
ter of intellectual development and priority within downplayed the importance of his own findings but
the social sciences on the American continent had which covered over the fact that his work actually
gradually shifted from the University of Chicago uncovered heretofore empirically uncharted terri-
in the earlier parts of the twentieth century to tory. Many of the titles of his books thus contained
Harvard University and Columbia University at consciously diminutive subtitles such as reports,
mid-century with a concomitant shift from quali- essays, or microstudies that gave the impression,
tative and particularly ethnographic methods to however mistaken, that it should not be taken all
much more experimental, quantitative, and statis- too serious. Goffman willingly admitted on what
tical methods. Not surprisingly, Goffman is often others might have regarded as a dubious research
described as a maverick with his impressionistic strategy:
and to some extent obscure approach to research
Obviously, many of these data are of doubtful worth,
methodology and ways of reporting his findings.
and my interpretationsespecially some of them
Like one of his main sources of inspiration, Georg
may certainly be questionable, but Iassume that a
Simmel, Goffman keenly used the essay as a privi-
loose speculative approach to a fundamental area
leged means of communicating research findings,
of conduct is better than a rigorous blindnesstoit.
just as other literary devices such as sarcasm, irony,
[Goffman 1963,p.4]
and metaphors were part and parcel of his meth-
odological toolbox. Goffman was particularly criti-
In his work, Goffman relied heavily on all sorts
cal of the use of many of the methods prevalent
of empirical material. He conducted interviews
and valorized in sociology at his time. For instance,
with housewives; he explored an island community
against the preference for statistical variable analy-
through in-depth ethnography; he investigated the
sis and the privilege of quantitative methodology,
trials and tribulations of patient life at a psychiat-
he once stated:
ric institution by way of covert participant obser-
The variables that emerge tend to be creatures of vation; he performed the role as a dealer in a Las
research designs that have no substance outside Vegas casino in order to document and tease out
the room in which the apparatus and subjects are the gambling dimensions of human interaction; he
located, except perhaps briefly when a replication or listened to, recorded and analyzed radio programs;
a continuity is performed under sympathetic auspices and he more or less freely used any kind of qualita-
and a full moon. Concepts are designed on the run in tive technique, official and unofficial, to access the
order to get on with setting things up so that trials can bountiful richness of social life. Despite his reliance
be performed and the effects of controlled variation on a varied selection of empirical input (or what he
of some kind or another measured. The work begins termed slices of social life), throughout his career,
with the sentence we hypothesize that..., goes Goffman gradually developed and refined a unique
on from there to a full discussion of the biases and research methodology by way of various metaphors
limits of the proposed design, reasons why these intended to capture and highlight specific features
arent nullifying, and culminates in an appreciable of everyday life interaction. Goffmans perspective
number of satisfyingly significant correlations tending on qualitative research therefore is often referred to
to confirm some of the hypotheses. As though the as dramaturgy because his main and most popular
uncovering of social life were that simple. Fields of metaphors was the theatrical analogy in which he
naturalistic study have not been uncovered through in The Presentation of Self in Everyday Lifein detail
these methods. Concepts have not emerged that described social interaction as if it was a perfor-
re-ordered our view of social activity. Understanding mance made by actors on a scene (Goffman,1959).
of ordinary behavior has not accumulated; However, Goffmans metaphorical cornucopia
distancehas. [Goffman, 1971, pp.2021] was much more than mere dramaturgy. He also
invented and refined other metaphorical sche-
Instead, Goffman opted for an unmistakable mas:The ritual metaphor (looking at social life as
and distinctive qualitative research strategy aimed if it was one big ceremonial event), the game meta-
at charting the contours and contents of the all phor (investigating social life as if it was inhabited
too ordinary and ever-present but nevertheless by conmen and spies), and the frame metaphor

Brinkmann, Jacobsen, Kristiansen 27


(concerned with showing how people always work main arbiter between people, Garfinkelas a kind
towards defining and framing social situations in of phenomenological empiricism (Heap, 1980)
order to make them meaningful and understand- set out empirically to discover and document what
able). All these different metaphors concentrated on people actually do whenever they encounter each
the very same subject matterpatterns of human other. True to the general pragmatist and interac-
interaction, or, put in another way, social life at the tionist perspective, ethnomethodologists rely on an
micro leveland each metaphor spawned a spec- image of human actors as knowledgeable individu-
tacular number of analytical terms and sensitizing als who through such activities as indexicality,
concepts, many of which today are household con- the etcetera principle and accounts, in Ludwig
cepts in the social sciences (just think of stigma, Wittgensteins terminology, know how to go on.
impression management, labeling, or fram- Social reality and social order are therefore not
ing). Moreover, they served as useful devices in static or pre-givenrather they are the active out-
which to embed the aforementioned varied empiri- come or accomplishment of actors local meaning
cal material, thereby giving it shape, meaning, and making amidst sometimes bewildering, confusing,
substance. Goffmans perspective later inspired new and chaotic situations. As Garfinkel stated on the
generations of sociologists in particular and qualita- purpose and procedures of ethnomethodology
tive researchers in general who have used him and phrased in typical tortuous ethnomethodological
his original methodology and colorful concepts to wording:
study a variety of conventional as well as new empir-
Ethnomethodological studies analyze everyday
ical domains such as tourist photography, mobile
activities as members methods for making those
phone communication, and advertising (see, e.g.,
same activities visibly-rational-and-reportable-for-all-
Jacobsen,2010).
practical-purposes, i.e. accountable, as organizations
Ethnomethodology is another important tradi-
of commonplace everyday activities. The reflexivity
tion in the internal history of qualitative research
of that phenomenon is a singular feature of
that simultaneously builds on and extends the
practical actions, of practical circumstances, of
perspective provided by pragmatism, interaction-
common sense knowledge of social structures, and
ism, and the dramaturgical work of Goffman. Like
of practical sociological reasoning...Iuse the term
Goffman, ethnomethodologists take an interest in
ethnomethodology to refer to the investigation
studying and unveiling the most miniscule realm
of the rational properties of indexical expressions
of human interaction, and they rely on the col-
and other practical actions as contingent ongoing
lection of empirical data from a variety of sources
accomplishments of organized artful practices of
in the development of their situationally oriented
everydaylife. [Garfinkel, 1967, p.vii,p.11]
sociology. Ethnomethodology was initially a proj-
ect masterminded by American sociologist Harold According to ethnomethodologists, there are
Garfinkel who in Studies in Ethnomethodology many different methods available to tease out the
(1967) outlined the concern of ethnomethodol- situational and emerging order of social life that
ogy as the study of the routine actions and the is based on members methods for making activi-
often-unnoticed methods of meaning making used ties meaningful. Ethnomethodology is, however,
by people in everyday settings (hence the term eth- predominantly a qualitative tradition that uses
nomethodology meaning folk methods). These rou- typical qualitative methods such as interviews and
tine activities and the continuously sense-making observation strategies for discovering and docu-
endeavors were part and parcel of the quotidian menting what goes on when people encounter
domain of everyday life (described by Garfinkel, in everyday life, but they also like to provoke our
the characteristically obscure ethnomethodological ingrained knowledge of what is going on. Thus,
terminology, as the immortal ordinary society) in classic Durkheimian-inspired fashion, one par-
that rest on common-sense knowledge and practi- ticularly opportune ethnomethodological way to
cal rationality. Inspired by the phenomenological find out what the norms and rules of social life
sociology of Alfred Schtz as well as to some extent really are and how they work is to break them. For
also the functionalism of Talcott Parsons, Garfinkel example, Garfinkel invented the breaching experi-
concerned himself with a classic question in soci- ments aimed at provoking a sense of disorder in
ology: how is social order possible? But instead the otherwise orderly everyday domain so as to see
of proposing abstract or philosophical answers to what people do to restore the lost sense of order.
this question or proposing normative force as the Of these breaching experiments or incongruence

28 Historical Overview of Qualitative Research in the Social Sciences


proceduresthat Garfinkel asked his students to producing universal truths or uncovering gen-
performhewrote: eral laws about society and instead opt for a
much more mundane approach to studying the
Procedurally it is my preference to start with familiar locally produced orders and thoroughly episodic
scenes and ask what can be done to make trouble. and situational character of social life (see, e.g.,
The operations that one would have to perform in Cicourel, 1964). In a typical provocative respecifi-
order to multiply the senseless features of perceived cation of Schtzs classic dictum, Garfinkel thus
environments; to produce and sustain bewilderment, suggested that we are all sociologists, because we
consternation and confusion; to produce the constantly search for meaning. The means and
socially structured affects of anxiety, shame, guilt methods of inquiry of professional sociologists are
and indignation; and to produce disorganized thus not all that different from the various ways
interaction should tell us something about how the ordinary people in everyday life observe, inquire,
structures of everyday activities are ordinarily and or talk to one another. This is a principle shared
routinely produced and maintained [Garfinkel, 1967, with the hermeneutic strand, which was addressed
pp.3738] earlier.
Most of the North American traditions men-
Garfinkel, his colleagues, and students tioned here can be covered by the label of creative
throughout the years performed a range of inter- sociologies (Morris, 1977) because they first of all
esting studiesof courtroom interaction, jurors regard human beings as creative actors capable of
deliberations, doctors clinical practices, trans- and concerned with creating meaning in their lives,
sexuals attempts at passing in everyday life, and secondly because they emphasize creative quali-
piano players development of skills and style, tative approaches to capture and analyze those lives.
medical staffs pronunciation of patients deaths, As Monica B.Morris recapitulated on these creative
police officers craft of peace keeping, pilots con- sociologies:
versation in the cockpit aimed at finding out
The basic assumption underlying the creative
how everyday life (and particularly work situa-
approaches to sociology are:that human beings are
tions) is ordinarily and routinely produced and
not merely acted upon by social facts or social forces;
maintained by using breaching experiments, but
that they are constantly shaping and creating their
also less provocative methods. Later, ethnometh-
own social worlds in interaction with others; and
odology bifurcated into a conversation analysis
that special methods are required for the study and
strand on the one hand and what has been termed
understanding of these uniquely human processes.
conventional ethnographical ethnomethodology
[Morris, 1977,p.8]
on the other. Common to both strands has been
a concern with uncovering the most meticulous These special methods have predominantly
aspects of human interactionnon-verbal and been varieties of qualitative methods. Common to
verbal. Just as Garfinkel studied the natural pat- most of the North American creative sociologies is
terns of interaction in natural settings (the living also a distinct microsociological orientation aimed
room, the courtroom, in the clinic or elsewhere), at mapping out and analyzing the distinctly quotid-
so conversation analysts studied natural language ian dimensions of social life and society. Besides the
(but also professional jargon) as used by people various traditions that we have chosen to delineate
in ordinary circumstances. For instance, conversa- as part of the internal story of qualitative research,
tion analysts, such as Harvey Sacks and Emanuel we can also mention the important insights from
Schegloff, intimately studied and analyzed the social semiotics, existentialism, critical everyday life
minutiae of turn-takings, categorizations, and sociology, cultural studies, sociology of emotions,
sequences of verbal communication in order to interpretive interactionism, and more recently
see how people through the use of language create actor-network theory that, however, will not be pre-
meaning and a coherent sense of what is going on. sented here.
Characteristic of both strands of ethnomethodol- A final tradition that can be mentioned, but
ogy is the strong reliance on qualitative research which we will not analyze in detail here, is the tradi-
methods aimed at capturing and detailed describ- tion originating with structuralism in the first half of
ing the situational and emerging character of the twentieth centurythe linguistics of Ferdinand
social order. In fact, ethnomethodologists strongly de Saussure and the structural anthropology of
oppose positivistic research procedures aimed at Claude Lvi-Strauss, for example, which eventually

Brinkmann, Jacobsen, Kristiansen 29


developed into post-structuralism in the latter half of the culture under scrutiny and the functional
of the century in the hands of figures such as Michel meaning of its various elements, Malinowski intro-
Foucault, a French philosopher and historian of duced at least three important principles that still
ideas, who is among the most referenced authors appear among the most important requirements
in the social science as a whole. Structuralism was of anthropological fieldwork. First, the researcher
based on the idea that language is a system of signs should live in the community and among the peo-
whose meaning is determined by the formal rela- ple that are being studied; second, the researcher
tions between the signs (and not with reference to should learn the specific language of the commu-
the world) and post-structuralism pushed this nity and not rely on interpreters who might add a
idea further by arguing that the system is constantly distance between researcher and community; third,
moving and in flux, which is why, as Jacques Derrida researchers should participate and observe at the
(the leading exponent of deconstruction) would say, same time (participant observation) (Kristiansen &
meaning is endlessly deferred. In relation to quali- Krogstrup2012).
tative research, we should say that Foucault (and to In contemporary textbooks on anthropologi-
a lesser extent Derrida) was a significant inspiration cal fieldwork methods, Malinowskis study among
for many forms of discourse analysis, which today the Trobriand Islanders is mentioned as a paradigm
exist in many different variants. One variant is heav- example, and generations of anthropological schol-
ily inspired by Foucault and an awareness of power ars have conducted fieldwork employing the prin-
relations in social worlds (e.g., Arribas-Ayllon & ciples laid out by Malinowski in the first decades of
Walkerdine, 2008), while Discursive Psychology as the twentieth century. And, as it has been indicated
another is not closely associated with Foucault or earlier in this chapter, anthropological fieldwork
post-structuralism, but originates in the aforemen- methods have been embraced by scholars from
tioned ethnomethodology and conversation analy- many other social science disciplines, especially
sis (Sacks, Schlegoff), which was mentioned earlier sociology. The important point to be learned here
(see Perkyl & Ruusuvuori,2011). is not necessarily the specific principles of ethno-
graphic research per se, but the idea that ethno-
Ethnography graphic fieldwork should be considered among the
Before concluding this internal history, it is important roots of qualitative research and thus that
appropriate with a note on the early trade of anthro- the development of ethnographic fieldwork by pio-
pological and sociological ethnography, which neers such as Malinowski and Boas in anthropol-
cuts across the different philosophical paradigms ogy, and Robert E. Park, Ernest Burgess and Nels
discussed previously. In anthropology, Bronislaw Anderson in (Chicago) sociology was triggered by
Malinowski, who held the first chair in social a conception of the world as culturally pluralistic
anthropology at the London School of Economics, and diversified, which in turn called for the devel-
is together with Franz Boas, one of the founders of opment and refinement of methods and procedures
American cultural anthropology, considered as the suited for grasping pluralities of the contemporary
pioneers of ethnographic fieldwork. Contrary to the socialworld.
armchair anthropology and anthropology of the
verandah conducted by earlier members of the dis- The Marginalizing History
cipline, and thus in a situation in which there was of Qualitative Research
practically no professional discourse on field work After this tour de force through the internal
practice and experiences, Malinowski insisted on history of qualitative research focusing on intel-
and practiced fieldwork methods of the kind that lectual forerunners, theoretical paradigms, and
is performed by todays ethnographers. Conducting methodological developments, let us turn to
his famous study of the culture of the Trobriand another way of describing the rise of qualitative
Islanders, he stayed and lived among the natives for research. It is difficult to understand current dis-
a period of almost three years. Inspired partly by cussions in qualitative journals and handbooks
psychologist Wilhelm Wundt, Malinowski concep- without taking into account a widespread experi-
tualized culture as a kind of toolbox containing the ence of not just studying the marginalized (some-
specific tools and means that people use in order to thing qualitative researchers often take pride in
satisfy their needs. This functionalistic understand- doing), but also of qualitative researchers them-
ing had, of course, certain methodological implica- selves being marginalized as a research commu-
tions. In order to obtain an adequate understanding nity. Several decades ago, Fritz Machlup (1956)

30 Historical Overview of Qualitative Research in the Social Sciences


insisted that the social sciences as a whole suffered when qualitative researchers distance themselves
from an inferiority complex because the knowl- from positivism, they most often construct a
edge they could provide lacked the accuracy, straw man and rarely, if ever, go back and read
law-like character, value-freedom and rigor of what early positivists such as Comte, Schlick,
real science (such as natural science). Although or Carnap in fact had to say about research and
this might be nothing less than a caricature of the human experience.
social sciences in general and qualitative research Kvale and Brinkmann (2008) have even asked if
in particular, perhaps qualitative sociologists, the time has come to rehabilitate the classical posi-
in this respect, may have suffered from an even tivists, perhaps in order for qualitative researchers
more strongly felt inferiority complex than, for to counter the marginality myth. It is noteworthy
example, their colleagues working with statis- that August Comte (17981857) was responsible
tics, surveys, or quantitative data analysis because for founding both positivist philosophy and the sci-
qualitative sociologyalmost per definitionhas ence of sociology. His positivist philosophy reacted
been seen by others and sometimes also by its own against religious dogma and metaphysical specula-
proponents as being opposed to the principles of tion and advocated a return to observable data.
real science. As Stephen Jay Gould once asked, mile Durkheim was another early sociologist who
Why do we downgrade...integrative and quali- was influenced by positivist sociology and gave pen-
tative ability, while we exalt analytical and quan- etrating qualitative analyses of social phenomena.
titative achievement? Is one better, harder, more Positivism had in general a significant influence
important than the other? (Gould in Peshkin, on culture and the arts of the nineteenth century,
1993, p.23). There is little doubt that during the inspiring a move from mythological and aristocratic
decades in the mid-twentieth century, qualitative themes to a new realism, depicting in detail the lives
research lived a rather shadowy and marginalized of workers and the bourgeoisie (for some of this his-
existence and was regarded with some suspicion tory, particularly in the British context, see Dale,
(Mottier, 2005). These were the decades of the 1989). In histories of music, Bizets opera Carmen,
orthodox consensus (Giddens, 1976) within featuring the lives of cigarette smugglers and tore-
the social sciences, relying heavily on positivis- adors, has been depicted as inspired by positivism,
tic research methods, a behaviorist image of man and Flauberts realistic descriptions of the life of
and a general functionalist theoretical foundation. Madame Bovary can likewise be considered as a
Only later did we witness a revival or renaissance positivist novel. Impressionist paintings sticking to
of qualitative research (Gobo, 2005). However, the immediate sense impressions, in particular the
there is also little doubt that some qualitative sense data of pointillism also drew inspiration from
researchersfor example, Goffmanconsciously positivism. The founder of phenomenological phi-
sought out such a marginalized position vis--vis losophy, Husserl, was even led to state that if posi-
prevailing positivistic research methods that in tivism means being faithful to the phenomena, then
many ways not only gradually helped changing we, the phenomenologists, are the true positivists!
the game regarding the validity or applicability It is no doubt true that many qualitative research-
of certain research methods, but also made some ers have felt marginalized because of what they feel
qualitative researchers almost immune to critique is a threat from the positivist philosophy of science.
from colleagues working within more quantitative But if one goes back to Comte, and even to twen-
or statistical traditions. As reported by Norman tieth century logical positivists like Carnap and
K. Denzin and Yvonna S. Lincoln, qualitative Schlick, one finds a surprisingly great methodologi-
researchers are called journalists or soft scientists. cal tolerance instead of the oft-insinuated hostility
Their work is termed unscientific or only explor- towards qualitative methods (Michell, 2003). The
atory or subjective. It is called criticism, and not threat to qualitative methods has not come from a
theory, or it is interpreted politically, as a dis- philosophy of science, but from research bureaucra-
guised version of Marxism or secular humanism cies and funding agencies, witnessed, for example,
(Denzin and Lincoln, 2011, p.7). While there is in the recent movement towards evidence based
some truth to this, we believe that much of the practice in the professions, which impend on the
marginalization history of qualitative research is possibilities of conducting qualitative studies. As
based on a myth. For example, the classical posi- we will argue in the next section with reference to
tivists, as Michell (2003) has recently demon- Latour (2000), it seems clear that the natural sci-
strated, were not against qualitative research, so ences are full of qualitative studies, which is further

Brinkmann, Jacobsen, Kristiansen 31


indication that qualitative researchers have no rea- constructed their science as a science of numbers
son to feel inferior or marginalized in relation to in an attempt to emulate the natural sciences.
their peers, who employ methods normally associ- There is something like a physics envy running
ated with the natural sciences. through the history of psychology and related dis-
ciplines, which has implied an exorcism of qualita-
tive research. The reader can try for herself to locate
The Repressed History a standard textbook from psychology and check
of Qualitative Research whether qualitative research is mentioned. The
As we have seen in the internal history of qualita- chance is very high that qualitative methods are not
tive research, in some disciplines such as sociology, mentioned at all. Bruno Latour, an anthropologist
qualitative approaches have been out in the open who has actually entered into and observed research
for decades and remain so today. However, for other behavior in natural science laboratories, concludes
disciplines the situation has been quite different, laconically, The imitation of the natural sciences
and it is this that we wish to highlight by briefly tell- by the social sciences has so far been a comedy of
ing what we call the repressed history of qualita- errors (Latour, 2000, p.14). It is a comedy of errors
tive research. This analysis pertains to psychology in chiefly because the natural sciences do not look at
particular, but it may also be relevant for other dis- all like it is imagined in psychology and the social
ciplines. Psychology was born as a science, it is said, sciences. The natural sciences like physics, chem-
in 1879 when Wilhelm Wundt established the first istry, biology, zoology, and geology are not built
psychological laboratory in Leipzig. Wundt then around statistics but often around careful qualita-
began to conduct psychological experiments, but he tive descriptions of their subject matters. It can even
also inaugurated the tradition of Vlkerpsychologie, a be argued that such fields as paleontology rests on
cultural-historical approach of studying human life interpretative methods (Rorty, 1982). Anatomy and
through customs, myths, and symbols, somewhat physiology are qualitative disciplines in large parts,
along the lines suggested by Dilthey in the herme- describing the workings of the body, and it can
neutic tradition addressed above. So Wundt both without stretching the concept too farbe argued
initiated a tradition of experimental psychology, that Darwin was a qualitative researcher, adept at
which has since become the mainstream approach, observing and interpreting the natural world in its
using quantitative measures, but also a long quali- qualitative transformations.
tative tradition in psychology. The qualitative tra- If this analysis is valid, it means that qualitative
dition, however, has been forgotten by the official research in psychologyas in most, if not all, human
journals and handbooks of psychology to an extent and social scienceslooks much more like natural
that makes it resemble repression. science than is normally imagined and is much older
The case is that many founding fathers in psy- than usually recognized. Here we can mention not
chology that today are not particularly associated just Wundts cultural psychology, but also William
with qualitative research in fact based their work James study of religious experience, Freuds inves-
on exactly that. It has likely been seen as embar- tigations of dreams and his clinical method more
rassing to textbook writers to include such figures broadly, Gestalt psychologists research on percep-
as Freud and Piaget among qualitative researchers, tion, Piagets interviews with children, Bartletts
since qualitative research has not figured among the studies of remembering, and Merleau-Pontys
respectable methods of the science of psychology. phenomenology of the body. These are routinely
Psychology has been described by Sigmund Koch addressed in psychological textbooksafter all
as unique among the sciences in having decided on they have all been formative of the disciplinebut
its methods before defining its subject matter (see their qualitative research methods are almost always
Robinson, 2001). Psychology has had, as its subject neglected or repressed. The history of interviewing
matter, something almost as elusive as the soul (i.e., as a qualitative research method is closely connected
the mind, which is an entity that psychologists have to the history of psychology (especially in its clinical
never been able to agree on). It has been defined and therapeutic variants), and some of this history is
as inner experience, outer behavior, information told in this books chapter on qualitative interview-
processing, brain functioning, a social construction, ing. Suffice it here to say that interviewing became
and many other things. But instead of agreeing on a method in the human and social sciences with
the subject matter of their discipline, the majority of Freuds psychoanalysis around 1900, and we refer
psychologists have since the mid-twentieth century the reader to the interview chapter for the details.

32 Historical Overview of Qualitative Research in the Social Sciences


Although Freuds status as a theorist of the mind usually describe as the renaissance of qualitative
has been much debated in recent years, perhaps research. [Jovanovic, 2011,p.18]
his main contributionsimultaneously using the
conversation as a knowledge-producing instrument In other words, changes in life forms, world
and as a talking cureremains as relevant as ever. views, and cultural practices were constituent
This makes it even stranger that Freud and the other of the re-emergence of qualitative research on
psychological pioneers have been repressed as quali- the scientific scene in the 1960s and 1970s. And
tative psychologists from the mainstream of the dis- as we have touched upon earlier in this chapter
cipline. It is hard to imagine that psychology and (see section The Internal History of Qualitative
similar sciences could have achieved their relatively Research), to some extent this re-emergence of
high impact on society had they not employed what qualitative research (at least among some of the
we call qualitative methods to zoom in on signifi- early Chicagoans) has been associated with emanci-
cant aspects of human and sociallife. pation and with a practical use of social and human
science knowledge in favor of underprivileged
The Social History of groups in society. Such history writing, however,
Qualitative Research unveils only one specific aspect of the interconnect-
Like all forms of social science, qualitative edness of qualitative research on the one hand and
research exists in social, economic, cultural, and the social fabric on theother.
historical contexts, and must be understood in rela- The social history of qualitative research has
tion to these. Taking this as a point of departure, it not yet been written, but it should also approach
makes good sense that qualitative research experi- its development in another way, namely as deeply
enced a renaissance from the late 1960s onwards. related to management and industrial organizations
On a basis of a somewhat Western-biased or eth- (cf. the famous Hawthorne study that involved
nocentric worldview, the 1960s can be considered interviews with thousands of workers with the
as a starting point for some major changes in life aim of increasing productivity) and also adver-
forms, social institutions, and the whole social fab- tisements and commercial research (focus groups,
ric of society. As Gordana Jovanovic (2011) has consumer interviews, etc.). From a Foucauldian
argued, the legitimacy of some of the apparently perspective, qualitative research does not just spring
solid social institutions such as the marriage and the from the countercultural and emancipatory move-
family were questioned, and a more pluralistic and ments of the 1960s and 1970s but may also have
differentiated picture began to appear in terms of become part of the soft and hidden forms of power
social groups, and new social movements making exertion in the confessional interview society
claims in favor of the environment, global peace, (Atkinson & Silverman, 1997), andcontrary to
and womens and students rights emerged. Together its self-understandingqualitative research may
with the already existing critique of positivism and quite often function as a tool in the hands of the
a universal rational method put forward by scholars powerful (cf. the use of focus groups for marketing
such as Paul K.Feyerabend (1975), these changes, and political purposes).
Jovanovic argues, spurred the belief that traditional As discussed by Brinkmann and Kvale (2005),
natural science and causally oriented research mod- the focus of the economies of Western societies has
els were inadequate in terms of studying and under- shifted from efficient production of goods to cus-
standing these new forms of social life. Therefore tomers consumption of the goods produced. What
there was a need to develop approaches that could is important is no longer to make products as stable
uncover the meanings and nature of the unexpected and unfailing as possible, but rather to make markets
and apparently provocative, disturbing, and opposi- by influencing buyers through marketing. Henry
tional social phenomena: Ford is supposed to have said that customers could
get the Model T in any color they wanted, as long
In these altered social circumstances, in which views as they preferred black, but in todays post-Fordist
concerning both science and the position of science economy, such standardization is clearly outdated.
had changed, it became possible to pose different What is important today is not just the quality of
research questions, to shift the focus of research the product, but especially its style, the story behind
interests, to redefine the research situation and the it, the experiences it generates, and what it reveals
role of its participantsin a word, conditions were about the owners self-in short, its hermeneutic
created for what histories of qualitative methods qualities. Products are sold with inbuilt planned

Brinkmann, Jacobsen, Kristiansen 33


obsolescence, and advertisements work to change were influenced by pragmatic and interactionist
customers and construct their desires continually in thought, by Continental (particularly German)
order for new products to find new markets. Softer, thinking stressing description and understanding
more concealed forms of power gradually replace before causal explanation, and also by journalism,
the bureaucratic structures of industrial society by ecology models, and essayistic writing. At the
with its visible hierarchies and governance through same time, there was a strong spirit of wanting to
reward and punishment. link sociological research with engagement in social
To begin writing the recent social history of issues and social reform (Abbott, 1999; Bulmer,
qualitative research, we may note how, in consumer 1984). Second, the early Chicagoans initial inter-
society, soft qualitative research has been added est in immigrants, patterns of urban development,
to the repertoire of social science methodologies, crime, and the general social dynamics of city life
often superseding the bureaucratic forms of data stimulated scholars such as Thomas, Znaniecki,
collection in standardized surveys and quantita- Park, and Burgess to develop and employ research
tive experiments. While a textbook on quantitative strategies that were different from the quantitative
methodology may read like a manual for adminis- ones (see Jrgensen & Smith, 2009). One might
trators and engineers, qualitative guidebooks read say that the study of the complexity of new city life
more like manuals for personnel counselors and craved methodological considerations and research
advertisers, stressing emotions, empathy, and rela- strategies that made the qualitative perspective
tionships. Although qualitative methods are often come in handy. Thus in order to understand and
pictured as progressive and even emancipatory, we grasp the cultural complexities of immigrant com-
should not overlook the immersion of these meth- munities, the social worlds of marginalized people,
ods in a consumer society, with its sensitivity towards and the segmentation of cities in distinctive zones,
experiences, images, feelings, and lifestyles of the these researchers were somehow bound to employ
consumers (Kvale, 2008). The qualitative inter- and advance qualitative methods and techniques
view, for example, provides important knowledge such as biographical research, fieldwork, and
for manipulating consumers desires and behavior mapping.
through psychologically sophisticated advertising.
One of the most significant methods of marketing The Technological History
in consumer society isnot surprisinglyqualita- of Qualitative Research
tive market research. More than a decade ago, it Qualitative research indeed depends on human
already accounted for $2 billion to $3 billion world- beings observing, interacting with, and talking to
wide (Imms & Ereaut, 2002), and according to one each other, but its history has also been driven by
estimate, 5percent of all British adults have taken technological developments. It is difficult to imag-
part in market research focus groups. Although a ine qualitative research as we know it today without
major part of qualitative interviewing today takes the invention of the portable tape recorder, and later
place within market research, the extensive use of digital recording devices, and also the whole range
qualitative research interviews for consumer manip- of software that enables computer-assisted analyses
ulation is hardly taken into account in the many of qualitative materials. The development of these
discussions of qualitative research and its emancipa- technologies has created new opportunities and pos-
tory nature. sibilities for researchers in regard to collecting, man-
Concluding on the sketchy social history of aging, and analyzing qualitative data (Schwandt,
qualitative research, we may return to the sociology 2001, p. 27). However, not only have qualitative
department at University of Chicago, which has researchers adopted and made direct use of different
been mentioned already as an important institu- technological devices in the research process, tech-
tion in terms of nurturing qualitative research in nological advances have also spurred new qualitative
a variety of forms from the late 1920s. We have approaches and methods. The technological history
not, however, reflected on the socio-historical con- of qualitative research, we contend, is thus a history
ditions that might explain why the emergence of of researchers making use of technological artifacts
qualitative research approaches emerged exactly not specifically or purposely developed for qualita-
here at this specific time. In our view, there seem tive research, of revising their methods in response
to be a least two answers to this admittedly com- to technological innovation, and of the development
plex question. First, the sociology department was of technologies specifically designed for research
initially uniquely crowded with intellectuals who purposes. We briefly summarize this technological

34 Historical Overview of Qualitative Research in the Social Sciences


history by examining the ways that technological larger piles of data and to dedicate more efforts to
innovations have transformed and developed both the process of analysis. Furthermore, the fact that
the collection and the analysis of qualitativedata. researchers could record conversations with par-
ticipants, have them transcribed, and thus be able
Data Collection to return to them as they actually appeared consti-
Just as technological inventions have affected tuted a major methodological progress. The process
the general history of mankind in a variety of of making transcripts, and the following reading
ways, technological innovations have triggered a and re-reading, enabled the researcher to familiar-
number of major changes or shifts in the history ize herself with the data in a completely new way
qualitative research and methodology. The first, and (Gibbs, Friese, & Mangabeira, 2002). The making
admittedly trivial, technologically driven shift was of transcripts gradually has become conceived of as
brought about by advances in transportation tech- an integral part of the qualitative research process
nology. In the very early days of anthropology (i.e., since the intense listening to recordings makes the
before Malinowskis groundbreaking works in the researcher aware of subtle and taken-for-granted
Trobriand Islands), anthropologists typically relied dimensions in the participants talk that researchers
on secondhand materials gathered by others such as without recordings would routinely fail to notice,
documents, travel logs, and reports written by colo- fail to remember, or be unable to record in a suf-
nial officials, missionaries, participants in scientific ficient detail by taking hand-written notes as it hap-
expeditions, or travelling salesmen. Unsurprisingly, pened (Rapley, 2007, p.50).
this production of knowledge about cultures and In a somewhat similar way, photographic tech-
social groups (later known as armchair research) nology has had an impact on qualitative research.
without ever meeting or interacting with them has The use of photography as an aspect of qualitative
later been criticized for lacking authenticity and thus research goes back to the early works of Gregory
for drawing conclusions on the basis of insufficient Bateson and Margaret Mead and their photographic
or inadequate data (Markle, West, & Rich, 2011). ethnography of Balinese character (1942). Bateson
However, as transportation technology improved and Meads photographic report has achieved a land-
and made long-distance travelling easier and afford- mark status among anthropologists and, although
able, anthropologists began to travel around the their innovative work was greeted with some puzzle-
globe and to practice what has become known as ment (Jacknis, 1988), the use of photographs has
fieldwork, thus immersing themselves in the lives of become popular not only within a special branch of
the people under study, interacting with them, and anthropology but among a much broader commu-
taking part in their practices and producing data on nity of qualitative researchers working within the
site. In some cases, these traveling scholars brought field of visual methods (see Collier & Collier, 1986;
with them new technologies such as travel typewrit- Harper, 2012; Pink,2007).
ers and typed field notes while staying in the field. Still another shift was brought about by video
At this early stage of qualitative research, qualita- recording and analysis (Gibbs, Friese & Mangabeira,
tive researchers invested massive energy in recording 2002). Digital technologies have opened up new
data. Researchers conducting interviews or doing ways of collecting, managing, and analyzing quali-
observations often made handwritten summaries of tative data. The use of video recordings have been
interviews or conversations or wrote detailed field employed within a broad field of qualitative stud-
notes in their notebooks. At this point, a great deal ies, and since it allows the researcher to re-observe
of the researchers work consisted of making records situations over and over again and thus discover
of her experiences in the field, or simply to produce new facets and aspects of their structure and pro-
data and make them storable. cesses, this technology appears among the standard
This situation was dramatically changed by the data-collecting techniques in qualitative research.
invention and use of audio recorders. The introduc- The most recent qualitative methodological innova-
tion of these devices in the practice of qualitative tions have been catalyzed by the development of the
research also constitutes a substantial methodologi- Internet. Not only has the Internet made it possible
cal advance since they made it possible for researchers to collect data in new ways, it has also created new
to collect and record information from observa- forms of sociability, which in turn have catalyzed
tions or from interviews simultaneously. Being able the development of existing qualitative methods.
to record information as an integrated part of the The E-Interview represents one such example
data-gathering process enabled researchers to collect of how modern information and communication

Brinkmann, Jacobsen, Kristiansen 35


technology have spurred innovative data collect- possibilities for participants feedback). Extending
ing processes. E-Interviewing may be found in a the strengths of ethnographic methods to series
variety of forms, but basically it entails a researcher of qualitative studies of online communities, he
and a research participant (or a group of par- coined the term netnography to grasp the special
ticipants) communicating through a sequence of trade of ethnographic study on online communi-
e-mails involving questions and answers. As such, ties. In the words of Kozinets (2002, p. 62), this
E-Interviewing appears similar to conventional approach is a new qualitative research methodol-
e-mail communication and thus is quite different ogy that adapts ethnographic research techniques to
from face-to-face interviewing, where interviewer study the cultures and communities that are emerg-
and interviewee interact directly in a real-time ing through computer-mediated communications.
social encounter. Obviously (and to some extent Netnography, then, exemplifies how technology
similar to telephone interviewing, which of course affects the nature of social life and how, in turn,
is another technologically facilitated data-collection qualitative researchers adapt to new and emerg-
technique), such Internet-based data collection has ing forms of sociability by rethinking and extend-
some advantages: it is cost-effective since it elimi- ing well-established techniques and procedures.
nates travel and transcription expenses, it makes it Netnographies have been conducted in a variety of
possible to interview people who would not have online communities in order to grasp their specific
accepted to participate in a face-to-face inter- meanings and symbolisms. One recent example
view, and it may provide opportunities for access- is OLeary and Carrolls study (2012) of online
ing data that would have been difficult to obtain poker subcultures in which netnography proved to
through direct face-to-face interaction (Bampton & be a useful and cost-effective method of providing
Cowton, 2002). Thus some qualitative researchers, insight into the social ecosystem of online poker
such as Holge-Hazelton (2002), have found that, gamblers and specific attitudes pertaining to this
in researching sensitive and personal topics using community.
E-Interviews, there was a remarkable lack of inhibi-
tion among participants as rapport was quite easy Data Analysis
to establish. On the other hand, being a distanced, Not long ago, management and analysis of quali-
asynchronous form of interaction, the E-Interview tative data typically involved (and often still does)
provides no access to the non-verbal and tacit signs an overwhelming amount of paperwork. Qualitative
that are highly valuable in terms of managing the researchers buried themselves in their handwrit-
interview process and thus in improving the quality ten field notes, interview transcripts, or other
of data collecting (Bampton & Cowton,2002). documents. Trawling systematically through their
Whereas technological innovations and new material, researchers marked chunks of data and
devices have been adapted by social scientists, thereby organized these bites of data in more or less com-
facilitating the use of well-established research strat- plicated index systems, drew models of emerging
egies and methods, technological inventions do, of analytical patters, discovered data that challenged
course, also lead to or mediate new forms of social the emerging conceptual framework, and ended up,
life, which in turn may call for a rethinking of com- in most cases, with a final report, dissertation, or
mon textbook methods. One illustrating example is research paper. For todays qualitative researchers,
found within ethnography. Traditional ethnographic this caricature lacks an important dimension: the
techniques cover a variety of procedures that may computer and often also various types of data analy-
assist the researcher in her face-to-face dealings with sis software.
people, be it individual human beings or groups of As pointed out by Raymond Lee & Nigel
people. However, as more and more social interac- Fielding (2004), the launch of the first generations
tions unfold on the Internet or are otherwise medi- of word-processing programs was a great help to
ated by information technologies, ethnographers and most qualitative researchers. These programs made
other qualitative researchers have been urged to adapt it possible to store, edit, systematize, and mod-
their strategies to the nature of these rapidly develop- ify collected materials in a far more effective and
ing online social worlds. less time-consuming way. Qualitative researchers
Robert V. Kozinets is a pioneer in the field no longer had to make large piles of photocop-
of adapting traditional ethnography procedures ies in which chunks of text were marked or cut
(of entre, collecting data, making valid inter- out and placed in separate holders since the new
pretations, doing ethical research, and providing word-processing packages provided very useful

36 Historical Overview of Qualitative Research in the Social Sciences


searching, copying, cutting, and pasting facilities. a new kind of data management orthodoxy (Barry,
Similarly, conventional database programs (such as 1998; Coffey, Holbrook, & Atkinson, 1996; Welsh,
Microsoft Access) found their way into the realm 2002); that use of computers and software packages
of qualitative research supporting the analysis of creates a distance between researcher and data and
interviews and other qualitative materials (Myer, prevents the researcher from immersing herself in
Gruppe, & Franz,2002). the data (Roberts & Wilson, 2002); and finally that
In the early 1980s, the first generation of qualitative many software packages are somewhat incompatible
analysis programs was introduced (Weitzman 2000, with the ambiguous nature of qualitative data and
p. 804). These types of programs, which have later thereby pose a threat to the holistic nature of quali-
been referred to as CAQDAS, or Computer-Assisted tative research (Kelle, 1995; Mason, 2002; Weaver
Qualitative Data Analysis Software (Lee & Fielding, & Atkinson, 1994). On the other hand, technologi-
1995), facilitated direct coding of the data and cal optimists (e.g., Richards & Richards, 1994)do
subsequent searches in the coded material. Later not neglect the potential pitfalls of non-reflexive
versions of these first generations of CAQDAS use of CAQDAS, but emphasize how software
allowed for quick assessments of overlapping or packages enable management and analysis of large
inter-relating concepts, retrieval of data on specific pools of qualitative data, and that CAQDAS pro-
themes from participant with assigned with specific vides procedures for rigorous and transparent ana-
attribute values (Lee & Fielding 2004). Obviously, lytic work and thus potentially for enhancing the
such facilities support the more sophisticated and quality of qualitative research. Similarly, optimists
conceptual work of qualitative research since they also argue that, although the quantitative tools in
enable the systematic investigation of emergent analysis software may be used recklessly, sensible
patterns and relationships in the data. These later use may provide the researcher with a quick and
generations of programs that assist more complex thought-stimulating overview of characteristic pat-
and interpretive analytic tasks have been termed terns or indicate possible relations or hypotheses
theory builders since they contain tools and pro- to be explored. The powerful search engines at the
cedures that support the development of theoretical heart of most CAQDAS packages are also effective
schemes and conceptual frameworks. Some of these tools for improving the validity of analysis, which
programs also support collaborative qualitative is also the case concerning the visualizing or model
research processes allowing members of a research building facilities with direct data access. Although
team to merge their analytic work in an integrated this somewhat exaggerated polarization between
project and similarly for assessing quality measures technological skeptics and optimists is grounded
such as inter-coder reliability. Furthermore, some in the nature and specific features of the available
packages support the integration of various kinds of software packages, the different positions often also
digitized qualitative data such as photographs, video reflect some more fundamental differences in terms
recordings, and rich text files, and some also con- of qualitative methodology approaches. Researchers
tains tools for coding not only in textual data but within the phenomenological tradition that empha-
directly in digitized speech and video recordings. size the subjective understanding and interpretation
The introduction of computer-technology in the of behavior and verbalizations often tend to view
processes of collecting, managing, and analyzing CAQDAS more negatively than qualitative research-
qualitative data has triggered important discussions ers working within the paradigm of grounded
in the research community on the nature of qualita- theory, content analysis, or other approaches that
tive research and on the limitations and potentials may profit from the coding and quantification tools
offered by these new technologies. A core issue in available in many programs (Berg, 2003, p.266).
these debates has been the possible (and perhaps From this technological history, it appears that
non-reflected) ways that technology impacts on the technological advances have transformed and
practice of qualitative research and analysis (Buston, advanced key elements in the practice of qualita-
1997). In terms of data analysis software, techno- tive research (i.e., collecting, managing, and analyz-
logical skeptics have expressed concerns that most ing data). Technological developments (sometimes
software packages stimulate a specific (code-based) carried out by qualitative researchers themselves in
analytic strategy (Seidel, 1991)that the wide- collaboration with technicians and computer engi-
spread use of CAQDAS eventually may result in neers) have broadened the methodological repertoire
an unhappy homogenization and convergence of qualitative researchers and have brought about
towards a certain type of analysis and even towards new ways of gathering, managing, and analyzing

Brinkmann, Jacobsen, Kristiansen 37


data. Thus technological innovations have changed discourse in the education and human service fields.
and transformed the practical tasks of qualitative [Janesick, 1994 p.215]
research as well as its scope and potentials. Due to Whether methodolatry in the qualitative research
technological development, qualitative researchers community is interpreted as an expression of some
today spent less time recording and producing data sort of physics envy among qualitative research-
than they did a few decades ago, just as new ways of ers, or as an adjustment of qualitative research to the
working with and looking at data became possible public demand for evidence-based knowledge (which
with the launch of analysis software and when audio often is confused with positivist and experimental
and video recordings enabled the researcher to store studies), the consequences of such qualitative meth-
and return to situations as they originally appeared. odological fetishism might be detrimental for quali-
The technological history of qualitative research tative research. Psychologist Kerry Chamberlain has
thus reminds us that qualitative researchers contin- discussed how privileging questions of method over all
ually reflect on and adjust their methods not only to other important questions pertaining to the research
fit the actual phenomenon under study, but also to process deprives qualitative research its distinctive
a broader milieu of cultural factors such as techno- characteristics as a creative, flexible, interpretive enter-
logical innovations (Markle, West & Rich,2011). prise with a strong critical potential. If qualitative
research is confused with categorizing and illustrating
Concluding Thoughts About talk, instead of interpreting and theorizing the con-
theFuture tents of it, and if qualitative researchers uncritically
It would be no exaggeration to conclude that, adopt conceptions of validity and reliability from pos-
during the last decades, the broad church of quali- itivism and fail to acknowledge the ideological base of
tative research has reached a strong position within the trade, we will compromise essential aspects of our
the human and the social sciences. As our six histo- historical legacy (Chamberlain, 2000) and perhaps
ries have suggested, different social, cultural, mate- even the raison dtre of qualitative research.
rial, intellectual, and technological changes have We make no claim that methodolatry is stan-
spurred the emergence of new qualitative meth- dard among qualitative researchers. However, we
ods and innovations of well-known and celebrated have registered that discussions of such tendencies
approaches. Furthermore, strong efforts to describe have emerged within several subfields of quali-
and delineate qualitative procedures and research tative research. Some (e.g., Steiner 2002) have
guidelines (in textbooks and qualitative curricula at even concluded that the majority of qualitative
universities) within the variety of approaches from research could be characterized as scientistic due
grounded theory, content analysis, interaction pro- to its concern with generalizability, objectivity,
cess analysis, discourse analysis, and others have and rationality. Others have used George Ritzers
contributed to the relative success and widespread (2008) McDonaldization thesis to argue that we
acceptance of qualitative research as real science are witnessing a McDonaldization of qualitative
in the research community as well and in the public research. According to Ritzer, the cultural process
sphere. As qualitative researchers, we of course wel- of McDonaldization is characterized by efficiency,
come this situation. However, it might be fruitful to calculability, predictability, and controlall of
consider the possible, often neglected side effect of which seem to favor standardized methodologies
this scientification of qualitative research. Almost in qualitative research. Nancarrow and colleagues
twenty years ago, Valerie Janesick warned qualitative have concluded the following about the impact of
researchers against the pitfall that cultivating and McDonaldization on qualitative research:
outlining procedures of qualitative methods could Just as McWorld creates a common world taste
result in researchers losing sight of the subject mat- around common logos, advertising slogans, stars,
ter and thus gradually undermining the potential of songs, brand names, jingles and trademarks [...],
qualitative research. Like others, she referred to this the qualitative research world also seems to be
tendency as methodolatry that she designated: moving towards a common world taste for an
a combination of method and idolatry, to describe a instantly recognisable and acceptable research
preoccupation with selecting and defending methods method that can be deployedfast. [Nancarrow, Vir,
to the exclusion of the actual substance of the story and Barker, 2005, p.297]
being told. Methodolatry is the slavish attachment With this risk in mind, we find it appropri-
and devotion to method that so often overtakes the ate to remind ourselves of the core values and

38 Historical Overview of Qualitative Research in the Social Sciences


characteristics of qualitative research. Privileging processing that consists in the geographical localiza-
method over the subject matter of research and tion and placing of qualitative material such as pho-
developing rigid methodological straitjackets will tographs, field notes, text fragments of documents
not bring qualitative research closer to the royal and any other information. (Verd & Porcel, 2012,
road of scientificity (Lather, 2005 p.12), but rather paragraph 14). The CAQDAS trend in qualitative
the opposite. Only by reminding ourselves of our research can be seen as aligned with the scientistic
historical legacy and embracing the unpredictable, push for standardization, but it can also be looked
flexible, and messy nature of qualitative research can upon in a more balanced way. Although uncritical
we practice, develop, and fertilize ourtrade. use of CAQDAS admittedly might fuel processes of
Taking a look into the future of qualitative methodolatry (stimulating the technical side over
research necessarily involves a reflection on the the interpretive side), there still seems to be strong
possible lines of development within the field of potential in using CAQDAS to strengthen the qual-
computer-assisted qualitative research. Since tech- itative investigation of some forms of audio-visual
nological advances keep a steady pace and since data (such as video data) or data sources (geographi-
qualitative researchers continuously seek out the cal and spatial) that until recently have been used
potential of newly available research technologies, primarily by quantitative social researchers. The
innovations that strengthen the nature and widen the fruitful mixing of qualitative analysis software with
scope of qualitative research are to be expected. In the seemingly non-qualitative data rests on the creative
early 2000s, it was still considered an open question and imaginative work of qualitative researchers that
whether the development of voice-recognition soft- dare challenge traditional conceptions such as the
ware could lead to computer-supported interview sharp demarcations of qualitative and quantitative
transcription (Flick 2002, p.17). At present, how- research. This might be an example of a more general
ever, some voice-recognition software packages have development related to the whole mixed-methods
transcription modes and speech-to-text modes that movement.
support the transformation of (certain kinds) of talk Other contemporary qualitative researchers
into text. Although the speech-to-text software still argue that we need to move in the exact opposite
needs some improvement in order to free research direction of methodolatry. The traditions that are
assistants or secretaries from the work of transcrip- prevalent in the Handbook of Qualitative Research,
tion, reaching this goal is not at the forefront of edited by Denzin and Lincoln, favor a more politi-
the innovative efforts put forward by the propo- cal, even activist, attitude to qualitative research,
nents of computer-facilitated qualitative research. which is based on ethical values of care and com-
The cutting-edge developments of CAQDAS seem munity (rather than validity and reliability) and
to point at new and interesting directions. One employs aesthetic means (e.g., borrowed from lit-
emerging and promising field is the integration erature and the arts) to favor social justice. Today,
of geographical information systems with the use the tension between those on the one hand who
of CAQDAS. Lately, qualitative researchers such seek to use qualitative methods to do normal sci-
as Fielding & Cisneros (2009) and Verd & Porcel ence (in a Kuhnian sense) and employ standardized
(2012) have described how data from Geographical formats to communicate their findings, and those
Information System (GIS) could be integrated in on the other hand who experiment with non- and
software packages supporting qualitative analysis. even anti-methodological approaches (e.g., drama,
Thus Verd & Porcel applied a form of qualitative poetry, autoethnography) is central to the field of
GIS in a study of an urban transformation project qualitative research. The time might have come to
in the city of Barcelona in order to investigate the ask if there is anything that holds the many different
social production of urban space. And in addition practices together that go by the name qualitative
to opening a completely new strand of qualitative researchother than the name itself. Some schol-
urban research (or perhaps more correctly revital- ars give a negative answer and go so far as to argue
izing the urban sociology of the early Chicagoans by that we areor should bein a position of post
adding new data and technologies) that stimulates a qualitative research (St. Pierre, 2011), meaning that
new form of sensitivity towards the spatial dimen- the term has lost its rhetorical force and simply
sions of social world, such creative synthesis of GIS freezes inquiry rather than setting our thinking free.
technology and CAQDAS has added new concepts Others (e.g., Hammersley, 2011) find that the cur-
to the vocabulary of qualitative research such as geoc- rent fragmentation and experimentation in quali-
oding or georeferencing, or the type of information tative research risks rendering qualitative research

Brinkmann, Jacobsen, Kristiansen 39


redundant in the eyes of society. A field with so Chamberlain, K. (2000). Methodolatry and Qualitative Health
much inner tension might not be taken seriously. Research. Journal of Health Psychology, 5, 285296.
Cicourel, A. V. (1964). Method and Measurement in Sociology.
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settle this discussion once and for all. As the his- Coffey, A., Holbrook, B. & Atkinson, P. (1996). Qualitative
torical contributions presented in this chapter dem- Data Analysis:Technologies and Representations. Sociological
onstrate, qualitative research represents a range of Research Online, 1 (1). Available at http://www.socresonline.
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