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Drawing Out Ideas Visual Jour
Drawing Out Ideas Visual Jour
Haz e l M e s s e ng er
Abstract
This paper explores the use of a visual journal in a doctoral study of transformative
learning cultures. Journaling has a wide range of possibilities in higher education and
in a research context, adopting one signals a commitment to recording both its process
and progress. This is particularly relevant in practice-based qualitative studies where
journaling can be one of the strategies that supports reflexivity. The following discussion
explains how visual journaling promotes knowledge creation through linking sens-
ing, feeling, thinking and doing, and how, when used purposefully, becomes a useful
member of the researcher’s toolkit. The final part of the paper provides an account of
a researcher’s development as a visual troubadour, and includes examples from visual
journals.
In writing about place of creativity in research, Byron (2009, p.18) suggests that
“visualisation can help: try drawing instead of writing”. Visualisation and visual
methods in research have a growing profile, with Prosser and Loxley (2008, p.2)
Messenger, Hazel (2016). Drawing Out Ideas: Visual Journaling as a Knowledge Creating Medium During Doctoral Research,
Creative Approaches to Research, vol. 9. no. 1, pp. 129-149.
© 2016 Creative Approaches to Research
130 | Creative Approaches to Research | Vol. 9 No. 1, 2016
slow down observation and encourage deeper and more effective reflection on all
things visual and visualisable; and with it enhance our understanding of sensory
embodiment and communication.
the systematic use of artistic process, the actual making of artistic expressions....
as a primary way of understanding and examining experience by both research-
ers and the people that they involve in their studies,
Adams (2013) explains the versatility of drawing in that it can represent the
real and the imagined, with a language that includes line, shape, space, edge and
position making it possible to represent physical objects and places as well as
emotions, processes and abstract concepts. She emphasises that drawings may
not just be ends in themselves, but may be perceptual, conceptual and expressive
tools which when used tenaciously can aid understanding and the creation of
ideas. In environments dominated by digital technologies, drawing may be per-
ceived by many to be a childish activity, a technique with less gravitas than other
communication languages (Eisner 1996). However, with an established pedigree,
Drawing Out Ideas | Messenger | 135
for example in storytelling (Eisner 1996) and in the arts and sciences (Maynard
2005), its development is being promoted in a range of academic contexts (for
example, Adams 2013; Ainsworth, Prain &Tyler 2011; Ridley and Rogers 2010a,
2010b; Van Meter and Garner 2005) because it demonstrates use of a language
that links what can be re-presented with a means for representation, a vehicle for
thinking in and thinking with. Orland (2000) considers that it may be beneficial
for all stages in the research process, particularly in complex contexts which may
be personally ‘charged’.
Like Anthony Gormley, both Edwards (2008) and Maynard (2005) empha-
sise that drawing is something that can look both outwards and inwards. It is
helpful therefore in a research context to ask what drawing is for, rather than what
it is of (Adams 2014, italics in original) and what skills and approaches might it be
worthwhile to develop to take advantage of its properties. When used by graphic
facilitators (Sonneman 1997) or in sketchnoting (Rohde 2013) drawing consists
of the mind and body working together using combinations of shapes, symbolic
language, connectors and text to create memorable records of events. Abstract
analog drawing (Edwards 1986) uses shape, space and emphasis to convert ex-
periences into visible forms and then into text, and drawings which use visual
metaphor (visual expressions of metaphorical concepts, el Refaie 2003; Lakoff
and Johnson 1980) are often useful for situations where words are inadequate.
Used in combination with words, drawing in research goes beyond the use of
visual imagery to record context or even to express ideas and becomes personal, as
the researcher is central to the experiential dimensions of the representational act
through which they aim to show the concepts and feelings they hold. This owner-
ship is echoed in the design industry where there has been a move away from visu-
alisation that uses digital perfection through computerised technologies, towards
ways in which the personal can be incorporated in the design message (Heller and
Illic 2004; Perry 2007). The typographer Perry (2007) promotes working by hand
because of the way it allows him to reflect while he is working and show his own
personality in his illustrations. Heller and Illic (2004) talk about the self-control
needed by the graphic artist who works by hand and the expressive ability of the
medium to depict emotion. This challenge to the predictable conformity of mod-
ernism worked comfortably alongside the way in which a naturalistic research
approach embraces unpredictability and evolution.
and Stevens 2006; Hiemstra 2001; Lincoln and Guba 1985) finding guidance for
using a visual journal is less easy, so investigating practice in art and design, where
the sketchbook method is commonly used to record the creative process provides
a useful starting point. Gilbert (1998, p.255) indicates that “artists research the
visual through drawing, collage, painting, found imagery, photography, reading
and the written word” and Holtham et al (2008) and Holtham et al (2010) ex-
plain how the sketchbook method has formed the foundation of knowledge cre-
ation in engineering, art, architecture and other professions for centuries. The
sketchbook provides the means for documenting inspiration and explorations by
integrating text and image, description and comment. It combines both form and
function and Greenlees (2005), a textile artist, emphasises that there is a close link
between the outcome of a project and the book used for reflection, recording and
analysis during the research process.
Although these points explain the purpose of sketchbooks, they do not high-
light the presence of their owners and creators. In a review of sketchbooks Brere-
ton (2009, p.6) explains how they contain the “visual intimacy of how creative
people think” and New (2005, p.8) describes them as “unsung heroes, the work-
ing stiffs of creative life”. Their permanence allows their contents to be revisited,
affirmed, developed, neglected, shared or discarded, with the capability for show-
ing feelings as well as the formation of ideas (Eisner 1981, 1993, 2008). Without
the stability of sequential text as their main form of recording, they celebrate and
accentuate the possibilities that may develop from uncertainty, ambiguity and
pluralism, acknowledging the central and unique role of their creator in the cre-
ation of knowledge. Grauer (2012, p.3) explains them as “a voyage of discovery
where ideas, imaginings and observations can be brought into existence”. In a
research context they can integrate all types of visual media including drawings,
photographs and other ephemera with text, and if used with some purpose but
also allowing for spontaneity, can become a playful companion, teacher and con-
fidante.
Johnson (2001) considers that journals provide the means for revealing pat-
terns, organising devices associated with, for example, key influences, hidden is-
sues and challenges. A reflexive approach to research involves appreciating the
presence of these factors. Reflexivity also involves revealing the conceptual systems
that inform the commencement of the research and guide its progress. Lakoff and
Johnson (1980) propose that these conceptual systems form a hidden agenda,
a personal metaphor for life that guides perception, thinking and action. Used
purposefully in research, a visual journal can bring this hidden agenda into the
open and reveal lasting footprints as well as providing a database of the developing
mastery, direction and self-confidence of the researcher, a permanent, memorable
record of unfinished business, crossroads and breakthroughs.
Drawing Out Ideas | Messenger | 137
A Researcher’s Story
As indicated earlier, Paris et al (1983) consider that a strategic approach to learn-
ing (including learning in a research context) should be goal-directed, enabling
the organisation of knowledge and the improvement of learning for the task in
hand. When I began my doctoral studies I was aware that I had a certain degree
of visual literacy, with the ability to know and create knowledge through visual
forms, but my capabilities for using visualisation in a research context were poorly
developed. To paraphrase Miller (1995) choosing to use a visual journal represent-
ed an ‘autobiography of the method’, a conscious decision in line with Gardner’s
theory of multiple intelligences (Gardner 2011) to capitalise on my own predis-
positions. However, for this to be a meaningful strategy by becoming a confident
visual troubadour, I needed to develop my own visual literacy (Bamford 2003),
confidence in my ability to draw and to use it as a means of visualising research
process and progress.
Although I have a healthy addiction to stationery shops, at the beginning of
the research process I had only ever seen ‘real’ artists and designers working in
journals and had to adopt an intuitive, pragmatic, everyday approach to using
them. I had chosen to use visualisation, and particularly drawing, as part of my
methodology but I was not sure where to start. This is something that Holtham
et al (2010) also found, suggesting that perceived lack of skill and lack of clarity
about how to proceed in using a sketchbook in research to be at the bottom of it.
As a doctoral candidate, the visual journal would be the place where I would be
developing some of the most significant work of my career, providing a container
which would be a place for creativity and for charting the sequence and progress
of ideas. I wanted it to be special. Johnson (2001, p.24) describes an art or sta-
tionery shop as “the kingdom of childhood enjoyed in adulthood” and I recall
standing in front of a huge range of journals wondering which type to choose.
Margulies (2002) comments on the limitations to creativity provided by white,
lined paper because of its association with linear thought and text-based record-
ing, and eventually I opted for a hard-backed spiral-bound A5 book with plain
brown-paper pages. It was easy to carry around and use, and being spiral bound
provided somewhere to keep a pen.
Using Edwards (1986, 2008) and Gregory (2006) I began to teach myself to
draw, something that I had enjoyed doing when I was younger. I kept a sketch-
book for practicing techniques in parallel with the visual journal and as I pro-
gressed I realised that the touch of the paper under my hand and the stillness
and concentration involved provided a valuable experience in its own right. I
developed the habit of drawing in the sketchbook every day, using objects to
hand, photographs, the environment and printed media as sources, developing
awareness of perspective, boundary, space and shape. I took photographs and col-
138 | Creative Approaches to Research | Vol. 9 No. 1, 2016
Throughout the time of the research project my drawing style remained sim-
ple, with an emphasis on line, colour and shape. My visual literacy developed
as I created a vocabulary of literal and metaphorical symbols and also, encour-
aged by practice in graphic design, the use of lettering and shapes to explore and
record related concepts. Sources including Fletcher (2001), Lengler and Eppler
(2007) Margulies (2002) Margulies and Valenza (2005) and Sonneman (1997)
were helpful with this, and I could use this visual vocabulary for a range of pur-
poses including note taking and for generating new understandings. The page
shown in Figure 5 is a summary created following attendance at a conference on
creativity in higher education at the National University of Ireland, Galway which
integrates learning from the conference with prior knowledge.
As an isolated image Figure 5 may mean little to the reader, and it should
properly be viewed in the context of the sixth and seventh journals, which contain
a visual narrative of the conference, the time leading up to it and the aftermath.
However, this image also represents how I was becoming part of a new commu-
nity, capable of contributing to discussions on the future of higher education.
Drawing Out Ideas | Messenger | 143
Throughout the journals there is evidence of this, the plot of my changing identity
and the source material for a memoir of an emerging academic.
In time, the journals became full of sketches and diagrams as the empha-
sis turned to conceptual development. I was making connections between some
complex educational theories, including those of Winnicott (1965), Engeström
(1987) and Kegan (1982, 1994) and the observations and evidence from the re-
search sites. Drawing was an effective strategy for integrating these different theo-
retical perspectives and sources of data, for holding complex perspectives in mind
at once and being able to work with the ideas emerging from the relationships
between them. Pascale (1978, p.156) terms these spaces “white spaces”, indicat-
ing that being able to value the unknown, those areas not clearly perceived helps
with developing a unity of vision and the ability to identify fertile interpretations,
ones that will break new ground. Tversky and Suwa (2009) explain how sketch-
ing, especially when it is enhanced with words and other symbols, is a key tool in
design as it embraces vagueness and encourages reinterpretation. My own research
had an emergent quality as data collection and developing conceptualisation went
hand in hand towards interpreting what I was observing. It had much in com-
mon with the principles of the design process (Wallas 1926 in Byron 2009) and
144 | Creative Approaches to Research | Vol. 9 No. 1, 2016
the drawings in the journals track how my ideas developed over a period of years
(Figures 6, 7, 8)
Concluding Remarks
This paper proposes that a visual journal may provide a way of enhancing and evi-
dencing knowledge creation in practice-based research, with visualisation being
helpful at all stages in the research process. Journaling itself also documents the
changing identity of a researcher, with the combination of image and text pro-
duce a memorable, reflexive, visual vocabulary capable of expressing the personal
experience of being engaged in research. The journals evidence the limitations
of human thinking and memory, because as I turn their pages I am constantly
surprised at the knowledge they contain and inspired with ideas for future work.
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