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The Basis of Distinction Between Qualitative and Fekede Tuli 97

Review Article
The Basis of Distinction Between Qualitative and
Quantitative Research in Social Science: Reflection on
Ontological, Epistemological and Methodological Perspectives

Fekede Tuli1
Abstract
This article examines methodological issues associated with qualitative and quantitative
research. In doing this, I briefly begin by outlining the philosophical and conceptual
framework that informed the two research methodologies and discusses how ontological
and epistemological issues were translated in to specific methodological strategies and
influence researchers methodological decision. My purpose in writing this article is not
to promote one methodology over the other rather to describe and reflect on the
differences between the two research methodologies from Ontological, Epistemological
and Methodological Perspectives and how they will be selected for research.

1
Lecturer, Department of Pedagogy, Ambo University
Ethiop. J. Educ. & Sc. Vol. 6 No 1 September 2010 98

INTRODUCTION compelling reasons as to the selection of


This article explores and interprets the each research methodology within the
distinction between qualitative and social science arena, and this was examined
quantitative research from Ontological, in the latter section of this paper.
Epistemological and Methodological
perspectives. As a starting point, it draws Research methodology used in social
on my own personal experience of how science for much of the 20th century was
teachers and students conceptualize the two largely quantitative methodology, which
research methodologies: qualitative and originated in the natural sciences such as
quantitative in my work place, Jimma Biology, Chemistry, Physics, Geology etc.
University. My major observations were and was concerned with investigating
evaluating qualitative and quantitative things which we could observe and
research report by using positivist criteria, measure in some way. Such observations
promoting one research methodology over and measurements can be made objectively
the other, looking qualitative research as and repeated by other researchers.
inferior compared to the quantitative Gradually, but certainly over the last
research, emphasizing on quantitative decades some researchers within the social
research in dealing with social sciences in sciences (Sociology, Anthropology etc)
general and educational issues in particular. have expressed dissatisfaction with the
These various conceptions and practices quantitative methodology as a means of
motivate me to reflect on the basis of the both conducting research and generating
distinction between the two research knowledge. These researchers have argued
methodology by using current literature that the aim of research practice should be
and my own experience of how research is to focus up on understanding the meaning
conducted and constructed in social that events have for the individual being
sciences. The goal of this review is to studied. Having this argument in mind
enable readers with little or no previous these researchers begun to explore
experience and having superficial alternative way of conducting research in
understanding of different research social science and latter developed
methodologies to become a more informed qualitative methodology, which attempts to
consumer and producer of research. increase understanding of why things are
the way they are in social world and why
Social scientists study diverse and complex people act the ways they do. As a result of
phenomenon: from census data derived this intellectual debate purists have
from hundreds of thousands of human emerged on both sides i.e. the quantitative
beings, to the in-depth analysis of one purist and the qualitative purist.
individual social life; from monitoring
what is happening on a street today, to the The quantitative purists articulate
historical analysis of what was happening assumptions that are consistent with what is
hundreds of years ago. In order to describe, commonly called positivist paradigm and
explore and understand these social believe that social observations should be
phenomena, researchers with in social treated as entities in much the same way
science use different research that physical scientists treat physical
methodologies, which can generally be phenomena. To the contrary, the qualitative
subdivided into quantitative and qualitative purist also called interprativist or
research methodology. However, there are constructivist by rejecting the positivist
assumption contended that reality is
The Basis of Distinction Between Qualitative and Fekede Tuli 99

gain (Schulze, 2003). The selection of


subjective, multiple and socially research methodology depends on the
constructed by its participants (Krauss, paradigm that guides the research activity,
2005; Bryman, 1984; Lincoln & Guba more specifically, beliefs about the nature
2000; Guba and Lincoln, 1994; Amare, of reality and humanity (ontology), the
2004). Although these methodologies are theory of knowledge that informs the
acknowledged as a means to conduct research (epistemology), and how that
research, scholars within the social science knowledge may be gained (methodology).
have argued that the relative preference of A consideration of epistemology, ontology
each research methodology depends on and methodology must be a central feature
philosophical issues related to the question of any discussion about the nature of social
of ontology (the nature of reality) and science research as these elements give
epistemology (the nature of knowledge). shape and definition to the conduct of an
As research methodology in social science inquiry (Popkewitz, Tabachnick &
are related in the sense that they are all Zeichner, 1979).
means of soliciting information about the
human nature from human participants, this Epistemological Issues/Considerations in
article was aimed at clarifying the basis of Research
methodological distinction grounded on a The traditional view regards the social
philosophical and theoretical view of sciences as largely similar to the natural
research that guide the work of researchers sciences, and the researchers who adopt
in social science. this approach are thus concerned with
discovering laws concerning human
This article is not an exhaustive attempt to behavior (Schulze, 2003; Krauss, 2005).
analyze and synthesize all aspect of the The critical epistemological debate in terms
distinction between qualitative and of conducting social science research is
quantitative research methodology. My whether or not the social world can be
goal is more modest. It is to make the studied according to the same principles as
reader aware of the two research the natural sciences (Bryman, 2001). There
methodologies and their basis of difference are two broad epistemological positions:
from ontological, epistemological and positivism and interpretivism -
methodological perspectives. Furthermore, constructivism.
the goal is to deal with different research
paradigms that are particularly appropriate Epistemology poses the following
for researchers who want to base their work questions: What is the relationship between
on a positivist world view or an the knower and what is known? How do we
interpretivist-constructivist world view. know what we know? What counts as
knowledge? For positivists, which are
The Basis of Methodological Distinction evolved largely from a nineteenth-century
in Research philosophical approach, the purpose of
Generally speaking there are varieties of research is scientific explanation.
research methodologies with no single According to Neuman (2003) positivism
accepted research methodology applicable sees social science as an organized method
to all research problems. Each research for combining deductive logic with precise
methodology has its own relative weakness empirical observations of individual
and strength. No single research behavior in order to discover and confirm a
methodology is necessarily ideal and that set of probabilistic causal laws that can be
selection inevitably involves loss as well as
Ethiop. J. Educ. & Sc. Vol. 6 No 1 September 2010 100

used to predict general patterns of human and Tolley (2004) Qualitative research
activity. The nature of social reality for methodology often rely on personal contact
positivists is that: empirical facts exist apart over some period of time between the
from personal ideas or thoughts; they are researcher and the group being studied.
governed by laws of cause and effect; Building a partnership with study
patterns of social reality are stable and participants can lead to deeper insight into
knowledge of them is additive (Crotty, the context under study, adding richness
1998; Neuman, 2003; Marczyk, DeMatteo and depth to the data. Thus, qualitative
and Festinger, 2005). A basic assumption methodologies are inductive, that is,
of this paradigm as Ulin, Robinson and oriented toward discovery and process,
Tolley (2004) remarked is that the goal of have high validity, are less concerned with
science is to develop the most objective generalizability, and are more concerned
methods possible to get the closest with deeper understanding of the research
approximation of reality. Researchers who problem in its unique context (Ulin,
work from this perspective explains in Robinson and Tolley, 2004).
quantitative terms how variables interact,
shape events, and cause outcomes. They Both positivist and interpretive researchers
often develop and test these explanations in hold that human behaviour may be
experimental studies. Multivariate analysis patterned and regular. However, while
and techniques for statistical prediction are positivists see this in terms of the laws of
among the classic contributions of this type cause and effect, interpretivists view such
of research. This framework maintains that patterns as being created out of evolving
reliable knowledge is based on direct meaning systems that people generate as
observation or manipulation of natural they socially interact (Neuman, 2003).
phenomena through empirical, often Since interpretive researchers place strong
experimental, means (Lincoln & Guba emphasis on better understanding of the
2000, 2005; Neuman, 2003). world through firsthand experience,
truthful reporting and quotations of actual
On the other hand, an interpretivist- conversation form insiders perspectives
constructivist perspective, the theoretical (Merriam, 1998) than testing the laws of
framework for most qualitative research, human behavior (Bryman, 2001; Farzanfar,
sees the world as constructed, interpreted, 2005), they employ data gathering methods
and experienced by people in their that are sensitive to context (Neuman,
interactions with each other and with wider 2003), and which enable rich and detailed,
social systems (Maxwell, 2006; Bogdan & or thick description of social phenomena by
Biklen, 1992; Guba and Lincoln, 1985; encouraging participants to speak freely
Merriam, 1988). According to this and understand the investigator’s quest for
paradigm the nature of inquiry is insight into a phenomenon that the
interpretive and the purpose of inquiry is to participant has experienced. Owing to this,
understand a particular phenomenon, not to interview, focus group discussion and
generalize to a population (Farzanfar, naturalistic observation are the most widely
2005). Researchers within the interpretivist used data gathering methods for
paradigm are naturalistic since they apply researchers using qualitative research
to real-world situations as they unfold methodology. To the contrary, the
naturally, more specifically, they tend to be positivist researchers’ emphasis on
non-manipulative, unobtrusive, and non- explaining behavior through measurable
controlling. According to Ulin, Robinson data by using highly standardized tools
The Basis of Distinction Between Qualitative and Fekede Tuli 101

such as questionnaire, psychological tests discoveries made about the realities of


with precisely worded questions. human actions are expressed as factual
statements (Bassey, 1995; Mutch, 2005).
Issues of trustworthiness and credibility, as Positivist researchers do not regard
opposed to the positivist criteria of validity, themselves as important variables in their
reliability and objectivity, are key research and believe they remain detached
considerations in the interpretivist from what they research. The philosophical
paradigm. According to Ulin, Robinson basis is that the world exists and is
and Tolley (2004) positivists use validity, knowable and researchers can use
reliability, objectivity, precision, and quantitative methodology to discover it
generalizability to judge the rigor of (Cohen, Manion & Morrison, 2000).
quantitative studies as they intended to Through this orientation, knowledge is a
describe, predict, and verify empirical given and must be studied using objective
relationships in relatively controlled ways. Research findings are usually
settings. On the other hand, qualitative represented quantitatively in numbers
research that aims to explore, discover, and which speak for themselves (Bassey, 1995;
understand cannot use the same criteria to Cohen, Manion & Morrison, 2000; Mutch,
judge research quality and outcomes. 2005).
Lincoln and Guba (1985) suggest that the
fundamental criterion for qualitative reports On the other hand, interpretive researchers
is trustworthiness. How, they ask, can a cannot accept the idea of there being a
researcher be certain that “the findings of reality ‘out there’, which exists irrespective
an inquiry are worth paying attention to, of people. They see reality as a human
worth taking account of. For research to be construct (Mutch, 2005). The interpretive
considered credible and authentic research paradigm views reality and
investigations should be based on a sound meaning making as socially constructed
rationale that justifies the use of chosen and it holds that people make their own
methodology and the processes involved in sense of social realities. Interpretive
data collection and analysis. researchers use qualitative research
methodologies to investigate, interpret and
Ontological Issues/Considerations in describe social realities (Bassey, 1995;
Research Cohen, Manion & Morrison, 2000). The
Ontological questions in social science research findings in qualitative
research are related to the nature of reality. methodology are usually reported
There are two broad and contrasting descriptively using words (Mutch, 2005).
positions: objectivism that holds that there
is an independent reality and The qualitative research methodology treats
constructionism that assumes that reality is people as research participants and not as
the product of social processes (Neuman, objects as in the positivist research
2003). approach. This emphasis can be an
empowering process for participants in
A researcher with a positivist orientation qualitative research, as the participants can
regards reality as being ‘out there’ in the be seen as the writers of their own history
world and needing to be discovered using rather than objects of research (Casey,
conventional scientific methodologies 1993). This methodology enables the
(Bassey, 1995). People, through the use of participants to make meanings of their own
their senses, can observe this reality and the realities and come to appreciate their own
Ethiop. J. Educ. & Sc. Vol. 6 No 1 September 2010 102

construction of knowledge through activities, interviewing key people, taking


practice. This process can be seen as life histories, constructing case studies, and
enabling or empowering them to freely analyzing existing documents or other
express their views, which they may not cultural artifacts. The qualitative
have a chance to do with someone outside researcher’s goal is to attain an insider’s
of the school system (Cohen, Manion & view of the group under study.
Morrison, 2000).
Selecting a Research Paradigm in social
Methodological Issues/ Considerations in science
Research Encyclopedia of qualitative research (2008)
Methodology is a research strategy that defines a paradigm as a set of assumptions
translates ontological and epistemological and perceptual orientations shared by
principles into guidelines that show how members of a research community.
research is to be conducted (Sarantakos, Paradigms determine how members of
2005), and principles, procedures, and research communities view both the
practices that govern research ( Kazdin, phenomena their particular community
1992, 2003a, cited in Marczyk , DeMatteo studies and the research methodology that
and Festinger, 2005). should be employed to study those
phenomena. According to Denzin and
The positivist research paradigm underpins Lincoln (2005) paradigm is the net that
quantitative methodology. The realist/ contains the researcher’s epistemological,
objectivist ontology and empiricist ontological, and methodological premises.
epistemology contained in the positivist
paradigm requires a research methodology Whether consciously or not, every
that is objective or detached, where the researcher works from some theoretical
emphasis is on measuring variables and orientation or paradigm. According to
testing hypotheses that are linked to general Cohen, Manion & Morrison (2000)
causal explanations (Sarantakos, 2005; Researchers have their own different
Marczyk, DeMatteo and Festinger ,2005). worldviews about the nature of knowledge
Positivist research uses experimental and reality that helps them clarify their
designs to measure effects, especially theoretical frameworks. Perspectives can
through group changes. The data collection vary a great deal among researchers who
techniques focus on gathering hard data in see the world through different cultural,
the form of numbers to enable evidence to philosophical, or professional lenses. One
be presented in quantitative form (Neuman, researcher might seek evidence of the
2003; Sarantakos, 2005). regularity of patterned behavior in trends,
In contrast, qualitative methodology is rates, and associations while others might
underpinned by interpretivist epistemology focus on how people understand or
and constructionalist ontology. This interpret what they experience. These two
assumes that meaning is embedded in the predominant research worldviews are the
participants’ experiences and that this positivist paradigm and interpretive
meaning is mediated through the paradigm which are the focus of the sudy.
researcher’s own perceptions (Merriman, It has become very common in
1998). Researchers using qualitative methodological literature that a quantitative
methodology immerse themselves in a methodology is described as belonging to
culture or group by observing its people the positivist paradigm and a qualitative
and their interactions, often participating in methodology as belonging to the
The Basis of Distinction Between Qualitative and Fekede Tuli 103

interpretive paradigm. An interpretivist or within cultural settings. Meanings are


constructivist paradigm portrays the world “found in the symbols people invent to
as socially constructed, complex, and ever communicate meanings or an interpretation
changing in contrast to the positivist for the events of daily life” (Popkewitz,
assumption of a fixed, measurable reality 1984).
external to people.
Description of these different paradigms
Positivism is based on the assumption that demonstrates that there are competing
there are universal laws that govern social Methodologies to social research based on
events, and uncovering these laws enables different philosophical assumptions about
researchers to describe, predict, and control the purpose of science and the nature of
social phenomena. Interpretive research, in social reality (Neuman, 2003; Ulin,
contrast, seeks to understand values, Robinson and Tolley, 2004). The research
beliefs, and meanings of social phenomena, paradigm chosen by individual researchers
thereby obtaining a deep and sympathetic appears to be dependent on their
understanding of human cultural activities perceptions of “what real world truth is”
and experiences. Rubin and Rubin (1995) (ontology) and “how they know it to be real
and Cohen, Manion & Morrison (2000) truth” (epistemology). A researcher’s
pointed out that quantitative research choice of research paradigm can also be
methodologies are a search for both law- determined by the kinds of questions that
like regularities and principles which are help them to investigate problems or issues
true all the time and in all given situations. they find intriguing. Figure 1 presents how
On the other hand, qualitative researchers philosophical framework influence
attempt to understand the complexities of research practice at all and summarize the
the world through participants’ relationships between different
experiences. Knowledge through this lens philosophical schools of thought and
is constructed through social interactions methodological traditions with focus on
constructivism and interpretive.
Ethiop. J. Educ. & Sc. Vol. 6 No 1 September 2010 104

Research problem(s)

Interpretivism Positivism

Constructionist ontology Realist/objectivist ontology


Interpretivist epistemology Philosophical school of thought, Empiricist epistemology
world view

Qualitative Quantitative
Methodology Methodology

Methodology

Flexible Design Fixed Design

Design

-interview Questionnaire
Focus Group Discussion Tests
Observation etc Inventories
Non-numerical analysis Check list etc
Instruments/methods Statistical analysis

Figure: Foundation of Research


The Basis of Distinction Between Qualitative and Fekede Tuli 105

As depicted in figure 1 above ontology and discussion in the course of data collection
epistemology influence the type of research and non-numerical data analysis technique,
methodology chosen, and this in turn while, researcher(s) with in the positivist
guides the choice of research design and paradigm is/are guided to employ
instruments. The ontology informs the questionnaire, tests, inventories, and
methodology about the nature of reality and checklist in the course of data collection
what social science is supposed to study and numerical/statistical data analysis
where as the epistemology informs the technique.
methodology about the nature of
knowledge or where knowledge is to be CONCLUSION
sought? About how we know what we Social science research is complex, diverse
know? Having the instruction from the and pluralistic. Owing to this, the way
ontology and epistemology the research is conducted, its goals and its
methodology prepares a package of basic assumptions vary significantly. The
research design that is to be employed by two major and most popular forms of
the researcher. Methodology is a research research are qualitative methodology,
strategy that translates the ontological and which is grounded on interpretivist
epistemological principles in the process of paradigm and quantitative methodology,
research activity. How research is which is grounded on positivist paradigm.
conducted and constructed? These methodologies guide the works of
the vast majority of researchers in the
The constructivist ontology claiming social science. Hence, researchers should
multiple, individual or socially constructed have a clear understanding of the
reality (both the researcher and the philosophical argument guiding their
participant construct their own reality and research study.
knowledge) that will be studied
contextually and holistically and the Researchers have their own different
constructivist epistemology rejecting the worldviews about the nature of knowledge
traditional image between the researcher and reality based on their own
and things to be studied guide the philosophical orientation (Cohen, et al.
qualitative methodology which in turn 2000). In any research endeavor, linking
prescribe flexible design in which the research and philosophical traditions or
researcher has got unlimited freedom of schools of thought helps clarify a
movement between the steps of research. researcher’s theoretical frameworks
(Cohen, et al. 2000). In the social sciences
On the other hand the positivist ontology there are a number of general frameworks
claiming objective, single, reality that will for doing research. They involve
be studied without any perspective of the assumptions and beliefs on several
researcher and the positivist epistemology different levels, from philosophical
advocating the detachment or dualism of positions about the nature of the world and
the knower and things to be known/studied how humans can better understand the
guide the quantitative methodology which world they live in to assumptions about the
prescribe fixed design which favors the proper relationships between social science
more restrictive option. research and professional practice. The
framework for any research includes
Researcher(s) with in interpretivist beliefs about the nature of reality and
paradigm is/are guided to employ humanity (ontology), the theory of
observation, in-depth interview, and group
Ethiop. J. Educ. & Sc. Vol. 6 No 1 September 2010 106

knowledge that informs the research & Morrison, 2000; Silverman, 1997) , what
(epistemology), and how that knowledge is critical is the selection of the appropriate
may be gained (methodology) that brought research methodology for an inquiry at
about differences in the type of research hand. In the same vein Neuman (2003)
methodologies used in social science argues that there is no single, absolutely
research. correct methodology to social science
research” but rather the methodologies
Quantitative methodology is concerned represent different ways of looking at the
with attempts to quantify social phenomena world – ways to observe, measure and
and collect and analyze numerical data, and understand social reality. Correspondingly,
focus on the links among a smaller number Merriman (1998) argues that getting started
of attributes across many cases. Qualitative on a research project begins with
methodology, on the other hand, is more examining your own orientation to basic
concerned with understanding the meaning tenets about the nature of reality, the
of social phenomena and focus on links purpose of doing research, and the type of
among a larger number of attributes across knowledge that can be produced. Given
relatively few cases. these description, it can be summed up that
the selection of research methodologies
depends on fitness for purpose. According
The main intention of this paper is not to to Creswell (2003) the selection of an
extend the current and long-lasting debate appropriate research methodology requires
regarding qualitative versus quantitative several considerations - firstly, the research
research in social science research, rather problem will often indicate a specific
to describe and reflect on the philosophical research methodology to be used in the
stance guiding the two research inquiry; secondly the researcher’s own
methodologies from Ontological, experiences, training, and worldview; and
Epistemological and Methodological thirdly the audience to whom the research
Perspective so that the audiences (teachers, is to be reported.
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