Tag Archives: educational research

Systematic Inquiry: A design perspective

The following post consists of the lightning round remarks I made as part of the OLC Accelerate 2018 Research Summit.  I was asked to speak on systematic inquiry – what is it and why it is important – to a group of higher ed online instructional designers, faculty, and administrators. 

I was an interesting choice as a panelist. The other members of the panel were CAOs, CEOs, and internationally known researchers.  I am a designer, not a researcher.  I am not a CAO or a CEO or a director. However, I am an online learning research super-user, a sometimes action-researcher, and a sympathetic critic who wants something more for our field and the people in and around it. These were the credentials I took up with me when I got on the stage.

This talk resonated with about 10% of the room and therefore cannot be considered well-received.  However, I’m used to being different and I’m glad I participated – I said exactly what I needed to say. 

Also, I owe much of what I said to this essay by RE Wyllys.  I credited Dr. Wyllys throughout my talk, but you should read his essay for yourself.


 

 

When I was asked to speak on systematic inquiry, I think I probably did the same thing that you all would have done: I googled it, read some articles and essays from a variety of disciplines, and then checked in with my Twitter followers just to make sure I wasn’t missing something big in terms of a discipline-specific meaning or theoretical framework.

Ultimately, I found a definition that seemed to make everyone happy – which may be the first and only time that happens on Twitter.  All sources seemed to agree that systematic inquiry is the careful, deliberate effort to understand a problem or an unknown.  It is the primary way in which we develop formal knowledge or practice within a discipline or field of study. In general, systematic inquiry is what people typically mean when they say something is “good” research, scholarship, or evaluation.

 

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In Zen and the Art of Motorcycle Maintenance, Robert Pirsig describes systematic inquiry as an artful combination of inductive and deductive logic that is best laid out formally to help promote reflection and sharing. He goes on to list the classic scientific method as what one should write down in their notebook.

 

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The scientific method is a great example of systematic inquiry, but when we consider what systematic inquiry means beyond a single question – through time and across networks of people – we need an orientation that goes beyond the scientific method.  Systematic inquiry can also be considered as a way of being in and interacting with a world that is relational, fluid, ethical, and emergent. It hinges on the act of questioning everything.

What are the values that drive our questions and designs? What are the politics of our descriptions? Why am we valuing these methods over others? What is our purpose and how does it align with our impact? For whom are we writing and why?

These are the sorts of questions that we must ask and answer as part of a longitudinal or systems-level vision of systematic inquiry.

 

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There are reasons we strive for systematic inquiry. The first can be found in Zen and the Art of Motorcycle Maintenance (although Albert Einstein also said something very similar):

“The real purpose of the scientific method is to make sure Nature hasn’t misled you into thinking you know something you don’t actually know.”

The world is complicated and we must approach it methodically or else we will get lost in the web of independent, dependent, constant, confounding, mediating, co-variables, and other things that are currently unimaginable that make up most things worth understanding.

 

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The second argument for systematic inquiry is deeply rooted in the social sciences. The act of reflecting on and seeking out diverse forms of feedback about every aspect of our work not only helps protect us from Nature, but also helps protect us from ourselves.

The cautionary tale of the streetlight effect is real; many of us make the mistake of focusing our attention on areas which are already familiar or easier to measure while ignoring other possibilities that are more difficult to pursue.

 

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Finally, systematic inquiry provides an infrastructure of shared language and practices that supports other forms of knowledge discovery and propels them forward. Roald Hoffman, the Nobel-prize winning chemist, writes that serendipitous discovery will occur when the mind has been prepared by intense, preferably interdisciplinary study, our institutions have provided space and opportunity for knowledge sharing, we have cultivated our senses of curiosity and wonder, and we have committed ourselves to hard work.

In considering the state of systematic inquiry in our field’s research literature, I am grateful to the online learning researchers who engage in systematic inquiry.  In fact, we have some of the best online learning researchers here in this room with us today.

However, as a field, online learning has arrived at a point in its development when it is time to reconsider how we approach online learning research – particularly at the level of teaching, learning, and instructional design – so that it is meaningful and useful to others in our field and beyond.

 

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It would be impossible to cover all aspects of online learning in a lightning speech, so I am going to focus on educational social media research: the body of literature that addresses the use of social media – including wikis, blogs, Twitter, YouTube, etc. – in the higher ed classroom.

As part of an ongoing project, Drs. Jessica Knot, Laura Pasquini and I recently reviewed almost 500 empirical articles on the use of social media in higher ed.

Our initial analysis indicates that educational social media literature is dominated by perception and use surveys and descriptive studies.  In general, these descriptive studies are written by practitioner-researchers who implement a social media tool in the classroom and are reporting on their experience and the learner’s perceptions of their experience.  Less than 10% of studies involved quasi-experimental or experimental design. Relatively few of the descriptive studies identified a specific qualitative research methodology and those that did rarely met baseline standards for rigor (or even discussed rigor).

 

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Our findings were consistent with Kimmerle et al (2015), which also looked at educational social media research: many of the articles written about social media use in the classroom focused on the technological aspects and specific functionalities of particular tools without consideration for their pedagogical purpose or associated learner outcomes.

As a field, our literature is hyperfocused on tools and often fails to place digital tools in the larger context of teaching, learning, and instructional design.

We cannot claim to be supporting systematic inquiry into online learning until we diversify our research questions and enhance the overall rigor of our research methodologies.

How do we fix this problem?  How do we design our systems and foster a culture to promote a systematic understanding of online teaching and learning?

 

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I have more questions than answers and I’m hoping we can continue the discussion through the breakout sessions, but here are a few observations and ideas to get us started.

Based on the hyperfocus on tool functionality, the limited discussions of instructional design, and thin applications and descriptions of research methodologies, I question how much pre-planning goes into the action research that accounts for a large portion of the online teaching and learning literature.  I also question the support many of these faculty, who are first and foremost subject matter experts, are receiving from instructional designers and methodologists as they write these articles.

At the theoretical level, collective IQ plays a large role in the value system of digital pedagogies and participatory culture.  So how can we operationalize collective IQ in a knowledge development context? How do we increase the inclusion of instructional designers, methodologists, learners, as well as instructors in the research process?

 

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One of the biggest weaknesses in the online teaching and learning literature is a lack of communication; there appear to be major differences in how researchers are defining key terms, instructional approaches, and research methodologies. I think a lot of that comes from the interdisciplinary nature of our field.

How do we foster interdependency and community within our interdisciplinary field so that we might create a shared understanding of key terms and methodologies?

Alternatively, if this is not possible, how can we promote transparency and thick descriptions so that readers can understand what is being described and judge the results for themselves?  Is that something that could be encouraged at the functional level of peer reviewers, editors, and journals?

 

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And finally, if we enhance the rigor around what counts as research, how can we make room and promote value for other important types of knowledge creation?  The sharing of design ideas and anecdotal experiences are valuable to other educators and designers, but perhaps they belong in other places or formats beyond the empirical journal article.  How do we create those spaces and encourage others to value them as they do a peer-reviewed research journal?

 

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These are some of the questions, I hope we will address today and through future conversations.  Thank you.

 

Dissertating in the Open (Visual Article Series)

To continue my series of visual articles on educational research, I have branched out (or perhaps come home) to the act of dissertating in the open. The following is meant to introduce the idea – to show the overlap and points of potential integration between open scholarship and the process of planning, implementing, and publishing a dissertation.

Much of what follows is inspired by the writings of Catherine Cronin and George Veletsianos  and Royce Kimmons, conversations with Bonnie Stewart, Maha Bali, Virtually Connecting, and #OpenEd2016, and my own work with Jon Becker and Alec Couros.   Special thanks again to Maha Bali and Tod Massa who reviewed this and offered their comments.

This is not meant to introduce the idea of open dissertations completely. There are additional things to be said and places to go. This is a part one.

Dissertating In The Open PDF

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Describing Qualitative Methods in Educational Research: The Annotated Infographic

As I described in my last post, Understanding Educational Research and Design, I have spent a significant amount of the last year reading and evaluating the educational research literature for its structure, themes, and methods. I found problems; too many articles lacked epistemological framing, glossed over faulty sampling and data collection, provided minimal information on analytical processes, and failed to advance the literature in any meaningful way.  As this concerns me in terms of the future of educational research, I have started to develop a collection of downloadable, CC-licensed visual articles that address some of the issues I found in the literature.

One of the qualities I enjoy about educational research is its strong tradition of using qualitative, quantitative, and mixed study designs. However, too often I found articles that described qualitative data collection without information about participants or the collection process, qualitative findings without information on the analytic processes, or qualitative collection processes without information on analysis or findings.   It was difficult to tell if the problems lie in the study design and implementation or whether these were shortcuts made in writing and reporting.

When researchers take short cuts in reporting research processes – qualitative or quantitative – they inevitably and irreparably devalue the work.  The usefulness of a research article hinges on the reader’s ability to assess the quality and personal relevance of the research.  The reader cannot evaluate the research if the author does not provide specific kinds of information about the work.

The following visual article reviews some of the critical methodological pieces that must make it into a research article (regardless of prescribed word counts), if a reader is to be able to make meaning of the work.  While I have presented my argument through a lens of qualitative methodologies, at least one Twitter follower suggested that it was relevant to all research, regardless of methodological tradition.  I tend to agree with him, but will be creating one specific to a quantitative lens soon. Also, a shout-out to all the Twitter followers who reviewed this visual article before I published it here. Special thanks go to Margy MacMillan and Chelsea O’Brien for their detailed feedback.  Also, thanks to my friend and SCHEV colleague Tod Massa for looking at this about a dozen times over the last week and finally telling me today that it might be okay.

 

Downloadable PDFevaluatingqualitativeresearch-1

  1. For more information on criteria for quality in quantitative research:

Lincoln, Y. S. (1995). Emerging criteria for quality in qualitative and interpretive research. Qualitative Inquiry, 1(3), 275-289.

Mays, N., & Pope, C. (2000). Assessing quality in qualitative research. British Medical Journal, 320 (7226), 50.

Trochim, W. (2006). Qualitative Validity. Research Methods Knowledge Base

2.  For more information on thematic analysis:

Charmaz, K. (2003). Grounded theory. Qualitative psychology: A practical guide to research methods, 81-110.

Fereday, J., & Muir-Cochrane, E. (2006). Demonstrating rigor using thematic analysis: A hybrid approach of inductive and deductive coding and theme development. International journal of qualitative methods, 5(1), 80-92.

Strauss, A., & Corbin, J. (1994). Grounded theory methodology. Handbook of Qualitative Research, 17, 273-285.

Vaismoradi, M., Turunen, H., & Bondas, T. (2013). Content analysis and thematic analysis: Implications for conducting a qualitative descriptive study. Nursing & health sciences, 15(3), 398-405.

3.  For more information on qualitative research methods and strategies (general):

Bogdan, R., & Biklen, S. K. (1997). Qualitative research for education. Boston: Allyn & Bacon.

Lincoln, Y. S., & Guba, E. G. (1985). Naturalistic inquiry (Vol. 75). Sage.

Strauss, A., & Corbin, J. (1998). Basics of qualitative research: Techniques and procedures for developing grounded theory . Sage Publications, Inc.

 

Understanding Educational Research Design: The Infographic

I. 

This infographic represents a love letter, from me to the educational research community at large.  Over the last year, I have engaged in two large, systematic literature reviews, designed an educational research instrument, co-written an educational research grant, and completed and defended my dissertation research in educational research and evaluation.  These projects have not been limited to one field; rather, they have spanned subdisciplines (e.g. library, social media, student engagement), sectors (e.g. K-12, adult, higher education), stances (e.g. policy, psychology, teaching and learning) and funding structures (e.g. academic, professional, and independent).

I have been brought onto several of these projects as a methodologist. My role was to describe and critique the approaches and methods used by researchers within these different educational research communities.  In this capacity, I have reviewed approximately 800 educational research articles this summer alone. What I have found is systematically alarming, but it is a story that will unfold through a series of published articles, conference presentations, and blog posts over the next year. This blog post and downloadable infographic marks a starting point for the story.

II.

In engaging with colleagues, authors, students, and casual readers of educational research literature, I have discovered that many people have a narrow perspective on how to talk about published research.  Oftentimes, their discussion stops and starts with the terms “Qualitative,” “Quantitative,” or “Mixed Methods.”  Alternatively, it will start with data collection techniques: “This is a survey” or “The authors did a bunch of interviews” are common ways to describe work.

The problem with this approach is that it ignores the fundamental truth that an author’s philosophical stance (critical, constructivist, postpositivist, etc) will impact every other aspect of their work.  As my friend Maha Bali has argued, positivists and constructivists can both produce qualitative research, but it will have very different flavors to it. To call something “qualitative” is not enough to describe exactly what it is.

Furthermore, the pathway from constructivist to qualitative to data collection (think interviews) and analytic methods (think thematic coding) is not automatic and cannot be assumed. Some interviews are almost as prescriptive as questionnaires while others are free-flowing. Observations can yield qualitative or quantitative data. Thematic analysis can be inductive or deductive, emerging or compliant with a pre-existing framework.

All of this is to say that we must think and talk bigger than data collection and analytic methods when we describe research. If we fail to identify the underlying philosophies and assumptions of the work, we fail to understand the shortcomings, biases, and strengths inherent to it. We fail to ask the right questions and grasp the bigger picture.

Downloadable PDF

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III.

Every research design textbook I have ever read includes a single sentence: “Research questions drive the design, not the other way around.” This is true of good research. Therefore, when trying to describe the quality of a corpus of research literature, it behooves us to look to the nature of the questions being asked.  Are they focused on describing the nature of what is? How things relate? What causes what?

Paying attention to these things is essential for critiquing the structure of the individual study, but there’s more – Identifying trends in research questions can tell you a lot about the field itself.  For example, young or rapidly changing fields need to establish what is before they can move to why things happen.  Funders need to learn to value strong descriptive research in these areas. However, a continued reliance on descriptive designs in the presence of previously established understanding suggests something may be broken in terms of the scholarship being performed, maybe a systematic lack of funding or support, vision or strategy, researcher understanding or training.  Further investigation is warranted.

The point: Research questions matter.  Pay attention.

IV. 

Obviously, research methodology matters as well.  Qualitative, quantitative, and mixed methodologies have definitions and criteria and support specific research frameworks or study designs. There are textbooks.  There are articles.  There are classes. There are teachers. There are methodologists who can help others do these things well when they don’t have an interest in learning it themselves.

I bring this up because of a tweeted conversation I had with my former dissertation advisor, Jon Becker, earlier today.  He let me know – probably just to irk me, because this will always work – that he was peer reviewing an article that had self-identified as “mixed methods” because it had included one open-ended question on the end of a quantitative survey.

I doubt that Creswell and Plano Clark would approve any more than I did.

I trust Jon to be an impenetrable wall against this sort of behavior, but unfortunately Jon does not peer review every educational research article.  Let me say this loudly:

The widespread sloppy or ignorant handling of the “mixed methods” or “qualitative” labels within the educational research literature is shocking.  When critiquing articles or a body of literature as a whole, it is essential for all of us to question how authors are using these labels. Are they accurate?  And if they aren’t accurate, what can we surmise about why or how they are being used?

  • Can you really perform an “in-depth qualitative case study” based on the findings of one quantitative survey (true story; no)
  • Can you report out a proper phenomenology or ethnography without a single quote or rich description of participant context (true story; no and no)
  • Should you be able to read over 100 self-identified qualitative studies without a single reference to memberchecking or auditing? (true story; no)
  • Can you claim mixed methods with just one open-ended question on the end of a survey (true story; no)
  • Should you publish a paper on the basis of a single focus group conversation (30 minutes) with an n of three? (true story; no)
  • Why did these examples get through peer- and editorial review? And what are we going to do about it? 

V.

Therefore, I offer up this infographic as a place to start a conversation: a conversation with students, researchers, publishers, peer-reviewers, and ourselves. It is not comprehensive. It is not an expert piece (although it has gone through a form of peer-review on Twitter, led by the marvelous Maha Bali herself).  However, this infographic serves as a reminder of the following facts:

The misuse of methods is rampant and labels are not to be blindly trusted.

Research questions tell a story oftentimes bigger than the article itself.

Data collection and analytic tools can be used in different ways by different research traditions to produce very different outcomes.

Philosophy shapes everything.