TRIANGULATION
This is a widely endorsed strategy for strengthening the internal validity of qualitative studies
in social science. It is based on the principle of confirming findings through the use of multiple
perspectives. The key aspect of the strategy is threats to the validity of the conclusions,
caused by the particular biases of any one source, method or agent of research, and which
will be lessened by employing a variety of type.
Why is it necessary?
Writers have argued that there is a need for several types of triangulation in relation to
qualitative research, but I shall focus on three modes which can have a bearing on the type
of research design discussed in this chapter: triangulation of sources, of methods and of
investigators. Triangulation of different sources can mean simply the inclusion of multiple
informants (i.e. interviewees or subjects under observation). However, by including different
categories of informants (e.g. teachers and pupils, secondary- and primary-based informants,
pupils of different gender or ability or from different classrooms), the converging perspectives
will arguably make the findings more powerful. Triangulation of methods involves the
use of different data-collection instruments with the same subjects. This has the merit of
counterbalancing the threats inherent to any one method. For instance, the likelihood of
the ‘Hawthorne effect’ (changes in participants’ behaviour during the course of a study
may be related only to the special social situation and social treatment received) occurring
is arguably stronger in the case of individual interviews than in the case of questionnaires,
particularly if the interviewer is known to the interviewee. Questionnaires, however, have
their own and different weaknesses, such as less freedom for the interviewee to develop
their own thoughts and a reliance on the written form of expression. Finally, triangulation of
investigators refers to the use of more than one person in collecting or analysing the data.
One can argue that triangulation as a research device is particularly valuable in the case of
introspective research, though as we shall see in our examples, it is also a useful strategy in
strengthening the credibility of observational studies.
Some commentators (e.g. Silverman, 2010: 371) argue that the use of triangulation is
inappropriate in qualitative research as it contravenes the ethnographic perspective in which
the context of each source of evidence, of each method used and of each investigator’s
approach is of intrinsic value. Comparing results from different angles of enquiry, therefore,
cannot be used to strengthen a common finding. However, a less extreme view would be
that it is possible to maintain the primacy of the researcher’s main source and methods of
research as well as of his or her own interpretation of the results, while also drawing on
multiple sources of evidence and analysis in support of the validity of that main focus.
How can the threat be reduced in both studies?
As an example of introspective research, John’s study would benefit from all three kinds
of triangulation. In particular, the type of study envisaged here calls out for the need for
triangulation of sources. By interviewing teachers and pupils, including, if possible, teachers
from the feeder primary school, John would be able to gather together the views of a range
of people on the issue of the effects of a KS2/3 transfer on the learning of geography based
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338
on triangulation of sources of information. If the conclusions relied exclusively on evidence
from the pupils, we would feel less confident about them, since, taken alone, the pupil
interview data may be skewed by the ‘Hawthorne effect’ or by a partial recall of geography
learning in the primary school.
Despite the observational focus of Jane’s study, the internal validity of the findings would be
strengthened in particular by the use of triangulation of methods. In order to make general
claims about how her pupils collaborate in small-group interaction and what forms of target
language use this generates, she needs to have some evidence that the pupils’ performance
is not entirely dependent on the nature of the group task or on the dynamics of particular
peer interrelations. In order to do this, Jane can usefully think about different methods of
eliciting group target language use by asking them to engage in different types of language
tasks over her data-collection period. These could, for instance, include role plays, debates,
problem-solving tasks or description tasks. It would be important to include a variety of
task types since hidden pupil preferences may be determined by the type of language
needed in the different tasks (for instance, knowledge of particular vocabulary topics), or
by the possibility of different kinds of interaction (e.g. argument, collaboration) appealing to
different types of personality.
Jane’s interest in probing the reasons why her pupils perform linguistically in particular ways
could lead to conclusions whose validity may be under threat unless she took suitable
measures to strengthen her case. In order to offset exclusive reliance on her own explanation
of the data, Jane could carry out individual pupil interviews as another form of methods
triangulation in her study. This would be especially useful in investigating the reasons why
individuals code switch at particular points in the group dialogue. Though Jane may be able
to interpret some possible reasons by looking for patterns of switching in the transcripts,
her analysis would benefit from asking some of the pupils to come up with their own
explanations. She might also be able to use the interviews as an opportunity to test out
some of her own interpretations of the code-switching patterns on the pupils themselves
to see whether they confirmed her own views. Of course, even if the pupils rejected some
of her conclusions, this would not necessarily invalidate them, since the impulse might be
operating at a subconscious level. However, having this discussion with the pupils in itself
would strengthen her study by providing a thicker layering of interpreted data, and by
demonstrating more of an awareness of the complexities of the research process.
As far as triangulation of investigators is concerned, both John and Jane would gain some
benefit from asking a colleague to examine a sample of their data relating to a particular
aspect of their research, in order to see if the kind of interpretations they themselves are
making of the data are reiterated in their colleagues’ responses.
How can the threat be reduced in both studies?
As an example of introspective research, John’s study would benefit from all three kinds
of triangulation. In particular, the type of study envisaged here calls out for the need for
triangulation of sources. By interviewing teachers and pupils, including, if possible,
teachers from the feeder primary school, John would be able to gather together the
views of a range of people on the issue of the effects of KS2/3 transfer on the learning
of geography based on triangulation of sources of information. If the conclusions relied
exclusively on evidence from the pupils, we would feel less confident about them, since,
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339
taken alone, the pupil interview data may be skewed by the ‘Hawthorne effect’ or by a
partial recall of geography learning in the primary school.
Despite the observational focus of Jane’s study, the internal validity of the findings
would be strengthened in particular by the use of triangulation of methods. In order to
make general claims about how her pupils collaborate in small-group interaction and
what forms of target language use this generates, she needs to have some evidence that
the pupils’ performance is not entirely dependent on the nature of the group task or on
the dynamics of particular peer interrelations. In order to do this, Jane can usefully think about
different methods of eliciting group target language use by asking them to engage in different
types of language tasks over her data-collection period. These could for instance include role
plays, debates, problem-solving tasks or description tasks. It would be important to include
a variety of task types since hidden pupil preferences may be determined by the type of
language needed in the different tasks (for instance, knowledge of particular vocabulary
topics), or by the possibility of different kinds of interaction (e.g. argument, collaboration)
appealing to different types of personality.
Jane’s interest in probing the reasons why her pupils perform linguistically in particular ways
could lead to conclusions whose validity may be under threat unless she took suitable
measures to strengthen her case. In order to offset exclusive reliance on her own explanation
of the data, Jane could carry out individual pupil interviews as another form of methods
triangulation in her study. This would be especially useful in investigating the reasons why
individuals code switch at particular points in the group dialogue. Though Jane may be able
to interpret some possible reasons by looking for patterns of switching in the transcripts,
her analysis would benefit from asking some of the pupils to come up with their own
explanations. She might also be able to use the interviews as an opportunity to test out
some of her own interpretations of the code-switching patterns on the pupils themselves
to see whether they confirmed her own views. Of course, even if the pupils rejected some
of her conclusions, this would not necessarily invalidate them, since the impulse might be
operating at a subconscious level. However, having this discussion with the pupils in itself
would strengthen her study by providing a thicker layering of interpreted data, and by
demonstrating more of an awareness of the complexities of the research process.
As far as triangulation of investigators is concerned, both John and Jane would gain some
benefit from asking a colleague to examine a sample of their data relating to a particular
aspect of their research, in order to see if the kind of interpretations they themselves are
making of the data are reiterated in their colleagues’ responses.
LOOKING FOR NEGATIVE EVIDENCE
Why is it necessary?
This is a way of confirming one’s findings by revising hypotheses in the light of negative
evidence in the data. Miles and Huberman (1994: 263) describe this tactic as part of a set
of strategies for looking at ‘unpatterns’ that ‘test a conclusion about a “pattern” by saying
what it is not like’. Other similar strategies they list are ‘checking the meaning of outliers’,
‘using extreme cases’ and ‘following up surprises’. Perhaps more explicitly than the previous
two strategies I have examined in this chapter, looking for negative evidence focuses on the
link between the empirical evidence collected and the theories, hypotheses or conclusions
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which the researcher draws once the analytical process is throwing up some insights.
How can the threat be reduced in Jane’s study?
Looking for negative evidence is one way of guarding against one’s natural tendency to be
over-enthusiastic about a particular interpretation or pattern of findings. Qualitative research
is not about proving a point or seeking confirmation of theories, but often the excitement
of discovering one or more instances in the data which support a particular interpretation
of the phenomenon under scrutiny can lead the researcher to fix too quickly and too
unequivocally on a particular interpretation of the data. For instance, Jane might discover
that pupils are more ready to use the target language if it is in a repeat situation (i.e. where
they have already encountered a need to use the expression in a similar communicative
situation in a previous task). Without resorting to a quantitative count of the number of
times target language use appears in a repeat situation, which would not be a very useful
approach in a qualitative study, Jane could also look at cases where pupils did use French in
new communicative situations or failed to do so in repeat situations. Whether this results in
her revising her conclusions or not, simply by demonstrating to us (and to herself) that she
has looked at negative evidence will give us and her more confidence in the hypotheses she
does make and the conclusions she ultimately draws.
CONCLUSION: THINKING ABOUT RELIABILITY AND VALIDITY IN RELATION
TO YOUR OWN PROJECT
As the examples discussed in this chapter have demonstrated, these two concepts are
important issues to consider at different stages of your research design. At the back of
your mind, you should think about how your research findings and plan will look to
other practitioners in educational research. At the planning stage, think about where
the weaknesses are likely to be in data collection and analysis. How effectively do they
relate to your research questions and objectives? It is always useful to discuss your plan
with a colleague or a supervisor before you commit to it. Look for examples in the literature
to see how other people have designed similar studies. Having identified the
potential weaknesses, then you can start planning strategies such as those described
above which you can tailor to deal with the particular threats to the reliability and validity
of your research.
Remember that there is a fundamental difference between qualitative and quantitative
research: the former does not seek to reach hard factual conclusions based on some
form of measurement; its aim is to generate hypotheses and arguments, or to explore
themes supported by trustworthy evidence from the data. Be explicit (and self-critical
where relevant) about how you tried to ensure that that evidence and your analysis is
trustworthy.
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Activity 7.1 How does pupils’ use of ICT in
lessons support their learning?
Imagine that you want to investigate this question in relation to the context of
your subject teaching. Consider the following questions which you would need
to address in the design of a qualitative study focusing on your own classroom
experiences with one or more groups at your school.
• What sort of pupil use of ICT would you want to examine and why?
• Which aspects of their learning would you want to begin by looking at?
• What sort of evidence would you want to gather relating to the pupils’ use
of technology?
• What other forms of data collection would you carry out?
• List the procedures and types of information that would be needed for
others to carry out a replication study.
• What would be the likely threats to the internal validity of your study?
• What strategies would you use to guard against these threats?
Key ideas
This chapter has sought to identify the main benefits of thinking about the
reliability and validity of research carried out by teacher researchers. I have
argued that the two notions are important measures for use in the assessment
of both observational and introspective qualitative research. Reliability refers
to the degree of rigour, consistency and trustworthiness of a study. This
measurement is traditionally conceived in relation to the agent of the research.
If an independent researcher carried out the same study, would they arrive at
the same findings (internal reliability)? If an independent researcher carried out
the same research elsewhere, would they reach the same conclusions (external
reliability)? Validity was described as the degree to which a study measures what
it claims to measure. External validity refers to the generalizability of the findings.
This was seen to be inappropriate in real terms within the epistemological
framework of qualitative research. However, it can be useful if seen as a tool
for hypothetical validation. Internal validity, on the other hand, was described
as an important quality which focused on the connection between a study’s
findings and the data-collection and analysis procedures used to reach them.
Three types of strategies for checking the internal validity of qualitative
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studies by teacher researchers were described and exemplified. Long-term
involvement provides the researcher with sufficient time to develop a familiarity
and understanding of the subjects, the data and research process which result
in a strengthening of the validity of the findings. Triangulation of sources, of
methods and of investigators protect the study against threats to internal
validity of findings due to exposure to the biases inherent in any one source,
method or individual researcher. Looking for negative evidence is a way of
confirming particular patterns in the findings by examining contrary evidence
and therefore being able to say what the patterns are not like.
Reflective questions
• Have you been scrupulously honest about the procedures and limitations
of your study? Qualitative research is as much about the process as about
the outcome of the research. Questions about reliability and validity are a
good way of critically reporting on the process.
• Have you considered the threats to reliability and validity issues before
you start, as well as reviewing these after you have completed your data
collection?
• Make a list of the strategies you used to strengthen the reliability and
validity of your study. First identify the potential threats, then talk about the
strategies you devised to offset the threats.
• Have you got the appropriate number of research objectives for the study?
Be realistic within the time and resource constraints you’re working under.
Further reading
Denzin, N. and Lincoln, Y. (2011) The SAGE Handbook of Qualitative Research (4th edn).
London: Sage.
Saldana, J. (2009) The Coding Manual for Qualitative Researchers. London: sage
Silverman, D. (2010) Interpreting Qualitative Data (3rd edn). London: Sage.
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ДОСТОВЕРНОСТЬ И ВАЛИДНОСТЬ
КАЧЕСТВЕННОГО АНАЛИЗА
УЧИТЕЛЕЙ-ИССЛЕДОВАТЕЛЕЙ
MICHAEL EVANS
ГЛАВА 7
Обзор главы
В данной главе будет рассмотрено, что является достоверностью и
валидностью в контексте школьного качественного исследования, проводимого
преподающими исследователями. Будут описаны и объяснены три типа
стратегий проверки внутренней валидности качественного анализа учителей-
исследователей. Также рассмотрим, как триангуляция источников, методов и
исследователей поможет предохранить эксперимент от угроз для внутренней
валидности результатов. Наконец, опишем, как поиск опровергающих
доказательств может быть использован для подтверждения определенных
паттернов результатов за счет изучения доказательств обратного.
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Введение
Одно из основных опасений, возникающих у того, кто проводит маломасштабный
качественный анализ, на определенном этапе исследования, можно выразить вопросом:
«и что дальше?». Данное исследование – лишь капля в море, так что какое значение могут
иметь крайне индивидуальные и локализованные результаты моего опыта для кого-либо
другого? В разных контекстах получаются совершенно разные результаты, поэтому как
мое исследование может быть использовано другими? Отчасти это опасение является
реакцией на кажущуюся весомость крупномасштабного количественного анализа,
учитывая его доступ к большему объему и охвату информации. Чем больше предметов,
аудиторий, школ и контекстов включено в исследование, тем, по-видимому, больше
у исследователя оснований претендовать на общую релевантность и применимость,
особенно если они подтверждены статистическими расчетами. В то же время, опасения,
связанные с достоверностью и валидностью собственного исследования, являются
положительным признаком осознания ограничений педагогического исследования.
Квалифицированный исследователь отличается от наивного исследователя тем,
что первый не расположен делать скоропалительные и самонадеянные заявления
о своих результатах: неоспоримая уверенность, как правило, редко встречается в
научно-педагогических исследованиях. Некоторое сомнение важно, как минимум
тем, что повышает нашу бдительность и делает нас открытыми для новых и подчас
противоречащих доказательств.
Однако для того, чтобы анализ считался исследованием, требуется определенная
систематичность и валидация, поскольку, несмотря на мои вступительные замечания,
цель исследования – вызвать интерес у широкого круга лиц и представлять нечто
большее, чем результат личного и субъективного размышления. Авторы Lincoln
and Guba (1985) утверждали, что в контексте «натуралистического исследования»
качество анализа можно измерить его «добросовестностью» и изучением методов,
использованных как часть процесса убеждения:
Основная проблема, связанная с добросовестностью, проста: Как исследователь может
убедить свою аудиторию (включая себя) в том, что результаты его исследования
стоят их внимания, стоят того, чтобы быть принятыми к сведению? Какие можно
привести аргументы, к каким прибегнуть критериям, какие вопросы задать, чтобы быть
убедительным в этом отношении? (1985: 290)
Именно такая систематичность и широкая валидация предположительно и различает
исследовательский проект (стремящийся анализировать и толковать полученные
данные) и личный проект (который лишь описывает данные), «предметное
исследование» (case study) и «наглядный пример» (case story) (Bassey, 1999: 62). В
этой связи в социальных науках разрабатываются две группы концепций и стратегий
для укрепления валидности и достоверности исследования, которые мы подробно
рассмотрим в контексте школьного исследования в остальной части данной главы.
Но прежде, чем мы приступим, необходимо понять, что подразумевает термин
«качественный анализ».
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