methods used in sociology research

2.2 Research Methods

Learning objectives.

By the end of this section, you should be able to:

Recall the 6 Steps of the Scientific Method
Differentiate between four kinds of research methods: surveys, field research, experiments, and secondary data analysis.
Explain the appropriateness of specific research approaches for specific topics.

Sociologists examine the social world, see a problem or interesting pattern, and set out to study it. They use research methods to design a study. Planning the research design is a key step in any sociological study. Sociologists generally choose from widely used methods of social investigation: primary source data collection such as survey, participant observation, ethnography, case study, unobtrusive observations, experiment, and secondary data analysis , or use of existing sources. Every research method comes with plusses and minuses, and the topic of study strongly influences which method or methods are put to use. When you are conducting research think about the best way to gather or obtain knowledge about your topic, think of yourself as an architect. An architect needs a blueprint to build a house, as a sociologist your blueprint is your research design including your data collection method.

Making sociologists’ presence invisible is not always realistic for other reasons. That option is not available to a researcher studying prison behaviors, early education, or the Ku Klux Klan. Researchers can’t just stroll into prisons, kindergarten classrooms, or Klan meetings and unobtrusively observe behaviors or attract attention. In situations like these, other methods are needed. Researchers choose methods that best suit their study topics, protect research participants or subjects, and that fit with their overall approaches to research.

As a research method, a survey collects data from subjects who respond to a series of questions about behaviors and opinions, often in the form of a questionnaire or an interview. The survey is one of the most widely used scientific research methods. The standard survey format allows individuals a level of anonymity in which they can express personal ideas.

At some point, most people in the United States respond to some type of survey. The 2020 U.S. Census is an excellent example of a large-scale survey intended to gather sociological data. Since 1790, United States has conducted a survey consisting of six questions to received demographical data pertaining to residents. The questions pertain to the demographics of the residents who live in the United States. Currently, the Census is received by residents in the United Stated and five territories and consists of 12 questions.

Not all surveys are considered sociological research, however, and many surveys people commonly encounter focus on identifying marketing needs and strategies rather than testing a hypothesis or contributing to social science knowledge. Questions such as, “How many hot dogs do you eat in a month?” or “Were the staff helpful?” are not usually designed as scientific research. The Nielsen Ratings determine the popularity of television programming through scientific market research. However, polls conducted by television programs such as American Idol or So You Think You Can Dance cannot be generalized, because they are administered to an unrepresentative population, a specific show’s audience. You might receive polls through your cell phones or emails, from grocery stores, restaurants, and retail stores. They often provide you incentives for completing the survey.

Sociologists conduct surveys under controlled conditions for specific purposes. Surveys gather different types of information from people. While surveys are not great at capturing the ways people really behave in social situations, they are a great method for discovering how people feel, think, and act—or at least how they say they feel, think, and act. Surveys can track preferences for presidential candidates or reported individual behaviors (such as sleeping, driving, or texting habits) or information such as employment status, income, and education levels.

A survey targets a specific population , people who are the focus of a study, such as college athletes, international students, or teenagers living with type 1 (juvenile-onset) diabetes. Most researchers choose to survey a small sector of the population, or a sample , a manageable number of subjects who represent a larger population. The success of a study depends on how well a population is represented by the sample. In a random sample , every person in a population has the same chance of being chosen for the study. As a result, a Gallup Poll, if conducted as a nationwide random sampling, should be able to provide an accurate estimate of public opinion whether it contacts 2,000 or 10,000 people.

After selecting subjects, the researcher develops a specific plan to ask questions and record responses. It is important to inform subjects of the nature and purpose of the survey up front. If they agree to participate, researchers thank subjects and offer them a chance to see the results of the study if they are interested. The researcher presents the subjects with an instrument, which is a means of gathering the information.

A common instrument is a questionnaire. Subjects often answer a series of closed-ended questions . The researcher might ask yes-or-no or multiple-choice questions, allowing subjects to choose possible responses to each question. This kind of questionnaire collects quantitative data —data in numerical form that can be counted and statistically analyzed. Just count up the number of “yes” and “no” responses or correct answers, and chart them into percentages.

Questionnaires can also ask more complex questions with more complex answers—beyond “yes,” “no,” or checkbox options. These types of inquiries use open-ended questions that require short essay responses. Participants willing to take the time to write those answers might convey personal religious beliefs, political views, goals, or morals. The answers are subjective and vary from person to person. How do you plan to use your college education?

Some topics that investigate internal thought processes are impossible to observe directly and are difficult to discuss honestly in a public forum. People are more likely to share honest answers if they can respond to questions anonymously. This type of personal explanation is qualitative data —conveyed through words. Qualitative information is harder to organize and tabulate. The researcher will end up with a wide range of responses, some of which may be surprising. The benefit of written opinions, though, is the wealth of in-depth material that they provide.

An interview is a one-on-one conversation between the researcher and the subject, and it is a way of conducting surveys on a topic. However, participants are free to respond as they wish, without being limited by predetermined choices. In the back-and-forth conversation of an interview, a researcher can ask for clarification, spend more time on a subtopic, or ask additional questions. In an interview, a subject will ideally feel free to open up and answer questions that are often complex. There are no right or wrong answers. The subject might not even know how to answer the questions honestly.

Questions such as “How does society’s view of alcohol consumption influence your decision whether or not to take your first sip of alcohol?” or “Did you feel that the divorce of your parents would put a social stigma on your family?” involve so many factors that the answers are difficult to categorize. A researcher needs to avoid steering or prompting the subject to respond in a specific way; otherwise, the results will prove to be unreliable. The researcher will also benefit from gaining a subject’s trust, from empathizing or commiserating with a subject, and from listening without judgment.

Surveys often collect both quantitative and qualitative data. For example, a researcher interviewing people who are incarcerated might receive quantitative data, such as demographics – race, age, sex, that can be analyzed statistically. For example, the researcher might discover that 20 percent of incarcerated people are above the age of 50. The researcher might also collect qualitative data, such as why people take advantage of educational opportunities during their sentence and other explanatory information.

The survey can be carried out online, over the phone, by mail, or face-to-face. When researchers collect data outside a laboratory, library, or workplace setting, they are conducting field research, which is our next topic.

Field Research

The work of sociology rarely happens in limited, confined spaces. Rather, sociologists go out into the world. They meet subjects where they live, work, and play. Field research refers to gathering primary data from a natural environment. To conduct field research, the sociologist must be willing to step into new environments and observe, participate, or experience those worlds. In field work, the sociologists, rather than the subjects, are the ones out of their element.

The researcher interacts with or observes people and gathers data along the way. The key point in field research is that it takes place in the subject’s natural environment, whether it’s a coffee shop or tribal village, a homeless shelter or the DMV, a hospital, airport, mall, or beach resort.

While field research often begins in a specific setting , the study’s purpose is to observe specific behaviors in that setting. Field work is optimal for observing how people think and behave. It seeks to understand why they behave that way. However, researchers may struggle to narrow down cause and effect when there are so many variables floating around in a natural environment. And while field research looks for correlation, its small sample size does not allow for establishing a causal relationship between two variables. Indeed, much of the data gathered in sociology do not identify a cause and effect but a correlation .

Sociology in the Real World

Beyoncé and lady gaga as sociological subjects.

Sociologists have studied Lady Gaga and Beyoncé and their impact on music, movies, social media, fan participation, and social equality. In their studies, researchers have used several research methods including secondary analysis, participant observation, and surveys from concert participants.

In their study, Click, Lee & Holiday (2013) interviewed 45 Lady Gaga fans who utilized social media to communicate with the artist. These fans viewed Lady Gaga as a mirror of themselves and a source of inspiration. Like her, they embrace not being a part of mainstream culture. Many of Lady Gaga’s fans are members of the LGBTQ community. They see the “song “Born This Way” as a rallying cry and answer her calls for “Paws Up” with a physical expression of solidarity—outstretched arms and ﬁngers bent and curled to resemble monster claws.”

Sascha Buchanan (2019) made use of participant observation to study the relationship between two fan groups, that of Beyoncé and that of Rihanna. She observed award shows sponsored by iHeartRadio, MTV EMA, and BET that pit one group against another as they competed for Best Fan Army, Biggest Fans, and FANdemonium. Buchanan argues that the media thus sustains a myth of rivalry between the two most commercially successful Black women vocal artists.

Participant Observation

In 2000, a comic writer named Rodney Rothman wanted an insider’s view of white-collar work. He slipped into the sterile, high-rise offices of a New York “dot com” agency. Every day for two weeks, he pretended to work there. His main purpose was simply to see whether anyone would notice him or challenge his presence. No one did. The receptionist greeted him. The employees smiled and said good morning. Rothman was accepted as part of the team. He even went so far as to claim a desk, inform the receptionist of his whereabouts, and attend a meeting. He published an article about his experience in The New Yorker called “My Fake Job” (2000). Later, he was discredited for allegedly fabricating some details of the story and The New Yorker issued an apology. However, Rothman’s entertaining article still offered fascinating descriptions of the inside workings of a “dot com” company and exemplified the lengths to which a writer, or a sociologist, will go to uncover material.

Rothman had conducted a form of study called participant observation , in which researchers join people and participate in a group’s routine activities for the purpose of observing them within that context. This method lets researchers experience a specific aspect of social life. A researcher might go to great lengths to get a firsthand look into a trend, institution, or behavior. A researcher might work as a waitress in a diner, experience homelessness for several weeks, or ride along with police officers as they patrol their regular beat. Often, these researchers try to blend in seamlessly with the population they study, and they may not disclose their true identity or purpose if they feel it would compromise the results of their research.

At the beginning of a field study, researchers might have a question: “What really goes on in the kitchen of the most popular diner on campus?” or “What is it like to be homeless?” Participant observation is a useful method if the researcher wants to explore a certain environment from the inside.

Field researchers simply want to observe and learn. In such a setting, the researcher will be alert and open minded to whatever happens, recording all observations accurately. Soon, as patterns emerge, questions will become more specific, observations will lead to hypotheses, and hypotheses will guide the researcher in analyzing data and generating results.

In a study of small towns in the United States conducted by sociological researchers John S. Lynd and Helen Merrell Lynd, the team altered their purpose as they gathered data. They initially planned to focus their study on the role of religion in U.S. towns. As they gathered observations, they realized that the effect of industrialization and urbanization was the more relevant topic of this social group. The Lynds did not change their methods, but they revised the purpose of their study.

This shaped the structure of Middletown: A Study in Modern American Culture , their published results (Lynd & Lynd, 1929).

The Lynds were upfront about their mission. The townspeople of Muncie, Indiana, knew why the researchers were in their midst. But some sociologists prefer not to alert people to their presence. The main advantage of covert participant observation is that it allows the researcher access to authentic, natural behaviors of a group’s members. The challenge, however, is gaining access to a setting without disrupting the pattern of others’ behavior. Becoming an inside member of a group, organization, or subculture takes time and effort. Researchers must pretend to be something they are not. The process could involve role playing, making contacts, networking, or applying for a job.

Once inside a group, some researchers spend months or even years pretending to be one of the people they are observing. However, as observers, they cannot get too involved. They must keep their purpose in mind and apply the sociological perspective. That way, they illuminate social patterns that are often unrecognized. Because information gathered during participant observation is mostly qualitative, rather than quantitative, the end results are often descriptive or interpretive. The researcher might present findings in an article or book and describe what he or she witnessed and experienced.

This type of research is what journalist Barbara Ehrenreich conducted for her book Nickel and Dimed . One day over lunch with her editor, Ehrenreich mentioned an idea. How can people exist on minimum-wage work? How do low-income workers get by? she wondered. Someone should do a study . To her surprise, her editor responded, Why don’t you do it?

That’s how Ehrenreich found herself joining the ranks of the working class. For several months, she left her comfortable home and lived and worked among people who lacked, for the most part, higher education and marketable job skills. Undercover, she applied for and worked minimum wage jobs as a waitress, a cleaning woman, a nursing home aide, and a retail chain employee. During her participant observation, she used only her income from those jobs to pay for food, clothing, transportation, and shelter.

She discovered the obvious, that it’s almost impossible to get by on minimum wage work. She also experienced and observed attitudes many middle and upper-class people never think about. She witnessed firsthand the treatment of working class employees. She saw the extreme measures people take to make ends meet and to survive. She described fellow employees who held two or three jobs, worked seven days a week, lived in cars, could not pay to treat chronic health conditions, got randomly fired, submitted to drug tests, and moved in and out of homeless shelters. She brought aspects of that life to light, describing difficult working conditions and the poor treatment that low-wage workers suffer.

The book she wrote upon her return to her real life as a well-paid writer, has been widely read and used in many college classrooms.

Ethnography

Ethnography is the immersion of the researcher in the natural setting of an entire social community to observe and experience their everyday life and culture. The heart of an ethnographic study focuses on how subjects view their own social standing and how they understand themselves in relation to a social group.

An ethnographic study might observe, for example, a small U.S. fishing town, an Inuit community, a village in Thailand, a Buddhist monastery, a private boarding school, or an amusement park. These places all have borders. People live, work, study, or vacation within those borders. People are there for a certain reason and therefore behave in certain ways and respect certain cultural norms. An ethnographer would commit to spending a determined amount of time studying every aspect of the chosen place, taking in as much as possible.

A sociologist studying a tribe in the Amazon might watch the way villagers go about their daily lives and then write a paper about it. To observe a spiritual retreat center, an ethnographer might sign up for a retreat and attend as a guest for an extended stay, observe and record data, and collate the material into results.

Institutional Ethnography

Institutional ethnography is an extension of basic ethnographic research principles that focuses intentionally on everyday concrete social relationships. Developed by Canadian sociologist Dorothy E. Smith (1990), institutional ethnography is often considered a feminist-inspired approach to social analysis and primarily considers women’s experiences within male- dominated societies and power structures. Smith’s work is seen to challenge sociology’s exclusion of women, both academically and in the study of women’s lives (Fenstermaker, n.d.).

Historically, social science research tended to objectify women and ignore their experiences except as viewed from the male perspective. Modern feminists note that describing women, and other marginalized groups, as subordinates helps those in authority maintain their own dominant positions (Social Sciences and Humanities Research Council of Canada n.d.). Smith’s three major works explored what she called “the conceptual practices of power” and are still considered seminal works in feminist theory and ethnography (Fensternmaker n.d.).

Sociological Research

The making of middletown: a study in modern u.s. culture.

In 1924, a young married couple named Robert and Helen Lynd undertook an unprecedented ethnography: to apply sociological methods to the study of one U.S. city in order to discover what “ordinary” people in the United States did and believed. Choosing Muncie, Indiana (population about 30,000) as their subject, they moved to the small town and lived there for eighteen months.

Ethnographers had been examining other cultures for decades—groups considered minorities or outsiders—like gangs, immigrants, and the poor. But no one had studied the so-called average American.

Recording interviews and using surveys to gather data, the Lynds objectively described what they observed. Researching existing sources, they compared Muncie in 1890 to the Muncie they observed in 1924. Most Muncie adults, they found, had grown up on farms but now lived in homes inside the city. As a result, the Lynds focused their study on the impact of industrialization and urbanization.

They observed that Muncie was divided into business and working class groups. They defined business class as dealing with abstract concepts and symbols, while working class people used tools to create concrete objects. The two classes led different lives with different goals and hopes. However, the Lynds observed, mass production offered both classes the same amenities. Like wealthy families, the working class was now able to own radios, cars, washing machines, telephones, vacuum cleaners, and refrigerators. This was an emerging material reality of the 1920s.

As the Lynds worked, they divided their manuscript into six chapters: Getting a Living, Making a Home, Training the Young, Using Leisure, Engaging in Religious Practices, and Engaging in Community Activities.

When the study was completed, the Lynds encountered a big problem. The Rockefeller Foundation, which had commissioned the book, claimed it was useless and refused to publish it. The Lynds asked if they could seek a publisher themselves.

Middletown: A Study in Modern American Culture was not only published in 1929 but also became an instant bestseller, a status unheard of for a sociological study. The book sold out six printings in its first year of publication, and has never gone out of print (Caplow, Hicks, & Wattenberg. 2000).

Nothing like it had ever been done before. Middletown was reviewed on the front page of the New York Times. Readers in the 1920s and 1930s identified with the citizens of Muncie, Indiana, but they were equally fascinated by the sociological methods and the use of scientific data to define ordinary people in the United States. The book was proof that social data was important—and interesting—to the U.S. public.

Sometimes a researcher wants to study one specific person or event. A case study is an in-depth analysis of a single event, situation, or individual. To conduct a case study, a researcher examines existing sources like documents and archival records, conducts interviews, engages in direct observation and even participant observation, if possible.

Researchers might use this method to study a single case of a foster child, drug lord, cancer patient, criminal, or rape victim. However, a major criticism of the case study as a method is that while offering depth on a topic, it does not provide enough evidence to form a generalized conclusion. In other words, it is difficult to make universal claims based on just one person, since one person does not verify a pattern. This is why most sociologists do not use case studies as a primary research method.

However, case studies are useful when the single case is unique. In these instances, a single case study can contribute tremendous insight. For example, a feral child, also called “wild child,” is one who grows up isolated from human beings. Feral children grow up without social contact and language, which are elements crucial to a “civilized” child’s development. These children mimic the behaviors and movements of animals, and often invent their own language. There are only about one hundred cases of “feral children” in the world.

As you may imagine, a feral child is a subject of great interest to researchers. Feral children provide unique information about child development because they have grown up outside of the parameters of “normal” growth and nurturing. And since there are very few feral children, the case study is the most appropriate method for researchers to use in studying the subject.

At age three, a Ukranian girl named Oxana Malaya suffered severe parental neglect. She lived in a shed with dogs, and she ate raw meat and scraps. Five years later, a neighbor called authorities and reported seeing a girl who ran on all fours, barking. Officials brought Oxana into society, where she was cared for and taught some human behaviors, but she never became fully socialized. She has been designated as unable to support herself and now lives in a mental institution (Grice 2011). Case studies like this offer a way for sociologists to collect data that may not be obtained by any other method.

Experiments

You have probably tested some of your own personal social theories. “If I study at night and review in the morning, I’ll improve my retention skills.” Or, “If I stop drinking soda, I’ll feel better.” Cause and effect. If this, then that. When you test the theory, your results either prove or disprove your hypothesis.

One way researchers test social theories is by conducting an experiment , meaning they investigate relationships to test a hypothesis—a scientific approach.

There are two main types of experiments: lab-based experiments and natural or field experiments. In a lab setting, the research can be controlled so that more data can be recorded in a limited amount of time. In a natural or field- based experiment, the time it takes to gather the data cannot be controlled but the information might be considered more accurate since it was collected without interference or intervention by the researcher.

As a research method, either type of sociological experiment is useful for testing if-then statements: if a particular thing happens (cause), then another particular thing will result (effect). To set up a lab-based experiment, sociologists create artificial situations that allow them to manipulate variables.

Classically, the sociologist selects a set of people with similar characteristics, such as age, class, race, or education. Those people are divided into two groups. One is the experimental group and the other is the control group. The experimental group is exposed to the independent variable(s) and the control group is not. To test the benefits of tutoring, for example, the sociologist might provide tutoring to the experimental group of students but not to the control group. Then both groups would be tested for differences in performance to see if tutoring had an effect on the experimental group of students. As you can imagine, in a case like this, the researcher would not want to jeopardize the accomplishments of either group of students, so the setting would be somewhat artificial. The test would not be for a grade reflected on their permanent record of a student, for example.

And if a researcher told the students they would be observed as part of a study on measuring the effectiveness of tutoring, the students might not behave naturally. This is called the Hawthorne effect —which occurs when people change their behavior because they know they are being watched as part of a study. The Hawthorne effect is unavoidable in some research studies because sociologists have to make the purpose of the study known. Subjects must be aware that they are being observed, and a certain amount of artificiality may result (Sonnenfeld 1985).

A real-life example will help illustrate the process. In 1971, Frances Heussenstamm, a sociology professor at California State University at Los Angeles, had a theory about police prejudice. To test her theory, she conducted research. She chose fifteen students from three ethnic backgrounds: Black, White, and Hispanic. She chose students who routinely drove to and from campus along Los Angeles freeway routes, and who had had perfect driving records for longer than a year.

Next, she placed a Black Panther bumper sticker on each car. That sticker, a representation of a social value, was the independent variable. In the 1970s, the Black Panthers were a revolutionary group actively fighting racism. Heussenstamm asked the students to follow their normal driving patterns. She wanted to see whether seeming support for the Black Panthers would change how these good drivers were treated by the police patrolling the highways. The dependent variable would be the number of traffic stops/citations.

The first arrest, for an incorrect lane change, was made two hours after the experiment began. One participant was pulled over three times in three days. He quit the study. After seventeen days, the fifteen drivers had collected a total of thirty-three traffic citations. The research was halted. The funding to pay traffic fines had run out, and so had the enthusiasm of the participants (Heussenstamm, 1971).

Secondary Data Analysis

While sociologists often engage in original research studies, they also contribute knowledge to the discipline through secondary data analysis . Secondary data does not result from firsthand research collected from primary sources, but are the already completed work of other researchers or data collected by an agency or organization. Sociologists might study works written by historians, economists, teachers, or early sociologists. They might search through periodicals, newspapers, or magazines, or organizational data from any period in history.

Using available information not only saves time and money but can also add depth to a study. Sociologists often interpret findings in a new way, a way that was not part of an author’s original purpose or intention. To study how women were encouraged to act and behave in the 1960s, for example, a researcher might watch movies, televisions shows, and situation comedies from that period. Or to research changes in behavior and attitudes due to the emergence of television in the late 1950s and early 1960s, a sociologist would rely on new interpretations of secondary data. Decades from now, researchers will most likely conduct similar studies on the advent of mobile phones, the Internet, or social media.

Social scientists also learn by analyzing the research of a variety of agencies. Governmental departments and global groups, like the U.S. Bureau of Labor Statistics or the World Health Organization (WHO), publish studies with findings that are useful to sociologists. A public statistic like the foreclosure rate might be useful for studying the effects of a recession. A racial demographic profile might be compared with data on education funding to examine the resources accessible by different groups.

One of the advantages of secondary data like old movies or WHO statistics is that it is nonreactive research (or unobtrusive research), meaning that it does not involve direct contact with subjects and will not alter or influence people’s behaviors. Unlike studies requiring direct contact with people, using previously published data does not require entering a population and the investment and risks inherent in that research process.

Using available data does have its challenges. Public records are not always easy to access. A researcher will need to do some legwork to track them down and gain access to records. To guide the search through a vast library of materials and avoid wasting time reading unrelated sources, sociologists employ content analysis , applying a systematic approach to record and value information gleaned from secondary data as they relate to the study at hand.

Also, in some cases, there is no way to verify the accuracy of existing data. It is easy to count how many drunk drivers, for example, are pulled over by the police. But how many are not? While it’s possible to discover the percentage of teenage students who drop out of high school, it might be more challenging to determine the number who return to school or get their GED later.

Another problem arises when data are unavailable in the exact form needed or do not survey the topic from the precise angle the researcher seeks. For example, the average salaries paid to professors at a public school is public record. But these figures do not necessarily reveal how long it took each professor to reach the salary range, what their educational backgrounds are, or how long they’ve been teaching.

When conducting content analysis, it is important to consider the date of publication of an existing source and to take into account attitudes and common cultural ideals that may have influenced the research. For example, when Robert S. Lynd and Helen Merrell Lynd gathered research in the 1920s, attitudes and cultural norms were vastly different then than they are now. Beliefs about gender roles, race, education, and work have changed significantly since then. At the time, the study’s purpose was to reveal insights about small U.S. communities. Today, it is an illustration of 1920s attitudes and values.

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2.2 Research Methods

Learning objectives.

By the end of this section, you should be able to:

Recall the six Steps of the Scientific Method
Differentiate between six kinds of research methods: surveys, interviews, field research, participant observations, ethnographies, and secondary data analysis.
Explain the appropriateness of specific research approaches for specific topics.

Sociologists examine the social world, see a problem or interesting pattern, and set out to study it. They use research methods to design a study and ultimately collect data. Planning the research design is a key step in any sociological study. Sociologists generally choose from widely used methods of social investigation: primary sourced data collection such as surveys, interviews, field research, participant observations, ethnographies, and secondary data analysis. Every research method comes with plusses and minuses, and the topic of study and the theoretical paradigm a sociologist uses to think about society, strongly influences which method (or sometimes methods) are put into use. When you are conducting research think about the best way to gather or obtain data about your topic. Think of yourself as an architect. An architect needs a blueprint to build a house, as a sociologist your blueprint is your research design including your research methods.

When entering a particular social environment, a researcher must be careful. There are times when a sociologist will remain anonymous and times when their presence as a researcher is known to participants. There are times when sociologists will conduct interviews or times when they will simply observe. Some participants need to be thoroughly informed; others should not know they are being observed. A researcher wouldn’t stroll into a crime-ridden neighborhood at midnight, calling out, “Any people engaging in criminal activity around?”

Making sociologists’ presence invisible is not always realistic for other reasons. That option is not available to a researcher studying prison behaviors, early education, or the Ku Klux Klan. Researchers can’t just stroll into prisons, kindergarten classrooms, or Klan meetings and unobtrusively observe behaviors or attract attention. In situations like these, other methods are needed. Researchers choose methods that best suit their research topics, protect research participants or subjects, and that fit with their overall approaches to research.

As a research method, surveys collect data from subjects who respond to a series of questions about behaviors and opinions, often in the form of a questionnaire or an interview. The survey is one of the most widely used sociological research methods. The standard survey format allows individuals a level of anonymity in which they can express personal ideas.

Figure 2.3 Questionnaires are a common research method. (Credit: CDC Global/flickr)

At some point, most people in the United States respond to some type of survey. The 2020 U.S. Census is an excellent example of a large-scale survey intended to gather sociological data. Since 1790, the United States has conducted a survey consisting of six questions to collect demographic data about its residents. Today, the Census consists of 12 questions and is received by residents in the United States and five territories.

Not all surveys are considered sociological research, however. Many surveys we commonly encounter focus on identifying marketing needs and strategies rather than testing a hypothesis or contributing to social science knowledge. Questions such as, “How many hot dogs do you eat in a month?” or “Were the staff helpful?” are not usually designed as scientific research. For example, the Nielsen Ratings determine the popularity of television programming through scientific market research. However, polls conducted by television programs such as American Idol, or Squid Games: The Challenge, cannot be generalized, because they are administered to a population that does not represent all television consumption, only to a specific show’s audience. You might receive similar polls through your cell phones or emails, from grocery stores, restaurants, and retail stores. They often provide incentives for completing their surveys.

Figure 2.4 Real-time surveys are common in classrooms, live-audience events, and even popular media. Twitter polls have often replaced physical devices such as the one pictured. (Credit: Sam Howzit/flickr)

Sociologists conduct surveys under controlled conditions for specific purposes. Surveys gather different types of information from people. While surveys are not great at capturing the ways people behave in social situations, they are a great method for discovering how people feel, think, and act—or at least how they say they feel, think, and act. Surveys can track preferences for presidential candidates or report individual behaviors (such as sleeping, driving, or texting habits) or information such as employment status, income, and educational levels.

A survey targets a specific population–people who are the focus of a study, such as college athletes, international students, or teenagers living with type 1 (juvenile-onset) diabetes. Most researchers choose to survey a small sector of the population, or a sample– a manageable number of subjects who represent a larger population. The success of a study depends on how well a population is represented by the sample. In a random sample , every person in a population has the same chance of being chosen for the study. As a result, a Gallup Poll, if conducted as a nationwide random sampling, should be able to provide an accurate estimate of public opinion whether it contacts 2,000 or 10,000 people.

After selecting subjects, the researcher develops a specific plan to ask questions and record responses. It is important to inform subjects of the nature and purpose of the survey upfront (i.e., informed consen t). If they agree to participate, researchers thank the subjects and offer them a chance to see the results of the study if they are interested. The researcher presents the subjects with an instrument, which is a means of gathering the information.

A common instrument is a questionnaire . Subjects often answer a series of closed-ended questions . The researcher might ask yes-or-no or multiple-choice questions, allowing subjects to choose possible responses to each question. This kind of questionnaire collects quantitative data —data in numerical form that can be counted and statistically analyzed. Just count up the number of “yes” and “no” responses or correct answers, and chart them into percentages.

Questionnaires can also ask more complex questions with more complex answers—beyond “yes,” “no,” or checkbox options. These types of inquiries use open-ended questions that require short essay responses. Participants willing to take the time to write those answers might convey personal religious beliefs, political views, goals, or experiences. The answers are subjective and vary from person to person. How do you plan to use your college education?

Some topics that investigate internal processes, such as feelings of sadness, are impossible to observe directly and are difficult to discuss honestly in a public forum. People are more likely to share honest answers if they can respond to questions anonymously. This type of personal explanation is qualitative data —conveyed through words. Qualitative information is harder to organize and tabulate. The researcher will end up with a wide range of responses, some of which may be surprising. The benefit of written opinions, though, is the wealth of in-depth material that they provide.

An interview is a one-on-one conversation between the researcher and the subject, and it is another commonly used research method. Unlike surveys, during interviews, participants are free to respond as they wish, without being limited by predetermined choices. In the back-and-forth conversation of an interview, a researcher can ask for clarification, spend more time on a subtopic, or ask additional questions. In an interview, a subject will ideally feel free to open up and answer questions that are often complex. There are no right or wrong answers. The subject might not even know how to answer the questions honestly.

Interviewers collect both quantitative and qualitative data. For example, a researcher interviewing people who are incarcerated might receive quantitative data, such as demographics – race, age, sexuality, and gender–that can be analyzed statistically. In doing so, in addition to the rich data derived from interviews, the researcher might discover that 20 percent of incarcerated people are above the age of 50. This is then analyzed alongside the qualitative data the researcher collects from incarcerated people, such as what ages of incarcerated people take advantage of educational opportunities during their sentences and other explanatory information to understand the differences and why.

Field Research

The work of sociology rarely happens in limited, confined spaces. Rather, sociologists go out into the world. They meet subjects where they live, work, and play. Field research refers to gathering primary data from a natural environment. To conduct field research, the sociologist must be willing to step into new environments and observe, participate, or experience those worlds. In fieldwork, the sociologists, rather than the subjects, are the ones out of their element.

Figure 2.5 Sociological researchers travel across countries and cultures to interact with and observe subjects in their natural environments. (Credit: IMLS Digital Collections and Content/flickr)

While field research often begins in a specific setting , the study’s purpose is to observe specific behaviors and practices in a given setting. Fieldwork is optimal for observing how people behave. It seeks to understand why they behave that way. However, researchers may struggle to narrow down cause and effect when there are so many variables floating around in a natural environment. While field research looks for correlation, its small sample size does not allow for establishing a causal relationship between two variables. Indeed, much of the data gathered in sociology does not identify a cause and effect but a correlation .

Sociology in the Real World

Beyoncé and Lady Gaga as Sociological Subjects

Figure 2.6 Researchers have used surveys and participant observations to accumulate data on Lady Gaga and Beyonce as multifaceted performers. (Credit a: John Robert Chartlon/flickr, b: Kristopher Harris/flickr.)

Sociologists have studied Lady Gaga and Beyoncé and their impact on music, movies, social media, fan participation, and social equality. Researchers have used several research methods including secondary analysis, participant observation, and surveys from concert participants.

Participant Observation

In 2000, a comic writer named Rodney Rothman wanted an insider’s view of white-collar work. He slipped into the sterile, high-rise offices of a New York “dot com” agency. Every day for two weeks, he pretended to work there. His main purpose was simply to see whether anyone would notice him or challenge his presence. No one did. The receptionist greeted him. The employees smiled and said good morning. Rothman was accepted as part of the team. He even went so far as to claim a desk, inform the receptionist of his whereabouts, and attend a meeting. He published an article about his experience in The New Yorker called “My Fake Job” (2000). Later, he was discredited for allegedly fabricating some story details and The New Yorker issued an apology. However, Rothman’s entertaining article still offered fascinating descriptions of the inside workings of a “dot com” company and exemplified the lengths to which a writer, or a sociologist, will go to uncover material.

Rothman conducted a form of study called participant observation , a research method where researchers join people and participate in a group’s routine activities to observe them within that context. This method lets researchers experience a specific aspect of social life. A researcher might go to great lengths to get a firsthand look into a trend, institution, or behavior. A researcher might work as a waitress in a diner, experience houselessness for several weeks, or hang out and ride along with firefighters during their shifts. Often, these researchers try to blend in seamlessly with the population they study, and they may not disclose their true identity or purpose if they feel it would compromise the results of their research.

Figure 2.7 Is she a working waitress or a sociologist conducting a study using participant observation? A field researcher may take a job or take other steps to get firsthand knowledge of their subjects. (Credit: Gareth Williams/flickr.)

At the beginning of a field study, researchers might have a question, such as, “What really goes on in the kitchen of the most popular diner on campus?” Or, “What is it like to be houseless?” Participant observation is a useful method if the researcher wants to explore a certain environment from the inside.

Field researchers simply want to observe and learn. In such a setting, the researcher will be alert and open-minded to whatever happens, recording all observations accurately. Soon, as patterns emerge, questions will become more specific, observations will lead to hypotheses, and hypotheses will guide the researcher in analyzing data and generating results.

The Lynds were upfront about their mission. The townspeople of Muncie, Indiana, knew why the researchers were in their midst. However, some sociologists prefer not to alert people to their presence. The main advantage of covert participant observation is that it allows the researcher access to authentic, natural behaviors of a group’s members. The challenge, however, is gaining access to a setting without disrupting the pattern of others’ behavior. Becoming an inside member of a group, organization, or subculture takes time and effort. Researchers must pretend to be something they are not. The process could involve role-playing, making contacts, networking, or applying for a job.

Once inside a group, some researchers spend months or even years pretending to be one of the people they are observing. However, as observers, they cannot get too involved. They must keep their purpose in mind and apply the sociological perspective. That way, they illuminate social patterns that are often unrecognized. Because information gathered during participant observation is mostly qualitative, rather than quantitative, the results are often descriptive or interpretive. The researcher might present findings in an article or book and describe what he or she witnessed and experienced.

This type of research is what journalist Barbara Ehrenreich (2001) conducted for her book, Nickel and Dimed . One day over lunch with her editor, Ehrenreich mentioned an idea: “How can people exist on minimum-wage work? How do low-income workers get by?” She wondered if someone should do a study. To her surprise, her editor responded, “Why don’t you do it?”

That’s how Ehrenreich found herself joining the ranks of the working class. For several months, she left her comfortable home and lived and worked among people who did not have, for the most part, higher educational degrees and marketable job skills. Undercover, she applied for and worked minimum wage jobs as a waitress, a cleaning woman, a nursing home aide, and a retail chain employee. During her participant observation, she used only her income from those jobs to pay for food, clothing, transportation, and shelter.

She discovered the obvious, that it’s almost impossible to get by on minimum wage work. She also experienced and observed attitudes many middle and upper-class people never think about. She witnessed firsthand the treatment of working-class employees. She saw the extreme measures people take to make ends meet and to survive. She described fellow employees who held two or three jobs, worked seven days a week, lived in cars, could not pay to treat chronic health conditions, got randomly fired, submitted to drug tests, and moved in and out of homeless shelters. She brought aspects of that life to light, describing difficult working conditions and the poor treatment that low-wage workers suffer.

The book she wrote upon her return to her real life as a well-paid writer, is widely read and used in many college classrooms today.

Figure 2.8 Field research happens in real locations. What type of environment do work spaces foster? What would a sociologist discover after blending in? (Credit: Lyncconf Games/flickr)

Ethnography.

Ethnography is the immersion of the researcher in the natural setting of an entire social community to observe and experience their everyday life and culture. The heart of an ethnographic study focuses on how subjects view their social standing and how they understand themselves in relation to a socio-cultural group. As such, ethnography is the primary method used by anthropologists but is equally used by qualitative sociologists.

An ethnographic study might observe, for example, a small U.S. fishing town, a Native reservation, a village in Thailand, a Buddhist monastery, a private boarding school, or an amusement park. These places all have borders. People live, work, study, or vacation within those borders. People are there for a certain reason and therefore behave in certain ways and respect certain cultural norms. An ethnographer would commit to spending a determined amount of time studying every aspect of the chosen place, taking in as much as possible.

Institutional Ethnography

Institutional ethnography is an extension of basic ethnographic research principles that focuses intentionally on everyday concrete social relationships. Developed by Canadian sociologist Dorothy E. Smith (1990), institutional ethnography is often considered a feminist-inspired approach to social analysis and primarily considers women’s experiences within male-dominated societies, social institutions, and power structures. Smith’s work even challenged sociology’s exclusion of women, both academically and in the study of women’s lives (Fenstermaker, n.d.).

Historically, social science research tended to objectify women and ignore their experiences except as viewed from the male perspective. Modern feminists note that describing women, and other marginalized groups, as subordinates helps those in authority maintain their dominant positions (Social Sciences and Humanities Research Council of Canada n.d.). Smith’s three major works explored what she called “the conceptual practices of power” and are still considered seminal works in feminist theory and ethnography today (Fensternmaker n.d.).

Secondary Data Analysis

While sociologists often engage in original research studies, they also contribute knowledge to the discipline through secondary data analysis . Secondary data does not result from firsthand research collected from primary sources but rather from the completed work of other researchers or data collected by an agency or organization. Sociologists might study works written by historians, economists, teachers, or early sociologists. They might search through periodicals, newspapers, magazines, or organizational data from any period in history.

Using available information not only saves time and money but also adds depth to a study. Sociologists often interpret findings in a new way, a way that was not part of an author’s original purpose or intention. Secondary data analysis is not to be confused with a literature review, however. As learned in the previous section (2.1), a literature review is a step in the scientific method where the researcher attempts to best understand how other researchers have studied a research topic or the conclusions they have drawn in already completed research studies on the same topic. Secondary data analysis is how researchers analyze data that already exists in unique ways. Take, for example, the Census. While data from the Census already exists, sociologists can analyze it secondarily by asking sociological questions about the data. The Census alone allows us to understand the racial demographics of the United States but coupled with other social factors, we can ask what percentages of racial demographics are more likely to obtain a college degree to help us understand resources that are accessible by different groups. Or, sociologists could even study how women were encouraged to act and behave in the 1960s, by systematically analyzing movies, television shows, magazines, and situation comedies from that period. Decades from now, researchers will most likely conduct similar studies on the advent of mobile phones, the Internet, or social media.

One of the advantages of secondary data like old movies or Census data is that it is nonreactive research (or unobtrusive research), meaning that it does not involve direct contact with subjects and will not alter or influence people’s behaviors. Unlike studies requiring direct contact with people, using previously published data and other secondary sources of data does not require entering a population and the investment and risks inherent in that research process.

Another problem arises when data are unavailable in the exact form needed or do not survey the topic from the precise angle the researcher seeks. For example, the average salaries paid to professors at a public school are publicly accessible. However, these figures do not necessarily reveal how long it took each professor to reach the salary range, what their educational backgrounds are, or how long they’ve been teaching.

When conducting content analysis, it is important to consider the date of publication of an existing source and to take into account attitudes and common cultural ideals that may have influenced the research. For example, when Robert S. Lynd and Helen Merrell Lynd gathered research in the 1920s, attitudes and cultural norms were vastly different than they are now. Beliefs about gender roles, race, education, and work have changed significantly since then. At the time, the study’s purpose was to reveal insights about small U.S. communities. Today, it is an illustration of 1920s attitudes and values.

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In This Article Expand or collapse the "in this article" section Qualitative Methods in Sociological Research

Introduction, background and context.

Research Manuals
Data Analysis Software
Epistemological Debates
Culture and Meaning
Studying Lives Through Interviewing
Reflection and the Self
Ethical Issues
Comparisons and Revisits
Canonical Qualitative Studies

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Qualitative Methods in Sociological Research by Jeff Sallaz LAST REVIEWED: 13 November 2018 LAST MODIFIED: 27 July 2011 DOI: 10.1093/obo/9780199756384-0043

Qualitative research methods have a long and distinguished history within sociology. They trace their roots back to Max Weber’s call for an interpretive understanding of action. Today, qualitative sociology encompasses a variety of specific procedures for collecting data, ranging from life history interviews to direct observation of social interaction to embedded participant observation. In all of these cases, the social scientist directly interacts with those whom he or she is studying. The social scientist attempts to see the world from their perspective and to interpret their practices in a meaningful way. In fact, scholars such as Howard Becker and Clifford Geertz have argued that the ultimate test of the validity of a qualitative research study is whether it produces an account of social action that would make sense to the actors themselves. As this would imply, the foundational logic underlying qualitative studies differs from that of variable-oriented quantitative research. The latter measures particular properties of social phenomena and then uses statistical models to determine patterns of association among these properties, or variables. Because these models require a larger number of cases to establish statistically significant associations, quantitative researchers necessarily must sacrifice depth for breadth. Qualitative researchers, in contrast, are comfortable working with a small number of cases, or even a single case. They have at their disposal a variety of assumptions, theories, and methods to produce rich accounts of social life. In addition, qualitative research can offer unique insight into the relationship between microsocial and macrosocial worlds and even global forces.

The following texts offer the interested reader a general introduction to basic principles and debates associated with qualitative research methods. Ross 1992 and Abbott 1999 situate these methods in historical context. During the first half of the 20th century, ethnographic field research was the gold standard for sociology—especially at the famed Chicago school. The same was true in much of Europe, as Masson 2008 describes in the case of France. Katz 1997 , Burawoy 1998 , and Steinmetz 2005 , in turn, defend ethnography against recent critiques that it does not represent a legitimate mode of inquiry according to the standards of positivist science. That such debates are intertwined with larger moral concerns is demonstrated by Smith 2005 and Van Manen 1990 , both of which argue that qualitative methods are uniquely suited to study the lives of oppressed and subaltern groups.

Abbott, Andrew. 1999. Department and discipline: Chicago sociology at one hundred . Chicago: Univ. of Chicago Press.

Robert Park, a sociologist at the University of Chicago in the early 20th century, ordered his students to “Go get the seat of your pants dirty.” Abbott offers a balanced insider account of the famed Chicago School of ethnographic field research.

Burawoy, Michael. 1998. The extended case method. Sociological Theory 16.1: 5–33.

Argues that qualitative methods should not be held to the standards of “positive science.” Rather, they represent an equally valid mode of analysis grounded in a “reflexive science.”

Katz, Jack. 1997. Ethnography’s warrants. Sociological Methods and Research 25.4: 391–423.

DOI: 10.1177/0049124197025004002

Addresses the question how qualitative researchers can justify, or warrant, their case studies in relation to potentially hostile audiences who adhere to a mainstream quantitative view.

Masson, Philippe. 2008. Faire de la sociologie: Les grandes enquêtes françaises depuis 1945 . Grands repères. Guides. Paris: La Découverte.

Currently available only in French, this book covers the history of qualitative field methods in French sociology, especially the diffusion of ideas from the United States.

Ross, Dorothy. 1992. The origins of American social science . Ideas in Context. New York: Cambridge Univ. Press.

A comprehensive study of the history of sociology in America, this book argues that the legitimacy of qualitative research has been tied to the preeminence of various universities, departments, and faculties.

Smith, Dorothy. 2005. Institutional ethnography: A sociology for people . Gender Lens series. Lanham, MD: AltaMira.

Argues persuasively that ethnographers have a responsibility to impart in their research subjects an understanding of the powerful external forces shaping their everyday life worlds. Very much in the spirit of what C. Wright Mills referred to as the sociological imagination: the capacity to understand personal issues in the context of larger public problems.

Steinmetz, George, ed. 2005. The politics of method in the human sciences: Positivism and its epistemological others . Politics, History and Culture. Durham, NC: Duke Univ. Press.

Collection of essays examining how positivism (i.e., an epistemology valorizing empirical observations and the application of the scientific method) came to dominate many human sciences, including sociology. Qualitative researchers often have to deal with the critique that their methods do not meet the standards of positivism.

Van Manen, Max. 1990. Researching lived experience: Human science for an action sensitive pedagogy . SUNY Series in Philosophy of Education. Albany: State Univ. of New York Press.

A short but powerful book offering an accessible introduction to hermeneutic and phenomenological methods. It focuses on the applied aspects of qualitative methods for simultaneously teaching and learning from our subjects.

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Learning Objectives

Differentiate between four kinds of research methods: surveys, field research, experiments, and secondary data analysis
Understand why different topics are better suited to different research approaches

Sociologists examine the world, see a problem or interesting pattern, and set out to study it. They use research methods to design a study—perhaps a detailed, systematic, scientific method for conducting research and obtaining data, or perhaps an ethnographic study utilizing an interpretive framework. Planning the research design is a key step in any sociological study.

When entering a particular social environment, a researcher must be careful. There are times to remain anonymous and times to be overt. There are times to conduct interviews and times to simply observe. Some participants need to be thoroughly informed; others should not know they are being observed. A researcher wouldn’t stroll into a crime-ridden neighborhood at midnight, calling out, “Any gang members around?” And if a researcher walked into a coffee shop and told the employees they would be observed as part of a study on work efficiency, the self-conscious, intimidated baristas might not behave naturally. This is called the Hawthorne effect —where people change their behavior because they know they are being watched as part of a study. The Hawthorne effect is unavoidable in some research. In many cases, sociologists have to make the purpose of the study known. Subjects must be aware that they are being observed, and a certain amount of artificiality may result (Sonnenfeld 1985).

Making sociologists’ presence invisible is not always realistic for other reasons. That option is not available to a researcher studying prison behaviors, early education, or the Ku Klux Klan. Researchers can’t just stroll into prisons, kindergarten classrooms, or Klan meetings and unobtrusively observe behaviors. In situations like these, other methods are needed. All studies shape the research design, while research design simultaneously shapes the study. Researchers choose methods that best suit their study topics and that fit with their overall approaches to research.

In planning studies’ designs, sociologists generally choose from four widely used methods of social investigation: survey, field research, experiment, and secondary data analysis , or use of existing sources. Every research method comes with plusses and minuses, and the topic of study strongly influences which method or methods are put to use.

As a research method, a survey collects data from subjects who respond to a series of questions about behaviors and opinions, often in the form of a questionnaire. The survey is one of the most widely used scientific research methods. The standard survey format allows individuals a level of anonymity in which they can express personal ideas.

A photo of a person's hand filling in a survey check box labeled 'No' with a pen.

At some point, most people in the United States respond to some type of survey. The U.S. Census is an excellent example of a large-scale survey intended to gather sociological data. Not all surveys are considered sociological research, however, and many surveys people commonly encounter focus on identifying marketing needs and strategies rather than testing a hypothesis or contributing to social science knowledge. Questions such as, “How many hot dogs do you eat in a month?” or “Were the staff helpful?” are not usually designed as scientific research. Often, polls on television do not reflect a general population, but are merely answers from a specific show’s audience. Polls conducted by programs such as American Idol or So You Think You Can Dance represent the opinions of fans but are not particularly scientific. A good contrast to these are the Nielsen Ratings, which determine the popularity of television programming through scientific market research.

An American Idol audience member voting for a contestant using an electronic response system that uses numbers as answers

Sociologists conduct surveys under controlled conditions for specific purposes. Surveys gather different types of information from people. While surveys are not great at capturing the ways people really behave in social situations, they are a great method for discovering how people feel and think—or at least how they say they feel and think. Surveys can track preferences for presidential candidates or reported individual behaviors (such as sleeping, driving, or texting habits) or factual information such as employment status, income, and education levels.

A survey targets a specific population , people who are the focus of a study, such as college athletes, international students, or teenagers living with type 1 (juvenile-onset) diabetes. Most researchers choose to survey a small sector of the population, or a sample : that is, a manageable number of subjects who represent a larger population. The success of a study depends on how well a population is represented by the sample. In a random sample , every person in a population has the same chance of being chosen for the study. According to the laws of probability, random samples represent the population as a whole. For instance, a Gallup Poll, if conducted as a nationwide random sampling, should be able to provide an accurate estimate of public opinion whether it contacts 2,000 or 10,000 people.

After selecting subjects, the researcher develops a specific plan to ask questions and record responses. It is important to inform subjects of the nature and purpose of the study up front. If they agree to participate, researchers thank subjects and offer them a chance to see the results of the study if they are interested. The researcher presents the subjects with an instrument, which is a means of gathering the information. A common instrument is a questionnaire, in which subjects answer a series of questions. For some topics, the researcher might ask yes-or-no or multiple-choice questions, allowing subjects to choose possible responses to each question. This kind of quantitative data —research collected in numerical form that can be counted—are easy to tabulate. Just count up the number of “yes” and “no” responses or correct answers, and chart them into percentages.

Questionnaires can also ask more complex questions with more complex answers—beyond “yes,” “no,” or the option next to a checkbox. In those cases, the answers are subjective and vary from person to person. How do plan to use your college education? Why do you follow Jimmy Buffett around the country and attend every concert? Those types of questions require short essay responses, and participants willing to take the time to write those answers will convey personal information about religious beliefs, political views, and morals. Some topics that reflect internal thought are impossible to observe directly and are difficult to discuss honestly in a public forum. People are more likely to share honest answers if they can respond to questions anonymously. This type of information is qualitative data —results that are subjective and often based on what is seen in a natural setting. Qualitative information is harder to organize and tabulate. The researcher will end up with a wide range of responses, some of which may be surprising. The benefit of written opinions, though, is the wealth of material that they provide.

An interview is a one-on-one conversation between the researcher and the subject, and it is a way of conducting surveys on a topic. Interviews are similar to the short-answer questions on surveys in that the researcher asks subjects a series of questions. However, participants are free to respond as they wish, without being limited by predetermined choices. In the back-and-forth conversation of an interview, a researcher can ask for clarification, spend more time on a subtopic, or ask additional questions. In an interview, a subject will ideally feel free to open up and answer questions that are often complex. There are no right or wrong answers. The subject might not even know how to answer the questions honestly.

Questions such as, “How did society’s view of alcohol consumption influence your decision whether or not to take your first sip of alcohol?” or “Did you feel that the divorce of your parents would put a social stigma on your family?” involve so many factors that the answers are difficult to categorize. A researcher needs to avoid steering or prompting the subject to respond in a specific way; otherwise, the results will prove to be unreliable. And, obviously, a sociological interview is not an interrogation. The researcher will benefit from gaining a subject’s trust, from empathizing or commiserating with a subject, and from listening without judgment.

Field Research

The work of sociology rarely happens in limited, confined spaces. Sociologists seldom study subjects in their own offices or laboratories. Rather, sociologists go out into the world. They meet subjects where they live, work, and play. Field research refers to gathering primary data from a natural environment without doing a lab experiment or a survey. It is a research method suited to an interpretive framework rather than to the scientific method. To conduct field research, the sociologist must be willing to step into new environments and observe, participate, or experience those worlds. In field work, the sociologists, rather than the subjects, are the ones out of their element.

The researcher interacts with or observes a person or people and gathers data along the way. The key point in field research is that it takes place in the subject’s natural environment, whether it’s a coffee shop or tribal village, a homeless shelter or the DMV, a hospital, airport, mall, or beach resort.

A man is shown taking notes outside a tent in the mountains.

While field research often begins in a specific setting , the study’s purpose is to observe specific behaviors in that setting. Field work is optimal for observing how people behave. It is less useful, however, for understanding why they behave that way. You can’t really narrow down cause and effect when there are so many variables floating around in a natural environment.

Much of the data gathered in field research are based not on cause and effect but on correlation . And while field research looks for correlation, its small sample size does not allow for establishing a causal relationship between two variables.

Several people in colorful T-shirts and leis are shown talking and drinking in an outdoor tiki bar setting.

Some sociologists study small groups of people who share an identity in one aspect of their lives. Almost everyone belongs to a group of like-minded people who share an interest or hobby. Scientologists, folk dancers, or members of Mensa (an organization for people with exceptionally high IQs) express a specific part of their identity through their affiliation with a group. Those groups are often of great interest to sociologists.

Jimmy Buffett, an American musician who built a career from his single top-10 song “Margaritaville,” has a following of devoted groupies called Parrotheads. Some of them have taken fandom to the extreme, making Parrothead culture a lifestyle. In 2005, Parrotheads and their subculture caught the attention of researchers John Mihelich and John Papineau. The two saw the way Jimmy Buffett fans collectively created an artificial reality. They wanted to know how fan groups shape culture.

What Mihelich and Papineau found was that Parrotheads, for the most part, do not seek to challenge or even change society, as many sub-groups do. In fact, most Parrotheads live successfully within society, holding upper-level jobs in the corporate world. What they seek is escape from the stress of daily life.

At Jimmy Buffett concerts, Parrotheads engage in a form of role play. They paint their faces and dress for the tropics in grass skirts, Hawaiian leis, and Parrot hats. These fans don’t generally play the part of Parrotheads outside of these concerts; you are not likely to see a lone Parrothead in a bank or library. In that sense, Parrothead culture is less about individualism and more about conformity. Being a Parrothead means sharing a specific identity. Parrotheads feel connected to each other: it’s a group identity, not an individual one.

In their study, Mihelich and Papineau quote from a recent book by sociologist Richard Butsch, who writes, “un-self-conscious acts, if done by many people together, can produce change, even though the change may be unintended” (2000). Many Parrothead fan groups have performed good works in the name of Jimmy Buffett culture, donating to charities and volunteering their services.

However, the authors suggest that what really drives Parrothead culture is commercialism. Jimmy Buffett’s popularity was dying out in the 1980s until being reinvigorated after he signed a sponsorship deal with a beer company. These days, his concert tours alone generate nearly $30 million a year. Buffett made a lucrative career for himself by partnering with product companies and marketing Margaritaville in the form of T-shirts, restaurants, casinos, and an expansive line of products. Some fans accuse Buffett of selling out, while others admire his financial success. Buffett makes no secret of his commercial exploitations; from the stage, he’s been known to tell his fans, “Just remember, I am spending your money foolishly.”

Mihelich and Papineau gathered much of their information online. Referring to their study as a “Web ethnography,” they collected extensive narrative material from fans who joined Parrothead clubs and posted their experiences on websites. “We do not claim to have conducted a complete ethnography of Parrothead fans, or even of the Parrothead Web activity,” state the authors, “but we focused on particular aspects of Parrothead practice as revealed through Web research” (2005). Fan narratives gave them insight into how individuals identify with Buffett’s world and how fans used popular music to cultivate personal and collective meaning.

In conducting studies about pockets of culture, most sociologists seek to discover a universal appeal. Mihelich and Papineau stated, “Although Parrotheads are a relative minority of the contemporary US population, an in-depth look at their practice and conditions illuminate [sic] cultural practices and conditions many of us experience and participate in” (2005).

Here, we will look at three types of field research: participant observation, ethnography, and the case study.

Participant Observation

Rothman had conducted a form of study called participant observation , in which researchers join people and participate in a group’s routine activities for the purpose of observing them within that context. This method lets researchers experience a specific aspect of social life. A researcher might go to great lengths to get a firsthand look into a trend, institution, or behavior. Researchers temporarily put themselves into roles and record their observations. A researcher might work as a waitress in a diner, live as a homeless person for several weeks, or ride along with police officers as they patrol their regular beat. Often, these researchers try to blend in seamlessly with the population they study, and they may not disclose their true identity or purpose if they feel it would compromise the results of their research.

Waitress serves customers in an outdoor café.

This type of research is what journalist Barbara Ehrenreich conducted for her book Nickel and Dimed . One day over lunch with her editor, as the story goes, Ehrenreich mentioned an idea. How can people exist on minimum-wage work? How do low-income workers get by? she wondered. Someone should do a study. To her surprise, her editor responded, Why don’t you do it?

Nickel and Dimed: On (Not) Getting By in America , the book she wrote upon her return to her real life as a well-paid writer, has been widely read and used in many college classrooms.

About 10 empty office cubicles are shown.

Ethnography

Ethnography is the extended observation of the social perspective and cultural values of an entire social setting. Ethnographies involve objective observation of an entire community.

The heart of an ethnographic study focuses on how subjects view their own social standing and how they understand themselves in relation to a community. An ethnographic study might observe, for example, a small U.S. fishing town, an Inuit community, a village in Thailand, a Buddhist monastery, a private boarding school, or an amusement park. These places all have borders. People live, work, study, or vacation within those borders. People are there for a certain reason and therefore behave in certain ways and respect certain cultural norms. An ethnographer would commit to spending a determined amount of time studying every aspect of the chosen place, taking in as much as possible.

Institutional Ethnography

Institutional ethnography is an extension of basic ethnographic research principles that focuses intentionally on everyday concrete social relationships. Developed by Canadian sociologist Dorothy E. Smith, institutional ethnography is often considered a feminist-inspired approach to social analysis and primarily considers women’s experiences within male-dominated societies and power structures. Smith’s work is seen to challenge sociology’s exclusion of women, both academically and in the study of women’s lives (Fenstermaker, n.d.).

Historically, social science research tended to objectify women and ignore their experiences except as viewed from the male perspective. Modern feminists note that describing women, and other marginalized groups, as subordinates helps those in authority maintain their own dominant positions (Social Sciences and Humanities Research Council of Canada, n.d.). Smith’s three major works explored what she called “the conceptual practices of power” (1990; cited in Fensternmaker, n.d.) and are still considered seminal works in feminist theory and ethnography.

In 1924, a young married couple named Robert and Helen Lynd undertook an unprecedented ethnography: to apply sociological methods to the study of one U.S. city in order to discover what “ordinary” people in the United States did and believed. Choosing Muncie, Indiana (population about 30,000), as their subject, they moved to the small town and lived there for eighteen months.

Ethnographers had been examining other cultures for decades—groups considered minority or outsider—like gangs, immigrants, and the poor. But no one had studied the so-called average American.

Recording interviews and using surveys to gather data, the Lynds did not sugarcoat or idealize U.S. life (PBS). They objectively stated what they observed. Researching existing sources, they compared Muncie in 1890 to the Muncie they observed in 1924. Most Muncie adults, they found, had grown up on farms but now lived in homes inside the city. From that discovery, the Lynds focused their study on the impact of industrialization and urbanization.

They observed that Muncie was divided into business class and working class groups. They defined business class as dealing with abstract concepts and symbols, while working class people used tools to create concrete objects. The two classes led different lives with different goals and hopes. However, the Lynds observed, mass production offered both classes the same amenities. Like wealthy families, the working class was now able to own radios, cars, washing machines, telephones, vacuum cleaners, and refrigerators. This was an emerging material new reality of the 1920s.

As the Lynds worked, they divided their manuscript into six sections: Getting a Living, Making a Home, Training the Young, Using Leisure, Engaging in Religious Practices, and Engaging in Community Activities. Each chapter included subsections such as “The Long Arm of the Job” and “Why Do They Work So Hard?” in the “Getting a Living” chapter.

Nothing like it had ever been done before. Middletown was reviewed on the front page of the New York Times . Readers in the 1920s and 1930s identified with the citizens of Muncie, Indiana, but they were equally fascinated by the sociological methods and the use of scientific data to define ordinary people in the United States. The book was proof that social data was important—and interesting—to the U.S. public.

Early 20th century black and white photo showing female students at their desks.

Researchers might use this method to study a single case of, for example, a foster child, drug lord, cancer patient, criminal, or rape victim. However, a major criticism of the case study as a method is that a developed study of a single case, while offering depth on a topic, does not provide enough evidence to form a generalized conclusion. In other words, it is difficult to make universal claims based on just one person, since one person does not verify a pattern. This is why most sociologists do not use case studies as a primary research method.

However, case studies are useful when the single case is unique. In these instances, a single case study can add tremendous knowledge to a certain discipline. For example, a feral child, also called “wild child,” is one who grows up isolated from human beings. Feral children grow up without social contact and language, which are elements crucial to a “civilized” child’s development. These children mimic the behaviors and movements of animals, and often invent their own language. There are only about one hundred cases of “feral children” in the world.

As you may imagine, a feral child is a subject of great interest to researchers. Feral children provide unique information about child development because they have grown up outside of the parameters of “normal” child development. And since there are very few feral children, the case study is the most appropriate method for researchers to use in studying the subject.

Experiments

You’ve probably tested personal social theories. “If I study at night and review in the morning, I’ll improve my retention skills.” Or, “If I stop drinking soda, I’ll feel better.” Cause and effect. If this, then that. When you test the theory, your results either prove or disprove your hypothesis.

One way researchers test social theories is by conducting an experiment , meaning they investigate relationships to test a hypothesis—a scientific approach.

There are two main types of experiments: lab-based experiments and natural or field experiments. In a lab setting, the research can be controlled so that perhaps more data can be recorded in a certain amount of time. In a natural or field-based experiment, the generation of data cannot be controlled but the information might be considered more accurate since it was collected without interference or intervention by the researcher.

As a research method, either type of sociological experiment is useful for testing if-then statements: if a particular thing happens, then another particular thing will result. To set up a lab-based experiment, sociologists create artificial situations that allow them to manipulate variables.

Classically, the sociologist selects a set of people with similar characteristics, such as age, class, race, or education. Those people are divided into two groups. One is the experimental group and the other is the control group. The experimental group is exposed to the independent variable(s) and the control group is not. To test the benefits of tutoring, for example, the sociologist might expose the experimental group of students to tutoring but not the control group. Then both groups would be tested for differences in performance to see if tutoring had an effect on the experimental group of students. As you can imagine, in a case like this, the researcher would not want to jeopardize the accomplishments of either group of students, so the setting would be somewhat artificial. The test would not be for a grade reflected on their permanent record, for example.

The image shows a state police car that has pulled over another car near a highway exit.

A real-life example will help illustrate the experiment process. In 1971, Frances Heussenstamm, a sociology professor at California State University at Los Angeles, had a theory about police prejudice. To test her theory she conducted an experiment. She chose fifteen students from three ethnic backgrounds: black, white, and Hispanic. She chose students who routinely drove to and from campus along Los Angeles freeway routes, and who’d had perfect driving records for longer than a year. Those were her independent variables—students, good driving records, same commute route.

Next, she placed a Black Panther bumper sticker on each car. That sticker, a representation of a social value, was the independent variable. In the 1970s, the Black Panthers were a revolutionary group actively fighting racism. Heussenstamm asked the students to follow their normal driving patterns. She wanted to see whether seeming support of the Black Panthers would change how these good drivers were treated by the police patrolling the highways. The dependent variable would be the number of traffic stops/citations.

The first arrest, for an incorrect lane change, was made two hours after the experiment began. One participant was pulled over three times in three days. He quit the study. After seventeen days, the fifteen drivers had collected a total of thirty-three traffic citations. The experiment was halted. The funding to pay traffic fines had run out, and so had the enthusiasm of the participants (Heussenstamm 1971).

Secondary Data Analysis

While sociologists often engage in original research studies, they also contribute knowledge to the discipline through secondary data analysis . Secondary data doesn’t result from firsthand research collected from primary sources, but are the already completed work of other researchers. Sociologists might study works written by historians, economists, teachers, or early sociologists. They might search through periodicals, newspapers, or magazines from any period in history.

Social scientists also learn by analyzing the research of a variety of agencies. Governmental departments and global groups, like the U.S. Bureau of Labor Statistics or the World Health Organization, publish studies with findings that are useful to sociologists. A public statistic like the foreclosure rate might be useful for studying the effects of the 2008 recession; a racial demographic profile might be compared with data on education funding to examine the resources accessible by different groups.

One of the advantages of secondary data is that it is nonreactive research (or unobtrusive research), meaning that it does not include direct contact with subjects and will not alter or influence people’s behaviors. Unlike studies requiring direct contact with people, using previously published data doesn’t require entering a population and the investment and risks inherent in that research process.

But, in some cases, there is no way to verify the accuracy of existing data. It is easy to count how many drunk drivers, for example, are pulled over by the police. But how many are not? While it’s possible to discover the percentage of teenage students who drop out of high school, it might be more challenging to determine the number who return to school or get their GED later.

Another problem arises when data are unavailable in the exact form needed or do not include the precise angle the researcher seeks. For example, the average salaries paid to professors at a public school is public record. But the separate figures don’t necessarily reveal how long it took each professor to reach the salary range, what their educational backgrounds are, or how long they’ve been teaching.

When conducting content analysis, it is important to consider the date of publication of an existing source and to take into account attitudes and common cultural ideals that may have influenced the research. For example, Robert S. Lynd and Helen Merrell Lynd gathered research for their book Middletown: A Study in Modern American Culture in the 1920s. Attitudes and cultural norms were vastly different then than they are now. Beliefs about gender roles, race, education, and work have changed significantly since then. At the time, the study’s purpose was to reveal the truth about small U.S. communities. Today, it is an illustration of 1920s’ attitudes and values.

Sociological research is a fairly complex process. As you can see, a lot goes into even a simple research design. There are many steps and much to consider when collecting data on human behavior, as well as in interpreting and analyzing data in order to form conclusive results. Sociologists use scientific methods for good reason. The scientific method provides a system of organization that helps researchers plan and conduct the study while ensuring that data and results are reliable, valid, and objective.

The many methods available to researchers—including experiments, surveys, field studies, and secondary data analysis—all come with advantages and disadvantages. The strength of a study can depend on the choice and implementation of the appropriate method of gathering research. Depending on the topic, a study might use a single method or a combination of methods. It is important to plan a research design before undertaking a study. The information gathered may in itself be surprising, and the study design should provide a solid framework in which to analyze predicted and unpredicted data.

Section Quiz

Which materials are considered secondary data?

Photos and letters given to you by another person
Books and articles written by other authors about their studies
Information that you have gathered and now have included in your results
Responses from participants whom you both surveyed and interviewed

What method did researchers John Mihelich and John Papineau use to study Parrotheads?

Web Ethnography

Why is choosing a random sample an effective way to select participants?

Participants do not know they are part of a study
The researcher has no control over who is in the study
It is larger than an ordinary sample
Everyone has the same chance of being part of the study

What research method did John S. Lynd and Helen Merrell Lynd mainly use in their Middletown study?

Secondary data
Participant observation

Which research approach is best suited to the scientific method?

Questionnaire
Secondary data analysis

The main difference between ethnography and other types of participant observation is:

ethnography isn’t based on hypothesis testing
ethnography subjects are unaware they’re being studied
ethnographic studies always involve minority ethnic groups
ethnography focuses on how subjects view themselves in relationship to the community

Which best describes the results of a case study?

It produces more reliable results than other methods because of its depth
Its results are not generally applicable
It relies solely on secondary data analysis
All of the above

Using secondary data is considered an unobtrusive or ________ research method.

nonreactive
nonparticipatory
nonrestrictive
nonconfrontive

Short Answer

What type of data do surveys gather? For what topics would surveys be the best research method? What drawbacks might you expect to encounter when using a survey? To explore further, ask a research question and write a hypothesis. Then create a survey of about six questions relevant to the topic. Provide a rationale for each question. Now define your population and create a plan for recruiting a random sample and administering the survey.

Imagine you are about to do field research in a specific place for a set time. Instead of thinking about the topic of study itself, consider how you, as the researcher, will have to prepare for the study. What personal, social, and physical sacrifices will you have to make? How will you manage your personal effects? What organizational equipment and systems will you need to collect the data?

Create a brief research design about a topic in which you are passionately interested. Now write a letter to a philanthropic or grant organization requesting funding for your study. How can you describe the project in a convincing yet realistic and objective way? Explain how the results of your study will be a relevant contribution to the body of sociological work already in existence.

Further Research

For information on current real-world sociology experiments, visit: http://openstax.org/l/Sociology-Experiments

Butsch, Richard. 2000. The Making of American Audiences: From Stage to Television, 1750–1990 . Cambridge: Cambridge UP.

Caplow, Theodore, Louis Hicks, and Ben Wattenberg. 2000. “The First Measured Century: Middletown.” The First Measured Century . PBS. Retrieved February 23, 2012 ( http://www.pbs.org/fmc/index.htm ).

Durkheim, Émile. 1966 [1897]. Suicide . New York: Free Press.

Fenstermaker, Sarah. n.d. “Dorothy E. Smith Award Statement” American Sociological Association . Retrieved October 19, 2014 ( http://www.asanet.org/about/awards/duboiscareer/smith.cfm ).

Franke, Richard, and James Kaul. 1978. “The Hawthorne Experiments: First Statistical Interpretation.” American Sociological Review 43(5):632–643.

Grice, Elizabeth. “Cry of an Enfant Sauvage.” The Telegraph . Retrieved July 20, 2011 ( http://www.telegraph.co.uk/culture/tvandradio/3653890/Cry-of-an-enfant-sauvage.html ).

Heussenstamm, Frances K. 1971. “Bumper Stickers and Cops” Trans-action: Social Science and Modern Society 4:32–33.

Igo, Sarah E. 2008. The Averaged American: Surveys, Citizens, and the Making of a Mass Public . Cambridge, MA: Harvard University Press.

Lynd, Robert S., and Helen Merrell Lynd. 1959. Middletown: A Study in Modern American Culture . San Diego, CA: Harcourt Brace Javanovich.

Lynd, Staughton. 2005. “Making Middleton.” Indiana Magazine of History 101(3):226–238.

Mihelich, John, and John Papineau. Aug 2005. “Parrotheads in Margaritaville: Fan Practice, Oppositional Culture, and Embedded Cultural Resistance in Buffett Fandom.” Journal of Popular Music Studies 17(2):175–202.

Pew Research Center. 2014. “Ebola Worries Rise, But Most Are ‘Fairly’ Confident in Government, Hospitals to Deal with Disease: Broad Support for U.S. Efforts to Deal with Ebola in West Africa.” Pew Research Center for the People & the Press, October 21. Retrieved October 25, 2014 ( http://www.people-press.org/2014/10/21/ebola-worries-rise-but-most-are-fairly-confident-in-government-hospitals-to-deal-with-disease/ ).

Rothman, Rodney. 2000. “My Fake Job.” Pp. 120 in The New Yorker , November 27.

Social Sciences and Humanities Research Council of Canada. n.d. “Institutional Ethnography.” Retrieved October 19, 2014 ( http://web.uvic.ca/~mariecam/kgSite/institutionalEthnography.html ).

Sonnenfeld, Jeffery A. 1985. “Shedding Light on the Hawthorne Studies.” Journal of Occupational Behavior 6:125.

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2.3 Research Design in Sociology

Learning objective.

List the major advantages and disadvantages of surveys, experiments, and observational studies.

We now turn to the major methods that sociologists use to gather the information they analyze in their research. Table 2.2 “Major Sociological Research Methods” summarizes the advantages and disadvantages of each method.

Table 2.2 Major Sociological Research Methods

Types of Sociological Research

The survey is the most common method by which sociologists gather their data. The Gallup Poll is perhaps the best-known example of a survey and, like all surveys, gathers its data with the help of a questionnaire that is given to a group of respondents. The Gallup Poll is an example of a survey conducted by a private organization, but it typically includes only a small range of variables. It thus provides a good starting point for research but usually does not include enough variables for a full-fledged sociological study. Sociologists often do their own surveys, as does the government and many organizations in addition to Gallup.

The survey is the most common research design in sociological research. Respondents either fill out questionnaires themselves or provide verbal answers to interviewers asking them the questions.

The Bees – Surveys to compile – CC BY-NC 2.0.

The General Social Survey, described earlier, is an example of a face-to-face survey, in which interviewers meet with respondents to ask them questions. This type of survey can yield a lot of information, because interviewers typically will spend at least an hour asking their questions, and a high response rate (the percentage of all people in the sample who agree to be interviewed), which is important to be able to generalize the survey’s results to the entire population. On the downside, this type of survey can be very expensive and time-consuming to conduct.

Because of these drawbacks, sociologists and other researchers have turned to telephone surveys. Most Gallup Polls are conducted over the telephone. Computers do random-digit dialing, which results in a random sample of all telephone numbers being selected. Although the response rate and the number of questions asked are both lower than in face-to-face surveys (people can just hang up the phone at the outset or let their answering machine take the call), the ease and low expense of telephone surveys are making them increasingly popular.

Mailed surveys, done by mailing questionnaires to respondents, are still used, but not as often as before. Compared with face-to-face surveys, mailed questionnaires are less expensive and time consuming but have lower response rates, because many people simply throw out the questionnaire along with other junk mail.

Whereas mailed surveys are becoming less popular, surveys done over the Internet are becoming more popular, as they can reach many people at very low expense. A major problem with Web surveys is that their results cannot necessarily be generalized to the entire population, because not everyone has access to the Internet.

Experiments

Experiments are the primary form of research in the natural and physical sciences, but in the social sciences they are for the most part found only in psychology. Some sociologists still use experiments, however, and they remain a powerful tool of social research.

The major advantage of experiments is that the researcher can be fairly sure of a cause-and-effect relationship because of the way the experiment is set up. Although many different experimental designs exist, the typical experiment consists of an experimental group and a control group , with subjects randomly assigned to either group. The researcher makes a change to the experimental group that is not made to the control group. If the two groups differ later in some variable, then it is safe to say that the condition to which the experimental group was subjected was responsible for the difference that resulted.

A student working on an experiment in science class

Experiments are very common in the natural and physical sciences and in sociology. A major advantage of experiments is that they are very useful for establishing cause-and-effect-relationships.

biologycorner – Science Experiment – CC BY-NC 2.0.

Most experiments take place in the laboratory, which for psychologists may be a room with a one-way mirror, but some experiments occur in “the field,” or in a natural setting. In Minneapolis, Minnesota, in the early 1980s, sociologists were involved in a much-discussed field experiment sponsored by the federal government. The researchers wanted to see whether arresting men for domestic violence made it less likely that they would commit such violence again. To test this hypothesis, the researchers had police do one of the following after arriving at the scene of a domestic dispute: they either arrested the suspect, separated him from his wife or partner for several hours, or warned him to stop but did not arrest or separate him. The researchers then determined the percentage of men in each group who committed repeated domestic violence during the next 6 months and found that those who were arrested had the lowest rate of recidivism, or repeat offending (Sherman & Berk, 1984). This finding led many jurisdictions across the United States to adopt a policy of mandatory arrest for domestic violence suspects. However, replications of the Minneapolis experiment in other cities found that arrest sometimes reduced recidivism for domestic violence but also sometimes increased it, depending on which city was being studied and on certain characteristics of the suspects, including whether they were employed at the time of their arrest (Sherman, 1992).

As the Minneapolis study suggests, perhaps the most important problem with experiments is that their results are not generalizable beyond the specific subjects studied. The subjects in most psychology experiments, for example, are college students, who are not typical of average Americans: they are younger, more educated, and more likely to be middle class. Despite this problem, experiments in psychology and other social sciences have given us very valuable insights into the sources of attitudes and behavior.

Observational Studies and Intensive Interviewing

Observational research, also called field research, is a staple of sociology. Sociologists have long gone into the field to observe people and social settings, and the result has been many rich descriptions and analyses of behavior in juvenile gangs, bars, urban street corners, and even whole communities.

Observational studies consist of both participant observation and nonparticipant observation . Their names describe how they differ. In participant observation, the researcher is part of the group that she or he is studying. The researcher thus spends time with the group and might even live with them for a while. Several classical sociological studies of this type exist, many of them involving people in urban neighborhoods (Liebow, 1967, 1993; Whyte, 1943). Participant researchers must try not to let their presence influence the attitudes or behavior of the people they are observing. In nonparticipant observation, the researcher observes a group of people but does not otherwise interact with them. If you went to your local shopping mall to observe, say, whether people walking with children looked happier than people without children, you would be engaging in nonparticipant observation.

A related type of research design is intensive interviewing . Here a researcher does not necessarily observe a group of people in their natural setting but rather sits down with them individually and interviews them at great length, often for one or two hours or even longer. The researcher typically records the interview and later transcribes it for analysis. The advantages and disadvantages of intensive interviewing are similar to those for observational studies: intensive interviewing provides much information about the subjects being interviewed, but the results of such interviewing cannot necessarily be generalized beyond the subjects.

A classic example of field research is Kai T. Erikson’s Everything in Its Path (1976), a study of the loss of community bonds in the aftermath of a flood in a West Virginia mining community, Buffalo Creek. The flood occurred when an artificial dam composed of mine waste gave way after days of torrential rain. The local mining company had allowed the dam to build up in violation of federal law. When it broke, 132 million gallons of water broke through and destroyed several thousand homes in seconds while killing 125 people. Some 2,500 other people were rendered instantly homeless. Erikson was called in by the lawyers representing the survivors to document the sociological effects of their loss of community, and the book he wrote remains a moving account of how the destruction of the Buffalo Creek way of life profoundly affected the daily lives of its residents.

Intensive interviewing can yield in-depth information about the subjects who are interviewed, but the results of this research design cannot necessarily be generalized beyond these subjects.

Fellowship of the Rich – Interview – CC BY-NC-ND 2.0.

Similar to experiments, observational studies cannot automatically be generalized to other settings or members of the population. But in many ways they provide a richer account of people’s lives than surveys do, and they remain an important method of sociological research.

Existing Data

Sometimes sociologists do not gather their own data but instead analyze existing data that someone else has gathered. The U.S. Census Bureau, for example, gathers data on all kinds of areas relevant to the lives of Americans, and many sociologists analyze census data on such topics as poverty, employment, and illness. Sociologists interested in crime and the legal system may analyze data from court records, while medical sociologists often analyze data from patient records at hospitals. Analysis of existing data such as these is called secondary data analysis . Its advantage to sociologists is that someone else has already spent the time and money to gather the data. A disadvantage is that the data set being analyzed may not contain data on all the variables in which a sociologist may be interested or may contain data on variables that are not measured in ways the sociologist might prefer.

Nonprofit organizations often analyze existing data, usually gathered by government agencies, to get a better understanding of the social issue with which an organization is most concerned. They then use their analysis to help devise effective social policies and strategies for dealing with the issue. The “Learning From Other Societies” box discusses a nonprofit organization in Canada that analyzes existing data for this purpose.

Learning From Other Societies

Social Research and Social Policy in Canada

In several nations beyond the United States, nonprofit organizations often use social science research, including sociological research, to develop and evaluate various social reform strategies and social policies. Canada is one of these nations. Information on Canadian social research organizations can be found at http://www.canadiansocialresearch.net/index.htm .

The Canadian Research Institute for Social Policy (CRISP) at the University of New Brunswick is one of these organizations. According to its Web site ( http://www.unb.ca/crisp/index.php ), CRISP is “dedicated to conducting policy research aimed at improving the education and care of Canadian children and youth…and supporting low-income countries in their efforts to build research capacity in child development.” To do this, CRISP analyzes data from large data sets, such as the Canadian National Longitudinal Survey of Children and Youth, and it also evaluates policy efforts at the local, national, and international levels.

A major concern of CRISP has been developmental problems in low-income children and teens. These problems are the focus of a CRISP project called Raising and Leveling the Bar: A Collaborative Research Initiative on Children’s Learning, Behavioral, and Health Outcomes. This project at the time of this writing involved a team of five senior researchers and almost two dozen younger scholars. CRISP notes that Canada may have the most complete data on child development in the world but that much more research with these data needs to be performed to help inform public policy in the area of child development. CRISP’s project aims to use these data to help achieve the following goals, as listed on its Web site: (a) safeguard the healthy development of infants, (b) strengthen early childhood education, (c) improve schools and local communities, (d) reduce socioeconomic segregation and the effects of poverty, and (e) create a family enabling society ( http://www.unb.ca/crisp/rlb.html ). This project has written many policy briefs, journal articles, and popular press articles to educate varied audiences about what the data on children’s development suggest for child policy in Canada.

Key Takeaways

The major types of sociological research include surveys, experiments, observational studies, and the use of existing data.
Surveys are very common and allow for the gathering of much information on respondents that is relatively superficial. The results of surveys that use random samples can be generalized to the population that the sample represents.
Observational studies are also very common and enable in-depth knowledge of a small group of people. Because the samples of these studies are not random, the results cannot necessarily be generalized to a population.
Experiments are much less common in sociology than in psychology. When field experiments are conducted in sociology, they can yield valuable information because of their experimental design.

For Your Review

Write a brief essay in which you outline the various kinds of surveys and discuss the advantages and disadvantages of each type.
Suppose you wanted to study whether gender affects happiness. Write a brief essay that describes how you would do this either with a survey or with an observational study.

Erikson, K. T. (1976). Everything in its path: Destruction of community in the Buffalo Creek flood . New York, NY: Simon and Schuster.

Liebow, E. (1967). Tally’s corner . Boston, MA: Little, Brown.

Liebow, E. (1993). Tell them who I am: The lives of homeless women . New York, NY: Free Press.

Sherman, L W. (1992). Policing domestic violence: Experiments and dilemmas . New York, NY: Free Press.

Sherman, L. W., & Berk, R. A. (1984). The specific deterrent effects of arrest for domestic assault. American Sociological Review, 49 , 261–272.

Whyte, W. F. (1943). Street corner society: The social structure of an Italian slum . Chicago, IL: University of Chicago Press.

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Chapter 2. Sociological Research

2.1. Approaches to Sociological Research

New Adventure of Sherlock Holmes by Conan Doyle published in The Strand Magazine.

When sociologists apply the sociological perspective and begin to ask questions, no topic is off limits. Every aspect of human behaviour is a source of possible investigation. Sociologists question the world that humans have created and live in. They notice patterns of behaviour as people move through the world. Using sociological methods and systematic research within the framework of the scientific method, sociologists have discovered workplace patterns that have transformed industries, family patterns that have enlightened parents, and education patterns that have aided structural changes in classrooms.

Depending on the focus and the type of research conducted, sociological findings could be useful in addressing any of the three basic interests or purposes of sociological knowledge discussed in the last chapter: the positivist interest in quantitative evidence to determine effective social policy decisions, the interpretive interest in understanding the meanings of human behaviour to foster mutual understanding and consensus, and the critical interest in knowledge useful for dismantling power relations and building alternatives to conditions of servitude. It might seem strange to use scientific practices to study social phenomena — a bit like the contents of a petri dish examining themselves — but, as argued above, if the goal of sociology is to improve the operation of society, it is extremely helpful to rely on systematic approaches that research methods provide.

Sociologists often begin the research process by asking a question about how or why things happen. It might be a unique question about a new trend or an old question about a common aspect of life. Once a question is formed, a sociologist proceeds through an in-depth process to answer it. Depending on the nature of the topic and the goals of the research, sociologists have a variety of methodologies to choose from. In deciding how to design that process, the researcher may adopt a positivist methodology or an interpretive methodology . Both types of methodology can be useful for critical research strategies . The following sections describe these approaches to acquiring knowledge.

Science vs. Non-Science

Contemporary society is going through an interesting time in which the certitudes and authority of science are frequently challenged. In the context of the natural sciences, people doubt scientific claims about climate change and the safety of vaccines. In the context of the social sciences, people doubt scientific claims about the declining rate of violent crime or the effectiveness of needle exchange programs. Sometimes there is a good reason to be skeptical about science, when scientific technologies prove to have adverse effects on the environment, for example. Sometimes skepticism has dangerous outcomes, when people act on conspiracy theories and misinformation or epidemics of diseases like measles suddenly break-out in schools due to low vaccination rates. In fact, skepticism is central to both natural and social sciences; but from a scientific point of view, the skeptical attitude needs to be combined with systematic research in order for knowledge to move forward.

In sociology, science provides the basis for being able to distinguish between everyday opinions or beliefs and propositions that can be sustained by evidence. In his paper, The Normative Structure of Science (1942/1973), the sociologist Robert Merton argued that science is a type of empirical knowledge organized around four key principles, often referred to by the acronym CUDOS :

Communalism: The results of science must be made available to the public; science is freely available, shared knowledge, open to public discussion and debate.
Universalism: The results of science must be evaluated based on universal criteria, not parochial criteria specific to the researchers themselves.
Disinterestedness: Science must not be pursued for private interests or personal reward.
Organized Skepticism: The scientist must abandon all prior intellectual commitments, critically evaluate claims, and postpone conclusions until sufficient evidence has been presented; scientific knowledge is provisional.

For Merton, therefore, non-scientific knowledge is knowledge that fails in various respects to meet these criteria. Types of esoteric or mystical knowledge, for example, might be valid for someone on a spiritual path, but because this knowledge is passed from teacher to student through direct transmission and it is not available to the public for open debate, or because the validity of this knowledge might be specific to the individual’s unique spiritual configuration, esoteric or mystical knowledge is not scientific per se . Claims that are presented to persuade (rhetoric), to achieve political goals (propaganda, of various sorts), or to make profits (advertising) are not scientific because these claims are structured to satisfy private interests. Propositions which fail to stand up to rigorous and systematic standards of evaluation are not scientific because they can not withstand the criteria of organized skepticism and scientific method.

The basic distinction between scientific and common, non-scientific claims about the world is that in science “seeing is believing” whereas in everyday life “believing is seeing” (Brym, Roberts, Lie, & Rytina, 2013). Science is, in crucial respects, based on systematic observation following the principles of CUDOS. Only on the basis of observation (or “seeing”) can a scientist believe that a proposition about the nature of the world is correct. Research methodologies are designed to reduce the chance that conclusions will be based on error. In everyday life, the order is typically reversed. People “see” what they already expect to see or what they already believe to be true. They do not systematically test what they believe to be true. Prior intellectual commitments or biases predetermine what people observe and the conclusions they draw.

Many people know things about the social world without having a background in sociology. Sometimes their knowledge is valid; sometimes it is not. It is important, therefore, to think about how people know what they know, and compare it to the scientific way of knowing. Four types of non-scientific reasoning are common in everyday life: knowledge based on casual observation, knowledge based on selective evidence, knowledge based on overgeneralization, and knowledge based on authority or tradition.

Many people know things simply because they have experienced them directly. Someone who has grown up in Manitoba has probably observed what plenty of kids learn each winter, that it really is true that one’s tongue will stick to metal when it is very cold outside. Direct experience may provide accurate information, but only if the observer is lucky. Unlike the fictional detective Sherlock Holmes, in general, people are not very careful observers. In this example of the “winged ship” in Figure 2.4, the observation process is not deliberate or systematic. Instead, the observers come to know what they believe to be true through casual observation . The problem with casual observation is that sometimes it is right, and sometimes it is wrong. Without any systematic process for observing or assessing the accuracy of observations, a person can never really be sure if their informal observations are accurate.

Many people know things because they overlook disconfirming evidence. Suppose a friend declared that all men are liars shortly after she had learned that her boyfriend had deceived her. The fact that one man happened to lie to her in one instance came to represent a quality inherent in all men. But do all men really lie all the time? Probably not. If the friend is prompted to think more broadly about her experiences with men, she would probably acknowledge that she knew many men who, to her knowledge, had never lied to her and that maybe even her boyfriend did not generally make a habit of lying. This friend committed what social scientists refer to as selective observation by noticing only the pattern that she wanted to find at the time. She ignored disconfirming evidence. If, on the other hand, the friend’s experience with her boyfriend had been her only experience with a man, then she would have been committing what social scientists refer to as overgeneralization , assuming that broad patterns exist based on very limited observations.

Another way that people claim to know what they know is by looking to what they have always known to be true. There is an urban legend about a woman who for years used to cut both ends off of a ham before putting it in the oven (Mikkelson, 2005). She baked ham that way because that is the way her mother did it, so clearly that was the way it was supposed to be done. Her knowledge was based on a family tradition or traditional knowledge . After years of tossing cuts of perfectly good ham into the trash, however, she finally asked her mother why she did it and learned that the only reason her mother cut the ends off ham before cooking it was that she did not have a pan large enough to accommodate the ham without trimming it.

Without questioning what one thinks one knows is true, one may wind up believing things that are actually false. This is most likely to occur when an authority tells us that something is true, a case of authoritative knowledge . Mothers are not the only possible authorities people might rely on as sources of knowledge. Other common authorities people might rely on are political figures, churches and ministers, media influencers and social media networks. Although it is understandable that someone might believe something to be true if they look up to, or respect the person who has said it is so, this way of knowing differs from the sociological way of knowing. Whether quantitative, qualitative, or critical in orientation, sociological research is based on the scientific method.

The Scientific Method

Sociologists make use of tried-and-true methods of research, such as experiments, surveys, field research, and textual analysis. But humans and their social interactions are so diverse that they can seem impossible to chart or explain. It might seem that science is about discoveries and chemical reactions, or about proving hypotheses about elementary particles right or wrong, rather than about exploring the nuances of human behaviour. However, this is exactly why scientific models work for studying human behaviour. A scientific process of research establishes parameters that help make sure results are objective and accurate. Scientific methods provide limitations and boundaries that focus a study and organize its results. This is the case for both positivist quantitative methodologies, which seek to translate observable phenomena into unambiguous numerical data, and interpretive qualitative methodologies, which seek to translate observable phenomena into definable units of meaning. The social scientific method in both cases involves developing and testing theories about the world based on empirical (i.e., observable) evidence. The social scientific method is defined by its commitment to systematic observation of the social world, and it strives to be objective, critical, skeptical, and logical. It involves a series of established steps known as the research cycle .

No matter what research approach is used, researchers want to maximize the study’s reliability and validity . Reliability refers to how likely research results are to be replicated if the study is reproduced. Reliability increases the likelihood that what is true of one person will be true of all people in a group. Validity refers to how well the study measures what it was designed to measure. If the researcher wishes to examine people’s depth of religiosity — i.e., how strong is someone’s religious belief? How central is religious belief to their life? — does a measure like “frequency of church attendance” accurately measure that? Maybe not. People attend church for a variety of reasons and some religions are not organized on the basis of churches and congregations.

A subtopic in the field of political violence would be to examine the sources of homegrown radicalization: What are the conditions under which individuals in Canada move from a state of indifference or moderate concern with political issues to a state in which they are prepared to use violence to pursue political goals? The reliability of a study of radicalization reflects how well the social factors unearthed by the research apply to similar individuals who were not directly part of the research. Would another sociologist come up with the same results if they replicated the study? How well can the researcher extrapolate from the research subjects studied to individuals in the broader society? Does research on violent jihadi radicalization apply to violent neo-Nazi radicalization?

Validity ensures that the study’s design accurately examined what it was designed to study. Do the concepts and measures of radicalization accurately represent the actual experience of political radicals? An exploration of an individual’s propensity to plan or engage in violent acts or to go abroad to join a terrorist organization should address those specific issues and not confuse them with other topics such as why an individual adopts a particular faith or espouses radical political views. There is a key difference between religiosity, radicalization, and violent radicalization. As research from the UK and United States on jihadism has in fact shown, while jihadi terrorists typically identify with an Islamic world view, a well-developed Islamic identity counteracts jihadism . Similarly, research has shown that while it intuitively makes sense that people with radical views would adopt radical means like violence to achieve them, there is in fact no consistent homegrown terrorist profile, meaning that it is not possible to predict whether someone who espouses radical views will move on to committing violent acts without taking into account the specific stages in the process (Patel, 2011).

To ensure validity, research on political violence should focus on individuals who engage in political violence and be able to distinguish between simply holding radical political beliefs and acting violently on radical political beliefs. Dalgaard-Nielsen (2010) distinguishes between radical, radicalization, and violent radicalization as follows:

a radical is understood as a person harboring a deep-felt desire for fundamental sociopolitical changes and radicalization is understood as a growing readiness to pursue and support far reaching changes in society that conflict with, or pose a direct threat to, the existing order. [V]iolent radicalization [is]a process in which radical ideas are accompanied by the development of a willingness to directly support or engage in violent acts.

The scientific method provides a systematic, organized series of steps that help ensure objectivity and consistency in exploring a social problem. These steps provide the means for accuracy, reliability, and validity. Typically, the scientific method starts with these steps, which are described below: 1) ask a question; 2) research existing sources; and 3) formulate a hypothesis.

Ask a Question

The first step of the scientific method is to ask a question, describe a problem, and identify the specific area of interest. The topic should be narrow enough to study within a specific geographical location and time frame. “Are societies capable of sustained happiness?” would be too vague. The question should also be broad enough to have universal merit. “What do personal hygiene habits reveal about the values of students at XYZ High School?” would be too narrow. That said, happiness and hygiene are worthy topics to study.

Sociologists do not rule out any topic, but would strive to frame these questions in better research terms. That is why sociologists are careful to define their terms. Karl Popper (1902–1994) described the formulation of scientific propositions in terms of the concept of falsifiability (1963). He argued that the key demarcation between scientific and non-scientific propositions was not ultimately their factual truth, nor their verification, but simply whether or not they were stated in such a way as to be falsifiable; that is, whether a possible empirical observation could prove them wrong. If one claimed that evil spirits were the source of criminal behaviour, this would not be a scientific proposition because there is no possible way to definitively disprove it. Evil spirits cannot be observed. However, if one claimed that higher unemployment rates are the source of higher crime rates, this would be a scientific proposition because it is theoretically possible to find an instance where unemployment rates were not correlated to higher crime rates. As Popper said, “statements or systems of statements, in order to be ranked as scientific, must be capable of conflicting with possible, or conceivable, observations” (Popper, 1963).

Once a proposition is formulated in a way that would permit it to be falsified, the variables to be observed need to be operationalized. In a hygiene study, for instance, hygiene could be defined as “personal habits to maintain physical appearance (as opposed to health),” and a researcher might ask, “How do differing personal hygiene habits reflect the cultural value placed on appearance?” When forming these basic research questions, sociologists develop an operational definition ; that is, they define the concept in terms of the physical or concrete steps it takes to objectively measure it. The concept is translated into an observable variable , a measure that has different values. The operational definition identifies an observable condition of the concept.

By operationalizing a variable of the concept, all researchers can collect data in a systematic or replicable manner. The operational definition must be valid in the sense that it is an appropriate and meaningful measure of the concept being studied. It must also be reliable , meaning that results will be close to uniform when tested on more than one person. For example, good drivers might be defined in many ways: Those who use their turn signals; those who do not speed; or those who courteously allow others to merge. But these driving behaviours could be interpreted differently by different researchers, so they could be difficult to measure. Alternatively, “a driver who has never received a traffic violation” is a specific description that will lead researchers to obtain the same information, so it is an effective operational definition. Asking the question, “how many traffic violations has a driver received?” turns the concepts of “good drivers” and “bad drivers” into variables which might be measured by the number of traffic violations a driver has received. Of course the sociologist has to be wary of the way the variables are operationalized. In this example we know that black drivers are subject to much higher levels of police scrutiny than white drivers, so the number of traffic violations a driver has received might reflect less on their driving ability and more on the crime of “driving while black.”

Research Existing Sources

The next step researchers undertake is to conduct background research through a literature review , which is a review of any existing similar or related studies. A visit to a university library and a thorough online search will uncover existing research about the topic of study. This step helps researchers gain a broad understanding of work previously conducted on the topic at hand and enables them to position their own research to build on prior knowledge. It allows them to sharpen the focus of their research question and avoid duplicating previous research. Researchers — including student researchers — are responsible for correctly citing existing sources they use in a study or sources that inform their work. While it is fine to build on previously published material (as long as it enhances a unique viewpoint), it must be referenced properly and never plagiarized. To study hygiene and its value in a particular society, a researcher might sort through existing research and unearth studies about childrearing, vanity, obsessive-compulsive behaviours, and cultural attitudes toward beauty. At the literature review stage it is important to sift through this information and determine what is relevant. Using existing sources educates a researcher by showing what others have found relevant about a topic, and helps refine and improve a study’s design.

Formulate a Hypothesis

A hypothesis is an assumption about how two or more variables are related; it makes a conjectural statement about the relationship between those variables. It is an educated guess because it is not random but based on theory, observations, patterns of experience, or the existing literature. The hypothesis formulates this guess in the form of a testable or falsifiable proposition. However, how the hypothesis is handled differs between the positivist and interpretive approaches in sociology.

Hypothesis Formation in Positivist Research

Positivist methodologies are often referred to as hypothetico-deductive methodologies . A hypothesis is derived from a theoretical proposition. On the basis of the hypothesis, a prediction or generalization is logically deduced. If the prediction is confirmed by observation, the theoretical proposition is regarded as valid (at least provisionally). In positivist sociology, the hypothesis predicts how one form of human behaviour influences another. How does being a black driver affect the number of times the police will pull the driver over?

Successful prediction will determine the adequacy of the hypothesis and thereby test the theoretical proposition. Typically positivist approaches operationalize variables as quantitative data ; that is, by translating a social phenomenon like health into a quantifiable or numerically measurable variable like “number of visits to the hospital.” This permits sociologists to formulate their predictions using mathematical language, like regression formulas, to present research findings in graphs and tables, and to perform mathematical or statistical techniques to demonstrate the validity of relationships.

Variables are examined to see if there is a correlation between them. When a change in one variable coincides with a change in another variable there is a correlation. This does not necessarily indicate that changes in one variable causes a change in another variable, however — just that they are associated. A key distinction here is between independent and dependent variables. In research, independent variables are the cause of the change. The dependent variable is the effect, or thing that is changed. For example, in a basic study, the researcher would establish one form of human behaviour as the independent variable and observe the influence it has on a dependent variable. How does gender (the independent variable) affect rate of income (the dependent variable)? How does one’s religion (the independent variable) affect family size (the dependent variable)? How is social class (the dependent variable) affected by level of education (the independent variable)?

For it to become possible to speak about causation , three criteria must be satisfied:

There must be a relationship or correlation between the independent and dependent variables.
The independent variable must be prior to the dependent variable.
There must be no other intervening variable responsible for the causal relationship.

It is important to note that while there has to be a correlation between variables for there to be a causal relationship, correlation does not necessarily imply causation. The relationship between variables can be the product of a third intervening variable that is independently related to both. For example, there might be a positive relationship between wearing bikinis and eating ice cream, but wearing bikinis does not cause eating ice cream. It is more likely that the heat of summertime causes both an increase in bikini wearing and an increase in the consumption of ice cream.

The distinction between causation and correlation can have significant consequences. For example, Indigenous Canadians are overrepresented in prisons and arrest statistics. As noted in Chapter 1. An Introduction to Sociology , in 2020 Indigenous people accounted for about 5% of the Canadian population, but they made up 30% of the federal penitentiary population (Correctional Investigator Canada, 2020). There is a positive correlation between being an Indigenous person in Canada and being in jail. Is this because Indigenous people are racially or biologically predisposed to crime? No. In fact there are at least four intervening variables that explain the higher incarceration of Indigenous people (Hartnagel, 2004): Indigenous people are disproportionately poor and poverty is associated with higher arrest and incarceration rates; Indigenous lawbreakers tend to commit more detectable “street” crimes than the less detectable and actionable “white collar” crimes of other segments of the population; the criminal justice system disproportionately profiles and discriminates against Indigenous people; and the legacy of colonization has disrupted and weakened traditional sources of social control in Indigenous communities.

The divorce rate in Maine correlates with the per capita consumption of margarine (US).

At this point, a researcher’s operational definitions help measure the variables. In a study asking how tutoring improves grades, for instance, one researcher might define “good” grades as a C or better, while another uses a B+ as a starting point for good. Another operational definition might describe “tutoring” as “one-on-one assistance by an expert in the field, hired by an educational institution.” Those definitions set limits and establish cut-off points, ensuring consistency and replicability in a study. As the chart shows, an independent variable is the one that causes a dependent variable to change. For example, a researcher might hypothesize that teaching children proper hygiene (the independent variable) will boost their sense of self-esteem (the dependent variable). Or rephrased, a child’s sense of self-esteem depends, in part, on the quality and availability of hygienic resources.

Of course, this hypothesis can also work the other way around. Perhaps a sociologist believes that increasing a child’s sense of self-esteem (the independent variable) will automatically increase or improve habits of hygiene (now the dependent variable). Identifying the independent and dependent variables is very important. As the hygiene example shows, simply identifying two topics, or variables, is not enough: Their prospective relationship must be part of the hypothesis. Just because a sociologist forms an educated prediction of a study’s outcome does not mean data contradicting the hypothesis are not welcome. Sociologists analyze general patterns in response to a study, but they are equally interested in exceptions to patterns.

In a study of education, a researcher might predict that high school dropouts have a hard time finding a rewarding career. While it has become at least a cultural assumption that the higher the education, the higher the salary and degree of career happiness, there are certainly exceptions. People with little education have had stunning careers, and people with advanced degrees have had trouble finding work. A sociologist prepares a hypothesis knowing that results will vary.

Hypothesis Formation in Qualitative Research

While many sociologists rely on the positivist hypothetico-deductive method in their research, others operate from an interpretive approach . While still systematic, this approach typically does not follow the hypothesis-testing model that seeks to make generalizable predictions from quantitative variables. Instead, an interpretive framework seeks to understand social worlds from the point of view of participants, leading to in-depth knowledge. It focuses on qualitative data, or the meanings that guide people’s behaviour. Rather than relying on quantitative instruments, like fixed questionnaires or experiments, which can be artificial, the interpretive approach attempts to find ways to get closer to the informants’ lived experience and perceptions.

Interpretive research is generally more descriptive or narrative in its findings than positivist research. It can begin from a deductive approach by deriving a hypothesis from theory and then seeking to confirm it through methodologies like in-depth interviews. However, it is ideally suited to an inductive approach in which the hypothesis emerges only after a substantial period of direct observation or interaction with subjects. This type of approach is exploratory in that the researcher also learns as they proceed, sometimes adjusting the research methods or processes midway to respond to new insights and findings as they evolve.

For example, Glaser and Strauss’ (1967) classic elaboration of grounded theory proposed that qualitative researchers working with rich sources of qualitative data from interviews or ethnographic observations need to go through several stages of coding the data before a strong theory of the social phenomenon under investigation can emerge. In the initial stage, the researcher is simply trying to listen carefully and to tentatively categorize and sort the data. The researchers do not predetermine what the relevant categories of the social experience are, but analyze carefully what their subjects actually say. For example, what are the working definitions of health and illness that hospital patients use to describe their situation? In the first stage, the researcher tries to distinguish and succinctly code or label the numerous themes emerging from the data: different ways of describing the experience of health and illness. In the second stage, the researcher takes a more analytical approach by organizing the initial interview data into a few key reoccurring themes: Perhaps these are key assumptions that lay people make about the physiological mechanisms of the body, or the metaphors they use to describe their relationship to illness (e.g., a random occurrence, a battle, a punishment, a message, etc.). In the third stage, the researcher returns to the interview subjects with a new set of questions that would seek to either affirm, modify, or discard the analytical themes derived from the initial categorization of the interview material. This process can then be repeated back and forth until a thoroughly grounded theory is ready to be proposed. At every stage of the research, the researchers are obliged to follow the emerging data by revising their conceptions as new material is gathered, contradictions accounted for, commonalities categorized, and themes re-examined with further interviews.

Once the preliminary work is done and the hypothesis defined, it is time for the next research steps: choosing a research methodology, conducting a study, and drawing conclusions. These research steps are discussed below.

Making Connections: Classic Sociologists

Harriet martineau: the first woman sociologist.

As was noted in Chapter 1. An Introduction to Sociology , Harriet Martineau (1802–1876) was one of the first women sociologists in the 19th century. She was a British sociologist known at the time especially for her translation of August Comte’s sociological works. Particularly innovative was her early work on sociological methodology, How to Observe Manners and Morals (1838) . In this volume she developed the ground work for a systematic social-scientific approach to studying human behaviour. She recognized that the issues of the researcher-subject relationship would have to be addressed differently in a social science as opposed to a natural science.

The observer, or “traveler,” as she put it, needed to respect three criteria to obtain valid research: impartiality, critique, and sympathy. The impartial observer could not allow herself to be “perplexed or disgusted” by foreign practices that she could not personally reconcile herself with. Yet at the same time she saw the goal of sociology to be the fair but critical assessment of the moral status of a culture. In particular, the goal of sociology was to challenge forms of racial, sexual, or class domination in the name of autonomy: the right of every person to be a “self-directing moral being.” Finally, what distinguished the science of social observation from the natural sciences was that the researcher had to have unqualified sympathy for the subjects being studied (Lengermann & Niebrugge, 2007). This later became a central principle of Max Weber’s interpretive sociology, although it is not clear whether Weber read Martineau’s work.

A large part of her research in the United States analyzed the situations of contradiction between stated public morality and actual moral practices. For example, she was fascinated with the way that the formal democratic right to free speech enabled slavery abolitionists to hold public meetings, but when the meetings were violently attacked by mobs, the abolitionists and not the mobs were accused of inciting the violence (Zeitlin, 1997). This emphasis on studying contradictions followed from the distinction she drew between morals — society’s collective ideas of permitted and forbidden behaviour — and manners — the actual patterns of social action and association in society. As she realized the difficulty in getting an accurate representation of an entire society based on a limited number of interviews, she developed the idea that one could identify key “Things” experienced by all people — age, gender, illness, death, etc. — and examine how they were experienced differently by a sample of people from different walks of life (Lengermann & Niebrugge, 2007). Martineau’s pioneering sociology, therefore, focused on surveying different attitudes toward “Things,” and studying the anomalies that emerged when manners toward them contradicted a society’s formal morals.

Critical Research Strategies

As Karl Marx (1977 /1845) said: “The philosophers have only interpreted the world, in various ways; the point is to change it.” Critical research strategies build on positivist and interpretive methodologies but bring the focus of research to the problems of social transformation and emancipation. Critical sociologists emphasize that the social world is not simply given or natural. It is the ongoing product of human actions and is therefore transformable. Domination and injustice are not inevitable. In this context, critical sociologists note that in a world characterized by extreme inequities and injustices, knowledge and ways of knowing can be caught up and implicated in power relations. “In a socially unjust world, knowledge of the social that does not challenge injustice is likely to play a role in reproducing it” (Carroll, 2004). Critical research strategies are therefore approaches that utilize positivist, interpretive, and critical methods to produce knowledge that maximizes the human potential for freedom and equality.

Paulo Freire’s (1970) Pedagogy of the Oppressed is a key reference point for critical research. Working with the illiterate poor in North-Eastern Brazil in the 1940s and 1950s, Freire recognized that effective education and knowledge were not simply about things, but were emancipatory practices themselves. Through the development of critical consciousness, people could understand the circumstances in which they were living and act effectively to change the conditions of oppression they experienced. This was the basis of critical pedagogy , an approach to teaching and learning based on fostering the agency of marginalized communities, and empowering learners to emancipate themselves from oppressive social structures.

Carroll (2004) describes three types of critical research strategy: Oppositional or activist strategies investigate and oppose visible structures and practices of domination by taking up the standpoint of the oppressed; Radical strategies focus on analyzing deeper systematic bases of domination at the roots of societal structures; Subversive strategies subvert or deconstruct received notions of reality/identity and everyday, common sense binary oppositions (man/woman, culture/nature, self/other, reason/emotion, Black/white, etc.), which opens the door to alternatives and new political spaces of contestation.

One contemporary application of critical research strategies is in the critique of colonial structures. Decolonization , or the process of dismantling colonial power structures, also involves a process of decolonizing knowledge and research methods. Eurocentric patterns of thinking are often embedded in the concepts and methods used in sociology and other disciplines. In the 19th century, for example, social hierarchies and evolutionary schemes were central to the understanding of Indigenous people in Canada as alternately “savage” and “childlike,” in need of suppressing, civilizing and assimilating. Decolonizing research “means centering concerns and world views of non-Western individuals, and respectfully knowing and understanding theory and research from previously ‘Other(ed)’ perspectives” (Thambinathan & Kinsella, 2021). Thambinathan & Kinsella (2021) outline four practices of decolonization:

Exercising Critical Reflexivity: Critical reflexivity in research is about the researcher’s awareness of their own methodological assumptions — what they consider valid knowledge and proper ways of knowing — as well as of their social position (often as privileged outsiders) with respect to the research and the research subjects.
Reciprocity and Respect for Self-Determination: Research should be practiced as an ongoing collaboration with research subjects to establish collective ownership over the entire research process, and to make accountable the researchers to the research subjects.
Embracing Other(ed) Ways of Knowing: Research methods should be expanded to integrate traditional knowledge, theories and frameworks used by the research subjects.

Embodying a Transformative Praxis: Along the lines of Freire’s critical pedagogy, the goal of the research is to enable research subjects to transform the colonial conditions of their existence, to bring to light historically silenced voices, and to build capacities and agency in colonized peoples.

Image Descriptions

Figure 2.5 Long Description: The Scientific Method has a series of steps which can form a repeating cycle.

Ask a question.
Research existing sources
Formulate a hypothesis.
Design and conduct a study
Draw conclusions.
Report results. [Return to Figure 2.5]

Media Attributions

Figure 2.3 Cover of The Strand Magazine featuring the publication of the last Sherlock Holmes story written by Arthur Conan Doyle from The Strand Magazine , vol. 73, April 1927, via Wikimedia Commons, is used under a CC BY-SA 2.0 licence.
Figure 2.4 “Mystery Airship” – Headline by The San Francisco Call, via Wikimedia Commons, is in the public domain .
Figure 2.5 The Scientific Method , by Heather Griffiths and Nathan Keirns, via OpenStax, is used under a CC BY 4.0 licence.
Figure 2.6 Karl Popper in the 1980’s by LSE Library, via Wikimedia Commons, has no known copyright restrictions .
Figure 2.7 Mistaking Correlation for Causation by Altimeter, via Flickr, is used under a CC BY-NC-SA 2.0 licence .
Figure 2.8 Harriet Martineau by Richard Evans, via Wikimedia Commons, is in the public domain .
Figure 2.9 Photo of Paulo Freire (1977) by Slobodan Dimitrov, via Wikimedia Commons, is used under a CC BY-SA 3.0 licence.

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Study Guides
Sociological Research: Designs, Methods
Sociology in America
Three Major Perspectives in Sociology
Complementary Perspectives in Sociology
An Integrated Perspective in Sociology
Deducing with Sociological Imagination
Sociology and Common Sense
The Founders of Sociology
Scientific Method for Sociology
Basic Sociological Research Concepts
Ethics in Sociological Research
Evaluating Sociological Research
Sociology as Science
Cultural Values
Cultural Norms
Cultural Diversity
Toward a Global Culture
Types of Societies
Culture and Society Defined
Culture's Roots: Biological or Societal?
Material and Non‐Material Culture
Symbols and Language in Human Culture
Piaget's Model of Cognitive Development
Cognitive Development: Age 0–6
Cognitive Development: Age 7–11
Cognitive Development: Age 12–19
Social and Personality Growth: Age 0–2
Social and Personality Growth: Age 3–6
“Unsocialized” Children
Social and Personality Growth: Age 7–11
Social and Personality Growth: Age 12–19
Organizational Models
Pros and Cons of Bureaucracy
Social Groups
Social Organizations
Defining Crime
Crimes against People
Crimes against Property
The Criminal Justice System
Theories of Deviance
Types of Social Classes of People
Social Mobility
Causes and Effects of Poverty
What Divides Us: Stratification
Prejudice and Discrimination
Native Americans
African Americans
Hispanic Americans
Asian Americans
Race and Ethnicity Defined
Sexism in Higher Education
Sexism in the Workplace
Sexism in Politics
Gender and Homosexuality
Prevalence of Homosexuality, Bisexuality
Definitions
Gender Identity
Gender Roles
Gender Stereotypes
Social Stratification and Gender
Social Stratification and Homosexuality
Modern Corporations and Multinationals
Labor Unions
Politics and Major Political Structure
Politics in the United States
Economy Defined
Historical Overview of Economics
Predominant Economic Systems
Theories of Education
Reform of Education
Global Perspective on Education
Current Issues in Education
Universal Education: Growth and Function
Relationships in Middle Adulthood
Relationships in Older Adulthood
Homosexual and Bisexual Relationships
Adult Development
Early Adulthood: Age 17–45
Relationships in Early Adulthood
Starting a Family in Early Adulthood
Judaism, Christianity, and Islam
Hinduism, Buddhism, Confucianism, and Taoism
Sociological Theories of Religion
Types of Religious Organizations
Social Correlates of Religion
Introduction to Religion
Religious Fundamentalism
Totemism and Animism
Medical Establishment and Professions
Health Care: Costs and Inequality
Managed Care as a Means of Cost Control
Access to Health Care
Euthanasia: The Right to Die?
Sociological Perspective on Health
Population and Demographic Variables
Urbanization and Its Historical Stages
Creating News and Culture
Oversimplification and Stereotyping
Violence and Pornography in the Media
The Role and Influence of Mass Media
Models of Social Change
Technology and Social Change
Environmentalism and Social Change
Resisting Social Change
Social Change Defined
Social Movements

Three popular social research designs (models) are

Cross‐sectional , in which scientists study a number of individuals of different ages who have the same trait or characteristic of interest at a single time
Longitudinal , in which scientists study the same individuals or society repeatedly over a specified period of time
Cross‐sequential , in which scientists test individuals in a cross‐sectional sample more than once over a specified period of time

Six of the most popular sociological research methods (procedures) are the case study, survey, observational, correlational, experimental, and cross‐cultural methods, as well as working with information already available.

Case study research

On the positive side, case studies obtain useful information about individuals and small groups. On the negative side, they tend to apply only to individuals with similar characteristics rather than to the general population. The high likelihood of the investigator's biases affecting subjects' responses limits the generalizability of this method.

Survey research

As with most research methods, survey research brings both advantages and disadvantages. Advantages include obtaining information from a large number of respondents, conducting personal interviews at a time convenient for respondents, and acquiring data as inexpensively as possible. “Mail‐in” surveys have the added advantage of ensuring anonymity and thus prompting respondents to answer questions truthfully.

Disadvantages of survey research include volunteer bias, interviewer bias , and distortion . Volunteer bias occurs when a sample of volunteers is not representative of the general population. Subjects who are willing to talk about certain topics may answer surveys differently than those who are not willing to talk. Interviewer bias occurs when an interviewer's expectations or insignificant gestures (for example, frowning or smiling) inadvertently influence a subject's responses one way or the other. Distortion occurs when a subject does not respond to questions honestly.

Observational research

Observational research has limitations, however. Subject bias is common, because volunteer subjects may not be representative of the general public. Individuals who agree to observation and monitoring may function differently than those who do not. They may also function differently in a laboratory setting than they do in other settings.

Correlational research

A social researcher can use case studies, surveys, interviews, and observational research to discover correlations. Correlations are either positive (to +1.0), negative (to −1.0), or nonexistent (0.0). In a positive correlation, the values of the variables increase or decrease (“co‐vary”) together. In a negative correlation, one variable increases as the other decreases. In a nonexistent correlation, no relationship exists between the variables.

People commonly confuse correlation with causation. Correlational data do not indicate cause‐and‐effect relationships. When a correlation exists, changes in the value of one variable reflect changes in the value of the other. The correlation does not imply that one variable causes the other, only that both variables somehow relate to one another. To study the effects that variables have on each other, an investigator must conduct an experiment.

Experimental research

A number of factors can affect the outcome of any type of experimental research. One is finding samples that are random and representative of the population being studied. Another is experimenter bias , in which the researcher's expectations about what should or should not happen in the study sway the results. Still another is controlling for extraneous variables , such as room temperature or noise level, that may interfere with the results of the experiment. Only when the experimenter carefully controls for extraneous variables can she or he draw valid conclusions about the effects of specific variables on other variables.

Cross-cultural research

Participant observation requires that an “observer” become a member of his or her subjects' community. An advantage of this method of research is the opportunity it provides to study what actually occurs within a community, and then consider that information within the political, economic, social, and religious systems of that community. Cross‐cultural research demonstrates that Western cultural standards do not necessarily apply to other societies. What may be “normal” or acceptable for one group may be “abnormal” or unacceptable for another.

Research with existing data, or secondary analysis

Previous Basic Sociological Research Concepts

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3 Sociological Research Methods

Learning Objectives

In this chapter you will:

Compare and contrast social science research methods.
Evaluate strengths and weaknesses in research design.

Research methods are the techniques and tools used to collect data and systematically study the social world (Conley 2019). Sociological research methods are typically grouped into two categories:

Quantitative methods involve a large number of research participants and produce numeric data that are analyzed statistically to test hypotheses.
Qualitative methods involve small samples of research participants and produce textual or visual data that are thematically analyzed to uncover deeper meanings.

Let’s look at some examples of each.

Quantitative Research Methods

First, survey research is a common example of quantitative methods used in social science research. Surveys contain fixed-answer questions that can be converted to a numeric value for statistical analysis (Bhattacherjee 2012). Some researchers use existing data from nationally representative surveys, like the American Community Survey conducted by the U.S. Census Bureau.

Other researchers create their own surveys to collect data on locally relevant issues. For example, in the Social Science Lab we recently asked residents in the City of Muskegon, Michigan about their impressions of the Muskegon Lake restoration, including current water quality in the lake.

One strength of quantitative methods is that research results can be generalized to a larger group of people beyond the study sample, giving us information about a broad cross-section of a population of interest. However, because quantitative data must be expressed in numbers, they can often tell us what people think or do but not why. To get at the “why” that underlies human beliefs and behaviors, we need qualitative research.

Qualitative Research Methods

There are a variety of qualitative methods that help uncover the meanings behind people’s actions.

In observation research , researchers spend time observing a group of people to learn about the cultural norms and motives that drive particular actions. They may participate in that culture, or they may observe without participating. One example is Matthew Desmond’s (2016) work, Evicted. In this book, Desmond describes his participant observation of individuals experiencing eviction to uncover barriers to housing security faced by low-income families.

In-depth interviewing , where researchers ask participants a series of questions intended to encourage lengthy discussion of the research topic, is also a commonly used qualitative research method. Interview research has been used to get at the heart of complex problems. In the example “Why Detroit Residents Pushed Back Against Tree-Planting,” (below) interview research helped city planners understand why Detroit residents rejected free tree plantings in their neighborhood (Mock 2019).

Why Detroit Residents Pushed Back Against Tree-Planting (Bloomberg)

Content analysis of texts or written communication is used to identify patterns in how people talk about or make sense of pressing social issues. For example, check out the analysis linked below, which discusses what memes tell us about how people in work-from-home, professional occupations experienced the coronavirus pandemic.

What do memes tell us about self and time during the pandemic? (contexts)

Although this is hardly an exhaustive list of research methods, visual methods also deserve a mention. Visual methods consist of a variety of research methods that systematically analyze art, drawings, photography, videos, or maps created by a population of interest to the research questions. For example, follow the link below to listen to Jill Weinberg describe her use of post-it notes to generate data and dialogue.

Jill Weinberg on Post-It Notes as a Visual Method (The Society Pages)

Quality Control

When you are evaluating research reported in the news or on social media, it’s important to think critically about the research methodology used to collect the data being reported. This is particularly important when reading reports of quantitative studies, such as surveys, because numbers are powerful. As a result, the results of survey research and public opinion polling are commonly cited in popular press. As a general rule, the more outlandish the findings, the closer you ought to scrutinize the research methods. This may require some digging! Here are a few things to keep in mind.

The goal of quantitative research is often to test the relationship between two or more variables , which are characteristics – like an attitude, trait, or behavior – that have two or more potential values. For example, the variable “education level” has several categories: less than high school, high school graduate, some college, two-year technical degree, bachelor’s degree, or graduate degree. Assigning measurements to concepts relevant to a particular study is known as the process of operationalization . The way that a concept is operationalized has important bearings on the validity of the measure. Valid measures operationalize variables such that the variable measures what is intended to be measured.

Bear with me. The Yale Program on Climate Change Communication is a group of social scientists studying public opinions and behaviors related to climate change. Their goal is to inform communication strategies used by public and private organizations engaging in climate education (YPCCC 2022). The program developed a four-question “SASSY” survey to classify people into one of six groups, from “alarmed” to “dismissive,” according to their level of concern about climate change. Use the link at right to access the survey and click through the questions (you don’t have to answer honestly, just screen the survey questions).

Map showing distrubution of CRSI Scores across the U.S. (2000-2015). Scores are lower in the south east, in the middle in the midwest, in New England and central, and highest in the west and far north (except California coast).

It therefore might be totally rational for a SASSY respondent from Duluth, Minnesota to say they expect climate change to harm them personally “not at all,” even as they hold a great deal of concern about how climate change will impact the ocean environment, or people living in remote corners of the Andes Mountains. How valid, then, is the third question as a measure of climate concern? Measuring complex concepts is difficult and information consumers should be on the look-out for measurements that poorly represent the concept they were intended to operationalize.

Reliability

Additionally, consider whether or not the research methods used are likely to be reliable , meaning that a systematic, replicable process was used to collect and analyze data. Reliability is particularly important in quantitative research, and difficult to achieve in qualitative research. That’s because the interviewer themselves – their ability to read non-verbal cues or be quick on their feet with follow-up questions – has a large influence on the quality and quantity of data collected from the interview participant. In contrast, the researcher may not interact very much at all with survey participants. In survey research, it is important that each potential participant receives the seem solicitation, the same instructions, the same questions, follows the same procedure to complete their questionnaire, and that all data are analyzed in the same way using a procedure that can be described to and repeated by anyone else.

Generalizability

Finally, carefully consider whether the research has been designed so that it is generalizable to the broader groups the study claims to represent. For example, most surveys include a sample of the population subset of interest to the researcher. In the example shown earlier of the Muskegon Lake residential survey, the research population we were interested in was all residents who live in the City of Muskegon, who are a specific subset of the larger population of Michigan residents. Rather than mailing a survey to all 30,000 residents in Muskegon, which would be very expensive, we obtained a list of all property owners in the city and used a random number generator in Excel to draw a random sample of 1,200 residents, who were mailed a copy of the survey. This is known as probability sampling, and is often simply called random sampling.

Hear it from the experts:

In order for survey researchers to make claims about the broader population from which the sample of people who completed the survey was drawn – otherwise known as generalizing their results –all members of a research population must have had an equal chance of being selected to complete the survey. So, if I stood outside of the Walmart in Norton Shores and asked the first 1,200 people I saw to complete the survey, that wouldn’t be a random sample because only people who shop at Walmart on the particular day and time I conducted my survey had a chance of being selected for participation.

Likewise, if I posted a link to the survey on social media sites of various community organizations – a REALLY POPULAR way of soliciting survey participants – the study results would only apply to people connected to those particular social media networks, who likely differ from the average Muskegon resident in some way. They may be more civically engaged, more interested in lake recreation, wealthier and more influential, or otherwise distinctive from the vast majority of Muskegon residents who are not following the social media accounts of the groups I’ve asked to share my survey link. In either case, my research results could not be accurately generalized to the broader population of Muskegon residents. This is a common flaw of research design that you should be on the lookout for as you interpret research reported in popular and news media.

Generalizability is typically not a goal in qualitative research, which usually relies on a variety of non-probability sampling techniques to solicit participants. However, the best qualitative research (IMHO) strategically recruits participants who represent diverse viewpoints on the topic of the study, to ensure that a broad range of perspectives and truths are included in their data. Reader beware of studies that represent dynamic issues through the eyes and voices of a single stakeholder group. It’s nearly always more complicated than that!

Sociological research helps us understand why people believe or act in particular ways. This information is critical for developing programs, policies, and plans members of the public will support, creating solutions that effectively deal with societal problems, and analyzing where processes intended to meet public needs fall short or break down. Not all research is created equal, and it’s important to be able to identify faulty elements of research design – such as errors in validity, reliability, and generalizability – that compromise the conclusions drawn by the researcher. When done well, sociological research can reveal the complexity of social phenomena, highlighting divergent viewpoints on a given issue and developing a nuanced understanding of the social world.

Berg, Bruce L. 2007. Qualitative Research Methods for the Social Sciences, 6th edition . Boston, MA: Pearson.

Bhattacherjee, Anol. 2012. “Social Science Research: Principles, Methods, and Practices.” Textbook Collections. 3 (http://scholarcommons.usf.edu/oa_textbooks/3).

Conley, Dalton. 2019. You May Ask Yourself: An Introduction to Thinking Like a Sociologist, 6th edition. New York: W.W. Norton.

Desmond, Matthew. 2016. Evicted: Poverty and Profit in the American City. New York: Broadway Books.

Flaherty, Michael G. and Cosima Rughinis. 2021. “What Do Memes Tell Us about Self and Time During the Pandemic?” Contexts. Accessed 21 July, 2022. (https://contexts.org/articles/what-do-memes-tell-us-about-self-and-time-during-the-pandemic/).

Green, Kyle. 2017. “Jill Weinberg on Post-It Notes as a Visual Method. Give Methods a Chance. Accessed 21, July 2022. (https://thesocietypages.org/methods/2017/03/18/jill-weinberg-on-post-it-notes-as-a-visual-method/).

Mock, Brentin. 2019. “Why Detroit Residents Pushed Back Against Tree-Planting.” Bloomberg. Accessed 21, July 2022. (https://www.bloomberg.com/news/articles/2019-01-11/why-detroiters-didn-t-trust-city-tree-planting-efforts).

US EPA. 2020. “Development of a Cumulative Resilience Screening Index (CRSI) for Natural Hazards: An Assessment of Resilience to Acute Meteorological Events and Selected Natural Hazards.” Accessed 21 July, 2022. (https://cfpub.epa.gov/si/si_public_record_Report.cfm?dirEntryId=350154&Lab=CEMM).

“Why Social Science?” Consortium of Social Science Associations. Accessed 21 July, 2022 ( https://www.whysocialscience.com/ ).

Yale Program on Climate Change Communication. 2022. “About the Program.” Accessed 21 July, 2022. ( https://climatecommunication.yale.edu/about/the-program/ ).

Research techniques involving a large number of research participants and producing numeric data that are analyzed statistically to test hypotheses (Conley 2019).

Research techniques involving small samples of research participants and producing textual or visual data that are thematically analyzed to uncover deeper meanings (Conley 2019).

A quantitative research method using fixed-answer questions that can be converted to a numeric value for statistical analysis (Bhattacherjee 2012).

A qualitative research method involving prolonged observation of and interaction with a group of people (Berg 2007).

A qualitative research method in which a researcher asks participants a series of questions to inspire lengthy discussion and dialogue about the research topic (Berg 2007).

A qualitative research method involving identification of thematic patterns in written communication or texts (Berg 2007).

A qualitative research method in which research participants create visual artifacts (i.e., art, drawings, photography, videos, or maps) that are analyzed by the researcher (Green 2017).

Measurable characteristics that have two or more potential values (Conley 2019).

The process of assigning measurements to concepts (Conley 2019).

Degree to which variables accurately measure the concept they were intended to measure (Conley 2019).

The degree to which the process used to collect and analyze data can be replicated (Conley 2019).

The degree to which data from a research sample can be used to infer conclusions about the broader population from which the sample was drawn (Conley 2019).

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8 Research Methods

Learning objectives.

Differentiate between four kinds of research methods: surveys, field research, experiments, and secondary data analysis
Understand why different topics are better suited to different research approaches

Making sociologists’ presence invisible is not always realistic for other reasons. That option is not available to a researcher studying prison behaviors, early education, or the Ku Klux Klan. Researchers can’t just stroll into prisons, kindergarten classrooms, or Klan meetings and unobtrusively observe behaviors. In situations like these, other methods are needed. All studies shape the research design, while research design simultaneously shapes the study. Researchers choose methods that best suit their study topics and that fit with their overall approaches to research.

Sociologists conduct surveys under controlled conditions for specific purposes. Surveys gather different types of information from people. While surveys are not great at capturing the ways people really behave in social situations, they are a great method for discovering how people feel and think—or at least how they say they feel and think. Surveys can track preferences for presidential candidates or reported individual behaviors (such as sleeping, driving, or texting habits) or factual information such as employment status, income, and education levels.

A survey targets a specific population , people who are the focus of a study, such as college athletes, international students, or teenagers living with type 1 (juvenile-onset) diabetes. Most researchers choose to survey a small sector of the population, or a sample : that is, a manageable number of subjects who represent a larger population. The success of a study depends on how well a population is represented by the sample. In a random sample , every person in a population has the same chance of being chosen for the study. According to the laws of probability, random samples represent the population as a whole. For instance, a Gallup Poll, if conducted as a nationwide random sampling, should be able to provide an accurate estimate of public opinion whether it contacts 2,000 or 10,000 people.

Field Research

Here, we will look at three types of field research: participant observation, ethnography, and the case study.

Participant Observation

Rothman had conducted a form of study called participant observation , in which researchers join people and participate in a group’s routine activities for the purpose of observing them within that context. This method lets researchers experience a specific aspect of social life. A researcher might go to great lengths to get a firsthand look into a trend, institution, or behavior. Researchers temporarily put themselves into roles and record their observations. A researcher might work as a waitress in a diner, live as a homeless person for several weeks, or ride along with police officers as they patrol their regular beat. Often, these researchers try to blend in seamlessly with the population they study, and they may not disclose their true identity or purpose if they feel it would compromise the results of their research.

Nickel and Dimed: On (Not) Getting By in America , the book she wrote upon her return to her real life as a well-paid writer, has been widely read and used in many college classrooms.

Ethnography

Ethnography is the extended observation of the social perspective and cultural values of an entire social setting. Ethnographies involve objective observation of an entire community.

Institutional Ethnography

Institutional ethnography is an extension of basic ethnographic research principles that focuses intentionally on everyday concrete social relationships. Developed by Canadian sociologist Dorothy E. Smith, institutional ethnography is often considered a feminist-inspired approach to social analysis and primarily considers women’s experiences within male-dominated societies and power structures. Smith’s work is seen to challenge sociology’s exclusion of women, both academically and in the study of women’s lives (Fenstermaker, n.d.).

Historically, social science research tended to objectify women and ignore their experiences except as viewed from the male perspective. Modern feminists note that describing women, and other marginalized groups, as subordinates helps those in authority maintain their own dominant positions (Social Sciences and Humanities Research Council of Canada, n.d.). Smith’s three major works explored what she called “the conceptual practices of power” (1990; cited in Fensternmaker, n.d.) and are still considered seminal works in feminist theory and ethnography.

In 1924, a young married couple named Robert and Helen Lynd undertook an unprecedented ethnography: to apply sociological methods to the study of one U.S. city in order to discover what “ordinary” people in the United States did and believed. Choosing Muncie, Indiana (population about 30,000), as their subject, they moved to the small town and lived there for eighteen months.

Ethnographers had been examining other cultures for decades—groups considered minority or outsider—like gangs, immigrants, and the poor. But no one had studied the so-called average American.

Nothing like it had ever been done before. Middletown was reviewed on the front page of the New York Times . Readers in the 1920s and 1930s identified with the citizens of Muncie, Indiana, but they were equally fascinated by the sociological methods and the use of scientific data to define ordinary people in the United States. The book was proof that social data was important—and interesting—to the U.S. public.

As you may imagine, a feral child is a subject of great interest to researchers. Feral children provide unique information about child development because they have grown up outside of the parameters of “normal” child development. And since there are very few feral children, the case study is the most appropriate method for researchers to use in studying the subject.

Experiments

One way researchers test social theories is by conducting an experiment , meaning they investigate relationships to test a hypothesis—a scientific approach.

Classically, the sociologist selects a set of people with similar characteristics, such as age, class, race, or education. Those people are divided into two groups. One is the experimental group and the other is the control group. The experimental group is exposed to the independent variable(s) and the control group is not. To test the benefits of tutoring, for example, the sociologist might expose the experimental group of students to tutoring but not the control group. Then both groups would be tested for differences in performance to see if tutoring had an effect on the experimental group of students. As you can imagine, in a case like this, the researcher would not want to jeopardize the accomplishments of either group of students, so the setting would be somewhat artificial. The test would not be for a grade reflected on their permanent record, for example.

Next, she placed a Black Panther bumper sticker on each car. That sticker, a representation of a social value, was the independent variable. In the 1970s, the Black Panthers were a revolutionary group actively fighting racism. Heussenstamm asked the students to follow their normal driving patterns. She wanted to see whether seeming support of the Black Panthers would change how these good drivers were treated by the police patrolling the highways. The dependent variable would be the number of traffic stops/citations.

The first arrest, for an incorrect lane change, was made two hours after the experiment began. One participant was pulled over three times in three days. He quit the study. After seventeen days, the fifteen drivers had collected a total of thirty-three traffic citations. The experiment was halted. The funding to pay traffic fines had run out, and so had the enthusiasm of the participants (Heussenstamm 1971).

Secondary Data Analysis

Social scientists also learn by analyzing the research of a variety of agencies. Governmental departments and global groups, like the U.S. Bureau of Labor Statistics or the World Health Organization, publish studies with findings that are useful to sociologists. A public statistic like the foreclosure rate might be useful for studying the effects of the 2008 recession; a racial demographic profile might be compared with data on education funding to examine the resources accessible by different groups.

When conducting content analysis, it is important to consider the date of publication of an existing source and to take into account attitudes and common cultural ideals that may have influenced the research. For example, Robert S. Lynd and Helen Merrell Lynd gathered research for their book Middletown: A Study in Modern American Culture in the 1920s. Attitudes and cultural norms were vastly different then than they are now. Beliefs about gender roles, race, education, and work have changed significantly since then. At the time, the study’s purpose was to reveal the truth about small U.S. communities. Today, it is an illustration of 1920s’ attitudes and values.

Section Quiz

Which materials are considered secondary data?

Photos and letters given to you by another person
Books and articles written by other authors about their studies
Information that you have gathered and now have included in your results
Responses from participants whom you both surveyed and interviewed

What method did researchers John Mihelich and John Papineau use to study Parrotheads?

Web Ethnography

Why is choosing a random sample an effective way to select participants?

Participants do not know they are part of a study
The researcher has no control over who is in the study
It is larger than an ordinary sample
Everyone has the same chance of being part of the study

What research method did John S. Lynd and Helen Merrell Lynd mainly use in their Middletown study?

Secondary data
Participant observation

Which research approach is best suited to the scientific method?

Questionnaire
Secondary data analysis

The main difference between ethnography and other types of participant observation is:

ethnography isn’t based on hypothesis testing
ethnography subjects are unaware they’re being studied
ethnographic studies always involve minority ethnic groups
ethnography focuses on how subjects view themselves in relationship to the community

Which best describes the results of a case study?

It produces more reliable results than other methods because of its depth
Its results are not generally applicable
It relies solely on secondary data analysis
All of the above

Using secondary data is considered an unobtrusive or ________ research method.

nonreactive
nonparticipatory
nonrestrictive
nonconfrontive