MGT661.01 
Qualitative Methods
David M. Boje, Ph.D.
http://business.nmsu.edu/~dboje/
dboje@nmsu.edu

Class in BC247 7-9:30 PM Mondays

Office: BC318 
Phone: 646-2391
Home: 532-1693 (please call here)
This course is listed in the Academy of Management - Research Methods Division - Syllabi of Methodology Courses  http://www.aom.pace.edu/rmd/syllabi.html
WEEKLY ASSIGNMENT STUDY GUIDES -- There are basic, intermediate and advanced treatments of qualitative method topics along with briefs on assignments and reading choices. LINKS to http://business.nmsu.edu/~dboje/qm/ - please study each before class on the schedule below (There is also a more detailed schedule that lists the main readings for each session).

REQUIRED BOOKS (and abbreviations)
[NM] Boje, D. M. (2001). Narrative Methods for Organizational and Communication Research. London: Sage. You can order it most cheaply (soft back) via Amazon (also see reviews). .
[HQR] Denzin, Norman K. & Yvonna S. Lincoln (Eds.). (1994) Handbook of Qualitative Research. Thousand Oaks, CA: Sage. ISBN 0-8039-4679-1. Or buy the cheaper, paperback editions (buy 2 of the 3 - you decide which or pool your resources with a friend).Required for Ph.D. students, not MBAs
[ES] Robert P., Gephart, Jr. (1988). Ethnostatistics: Qualitative Foundations for Quantitative Research.  Qualitative Research Methods Series 12.Thousand Oaks, CA: Sage. ISBN 0-8039-3026-7 Paper back. Not expensive, everyone should own one; Required Ph.d. Students Only.
[FG] = Focus Group text by Krueger (required for Marketing, optional for others; see instructor before buying)/

COURSE DESCRIPTION: Qualitative Research Methods - The course provides students an overview & experience in qualitative research methods in Management, Education, Marketing & Operations Management. The focus of this course includes: ethnography, content (theme) analysis, deconstruction, ethnostatistics analysis, microstoria, grand narrative, narrative networks (NUD*IST & NVIVO), and plot analysis. The range of topics will be broad, including case study, content analysis, participant and non-participant observation, phenomenological interviews, intertextuality & an introduction to focus groups for marketing (and other interested) students.

COURSE SCHEDULE is on web at http://business.nmsu.edu/~dboje/qm/

Week

Date

Subject

 

1

Jan 19

Martin Luther King Holiday

 No class

2

Jan 26

Intro to QM Worldviews and Narrative Analyses (Read steps 1 to 4) 

Select your buddy for the term.

Numbers below refer to chapters in Narrative Methods Book

Get books and find web site materials

3

Feb 2

1. Deconstruction analysis part 1: What is deconstruction?

Share feedback with your buddy

Part 1 - Deconstruction Assignment is due tonight

4

Feb 9

1. Deconstruction analysis part 2: Ethnostatistics

Part 2 - Deconstruction Assignment due tonight

5

Feb 16

1. Deconstruction analysis part 3: Ethnostatistics

Part 3 - Ethnostats assignment due tonight

6

Feb 23

2. Grand narrative analysis

Grand narrative assignment due tonight

7

Mar 1

3. Microstoria analysis

Microstoria assignment due tonight

8

Mar 8

4. Story Network analysis part 1: what is it

 

4. Story Network analysis part 2: NUDIST & NVIVO

 

9

Mar 15

No class

Work on NVIVO assignment

10

Mar 22

No class - Spring break

 

11

Mar 29

5. Intertextuality analysis  part 1: Horizontal

5. Intertextuality analysis  part 2: Vertical

NVIVO assignment due tonight

 

Intertextuality part 1 due tonight

12

Apr 5

6. Causal analysis

Causal assignment due tonight

13

Apr 12

7. Plot analysis

Plot assignment due tonight

14

Apr 19

8. Theme analysis

No assignment due

15

Apr 26

Review your rough draft in class

 

16

May 3

Present your final paper and submit for grade

Presentation due tonight

 


 

  Supplemental Readings

MGT 661 Qualitative Research Methods

Course schedule with required assignments and supplemental reading material is on web

at http://business.nmsu.edu/~dboje/qm/

Date

Subject and Required Readings

Jan 13

Intro to QM Worldviews and Narrative Analyses (Read steps 1 to 4)

Select your buddy for the term.

Book Abbreviations Explained

1.      NA: Narrative Analysis for Management and Communication Research book by Boje (2001) the modules that follow are keyed to the chapters of this book.

2.      HQR: Handbook of Qualitative Research by Denzin & Lincoln (Page numbers for readings in the 3-volume soft cover edition are given in parentheses: LQR: Landscape of Qualitative Research; SQI: Strategies of Qualitative Inquiry; CIQM: Collecting and Interpreting Qualitative Materials)

3.      ES: Ethnostatistics by Gephart (this book transcends all false dichotomies of qualitative and quantitative).

4.      PO: Participant Observation by Spradley

Required Background Reading

·         NA: Introduction p. 1-17.

·         HQR: Part II: Major paradigms and perspectives. p. 99-104 (LQR p. 185-193)

·         HQR: Guba & Lincoln. Competing paradigms in QR. p. 105-117 (LQR p. 195-220)  

·         HQR: Schwandt pp. 118-137

Numbers below refer to chapters in Narrative Methods Book

 

1. Deconstruction analysis part 1: What is deconstruction?

Share feedback with your buddy

·         HQR: Fine. Working the hyphens: Reinventing self and other in qualitative research. p. 70-82 (LQR p. 130-155)

·         HQR: Smith. Biographical method. p. 286-305 (SQI p. 184-224)

·         HQR: Clandinin & Connelly. Personal experience methods. p. 413-427 (CIQM p. 150 –178)

·         HANDOUT. Summers-Bremner. Giving form to ourselves: Personal narratives as feminist metaphors. p. 1-13 plus photos

1. Deconstruction analysis part 2: Ethnostatistics

·         ES: Part one p. 1-28

·         E: Statistics at work. p. 29-47.

1. Deconstruction analysis part 3: Ethnostatistics

·         ES:  Statistics as rhetoric. p. 47-66.

·         HQR: Altheide & Johnson. Criteria for assessing interpretive validity in qualitative research. p. 485-499 (CIQM p.283-312)

·         HQR: Hubermn & Miles. Data management and analysis methods. p. 428-444 (CIQM p. 179-210)

·         HQR: Denzin. The art and politics of interpretation. p. 500-515 (CIQM p. 313-344)

Find a connection to Aristotle's Poetics http://eserver.org/philosophy/aristotle/poetics.txt; or  http://eserver.org/philosophy/aristotle/rhetoric.txt 

 

2. Grand narrative analysis

·         NA: Chapter 2 on Grand Narratives

·         HANDOUT - Boje, David M. 1995 “Stories of the storytelling organization: A postmodern analysis of Disney as “Tamara-land.”  Academy of Management Journal. 38 (4), 997-1035.

·         HANDOUT. Parker. 1991. On African American identity: A postmodern critique of the grand narrative.

·         HQR: Lincoln & Denzin. The fifth moment. Pp. 575-586 (LQR p. 407-430)

3. Microstoria analysis

·         HQR: Vidich & Lyman. QM: Their history in sociology and anthropology. p. 23-59 (LQR p. 41-110)

·         NA: Microstoria Analysis

·         HQR: Strauss & Corbin. Grounded theory methodology: An overview. p. 273-285 (SQI p. 158-183)

4. Story Network analysis part 1: What is it

·         NA: Chapter 4 - Network Mapping Analysis

·         HQR: Richards & Richards, Using Computers in Qualitative Research. p. 445-462 (CIQM p. 211-245)

·         HQR: Fontana & Frey. Interviewing: The art of science. p. 361-376 (CIQM p. 47-78)

·         HANDOUT: Boje, 1995. AMJ Disney article

4. Story Network analysis part 2: NUDIST & NVIVO

·         We will choose an assignment option (from website) in class

·         Demo NUD*IST and Nvivo

·         Code Module 4 Interview Assignment with Nvivo

5. Intertextuality analysis  part 1: Horizontal

·         NA: Chapter 5 – Intertextuality

·         Handout - Kristeva, Julia. "Word, Dialogue, and Novel." Desire and Language. Ed. Leon S. Roudiez. Trans. Thomas Gora et al. New York: Columbia UP, 1980. p. 64-91.

 

5. Intertextuality analysis  part 2: Vertical

·         NA: Intertextuality

·         Boje, Luhman & Baak (1999) Journal of Management Inquiry article on Hegemony.

·         HQR: Kincheloe & McLaren. Rethinking critical theory and QR. p. 138-157 (LQR p. 260-299)

·         HANDOUT: Barker, James R. 1993. Tightening the iron cage: Concertive control in self-managing teams. Administrative Science Quarterly. 38: p. 408-437 (and lecture notes by Barker).

·         HANDOUT: Bell (in Todd & Fisher). Becoming a political woman: The reconstruction and interpretation of experience through stories. p. 97-123.

·         HANDOUT: Rockwell. "Speaking fragments: Institutionality and subjectivity in conversational processes.

·         HANDOUT. Barrett. The organizational construction of hegemonic masculinity: The case of the US Navy. p. 129-142.

 

No class - Spring break

6. Causal analysis

·         NA: Chapter 6 Causality Analysis

 

7. Plot analysis

·         NA: Chapter 7 - plot analysis (emplotment)

·         Ricoeur 1984 Time and Narrative Volume One. Rans by Kathleen McLaughlin and David Pellauer. Chicago: University of Chicago Press. Please read chapter 3 "Time and narrative: Threefold Mimesis. p. 52-90.

·         Print this: Boje, 1991. "The Storytelling Organization: A Study of Story Performance in an Office-Supply Firm." Administrative Science Quarterly. 36: 106-126.

·         HANDOUT: Thatchenkery. Organizations as "texts": Hermeneutics as a model for understanding organizational change. 1992.

 

8. Theme analysis

·         NA: Chapter 8 - Theme Analysis

·         PO: Step 5: Making a domain analysis. p. 85-99.

·         PO: Step 7: Making a taxonomic analysis. p. 112-121.

·         PO: Step 11: Making a componential analysis. p. 130-139.

·         PO: Step 10: Discovering cultural themes. p. 140-154.

 

Review your rough draft in class

Present your final paper and submit for grade

MESSAGE FROM THE INSTRUCTOR: Hi, I'm David M. Boje, please feel free to e-mail  me with any thoughts, comments, suggestions, links, questions, etc. Always call me at home 532-1693 if you have a question or need something explained. This is home base for many qualitative researchers and teachers seeking to provide the opportunity for people to learn qualitative analysis.

You are training to have the best job on the planet, a research professor. It is my job to help you attain that job by equipping you with the most advanced qualitative analyses. This is a highly practical course on how to analyze qualitative (textual and interview)  materials in ways that result in publications for you. Several of the projects from this class have been published and become dissertation analyses. In 2000, two of my QM students are presenting All-Academy Showcase Symposiums at the Academy of Management Meetings in Toronto. In 2001 two students finished Ph.D.'s using methods learned in this class, in in 2002 another will finish.

Qualitative Methods are quite practical. The qualitative analyses you will master are as practical as any you might learn in SPSS or SAS. In fact our work in Ethnostatistics will allow you to learn to be a better quantitative researcher and theorist.  You can also use each analysis to address problems that may extend quantitative methods.  To learn why and when to apply each analysis, you will be learning several important qualitative philosophies. As Mark Twain said, "There is nothing more practical than a good theory." The course is organized around the chapters of my book, Narrative Methods for Organizational and Communication Research. London: Sage. You can order it most cheaply (soft back) via Amazon (also see reviews).

I assume that Qualitative Methods may be new to you. You are here to learn what is unknown to you, to apply your creative imagination. So as the guru on the guru on the mountain top said to the seeker, "if your cup is already full, I can not teach you." Anything unknown fear may come as a barrier to your growth.  Stretch your mind into the unknown of QM and you will discover a great treasure house that will serve you will throughout your career.  T

There are many qualitative rooms with many treasures in this mansion (WEEKLY ASSIGNMENT STUDY GUIDES). Please come into the QM mansion expecting to find positive qualities. Please open the door to each room in the qualitative treasure house with a sense of expectancy, enthusiasm, and excitement.

OFFICE HOURS: 5 to 7 PM - Monday.   Otherwise, please call 532-1693 for appointment

COURSE OBJECTIVES: at the end of this term, I expect you:

  1. To understand the advantages and limitations of  eight qualitative methods
  2. To learn to design and conduct qualitative research within the framework of three of the eight analysis approaches you will learn in this class
  3. To have working knowledge of the capability of computer assisted textual data management and text analysis.
  4. To produce a publishable (quality) product from qualitative data and analysis - use format for e-guide and APA 4th edition
  5. To be able to assess qualitative journal articles using criteria, such as from the Academy of Management Journal
  6. To be able to use qualitative analyses to construct better typologies, theories, and inquiry than when you first came to this class.
CLASS STRUCTURE: The typical class session will be divided into three segments. The first segment will consist of either lecture or student presentations on each analysis from ASSIGNMENT STUDY GUIDE.  The second segment will feature progress reports on your qualitative projects. Please complete the assignment due in your ASSIGNMENT STUDY GUIDE before coming to class. The thrid segment will be a one-on-one sit down exchange of feedback between you and a buddy. We will begin this using a formal exercise (see How to share feedback with your buddy). Buddies will be selected during the first day of class.  If your buddy misses class, you are still responsible to complete the assignment.

On occasion we will use a workshop format to deal with qualitative analysis techniques. This course utilizes the seminar approach. I view the graduate seminar as a lively place in which we encourage and constructively develop each others ideas. Effective seminars require participants to engage in the following behaviors:

Preparation for seminar classes by reading assigned material, critically analyzing methods in the readings, come with notes and questions.
Read something each week that is NOT required in the lists provided.
Actively participate in the class by contributing commentary on the assigned readings (but also respect others' air time). Willingness to constructively engage the ideas presented by others.

 

ATTENDANCE POLICY - http://business.nmsu.edu/~dboje/503/attendance_policy.htm

We only meet once a week, so attendance is highly important. Attendance is 20% of your final grade. If you miss a class (or come too late), you owe me a 3 page makeup assignment based upon the topic of the missed class - use ASSIGNMENT STUDY GUIDE as a resource. You are also responsible for any analysis that was due that you may have missed. Missed buddy assignments are to be completed by email between you and then brought to class - Share feedback with your buddy.

ASSESSMENT OF STUDENT MEETING COURSE OBJECTIVES
  1. 40 % A term project of your own design in which you apply one or more of the analyses being conveyed this term. Instructor will evaluate this. This will demonstrate your understanding of the course topics. NO TEAM PROJECTS, unless you are interviewing separate people, and transcribing and analyzing as individuals (working alone).  The best measure is actually completing the project and getting it published after the course has concluded( 25 pages maximum, with references and tables, appendices can be added as extra pages). NO GROUP PAPERS. You must write your own paper. Each paper is evaluated using AMJ criteria (but greatly softened for you, hand out in class). Note this project can be reviewed anytime during the term by submitting what you have, and you will be told your grade, and get this, given opportunity till the very last day to revised and resubmit, just like the real world of academic life. In short, if you solicit feedback, you can get your A, if you do what is asked of you.
  2. 20% Attendance in class and constructive participation that is helpful to the instructor and to other students in the course. Must complete make up assignments and any buddy feedback assignments. Participation is primarily oral, any handouts, presentations, etc. are extra (see attendance policy). Assessment by buddies and by instructor.
  3. 20% Complete weekly study guide module assignments on time (these are practice exercises, some of which may help in your term project). This will be a combination of peer and instructor assessment (see STUDY GUIDE). You will be assigned at buddy (a student in the class) who will write a constructive assessment of your assignment, with specific feedback. There are assignments for each week of class, but you will only do 50% of these. You will do half of them, and your buddy will do the other half. This means each week you either write up an assignment or write up a 1 to 2 page buddy assessment. Give the assessment to me and to your buddy in class. Missing an assignment or missing your buddy review has the same weight as missing class (see attendance policy).
  4. 20% Class as a whole project - A class project (we will decide upon one together) in which we as a class actively participate and contribute.  This will be a combination of peer and instructor assessment.

DOCTORAL STUDENT RESPONSIBILITIES AND PERFORMANCE EXPECTATIONS

  1. Each student is to write an article of "publication quality" based on one of the qualitative methodologies examined in this course. No group papers will be accepted. The paper, along with the data analyzed, is to be turned in during the last week of the course & be presented during final exam week.
    1. Demonstrate mastery of one or more QM methods & QM philosophies of science.
    2. Demonstrate mastery of the philosophical & fundamental assumptions of QM, including critical theory, poststructuralism, & postmodernism in class discussion, in written assignments, & in the publication project.
    3. Define & integrate what qualitative inquiry is, its philosophy of science assumptions underlying its use.
  2. To gain hands-on experiences of qualitative research methods you will complete weekly practice exercises in participant observation, discourse analysis, focus groups & other experiential exercises. No group work on assignments.
  3. Each student is responsible for assigned readings & course assignments (no group work). You will, from time to time, be asked to lead a 20 minute discussion, respectful and thoughtful debate are crucial for the successful integration of scholarly materials, based upon the assignment you complete (there are weekly assignments, but you do half of these).
  4. May or may not do the following: The class and I will collaborate in a joint project that we work on during the term. I envision weekly short analysis assignments (3 pages is good) that will lead us to generate a corporate product. If and when we find a collaborative environment, we will modify weekly assignments to fit. This will be a collective effort that will lead to publication (to those who stay with the project to its acceptance, revision, and publication). You and I will propose several projects and vote on one to enact this term.
  5. You are expected to demonstrate your qualitative analysis learning in ways that leads to the positive learning experience of the entire class and for me. I dot not accept students putting each other down (or me down). Professional conduct is a graded part of your participant and attendance. If at any time during the seminar you are not excited about the course, please call me at home 532-1693 and speak to me directly.
 

WHAT ARE QUALITATIVE METHODS?

QM is an old and well established methodology in Anthropology (ethnographic methods), Sociology (ethnomethodology), Folklore (narrative, myth, and ritual), Linguistic (sociolinguistics), & in English (rhetoric, hermeneutics, deconstruction). The philosophical roots bridge phenomenology, critical theory, poststructuralism, and postmodernism. For a quick overview, check out the website at "QM Resource"  at http://maple.lemoyne.edu/~hevern/nrmaster.html

QM is a detailed description of situations, events, people, and behaviors. It includes what people say about their experiences, attitudes, beliefs, and thoughts through recordings, documents, transcripts, records, and narrative histories. Qualitative data sources include observation and participant observation (fieldwork), interviews, texts, and the researcher's diary of impressions and reactions. QM is open-ended and does not impose, outsider, expert, academic, predetermined, categories (called Etic categories) such as the response choices that comprise typical questionnaires or tests. QM begins with specific observations and builds towards general observations and explorations of the people's grounded, categories-in-use (called Emic categories). Etic-emic is a basic distinction in Anthropology. Emic studies are more nomadic: The nomad is not at all the same as the migrant; for the migrant goes principally from one point to another, even if the second point is uncertain, unforseen, or not well localized. But the nomad goes from point to point only as a consequence and as a factual necessity; in principle, points for him are always relays along a trajectory. -- G.Deluze & F. Guattari A Thousand Plateaus (p. 380).

RELEVANCY TO MANAGEMENT: Deconstruction (Derrida) is being widely practiced in management. For example, assumptions and theories about technical rationality, emancipatory principles in information systems, IS-User relationships. Management under modernity is becoming what Foucault (1979) calls the "normalizing gaze" or institutional surveillance. Management, in some cases, is used to electronically monitor and gaze bank tellers, customer service representatives, market cashiers, and even professors. Electronic surveillance includes counting keystrokes of workers, monitoring calls between customers and employees, and video surveillance of unsuspecting employees. Management can be studied as a set of discursive practices that construct realities in ways that are beneficial or harmful to organizational members. Management can also be viewed as a disciplinary power emerging from a set of discursive practices. Management viewed as a discourse, relies upon talk, documents, performances that convey semantic meanings of what constitutes quality, efficiency, and information.

RELEVANCY TO MARKETING: Professors Dholakia, Firat, Sherry, Jr., and Venkatesh do critical theory (Habermas), poststructuralist (Foucault, Derrida) and postmodern (Baudrillard, Kristeva, Lyotard, Jameson) work in marketing (see attached QM Marketing Reading List). They look at postmodern consumer culture in shopping environments, clothing and fashion, and information capitalism. They look at consumer cultures in terms of Baudrillard's concepts of hyper-real, Lyotard and Foucault's "decentered" and Jameson's "fragmented culture." Hyperreality, to take one concept, defines the emergence of the symbolic and the spectacle and marketing's role in the creation of something which is "more real" than "real:" the "hyper-real."

Disney  is a commonly referenced example. Modernist concepts of consumer culture, on the other hand, assume a rational process based upon economic exchange values rather than one based upon signs, spectacle, and representations. Modernism concepts of consumer and producer were socially constructed during the Enlightenment era of history. In this seminar we will question the assumptions of modernist consumption: how gender and ethnicity are constituted in advertising, fictitious constructions of modernity, functionalist theories of global marketing, dualistic theories of consumers and markets, etc. What is marketing after modernity? If the structural-functional concepts of marketing are being deconstructed in postmodern business, then there is a retheorizing of marketing happening now. Topics of relevance to marketing include: the role of symbolism in consumption, fragmented consumer, Hyper-reality and spectacle, advertising as a form of symbolic communication, consumer cultures, constructing and deconstructing the consumer, and global culturalism.

ADDITIONAL RECOMMENDED READING: If you are unfamiliar with qualitative research obtaining several of these books is strongly recommended.
[PO] Spradley, David. (1980). Participant Observation. New York: Holt, Rinehart & Weston. Paper. Ask for most recent edition. (good for beginners, we go way beyond this classic work).
[WC] Clifford & Marcus (1986). Writing Culture: The Poetics and Politics of Ethnography. Publisher unknown. Good for more advanced students.
[GC] Greening Culture by Herndl & Brown (optional great for learning very advanced QM writing and analysis).

ALSO RECOMMENDED

Bantz, C. (1993). Understanding Organizations. Columbia, SC: University of South Carolina Press.
Berger, P.L. & Luckmann, T. (1966). The Social Construction of Reality. New York, NY: Anchor Press.
Denzin, N.K. (1989). Interpretive Interactionism. Newbury Park: Sage Publications.
Ely, Margot et al. 1991. Doing Qualitative Research: Circles Within Circles. The Falmer Press, Bristol, PA.
Geertz, C. (1973). The Interpretation of cultures. New York: Basic Books.
Garfinkel, Harold. 1967. Studies in Ethnomethodology. Englewood Cliffs, NJ: Prentice Hall. 67-22565. Hardcover.
Glaser, B.G. & Strauss, A. L. (1967) The Discovery of Grounded Theory: Strategies for Qualitative Research. NY: Aldine de Gruyter. ISBN 0-202-30260-1 paper.
Glesne, C. & Peshkin, A. 1992. Becoming Qualitative Researchers. White Plains, N.Y. Longman.
[GC] Herndl, Carl G. & Stuart C. Brown. (1996). Green Culture: Environmental Rhetoric in Contemporary America. Madison Wisconsin: University of Wisconsin Press. ISBN 0-299-14994-3 Paper.
[FG] Focus Group book: Krueger (1997). Analyzing and Reporting Focus Group Results. Thousand Oaks, CA: Sage.
Lofland, John 1971. Analyzing Social Settings: A Guide to Qualitative Observation and Analysis. Belmont, CA: Wadsworth. Paper. Ask for most recent edition.
Mishler, E.G. (1986). Research Interviewing. Cambridge: Harvard University Press.
Patton, M.Q. (1990). Qualitative Evaluation and Research Methods. (2nd Ed.). Newbury Park: Sage Publications.
Riessman, C.K. (1993). Narrative Analysis. Newbury Park: Sage Publications.
Strauss, A. & Corbin, J. (1990). Basics of Qualitative Research. Newbury Park: Sage Publications.
Van Maanen, J. (1988). Tales of the Field. Chicago: The University of Chicago Press. ISBN 0-226-84962-7
Wilcott, H.F. (1994). Transforming Qualitative Data. Thousand Oaks, CA: Sage Publications.
Vol 36, No. 6, (December, 1993), Issue of Academy of Management Journal. Call 908-445-0862.