Case Studies in a non-Western context: A Cross-Cultural Team Members’ Reflections on Methodological and Ethical Issues
Author(s):
Natallia Yakavets (presenting / submitting) Assel Kambatyrova (presenting) Ros McLellan Liz Winter
Conference:
ECER 2017
Format:
Paper (Copy for Joint Session)

Session Information

07 SES 03 C JS, Obstacles and Chances of International and Participatory Research

Joint Paper Session NW 07 and NW 15

Time:
2017-08-22
17:15-18:45
Room:
K6.16
Chair:
Lisa Rosen
Discussant:
Philippe Masson

Contribution

Objectives

The complex, changing and contested global, cultural and societal contexts of the twenty-first century give rise to significant methodological dilemmas for educational researchers. One aspect of this is that international research collaboration requires re-working methodological conceptions and practice. Despite the increased demand on cross-cultural research, discussions of ‘culturally sensitive methodologies’ (Madriz 1998:7) are still largely neglected in the literature on research methods, including case studies.

This paper is a reflection on methodological and ethical issues that arose in a cross-cultural collaborative research project conducted over a period of four years by an international and multidisciplinary research team. Researchers on the project were based at the University of Cambridge (UK) and Nazarbayev University (Republic of Kazakhstan) and are citizens of the UK, Kazakhstan, Belarus, Kyrgyzstan, Spain and Ukraine. The research was concerned with exploring the process of school reform in Kazakhstan. The focus of this paper is on what constitutes ethical research practice in a non-Western context and how members of the research team worked to achieve it. Central here is the reflection on the particular methodological challenges of conducting cross-cultural research and a discussion of the strengths and difficulties of multi-level case studies that combine both cultural insiders and outsiders within the team.

Theoretical framework

We describe our collaborative research project as ‘cross-cultural’ in the sense of being ‘a transdisciplinary approach bringing different cultures and knowledge systems with the aim of developing new perspectives based on an equal exchange’ (Davis 2010:62). While cross-cultural studies are driven by an etic perspective (outsider view), field research, which stands at the beginning of our cross-cultural analysis, is very much interested in the emic perspective (insider view) or local communities (Leonti and Weckerle 2015). Louis and Bartunek (1992:101) have argued that ‘research teams in which one or more members are relative insiders to a setting and one or more members are relative outsiders offer distinct advantages for integrating diverse perspectives on organisational activities’. Banks (1998) offers a typology of cross-cultural researchers, including: ‘indigenous insider’, ‘indigenous outsider’, ‘external insider’ and ‘external outsider’. In this paper we discuss the ‘indigenous outsider’ and ‘external outsider’ types of cross-cultural researchers which are represented by the authors of this paper.

A review of the literature shows that people working in cross-cultural settings often confront many ethical and methodological challenges with little information on how to deal with these difficulties (Small et al. 1999; Hennink 2008; Liamputtong 2008; 2010). To add to the field of cross-cultural research, this paper addresses the following questions:

  • What are the key challenges of conducting multi-level case studies by a team of cross-cultural researchers in a non-Western context?
  • What are the strategies that the research team used to negotiate these methodological dilemmas?
  • What new ethical dilemmas does online communication generate?

Method

Methodologically, the paper draws on the construct of reflexivity. Reflexivity is a concept that has sometimes been treated as a defining feature of qualitative social research (see Hammersley and Atkinson 2007; 1995, Finlay 2002), one which ‘come[s] into play in the field, where research ethics committees are not accessible’ (Guillemin and Gillam, 2004:274). Guillemin and Gillam (2004:275) claim that ‘reflexivity is not necessarily focused only on the production of knowledge in research (what might be called the epistemological aspect of research practice) but also on the research process as a whole’. They argue that ‘being reflexive, a researcher would be alert not only to issues related to knowledge creation but also to ethical issues in research’ (Guillemin and Gillam, 2004:275). Collaborative reflexivity, according to Finlay (2002), offers the opportunity to hear, and take into account, multiple voices and conflicting positions (p.220). Guillemin and Gillam (2004) also suggest how reflexivity could contribute to ethical research practice. This means a number of things: ‘first, an acknowledgement of microethics, that is, of the ethical dimensions of ordinary, everyday research practice; second, sensitivity to ‘ethically important moments’ in research practice, in all their particularities; and third, having or being able to develop a means of addressing and responding to ethical concerns if and when they arise in the research (which might well include a way of pre-empting potential ethical problems before they take hold)’ (Guillemin and Gillam, 2004:276). This paper draws on examples of researchers’ self-reflection, including field notes, photos of research settings, memos written during the course of research, and also reflective discussions among members of the research team about their experience of being involved in the research project. As cross-cultural researchers we engaged in “memoing” (Miles and Huberman 1984) writing main reflections recording our impressions and specific details of how the research was conducted: in what language, what were the key problems, and how important will they be for translating into English. It was a way to engage with and get a better understanding of research settings when we were in the field and at the later stage when we were doing data analysis. An important part of data includes analysis of emails written during field work and photos taken. The cross-cultural team had regular Skype calls to discuss the collaborative research project as well as in-person meetings during a ‘writing week’, conferences and partners’ meetings.

Expected Outcomes

Several problematic methodological and ethical issues are discussed, to do with research design, continuing negotiation of access, interviewing practices, rapport, language competencies, data storage, data analysis and interpretation, and expectations of participants that may have affected their consent and disclosures to strangers/those perceived to hold control over/likely to report on them. As a team of cross-cultural researchers we gathered data collectively (for example we conducted interviews in pairs or trios and all actively participated as interviewers). We also discussed how working together as the cross-cultural team affected our relationships with the participants. Particularly, how indigenous researchers were seen by participants and how it affected the power balance within the team. Our continuous discussions of data among the team members helped to establish a robust framework for interpretation and to develop the learning continuum, providing mutual support for cross-cultural researchers within the team. This paper offers useful insights and implications for conducting cross-cultural case studies and suggests that collaborative work within an international team of researchers can not only stimulate local research capacity building but also has impact on overall research design. It is concluded that developing contextual understanding, adopting a framework for culturally sensitive research (see Tillman 2006), as well as providing time for reflexivity help to minimise ethical risks and to benefit all involved in the research process, thereby contributing to broader debates about cross-cultural research.

References

Banks, J. (1998). The lives and values of researchers: Implications for educating citizens in a multicultural society. Educational Researcher, 27(7), 4-17. Bartunek, J. and Louis, R. M. (1996) Insider/outsider team research. London: Sage Publications. Carter, J. 2004. Research notes: reflections on interviewing across the ethnic divide. International Journal of Social Research Methodology, 7(4): 345–353. Davis, W. (2010). Last of their kind: What is lost when culture die? Scientific American, 303, 60-67. Finlay, L. (2002). Negotiating the swamp: the opportunity and challenge of reflexivity in research practice. Qualitative Research, 2(2), 209-230. Griffiths, M. (1998). Educational research for social justice: getting off the fence. Buckingham, Open University Press. Guillemin, M. and Gillam, L. (2004). Ethics, reflexivity, and ‘ethically important moments’ in research. Qualitative Inquiry, 10(2), 261-280. Hammersley, M. and Atkinson, P. (1995). Ethnography: Principles in Practice. 2nd edition. Routledge. Hennink, M.M. (2007). International focus group research: A handbook for the health and social science. Cambridge: Cambridge University Press. Hockey, J. (1993). Research methods—researching peers and familiar settings. Research Papers in Education, 8(2): 199–225. Labaree, R. V.(2002). The risk of ‘going observationalist’: negotiating the hidden dilemmas of being an insider participant observer. Qualitative Research, 2(1), 97–122. Leonti, M. and Weckerle, C.S. (2015) Qualitative comparative methods in ethnopharmacology in Henrich, M. and Jäger, A.K. (eds.) Ethnophamacology (pp.60-67) Wiley Blackwell. Liamputtong, P. (2010). Performing qualitative cross-cultural research. Cambridge: Cambridge University Press. Liamputtong, P. (2008). Doing research in a cross-cultural context: Methodological and ethical challenges. In P. Liamputtong (Ed.), Doing cross-cultural research: Ethical and methodological perspectives (pp. 3-20). Dordrecht: Springer. Louis, M. and Bartunek, J. M. (1992). ‘Insider/outsider research teams: Collaboration across diverse perspectives’, Journal of Management Inquiry 1, 101-110. Madriz, E. (1998). Using focus group with lower socioeconomic status Latina women. Qualitative Health Research 4, 114-128. Small, R., Yelland, J., Lumley, J., and Liamputtong, R.P. (1999) Cross-cultural research: Trying to do it better, 1. Issues in study design. Australian and New Zealand Journal of Public Health 23(4), 385-389. Tillman, L.C. (2006). Researching and writing from an African-American perspective: Reflective notes on three research studies. International Journal of Qualitative Studies in Education 19(3), 265-287.

Author Information

Natallia Yakavets (presenting / submitting)
University of Cambridge Faculty of Education, United Kingdom
Assel Kambatyrova (presenting)
Nazarbayev University Graduate School of Education, Kazakhstan
University of Cambridge Faculty of Education, United Kingdom
University of Cambridge Faculty of Education, United Kingdom

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