How do we do qualitative interviews in the era of social distancing?

I love qualitative research. For me, the best part about qualitative research is talking with participants face-to-face. Sure, we can talk to people on the phone or by video chat software, but nothing conveys the immediacy and vitality of their lived experience like sitting across from them, looking into their eyes, watching their hands, noting their posture, as they thoughtfully answer our questions. In the era of COVID-19 and social distancing, when we can’t interview our participants face-to-face, what can we qualitative dissertators do to ensure we collect robust, rich, deep, thick data?

Accept the new normal

For those who had their hearts set on doing face-to-face in-person interviews, it’s time to grieve a little and get busy. No matter how much we might want to be together, we can’t right now. Your interview participants don’t want to breathe your air, even if you are willing to breathe theirs. You still want that doctorate, don’t you? Accept the new normal and move on.

Some of you might already have planned to conduct live interviews using a remote method—telephone or video chat. If that’s you, you can charge into this brave new world without breaking stride. However, if your dissertation proposal required you to have sit-downs with your participants, maybe over a cup of green tea in a university conference room, you will need to adjust your approach, because times have changed. Drastically and quickly.

Experiment with new ways to talk to participants

As an introvert, I’m perfectly happy working alone in my cave. However, even I need human contact once in a while. Connecting by telephone fulfills that need, although not perfectly. When I was collecting data for my dissertation research, some years back, I talked to ten people about their experiences with the phenomenon I wanted to explore. I conducted one follow-up interview by phone. I much preferred the in-person interview experience; plus, I think the data from the in-person interviews were deeper and richer than the data collected by phone. It’s easier to probe participants’ answers when we see them squirming or fidgeting. Subtle behaviors are missed when we can’t see faces and gestures.

In addition, I am a visual learner. That means I need to see faces when I’m communicating. In fact, I can’t hear as well if I can’t read lips and body language. In this new era of communicating during a pandemic, I’m learning to connect by video chat. It’s the next best thing to being there live.

I’ve tested several platforms, including Zoom, Google Hangouts, Google Duo, Wire, and Skype. (I’m not cool enough for an iPhone, so I haven’t used Facetime.) I’m sure you have more experience chatting by video than I do, so I’ll leave it to you to choose your preferred platform. So far, I prefer Google Hangouts and Wire. What is your preference?

Adapt to your participants’ preferences

When we are doing interviews, our preferences don’t really matter that much, do they? We need to adapt to the preferences of our participants. It’s hard enough to get people to talk with us for an extended interview. Getting them to download, install, and launch a platform they haven’t used before is a heavy lift, especially when we usually aren’t compensating them for their time.

Before you set up your interviews, test several different platforms yourself. Offer different options to your prospective participants. Help them set up and launch their preferred platform.

Make sure you can see and hear adequately. Identify audio and video recording capabilities. If you are new to collecting data by video chat, test your procedures with several people first. You may need to get some extra gear—for example, an external recording device, a better microphone, and a lot of disk storage space if you plan to record the video.

Identify the limitations of your data collection approach

Collecting data by telephone and video chat has inherent limitations. Obviously, your telephone participants must have access to a phone. Most people these days have phones. You can probably adapt your data collection plan without too much trouble.

For video chat, your prospective participants need Internet access and some sort of video chat platform. They don’t need a computer. Most video chat platforms function well on smartphones. Finding Wi-Fi could be challenging. In my area (Portland, Oregon), the Multnomah County Library continues to offer W-Fi, even though the libraries are temporarily closed. You, as the interviewer, should be working from a system with a large monitor, if you want to be able to see faces and body language.

Some groups are just plain difficult to reach, even in-person—for example, seniors, addicts, the homeless—reaching them now may be impossible in this new age of social distancing. Interviewing members of these groups will require some ingenuity and creative technology.

Pay attention to the data collection practices of the U.S. Census Bureau, when its researchers finally decide how to reach those hard-to-reach groups. Maybe you can adapt their approaches to collect the data you need.

Prepare to start over

It’s not your fault this pandemic happened now. It’s definitely inconvenient, to put it mildly, and we wish it hadn’t happened, but it did. Pretending it isn’t happening (my default) or blaming someone or something is not productive. Disasters happen. I thought it would be the earthquake that threw us for a loop, but nope, it was a virus.

We hope disasters don’t happen to us, but here it is. Your task is simple. As you are doing what you have to do to endure this lock-down, decide how much you are willing to compromise your concept and your data collection approach. I hope you don’t need to redo your entire concept. However, if you want that Ph.D., you may need to start over.

Imagine all the new research opportunities

One way I’m coping with my fear and grief is by imagining how I would study this experience. Assuming I survive, of course. You may find yourself needing to revise your dissertation approach, maybe rewriting your proposal entirely. I’m sorry if that is your challenge, but you can do it.

A friend of mine was working on her master’s in international business when the Berlin wall came down. Rather than revising her theses and adjusting her data collection approach, she quit her master’s program. I hope you don’t do that.

Plan for a future

The pandemic we face now is possibly the most disruptive force we will experience in our lifetimes. If we survive this, imagine all the facets of human behavior that need to be studied. For social scientists, every moment of this unfolding disaster is a dissertation waiting to be written. Please grieve, regroup, and get busy. The world needs your research now more than ever.

Understanding our place on the research continuum

love your dissertation

Some students seem to start writing at the top of the paper and grind out page after page, until they get to the bottom of the last page, where they stop and type “In conclusion.” That is how they know they are almost done. Along the way, they write whatever comes to mind. Citations are rare. These students seem to assume that the only thing that matters is their opinions on the topic. Undergrads often write like this. However, for doctoral candidates, this writing approach is a massive red flag. Maybe this approach comes from a belief that now they are ABD (all but dissertation), reviewers actually care what they think.

If your approach is similar to what I just described, I ask you, What is the point of researching anything? You apparently already know all the answers. What more is there to learn? I hope you can see the problem with this self-focused approach. When you pursue a doctoral degree, you join the big wide wonderful world of academic research. That means you are not an isolated researcher conjuring opinions out of the ether. You are part of a continuum.

What is the “research continuum”?

Humans tend to be self-centered. I’m sure it’s a survival trait, passed down to us from our ancestors who saw a stick in the path and didn’t wait to find out if it was a stick or a snake. I’m out of here, stage right! In our efforts to survive, we moderns may forget that we are the product of generations who lived before us.

The same idea is true in our conception of research. We think our study is on the cusp of something unique and remarkable. We think we are the cutting edge, the culmination of a grand and memorable idea the world has never seen before. Well, maybe you are, maybe your research will be world changing. However, most of us must be content to contribute our little container of coleslaw to the world party. The key word here is contribute. Like those who have gone before us, we offer our findings to the body of knowledge, and then we fade away.

Well, we don’t entirely fade away. People who come after us may cite our study, just as we cite the studies of those who came before us. This is the continuum of research. It began when someone looked at the world and asked, “Why?” I imagine it will go on until humans no longer have inquiring minds. (Some may say that time has already come, but we know better, don’t we? I hope so.)

Sorry, your opinions are not that important

I know what you are thinking: My opinions are not important!? Sorry if that offends you. I know, ouch. We don’t want to hear that our opinions aren’t important. My intention is not to be disrespectful. I’m sure your opinions are full of pithy insight. I’d love to read them someday, when you finally get your massive tome published.

The challenge that trips us up is forgetting that we are part of the research continuum, tossing our little piece of knowledge into the vast knowledge pool. We spout, in depth and at length, to show how much we know and to explain to our readers that we have the answers. Often we drone on (oh, sorry, I mean, we write eloquently) in our Literature Review, gushing our opinions rather than actually reviewing the literature! I see this tendency to offer opinions with some frequency in the papers I edit. This problem can delay your proposal approval.

Right now, I’m sorry to say, nobody cares about your opinions. When you are writing your proposal, you haven’t yet earned the right to have an opinion. After you collect and analyze your data, then you can have an opinion—about your findings, that is. You can’t just spout unsubstantiated claims and expect to get away with it. And, certainly, your opinions don’t belong in the Literature Review. That is the place for other researchers’ opinions. Remember the continuum of research!

I edit many papers. Sometimes I come upon uncited assertions in the first three chapters—for example, “Teachers should give their students more homework.” Or: “The world will fall apart if XYZ is not implemented immediately. Therefore, we should do XYZ right away!” These are recommendations that come from the dissertator’s heart, I get that. But writing these uncited statements leaves these dissertators hanging out in the short branches with no support and a long way to fall.

Unsupported statements sneak in when we are unclear in our thinking. Unclear thinking leads to unclear writing. To combat this very human tendency, create the structure of your argument and do not stray from it, no matter how tempting each verdant tangent may seem. Stick to the bones of your argument and avoid the fat. Your reviewers will be more likely to approve your proposal if they can see the elegant skeleton underlying your project. Then they can see that all the elements fit in satisfying alignment.

Beware the frothy emotional appeal

Dissertators sometimes write with passion (drama! and who cares about citations when you are beating your favorite righteous drum?). I understand the temptation to get on the soapbox, even if it is to convince some university reviewer that your proposal merits approval. However, reviewers spot the unsupported appeal a mile away—the dissertator’s argument is short on substance and long on froth. Usually, it’s a sign the dissertator has not fully grasped some basic research concepts or is more interested in expressing his or her wrath than in finding objective reality.

More reading is the antidote to the lack of understanding about concepts. The solution to the anger thing requires some self-awareness, a little soul-searching, and a commitment to finding and telling the truth as it exists, not as you perceive or desire it to be.

Be specific. Be concise. Be objective. If you want to make a passionate point, make sure you have lots of company (that means provide solid sources to cover your backside). Save your impassioned recommendations for your discussion chapter (and make sure you base them on your research findings). Don’t assume your view is the only view. Cultivate a little humility. Find all sides of your argument, and cite your sources. Be a fair, honest, and objective scholar. Welcome to the continuum of research!

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