Opfrisser onderzoek - Refresher research methods 2011 (CAW Bal)
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Opfrisser Onderzoek ‘Hoe studeer ik succesvol af?’
6 September 2011
C.A.W. Bal
Hogeschool Zeeland Vlissingen
Research Refresher ‘How to graduate successfully?’
September 6, 2011
C.A.W. Bal
HZ University of Applied Sciences Vlissingen, The Netherlands
There are many books on research
Luckily, they all tell the same story.
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Become a competent researcher !
Research competency:
• Phase 1: Planning and preparing your research product: research proposal (background + theory)
• Phase 2: Executing your research product: work on site (practical component)
• Phase 3: Finalising the research product: report (shared knowledge)
• Researcher’s attitude product: success (or failure…)
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
What is research?
• Finding answers to questions
• In a structured manner:
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Question/ hypothesis
Orientation
Approach/ Strategy
Gathering data
Analysis
Answer
Sharing/ using
Research phases:
(complex/scientific)
Cycle Two-way
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
What is research?
• Finding answers to questions
• In a structured manner:
7-9-2011
Question/ hypothesis
Orientation
Approach/ Strategy
Gathering data
Analysis
Answer
Sharing/ using
Research phases:
(complex/scientific)
Cycle Two-way
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Research Proposal Practical component
Report
Phase 1: Planning and preparation
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
• 1.1 Sketch of problem, research question(s), goal
• 1.2 Literature and expert review
• 1.3 Research design (using )
1.4 Research proposal
Bricks
1.1 Research Question
• Ends with “?”
• Not too simple, not too complex
• Sum of subquestions answer the main question
• Define the scope and the concepts
• Link to theory and professional practice
• Specific Measurable Attainable Relevant Timed
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
SMART
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1.1 Research Question
• Is this question OK?: “How can firm A improve business results?”
• How about this one?: “What are firm A’s legal, technical and marketing requirements for successful introduction of product Y on the Dutch market?”
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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1.2 Literature review
• Search strategy (diversity of sources, keep a log)
• Search terms (synonyms, language, combinations, theory…)
• Use databases (e.g. from the Mediatheek)
• Check references for further leads
• Mind the quality (recent, trustworthy)
• Be critical (arguments in favor, arguments against)
• Write summaries, and integrate findings in a chapter
Revise research question if needed
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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1.3 Research design
• Research strategy
• Sample choice (size, representative)
• Operationalisation (e.g. “customer satisfaction”)
• Measurement instrument
• Data analysis method
It is the key to finding a proper answer
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
1.3 Research design
7-9-2011
Question + orientation
Approach/ Strategy
Gathering data
Analysis
Answer
Sharing/ using
Question
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Question
Experiment
7-9-2011
Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
Question
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Brick
Question
Experiment
7-9-2011
Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Brick
Grounded theory
7-9-2011
Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Question
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
Question
Observation
Answer/ discussion
Publication
Grounded theory
Qualitative analysis
Coldren, J., & Hively, J., (2009). Interpersonal Teaching Style and Student Impression Formation. College Teaching; Spring2009, 57 [2], pp. 93-98
4
Does this look like an effective teaching method? Could you derive a theory?
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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Grounded theory
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Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Question
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Brick
Survey
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Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Question
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
Question
Quantitative analysis
Answer/ discussion
Publication
Literature review
Survey
Question-naire
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Brick
Survey
7-9-2011
Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Question
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Brick
Case study
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Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Question
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
Question
Quantitative analysis
Answer/ discussion
Publication
Literature review
Case study
Secundary data
Qualitative analysis
Emerging Energy Research, (2008). Global Wind Turbine Markets and Strategies, 2008–2020 (New market study). [On-line, Hyperlink to pdf ] (price €3350). 4
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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Case study
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Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Question
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Brick
Action research
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Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Question
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
Question
Answer/ discussion
Literature review
Action Research
Interview
Qualitative analysis
Hall, D.T., Otazo, K.L., & Hollenbeck, G.P. (1999). Behind Closed Doors: What Really Happens in Executive Coaching. Organizational Dynamics, 27 [3], pp. 39-54
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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Action research
7-9-2011
Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Question
Experiment
Observation
Quantitative analysis
Answer/ discussion
Publication
Literature review
Grounded theory
Survey Case study Action
Research
Question-naire
Interview Secundary
data
Qualitative analysis
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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1.4 Research proposal
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
This is the document that convinces yourself and outside parties (host company, tutors) that your research is worthwhile, well prepared, and organized in such a way that you will find an answer/result
Now they will invest in you!
(time, energy, resources, money…) (NB: Count on needing four weeks, after approval and start of the graduation assignment, for finalizing your research proposal)
1.4 Research proposal
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
It consists of several paragraphs (usually 3 to 5 pages):
• Introduction (sketch of the problem or task)
• Research question
• Theoretical framework
• Practical relevance
• Research design + instrument
• Project planning and scope
Write what you plan to do, and why
Use a solid set of references!
Project planning
• Do this upfront (in your research proposal)
• Arrange budget and access
• Timing usually runs out:
– Theory/literature
– Setting up interventions/equipment
– Interviews (travel, preparation)
– Questionnaire (participants, data)
• Leave time for analysis
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Allow some slack!
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Project planning
• Do this upfront (in your research proposal)
• Arrange budget and access
• Timing usually runs out:
– Theory/literature
– Setting up interventions/equipment
– Interviews (travel, preparation)
– Questionnaire (participants, data)
• Leave time for analysis
7-9-2011
Allow some slack!
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Phase 2: Executing your research
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
• 2.1 Gathering the data
• 2.2 Processing the data for interpretation
• 2.3 Monitor progress and quality
2.1 Gathering the data
• Think about access to your data
• Apply the rules for proper research:
– Objectivity
– Validity
– Ethics
– Reliability - Repeatability
– Transparency
NB: Violation disqualifies research findings
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
‘Increase our road capacity?’
7-9-2011
How do you apply these rules: – Objectivity: Measuring cars or opinions?
– Validity: Can we use existing simulation models?
– Ethics: Tell the truth or the desired outcome?
– Reliability: Who to trust on knowledge?
– Repeatability: Will we find the same next time?
– Transparency: Is it 100% clear what we did?
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Observation
• Take notes
• Sample choice is important
• Be systematic, use a coding scheme
• You only see what you’re looking for
• Do not interpret, report facts
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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Questionnaire
• Frequently used
• Think research through, and pilot test
• Do not ask: ‘How well do you drive?’
But ask: ‘How often do you speed?’
Such a ‘Likert scale’ has a higher reliability and validity
• Know the limitations of your sample (non-respons)
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1 2 3 4
1 2 3 4
1 2 3 4
very good
very bad
‘Do you drink and drive?’ ‘Do you indicate direction?’
1 2 3 4
never always
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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Interview
• Prepare (background of interviewee, subject knowledge, professional appearance)
• Access (person, location, time)
• Topic list
• Timing
• Make a transcript
• Listen well, use follow-up questions
• Summarize the answers (as a check)
• Ask for further contacts, ideas, suggestions
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Brick
Things you could read somewhere: • One windmill is enough to power 300 households
(But what size, for how long, where on the planet, etc)
• 5% population growth means doubling in 20 years (well, not quite, how about doubling every 14 years)
• 70% of the internet respondents have experienced crime (who are they, which crime, when, is this not a bit high)
• In the crisis every investor has lost 50% of his/her wealth (on average, exactly 50%, investor in what, what is wealth)
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Checking numbers and statistics
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Things you could read somewhere: • One windmill is enough to power 300 households
(But what size, for how long, where on the planet, etc)
• 5% population growth means doubling in 20 years (well, not quite, how about doubling every 14 years)
• 70% of the internet respondents have experienced crime (who are they, which crime, when, is this not a bit high)
• In the crisis every investor has lost 50% of his/her wealth (on average, exactly 50%, investor in what, what is wealth)
These may be calculation or (more likely) copying accidents, but could also deliberately be put there to mislead!
7-9-2011
Checking numbers and statistics
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
2.2 Processing the data
• Code your ‘answers’ (into numbers or categories)
• Indicate relationships (between variables or categories)
• Show overview and structure through: key numbers, graphs, tables, schemes (make them self-explanatory)
• Use of Excel
Clear and logical
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
2.3 Monitor progress and quality
• Stay on track Adhere to your planning Be pragmatic, keep moving the project ahead
• Intervene/change if necessary Things do not always go as you plan them! Keep a record of changes and their justification
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Phase 3: Finalizing the research
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
• 3.1 Interpret your data
• 3.2 Report your research (process and results)
3.1 Interpret your data
• Interpret in light of your research question
• Formulate conclusions and recommendations
• Compare with other research
• Report new applications and insights
• Propose further research
‘Skills’:
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Analytical thinking, Logic and coherency,
Structured writing, Hard work,
Concentration
Creativity,
Quantitative analysis
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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• The fun part: Reporting numbers in colourful graphs and tables. Such descriptive statistics are often useful
More advanced: cross-tables, correlation and regression
• The tricky part: What can you conclude from your sampled data. Need inferential statistics (confidence levels, accuracy)
Get good advice upfront: course, book, or prof. Software is great, if you understand what it does
Qualitative analysis
• Coding and structuring (search for relationships between concepts, explain categories in words, link to theory)
• Present text fragments (quotes)
• Use schematical representations (diagram or table)
• Use word processor (or qualitative analysis software such as Kwalitan, Kodani)
Motivate your choices, apply strict logic, demonstrate the arguments that lead to your conclusions
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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Researcher’s attitude
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
• Before moving to writing your report, first a few words about the fourth part of the research competency: your attitude as a researcher
• Adapt behavior to research norms, professional ethics, and professional responsability
Neutrality,
Critical mindset, High standards,
Curiosity, Perseverance,
Preciseness
Respect
Neutrality?
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
High standards and critical mindset
• Do not believe, until convinced
• One source is not enough
• Do not use, unless understand
• Check, check and double check
• Always consider alternatives
• Try to prove yourself wrong
You’re responsible !
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Creativity and hard work
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Creativity is a source of ideas and solutions, but takes an investment to reap the benefits
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
3.2 Report your research
• Start from day one
• Make and discuss TOC (Table Of Contents) early
• Structure: Introduction/background, Method, Results,
Discussion/conclusions/implications
• Answer the research question!
• Clear and logical, Argued choices
• References
• Research should be reproducible based on report
• Target audience, use of appropriate language
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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3.2 Report your research
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Only as good as your score on attitudes and skills: .
Neutrality Take some distance every now and then
Preciseness Only write what is needed (no frills, appendix)
Critical mindset If something appears simple, check for errors
High standards Be extremely strict on yourself in every phase
Curiosity Your thesis is a consequence, not a goal
Perseverance When fed up, do not give up
Analytical thinking Is every claim justified Continued
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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3.2 Report your research
Logic and coherency The thesis should be fully self-explanatory
Structured writing Lay-out matters (references, APA?)
Creativity Give new ideas follow up
Hard work Proper effort and no result is a result too
Project planning Count on several times writing, start early
Concentration Write in half-days, not hours
Then:
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
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A real project: ‘Series or parallel production at HP’
•Communication to MT and floor
•With adaptations, series production
•Both numbers and production concepts
• Production data, floor lay out, staffing
•Case study, secundary data
•What is flexible and cost efficient?
7-9-2011
Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
Kao, C., (2009). Efficiency measurement for parallel production systems. European Journal of Operational Research, 196 [3], pp. 1107-1112
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
A real project: ‘Series or parallel production at HP’
•Communication to MT and floor
•With adaptations, series production
•Both numbers and production concepts
• Production data, floor lay out, staffing
•Case study, secundary data
•What is flexible and cost efficient?
7-9-2011
Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Your next project: ‘Finding right job and company’
•Write application letter(s)
• Short list of positions and companies
•Qualitative and quantitative comparison
• Interviews, secundary data
• Survey of jobs and industries
•Which jobs fit my skills and interests
7-9-2011
Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
LaGesse, D., (2009). Turning Social Networking Into a Job Offer. U.S. News & World Report, 146 [4], pp. 44-45
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Your next project: ‘Finding right job and company’
•Write application letter(s)
• Short list of positions and companies
•Qualitative and quantitative comparison
• Interviews, secundary data
• Survey of jobs and industries
•Which jobs fit my skills and interests
7-9-2011
Question + orientation
Approach
Gathering data
Analysis
Answer
Sharing/ using
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Conclusion
• This is just a refresher… (to know what you do not know is a good start)
• The details are important, use your books (and any good research advice you find at school or on-line)
• Research is finding answers systematically (answers that come easily are suspicious)
• BUT: If you master the attitudes and skills, succes will follow
These are applicable everywhere, and highly valued Learning is in doing, with the thesis as living proof
7-9-2011 ‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Any questions?
Thank you Wish you wisdom and luck
during graduation and thereafter!
7-9-2011
Research Refresher: A competent researcher!
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland
Zijn er vragen?
Dankjewel Veel wijsheid en voorspoed gewenst
bij het afstuderen en daarna!
7-9-2011
Opfrisser Onderzoek: Een competente onderzoeker!
‘Research Refresher’ – C.A.W. Bal, Hogeschool Zeeland