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CONVERSATIONS WITH THE COMMUNITY: AN ETHNOGRAPHY OF TWO CASE STUDIES HIGHLIGHTING COMMUNITY-RESEARCH PARTNERSHIPS IN SPRINGFIELD, MA

Vanessa Martinez , University of Massachusetts Amherst Follow

Author ORCID Identifier

Open Access Dissertation

Document Type

dissertation

Degree Name

Doctor of Philosophy (PhD)

Degree Program

Anthropology

Year Degree Awarded

Month degree awarded, first advisor.

Jean Forward

Second Advisor

Krista Harper

Third Advisor

Kathryn Tracy

Subject Categories

Civic and Community Engagement | Community-Based Learning | Community-Based Research | Community Health and Preventive Medicine | Other Anthropology | Public Health Education and Promotion | Social and Cultural Anthropology

This dissertation is both qualitative and collaborative. It emphasizes the participant observation and ethnographic documentation of two community-researcher partnerships on community-level health interventions in Springfield, MA. Drawing upon critical theories and reflexive methods, I explore and analyze the process of building and sustaining researcher-community partnerships in an era of limited funding. Two Springfield, MA-based projects – one on healthy cooking/eating, and the other on contingency management – serve as case studies to provide a concrete picture of the complex relationships of researcher-community collaborations. I use ethnographic storytelling to provide a multi-dimensional look at two different community-research partnerships on health disparities work. I have chosen ethnography as my primary methodology because I am interested in gaining a broad understanding of Springfield as a post-industrial city – a city with both a complex support system of public health services and a community suffering from poor health outcomes. My dissertation explores the following questions: What are the factors that contribute to successful community-research partnerships? What are the challenges to creating and sustaining good community-research collaborations? And what recommendations or strategies can build social and cultural capacity for these types of partnerships? My experience on-the-ground highlighted a gap in the literature on community-research partnerships. I discuss the need for expanding the list of collaborators to include community college faculty and students, funding agents, and grassroots community leaders – not just service agencies standing in as representatives of the community. Given my personal and professional experience over the last twelve years, I believe that, in the end, successful community-research partnerships must build on the strengths already in the community in order to create a lasting impact in the community. For Springfield, that means bringing "everyone to the table," , in other words, a diverse group of people who all have a vested interest in improving the health of Springfield residents.

https://doi.org/10.7275/3wn0-7656

Recommended Citation

Martinez, Vanessa, "CONVERSATIONS WITH THE COMMUNITY: AN ETHNOGRAPHY OF TWO CASE STUDIES HIGHLIGHTING COMMUNITY-RESEARCH PARTNERSHIPS IN SPRINGFIELD, MA" (2014). Doctoral Dissertations . 114. https://doi.org/10.7275/3wn0-7656 https://scholarworks.umass.edu/dissertations_2/114

Since August 29, 2014

Included in

Civic and Community Engagement Commons , Community-Based Learning Commons , Community-Based Research Commons , Community Health and Preventive Medicine Commons , Other Anthropology Commons , Public Health Education and Promotion Commons , Social and Cultural Anthropology Commons

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Home > ETD > Doctoral > 1833

Doctoral Dissertations and Projects

Finding their place: an ethnographic study of the culture of students attending a rural, self-paced, alternative evening high school.

Teena Atkins Follow

School of Education

Doctor of Education (EdD)

Rebecca Lunde

Alternative School, At-risk Students, Disengagement, Ethnography, High School, Maslow

Disciplines

Bilingual, Multilingual, and Multicultural Education | Curriculum and Social Inquiry | Educational Assessment, Evaluation, and Research | Educational Methods | Educational Psychology

Recommended Citation

Atkins, Teena, "Finding Their Place: An Ethnographic Study of the Culture of Students Attending a Rural, Self-paced, Alternative Evening High School" (2018). Doctoral Dissertations and Projects . 1833. https://digitalcommons.liberty.edu/doctoral/1833

The purpose of this ethnographic study was to provide a cultural portrait as well as identify methods of success of nontraditional students attending a self-paced, alternative evening high school in the southeast region of the United States in the foothills of the Appalachian Mountains. An ethnographic research design was utilized employing data triangulation through observations, interviews, focus group, and journals as methods of data collection. Participants included nontraditional students who were currently attending or recently graduated from an alternative evening high school in the southeast region of the United States. This study sought to better understand what factors contributed to these students’ decisions to attend a nontraditional evening high school. Once enrolled in a nontraditional evening high school, the factors that contributed to their success were explored. Data analysis strategies included review and coding data, memoing, and organizing data into themes. Next, data matrices were used to organize and present data.

Since August 29, 2018

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The Oxford Handbook of Qualitative Research (2nd edn)

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The Oxford Handbook of Qualitative Research (2nd edn)

12 Ethnography

Anthony Kwame Harrison, Department of Sociology, Virginia Tech

  • Published: 02 September 2020
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This chapter introduces ethnography as a distinct research and writing tradition. It opens with a discussion of ethnography’s current fashionability within transdisciplinary academic spaces and some of the associated challenges. The next section provides a historical overview of ethnography’s emergence as a professionalized research practice within the fields of anthropology and sociology. Focusing on ethnography as a research methodology, the chapter outlines several key attributes that distinguish it from other forms of participant observation–oriented research; provides a general overview of the central paradigms that ethnographers claim and/or move between; and spotlights three principal research methods that most ethnographers utilize—namely, participant observation, field-note writing, and ethnographic interviewing. The final section of the chapter introduces a research disposition called ethnographic comportment , defined as a politics of positionality that reflects both ethnographers’ awarenesses of and their accountabilities to the research tradition they participate in.

Introduction

In a classic 1929 American Mercury article on racial passing and investigating lynchings, the future executive secretary of the National Association for the Advancement of Colored People, Walter White, opened with an observation:

In any American village, North or South, East or West, there is no problem which cannot be solved in half an hour by the morons who lounge about the village store. World peace, or the lack of it, the tariff, sex, religion, the settlement of the war debts, short skirts, Prohibition, the carryings-on of the younger generation, the superior moral rectitude of country people over city dwellers (with a wistful eye on urban sins)—all these controversial subjects are disposed of quickly and finally by the bucolic wise men. (White, 1929 , p. 77)

Ethnographers are neither morons nor bucolic wise men. If called on, they may supply truncated answers to difficult questions. But they do this with an understanding that they are merely scratching the surface or offering something along the lines of sweeping tendencies regarding what are typically complicated and often contradictory aspects of human organization and social relations. The closer and deeper one looks, the more one sees. For this reason, ethnography is not particularly well suited for the kinds of business or policy-oriented research that requires statistically verifiable findings or strict evidentiary bases for direct and uncomplicated action plans (Jones, 2010 ). Still, references to ethnography and/or ethnographic thisses-and-thats increasingly appear in these and numerous other settings. To fully appreciate the value of ethnographies, it is important to read them in their entirety. Ethnographies are not built for efficiency in research practice or in communicating research results.

As a reflexive, intersubjective research tradition—that speaks to audiences’ hearts as well as to their minds—ethnography is most at home in spaces where complexity, nuance, and betwixt-and-betweenness are valued. Thus, there is a palpable tension between this research methodology—founded on patience and aspirations for comprehensive understandings—and the increasingly neoliberal academic environments, where the practices of ethnography have historically been nurtured and where a majority of practicing ethnographers continue to reside, settings where, increasingly, time, volume of output, and tangibility of results are key factors determining what is valued. We see this among graduate students of the early 21st century, who are progressively more pressured to have solid publication records upon completing their degrees—a practice that encourages some advisors to discourage students from pursuing ethnographic research. Another consequence of this development is the gradual erosion of ethnographic standards as shorter durations of research and shortened pathways to confirmable findings are accepted, if not heralded, as measures of competency. Under such conditions, the invisible work of ethnography (Forsythe, 1999 ), and the associated belief that anyone can do it, amplifies its current fashionability in problematic ways.

This chapter provides a foundation for understanding ethnography as a research methodology and genre of research reporting. While celebrating ethnography’s flexibility and generative potential—indeed, its refusal to be contained within fixed definitions—I also present it as a distinct research tradition, guided by a series of evolving conventions and commitments. This emphasis on precision is motivated by what I see as a multipronged crisis within the transforming field of ethnographic research. Factors influencing this crisis include but are not limited to: (a) ethnography’s place within neoliberal universities and associated spaces where efforts toward increasing efficiency reign; (b) a “transdisciplinary romance with ethnography” (Kazubowski-Houston & Magnat, 2017 ) that, too often, leads undertrained and underinvested researchers to claim the label—thus, in my view, doing violence to ethnography in both a figurative and a literal sense (Ingold, 2014 ); and (c) increased institutional surveillance and “methodological conservatism,” which creates hostile environments for ethnographers seeking to have their work approved by oversight bodies and agencies (Lincoln, 2005 ). At the same time, ethnography has qualities that make it particularly well suited for grasping and representing complex social phenomena and the contentious bases of knowing during these difficult times. Methodologically, ethnography flourishes in the liminal spaces between research design and improvisation. Through their critical engagements with its sometimes troubled history, trained ethnographers tend to align with marginalized perspectives and the communities they emanate from. Representationally, ethnography refuses to reduce the social world to simplistic binaries or neatly bracketed findings. In the following pages, I elaborate on these and other qualities of the ethnographic enterprise. Specifically, I present ethnography as a distinct methodology—rooted in the professionalization of anthropology and, to a lesser degree, sociology as academic fields—with a particular set of defining attributes, paradigmatic observances, and research conventions.

Defining Ethnography

The term ethnography references both a research and an inscription (i.e., writing process to written product) practice. Ethnography is research in that it describes a methodology (distinguished from a research method in the section Ethnography as Methodology) usually conceptualized as involving participant observations within a community or field of study. 1 Thus, a person can speak of doing ethnographic research among Vermont maple sugarers (Lange, 2017 ) or among people participating in a translocal cultural phenomenon who may not even consciously identify as a group (Amit, 2000 ). At the same time, it is an inscription practice in that the products of ethnographic research—typically books like Edmund Leach’s classic Political Systems of Highland Burma (1954) or Riché J. Daniel Barnes’s Raising the Race (2016)—are referred to as ethnographies. 2

Typically, greater academic attention is given to discussions of ethnography as research. However, to the extent that evaluations of and inferences about research are derived from the resulting written account, this focus on ethnography as research may be overblown. Indeed, since at least its postmodern turn (see Clifford & Marcus, 1986 ; Marcus & Fischer, 1986 ), considerable attention has fallen on ethnography as a literary convention. Scholars have additionally argued that writing practices are integral to ethnographic data collection and analysis and therefore should not be treated separately (Emerson, Fretz, & Shaw, 2011 ; Richardson & St. Pierre, 2005 ; Sanjeck, 1990 ). 3 Elaborating on a concept that I call ethnographic comportment , toward the close of this chapter, I argue that most researchers are guided by a “textual awareness” (Van Maanen, 2011 , p. 158)—an imagined end product that they are working toward—that influences them variously throughout all stages of an ethnographic project, from conception to publication. Nevertheless, if one is looking for a standard definition of ethnography, a research-oriented definition such as the one offered by Martyn Hammersley and Paul Atkinson (1995) is quite typical:

[Ethnography involves] participating, overtly or covertly in people’s daily lives for an extended period of time, watching what happens, listening to what is said, asking questions … [and] collecting whatever [other] data are available to throw light on the issues that are the focus of the research. (p. 1)

Such a simple, straightforward definition highlights ethnography’s resemblance to “the routine ways in which people make sense of the world everyday” (Hammersley & Atkinson, 1995 , p. 2)—thus making it appear to be something anyone can do. But to paraphrase something my colleague Carol A. Bailey once told me, no one would think of doing multiple linear regressions without statistical data analysis training, yet, quite regularly, people with no background in qualitative research claim to be doing ethnography (see also Schwandt, 2000 , p. 206n3). Commenting on the popularity of ethnography in consumer research, Patricia L. Sunderland and Rita M. Denny ( 2007 ) remarked,

A myriad of research techniques … (from the few-minute in-store intercept interview, to the one-hour “depth interview,” to the online focus group) have become redefined as “ethnographic” with barely any change in the underlying assumptions regarding method or analysis. Researchers have transformed themselves into “ethnographers” with few changes in practice beyond the name. (pp. 13–14)

Although these observations are specific to a single nonacademic arena, I argue that, even within the academy, the proliferation of ethnography warrants similar sentiments. In his book The Cosmopolitan Canopy (2011), Elijah Anderson defined folk ethnography as “a form of people watching that allows individuals informally to gather evidence in social interactions that supports their own viewpoints or transforms their commonsense understandings of social life” (p. xv). Although Anderson views this as a positive development, it concerns me that the distinction between folk ethnography and ethnography is blurring. In this chapter, I argue against the notion of ethnography as a qualitative research free-for-all, open for anyone, regardless of background or training, to undertake. As Diana E. Forsythe ( 1999 ) asserted, it is not “just a matter of common sense” (p. 130). Ethnography is a specific approach to research and writing about it, with a rich history and established yet evolving set of guiding principles. For those of us who take ethnography seriously, it involves training (usually through advanced coursework and mentorship), reflection, and accountability.

Historical Foundations of Ethnography

As a research tradition, ethnography’s roots are most firmly planted in the fields of anthropology and qualitative sociology: the former most often credited to the innovations of Polish-born, British-trained Bronislaw Malinowski and the latter usually attributed to a collection of researchers associated with the University of Chicago—commonly referred to as the Chicago School. Though these origin myths have been widely discussed and debated, and some treatments suggest ethnography began as early as the Greeks and Romans (Wax, 1971 ), I nevertheless cast ethnography as a relatively recent methodology, which came of age with the professionalization of both disciplines during the early decades of the 20th century.

In my chapter for the first edition of the Oxford Handbook of Qualitative Research , I discussed this history in great detail (see Harrison, 2014 ) and will therefore offer only a truncated version here. 4 During the late 19th and early 20th centuries, on both sides of the Atlantic, the nascent academic field of social/cultural anthropology crystallized around a reorientation away from the traditional model of armchair theorizing and toward a serious investment in ways of going about collecting and using data. 5 The various learned societies dedicated to anthropological interests that emerged during the 19th century relied primarily on the reports of colonial administrators, military officers, missionaries, traders, and other travelers for their information. The new class of professional anthropological intellectuals who came into being through these organizations prioritized the need for more formal—and less prejudiced, sensationalized, and unequivocally racist—standards of scientific reporting. In this interest, various sets of anthropological questionnaires and field guides were developed, initially for untrained travelers but, over time, increasingly toward the goal of fostering the most “precise and exacting” methods among field anthropologists (Urry, 1972 , p. 51). The most famous of these was Notes and Queries on Anthropology , which appeared in six iterations between 1874 and 1951 (Urry, 1972 ). Another effort to circumvent the limitations of untrained, biased, and otherwise disinterested reporting involved expeditions featuring teams of specialized experts—most notably the Cambridge Torres Straits expedition of 1898 (Stocking, 1983a ) and a series of privately funded and Bureau of American Ethnology–sponsored expeditions to the American Southwest occurring throughout the late 19th century (Judd, 1967 ).

Malinowski, the famed “founding father” of ethnography (Jones, 2010 ), came to anthropology after earning a doctorate in physics and mathematics from Jagiellonian University in Poland. He arrived in England—one of the key centers of anthropological thought—at precisely the right moment to benefit from the decades-long debates regarding appropriate ethnographic data collection methods that had been taking place. A year before his arrival, in a 1909 meeting of the principals from Oxford, Cambridge, and the London School of Economics, it was decided that the term ethnography would be used in specific reference to “descriptive accounts of non-literate peoples”—as distinct from the historical and comparative-based term ethnology (Radcliffe-Brown, 1952 , p. 276). We can thus mark this meeting as arguably the first collective effort to delineate ethnography as the principle data collection method within the rapidly professionalizing field. 6

Arriving in England, Malinowski immediately connected with a small circle of scholars, dedicated to anthropological interests, calling themselves the Cambridge School. This group included Alfred Cort Haddon, William H. R. Rivers, and Charles Seligman, all of whom had participated in the 1898 Torres Straits expedition. The quality of the various anthropological writing projects Malinowski had undertaken prior to landing in England—including what would become his first book, The Family among the Australian Aborigines (1913/1963)—undoubtedly facilitated his acceptance into this distinguished group. Still, Malinowski’s emergence as the most recognized figure in the development of ethnography can largely be attributed to timing. At the time of his arrival, members of the Cambridge School were already grappling with many of the ethnographic revelations that Malinowski would eventually put forward in his seminal work, Argonauts of the Western Pacific (1922/1966). Malinowski can be distinguished as the last member of the Cambridge School to conduct fieldwork prior to the outbreak of World War I (Stocking, 1983b , p. 82) and the first professionally trained anthropologist to carry out research according to the most recent methodological advances of the time (Kuper, 1996 , p. 7). Consequently, when Argonauts was published a few years after the war, it stood alone as an implementation and representation of the culmination of prewar Cambridge School theorizing.

Malinowski embarked on his South Pacific fieldwork in 1914—carrying with him the 1912 edition of Notes and Queries , which had been considerably revised by Rivers (Myers, 1923 ). After a 6-month “apprentice’s trail run” on the island of Mailu in southern New Guinea (Kuper, 1996 , p. 12), the young researcher would more famously carry out two extensive periods—of a year each, 1915–1916 and 1917–1918—in the Trobriand Islands. During his initial Mailu fieldwork, Malinowski realized that his research became more productive when isolated from the prejudicial influences of the European administrators, missionaries, and traders who were also present on the island. Writing about this experience in Argonauts , he recounted, “It was not until I was alone in the district that I began to make some headway” (Malinowski, 1922/1966 , p. 6). This revelation sparked one of Malinowski’s most notable contributions to the practice of ethnography, which George Stocking ( 1983b ) described as “a shift in the primary locus of investigation, from the deck of the mission ship or the verandah of the mission station to the teeming center of the village” (p. 93). Such a positional shift facilitated a corresponding adjustment to his ethnographic posture:

In this type of work, it is good for the Ethnographer sometimes to put aside camera, note book and pencil, and to join in himself in what is going on. 7 … Out of such plunges into the life of the native … I have carried away a distinct feeling that their behavior, their manner of being, in all sorts of tribal transactions, became more transparent and easily understandable than it had before. (Malinowski, 1922/1966 , pp. 21–22)

In his preface to Argonauts of the Western Pacific , esteemed anthropologist James George Frazier hailed it as a “remarkable record of anthropological research” by someone who had “lived as a native among the natives” (J. G. Frazier, 1922 / 1966 , p. vii). For his part, Malinowski was exceedingly deliberate in foregrounding his methodological “innovations.” Thus, the myth of Malinowski—as the first field researcher to voluntarily remove himself from colonial quarters, (essentially) cut off all ties with “civilization,” and immerse himself in the world of “savages” as a methodological imperative for understanding their world—soon took legs. His prescriptive methods for doing this included long-term residence by a trained researcher; learning the local language rather than relying on interpreters; collecting as much data as possible on as wide a range of activities as possible—from the spectacular and ceremonial to the everyday and mundane—and taking copious field notes; and, when possible, partaking in social activities as a participant observer.

One of the most rehearsed explanations of ethnography, contained within the pages of Argonauts , is Malinowski’s oft-cited goal of “grasp[ing] the native’s point of view” (Malinowski, 1922/1966 , p. 25). This decree to recognize and (to some degree) prioritize the subjectivity of non-Western peoples marked a transformative moment in how anthropology was practiced. No longer simply viewed as the objects of study, the perspectives of rational native actors provided the platform for developing anthropology’s relativist doctrines. By advocating for the internal logics underlying each culture, anthropology came to serve a critical role in exposing the prejudice and racism surrounding evaluations of cultural difference (Baker, 2010 ). 8 Together, Malinowski’s prescriptions amounted to a methodological manifesto (Strathern, 1987 ) that championed experiential modes of understanding, contextualization, and the distinction between ideal and actual behavior as signaling the capacity for agency within social structures.

In the most celebrated histories of anthropology, the idea of participant observation–based fieldwork, which is at the core of modern ethnography, came into being through these methodological advancements. Yet, the myth of the “Malinowskian Revolution” (Kuper, 1996 , p. 32) belies the tremendous effort and attention toward refining anthropological research methods that were taking place prior to his arrival in England, as well as across the Atlantic among Franz Boas and his students (see Harrison, 2014 ; Lassiter & Campbell, 2010 ). Although Malinowski was not singly responsible for inventing these ethnographic standards, his archetype status has been significant to their reification. Furthermore, his position during the interwar period as England’s “only master ethnographer” helped him to further cement his progenitor status (Kuper, 1996 , p. 1). 9 For most of the 20th century and now continuing into the 21st, the image of “going off” to a fieldwork site far removed from the university community one is a part of, for a minimum of 1 year, has been a rite of passage within sociocultural anthropology; and for much of this time, the importance of conducting research in non-Western societies—what some have critiqued as anthropology’s intrinsic process of Othering (Deloria, 1969 ; Magubane & Faris, 1985 )—was rationalized as “absolutely essential” to the development of an anthropological perspective (Mead, 1952 , p. 346).

Far and away the most celebrated ethnographic conventions practiced outside anthropology came from a collection of researchers associated with the University of Chicago’s department of sociology. Generally speaking, the Chicago School 10 formed through the combined influences of Malinowskian fieldwork methodologies and German phenomenological theory (Jones, 2010 ). Through their conceptualization of urban life as an assemblage of “natural areas” or “little communities,” researchers affiliated with the Chicago school, under the direction of Robert E. Park, imagined the city as a social laboratory through which to examine secular differences—primarily oriented around ethnicity and various forms of civic otherness. With an extensive background in newspaper work and having served as “a sort of secretary” to Tuskegee Institute founder and notable African American spokesman Booker T. Washington (Faris, 1967 , p. 28), Park arrived in Chicago in 1913 with keen interests in issues surrounding urban life, race relations, ethnic heterogeneity, and processes of assimilation. Soon thereafter, Park dedicated himself to training graduate students and, indeed, several of the most significant works to come out of the program during the interwar period were authored by his students (Blumer, 1998 ). 11

While ethnography has long-standing roots in sociology, its centrality to the discipline has never matched its position as the “hallmark methodology” of anthropology (Sunderland & Denny, 2007 , p. 13). From the outset, sociology’s ethnographic efforts were firmly intertwined with anthropology. 12 Thus, although Chicago sociologists gave a good deal of attention to particular aspects of methodological training, their most inspired forays into fieldwork were often characterized as a closer-to-home version of what anthropologists do. 13 We can see this in Park’s justifications for the kinds of research he was most interested in advancing. In an important essay advocating for the scientific value of researching the city, Park explained:

Anthropology, the science of man, has been mainly concerned up to the present with the study of primitive peoples. But civilized man is quite as interesting an object of investigation.… The same patient methods of observation which anthropologists like Boas and Lowie have expended on the study of the life and manners of the North American Indian might be even more fruitfully employed in the investigation of the customs, beliefs, social practices, and general conceptions of life prevalent in Little Italy on the lower North Side in Chicago, or in recording the more sophisticated folkways of the inhabitants of Greenwich Village and the neighborhood of Washington Square, New York. (Park, 1925/1967 , p. 3)

Years later, in describing his own attraction to this ethnographic tradition, Howard S. Becker ( 1999 ) explained, “You had all the romance of anthropology but could sleep in your own bed and eat decent food” (p. 8).

Still, the model of urban-based fieldwork put forth by Chicago School sociologists was an important predecessor to the way ethnography is thought of and practiced today. For much of the 20th century, anthropological field research focused on small, isolated communities where it was possible to get to know most members, map out kinship relations, and, at least, imagine that one was getting a comprehensive portrayal of society. 14 In the early 21st century, virtually all ethnographers adopt a topic-oriented approach, which focuses on one or more specified aspects of and/or social networks within what are understood to be much more complex and globally interconnected societies. As a result of the metropolitan settings of their research, urban sociologists, unlike their colleagues in anthropology, were compelled to acknowledge that they were dealing with specific dimensions of social life and/or subcultures that were situated within larger societal contexts.

The origins of ethnography as a professionalized methodological (research) and representational (writing) practice are most squarely situated within the discipline of anthropology. Recognizing these foundations in no way implies that ethnography is the exclusive purview of anthropology or, for that matter, that anthropologists should have exclusive right in determining what does and does not qualify as ethnography (Atkinson, 2017 ). Indeed, some of the most significant methodological considerations leading up to ethnography’s now-standard insistence on reflexivity (see the section Ethnographic Comportment) issued from the application of sociology’s symbolic interactionist theories to circumstances surrounding the ethnographic encounter (Berreman, 1962 ; Junker, 1960 ); and today many of the most exciting works surrounding ethnography issue from transdisciplinary spaces. I therefore echo Magdalena Kazubowski-Houston and Virginie Magnat’s ( 2017 ) call for “coalition and collaboration between like-minded ethnographers across the social-sciences, the arts, and the humanities” (p. 11). Yet these historical foundations continue to serve as methodological anchors for ethnographers.

Ethnography as Methodology

In discussing ethnography, commentators sometimes incorrectly treat it as a method rather than a methodology. The difference is significant. A method is simply a tool or technique used to collect and/or analyze data. Ethnographers typically utilize a variety of tools and techniques during the course of their research, including but not limited to establishing rapport; selecting informants; using a range of interview and/or focus group forms; making observations—both participatory and nonparticipatory—and writing field notes based on them; conducting surveys, genealogies, and domain analyses; mapping fields; transcribing texts; and coding data. 15 In contrast, methodologies are established norms of inquiry that are by and large adhered to within distinct research traditions. A methodology, therefore, involves theoretical, ethical, political, and at times moral orientations to research, which guide the decisions researchers make, including their choice of methods. Accordingly, it can be thought of as a philosophy of research practice, analysis, and description. Later in the chapter, I detail three of the most fundamental methods that ethnographers commonly utilize—namely, participant observation, field-note writing, and ethnographic interviews. However, first I outline several key attributes that, in my view, contribute to any instance of research being ethnographic and then highlight three philosophical positions—or what I call paradigms —that ethnographers orient themselves in relation to when conducting research.

Ethnographic Attributes

In this section I outline five essential priorities that distinguish ethnography. I offer these, in part, as a corrective to what I regard as the casual and commonplace misappropriation of it as a stand-in for all types of qualitative research (Kazubowski-Houston & Magnat, 2017 ). Building on my earlier definition, these attributes should be regarded as important orienting principles that scholars trained in ethnography and aware of its historicity hold in common.

Ethnography and Culture

Harry F. Wolcott asserted that the critical attribute distinguishing ethnography from other forms of qualitative research is a focus on describing and interpreting cultural behavior. In other words, at its core an ethnography must include an intentional engagement with and “working resolution” toward understanding culture (Wolcott, 1987 , p. 45). Wolcott called this ethnographic intent . The specifics of this “working resolution” may vary. Culture, according to Stephen A. Tyler ( 1969 ), provides the framework for recognizing and describing how “people make order out of what appears … to be utter chaos” (p. 6). Yet for the inquiring ethnographer, culture might be conceptualized as being revealed through people’s behaviors, the expressed ideals that guide such behaviors, or the discovery of underlying frameworks through which situational choices are made. Each of these, or some combination, can have implications for how ethnographic researchers go about their craft.

Debates over a precise definition of culture notwithstanding, ethnography has traditionally rested on a principle of cultural comparison, perhaps best reflected in the anthropological maxim of “making the strange familiar and the familiar strange.” For earlier generations of ethnographers—primarily anthropologists and sociologists (see the section Historical Foundations of Ethnography)—this was accomplished by traveling to starkly different social settings, which brought about the inevitable comparisons with the home “culture” (as the term was then understood 16 ). As the lens of ethnographic inquiry expanded to include spaces and places that did not initially appear to be particularly distinct from the ethnographer’s home (Messerschmidt, 1981 ), this comparative mode of sense-making became more implicit than explicit. The native ethnographer, for instance, conducting research in her own community, would appear to start from the same cultural foundations as the people she (participant) observes. Yet, as a trained ethnographer—someone who has read cultural theory and been exposed to several cross-cultural ethnographic studies—she makes sense of her observations in relation to the wealth of documented scholarship on cultural diversity. 17 Thus, she is less likely to generalize distinct cultural practices as the “normal way” people do things and more apt to frame her observations and understandings in conversation with foundational and recent thinking about culture.

Ethnography and Contextualization

Ethnographies prioritize contextualization, meaning that particular people and the situations they find themselves in are best understood in relation to broader factors that impact them—including, but not limited to, historical, local, political, economic, and religious factors. Anthropology, in particular, has historically recognized interconnections and mutual influences between various aspects of social life—or what anthropologists call holism . Following from this, ethnographers take an open-minded, inductive approach to what might potentially be considered data. In other fields of research where deductive reasoning —that is, the idea that truth follows from a sequence of conditional premises that can be empirically verified—is prioritized, efforts are made to silence external noises in the interest of focusing on what researchers determine are the most salient factors and variables. The inductive reasoning that guides ethnographic research starts from the assumption that such noises have consequence—they not only impact social conditions but also, at times, reflect deeper structural workings of culture.

Contextualization also impacts situational constructions of meaning. To illustrate what I mean here, I turn to the work of Clifford Geertz ( 1973 ), who famously defined ethnography as “an elaborate venture in … ‘thick description’ ” (p. 6). Referencing a thought experiment conducted by philosopher Gilbert Ryle ( 1971 ), Geertz elaborated on thick description through the example of a rapidly contracting eyelid. Whether such action amounts to an involuntary twitch of the eye or a “conspiratorial signal to a friend” (i.e., a wink) is entirely contextual. Accordingly, a thin description of behavior—“her left eye blinked”—tells us very little. Through understanding such things as the circumstances under which the blink occurred, the intention of the blinker, the prevalent social codes that may or may not mark the blink as meaningful, and whether this meaning was received and understood, we get a better sense of what is going on. Thick description, then, in the words of anthropologist Karin Narayan ( 2012 ), can be summarized as “layering meaning into closely observed details” (p. 8). Noticing and describing something as subtle and instantaneous as a blink requires careful attention to detail; it means observing social life with the same heightened sensitivity that we use when perceiving works of art (Willis, 2000 ). Yet, without proper contextualization, such descriptions have limited ethnographic value.

Ethnography as Iterative

In addition to being governed by inductive principles—meaning that research “starts from the data rather than from a hypothesis to be tested, or even from a fixed research question” (Hammersley, 2008 , p. 69)—ethnography proceeds as an iterative mode of inquiry. By this I mean that ethnographers continually re-engage with their research questions, fundamental assumptions, methods of inquiry, and accumulated data toward the goal of refining their work—which can sometimes include making a radical change in direction. Consequently, ethnographic research designs must be flexible enough to allow for the expected surprises and misadventures that arise when an individual (serving as a research instrument) engages in the daily lives of other people—who are inevitably continuing along the unforeseeable journeys that are their lives—for a prolonged period of time. Even at its most scientific, ethnography is resolutely a human science conducted in a real-world laboratory. As such, the ethnographic enterprise is saturated with circumstances, situations, and personalities that are unanticipated and often uncontrollable. Barbara Tedlock ( 2000 ) elaborated:

No matter how much care the ethnographer devotes to the project, its success depends upon more than individual effort. It is tied to outside forces, including local, national, and sometimes even international relationships that make research possible as well as to a readership that accepts the endeavor as meaningful. (p. 466)

Indeed, one of the most predictable aspects of ethnographic research is its unpredictability, so much so that statements along the lines of “I began my research intending to study X but wound up studying Y ” are now standard ethnographic writing conventions. I would go so far as to suggest that an absence of such sentiments (i.e., everything working out according to plan) is greeted with more suspicion than their presence.

Recognizing how ethnographic data and interpretation evolve simultaneously, James Spradley ( 1980 ) offered a cyclical model of ethnographic inquiry—what he calls the ethnographic research cycle —as distinct from the linear research models (i.e., define the problem, formulate hypotheses, gather and analyze data, draw conclusions) found in the other social sciences. According to Spradley ( 1980 ), each phase of ethnographic inquiry (data collection and analysis) informs new questions:

The cycle cannot wait until you have collected a large amount of data.… You need to analyze your fieldnotes after each period of fieldwork in order to know what to look for during the next period of participant observation. (pp. 33–34)

As such, a strict sequence of prescribed methods will not suffice. Ethnography achieves virtue and vitality through its lack of prescription, by continuously straddling the line between structured research design and improvised inquisitive adventure. Gary Alan Fine and James G. Deegan ( 1996 ) described ethnography as “a puzzle of mysterious design” that is “only known when the researcher has decided that it is close enough to completion” (p. 441). Through iterative processes of tacking back and forth between experiences and reflections, ethnographers piece together their research projects.

Ethnography then should be thought of as involving iterative–inductive–inscription practices . 18 It is iterative in the sense that it involves recurrently engaging with theory, data, and analysis (O’Dell & Willim, 2011 ); it is inductive in that ethnographers approach this engagement with open minds and few preconceptions about where data will lead them; and it is inscriptive in foregrounding writing as its principal mode of recording data, analyzing data, and representing social life (Richardson & St. Pierre, 2005 ).

Ethnography and Empathy

The ethnographic project is variously empathetic. Through intersubjective engagements—most notably via participant observation—ethnographers aspire to “imaginatively experience the feelings, thoughts, and situation” (Davis, 2014 , p. 6) of people they work among. As such, ethnography encourages a degree of intimacy between researcher and researched that, at its best, recognizes and appreciates their mutual implication in the production of knowledge (Lassiter, 2005 ; Sluka & Robben, 2012 ). Ethnographers’ commitments to the people and communities they conduct research among are both moral and political. Academically situated ethnographers—on the basis of their training, disciplinary identities, and institutional affiliations—are mandated to protect the interests of the people and communities they work among by following institutional and disciplinary guidelines surrounding research, most notably those pertaining to informed consent, deception , and confidentiality . 19 In addition, trained and invested ethnographers recognize their charge to reveal, unsettle, and at times undermine the institutions and forces through which social inequalities are maintained and perpetuated. Thus, ethnographers are consistently attentive to the interests of disempowered groups. When working among such groups, these commitments to social justice result in alliances and recognitions of researched communities’ roles in evaluating the quality of ethnographies (Harrison, 2018 ). In contrast, when working among power-wielding groups—what Laura Nader ( 1972 ) called studying up —ethnographers should feel some obligation to use their position and access to uncover and even disrupt the workings of power. This can take many forms. However, its absence—for example, using conventional ethnographic methods for the explicit purpose of perpetuating social inequalities—in these enlightened times 20 is simply not ethnography.

This notion of ethnographic empathy also pertains to the reception of works ethnographers produce. Ethnographic authors write toward the of goal of enabling their readers to envision themselves walking in someone else’s shoes and, what is more, to grasp people’s perspectives and understand their behaviors as resulting from alternative (or previously unrecognized) cultural logics. Ethnographers’ written accounts communicate person-to-person sentiments—inviting readers to imagine the situated interests and actions of someone else. Resembling, to some degree, how a politician might use a handful of personal stories to communicate something about the state of a nation during a national address, 21 the most evocative ethnographic writings utilize sentimentality and emotion in detailing individual’s stories and particular episodes. As such, their representational power lies in their informational richness and ability to communicate affect , as opposed to other research traditions that prioritize statistical validity or theoretical applicability. Indeed, by providing compelling testimonies, which embrace the emotionality and messiness of real life (Law, 2004 ), ethnographies do more to complicate and therefore advance existing theories than to straightforwardly confirm them.

Ethnography and Narrative

Storytelling saturates ethnography. Ethnographers collect stories from people firsthand, on their own terms, or in such close proximity to them that they powerfully reflect something about the way culturally situated actors move through their worlds (Turner, 2007 ). As researchers, we invite such stories through open-ended ethnographic interviews (see the section Ethnographic Interviews) where participants are asked to share their personal histories, their perspectives, and/or what is most meaningful to them about a given topic. Ethnographers are also told personal narratives while building rapport and deeply hanging out (Wogan, 2004 )—for example, when getting a ride home from an open-microphone event (Harrison, 2009 , p. 64) or while sharing cramped living spaces (Holmes, 2013 ). In addition, ethnographers are regularly featured actors in the stories they recount. Contemporary ethnography mandates degrees of reflexivity and transparency, both of which demand that researchers share aspects of their personal stories and provide some accounting of the research experiences that led them to know what they know. These stories—often culled from interview transcripts or field journals or pieced together from various sources (Brand, 2007 )—get recirculated, re-created, or re-placed, sometimes verbatim, in ethnographic texts.

Ethnographers are foremost writers. A primary aspect of their data collection involves writing field notes (see the section Field-Note Writing). In crafting these and other data into finished works, they indulge ethnography’s aspirations and ability to reach broad audiences and to communicate sophisticated meanings through artful storytelling and other experimental modes of academic writing. As a thickly descriptive research genre, ethnographic texts may, at times, appear to threaten too much information; however, when done well, the layered meanings activated through such dense contextualization circle back to show their relevance. Accordingly, ethnographic writing should be undertaken as a writerly endeavor—meaning that authors acknowledge the intelligence of their readers and, therefore, allow space for them to construct their own meanings and make their own sense of certain aspects of an ethnographic account. 22

The Story of the College Visit

A few years after completing my dissertation, I was invited to speak to an anthropology class at a small liberal arts college where I was giving a guest lecture. The students had read a short piece—recounting the story of a gathering in Golden Gate Park following an open-microphone event—that would become the introduction to my first book, Hip Hop Underground (Harrison, 2009 ). 23 I spent a few minutes talking about my research in relation to the passage and then opened the floor for questions. A few questions in, a young man raised his hand and began explaining how he had grown up in San Francisco, had probably “partied” on the same Golden Gate Park picnic tables that I mentioned in my piece, and was someone who considered hip-hop close to his heart. At this point, he looked away, focusing on the paper on his desk and, in thoughtful, measured tones explained that whenever he read an academic piece on hip-hop he found himself getting defensive. Mine was the first piece he had read where he did not have that feeling. “That’s ethnography,” I said.

Paradigmatic Plasticity

Throughout the course of their research and writing, ethnographers orient themselves around certain theoretical, ethical, and political commitments. At their foundation, these commitments involve questions of ontology (concerning the nature of reality), epistemology (how we know what we know), and axiology (relating to morals and values). Following Patricia Leavy ( 2009 ), I use paradigm as an umbrella term that encompasses the range of philosophical stances, assumptions, and goals that surround research endeavors. Although the philosophies guiding ethnographic research are quite often unstated, at moments when they come into conflict the results can be explosive.

The Story of the Conference Incident

Several years ago, I attended an interdisciplinary conference where, in response to a few last-minute cancelations, the organizers decided to combine two panels. This made sense at the time. First, although the panel topics were different, they overlapped under the broader theme of the conference. Second, a single panel would attract a larger audience for all of the presentations—indeed, by the time I arrived it was standing room only. Last, such a move would spare one presenter from the awkwardness of being the lone panelist in a 90-minute session. However, in deciding to combine panels, the organizers overlooked or chose to ignore the paradigmatic differences informing the respective audiences that would be drawn to each panel. This did not become an issue until the final presentation: a masterful explication on the functionality of various strategies for alleviating conflict among competing social groups. During the question-and-answer period, an audience member—who had obviously come to see presentations initially slated for the other panel—questioned the researcher’s right to reduce people’s behaviors to such all-too-neat formulations, the evidentiary basis on which his claims were being made, as well as his investment in the communities through which, in making his academic career, he appeared to be profiting from. Chaos ensued as the two parties went back and forth in a heated exchange—with the accused researcher at one point even blurting out, “You don’t know me!” Thankfully, there were only a few minutes left in the session. As the panel came to a close, various colleagues approached the two combatants to endorse their action and/or console, as appropriate.

As a research tradition, ethnography straddles multiple paradigms. With its roots in anthropology—regarded as the most humanistic of social sciences and the most scientific of humanities (Redfield, 1953 )—such paradigmatic plasticity is to be expected. Yet, as ethnographic practices have migrated to a wide range of academic disciplines and interdisciplinary spaces, the potential for paradigmatic disputes over what is and what is not “good” and/or legitimate research has become more pronounced.

By my reckoning, both parties involved in the conference incident would rightly consider their work ethnographic. Yet where activities of research (i.e., methods) may appear similar, the foundational philosophies of knowledge (i.e., epistemologies) and ideas about how it should be applied through endeavors labeled “research” can look radically different.

In considering different paradigmatic orientations surrounding qualitative inquiry, Thomas Schwandt ( 2000 ) highlighted three areas of concern that are instructive for my discussion of ethnography. I adapt them here:

Cognitive concerns surrounding how to define, justify, and legitimize claims to understanding.

Social concerns regarding (in this case) the goals of ethnography.

Moral concerns as to how to “envision and occupy the ethical space” between ethnographers and those they research in responsible, obligatorily aware, and status conscious ways (see Schwandt, 2000 , p. 200).

Before briefly outlining some of the paradigms that surround ethnography, I offer a few caveats. Whereas defining and labeling paradigmatic frameworks is useful, it would be a mistake to give too much attention to trying to fit a particular researcher or even an instance of ethnographic research neatly into one category. Ethnographic experience is perpetually ephemeral, meaning that at times ethnographers are prone to move, transform, and shape shift between different paradigmatic classifications. Attempts to categorize also tend to highlight differences over time and disciplinary space. While differences clearly exist—the above-mentioned conference incident stands as a testament to this—the need to neatly place individuals or projects in particular boxes closes down the possibility of also seeing commonalities and furthermore belies the nuanced nature and theoretic eclecticism of ethnographic inquiry. Nonetheless, in what follows, I discuss three philosophical traditions that ethnographers might move between and draw from as paradigmatic resources.

Positivism is premised on a belief in what is referred to as naive realism —that is, the notion that there is a reality out there that can be grasped through sensory perception. As such, it holds empirical data—that which is produced though direct observations—as definitive evidence through which to construct claims to truth. In doing so, positivism prioritizes objectivity, assuming that it is possible for a researcher to detach him- or herself from values, interests, or the clouding contamination of bias and prejudice. Following this formula, good research is achieved through conventional rigor—that is, dutifully following a prescribed, systematic series of steps surrounding data accumulation and analysis. In that positivism recognizes a fundamental (capital “T”) Truth, which it is believed researchers can apprehend, researchers anchored in this tradition are more prone to concern themselves with questions of transferability (i.e., can the findings from one setting be applied to another?) and generalizability (i.e., can the findings from a particular context be generalized to the whole?) on the assumption that such Truth has potential relevance for a broad range of social circumstances and cultural contexts. Although few, if any, contemporary ethnographers would define themselves as strict positivists, it is nonetheless important to discuss positivism as foundational to any social scientific enterprise. To some extent, outlining the tenets of strict positivism may be useful in explaining what most ethnographers are not. However, before dismissing it too quickly, I should point out that, particularly with regard to the mandates of certain gatekeepers of credible research reporting, ethnography is not as far removed from its positivist principles as some of its practitioners would like to think. Postpositivist orientations 24 toward valuing empirical evidence, making efforts toward detached objectivism, and deductive reasoning continue to carry weight, even if researchers are less confident about their conclusions.

Interpretivism

Interpretivism, which issues from an acknowledgment of the constructed nature of all social reality, recognizes no single all-encompassing Truth, but rather multiple (small “t”) truths that are the products of human subjectivities. Thus, cultural and contextual specifics are critical to understanding, and inductive reasoning becomes the privileged path to making sense of unwieldy social realities. Reality, which is shaped by experience, thus becomes something to be interpreted. Such interpretivism sees human action as inherently meaningful with meanings being processual, temporal, and historically unfinished. The subjectivity of the ethnographer is quite consequential here. Under any form of interpretivism, the outcomes of researcher bias are acknowledged. Sometimes efforts are made to mitigate researchers’ subjectivities. Such techniques might involve reflexive journaling, inventorying subjectivities, and other attempts to manage and track bias (Schwandt, 2000 , p. 207n11). Yet, increasingly, interpretivist approaches accept that within ethnography the human is the research instrument and, as such, cultural, social, and personal frames of reference are inescapable.

Critical Research

The critical research paradigm focuses on the workings of power, with attention to axes including (but not limited to) race, gender, ethnicity, age, class, sexuality, and differential abilities. As opposed to the positivist stance of neutrality and detachment, critical researchers distinguish themselves by their personal and sometimes emotional investment in the welfare of the individuals and communities they work among. Critical researchers are committed to using their research to empower such communities by working with them to create meaningful social change. 25 As such, they aspire to make the processes surrounding research transparent to both the communities they work among and their various audiences. Critical perspectives emerged in connection with various social movements of the 1960s and 1970s and, accordingly, are often fashioned as a form of scholar activism. Recently, participant action and collaboration have become key methodological imperatives shaping the relationships formed around various critical research projects. Through such developments, questions regarding who initiates research, controls its direction, and owns its products have become vitally important.

Ethnographers do not just take part in the daily lives of the people they conduct research among; as a consequence of their participation, they impact people’s lives and, in turn, are implicated in them. It is therefore difficult to separate cognitive, social, and moral concerns surrounding research. All are influenced by the research paradigm(s) the ethnographer observes. Paradigmatic orientations affect the entire ethnographic process, starting with the ways research is conceived of and designed, what qualifies as data, and ultimately how such data are treated.

Through the previous discussion of paradigms and essential attributes, I have drawn attention to ethnography as a research methodology, as opposed to a method. Again, this distinction is important to my effort to differentiate ethnography from qualitative field research more generally. Nevertheless, when someone mentions doing ethnographic research, a handful of research activities (or methods) come to mind. These include having sustained contact with a community of people through participant observation, writing field notes, and (usually) interviewing. In the following sections, I give each of these research conventions additional consideration.

Participant Observation

Participant observation, as the term suggests, refers to a research disposition somewhere between full participation, just like (or as) a member of a community, and strictly observing. While participant observation is often conceptualized as a location on a continuum between these two extremes—with ideally some level of balance 26 —I believe it is better thought of as a simultaneous process that oscillates between varying degrees of participation and observation. Such oscillations occur both situationally and temporally. In the case of the latter, they might take place in the context of a particular event or more generally over the course of different research phases. Participant observation has historically been championed as providing the virtues of both an insider’s (participant) and an outsider’s (observer) perspective. As a foundation of ethnographic understanding, a discussion of this insider/outsider binary is instructive even if such neat distinctions rarely, if ever, exist in the lived world.

Whereas a recognized goal of ethnography is to grasp people’s understandings of their world, since its inception the primary means of achieving this goal has been through experiential understanding. Writing in his introduction to Argonauts , Malinowski (1922/1966, p. 5) recalled that, to “get … the hang of tribal life,”

I had to learn how to behave, and to a certain extent, I acquired “the feeling” for native good and bad manners. With this, and with the capacity of enjoying their company and sharing some of their games and amusements, I began to feel that I was indeed in touch with the natives, and this is certainly the preliminary condition of being able to carry on successful field work. (p. 8)

Yet to simply grasp the native’s point of view is often not enough. Ethnographers have long recognized that “those cultural features of a particular society that are the most deeply ingrained are the least likely to be explicated and questioned by native members themselves” (Wengle, 1988 , p. xvii). As a consequence of ethnocentrism —that is, the tendency for all people to position their own cultural beliefs and practices at the center of their worldview (i.e., to see them as “normal”)—native members of a cultural group are at times blind to many of the most salient aspects of their lifeways. 27 Thus, a flexible and situated position somewhere between an insider and an outsider is typically upheld as ideal.

As a practice, participant observation involves an inherent critique of interviewing. Although interviewing is fundamental to most ethnographic projects, advocates of participant observation are quick to point out that, if the goal is to understand behaviors and worldviews in their cultural context, interviews alone will not suffice. There is usually some disjuncture between what people do and what they say they do. At one level, this can be seen as a distinction between ideal and actual behavior. In an interview setting, people are more likely to shade their representations of behaviors toward cultural ideals. For example, studies point out the tendency among Americans to underreport the amount of alcohol they consume (Rathje & Murphy, 1992 ). Whether consciously underreported or not, this pattern is likely connected to the cultural ideal against drinking too much. Yet even in circumstances where a strong cultural ideal is not in play, people’s behaviors amount to more than what they choose or are able to tell an interviewer in the context of an interview. Native language speakers, for example, would have considerable difficulty explaining the rules to their language or how they know what they know without additional linguistic training. Even in a situation where both conditions are met (someone is aware and can explain ), an interviewee must make decisions about what to emphasize and what to ignore or gloss over. Such choices might lead them to steer clear of topics that the interviewer would find salient. 28

To return to the drinking example, in particular settings where the ability to consume a lot of alcohol is linked to status, it may be likely that quantities will be overreported. Of course, such settings are usually informal, are semiexclusive, and involve peer groups—for example, the stereotypical morning after the college fraternity party. Another advantage of participant observation over interviewing alone is that it provides access to these interior spaces. Fieldworkers achieve this by locating such spaces, gaining access (including building rapport), and, notably, spending time there. The famous Hawthorne studies on worker productivity found that people tend to alter their behavior for short periods of time under the scrutiny of a researcher or observer (Landsberger, 1958 ). Such reactivity can jeopardize ethnography’s aspirations for naturalistic inquiry. Thus, an ideal, if nearly unattainable, goal of participant observation is that the researcher becomes familiar enough within the research setting that everyday life proceeds as if he or she was not there. Factors surrounding this include duration of time in a setting, resemblance between researcher and members of the researched community, and level of participation.

Duration of Time in the Setting

The general rule is that the longer a researcher stays in “the field,” the more accustomed people become to his or her presence—not to mention the greater the understanding of what is going on. Yet this is conditional. Wolcott ( 1987 ) pointed out that, “based on any one researcher’s skill, sensitivity, problem, and setting, optimum periods of fieldwork may vary” (p. 39). Nevertheless, it is worth noting that within anthropology the Malinowski-derived standard has been a minimum of 1 year in the field.

Resemblance between Researcher and Members of the Researched Community

This resemblance includes both physical and social resemblances. Greater resemblance, in theory, facilitates “life as usual,” whereas notable differences are a perpetual reminder that there is a researcher present. Some of the most recognizable differences concern race, language proficiency, decisions regarding self-presentation, and, in certain instances, age and gender.

Level of Participation

This, in part, depends on the researcher’s aspirations—for example, a researcher may aspire to a stance that, at different times, involves full participation or minimum participation (Junker, 1960 ). At the same time, and in conjunction with the previously noted factors, the various communities researchers engage have differing levels of accessibility and inclinations toward hospitality (e.g., insisting that someone “join in”); and beyond language alone, researchers have different competencies 29 —all of which can impact their level of participation.

In sum, participant observation is simultaneously the most fundamental, complex, and uncertain method of ethnographic research. Its temporal parameters can range from strictly designated fieldwork outings—for example, a few hours in the field on a weekday afternoon—to an all-consuming living experience (24 hours a day) spanning several years. Its spatial parameters can be as narrow as a Midwest college bar (Spradley & Mann, 1975 ), as broad as multiple sites across a global landscape (Wulff, 1998 ), and as amorphous as translocal (Gupta & Ferguson, 1997 ) and virtual (Nardi, 2010 ) fields of activity. 30 While a good deal of planning goes into participant observation research projects, the combination of its ill-defined parameters and the fact that it plays out in the lived world render it difficult to forecast and, consequently, a largely improvised endeavor.

Field-Note Writing

A second principal method of ethnographic research is the creation and management of ethnographic field notes. These systematic in-the-field writings are inextricably linked to participant observation in that they serve as the primary means of recording the detailed observations and insights gleaned through such experiences. Accordingly, the quality and character of field-note writing have implications on an ethnographer’s ability to accurately and effectively report research findings. 31 Historically, field notes received little methodological attention. Like ethnography more generally, their resemblance to people’s everyday activities—particularly the act of keeping a personal journal or diary—cultivated the belief that instructions to simply “write down everything you see and hear” would suffice. In the literature that has since emerged on field-note writing, there is no consensus on a single correct method. I would advise any researcher to use the available methodological prescripts as guidelines but to develop particular routines and procedures that align with their own best writing habits as well as the specific circumstances of research. Nevertheless, a handful of best practices consistently show up in the literature and together illustrate why field-note writing and keeping a diary are not one and the same.

Schedule a significant amount of time each day or soon after each fieldwork “outing” to write field notes. Details fade with the passage of time, so do not unnecessarily delay field-note writing. In a full-immersion fieldwork situation—where participant observation comprises the entirety of one’s living experience—this practice of writing field notes (i.e., articulating and reflecting on observations and experiences) can be thought of as the major nonparticipatory endeavor that the researcher consistently engages in.

Employ jottings or “scratch notes” (Sanjek, 1990 , p. 96)—that is, quickly scribbled words or phrases, written in the context of participant observing, intended to jog one’s memory when writing. A researcher should always carry a small notebook or some equivalent jot-recording technology (e.g., a small handheld recorder). Additionally, when observing/experiencing the world with the intention of documenting it through field-note writing, it is important to rely on all one’s senses and not merely vision alone. Sounds, smells, tastes, and touches can all be powerful means to creating scenes on a page.

Organize different approaches to field-note writing categorically. For example, Emerson et al. (2011, pp. 57–79) discussed four general field-note subcategories: (a) descriptions based on concrete sensory details of physical spaces, people, objects, or actions, (b) dialogues between people, (c) characterizations portraying how a person acts and lives, and (d) narratives involving either sketches (i.e., snapshots) of a setting/character or episodes illustrated through continuous action and interaction. In all of these categories, it is important for the field-note writer to distinguish between that which is concrete and/or directly observed—for example, verbatim quotes—and that which is inferred, approximated, or logically assumed (Bailey, 2017 ). Field notes can additionally take the form of methodological notes (highlighting research techniques used and/or planned), analytic notes (periodic forays into conceptual understandings that strive to approximate professional writing 32 ), and personal notes (therapeutic and potentially revealing outlets for discussing one’s relationships, feelings, and emotions).

Ethnographic Interviews

Ethnographers typically conduct interviews as a primary method of research. However, whereas participant observation is so central to ethnography that some well-practiced scholars might be forgiven for simply—and in my view, mistakenly—equating the two, interview-based research and ethnography are distinctly different (Becker & Geer, 1957 ; Lamont & Swidler, 2014 ). Ethnographers, like most qualitative researchers, conduct interviews, but, unlike participant observation, interviews alone do not come close to approximating ethnography.

Ethnographic interviewing is distinct from what I will call general interview-based research in several ways. First, ethnographic interviews typically take place after a researcher has been in the field for some period of time. Ethnographers do not enter the field assuming they know what is most important; firsthand experience in a social arena is thought to facilitate better interview questions (O’Reilly, 2012 ). It is furthermore presumed that a level of familiarity between researcher and researched, and perhaps even mutual respect, leads to better research collaborations.

Second, ethnographers understand and at times analyze interviews as speech events—meaning that an interview is more than just a transcript of questions and answers. Contextual factors including (but not limited to) place, time, body language, fluidity of dialogue, and prior relationship between interviewer and interviewee may all have a bearing on the way an interview plays out (O’Reilly, 2012 ). In fact, an ethnographer may find as much value in what a person chooses not to talk about as in what they emphasize. Additionally, the texture of statements—such things as inflection, accent, volume, and cadence—combined with context, can often alter the literal meaning of what is said.

Finally, some ethnographers consider everyday dialogue with people in the field as a form of informal interviewing. If an interview is defined as a consciously initiated verbal exchange through which a researcher—primarily via questions and answers—learns from the people they conduct research among about a given topic, we must be cognizant of the fact that, during the course of participant observation–based fieldwork, these types of exchanges take place all the time. At what point does asking someone how to take the bus downtown or inquiring, over coffee, about why someone did not join his or her sister in visiting a relative turn into an interview? The point is, with participant observation research, these distinctions are conditional and often undefined.

Participant observation, field-note writing, and ethnographic interviewing are by no means the only research methods ethnographers employ. The data collection techniques of ethnographic research are often determined pragmatically in relation to theoretical orientations, research questions, and the availability and appropriateness of various options. Ethnographers also gather and analyze pieces of material culture, make nonparticipatory behavioral observations; record videos; take photographs; engage in community mapping; conduct surveys, genealogies, and domain analyses; and examine archival documents, censuses, and various media materials, in addition to a range of other methods. Nevertheless, participant observations, the field notes they inspire, and interviewing comprise the core practices of most ethnographic researchers.

Ethnographic Comportment

As a final framework for understanding ethnography and what distinguishes it from other forms of participant observation–based field research, I introduce the idea of ethnographic comportment as a politics of positionality, which bears on an ethnographer’s conduct and demeanor throughout the research and writing process. The critical awarenesses that underly ethnographic comportment, in many respects, are extensions of ethnography’s now-standard mandate for reflexivity. Generally speaking, reflexivity in ethnography amounts to an awareness of “one’s own role in the construction of social life as [ethnographic research] unfolds” (O’Reilly, 2012 , p. 11). It involves “a continual internal dialogue and critical self-evaluation” regarding one’s positionality, assumptions, and agendas (Berger, 2015 , p. 220). The origins of reflexivity can be traced to ethnographers’ postwar rise in self-consciousness (Nash & Wintrob, 1972 ), which was fully realized with anthropology’s 1980s postmodern turn (Clifford & Marcus, 1986 ; Marcus & Fischer, 1986 ). In the early 21st century, reflexivity is thought of as both an important aspect of ethnographic knowledge production and a means to assessing research accountability and validity. Trained ethnogra phers are well aware of this—to the point, perhaps, where reflexivity becomes embodied knowledge or a part of who we are.

Ethnographic training also includes familiarity with ethnography’s history and key debates (McGranahan, 2014 ). This history began during the colonial era at a time when, according to Kathleen Gough ( 1968 ), “Western nations were making their final push to bring practically the whole pre-industrial non-Western world under their political and economic control” (p. 401). Anthropologists, particularly, are well schooled in this history and, as a foundation of contemporary disciplinary training, debate the extent to which past ethnographers were willingly and/or unwillingly complicit in furthering it (see Lewis, 2013 ). Ethnographers working in sociology observe a similar tradition of researching marginalized urban communities (Vidich & Lyman, 2000 ) and representing them in ways, or through analytical categories, that were often not consistent with their self-understandings and/or best interests.

Training in ethnography should also incorporate considerations of the power dynamics that continue to shape ethnographic encounters (Koivunen, 2010 ; Wolfe, 1996 ). These critical awarenesses inspire sensibilities that ethnographers carry with them throughout the research enterprise. I am in no position to prescribe the exact decisions and actions that follow from such awarenesses. Does the White British ethnographer researching in Ghana meaningfully grapple with the politics surrounding the favorable attention she receives as a European in Africa, or does she simply explain that Ghanaians are nice and she had no trouble building rapport? Does she struggle with the historical implications of potentially projecting her own frames of understanding onto contemporary Abron music practices or does she simply report what she understands she is seeing and move on? The choice is up to the ethnographer; however, it should be made with some understanding of and critical reflection on the enterprise she is taking part in. To summarize, ethnographic comportment involves a historical awareness and reflexive self-awareness of one’s participation in ethnography as a research tradition. Following João de Pina-Cabral’s ( 1992 ) assertion that ethnographers match what they observe “against the accumulated knowledge of [their] discipline” (p. 6), I maintain that such knowledge increasingly includes a critical outlook on both the historical and the resonating fault lines of ethnography as practiced.

At a moment when the (mis)use of ethnography as an umbrella term for any and all qualitative research threatens its integrity, researchers who are seriously invested in ethnography are reflexive of their participation in this research tradition. Accordingly, they adopt a disposition of accountability for their role in advancing rejuvenated and/or progressive forms of ethnographic practice. Throughout the process of research, ethnographers are (self-)conscious about how they comport themselves in relation to their research and the people they are researching among; they are also conscious—albeit often abstractly—of the end product that they are working toward. Such textual awareness (Van Maanen, 2011 ) influences their decision-making throughout the various, flexible, and often unforeseeable stages of an ethnographic project. When their work is finished, they hope that both their in-the-field conduct and their written ethnography will be regarded as good (see Harrison, 2018 ) and, in the best of instances, that the latter will contribute to furthering the ethnographic tradition in positive ways.

In sum, ethnographic comportment is predicated on the idea that the embodied knowledge a researcher has accrued through disciplinary and methodological training guides them, as a form of improvised analysis, throughout the ethnographic enterprise toward the goal of producing work that is valued in its own right, (usually) by the researched community, and as part of the ethnographic tradition.

At a time when the proliferation of ethnography threatens to untether it from its core commitments and fundamental modes of inquiry, I see a pressing need to reprofessionalize ethnography by calling attention to its historical foundations, outlining its central practices and research principles, and presenting new frameworks, which I believe are helpful in grasping and gauging its contemporary significance. An awareness of ethnography’s history—its complicated engagements with colonialism and progressive humanism—should inform all efforts to move it forward. Beyond key practices like participant observation, field-note writing, and ethnographic interviewing, ethnography is marked by its attention to culture as an explanatory construct, lavish contextualization, iterative modes of data collection and analysis, empathetic engagements, and abundant storytelling. In embracing these attributes, ethnographers thoughtfully observe, reflect on, and represent the complexities of social life and culturally situated perspectives of people.

Ethnographers are not particularly adept at problem solving, in large part because the knowledge they procure, produce, and distribute is expansive, conditional, and historically unfinished. While “bucolic wise men” gather at the village store and resolve gun control debates or immigration issues in minutes, the ethnographer among them is perpetually suspicious of such quick answers. She understands that her job is to listen for meaning. She may participate—to extend the dialogue or maintain her own internal dialogue as she reflects on the grounded perspectives being shared around her. Above all else, she recognizes that people on all sides of a debate have convictions, passions, and frameworks of understanding that should be respected and that, as researchers, we should aspire to better understand. Increasingly, such patience and attention to human complexities are under threat by assembly line modes of academic production that treat time and knowledge as commodities. Yet by resisting these inclinations—and offering a counter to narrow definitions of research efficiency—ethnography secures its relevance to understanding the varied ways people live their lives and means through which they know what they know.

Future Directions

How can ethnography continue to flourish within contexts of accelerating academic production? How can it maintain its patient, thoughtful, and unfinished research practices at a time when academic value is equated with efficiency, volume of output, and tangibility of results?

Given that many people in the early 21st century engage with digital/social media technologies as aspects of their daily lives, how can ethnography best attend to the intersections between virtual and physical worlds?

In contexts of increased political and methodological conservatism, where institutional review boards require completed research designs and protocols as prerequisites to approval, how can ethnographers represent their iterative and inductive modes of research in ways that comply with institutionally mandated expectations?

As the lines between ethnography and everyday life become increasingly fuzzy, what new modes of ethnographic understanding and representation should be acknowledged and embraced?

In ethnography’s postpostmodern reformulations and trajectories, how should researchers map the borders of the field (ontologically and in terms of the various interests that ethnographic studies can serve)?

Ethnography’s foundations are in writing culture, yet, historically, ethnographers are deeply implicated in the project of literatizing nonliterate societies. Given this paradox, what nonliteral forms of ethnographic representations might a contemporary, critical, and historically informed ethnographic project take? How can we move beyond writing culture ?

Here, I am using field in both the traditional sense of fieldwork conducted within a physical place/space and in the Bourdieuian sense of a field of cultural practice (Bourdieu, 1984 ).

Ethnographies can also take the shorter form of essays and professional journal articles, as well as nonliterary forms like “films, records, museum displays, or whatever” (Geertz, 1973 , p. 19n). Recognizing this—yet in the interest of avoiding cumbersome qualifications—throughout the remainder of the chapter I treat ethnography foremost as a writing practice.

Etymologically, ethnography combines ethno , meaning “culture (or race),” and graphy, meaning “to write, record, and describe.” Thus, ethnography can be thought of as the process and product of writing, recording, and describing culture.

In addition to my own writings, there is a wealth of very good work on ethnography’s history—for example, see Darnell ( 2001 ), Jones ( 2010 ), Kuper ( 1996 ), Lassiter ( 2005 ), and Stocking ( 1983a ).

Broadly speaking, the distinction between social and cultural anthropology is based on national traditions, with the former practiced in England and the latter in the United States. More specifically, British (social) anthropology has historically stressed the interrelationships between social institutions and observes foundational figures like Malinowski and Alfred R. Radcliffe-Brown, whereas American (cultural) anthropology recognizes cultural coherences as outlined through the work of Franz Boas and Ruth Benedict (Garbarino, 1977/1983 ).

In the introduction to Argonauts of the Western Pacific , Malinowski ( 1922/1966 ) included a footnote explaining that, “according to a useful habit of the terminology of science, [he] uses the word Ethnography for the empirical and descriptive results of the science of Man, and the word Ethnology for speculative and comparative theories” (p. 9, fn).

Historically, the masculine pronouns he/him/his were used as universal references to all people—in this case falsely implying that all ethnographers were men. Rather than cluttering the text with numerous [ sic ]s, I let these pass without further comment. In instances where I offer gendered pronouns, as a general (but not exclusive) rule, I use the feminine she/her/hers. Following Margery Wolf ( 1992 ), I do not do this “to privilege the female voice but to call attention to the way in which the supposedly generic ‘he’ does in fact privilege the male voice” (p. 56).

Malinowski was certainly not the first to acknowledge the importance of “native subjectivity”—in fact, several commentators have highlighted this as an area where American anthropologists greatly outpaced their British counterparts (Bunzl, 2004 ; Darnell, 2001 ; Lassiter & Campbell, 2010 ). Indeed, cultural relativism as an anthropological movement is most prominently connected with Franz Boas and his students, Margaret Mead ( 1928/1961 ), Melville Herskovits ( 1972 ), and, most famously, Ruth Benedict ( 1934/2005 ). Yet the significance of Malinowski’s powerful dictate to understand native subjectivities—as a “goal, of which an ethnographer should never lose sight” (1922/1966, p. 25)—is illustrated by the frequency with which he has been and continues to be cited.

A short list of Malinowski’s students at the London School of Economics includes Raymond Firth, E. E. Evans-Pritchard, Hortense Powdermaker, Edmund Leach, Jomo Kenyatta, Lucy Mair, Audrey Richards, and Meyer Fortes.

Howard Becker ( 1999 ) is critical of this designation, arguing that “ ‘Chicago’ was never the unified chapel … [nor] unified school of thought” that many believe it to have been (p. 10).

These include Nel’s Anderson’s The Hobo (1923/1961), Frederick Thrasher’s The Gang ( 1927 ), Louis Wirth’s The Ghetto ( 1928 ), Harvey W. Zorbaugh’s The Gold Coast and the Slum (1929), Paul Cressey’s The Taxi-Dance Hall ( 1932 ), and E. Franklin Frazier’s The Negro Family in Chicago ( 1932 ).

For example, until 1929, the department at Chicago was known as the Department of Sociology and Anthropology. Among the (other) notable anthropologists in the department during these formative years were Boas’s students, Edward Sapir and Fay-Cooper Cole; Robert Redfield, who married Park’s daughter; and Ralph Linton, who taught classes there while affiliated with Chicago’s Field Museum (Faris, 1967 ).

Commenting on the improvisational nature of anthropological ethnography, Lisa H. Malkki ( 2007 ) suggested that sociologists approach ethnography “with a different sensibility” (p. 186, n2). Additionally, there appears to be some historical reluctance within the sociological tradition to refer to their brand of field research as ethnography. In Buford H. Junker’s ( 1960 ) seminal introduction to social science fieldwork, for example, based on extensive interviews with University of Chicago student fieldworkers, ethnography is only referenced on a few occasions. In one telling passage, Junker describes the ethnographer’s task of “start[ing] from scratch by learning the language of his esoteric people” in opposition to the sociological field worker operating “in some part of an otherwise already familiar cultural milieu” (1960, p. 70).

Malinowski ( 1922/1966 ) specifically said that “one of the first conditions of acceptable ethnographic work certainly is that it should deal with the totality of all social, cultural, and psychological aspects of a community, for they are so interwoven that not one can be understood without taking into consideration all the others” (p. xvi). This idea of anthropology as a holistic science—assuming the interconnections and mutual influences between various aspects of social life—continues to be reiterated in the introductory chapters of almost all discipline textbooks.

Several very good overviews of the qualitative research methods used in ethnography exist, including Bailey ( 2017 ), Bernard ( 1995 ), Emerson, Fretz, and Shaw ( 2011 ), Gobo ( 2008 ), Hammersley and Atkinson ( 1995 ), Pawluch, Shaffir, and Miall ( 2005 ), and Spradley ( 1980 ).

Whereas historically ethnographers thought of their work as focusing on neatly bounded cultures, usually (mis)represented as being isolated from globalizing influences, 21st century ethnographers understand their work to be focused on culture as a socially orienting concept—accordingly, the term shifts from being a noun to an adjective (e.g., cultural beliefs, cultural values, cultural processes).

This is not to suggest, as others have (see Marcus & Fischer, 1986 , p. 156), that “native” ethnographers lose their capacity for radical critique as a result of their Western anthropological training (McClaurin, 2001 ).

In making this characterization, I am building on Karen O’Reilly’s ( 2012 ) description of ethnography as an iterative–inductive process .

See Christians ( 2000 ) for a thorough discussion of these three guiding pillars surrounding qualitative research ethics.

I insert this qualification to recognize an earlier (less enlightened) period when some would argue that ethnography was used as an instrument of colonial domination (see Asad, 1973 ; Deloria, 1969 ; Gough, 1968 ).

I make this comparison based on behavior, not presumed intent. I am well aware that many people view politicians as being disingenuous. I am in no way implying that ethnographers operate with insincere intentions. Thank you to Steve Gerus for bringing this similarity to my attention.

I juxtapose this understanding of writerly against the example of an instruction manual, which as a very unwriterly text does not recognize its readers’ capacity to think on their own and therefore presents information in unimaginative ways with the intention of providing little room for alternative interpretations.

This can be found in Harrison, 2009 , pp. 1–6.

For a short summary of postpositivism, see Bailey ( 2017 ).

In particular cases, where such researchers work among more powerful groups, these commitments might be toward exposing the workings of power, thus leading toward the same ends of empowering those who are marginalized.

These in-between spaces are sometimes distinguished as observing participation and participating observation (see Bernard, 1995 ; Hammersley & Atkinson, 1995 ; Junker, 1960 ).

This is sometimes referred to as homeblindness , defined as being blind to crucial dimensions of one’s own lifeways because they are taken for granted (Czarniawska, 1997 ). While I acknowledge that ethnocentrism more typically involves putting one’s culture above others, I maintain that homeblindness is a product of ethnocentrism.

Additionally, there might be countless potential reasons for an interviewee to be less than forthcoming.

For instance, someone doing an ethnography of pickup basketball games may have easier access if he or she has a background in playing basketball.

Today, many people engage the virtual, online, social media, or networked worlds consistently throughout their daily lives. To the extent that ethnographers are interested in engaging with people in everyday settings and circumstances, it would seem reasonable and even potentially quite illuminating for ethnographers to be attentive to the intersections of online and offline activities (Lane, 2016 ).

There are several excellent books that discuss field-note writing; see, for example, H. Russell Bernard’s Research Methods in Anthropology (1995); Carol A. Bailey’s A Guide to Qualitative Field Research ( 2017 ); and Robert M. Emerson, Rachel I. Fretz, and Linda L. Shaw’s Writing Ethnographic Fieldnotes ( 2011 ). I strongly recommend that any novice researcher carry one of these books when embarking on fieldwork.

My definition of analytic notes is consistent with what Emerson et al. ( 2011 ) called in-process memos .

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Research Guides

Ethnographic Case Studies

Jeannette Armstrong; Laura Boyle; Lindsay Herron; Brandon Locke; and Leslie Smith

Description

This research guide discusses ethnographic case study. While there is much debate over what, precisely, delimits a case study , the general consensus seems to be that ethnographic case studies differ from other types of case studies primarily in their focus, methodology, and duration. In essence, ethnographic case studies are case studies “employing ethnographic methods and focused on building arguments about cultural, group, or community formation or examining other sociocultural phenomena” (Schwandt & Gates, 2018, p. 344), typically with a long duration, per the demands of ethnographic work. In essence, ethnographic case studies are case studies “employing ethnographic methods and focused on building arguments about cultural, group, or community formation or examining other sociocultural phenomena” (Schwandt & Gates, 2018, p. 344), typically with a long duration, per the demands of ethnographic work. Indeed, in its very situatedness, ethnography has a “case study character” and is “intimately related” to case studies (Ó Rian, 2009, p. 291); though there is currently a move to extract ethnographic work from overly situated contexts and use extended case methods, “[e]thnographic research has long been synonymous with case studies, typically conceived of as grounded in the local and situated in specific, well-defined and self-contained social contexts” (Ó Rian, 2009, p. 290). Because ethnography, in practice, is often a kind of case study, it’s useful to consider ethnography and case studies each in their own right for a fuller picture of what ethnographic case study entails.

Ethnographic research is one approach under the larger umbrella of qualitative research. Methodologically, it is, “a theoretical, ethical, political, and at times moral orientation to research, which guides the decisions one makes, including choices about research methods” (Harrison, 2014, p. 225), that is at its crux “based upon sharing the time and space of those who one is studying” (Ó Rian, 2009, p. 291)–a situated, nuanced exploration seeking a thick description and drawing on methods such as observation and field notes. According to …an ethnography focuses on an entire culture-sharing group and attempts to develop a complex, complete description of the culture of the group. Creswell and Poth (2018), an ethnography focuses on an entire culture-sharing group and attempts to develop a complex, complete description of the culture of the group. In doing so, ethnographers look for patterns of behavior such as rituals or social behaviors, as well as how their ideas and beliefs are expressed through language, material activities, and actions (Creswell & Poth, 2018). Yin (2016)  suggests that ethnographies seek “to promote embedded research that fuses close-up observation, rigorous theory, and social critique. [Ethnographies foster] work that pays equal attention to the minutiae of experience, the cultural texture of social relations, and to the remote structural forces and power vectors that bear on them” (p. 69).

Case study research, meanwhile, is characterized as an approach “that facilitates exploration of a phenomenon within its context using a variety of data sources” (Baxter & Jack, 2008, p. 544). The aim of case studies is precise description of reconstruction of cases (Flick, 2015). The philosophical background is a qualitative, constructivist paradigm based on the claim that reality is socially constructed and can best be understood by exploring the tacit, i.e., experience-based, knowledge of individuals. There is some debate about how to define a The philosophical background is a qualitative, constructivist paradigm based on the claim that reality is socially constructed and can best be understood by exploring the tacit, i.e., experience-based, knowledge of individuals. “case” (e.g., Ó Rian, 2009), however. As Schwandt and Gates (2018) write, “[A] case is an instance, incident, or unit of something and can be anything–a person, an organization, an event, a decision, an action, a location”; it can be at the micro, meso, or macro level; it can be an empirical unit or a theoretical construct, specific or general; and in fact, “what the research or case object is a case of may not be known until most of the empirical research is completed” (p. 341). The two authors conclude that given the multifarious interpretations of what case study is, “[b]eyond positing that case study methodology has something to do with ‘in-depth’ investigation of a phenomenon . . . , it is a fool’s errand to pursue what is (or should be) truly called ‘case study’” (p. 343, 344).

Baxter, P., & Jack, S. (2008). Qualitative case study methodology: Study design and implementation for novice researchers. The Qualitative Report, 13 (4), 544-559.

Creswell, J. W., & Poth, C. N. (2018). Qualitative inquiry & research design: Choosing among five approaches (4th ed.). Los Angeles, CA: SAGE.

Flick, U. (2015). Introducing research methodology . Los Angeles, CA: SAGE.

Rian, S. (2009). Extending the ethnographic case study. In D. Byrne & C. C. Ragin (Eds.), The SAGE handbook of case-based methods (pp. 289–306). Thousand Oaks, CA: SAGE.

Schwandt, T. A., & Gates, E. F. (2018). Case study methodology. In N. K. Dezin & Y. S. Lincoln (Eds.), The SAGE handbook of qualitative research (5th ed.; pp. 341-358). Thousand Oaks, CA: SAGE.

Yin, R. K. (2016). Qualitative research from start to finish (2nd ed.). New York, NY: The Guilford Press.

Key Research Books and Articles on Ethnographic Case Study Methodology

Fusch, G. E., & Ness, L. R. (2017). How to conduct a mini-ethnographic case study: A guide for novice researchers. The Qualitative Report , 22 (3), 923-941.  Retrieved from https://nsuworks.nova.edu/tqr/vol22/iss3/16

In this how-to article, the authors present an argument for the use of a blended research design, namely the Ethnographic Case Study, for student researchers. To establish their point of view, the authors reiterate recognized research protocols, such as choosing a design that suits the research question to ensure data saturation. Additionally, they remind their reader that one must also consider the feasibility of the project in terms of time, energy, and financial constraints.

Before outlining the benefits and components of the Ethnographic Case Study approach, the authors provide detailed narratives of ethnographic, mini-ethnographic (sometimes referred to as a focused ethnography ), and case study research designs to orient the reader. Next, we are introduced to the term mini-ethnographic case-study design, which is defined as a blended design that is bound in time and space and uses qualitative ethnographic and case study collection methods. The benefits of such an approach permit simultaneous generation of theory and the study of that theory in practice, as it allows for the exploration of causality.

Ethnographic Case Study research shares many characteristics with its parent approaches.  For example, subjectivity and bias are present and must be addressed. Next, data triangulation is necessary to ensure the collected qualitative data and subsequent findings are valid and reliable. Data collection methods include direct observation, fieldwork, reflective journaling, informal or unstructured interviews, and focus groups. Finally, the authors discuss three limitations to the ethnographic case study. First, this design requires the researcher to be embedded, yet the duration of time may not be for as long when compared to full-scale ethnographic studies.  Second, since there are fewer participants, there should be a larger focus on rich data as opposed to thick data, or said differently, quality is valued over quantity. Third, the researcher must be aware that the end-goal is not transferability, but rather the objective is to gain a greater understanding of the culture of a particular group that is bound by space and time.

Gregory, E. & Ruby, M. (2010) The ‘insider/outsider’ dilemma of ethnography: Working with young children and their families in cross-cultural contexts. Journal of Early Childhood Research, 9 (2), 1-13. https://doi.org/10.1177/1476718X10387899

This article focuses on the dilemma of insider and outsider roles in ethnographic work. It challenges the notion that a researcher can be both an insider and an outsider at the same time. There is no insider/outsider status; it is one or the other–not both.

It is easy to make assumptions about one’s status as an insider. It is not uncommon for a researcher to assume that because one is working amongst his/her “own” people sharing a similar background, culture, or faith that she/he is an insider. Likewise, a researcher may assume that it will be easy to build rapport with a community with which he/she has commonalities; however, it is important to keep in mind that the person may be an insider but the researcher may not have this same status. When the person enters into the protective space of family or community as a researcher, it is similar to being an outsider. Being a researcher makes one different, regardless of the commonalities that are shared. It is not the researcher’s presumed status of “insider” or “outsider” that makes the difference; rather, researcher status is determined by the participants or community that is being studied. It is wise for researchers to understand that they are distinctively one of “them” as opposed to one of “us”. This is not to say that researchers cannot become an “insider” to some degree. But to assume insider status, regardless of the rationale, is wrong. Assuming common beliefs across cultures or insider status can lead to difficulties that could impact the scope or nature of the study.

In conclusion, regardless of the ethnographic design (e.g., realist ethnography, ethnographic case study, critical ethnography), it is important for the researcher to approach the study as an “outsider”. Although the outsider status may change over time, it essential to understand that when one enters a community as a researcher or becomes a researcher within a community, insider status must be earned and awarded according to the participants in the community.

Ó Rian, S. (2009). Extending the ethnographic case study. In D. Byrne & C. C. Ragin (Eds.), The SAGE handbook of case-based methods (pp. 289–306). Thousand Oaks, CA: SAGE.

In this chapter, Ó Rian valorizes the problems and potential hiding within the vagaries of ethnographic “case” boundaries, arguing that “whereas the fluid and multi-faceted aspects of the ethnographic case pose dilemmas for ethnographers, they can also become resources for ethnographers in exploring theoretical and empirical questions” (p. 292). Indeed, he views the idea of firm case boundaries as a weakness, as “definitions of the case will rule in and out certain social processes,” and suggests ethnography’s flexibility can deal with this problem well because it permits researchers to “question the boundaries of the case as the study proceeds,” leading to a “de- and re-construction of the case that . . . places ethnography at the centre of a resurgent contextualist paradigm of social inquiry . . . that is increasingly self-consciously exploring its own theoretical and methodological foundations” (p. 304). Most of the chapter delves into these possibilities for exploration, offering an insightful (if occasionally difficult to follow) perspective on how they have been proceeding.

The chapter offers considerations that might be particularly helpful to researchers undertaking ethnographic case studies who are struggling to connect their cases, so firmly rooted in a particular context and their own personal experiences and observations, to a bigger picture. Ó Rian elucidates the reflexive strategies various ethnographers have adopted as they’ve sought “[t]o achieve a link between context-specific data and meso- or macro-level generalizations,” categorizing these strategies into three “interlocking extensions of case study research” (p. 292): personal extensions (related to “the shaping of the boundaries of the case by the ethnographer’s location within the field and . . . how ethnographers can convey their personalized experiences and tacit learning to readers” [p. 292]), theoretical extensions (which bridge the gap between the situated worlds being explored and “the larger structures and processes that produced and shaped them” [p. 292]), and empirical extensions (“creative efforts to experiment with the empirical boundaries of the ethnographic case” [p. 292] by bringing in, for example, historical context, social networks, etc.). The crux of his argument is that ethnographic researchers have a prime opportunity to push against the boundaries of their context and “extend their cases across space, time and institutional structures and practices” so that the ethnographer is “multiply, if perhaps a bit uncomfortably, situated” (p. 304), and also to include an “emphasis on the ongoing process of theoretical sampling within the process of the ethnographic study, with close attention to be paid to the paths chosen and rejected, and the reasons for these decisions” (p. 304). These kinds of extensions offer an opportunity for theories to “be refined or reconstructed” as the researcher attempts to locate their personal experience within a broader framework, allowing “[t]he case study . . . to challenge and reconstruct the preferred theory” while also connecting the case to a larger body of work, particularly because theory “carries the accumulated knowledge of previous studies” (p. 296).

Ó Rian’s in-depth descriptions of how other researchers have varyingly handled these personal, theoretical, and empirical extensions might be a bit overwhelming to novice researchers but overall can offer a way to “locate their cases within broader social processes and not solely within their own personal trajectories” (p. 294)–while also helping to situate their reflections and extensions within a larger body of literature replete with researchers struggling with similar questions and concerns.

This chapter offers an  in-depth, generally accessible (but occasionally overwhelming) overview of case studies of all sorts and integrates an extensive review of relevant literature. The authors provide an informed perspective on various considerations and debates in the case study field (e.g., varying definitions of what a “case” is construed to be; interpretive vs. critical realist orientations; the relative benefits of and techniques involved in different types of approaches), helping novice researchers locate and better describe their own approach within the context of the field. The information is quite detailed and delves into a wide variety of case study types, suggesting this chapter might best be first skimmed as an initial introduction, followed by more careful readings of relevant sections and perusal of the key texts cited in the chapter. The breadth of this chapter makes it a helpful resource for anyone interested in case-study methodology.

The authors do not specifically explore ethnographic case studies as a separate type of case study. They do, however, briefly touch on this idea, locating ethnography within the interpretive orientation (comprising constructivist approaches offering “phenomenological attention to lived experience” [p. 344]). The authors also cite researchers who distinguish it due to its “[employing] ethnographic methods and focus on building arguments about cultural, group, or community formation or examining other sociocultural phenomena” (p. 344). Ethnographic case study is placed in contrast to case studies that use non-ethnographic methods (e.g., studies “relying perhaps on survey data and document analysis”) or that “are focused on ‘writing culture’” (p. 344).

Two aspects of this chapter are particularly useful for novice researchers. First, it is worth highlighting the authors’ discussion of varying definitions of what a “case” is, as it can provide an interesting reconceptualization of the purpose of the research and the reason for conducting it. The second noteworthy aspect is the authors’ detailed descriptions of the four main case study uses/designs ( descriptive, hypothesis generation or theory development, hypothesis and theory testing , and contributing to normative theory ), which the authors beautifully align with the respective purposes and methods of each type while also offering insight into relevant conversations in the field.

Further Readings

Moss, P. A., & Haertel, E. H. (2016). Engaging methodological pluralism. In D. H. Gitomer & C. A. Bell (Eds.), Handbook of Research on Teaching (pp. 127–247). Washington, DC: American Educational Research Association.

Simons, H. (2014). Case study research: In-depth understanding in context. In P. Leavy (Ed.), The Oxford handbook of qualitative research (pp. 455–470). Oxford, UK: Oxford University Press.

Recent Dissertations Using Ethnographic Case Study Methodology

Cozzolino, M. (2014). Global education, accountability, and 21st century skills: A case of curriculum innovation . Retrieved from ProQuest Dissertations & Theses Global. (Order Number 3648007)

This dissertation is self-described as an ethnographic case study of a small, public, suburban high school in Pennsylvania. In this study, the researcher investigates the school’s process of integrating global education into its curriculum by implementing a school-wide initiative (Global Studies Initiative or GSI) as well as a program of study (Global Studies Credential or GSC). Cozzolino asserts that her framework has been shaped by both social constructivism and critical/Freirean pedagogy. From the constructivist view, she views knowledge as constructed through social interaction, and thus she sought to understand the world in which the research participants work, learn, and experience large parts of their lives. It is here that she situates the first three research questions that entail looking at the the GSI and the GSC in terms of their features, rationales, and implementations. The fourth question involves understanding the students’ views and perceptions of the GSC and here the author takes up a critical and Freirean pedagogy to honor and hear the voices of the students themselves.

The study design is therefore an embedded single-case study in that it is bound by the place (Olympus High School) and by its population. Furthermore, it is also a case within a case, as it seeks to understand the students’ perspectives of the global programming. The case study is ethnographically rooted through the multiple ethnographic data sources such as participant-observations and a prolonged engagement at the research site. Cozzolino embedded herself in the research site over a five-year period and became an active and invested member of the school community, thereby establishing a sound rationale for an ethnographic case-study approach.

The author concludes that there were some competing priorities about the overall initiative from stakeholders inside and outside the school district. This resulted in a less than ideal implementation of the program of study across the curriculum. Nonetheless, the students who were enrolled in these courses reported it to be a worthwhile experience. While Cozzolino presents specific recommendations for the improvements at Olympus High, she also offers implications for several other groups. First, she provides advice for implementation to other educational institutions that aim to integrate a global focus into their curriculum. Next, she gives recommendations for local, state, and national policy changes. Finally, she gives suggestions for engaging all parties in fruitful discourse to achieve their ultimate goal of implementing a meaningful and valuable global education curriculum.

Hamman, L. (2018). Reframing the language separation debate: Language, identity, and  ideology in two-way immersion . Retrieved from ProQuest Dissertations & Theses Global. (Order Number 2089463322)

This study explored the issues of surrounding language separation in two-way immersion (TWI) classrooms. The author looked at how classroom language practices and teacher ideologies influenced the student experience and how the students’ understanding of what it means to be bilingual is influenced in a classroom that purports to be equitable in terms of language use.

The study is theoretically grounded in sociocultural, critical, and postcultural theories and adapted Lemke’s ecosocial system to conceptualize TWI classroom. Hamman also drew upon translanguaging theory and dynamic bilingualism to provide a framework for a more modern and nuanced perspective of bilingualism, bilingual learning, and bilingual students.

The author combined a single-case study approach with ethnographic methods to “engage in close analysis of classroom language use and the discursive negotiation of identities and ideologies, while situating these analyses within a rich understanding of the sociolinguistic context of this TWI classroom” (p. 78-79). She employed various ethnographic methods such as taking fieldnotes, conducting participant observations, interviewing, and memoing. The study is “bound” in that it takes place in one 2nd-grade classroom with one teacher and 18 students over the course of one year.

Hamman concludes that student perspectives on language separation should be considered, since this forced separation of language influenced how they thought of their developing bilingualism and identity as bilinguals. Furthermore, the study envisages a linguistic “middle ground” to strict separation that allows for appropriate and meaningful spaces for linguistic negotiation. Finally, this dissertation asserts that the strict separation of languages codifies a monoglossic ideology mindset and limits learners’ possibilities for learning and making connections across languages.

Kim, S. (2015). Korean migrant youth identity work in the transnational social field: A link between identity, transnationalism, and new media literacy . Retrieved from University of Missouri-St. Louis Institutional Repository Library. https://irl.umsl.edu/dissertation/158/

This doctoral dissertation takes an ethnographic case study approach to explore the identity formation of transnational Korean youth. The researcher, herself a Korean immigrant to the U.S. navigating complex identity processes, focuses on these research questions: “1) what are the contexts in which migrant youth negotiate their identities? 2) how do youth understand and negotiate their sense of belonging? 3) how do youth’s [sic] cultural and literacy practices inform and shape their identities? 3i) how do youth make use of transnational new media for their identity work? 3ii) how do literacy practices potentially shape their identities?” (p. 7).

Drawing on Leander and McKim (2013), the author conceptualizes her study as a “connective ethnography” (p. 36) encompassing multiple spaces, both digital and physical, in which “space” comprises a variety of relationships, instead of a more traditional ethnography bounded by physical space. The “case study” aspect, meanwhile, refers to the four specific participants in which she chose to focus. She chose Korean immigrants in St. Louis, in general, due to their mobility between the U.S. and Korea, their high use of digital communication and information technology, and their limited access to the cultural resources of Korea in a Midwestern city. From an initial 32 possible participants purposively selected, the researcher chose four focal participants based on their Korean ethnicity, biliteracy in Korean and English, age (between 11 and 19 years old), residence in the U.S. (for at least 2 years), and their use of digital communication technologies. Data sources included an initial screening survey, an identity map each participant created, informal recorded conversations, recorded interviews in either English or Korean, field notes from the researcher’s interactions with the youth in various settings (home, school, community centers), and “literacy documents” (evidence of literacy practices from participants’ school and home, emails to the researcher, or activities in digital spaces). She used social semiotic multimodal discourse analysis and what she describes as “grounded theory thematic analysis” to analyze the data.

This is a reflective, thoughtful, and interesting dissertation. The author carefully notes the relationship between the data sources and her research questions, specifically addresses steps she took to ensure the validity of the data (e.g., triangulation via multiple data sources and theoretical frameworks, member checks, and feedback from her professors and other researchers), and discloses her own positionalities and biases. Her discussion includes not only a clear thematic exploration of her findings but also offers specific practical suggestions for how her findings can be applied and extended in the classroom.

Internet Resources

Abalos-Gerard Gonzalez , L. (2011). Ethnographic research . Retrieved from https://www.slideshare.net/lanceabalos/ethnographic-research-2?from_action=save

Created by Lance Gerard G. Abalos, teacher at the Department of Education-Philippines, this SlideShare, Ethnographic Research , explains that, regardless of specific design, ethnographic research should be undertaken “without any priori hypothesis to avoid predetermining what is observed or that information is elicited from informants . . .hypotheses evolve out of the fieldwork itself” (slide 4). It is also suggested that researchers refer to individuals from whom information is gathered as ‘informants’ is preferred over the term ‘participants’ (slide 4).

According to Abalos, “It is not the data collection techniques that determine whether the study is ethnographic, but rather the ‘socio-cultural interpretation’ that sets it apart from other forms of qualitative inquiry” (slide 6). A social situation always has three components: a place, actors, and activities (slide 8) and it is the socio-cultural interpretation of the interactions of these three that is the focus of the ethnographic research.

Ethnographic questions should guide what the researcher sees, hears, and collects as data (slide 9). When writing the ethnography, it is essential to ‘bring the culture or group to life’ through the words and descriptions used to describe the place, actors, and activities.

Abalos describes three types of ethnographic designs:

  • Realist Ethnographies : an objective account of the situation, written dispassionately from third-person point of view, reporting objectively on information learned from informants, containing closely edited quotations (slide 11-12).
  • Ethnographic Case Studies : researchers focus on a program, event, or activity involving individuals rather than a group, looking for shared patterns that develop as a group as a result of the program, event, or activity (slide 13).
  • Critical Ethnographies: incorporating a ‘critical’ approach that includes an advocacy perspective, researchers are interested in advocating against inequality and domination (slide 14).

As ethnographic data is analyzed, in any design (e.g., realist, case study, critical), there is a shift away from reporting the facts to making an interpretation of people and activities, determining how things work, and identifying the essential features in themes of the cultural setting (slide 22). “The ethnographer must present the description, themes, and interpretation within the context or setting of the culture-sharing group (slide 23).

Brehm, W. (2016, July 21). FreshEd #13 – Jane Kenway . Retrieved from http://www.freshedpodcast.com/tag/ethnography/ (EDXSymposium: New Frontiers in Comparative Education).

Jane Kenway is with the Australian Research Council and is an emeritus professor at Monash University in Melbourne, Australia. In this podcast, she explains “traditional’ forms of ethnography and multi-sited global ethnography, which are her area of specialization. She considers “traditional” ethnography to have three components: space, time, and mobility.

Insider/outsider stance is explained within the context of spatiality, community, and culture of space specific to ‘traditional” ethnography. Researchers are outsiders who are attempting to enter a space and become insiders, then leave the space once the research is completed. Research is conducted over an extended period of time in one place/space. As a result, researchers will get to know in an extremely intimate manner the ways of life of the community or group. “Work is supposed to be a temporality of slowness. In other words, you don’t rush around like a mad thing in a field, you just quietly and slowly immerse yourself in the field over this extended period of time and get to understand it, get to appreciate it bit by bit.” (minute 7:56).

“Traditional” ethnographers are not necessarily interested in mobility over time or exploring who enters and exits the site. Most ethnographers are only interested in the movement that occurs in the space that is being studied during the time that they are in the field. It is about looking at the roots of the space, not necessarily about looking at the movements into and out of the space.

Multi-sited global ethnography tries to look at the way bounded sites can be studied as unbounded and on the move, as opposed to staying still. It considers how certain things (e.g., things, ideas, people) are  followed as they move. The researcher moves between sites, studying change that is encountered in different sites. From this perspective, the interested lies in the connections between sites. Multiple sites with commonalities can also be studied at the onset, without the need to physically follow.

Paulus, T. M., Lester, J. N., & Dempster, P. G. (2014). Digital Tools for Qualitative Research. Los Angeles, CA: SAGE.

While this text is not solely about ethnographic case studies, it is rich with countless ideas for utilizing digital tools to aid in the multiple facets of qualitative research. In Chapter 5 of their text, entitled Generating Data, the authors dedicate a section to exploring Internet archives and multimedia data. They state that, “in addition to online communities, the Internet is rich with multimedia data such as professionally curated archives, ameteur-created YouTube and Vimeo videos and photo-sharing sites” (p. 81). They provide three specific examples, each explained below: The Internet Archive, CADENSA, and Britain’s BBC Archives.

The Internet Archive ( https://archive.org ) is a non-profit library of millions of free books, movies, software, music, websites, and more. The site also contains a variety of cultural artifacts that are easily available and downloadable. CADENSA ( http://cadensa.bl.uk ) is an online archive of the British Library Sound and Moving Image Catalogue. And finally, the BBC Archives ( http://www.bbc.co.uk/archive/ ) is a particularly useful site for researchers interested in reviewing documentary film and political speeches.

Wang, T. (2016, September). Tricia Wang: The human insights missing from big data. [Video file]. Retrieved from  https://www.ted.com/talks/tricia_wang_the_human_insights_missing_from_big_data

In this TED Talk, Tricia Wang discusses her ethnographic work with technology and advocates for the need to save a place for thick data as opposed to relying only on big data. She argues that while companies invest millions of dollars in generating big data because they assume it will efficiently provide all the answers, it routinely does not provide a good return on investment. Instead, companies are left without answers to the questions about consumer preferences and behaviors, which leaves them unprepared for market changes.

In turn, Wang coins the term thick data, which is described as “precious data from humans, like stories, emotions, and interactions that cannot be quantified” (Minute 11:50). Wang suggests that this thick data may only come from a small group of individuals, but it is an essential component that can provide insights that are different and valuable. As an example, while working for Nokia, her ethnographic experiences in China provided her with new understandings on the future demand for smartphones. However, her employer did not take her findings seriously, and as a result, they lost their foothold in the technology market. She posits that a blended approach to collecting and analyzing data (i.e. combining or integrating thick data analysis with big data analysis) allows for a better grasp on the whole picture and making informed decisions.

Her conclusions for a blended approach to data collection also have implications for blending ethnographic and case-study approaches. While Wang took more of an ethnographic approach to her research, one could envision what her work might have looked like if she had used an Ethnographic Case Study approach. Wang could have clearly defined the time and space boundaries of her various ethnographic experiences (e.g. as a street vendor, living in the slums, hanging out in internet cafés). This would have allowed her to infer causality through the generation of thick data with a small sample size for each location and bound by each group.

Ethnographic Case Studies Copyright © 2019 by Jeannette Armstrong; Laura Boyle; Lindsay Herron; Brandon Locke; and Leslie Smith is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Article contents

Ethnographic methods for researching innovative education.

  • Karen Borgnakke Karen Borgnakke Department of Communication, University of Copenhagen (UCPH)
  • https://doi.org/10.1093/acrefore/9780190264093.013.542
  • Published online: 29 July 2019
  • This version: 18 October 2023
  • Previous version

Ethnographic research in innovative education settings has shown the practical impact and conditions on both research and professional development of curriculum and teaching strategies.

Following the process of innovation in the educational sector, themes that are high on political and institutional agendas have included “information technology–enhanced learning” and currently show how organizational and pedagogical development also becomes a matter of digitalization. In online learning projects the curriculum development and the process of didactization are already digitalized and refer to the new digital learning culture.

Ethnographic methodology enables ongoing interpretation of educational development as reflected by professionals and teacher teams, thereby facilitating elucidation of changes and consequences. The general question can be expressed as follows: How can innovative education, associated online and/or offline learning processes, embedded digitalization, and the context be understood, described, and explored in a practical sense?

Against this background, ethnographic research is challenged to go beyond the rhetoric to explore the practical implications of the innovative process and associated discourse. The challenge has been approached in terms of research facing the innovative practice and renewing the ethnographic approaches across the spectrum from the policy and organizational levels to practical learning-level investigation. The challenge is also embedded in research contributing to mapping the field of practice or "mapping the paradigm” and cross-case studies covering different learning contexts.

The common highlighted theme is that changes in educational systems and practices are necessitating changes in ethnographic practices.

  • innovative full-scale projects
  • ethnographic fieldwork
  • digital culture
  • multisited studies
  • authentic complexity
  • mapping the field of practice
  • institutional ethnography
  • ethnography in learning
  • ethnographic methodology

Updated in this version

The title of this entry changed from the previous "Ethnographic Methods for Researching Online Learning and E-Pedagogy." The author has updated the text to include the impact of more recent events on the topic.

Facing the Main Challenge, Full Scale

In this article, ethnographic studies of innovative full-scale initiatives exemplify how the challenges for research include navigation in what can be regarded as experiments in the digitalization of educational institutions. In these experiments, all parts of involved organizations, at every level (school leaders, teacher teams, and students), are affected by, and must respond to, digitalization.

The main challenge seems to be posed by the new orders of magnitude. Initiatives range from the establishment of upper secondary information technology (IT) schools crammed with technology from cellar to ceilings ( Borgnakke, 2012 ) to online nursing education programs providing net-based teaching and learning from start to finish ( Borgnakke & Lyngsø, 2014 ). Digitalization affects not just one class, module, or academic subject but whole educational courses, full scale. When addressing the new full-scale magnitude of these experiments, it is necessary to consider not only a school or sector but trends and demands concerning the educational system as a whole. In such innovative and practical applications of the technologies, researchers can observe how the Internet, websites, and learning platforms become everyday tools for professional development of curricula and teaching strategies. Case studies and analyses also show how digital literacy or technacy of leaders and teacher teams is regarded as crucial for development of schools, education in general, and contributions to digitally oriented transformation ( Borgnakke, 2011b , 2017b ). Furthermore, shifts between the positions of educators as “teachers” and students as “learners” are also posing challenges in terms of description and understanding. As shown in close-up analysis ( Borgnakke, 2012 ), the digital literate teachers’ and students’ roles and action repertoires must be described both as innovative IT-based and as conventional school-based. In the IT-based classroom, there is a double logic to be understand before ethnographic research can conceptualize the learning context in a practical sense ( Borgnakke, 2021 ).

As discussed by Biesta (2005) , the political discourse and “new language of learning” prevail in connection with the learning industry the modern educational positions. These positions are by critical analysts regarded as the dominant, but narrow technical and instrumental argument for information communications technology (ICT)–oriented learning ( Haugsbakk & Nordkvelle, 2007 ; Player-Koro, 2012a ). Further, the scale is widening, as broader socio-techno-politico-economic changes are necessitating critical reflections on the pedagogical issues arising from the increasing virtuality of the social world ( Shumar & Madison, 2013 ). This is manifested in reflections on “the digital ages” and a challenge for attempts to understand technology-saturated society and its new media as a digital culture, or set of subcultures ( Coffey et al., 2006 ; Dicks et al., 2005 ). It is also manifested in studies of issues associated with distance learning in medical education ( MacLeod et al., 2015 ; Tummons et al., 2015 ) and development of bachelor’s and master’s degrees in dentistry and nursing ( Gwozdek et al., 2011 ; Lyngsø, 2019 ; Springfield et al., 2012 ).

This background highlights the necessity of coping with both digital learning culture in a broader sense and digital technologies as learning tools in a narrow sense. At the same time, educational ethnographic researchers are challenged to go beyond the political and educational rhetoric to explore the practical implications and associated discourses ( Borgnakke, 2015b ).

When ethnographic researchers try to meet the challenge, the basic concepts of “the field, the context and the space” ( Borgnakke, 1996a , 1996b ; Marcus, 1995 ) have to be renewed without losing the classically ethnographic approach to fieldwork ( Hammersley, 2006 ; Hernández et al., 2013 ; Webster & Marques da Silva, 2013 ). However, at the same time, in this article I also stress the necessity of moving beyond place-based ethnography. Leander and McKim (2003) identified this need and developed ethnographic methodologies for following the “moving, traveling practices of adolescents on- and off-line” (p. 211). The cited authors questioned not only conventional ethnographic approaches to issues such as place, identity, and participant observation, but also what they called “a common misconception of the Internet” as being radically separate from everyday life. Methodologies are underlined as ways of following connections and circulations in research “that travel across online- and offline spaces,” “tracing the flows of objects” and the multiple contexts. Tracing the flows of objects embedded in multiple contexts is important but not new.Indeed it is already integrated in the basic ethnographic framework (e.g., Borgnakke, 1996a , 1996b ; Marcus, 1995 ).

Accelerating e-pedagogical developments have made Leander and McKim’s observations, published in 2003 , increasingly salient. Ongoing projects mapping academic and profession-oriented learning contexts, have clearly confirmed that the Internet is no longer radically separate from everyday life, but a highly integrated element of everyday life at school, work, and home ( Borgnakke, 2015a ). For example, fieldwork in a project called NET education, designed to develop full-scale, innovative digital education in nursing (at VIA University College in Denmark) has shown that students are using the NET educational platform on a daily basis, integrated in both school settings and their own homes. They are also adding their own daily routines, using resources including combinations of the Internet, digital platforms, and mobile phones, for both working on their own assignments and networking with fellow students ( Lyngsø, 2019 ).

In a broader sense, the daily routine for teaching and learning is confirmed as a mix of media used in situations that can be conceptualized as “mediated” ( Hjarvard, 2008 ) and as a mix of online and offline situations where the flows of texts and multimodalities are in use ( Borgnakke, 2015a , p. 14). If daily situations are highly technologized, as shown by fieldwork in Danish IT-upper secondary schools, digitization permeated all didactical teaching and learning phases, from curriculum planning to course monitoring and evaluation ( Borgnakke, 2011b , 2012 ). In these cases, daily school routines are performed like living digital school life. . In other cases , the technologization is only high in specific professional training activities as observed, for example, in studies of cases in the healthcare sector. ( Borgnakke, 2016a ). In such cases, a physical space is set aside for mixed-media suites of “simulation-based learning” and the wide spectrum of IT-enhanced learning situations can be observed and related to the participative integration of students in healthcare teams and clinical practice. Borgnakke (2016a) analyzes this as an example of a mixed-media professional learning platform in a case study, called Case Canada.

Descriptions of the observed mixed-media situations as blended learning provide a needed overview of learning situations. Next, portraying the serial use of technological tools and platforms are important for rigorous ethnographic fieldwork and analysis. However, analysts of IT-enhanced platforms for either teaching or professional training in higher education face the same challenge: how can we conceptualize the platforms in practical use and contextualize the learning situation in terms of its authentic complexity?

I use the term “authentic complexity” in both general and specific senses. Generally, I suggest that we conceptualize learning as suchas learning processes situated in a practical (educational/work/professional) context. In an ethnographic study, the authentic complexity of this practical context is described in terms of (for example) “an ordinary day in the clinic,” by observing nursing students (and/or other participants) in their clinical practice ( Noer, 2016 ). “An ordinary day in the clinic” is filled with use of various healthcare technologies, procedures and interactions with other professionals and patients. It is, of course, also filled with different professional demands and positions as well as with emotional reactions. However, whatever the actors (or fieldworkers) choose to describe as embedded in “an ordinary day in the clinic,” it is still a part of “the authentic complexity” of the everyday context.

For example, a key element of the educational program at The Art Institute in San Francisco was “learning by participation in authentic artistic communities,” as highlighted by the program leader in an interview ( Borgnakke, 2013b , pp. 40–42). Another example is related to the previously mentioned Case Canada, where the claimed “necessity of authentic complexity” was encapsulated by Dierdre Jackman in an interview regarding the Rural Medical Care project ( Borgnakke, 2016b ). 1 She stated that you can have the best simulation technology, but “Unless you give them [healthcare students] the lived experience [of clinical practice] it makes no sense” ( Borgnakke, 2016b , p. 7). From an ethnographic perspective, this provides a crucial reminder of the need to consider what IT-enhanced profession-oriented learning means in the practical context.

In relation to case studies in which IT-enhanced organizational frameworks are investigated, we are confronted with a mixed-media blended strategy already integrated in the organizational development of online learning. This means that both the group of teachers, students and researchers worked within thecommon framework, coping with innovations as digital everyday conditions ( Innovation og Uddannelse, 2016 ). These are characteristics of the current innovative context, but as Hammersley (2006 , 2018) points out, ethnography follow processes of developmental changes in response to (blends with and follows) developments. Thus, developments in their investigated contexts become characteristics of ethnography too.

From an organizational perspective, the ethnographic framework encompasses the complex sets and interactions of policy, innovation, and e-pedagogical practical issues. Hence, ethnographic methodology must cope with the aforementioned double logic between IT-based and conventional school-based teaching and cope with embedded new conditions that teaching as a process of didactization also is a process of digitalization ( Borgnakke, 2021 ). In addition, it must cope with different political and institutional agendas and, as stressed in field studies of national and sectorial educational programs, with multiple interacting micro- to macro-level implications ( Borgnakke, 2010a , 2010b ). Policy and educational developments are no longer aimed at single schools or innovative interventions but rather at whole sectors across institutions, schools, and professionals. Thus, there are full-scale practical consequences (across the spectra of levels), and corresponding adjustments of ethnographic approaches are clearly required (as discussed in the special issues Seminar.net, 2015 ; Innovation og Uddannelse, 2016 )

Summarizing the main challenge for ethnographic methodology, there is a need to clarify and to understand the double logic and the full spectrum of developments, their interactions, and the meaning of full scale in late modern educational terms. In terms of analytical strategies, empirical overview and detailed close-up analysis are required. In general this means thatethnographic methodology capable of responding to “the new orders of magnitude” is required, sharpening thick descriptions of the field with critical discourse analysis and analysis of the learning practices. Let me therefore start the clarification by reiterating that the basic aims and traditions of ethnographic educational research are oriented toward practice, as manifested by action research, ethnographic education research, micro-ethnography, and classroom research (see, e.g., Beach et al., 2003 ; Borgnakke, 2013a ; Greenwood, 2009 ; Greenwood & Levin, 2007 ; Hiim, 2007 ; Klette, 1998 , 2007 ; Larson, 2006; Lindblad & Sahlström, 2003 ; Nielsen & Nielsen, 2005 , 2006 ).

Returning to Research Traditions Oriented Toward Practice

To understand practice orientation as a common feature, it can be emphasized thatresearch background and referenceshad interdisciplinary origins and practice-oriented aims. For example, in action research, rooted in Kurt Lewin’s thoughts and sociopsychological concepts, the American pragmatism propounded by Collier and Dewey, or the anthroposociological approaches pioneered by Foote Whyte, both the research strategy and object are strongly practice oriented ( Nielsen, 2012 ). This also applies to Scandinavian “critical classroom research,” where research is linked with strategies for experimental and development work, maintaining constant focus on practice and exploration of “what is happening in the inner world of classrooms” ( Borgnakke, 2013a ).

Tradition-rich lines of Scandinavian contributions to ethnographic methodology and theory have also been informed by critical theory and the research strategy propounded by Habermas (1968 , 1981 , pp. 548–593). Subsequent extensions include the critical constructive action research strategy described by Klafki (1977 , 2002) , a major aim of which was to remain “close to the school practice”.. The objective of this practice-oriented strategy was D evelopment of a critical constructive didactic , as stated in the title of a seminal article ( Klafki, 1977 ). In Klafki’s research, the classroom research tradition was maintained side by side with the Habermas-inspired tradition of ideology-critical strategies for empirical analysis. This strategy has also been applied in critical communications analysis ( Borgnakke, 1996a , 1996b ; Mortensen, 1972 , 1976 ) and can be considered a precursor to critical discourse analysis ( Fairclough, 1995 , 2005 ). Another seminal theoretical contribution, by Engeström (1996) , focused on corporate development work and was strongly inspired by works of Lev Vygoytsky. Engeström’s work has informed action research addressing not only the education system but also business organizations, and organizational development more generally.

The cited research programs are not recalled simply to confirm the orientation toward practice and treatment of practical issues in previous decades. Rather, they are recalled to emphasize the need to broaden current orientations in empirical, methodological, and analytical senses. Klafki´s conceptualization of research challenges the narrow foci of current political agendas, such as “ICT and learning,” “learning styles,” and “class management.” Further, it reinforces the requirement to reestablish critical basic empirical research, encompassing the whole school environment and organizational development.

To renew Klafki’s critical constructivism in empirical research, the new broader spectrum of ethnographic methods and field studies must be applied. Furthermore, in educational ethnographic environments, interest in participating in the production of knowledge of “what works,” a key concern in political circles, can also be traced. In this context, interest is seen in efforts to develop so-called meta-ethnography in the form of empirical cross-case analyses, with results and practice-oriented contributions of practical value for politicians, administrators, and policymakers ( Borgnakke, 2017a , 2021 ; Noblit & Hara, 1988 ; Uny et al., 2017 ; Hughes & Noblit, 2017 ).

Against this background, interest in research-based evaluation has been expanded, but methodical needs have arisen to implement case studies and empirical analyses at both the educational policy (macro-) level and practical, pedagogical meso-/micro-levels. Moreover, innovation and implementation of the new technologies are already important parts of the educational system’s “own experiments”. That range from the emergence of new learning resources to full-scale innovative institutions, like the Danish upper secondary IT schools and online learning–based professional bachelor’s degree programs.

The full-scale development efforts have a characteristic implementation process. Involving school leaders, faculties, teacher teams, and students, the common orientation toward practice is matched by an orientation toward practical implementation by different parties at different stages of work on curriculum design, teaching, and learning strategies. This reveals complexities that often can be missed in narrow analysisof specific issues or components . In the process of implementation all are part of the authentic complexity (to use the previously mentioned formulation), which cannot be properly grasped without considering the broader contexts.

Research being “oriented toward practice” is no longer sufficient, as there is a clear need to explore the practical processes, and different organizational levels and multiple actors simultaneously. Hence, there is a move from orientation toward practice to being consistent with the aim of exploring the field of practice , recognizing that “practice” and “practical actions” are continual processes at multiple organizational levels.

With such examples, the field of practice recalls the need for what has been characterized as multimethods and called multisited ethnography in research literature since the 1990s. However, regardless of the focus, the basic phrase “oriented toward practice” still requires clarification in terms of concepts, combination of methods, and framework. This clarification represents a new (or perhaps, more strictly, ongoing) challenge for ethnography. In attempts to meet it all, the fundamental ethnographic principles and methods are still applied, but they need to be (and are being) renewed and broadened as underlined in an overview by Beach (2017) . Therefore, let me follow this section on lines of traditions with examples of how ethnographic researchers have responded to the renewal of traditions and conditions.

Ethnographic Methodology Renewed, but Still Focused on Field and Practical Context

In the process of methodological development, ethnographic methods in recent decades were expanded but still closely related to the classical approaches. For example, although the Malinowskian tradition was criticized and renewed, it was still commonly referenced in the research literature, both in anthropology, social science, and cultural sociology generally (e.g., Marcus, 1995 ; Willis, 2000 ) and in specific research areas like education (e.g., Borgnakke, 1996a , 1996b ; Hammersley & Atkinson, 1983 ; Spindler, 1987 ; Walford, 2008 ; Woods, 1996 ). Looking back at these examples, despite differences in cited research, ethnographers engaged in a continuous dialogue about the basic methodological principles. These were highlighted as the principle of contextualization, exploration of the field, and the tradition of “long-term fieldwork.” These authors described and/or cited both new interpretations and new clarifications. For example, smaller formats of long-term fieldwork were specified, such as “intensive field work” ( Woods, 1996 ), and new clarifications were linked to data and the question of validity. Notably, criteria such as a need for data to have “ecological validity” were highlighted ( Borgnakke, 1996a , pp. 147–149; Hammersley & Atkinson, 1983 ) and data collection processes were clarified in connection with an extension of concepts of what constitutes “a field” and what “a field” means for the ethnographic framework.

In these examples, an empirical-analytical reflection and extension of what “a field” means for the ethnographic framework could be discerned. In addition, examples of a theoretical reflection and extension could include Pierre Bourdieu’s concept of “field” (French: champ ), Michel Foucault’s discourse concept, and Thomas Kuhn’s paradigm concept ( Bourdieu, 1994 ; Foucault, 1966 ; Kuhn, 1970 ). These contributions enable comprehensible reference to areas of research like “the medical field,” “the Western European Union discourse,” or pedagogical paradigms, like the “problem-Project based paradigm.”

Such extensions renew the tradition and broaden field research, while keeping classical fieldwork alive. In contrast, a new interpretation developed during the 2000s, so-called virtual ethnography or NET ethnography, tends to reject the contextualization principle and field concept ( Hine, 2000 ; Landri et al., 2014 ; Webster & Marques da Silva, 2013 ). Focusing on the virtual, the contextual anchor is jettisoned, and the field concept becomes infinite and partially redundant. As in the previously mentioned statement by Leander and McKim, when moving beyond place-based ethnography, I follow the NET-ethnographic argument. However, I still maintain, with online education serving as an example, that for ethnographic education research neither requirements for contextualization nor the validity of the field concept have been revoked. Both are still essential. Indeed, an online education platform like the worldwide Coursera has a market-based economic context, an academic context and university site (e.g., Stanford), and practical contexts (e.g., students’ own homes, libraries, cafés, or trains). Thus, the Coursera platform, the Internet, work in front of the computer, and associated interactions are all elements of the learning context, which is virtual, physical, manual, and social ( Borgnakke, 2015a ).

Ethnographic studies in the previously mentioned online NET education project (Nursing Education) show how ethnographic fieldwork has to consistently perceive and follow these changing online/offline contexts, including observations of students studying at home. However, confirmation of the ethnographic contextualization principle is accompanied by a need to extend and sharpen the framework, in relation to both the broader field and the whole sector, in order to address the changes and diversity of contexts. For example, in large-scale Scandinavian educational research projects, the classical fieldwork approach has been developed to cover school communities, multiple educational sites, and intensively studied development projects in specific selected schools or educational projects (e.g., Beach & Dovemark, 2007 ; Innovation og Uddannelse, 2016 ; Ôhrn & Holm, 2014 ; Player-Koro, 2012b ; Søndergard & Hasse, 2012 ).

In associated development of fieldwork methodology, participant observation, material/product collection, spontaneous conversations, and systematic interviews have been coupled, focusing on specific cases, innovative projects, or issues. In addition, empirical data and material related to the institutional or organizational levels involved have been collected, with explicit reference to:

Management level (policy materials, action strategy documents);

Employee/colleague level, teacher/teacher relations (curricula delivery plans, or innovative projects); and

Teaching and learning practice level, teacher/student-groups (courses and series of activities) ( Borgnakke, 1996a , 1996b , 2013a ).

The methodological challenge for ethnographic research is to cope with these levels and allocated activities while resisting fragmentation by maintaining a holistic view of the educational context and school life. This also applies to incorporation of specialized elements of ethnographic research, for example, organizational ethnography ( Ybema et al., 2009 ) or institutional ethnography ( Smith, 2005 ). Various inspiring methods to apply, and aspects to consider, in explorations of organizational contexts and leader/management-level phenomena have been published. For example, Tummons (2017) applied Dorothy Smith’s ideas on institutional ethnography, recognizing the value of document analysis in a study on information communications technology–based medical education. My previous fieldwork confirms the need to construct what I have conceptualized, in line with Smith (2005) , as “the institutional text-corpus” and integrate “the authoritative texts”in ethnographic analyses covering the levels outlined here ( Borgnakke, 1996b ).

In case studies of higher education that started with fieldwork at IT schools between 2000 and 2007 , the institutional text-corpus was even more important for the ethnographic process. Described in line with Darnton (1982) and Van der Weel (2001) in relation to the digital communications circuit, the text corpus and circuit was a multimodal digital version, including home pages with documents, pictures, and movies produced by the schools “about the schools” and learning platforms used in the classrooms. However, despite the importance of these text (and media) collections it should be stressed that the ethnographic principle of contextualization still encompasses a need to understand the embedded textualized and mediated interactions and relations between the involved institutional actors, such as professionals, leadership teams, teachers, and/or students ( Borgnakke, 2015a , pp. 13–14).

The ethnographic tradition and renewed aim of “being there—among professionals and learners” requires further clarification of consequences. But, most of all, clarification of the relationships between the ethnographic “field,” “place,” and “time” is required. In addition, as discussed in the next section, renewed reflection on “time” in relation to the classic ideal-type “long-term fieldwork” is needed.

Long-term Fieldwork and the Renewed Reflection on “Time”

The phrase “long-term fieldwork” recalls the Malinowskian tradition of the field researcher spending years in the field and acting as sole researcher ( Malinowski, 1922 ). Besides “being there,” the main demand is “time.” The potential of fieldwork is realized by staying “in” the field, collecting materials “from” the field “about” the field, with the objective of acquiring a holistic understanding of social and cultural practices. The classic recognition of the importance of time is also applicable to the new broad field research, as I have previously shown ( Borgnakke, 1996a , 1996b , 2012 , 2013a ).

Long-term fieldwork offers unique potential for exploration of processes, such as exploration of the process of innovation or exploration of the ongoing teaching and learning processes (e.g., Borgnakke, 1996b , pp. 465–638). In addition, the field researcher’s large empirical collections mean that the researcher is in empirical surplus. With this, the ethnographic potentials as a background, the possibilities of short-term fieldwork can be considered. In a framework with observations spanning only weeks or months, an intensive field study can be focused on a school or an education project, or different learning contexts can be explored (e.g., Borgnakke, 2013a , pp. 31–33). In such cases, cross-class or cross-context fieldwork may boost the potentials to acquire holistic understanding and the “empirical surplus” may confirm that even short periods of intensive fieldwork can meet the key traditional Malinowskian time criterion.

However, a larger time frame is required for fieldwork on processes such as implementation of major reforms in compulsory and secondary schools, which may take as long as five to ten years. For example, the 2000s have been labeled “the Decade of Reform” for all levels in Danish upper secondary schools. To navigate in this process one has to distinguish between the official time and milestones of the reform decade and the time references of the teachers involved. For example you can hear professionally involved refering to ‘the pioneer years,’ meaning the first year of the reform or ‘the trouble maker decade,’ meaning the whole period of the reform , followed by a reference to the ‘busy scheduling’ limitating curriculum plans for that year, month, and so on. The ethnographic point is that if there is ‘a decade of reform’ there is also a world of schooling, teaching and learning already labeled and institutionalized. This, the institutionalized school-life and time frame provide the social cultural foundation ( Borgnakke, 2006 , 2011b ).

Therefore, from an ethnographic perspective, the schools’ “own interpretations, labeling, time and timing” is the starting point. Next, and in terms of the pragmatic decision, the time spectrum of fieldwork can range from “just a visit” through “a normal school week (Monday–Friday)” and monthly stay to long-term contact with the field, covering the case full scale. In all these cases the classic Malinowskian rationale can be maintained, at least in the sense of basing fieldwork and observation on the field’s practical holistic terms and timing. This holistic timing has consequences for research, as also stressed by Hammersley (2006) and Jeffrey and Troman (2004) . If long-term fieldwork is maintained as a methodological reflection and characteristic element of the ethnographic practice, in addition to intensive field studies, it can provide extensive, valuable archives of empirical material and analyses. Conversely, archives from such research bear testimony to the value of long-term fieldwork. Particularly production of large quantities of empirical data, enable multiple analyses , including explorations of issues that were not considered during planning and data collection phases (e.g., Borgnakke, 1996b , pp. 643–712).

Maintaining the basic features of classical fieldwork ensures maintenance of contextualization and appropriate time frames of researchers’ contact with the field. However, it also raises needs for new interpretations and innovatory adjustments of principles and tools to address new themes and categories of ethnographic educational research. Along with a Marcus-inspired reinterpretation of multisited ethnography, these types of themes and categories are on the current agenda for the ethnographic project as a whole.

The Current Multisited Agenda

In 2001 and 2017 , Margaret Eisenhart presented overviews of the current state of the educational ethnographic project, primarily with references to American research. In “Educational Ethnography Past, Present and Future: Ideas to Think With” ( Eisenhart, 2001 ), she criticized current ethnography, and asked researchers to reconsider old views and basic categories such as “culture, gender, class, ethnicity” in relation to late modern conditions and their consequences. The demand by Eisenhart was important, but perhaps already met—at least in the Nordic critical tradition. Since the 1990s, rethinking of these basic categories has been a vivid element of educational gender, youth, and media research, which has generated various ethnographic methods and studies, based on a new generation of, for example, gender questions ( Öhrn & Holm, 2014 ). In this respect, ethnographic researchers have updated the research agenda. Against the updated background, basic categories in different generations can be examined in relation to both educational research and relevant aspects of media, IT, and youth culture. This has triggered reappraisals of concepts of youth culture, school culture, and formal and nonformal learning across a spectrum from classic studies and cases ( Hebdige, 1979 ; Willis, 1977 ) to late modern examples, such as The Digital Youth ( Buckingham, 2008 ; Drotner & Duud, 2009 ; Erstad, 2012 ; Ito et al., 2008 ). Recent studies focusing on the young generation’s use of social media have furthermore demonstrated the importance of having issues associated with digital literacy on the agenda, combining a sociocultural approach with an educational “bildungs-approach.” This is important for encouraging researchers and schools to participate in pedagogical developments focusing on social cultural dimensions rather than merely technical dimensions.

In this manner, ethnographic educational researchers not only update the research agenda from the 1970s but also construct a new platform and add new practical issues, as discussed by Webster and Marques da Silva (2013) . These efforts have opened paths for extensions and explorations of broad themes and contexts, in multisited ethnographic, meta-ethnographic, and comparative case study approaches, as described by Eisenhart in her later state-of-the-art review ( Eisenhart, 2017 ). In this review, she characterizes Marcus-inspired ethnography with illustrative references to multisited research projects and frameworks. For example, investigations of (school) political and cultural production, involving observations of politicians, school administrators, teachers, parents, and students. Researchers follow an innovative discourse or reform as it is transported away from the original source into new places, and educational reforms as they are formulated by decision-makers, implemented by teachers, and experienced by students and parents.

The ethnographic point is that multisited studies of cultural production provide means to understand how educational activities, values, and results of a group at a specific time are designed, limited, and changed by connections or processes across groups, places, and times. Such studies may encompass (for example) activities and settings of policymakers who design a education reform, teachers involved in its implementation, young people directly affected by it, and parents hoping to observe beneficial effects ( Eisenhart, 2017 , p. 137). The influence of Marcus on such approaches is summarized by the following quotation:

“The past habit of Malinowskian ethnography has been to take subjects as you find them in natural units of difference. . . . [T]he habit or impulse of multi-sited research is to see subjects as differently constituted, as not products of essential units of difference only, but to see them in development—displaced, recombined, hybrid . . ., alternatively imagined. Such research pushes beyond the situated subject of [traditional] ethnography toward the system of relations that defines them” ( Marcus, 2009 , p. 184).

This quotation not only outlines multisited investigation as a context-sensitive strategy enabling ethnographic follow-up research but also enables a Nordic-German, rather than American, exemplification. In many ways, the strategy presented by Eisenhart through Marcus has strong elements of the critical constructivism propounded by Klafki (1977 , 2002) , and the qualitative research methodologies inspired by critical theory and social constructivism (see Borgnakke, 1996a , 1996b ; Kvale, 1997 ; Nielsen & Nielsen, 2005 ).

Against this broader background, I confirm the validity and value of Eisenhart’s presentation of current ethnography but suggest a further step, using experiences of multisited ethnography gained to date. These experiences can be used to refine the foundations in several respects. First, they can help to clarify the relationship between field research and discourse analysis. Second, they can help development of a strategy for cross-case studies crossing learning contexts, including both online and offline settings. Third, they can highlight common foci or themes for ethnographic studies. Finally, they can reinforce experimental methodological frameworks for ethnographic research. In the following examples, I review these contributions (actual and potential) in relation to what is characterized as “mapping the field of practice/mapping the paradigm,” and “case studies crossing learning contexts,” with the broader objective of sharpening the focus on the educational system in change.

Mapping the Field of Practice/Mapping the Paradigm

Clarification of the term “mapping the field of practice/paradigm” and what it may entail can be exemplified by my own research. My extensive fieldwork from the 1980s was done at Aalborg University (AUC), one of the Danish “reform universities,” offering full-scale bachelor and master programs based on problem-oriented project work. My approach to the long-term fieldwork was simple and consistent: I followed one of AUC’s basic programs, participating from start to finish. In this version of the practice, long-term fieldwork refers to observations of activities associated with the entire program, from the teacher teams’ preliminary planning of “next year” and the first welcoming of new students to the actual project and course periods.Empirical data were mainly collected by following a group of 50 students and seven project groups through three periods of project work, including close-up studies during the period with final examinations.

The book Educational Field Research ( Borgnakke, 1996a ) presents and discusses the fieldwork and results in detail, while the article “Cardinal Writing: Following the Observed Process” ( Borgnakke, 2018 ) describes and exemplifies the practice-analytical framework and close-up analyses in detail. Therefore, in this section, I skip details and concentrate on the status of long-term fieldwork as “a type” with distinct potentials.

First and foremost, fieldwork following full-scale education in real time and authentic complexity is a strong concept for mapping the field of practice. Since all institutional levels, parties, and pedagogical phases are included, the overview and empirical collections provide detailed background for practice analysis. The empirical data collection also provides important background for analyses of the learning processes at a micro-level, with close-up analyses of milestones and learning strategies ( Borgnakke, 1996b ). Hence, classic long-term ethnographic fieldwork provides foundations for developing an overview of what it means to explore the field of practice and exploit the empirical material in analyses of practices and learning processes.

In methodological terms, such full-scale studies can sharpen both requirements and opportunities to develop interplay between classical fieldwork and methodological renewal. Classical fieldwork’s combination of participant observation, spontaneous conversations, and interviews is crucial for grasping authentic complexity, through following courses, activities, and ever-changing contexts of study-life chronologies.. Being among professionals and learners, and engaging in conversations and interviews with groups and key informants in the field, provides access to the participants´ own interpretations of the process and teaching and learning practices. In this regard, the perspectives of participants and references to their life world ( Kvale, 1997 ) are integrated in the ethnographic approach. With the classical ethnographic design as a background,ethnographic fieldwork show the possibilities of incorporating use of new digital technologies in the processfor instance, to augment data collection via key informants’ video diaries ( Noer, 2014 , 2016 ). In addition, micro-ethnographic studies have already shown the potentials of video recordings as background for close-up analysis of teaching and learning situations, focusing on interactive and communicative patterns ( Alrø & Dircink-Holmfeld, 1997 ; Sahlström, 1999 ). Last but not least, full-scale studies addressing the entire field have generated digitized archives of empirical material, including references to focal institutions’ websites and learning platforms. For example, in case studies on innovative projects in higher education conducted by the INNOVA research group, the e-pedagogical profile is embedded in such platforms and the online education. 2 Hereby the digital communications circuit is the starting point for everyone involved.

In these cases, the methodological renewal is IT-based, but the research interest in the next step, transforming “the observed field of practice” to empirical analysis, is still related to principles known from long-term fieldwork. That said, it is still fruitful to return to the practical context to recall how the same classical framework for mapping the field of practice is also a strong concept for mapping the educational or pedagogical paradigm. Further, it is fruitful to focus on different levels and the interplay between macro-, meso-, and micro-levels.

Clarifying strategies for the empirical analysis, the main point here is to develop an ethnographic analysis by using inspiration from Thomas Kuhn’s concept of paradigm. Kuhn’s descriptions of components are used to map the paradigms and characterize them in terms of their relative dominance in the field and relative strength in scientific grounding, educational framing, and curriculum. 3 Against this background, mapping the field of modern university pedagogy ( 1970–2010 ) was described as the main task and the paradigm maps, as I called them, captured the results ( Borgnakke, 2011a ). The results showed the relative functional strengths of the paradigmatic traits and identified transformations of rules, norms, and values of the educational community in the learning context. In addition, examples of best practice were identified.

The paradigm maps showed that Danish higher education was dominated by two strong and shifting paradigms during the period 1970–2010 . The “Project Pedagogical Paradigm,” dominated most strongly during the 1970s, while the “Learning Paradigm,” which was related to the Bologna process and is now defined as “The Learning Outcome Paradigm,” was dominant from 2000 to 2010 ( Borgnakke, 2011a , pp. 14–21). The new learning and goal-oriented paradigm even turned to be the powerful paradigm dominating the educational system as a whole not only for one but two decades.

The Learning Outcome Paradigm has therefore had a huge impact, not manifested (unlike effects of the former Project Pedagogical Paradigm) in new campuses, buildings, or educational centers, but embedded in universities, higher education, and the educational system as a whole. In this sense, mapping the paradigm refers to identification of all relevant political and educational processes, participants and associated programs, documents, and requirements interactively involved at macro-, meso-, and micro-levels. It refers also to the possibilities to focus on specific issues going across the paradigm. As an example, the article Cross-Case Analysis of Changes in Teacher Role and Didactic Function in Denmark, 1980–2020 ( Borgnakke, 2021 ) combines results from the broader field research with focused close-up analysis of paradigmatic teaching situations. The cross-case analysis shows how the project-based pedagogical paradigm from the 1970s generated alternative concepts of the professional teacher and bottom-up strategies for teacher collaboration. During the 2000s and 2010s, the new powerful learning paradigm marked the shift to top-down directed demands for “high professionalism.” The shift, shown in close-up analysis, led to an accumulation of functions and functional overheating rather than alternative practices. At the same time, demands for multifunctionality in the classroom were politically highlighted as a professional readiness for change and innovation.Against this background, the ethnographic analysis, both in broader and focused sense, refers to the paradigm and the paradigm shift over time as a political discourse and an educational practice with programs, demands, and documents in circulation between levels and parties. Hereby the communicative circuit in total is of interest. And hereby the ethnographic analytic framework refers to the empirical collection and the archive, similar in total as illustrated in Figure 1 .

Figure 1. Mapping the paradigm. The ethnographic analytical framework exemplified in a Danish version of the Learning paradigm shows the potential for coping with the archive and characteristic “three-level text collection.”

The Archive and the Ethnographic Analytical Framework

Referring to the figure, the ethnographic analytical framework can be exemplified in a Danish version of the powerful Learning Outcome Paradigm showing the potential for coping with the archive and characteristic “three-level text collection.” Overall analysis and close-up analysis will focus on (a) collected documents, literature, and archives regarding the background theory and concepts, (b) documents regarding the educational policy and institutional arrangements, and (c) data collected from fieldwork and case studies with (d) materials and tools from the process of didactization and the process of digitalization.

Analysis of collections and documents enables the basic learning concept to be positioned in relation to the background theory with traditions of English-American-Australian educational research as dominant representatives of the paradigm. Here, works by Paul Ramsden and John Biggs in particular are in focus as theoretical and conceptual background.

Through their research environments, research, books, and dissemination Ramsden (1991) , Biggs (1999) , and Biggs and Tang (2007) can be used to refer both to Kuhn’s four components (to conceptual development, textbooks, development work) and link to what in the paradigm is regarded as “best practices” and have been reproduced in the profile of universities’ education courses and centers. Ramsden and Biggs formed, in this sense, a tradition in the Learning Outcome Paradigm matching the current political demands, but with origins in the conceptual development of surface and deep learning that can be traced back to the 1970s research environment at Gothenburg University ( Marton & Saljö, 1976 , 1984 ) and studies done together with Noel Entwistle (1997) and Entwistle et al. (2001) . At the same time conceptual developments presented in Teaching for Quality Learning at University ( Biggs, 1999 ) provided the foundation for the center for university pedagogical development at the University of Aarhus and University of Southern Denmark, as well as at the University of Copenhagen’s Department of Natural Sciences Didactics (IND).

Ramsden’s and Biggs’s books are in this sense already included as a matrix for course development, as illustrated by the IND-book Improving University Science Teaching and Learning ( Christiansen et al., 2010 ). Ramsden’s main concept, with presentations of the two learning strategies, deep and surface strategies, as well as the conceptual development of what Biggs called “constructive alignment,” has also been reproduced in the profile of the university education centers and courses for associate professors, doctoral students, and heads of departments. Finally, the Biggs tradition was brought to life in an award-winning video production ( Brabrand, 2006 ), in which his basic concepts are dramatized and personified, in a story about two students: Susan, representing deep learning strategies, and Robert, representing surface strategies. The expressed, visualized, and personified version of the Learning Outcome Paradigm can therefore also be seen on YouTube.

Considering the paradigms in terms of their origins and effects, political and institutional, the currently dominant Learning Outcome Paradigm have had extraordinary structural impacts on the academic learning context. Not only curriculum and teaching strategies are affected but also organizational development, teacher-student relations, and the learning process. Further, e thnographic analysis has shown that practical consequences observed in profession-oriented higher education include structural enhancement of schoolification and conventional teaching and learning strategies, rather than innovative and student-oriented strategies ( Kirketerp Nielsen, 2018 ; Lyngsø & Kirketerp Nielsen, 2016 ).

The framework described corresponds to exploiting the combined potential of classical fieldwork and critical discourse analysis. As illustrated by full-scale studies (as examples of broad field research) this provides potency by imbuing empirical analysis with ecological validity, rooted in authentic complexity and synergistic application of multiple methods in a practice-oriented strategy. Mapping the educational programprovides the required overview and evidence of main trends. However, for the empirical analysis, it is essential to observe and characterize relative strengths of paradigmatic traits and identify transformations of rules, norms, and values of the educational community. It is also crucial to identify these features in the full range of regulations, curricula, teacher functions, and textbooks, as well as examples of best practice.

Currently following the paradigm, as illustrated in Figure 1 , will yield an almost identical archive in digitized form, including empirically collected data, references to the institutions’ websites and learning platforms, material from sources such as YouTube, and self-directed groups on Facebook as objects for the analysis. This means that almost “all” material linked to the practical management of the Learning Outcomes paradigm or to the implementation of Danish reforms is on the Internet or on the institutions’ intranet. This is digitization full scale!

It could be added that in 2018 , the Ministry of Education realized that the cultural transformation of the learning outcomes paradigm into curricula, teaching, and testing strategies had gone too far. Despite critiques, and even deletion of goal-oriented material and models from the Ministry of Education’s homepage, the learning outcome–based curricula are still deeply embedded in the Danish educational system both in formal regulations and in living educational systems.

Hence, full-scale studies are clearly forced by digitalization to be renewed but still inspired by a classical fieldwork framework and challenges in terms of developing a critical analytical strategy to cope with the digitized processes and phenomena. That said, another important type of full-scale research needs to be elaborated, rooted in what was called intensive fieldwork and cross-case studies focusing on curriculum development in different learning contexts. As exemplified in the next section, intensive cross-case studies can be characterized in connection within the spectra of practice-oriented research, in which research teams were involved in quality development and evaluative research in higher education.

Cross-Case Studies Crossing Learning Contexts

The type of evaluative research involving intensive field study and comparative cross-case studies can be exemplified by the Danish “Project Quality Development of Teaching” from the 1990s. Education projects focused on the mechanical engineering program at the Technical University of Denmark (DTU), the English program at the University of Copenhagen (UCPH), and the marketing economics program at the Copenhagen Business School (CBS) were all included ( Borgnakke, 2004 , 2005 , pp. 156–216).

During the case studies, I followed the development efforts, exploring the academic context and the teaching and learning strategies. Through observationand interviews with teachers and students, I followed the varied teaching forms and learning strategies from classic lectures in modern classroom settings to late modern project work in business- and profession-oriented project work. Furthermore, I observed the characteristic settings and situations from one scientific area to the next, starting with the technical area (DTU), continuing with the humanistic area (UCPH), and ending with the social and business science area (CBS).

Armed with material, text collections, and fieldnotes from observations in the different academic areas, I could grasp the issues connected to the institutional traditions for teaching and learning and compare the radically different academic cultures and learning contexts. At the same time, a common issue became clearly expressed as the dilemma of the movement from elite university to mass university. This refers to the difficulty of reconciling strong influences of conventional school tradition and teacher/pupil relations with attempts to meet demands and expectations for the survival of classic university traditions and research-based teaching for “the future professional.” The dilemma posed major conflicts of interest and orientation for the late modern university ( Borgnakke, 2005 , pp. 157–167).

The observations, spontaneous conversations, and interviews revealed strong identifications of the teachers' and the learners' own representations (and interpretations) of these conflicts. Furthermore, the comparative case study approach proved to have potent capacity for identification and documentation of (a) the diversity in learning strategies; (b) the educational cultures’ impact on teaching and learning; and (c) the learning contexts’ influence on learning subjects, knowledge, and learning interests.

Interestingly, the dilemma and pedagogical issues were divided into three sets. Grounded in the humanistic-, technical-, and business-oriented approaches to education three different scientific cultures and learning strategies could be identified.. Against this background the case analysis provided documentation and references to the old maxim “learning by doing” ( Dewey, 1910 ). Further, referring to the academic context as ‘a learning context’ ( Borgnakke, 2004 ), concepts formulated by Lave and Wenger (1991) could shape examples of situated learning and communities of practice. .

Thus, a clear empirical conclusion from the comparative case analysis was that ‘the common pedagogical issues and reflections on academic learning’ were expressed in three versions closely related to the three different learning contexts. On a deeper level, we need to express the point in a Habermasian manner. The pedagogical reflections and goals set for the developmental work, or courses, were influenced by the technical, humanistic, and social scientific knowledge interests, or “erkenntnisinteresse” in German ( Habermas, 1968 ). In each observed learning process, I recognized the tendencies to highlight the learning interests in either ‘to master a technique,’ ‘to understand’ or to ‘act and change.’ That expressed in Habermas’ wording makes the learners perspective clearer. From the learner’s viewpoint confronting a specific academic subject area seem to be driven by the strongest dimension in the learning context.

However, as learners, the students also shift between aims ‘to master,understand or to change.’ As observations and conversations with the students show, the learners themselves typically signaled how, when, and which dimensions were too strong (see Borgnakke, 2004 , 2005 , pp. 177–216).

Following learning processes in different academic learning contexts, as in the above example, adds deeper layers of learning as an ongoing life matter and a matter of crossing contexts physically and mentally. With references to case studies in profession-oriented learning process, shifting between scholastic practice and professional (e.g., clinical, for nurses) practice is a basic principle. In this respect, focusing on the learner’s “erkenntnisinteresse” implies focusing on a fundamental contrast between the scholastic and professional contexts as well as the contrast between theory and practice (Borgnakke, 2014; Noer, 2016 ). Research focusing on profession-oriented learning is methodologically challenged by this contrast as well as by the fact that the two contexts are experienced as two separate forms of learning. Field research carried out in online learning programs is challenged in additional ways ( Lyngsø, 2019 ). First, the shifts from formal learning strategies (e.g., lessons in school and through textbooks) to informal learning (e.g., self-directed learning strategies, at home, and peer-oriented use of social media) are a challenge. Second, the e-pedagogical settings and shifting online/offline learning situations, pose further challenges.

Following the learner through these different phases of scholastic and professional learning demands observation and empirical data fromthe ongoing process. With this as an addition to the methodological background, the summarized reflections—the next section—are related to a research trend rather than single research projects. This is the increasing involvement of fieldwork and case studies in the political process of innovation andorganizational development.. As research teams, we are confronted directly with the new order of magnitudes related to the common theme “the educational system in change” as well as the common demands associated with professionalization and digitization.

Meeting Challenges From the Educational System in Change

A requirement for reinforcing an ethno-methodologic experimental framework is reinforcement of the interdisciplinary scientific background to meet challenges by bridging methods and traditions from learning research, profession- and organizational research. In addition, ethnographic research already has links to research in media, IT, and youth culture and can benefit from experience of diverse methods. Moreover, current ethnographic studies by interdisciplinary research groups emphasize the necessity of developing qualitative in-depth studies producing alternatives to the work of the evidence movement. In such studies, practice-oriented research crossing learning contexts meets the new challenges but confirms the strength of classical fieldwork.

Ethnographic case studies develop combinations of methods based on classic traditions but renewed by relations to innovative cases. This sharpening the analytical framework for focusing on interplays between the political (macro-) and the institutional and practical (meso- and micro-) levels. Hence, the empirical results can inform both overall analyses of innovative processes and detailed aspects of cases, educational cultures and learning situations..

Currently, in the wake of the COVID-19 pandemic, educational institutions are expected to master the shifting offline/online culture. Moreover, professional teacher teams are expected to be ready to transform any didactic action to an innovative digital learning culture. But these processes of didactization and digitalization demand that not only teachers but also the organization be able to manage the complexity.

Against this background, ethnographic research is challenged to go beyond demands and expectations facing the practical implications in the complex process. The starting point for ethnographic analysis is that the practical process is rooted in an “authentic mix” of IT-based strategies, demands, and expectations positioned at multiple organizational levels and parties. The “authentic mix” will have ecological validity through reference to relevant policy documents, programs, curricular material, and plans for pedagogic processes. However, the “authentic mix” will also have a reference to dilemmas and problems in the process having an impact on the flows of learning tools and objects.

Tracing the flows of objects therefore challenge ethnographic research to explore the practical use of technology across different situations and contexts. In an analytical sense this crossing contexts is both a starting point and a driver to clarify how the ethnographic methods can delve deeper into the ongoing process of innovation. But going deeper into the process is also a wakeup call, that implies a concrete critique of technology in use as basic learning tools. Where the paradigmatic slogan in recent decades has been ‘IT-enhanced learning,’ both trade unions and professionals (school leaders and teachers) are now more skeptical and demand genuine research into the practical benefits and possible costs of learning technology. This means that the challenges to ethnographic method development must not only provide a technology-critical, but a paradigm-critical contribution to the practice-oriented research.

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1. Jackman was the leader of a project on the value of preceptorship for health profession students (mainly medical and nursing students); see Jackman et al. (2012) .

2. The research group Ethnographic Studies in Innovative Learning Context conducts fieldwork and case studies in scholastic, profession-oriented, and academic learning contexts. Full scale case studies are related to teacher and nursing programs, inter-professionalism (in the InterTværs project), online learning (in the NETeducation project), and game-based profession learning (in the Innovation project in veterinarian study). Overviews see Special Issues, Seminar.net. (2015) , Innovation og Uddannelse (2016) , Borgnakke (2016c) , and Borgnakke et al. (2017) . The research is continuingly expanding, recently with doctoral projects focusing on professional Bildung and ethnographic based curriculum development. .

3. See Kuhn (1970) . The four components are (a) nature-like symbolic generalizations, (b) metaphysical beliefs about the real structure, (c) standards of scientific activity, and (d) role models and examples. See also Figure 1 ( Borgnakke, 2011a , p. 98). On the use of Kuhn to develop the critical analysis of the current learning outcomes paradigm, see Borgnakke (2011a , pp. 14–39).

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Patrice d. collins is the 2024 winner of the yale sociology department’s 21st century dissertation prize, for her dissertation ‘everybody is locked up’: families with incarcerated loved ones..

ethnographic dissertation

Patrice Collins’ 2022 dissertation, ‘Everybody is Locked Up’: Families with Incarcerated Loved Ones, is an outstanding ethnographic study that renders and explains the ways in which ordinary, everyday policing effectively criminalizes a significant portion of the impoverished local Black community in New Haven, Connecticut, while simultaneously working to delegitimate the wider systems of social control and alienate local Black residents.

The life crisis caused by virtually every arrest ripples through the local community, demoralizing but also activating an informal system of help from neighbors, friends and relatives who, to the extent that they can, intervene to care for children and provide critical support for the arrestees, both emotionally and materially.

In the context of persistent urban poverty and an epidemic of interpersonal violence, Collins’ research sheds new light on the lived experience of local Black residents, especially how they cope with the structural poverty and racism impacting their everyday lives.

More particularly, her ethnographic research illustrates the way inner-city people experience everyday trauma, first as crime victims, and then as victims of the police, as a high proportion of police contacts result in incarceration, directly impacting poor Black families. 

But critically important, the most vulnerable victims are the children who are directly orphaned by mass incarceration, and a culture of everyday trauma.

Hence, through her astute ethnographic observations, by listening to what her subjects say and by watching what they do, Patrice Collins makes a significant contribution to existing knowledge and to our understanding of these critically important urban issues.

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This project examined how people with myalgic encephalomyelitis (also known as chronic fatigue syndrome or ME/CFS) seek legitimation of their bodily experience through and beyond biomedicine. ME/CFS is a debilitating disease defined by intractable exhaustion, yet one that is incompletely medicalized: it has no agreed-upon cause or diagnostic tests, and no approved treatments. The co-PI conducted an ethnographic study with patient activists through immersive fieldwork and interviews. It asked how people with ME/CFS seek legitimation of their bodily experience, and in the process, attempt to enact disease both through and beyond biomedicine. By examining patient activists with ME/CFS and the biomedical networks in which they advocate, the research shed light on how the cycle of disablement and dismissal puts people with ME/CFS in “double binds.” On the one hand, symptoms bind patients together in the absence of biological markers that universally verify their disease. In advocating for more government funding that might unlock material resources such as disability insurance, however, people with ME/CFS are put “in a bind,” as exhaustion limits the types of self-advocacy and public-facing activism that can take place. In other words, blocks the very means through which debilitation might end. These findings advance theories in disability studies and medical anthropology by demonstrating the perpetual co-constitution of disease (or its dismissal) through both embodied aspects of debility and sociopolitical constructions of disease. 

Last Modified: 08/31/2022 Modified by: Emily Rogers

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  • Published: 13 May 2024

Ethnography and ethnohistory support the efficiency of hunting through endurance running in humans

  • Eugène Morin   ORCID: orcid.org/0000-0002-4840-0156 1 , 2 &
  • Bruce Winterhalder   ORCID: orcid.org/0000-0001-6560-3302 3  

Nature Human Behaviour ( 2024 ) Cite this article

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Humans have two features rare in mammals: our locomotor muscles are dominated by fatigue-resistant fibres and we effectively dissipate through sweating the metabolic heat generated through prolonged, elevated activity. A promising evolutionary explanation of these features is the endurance pursuit (EP) hypothesis, which argues that both traits evolved to facilitate running down game by persistence. However, this hypothesis has faced two challenges: running is energetically costly and accounts of EPs among late twentieth century foragers are rare. While both observations appear to suggest that EPs would be ineffective, we use foraging theory to demonstrate that EPs can be quite efficient. We likewise analyse an ethnohistoric and ethnographic database of nearly 400 EP cases representing 272 globally distributed locations. We provide estimates for return rates of EPs and argue that these are comparable to other pre-modern hunting methods in specified contexts. EP hunting as a method of food procurement would have probably been available and attractive to Plio/Pleistocene hominins.

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Acknowledgements

Financial support for this research was provided by a Trent internal SSHRC grant (no. 53-51637). The funders had no role in study design, data collection and analysis, decision to publish or preparation of the manuscript. This study greatly benefited from discussions with and/or comments from the following people: A. Best, D. Bird, R. B. Bird, D. Bramble, D. Carrier, S. Gerety, M. Grote, M. Hora, J. C. Jackson, J. Koster, D. Lieberman, J. F. O’Connell, J. Speth, F. M. and A. Stein, M. Vidal-Cordasco and C. Wall-Scheffler. C. Wall-Scheffler generously provided the regression formula used in Fig. 1 and Supplementary Information .

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ethnographic dissertation

Breaking boundaries: UCSB grad students win prestigious Mellon/ACLS Dissertation Innovation Fellowship

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Recognized for their “bold and innovative approaches” to research, three UC Santa Barbara graduate students have been awarded the 2024 Mellon/ACLS Dissertation Innovation Fellowship. Doctoral students Yuri Fraccaroli , Salma Shash and Tinghao Zhou are among 45 awardees selected from a nationwide pool of more than 700 Ph.D. students in the humanities and interpretive social sciences.

“We are extremely proud of these three international students for winning such a prestigious and competitive fellowship,” said Interim Graduate Dean Leila J. Rupp. “It is notable that all are involved in research that crosses traditional disciplinary boundaries and allows them to bring their personal experiences into their projects. Together, they show the global reach, interdisciplinarity and emphasis on social justice that is a hallmark of our campus.”

Fraccaroli, a first-generation doctoral student from Brazil, is pursuing research in the feminist studies department based on their work as an educator, artist and researcher with Acervo Bajubá, an LGBT+ community archive in São Paulo. They will use the funding and support from the award to expand the scope of their winning dissertation, “Archivo vivo! An Ethnography of the Archive: Latin American Sex and Gender Community Archives.” 

“I have an outline of chapters, I know the sites I'm working at, I know the communities I'm going to be talking to,” Fraccaroli said. “It’s also research that is a result of five years around this life commitment that I have with community archives in Latin America, especially in South America, and in Brazil with Acervo Bajubá , where my work comes from. Instead of seeing these archives as objects, I consider them as epistemological projects. That’s the key intervention of my project.” 

Salma Shash

Part of the support and resources provided by the fellowship include an external advisor. “The first stage of my research is going to be probably at the University of Leeds with Patricio Simonetto, who is a queer historian who has a very outstanding career,” they said. “At this moment, I want to expand my theoretical knowledge from Brazil to the region. The idea of the project is to get a regional and global perspective on this phenomenon, this rise of community archives that has been happening in the last decade.”

A Ph.D. candidate in film and media studies, Zhou won the award for his dissertation, “At the Ends of Media: E-Waste Pollution, Secondhand Extraction, and Environmental Politics in Guiyu, China,” “I'm looking at a specific e-waste processing site in China, which has been perceived as one of the largest e-waste recycling hubs in the world for the past 20 or 30 years,” he said. “I think this award is instrumental for my research because it allows graduate students like myself to go to the places that I want to visit and to talk to the people I want to reach outside of America. I think this funding gives me an opportunity to gain access to those trainings and spaces, which I think is really important for my project.”

Zhou’s personal experiences also fueled his dissertation goals. He grew up in South China, in an area known for its manufacturing, industry and international trade, not far from a town with many recycling workshops and centers.  “It was famous for collecting old TV sets, air conditioners and refrigerators – all of these old consumer electronics,” he recalled. “When I was in my childhood home, I always got that smell of recycling. I had to close my door or close my windows sometimes. The smell is a memory I associate with these old recycling industries, and that actually became a kind of central methodology of my project — to use this sensory ethnography to understand how the local people live and work in and around e-waste recycling sites.”

He hopes his research and the funding provided for interviews with local officials, environmental scientists and activists will shed light on the impact of e-waste recycling processes on the local communities. “I was thinking of how the chemical and physical components of those devices could even impact the metabolism of the workers’  bodies,” Zhou said. “Looking at this site pushes me to think about how the global media economy and output of e-waste tangibly shape the local ecologies, politics and people. The other part of the project is also looking at how the central government negotiates or reacts to this global media economy in its development of environmental science and technology.”

Yuri Fraccaroli

The award arrived at a crucial time in Shash’s graduate research career. “I had no guaranteed funding for next year, and this fellowship will allow me to focus on research and writing without teaching duties or other work responsibilities,” she said. “It also gives you some motivation to know that other people think your research is important or worth funding.”

Shash’s winning research project, “Villagers, Criminals, and Policemen: Policing and Justice in Rural Egypt, 1854-1914,”  stems from political changes in her home country of Egypt. “I have been interested in understanding police brutality, coercion and criminal justice since the 2011 revolution in Egypt,” she said. “I wrote my master's thesis in 2015 at SOAS, the University of London, on police brutality after the revolution. I have since been convinced that unpacking the genealogy and history of the Egyptian police is essential to `reforming’ (or transforming) it today. When I started my archival work in 2022, I shifted to a more complex understanding of policing in Egypt through rural experiences, where political economy and, specifically, land are intimately linked to police power. At the core of my research is a commitment to seeking and understanding justice.”

A doctoral candidate in the history department, Shash’s research goals have been enhanced by her mentors, the presence of the Center for Middle East Studies, and the interdisciplinary nature of research at UC Santa Barbara. In addition to Professor Sherene Seikaly as her graduate advisor, Shash has received key mentorship from other Middle East historians like Professor Adam Sabra as well historians outside her field, including Professor Utathya Chattopadhyaya, who teaches South Asian history, and Professor Dwight Reynolds from the religious studies department. “I would ideally like to continue pursuing a career in academia, teaching and doing research, while remaining active with and grounded in my local community,” said Shash, who continues to build on her “commitment to justice and faith that knowledge production and teaching are spaces for activism and vehicles for change.”

The ACLS launched the fellowship program in 2023, with the support of the Mellon Foundation, to advance a vision for doctoral education that prioritizes openness to new methods and sources, underrepresented voices and perspectives and scholarly experimentation. The awards are designed to accelerate change in the norms of humanistic scholarship by recognizing those who take risks in the modes, methods and subjects of their research.

Each fellow receives an award of up to $50,000, consisting of a $40,000 stipend for the

fellowship year; up to $8,000 for project-related research, training, professional development and travel expenses; and a $2,000 stipend to support external mentorship that offers new perspectives on the fellow’s project and expands their advising network. With fellows pursuing their research across the country and beyond, the ACLS will also provide opportunities for virtual networking and scholarly programming throughout the fellows’ award terms.

Marge Pamintuan Perko

Marketing & Communications Director

Graduate Division

[email protected]

About UC Santa Barbara

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  1. Ethnographic Case Study

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  4. ETHNOGRAPHIC MUSEUM OF IRRELEVANT RACES

  5. Short ethnographic film

  6. 2 Geography of Ethiopia and the Horn: Approaches of Geography

COMMENTS

  1. The Life of An Elementary School Principal: an Autoethnography

    This Dissertation is brought to you for free and open access by the Office of Graduate Studies at CSUSB ScholarWorks. It has been accepted for inclusion in Electronic Theses, Projects, and Dissertations by an authorized ... ethnographic process. You provided technical insights that would not have otherwise been reviewed or possibly understood ...

  2. CONVERSATIONS WITH THE COMMUNITY: AN ETHNOGRAPHY OF TWO CASE ...

    Doctoral Dissertations Dissertations and Theses Spring August 2014 CONVERSATIONS WITH THE COMMUNITY: AN ETHNOGRAPHY ... AN ETHNOGRAPHY OF TWO CASE STUDIES HIGHLIGHTING COMMUNITY-RESEARCH PARTNERSHIPS IN SPRINGFIELD, MA A Dissertation Presented by VANESSA ESTHER MARTINEZ-RENUNCIO

  3. What Is Ethnography?

    Ethnography is a type of qualitative research that involves immersing yourself in a particular community or organization to observe their behavior and interactions up close. The word "ethnography" also refers to the written report of the research that the ethnographer produces afterwards. Ethnography is a flexible research method that ...

  4. Practices of Ethnographic Research: Introduction to the Special Issue

    Methods and practices of ethnographic research are closely connected: practices inform methods, and methods inform practices. In a recent study on the history of qualitative research, Ploder (2018) found that methods are typically developed by researchers conducting pioneering studies that deal with an unknown phenomenon or field (a study of Andreas Franzmann 2016 points in a similar direction).

  5. (Pdf) Ethnography Research: an Overview

    Ethnography Research is a one of the most important qualitative research where researcher observe or interact with the target population and researcher plays an important role to obtain useful ...

  6. Education Ethnography

    This book serves as a comprehensive guidebook for graduate students who are interested in conducting ethnographic research for their dissertations. Recent Dissertations Using Education Ethnography Methodology. Adams, S. R. (2013). The meaning of race-based professional development: A critical feminist ethnography. Retrieved from ProQuest ...

  7. Conversations With the Community: an Ethnography of Two Case Studies

    This dissertation is both qualitative and collaborative. It emphasizes the participant observation and ethnographic documentation of two community-researcher partnerships on community-level health interventions in Springfield, MA. Drawing upon critical theories and reflexive methods, I explore and analyze the process of building and sustaining researcher-community partnerships in an era of ...

  8. PDF An Ethnographic Approach to Education: What Are You Doing in

    5. Discussion Ethnography is an approach designed by social anthropologists to study culture and social approach based (Byrne, compiled on 2001; social in aims at deeply understanding human activities, behaviors, and values. All ethnographic science. studie s are This ethnographic principles discussed to Up in now, a shared Zaharlick ...

  9. "Finding Their Place: An Ethnographic Study of the Culture of Students

    The purpose of this ethnographic study was to provide a cultural portrait as well as identify methods of success of nontraditional students attending a self-paced, alternative evening high school in the southeast region of the United States in the foothills of the Appalachian Mountains. An ethnographic research design was utilized employing data triangulation through observations, interviews ...

  10. Ethnography

    Focusing on ethnography as a research methodology, the chapter outlines several key attributes that distinguish it from other forms of participant observation-oriented research; provides a general overview of the central paradigms that ethnographers claim and/or move between; and spotlights three principal research methods that most ...

  11. Preparing Future Leaders: An Ethnographic Study Exploring the Culture

    Dissertations Fall 11-23-2016 Preparing Future Leaders: An Ethnographic Study Exploring the ... The purpose of this ethnographic case study was to explore the culture of succession planning and leader development at Lipscomb University, using the 5C's: Strategies for succession

  12. Easier Said than Done: Writing an Autoethnography

    Abstract. Autoethnography is an intriguing and promising qualitative method that offers a way of giving voice to personal experience for the purpose of extending sociological understanding. The author's experience of writing an autoethnography about international adoption has shown her, however, that autoethnography can be a very difficult ...

  13. PDF Essentials of Autoethnography

    According to Adams et al. (2015), autoethnography is a qualitative research method that: 1) uses a researcher's personal experience to describe and critique cultural beliefs, practices, and experiences; 2) acknowledges and values a researcher's relationships with others; 3) uses deep and careful self-reflection—typically referred to as ...

  14. Ethnographic Case Studies

    This dissertation is self-described as an ethnographic case study of a small, public, suburban high school in Pennsylvania. In this study, the researcher investigates the school's process of integrating global education into its curriculum by implementing a school-wide initiative (Global Studies Initiative or GSI) as well as a program of ...

  15. An Example of Ethnographic Research Methodology in Qualitative Data

    Ontario Institute for Studies in Education, University of Toronto. 252 Bloor St W, Toronto, ON M5S 1V6. January 01, 2021. Abstract. This chapter presents my methodological chapter as a great ...

  16. Georgia State University ScholarWorks @ Georgia State University

    This dissertation, FINDING THEIR WAY: A CRITICAL ETHNOGRAPHY OF FIVE AFRICAN AMERICAN WOMEN EDUCATORS' EARLY EXPERIENCES TO DEVELOP INTO CULTURALLY RELEVANT PEGAGOGUES, by RACHEL BEATRICE DUNBAR, was prepared under the direction of the candidate's Dissertation Advisory Committee. It is accepted by the committee members in partial fulfillment of

  17. Ethnographic Methods for Researching Innovative Education

    Ethnographic research in innovative education settings has shown the practical impact and conditions on both research and professional development of curriculum and teaching strategies.Following the process of innovation in the educational sector, themes that are high on political and institutional agendas have included "information ...

  18. PDF The Everyday Lives of Men: An Ethnographic Investigation of Young Adult

    Ethnographic Investigation of Young Adult Male Identity' is no more that 100,000 words in length including quotes and exclusive of tables, figures, appendices, bibliography, references and footnotes. This thesis contains no material that has been submitted previously, in whole or in part, for the award of any other academic degree or diploma.

  19. DigitalCommons@UNO

    DigitalCommons@UNO - The Institutional Repository of the University of ...

  20. A Confessional Representation of Ethnographic Fieldwork in an Academy

    On the methodological strengths of ethnographic fieldwork, the sociologist Ken Pryce (1979, 297) wrote: "participant observation permits the researcher to understand the problems of a group in a way that no other method will."His first-hand account of West Indian lifestyles in Bristol, United Kingdom, between 1969 and 1974 is a classic example of ethnography's power to get behind the ...

  21. DISSERTATION: AN AUTOETHNOGRAPHIC JOURNEY TO THE SELF

    Abstract. Autoethnography, as a research methodology, seeks to describe and understand the self and others in common social, cultural lived experiences. This study is an autoethnography of my ...

  22. PDF An ethnographic study exploring the experiences of women who

    An ethnographic approach has been adopted to undertake this research, where participant observation, ... 1.6 Layout of dissertation 16 . Chapter 2: LITERATURE REVIEW 18 . 2.0 Gender ideology 18 . 2.0.1 Gender ideologies and power 19 . 2.0.2 Gender ideologies and the body 19 ...

  23. Doctoral Dissertation Research: An Ethnographic Study of Patient

    View Full Project Details for Doctoral Dissertation Research: An Ethnographic Study of Patient-Activism and an Emerging Illness. Return to top. Footer Topic Menu 2. Eunice Kennedy Shriver National Institute of Child Health and Human Development; National Institutes of Health;

  24. Ethnography of a Colonial Present: History, Experience, and Political

    This dissertation is an ethnography of a colonial present and the making of political consciousness in West Papua, a self-identifying term that refers to Indonesia's easternmost provinces of Papua and West Papua. Despite Papuans' demands for their own nation-state, West Papua was transferred from Dutch colonial power in 1963 and ...

  25. Patrice D. Collins is the 2024 winner of the Yale Sociology department

    Patrice Collins' 2022 dissertation, 'Everybody is Locked Up': Families with Incarcerated Loved Ones, is an outstanding ethnographic study that renders and explains the ways in which ordinary, everyday policing effectively criminalizes a significant portion of the impoverished local Black community in New Haven, Connecticut, while simultaneously working to delegitimate the wider systems ...

  26. Doctoral Dissertation Research: An Ethnographic Study of Patient ...

    ABSTRACT This award supports a doctoral dissertation research project to conduct a sociological study of people with chronic fatigue syndrome. The researcher will attempt to understand how people with this syndrome seek legitimation of their bodily experience, and in the process attempt to put into practice the syndrome as a disease in and beyond biomedicine.

  27. Ethnography and ethnohistory support the efficiency of hunting ...

    Over 8,000 memoirs, travelogs, missionary accounts, reports of governmental agencies, monographs, dissertations and published research papers were included. All sources are in the public domain.

  28. Breaking boundaries: UCSB grad students win prestigious Mellon/ACLS

    They will use the funding and support from the award to expand the scope of their winning dissertation, "Archivo vivo! An Ethnography of the Archive: Latin American Sex and Gender Community Archives." "I have an outline of chapters, I know the sites I'm working at, I know the communities I'm going to be talking to," Fraccaroli said.

  29. Anthropology major Aisha Chebbi '24 wins 2024 Spirit of Princeton Award

    A senior on the Medical Anthropology track, Aisha Chebbi '24, has been named one of eight winners of the 2024 Spirit of Princeton Award for service. Sponsored by the Office of the Dean of the Undergraduate Students, the Spirit of Princeton Award honors undergraduates' positive contributions to campus life through the dedicated effort in student ...