How can a flexible design researcher persuade his/her audience the research findings are to be trusted? Validity and reliability have for long been common measures of quality and absence of bias in fixed quantitative research designs, but they are only now being given serious consideratios in flexible research design. The approach was for qualitative researchers to argue that the quality of research in fixed and flexible research paradigms be judged by each paradigm’s own terms. Thus, while the terms reliability and validity were considered essential criteria for quality in quantitative paradigms, proponents of flexible qualitative designs preferred the terms credibility, transferability, dependability, and confirmability.
But as Robson has argued, reliability and validity are both of which are essential ingredients to rigor in scientific studies; and to state that they are not pertinent to qualitative research is to cast qualitative research as lacking validity, reliability, and consequently scientific rigor. A way forward is for qualitative flexible design researchers to dwell not on semantic issues but on ways to operationalize these terms to suit the conditions and circumstances of flexible qualitative designs.
Threats to validity With respect to validity of a flexible design, Robson suggests that we start by considering what constitutes good quality research and the possible threats to achieving it. Threats to validity can be classified based on the kinds of understanding involved in qualitative research, i.e. description, interpretation, and theory.
Description: The main threat to a valid description of what the researcher has observed is inaccurate or incomplete data. He suggests that audio- and video-taping should be carried out whenever feasible.
Interpretation: The main threat to a valid interpretation lies in the researcher imposing a framework or meaning on the research without allowing the meaning to emerge from what he/she learned during his/her involvement with the research setting. To ensure validity of interpretation, conclusions and findings must include a demonstration of how interpretations were reached.
Theory: The main threat to a valid theory lies in not considering alternative explanations or understandings of the phenomena being studied. This can be reduced by actively seeking data and evidence that are not in consonance with one’s theory.
Another typology divides threats to validity into reactivity, researcher biases, and respondent biases. Reactivity refers to the effects the researcher’s presence has on the research setting, particularly the way in which the presence of the researcher can influence the behavior of the people involved. Respondent bias ranges from obstructions and withholding of information to giving answers that the respondent judges to be what the researcher wants. Research bias arises from preconceptions and assumptions that influence how the researcher is conducting the research—the persons selected, the kinds of questions asked, the selection of data for analysis, and the like. These threats, though present in all research involving people, are more so in flexible research designs. Robson presents the following as commonly used strategies for dealing with them in flexible designs:
Prolonged involvement—a relatively prolonged involvement reduces reactivity and respondent bias, but may increase researcher bias. The so-called the going native threat makes it difficult for the researcher to maintain the researcher role for an extended period of time.
Triangulation—this involves the use of multiple sources to enhance the rigor of the research. It could be on the basis of data, observers, methodologies (quantitative and qualitative), and theories. Triangulation reduces all three threats (reactivity, respondent bias, and researcher bias).
Peer briefing and support—Flexible research designs can be tedious, demanding, and stressful. Peer groups help the researcher deal with these problems as well as the concomitant researcher bias. They, however, do not have any effect on reactivity and respondent bias
Member checking—this involves the researcher going back to the respondents or presenting them with material such as transcripts, accounts, and interpretations made. Done well, it should reduce reactivity, researcher bias, and respondent bias.
Negative case analysis—the researcher actively searches for instances that will disconfirm his/her theory. This can be done using data already collected or additional data collected for this express purpose. Either way, the researcher has a ethical responsibility to do it honestly and thoroughly. It reduces researcher bias but has no effect on reactivity and respondent bias.
Audit trail, as a strategy to forestall threats to validity, requires that the researcher keeps a full record of research activities, including raw data, research journal, as well as details of coding and data analysis. Audit trail reduces researcher bias.
Unlike fixed research designs where threats to validity are dealt with in advance as part of the design process, flexible designs deal with threats to validity after the research process has already begun, using data generated in the process.
Reliability in flexible designs is more or less a consequence of the validity the study. In other words, once validity of the research is assured, reliability will generally follow. But Robson points out a caveat: “reliability involves not only being thorough, careful, and honest in carrying out the research, but also being able to show others that you have been.”