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When undertaking qualitative research, the scholar/researcher has a multiplicity of roles and responsibilities, often enacted simultaneously. Many of these roles are so intuitive and commonly understood that they are rarely discussed in standard methods texts. However, other roles, particularly the role of the researcher in relation to study participants, have generated a great deal of controversy and angst and have been debated endlessly across all of the disciplines in which qualitative research has both epistemological and methodological acceptance. The goal of this entry, then, is to make visible the many roles of the qualitative researcher and to provide a sense of the larger scholarly framework within which these roles are enacted and examined.

The researcher's roles are discussed in two sections. Tacit roles have to do with the knowledge and commonly understood practices that the researcher brings with him or her to the study concerning how scholarly research should proceed. In any of the tacit roles, the researcher is the recognized expert who must ensure that the research proceeds according to accepted standards and procedures. Interactionist roles, on the other hand, have to do with how the researcher conceptualizes and frames his or her role in relation to study participants and what effect the researcher's presence might have on the thoughts and actions of research participants and the knowledge that accrues from the study. The interactionist issues that arise are considered reflexively by the researcher, who then must make a decision about how best to proceed given the unfolding circumstances of the research.

Tacit Roles

The researcher's role begins at the stage of research conceptualization. At this point, the researcher takes on the role of an informed “ideas” person. The researcher uses his or her prior knowledge of an area of study within a discipline, or across more than one discipline, to propose a well-crafted and coherent project with clearly articulated research questions. The research project could be a stand-alone project for a limited time frame, or it could be part of a much larger program of study unfolding over a longer period of time, perhaps a decade or more. In either case, in the role of the “ideas” person, the researcher has a number of responsibilities, the understanding of which is internalized throughout the process of attaining a PhD and develops further as new research projects are undertaken. Because the vast majority of researchers do have a PhD, the responsibilities of the ideas person are well understood by all scholars but are rarely discussed. Some of them include the following:

  • Keeping current and abreast of the scholarly literature (including philosophical discussions, theoretical developments, and research findings) related to the topic under consideration
  • Maintaining a critical awareness of the issues/questions needing further examination
  • Having a thorough understanding of the parameters of qualitative research
  • Proposing a project that is manageable and can be completed successfully
  • Ensuring that the research will be conducted according to accepted methodological and ethical standards
  • Seeking appropriate funding so that an investigation can be done as fully and thoroughly as possible
  • Ensuring that the research is meaningful in terms of its contribution both to the discipline in particular and to knowledge or society in general

The qualitative researcher maintains the role of ideas person throughout the study, constantly and reflectively blending the theoretical framework(s) of the study with the qualitative observations to provide new and/or unique interpretations of how participants come to develop certain meanings and practices within their social worlds.

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