Quantitative and Qualitative Methods, and the Techniques of Social Research

This chapter covers the last two blocks of Unit 2. 'Quantitative and Qualitative Methods' names four: ethnography, the survey method, the historical method and the comparative method. 'Techniques' names five groups: sampling; questionnaire and schedule; statistical analysis; observation, interview and case study; and interpretation, data analysis and report writing. A method is a strategy for producing evidence of a certain kind; a technique is a tool used within a method. The paper expects you to know which tool belongs to which strategy, and the classic studies that established each.

1. Four methods: ethnography, survey, historical and comparative

MethodWhat it producesLandmarks
EthnographyHolistic, first-hand description of a way of life through prolonged fieldwork and participant observation; the aim is the members' own point of view (the emic), set against the analyst's comparative categories (the etic, a distinction from the linguist Kenneth Pike).Malinowski's Trobriand fieldwork; William Foote Whyte's Street Corner Society (1943); Srinivas's Rampura
SurveyStandardised data from a sample, allowing generalisation to a population; cross-sectional (one point in time) or longitudinal — trend studies, cohort studies and panel studies that follow the same people.Charles Booth's survey of London poverty; national sample surveys such as the NSS and NFHS in India
HistoricalReconstruction of past social processes from documents and records, with external criticism (is the source genuine?) and internal criticism (is its content credible?), distinguishing primary from secondary sources.Weber's studies of religion; Marx's historical analyses; historical sociology of caste from census and settlement records
ComparativeSystematic comparison of societies, institutions or periods to identify causes of similarity and difference, often following J.S. Mill's method of agreement and method of difference.Durkheim's Suicide; Weber's comparative sociology of world religions
ℹ️ Durkheim on comparison
Durkheim wrote in The Rules of Sociological Method that 'comparative sociology is not a particular branch of sociology; it is sociology itself', because sociology cannot experiment and must use indirect experiment — the method of concomitant variations — by comparing cases.

2. Sampling

A sample is a subset drawn from a population (universe) according to a sampling frame, the list from which units are selected. In probability sampling every unit has a known, non-zero chance of selection, so sampling error can be estimated and results generalised. In non-probability sampling selection depends on judgement or convenience, which suits exploratory and qualitative work but does not permit statistical generalisation. Sampling error is the difference between a sample statistic and the population value arising from chance; it falls as sample size rises. Non-sampling errors — non-response, poor questions, interviewer bias — do not.

Probability designsNon-probability designs
Simple random — every unit equally likely, by lottery or random numbersConvenience (accidental) — whoever is at hand
Systematic — every k-th unit after a random start, k = N/nPurposive (judgemental) — units chosen for their relevance
Stratified — population divided into homogeneous strata (caste, gender), then random selection within eachQuota — strata filled to set numbers, but units chosen non-randomly
Cluster / multi-stage — naturally occurring groups (villages) sampled first, then units within themSnowball — each respondent leads to others; used for hidden populations
⚠️ Stratified is not quota
Both divide the population into categories. The difference is in the final step: stratified sampling selects randomly within each stratum and is a probability design; quota sampling lets the investigator pick anyone who fits the category until the quota is filled, and is not.

3. Questionnaire, schedule, observation, interview and case study

A questionnaire is a list of questions filled in by the respondent himself, usually sent by post or online; it is cheap and reaches a wide, dispersed, literate population, but suffers low response rates and cannot clarify misunderstood questions. A schedule is the same kind of list but filled in by the enumerator in a face-to-face meeting; it suits illiterate respondents, gives higher response and allows clarification, at greater cost and with the risk of interviewer influence. Questions may be open-ended or closed (fixed alternatives), and attitudes may be measured by scales such as the Likert scale (degrees of agreement), the Bogardus social distance scale and the Thurstone scale.

  • Observation: participant (the researcher takes part in the group's life, openly or covertly) or non-participant; structured (with a checklist) or unstructured. Gold's four roles run from complete participant through participant-as-observer and observer-as-participant to complete observer.
  • Interview: structured (fixed questions and order), semi-structured (an interview guide) or unstructured (conversational, in-depth). The focused interview of Merton, Fiske and Kendall (1956) concentrates on a respondent's experience of a known situation; the focus group interviews several people together to capture interaction.
  • Case study: intensive study of a single unit — a person, family, village, organisation or event — in its full context, often using life histories and documents. Frédéric Le Play's family budget studies and Thomas and Znaniecki's The Polish Peasant in Europe and America (1918–20), built on letters and a life history, are classic examples.

4. Statistical analysis, interpretation and report writing

Level of measurement (S.S. Stevens)PropertyAppropriate average and association
Nominal (religion, caste)Categories onlyMode; chi-square test
Ordinal (class ranking, Likert response)Categories with orderMedian; Spearman's rank correlation
Interval (temperature in Celsius)Equal intervals, arbitrary zeroMean; Pearson's correlation
Ratio (income, age)Equal intervals and a true zeroMean, all ratios meaningful; Pearson's correlation

Descriptive statistics summarise data — central tendency (mean, median, mode), dispersion (range, standard deviation) and association (correlation coefficients from −1 to +1, where correlation never by itself establishes causation). Inferential statistics test whether a sample result could have arisen by chance, as in the chi-square test for association between two categorical variables. Qualitative analysis proceeds by coding, grouping codes into themes, and comparing cases. Interpretation connects findings back to the research question and theory, and triangulation — using several methods, data sources or investigators on the same question — strengthens confidence. A research report conventionally sets out the problem, review of literature, objectives and hypotheses, methodology, findings, discussion and conclusions, with references and appendices containing the tools used.

Key takeaways

  • Ethnography seeks the emic view through prolonged participant observation; surveys generalise from samples, cross-sectionally or longitudinally; the historical method weighs sources by external and internal criticism; the comparative method is, for Durkheim, sociology itself.
  • Probability samples (simple random, systematic, stratified, cluster, multi-stage) permit estimation of sampling error; non-probability samples (convenience, purposive, quota, snowball) do not.
  • A questionnaire is filled in by the respondent, a schedule by the enumerator; interviews range from structured to unstructured, and case studies examine one unit in depth.
  • The level of measurement — nominal, ordinal, interval, ratio — decides which average and which test of association are appropriate.
  • Correlation does not establish causation; triangulation strengthens interpretation; the report moves from problem and literature through method to findings and conclusions.

Practice questions (10)

Attempt each one before opening the answer. Every explanation names the tempting wrong option as well as the right one, because that is where marks are lost.

  1. The basic difference between a questionnaire and a schedule is that:

    1. A questionnaire is filled in by the respondent, a schedule by the enumerator
    2. A questionnaire has only closed questions
    3. A schedule is used only in historical research
    4. A schedule cannot contain open-ended questions
    Show answer

    Answer: A — A questionnaire is filled in by the respondent, a schedule by the enumerator

    Both are lists of questions and both can mix open and closed items; what separates them is who records the answers — the respondent (questionnaire) or the investigator in a face-to-face meeting (schedule).
  2. A researcher studying sex workers, a hard-to-reach population, asks each respondent to introduce others. This is:

    1. Systematic sampling
    2. Cluster sampling
    3. Stratified random sampling
    4. Snowball sampling
    Show answer

    Answer: D — Snowball sampling

    Snowball sampling builds the sample through referrals and suits hidden or stigmatised populations with no sampling frame; it is a non-probability design.
  3. Which of the following are probability sampling designs? Select all that apply.

    1. Quota sampling
    2. Multi-stage cluster sampling
    3. Systematic sampling
    4. Stratified random sampling
    Show answer

    Answer: B — Multi-stage cluster sampling; C — Systematic sampling; D — Stratified random sampling

    Systematic, multi-stage cluster and stratified random sampling all give every unit a known chance of selection. Quota sampling fills categories by the interviewer's choice and is non-probability.
  4. In systematic sampling from a list of 2,000 households, a sample of 100 is required. What is the sampling interval k?

    Numerical answer — type the value.

    Show answer

    Answer: 20

    The sampling interval is k = N/n = 2000/100 = 20: after a random start between 1 and 20, every twentieth household on the list is selected.
  5. Data on respondents' religion (Hindu, Muslim, Sikh, Christian and so on) are at which level of measurement?

    1. Ordinal
    2. Interval
    3. Ratio
    4. Nominal
    Show answer

    Answer: D — Nominal

    Religious categories have no inherent order or distance between them, so the data are nominal; the mode is the appropriate average and chi-square an appropriate test of association.
  6. Establishing whether a document is genuine — its authorship, date and origin — is called:

    1. Triangulation
    2. External criticism
    3. Content analysis
    4. Internal criticism
    Show answer

    Answer: B — External criticism

    External criticism tests authenticity; internal criticism then asks whether the content of an authentic document is accurate and credible. Both are steps of the historical method.
  7. The Polish Peasant in Europe and America, a classic of the life-history and documentary case-study approach, was written by:

    1. W.I. Thomas and Florian Znaniecki
    2. William Goode and Paul Hatt
    3. Robert Park and Ernest Burgess
    4. Barney Glaser and Anselm Strauss
    Show answer

    Answer: A — W.I. Thomas and Florian Znaniecki

    Thomas and Znaniecki (1918–20) used letters, a long life history and other personal documents to study Polish migrants. Park and Burgess led the Chicago school's urban ecology; Goode and Hatt wrote Methods in Social Research; Glaser and Strauss developed grounded theory.
  8. Assertion (A): A strong correlation between two variables does not by itself show that one causes the other. Reason (R): Both variables may be influenced by a third variable. Choose the correct option.

    1. Both A and R are true, and R is the correct explanation of A
    2. Both A and R are true, but R is not the correct explanation of A
    3. A is true, but R is false
    4. A is false, but R is true
    Show answer

    Answer: A — Both A and R are true, and R is the correct explanation of A

    A spurious correlation produced by a common cause is precisely why correlation cannot establish causation; causal claims also need temporal order and the elimination of alternative explanations.
  9. Which pairing of method and landmark study is NOT correct?

    1. Panel study — Argonauts of the Western Pacific
    2. Comparative method — Durkheim's Suicide
    3. Ethnography — Street Corner Society
    4. Survey — Charles Booth's study of London poverty
    Show answer

    Answer: A — Panel study — Argonauts of the Western Pacific

    Argonauts of the Western Pacific is Malinowski's ethnography of the Trobriand Islanders, not a panel study, which repeatedly surveys the same respondents over time.
  10. Using interviews, participant observation and official records together to study the same question, in order to cross-check findings, is known as:

    1. Replication
    2. Stratification
    3. Operationalisation
    4. Triangulation
    Show answer

    Answer: D — Triangulation

    Triangulation, a term Norman Denzin systematised, combines methods, data sources, investigators or theories; convergence strengthens confidence and divergence prompts further inquiry.