what is field study research

Skip to main content
Skip to primary sidebar
Skip to footer
QuestionPro

Solutions Industries Gaming Automotive Sports and events Education Government Travel & Hospitality Financial Services Healthcare Cannabis Technology Use Case NPS+ Communities Audience Contactless surveys Mobile LivePolls Member Experience GDPR Positive People Science 360 Feedback Surveys
Resources Blog eBooks Survey Templates Case Studies Training Help center

Home Market Research

What is Field Research: Definition, Methods, Examples and Advantages

What is Field Research?

Field research is defined as a qualitative method of data collection that aims to observe, interact and understand people while they are in a natural environment. For example, nature conservationists observe behavior of animals in their natural surroundings and the way they react to certain scenarios. In the same way, social scientists conducting field research may conduct interviews or observe people from a distance to understand how they behave in a social environment and how they react to situations around them.

Learn more about: Market Research

Field research encompasses a diverse range of social research methods including direct observation, limited participation, analysis of documents and other information, informal interviews, surveys etc. Although field research is generally characterized as qualitative research, it often involves multiple aspects of quantitative research in it.

Field research typically begins in a specific setting although the end objective of the study is to observe and analyze the specific behavior of a subject in that setting. The cause and effect of a certain behavior, though, is tough to analyze due to presence of multiple variables in a natural environment. Most of the data collection is based not entirely on cause and effect but mostly on correlation. While field research looks for correlation, the small sample size makes it difficult to establish a causal relationship between two or more variables.

LEARN ABOUT: Best Data Collection Tools

Methods of Field Research

Field research is typically conducted in 5 distinctive methods. They are:

Direct Observation

In this method, the data is collected via an observational method or subjects in a natural environment. In this method, the behavior or outcome of situation is not interfered in any way by the researcher. The advantage of direct observation is that it offers contextual data on people management , situations, interactions and the surroundings. This method of field research is widely used in a public setting or environment but not in a private environment as it raises an ethical dilemma.

Participant Observation

In this method of field research, the researcher is deeply involved in the research process, not just purely as an observer, but also as a participant. This method too is conducted in a natural environment but the only difference is the researcher gets involved in the discussions and can mould the direction of the discussions. In this method, researchers live in a comfortable environment with the participants of the research design , to make them comfortable and open up to in-depth discussions.

Ethnography

Ethnography is an expanded observation of social research and social perspective and the cultural values of an entire social setting. In ethnography, entire communities are observed objectively. For example, if a researcher would like to understand how an Amazon tribe lives their life and operates, he/she may chose to observe them or live amongst them and silently observe their day-to-day behavior.

LEARN ABOUT: Behavioral Targeting

Qualitative Interviews

Qualitative interviews are close-ended questions that are asked directly to the research subjects. The qualitative interviews could be either informal and conversational, semi-structured, standardized and open-ended or a mix of all the above three. This provides a wealth of data to the researcher that they can sort through. This also helps collect relational data. This method of field research can use a mix of one-on-one interviews, focus groups and text analysis .

LEARN ABOUT: Qualitative Interview

A case study research is an in-depth analysis of a person, situation or event. This method may look difficult to operate, however, it is one of the simplest ways of conducting research as it involves a deep dive and thorough understanding the data collection methods and inferring the data.

Steps in Conducting Field Research

Due to the nature of field research, the magnitude of timelines and costs involved, field research can be very tough to plan, implement and measure. Some basic steps in the management of field research are:

Build the Right Team: To be able to conduct field research, having the right team is important. The role of the researcher and any ancillary team members is very important and defining the tasks they have to carry out with defined relevant milestones is important. It is important that the upper management too is vested in the field research for its success.
Recruiting People for the Study: The success of the field research depends on the people that the study is being conducted on. Using sampling methods , it is important to derive the people that will be a part of the study.
Data Collection Methodology: As spoken in length about above, data collection methods for field research are varied. They could be a mix of surveys, interviews, case studies and observation. All these methods have to be chalked out and the milestones for each method too have to be chalked out at the outset. For example, in the case of a survey, the survey design is important that it is created and tested even before the research begins.
Site Visit: A site visit is important to the success of the field research and it is always conducted outside of traditional locations and in the actual natural environment of the respondent/s. Hence, planning a site visit alongwith the methods of data collection is important.
Data Analysis: Analysis of the data that is collected is important to validate the premise of the field research and decide the outcome of the field research.
Communicating Results: Once the data is analyzed, it is important to communicate the results to the stakeholders of the research so that it could be actioned upon.

LEARN ABOUT: Research Process Steps

Field Research Notes

Keeping an ethnographic record is very important in conducting field research. Field notes make up one of the most important aspects of the ethnographic record. The process of field notes begins as the researcher is involved in the observational research process that is to be written down later.

Types of Field Research Notes

The four different kinds of field notes are:

Job Notes: This method of taking notes is while the researcher is in the study. This could be in close proximity and in open sight with the subject in study. The notes here are short, concise and in condensed form that can be built on by the researcher later. Most researchers do not prefer this method though due to the fear of feeling that the respondent may not take them seriously.
Field Notes Proper: These notes are to be expanded on immediately after the completion of events. The notes have to be detailed and the words have to be as close to possible as the subject being studied.
Methodological Notes: These notes contain methods on the research methods used by the researcher, any new proposed research methods and the way to monitor their progress. Methodological notes can be kept with field notes or filed separately but they find their way to the end report of a study.
Journals and Diaries: This method of field notes is an insight into the life of the researcher. This tracks all aspects of the researchers life and helps eliminate the Halo effect or any research bias that may have cropped up during the field research.

LEARN ABOUT: Causal Research

Reasons to Conduct Field Research

Field research has been commonly used in the 20th century in the social sciences. But in general, it takes a lot of time to conduct and complete, is expensive and in a lot of cases invasive. So why then is this commonly used and is preferred by researchers to validate data? We look at 4 major reasons:

Overcoming lack of data: Field research resolves the major issue of gaps in data. Very often, there is limited to no data about a topic in study, especially in a specific environment analysis . The research problem might be known or suspected but there is no way to validate this without primary research and data. Conducting field research helps not only plug-in gaps in data but collect supporting material and hence is a preferred research method of researchers.
Understanding context of the study: In many cases, the data collected is adequate but field research is still conducted. This helps gain insight into the existing data. For example, if the data states that horses from a stable farm generally win races because the horses are pedigreed and the stable owner hires the best jockeys. But conducting field research can throw light into other factors that influence the success like quality of fodder and care provided and conducive weather conditions.
Increasing the quality of data: Since this research method uses more than one tool to collect data, the data is of higher quality. Inferences can be made from the data collected and can be statistically analyzed via the triangulation of data.
Collecting ancillary data: Field research puts the researchers in a position of localized thinking which opens them new lines of thinking. This can help collect data that the study didn’t account to collect.

LEARN ABOUT: Behavioral Research

Examples of Field Research

Some examples of field research are:

Decipher social metrics in a slum Purely by using observational methods and in-depth interviews, researchers can be part of a community to understand the social metrics and social hierarchy of a slum. This study can also understand the financial independence and day-to-day operational nuances of a slum. The analysis of this data can provide an insight into how different a slum is from structured societies.
U nderstand the impact of sports on a child’s development This method of field research takes multiple years to conduct and the sample size can be very large. The data analysis of this research provides insights into how the kids of different geographical locations and backgrounds respond to sports and the impact of sports on their all round development.
Study animal migration patterns Field research is used extensively to study flora and fauna. A major use case is scientists monitoring and studying animal migration patterns with the change of seasons. Field research helps collect data across years and that helps draw conclusions about how to safely expedite the safe passage of animals.

LEARN ABOUT: Social Communication Questionnaire

Advantages of Field Research

The advantages of field research are:

It is conducted in a real-world and natural environment where there is no tampering of variables and the environment is not doctored.
Due to the study being conducted in a comfortable environment, data can be collected even about ancillary topics.
The researcher gains a deep understanding into the research subjects due to the proximity to them and hence the research is extensive, thorough and accurate.

Disadvantages of Field Research

The disadvantages of field research are:

The studies are expensive and time-consuming and can take years to complete.
It is very difficult for the researcher to distance themselves from a bias in the research study.
The notes have to be exactly what the researcher says but the nomenclature is very tough to follow.
It is an interpretive method and this is subjective and entirely dependent on the ability of the researcher.
In this method, it is impossible to control external variables and this constantly alters the nature of the research.

LEARN ABOUT: 12 Best Tools for Researchers

MORE LIKE THIS

Why Multilingual 360 Feedback Surveys Provide Better Insights

Jun 3, 2024

Raked Weighting: A Key Tool for Accurate Survey Results

May 31, 2024

Top 8 Data Trends to Understand the Future of Data

May 30, 2024

Skip navigation

World Leaders in Research-Based User Experience

Field studies.

January 12, 2024 2024-01-12

Email article
Share on LinkedIn
Share on Twitter

UX researchers are responsible for learning about users, their goals, challenges, and activities, and for bringing that understanding to the organization. If you notice gaps in your knowledge and you want to understand what user behavior is like in real life, then it might be time to leave the office to run a field study.

Other research methods like secondary (desk) research , diary studies , unmoderated usability testing , remote - or lab-moderated (in-person) usability research are often popular because they are either easier to set up or they are less resource-intensive (or both) compared to a field study. However, field studies can fill the gaps left by these other methods:

Observing users in real scenarios will provide you with specific data that directly applies to your audience. Field studies that focus on specific tasks help researchers learn how to best support these tasks. For example, do people tend to use the product or service in the car? While checking in at a facility? At a kiosk? Field studies can reveal how well (or not well) the design supports realistic use cases.
The context in which people do their tasks can reveal things you wouldn’t know to ask about, such as problems that crop up when new tools or processes are introduced into existing work practices. It also allows you to understand how well systems work in their normal context of use: when people are, say, distracted, in noisy places, or interacting with other people.

The range of possible field studies is very wide. Field studies can be either entirely immersive and open-ended or less immersive and more directed, involving prototypes or usage of specific existing systems.

A spectrum of field studies, ranging from attitudinal to observational. A note reads: Field studies are an inherently observational method, however, some methods allow for more researcher probing or inquiry than others. Site visits lean more attitudinal. Contextual inquiry is in the middle of the spectrum. Direct observation is completely observational.

Direct Observation

Direct observation is a purely observational study in which the researcher is a “fly on the wall;" they do not intervene in the participants’ activities, nor do they ask any questions. This method is useful for conducting research into user processes — for instance, to help create natural task flows. It is also great for learning users' vocabularies and mental models , understanding businesses’ interactions with customers, and discovering common workarounds — for example by listening in on support calls, watching people moving through amusement parks, or observing sales staff and customers in stores.

Contextual Inquiry

Contextual inquiry involves a combination of in-depth observation and interviews of a small sample of users to gain a robust understanding of work practices and behaviors. Most qualitative usability tests in the field fall under this category.

Customer-Site Visits

Customer-site visits are a combination of direct observations and customer interviews, often led by the customer or client. For example, you might take a tour of a facility or walk through a system with them. These visits can help you understand usability issues that arise in particular industries or business contexts, or at certain scales.

Ethnography

Ethnography requires complete immersion within a person’s or group’s natural setting for a sustained period, in some cases, living as a member of the group. It allows you to gain insight into mental models and social situations that can help products and services fit into people’s lives. This type of research is particularly helpful when your target audience lives in a culture or environment that is different from yours.

Field studies can be done at any time , but it often makes sense to do them before design (or redesign) begins, because such research can lead to fundamental shifts in understanding your users and can change what you would design for them. In particular, it makes sense to use these in the discovery phase of research, while you are still understanding the problem space.

Field studies can also be used in later stages of design or development, as an evaluative research technique . Sometimes this is referred to as “field testing” or “beta testing.” Field testing is a form of field research in which an existing prototype is utilized in its typical context.

If money were no object, we would probably all do much more field research. Unfortunately, field methods have not become cheaper at the same rate as other usability methods, and they can be challenging to facilitate. Beyond reasons of resource constraint, you might decide to stay out of the field in certain other cases.

Remote, Moderated Usability Research

With the advent of digital meeting tools and video chat, field studies can somewhat be facilitated remotely , with participants and facilitators each in their chosen locations. This remote, interactive approach can often be cheaper and faster than field or lab studies, since everyone avoids expensive and time-consuming travel to unfamiliar places. Being in your own space also offers comfort, familiar tools, and convenience.

Remote, moderated studies make sense when:

Your participants are all over the map , and traveling to meet in person is too difficult or expensive.
It’s important to get answers quickly and cheaply, and you already understand the people, tasks, and contexts in depth .
You need to conduct a few sessions at a time , for example when testing early designs with only a couple of users for each iteration.
Many stakeholders or interested parties wish to observe the session , which would be impractical and disruptive during a field study, either by limiting rapport or literally crowding the room. These folks could be “hidden” from participants’ eyes with digital-meeting tools.

Still, remote moderated studies are often limited in how much external context is observable. In other words: you can’t see what the user’s camera doesn’t show you. That missing context is often important when you are trying to understand people and their environment, and extra steps need to be taken to ensure these studies yield fruitful insights.

Lab Research (Including Traditional and XR or Simulation-Based Research)

You might wish to conduct in-person research in labs, conference rooms, or other spaces when:

What you are testing or researching is particularly confidential, sensitive, or private.
You need to record the session (but cannot do so remotely or in the users’ secured location).
You have several observers who wish to observe these sessions and you can place them into an observer room with a one-way mirror.
The scenario you need to study is impossible, impractical, or unethical to observe in person (for example: natural disasters, traumatic events, or high-risk scenarios), and must be simulated with extended-reality (XR) headsets or other technology.

While planning your field study , there are steps you can take to optimize your time spent observing users in their context. Ensure your research plan considers the following:

What Are Your Research Questions ?

Carefully consider what your team wants to learn, and how that (and other contextual factors) might factor into the field study’s setup.

Participants: Who are your target users? Depending on the research method you use, you might need a professional recruiter or a team member to help you screen and schedule people.
Setting: Go where your potential users are most likely doing the tasks you would like to observe: workplaces, schools, shopping centers, airports, and so on. Is there a specific environment or scenario that would be most realistic for your target users? Are there travel considerations (for you and the participants)? Do you have a private room where you can debrief with fellow researchers and observers?
Timing: What time of day are these activities typically happening (or, alternatively, when in the customer journey)? Will you need to coordinate these sessions outside your normal working hours to accommodate participant schedules?
Method: How much (or how little) do your participants reveal about their workflow? Does probing seem to significantly disrupt your users’ workflows? Will you need to prepare followup questions for after the observational portion to limit disruptions in users’ natural process? Or, are these questions better asked contextually, in the moment?

Who Is Accompanying You During the Field Study?

While there are certainly cases where a sole researcher will conduct field research alone, it’s far more common to be accompanied by other people, be it fellow researchers (either taking notes or running sessions concurrently) or observers.

Fellow Researchers

During a field study, side chatter can not only be distracting, but it can also bias the results of your study. Similarly, lack of alignment about research questions and intent behind studying tasks can result in researchers observing the wrong things or missing key details. To reduce chatter and increase alignment with others, consider having a research plan and facilitator guide available, with research questions clearly outlined. That way, researchers can not only follow quietly and confidently, but can run sessions in a consistent manner that reduces bias.

Decide whether to allow stakeholders to watch, and if so, what logistical constraints need to be communicated to them. Although it’s often strategically important and desirable to involve stakeholders in observing user research , it’s not always possible with field studies. Sometimes observers won’t fit in the space, or they would make the research situation too intimidating or otherwise create an awkward situation for the participants. When that happens, you won’t get to observe the most natural behavior and you might not get the candid information that you need.

However, sometimes outside researchers can’t be left alone with participants as a matter of organizational policy, so observers must be present. In any case, consider having “slots” for observers to claim, and provide clear guidelines during signup to ensure observers know how to observe and how to help collect data , so they won’t behave badly .

Do You Have the Right Permissions?

Make sure you have permission to run the study; not just from supervisors or participants, but also from the facility managers. When applicable, work with an ally onsite. When visiting a business, for example, you might need help recruiting, scheduling, reminding, rewarding, and briefing participants. An onsite helper can escort you, introduce you, and help you with equipment or space issues. You may need to get permission in advance to conduct research in public or commercial spaces.

When you encounter problems or behavior that you don’t understand around existing products or services, field studies can help you take a step back and find a new perspective, based on realistic user behavior in realistic contexts.

Doing research where people are can also be crucial to understanding whether new products and services will help, hinder, or fall flat for the people you aim to assist. Set aside assumptions and allow insights to reframe what you’re creating and how it will affect the experiences of the people you’re designing for.

Related Courses

User interviews.

Uncover in-depth, accurate insights about your users

User Research Methods: From Strategy to Requirements to Design

Pick the best UX research method for each stage in the design process

ResearchOps: Scaling User Research

Orchestrate and optimize research to amplify its impact

Learn More:

Please accept marketing cookies to view the embedded video. https://www.youtube.com/watch?v=GvYjOrwM2fI

4 Steps to Field Studies with Users

UX Researchers, We Like to Watch (UX Slogan #16)

Maria Rosala · 4 min

Field Studies vs. Diary Studies

What Are Contextual Inquiries?

Mayya Azarova · 3 min

27 Tips and Tricks for Conducting Successful User Research in the Field

Susan Farrell and Mayya Azarova · 5 min

Context Methods: Study Guide

Kate Moran and Mayya Azarova · 4 min

Should You Run a Survey?

Maddie Brown · 6 min

Balancing Natural Behavior with Incentives and Accuracy in Diary Studies

Mayya Azarova · 6 min

6 Mistakes When Crafting Interview Questions

Maria Rosala · 5 min

Why Field-Study Sessions Go Wrong: 5 Common Problems

Mayya Azarova · 5 min

What is Field Research? Definition, Types, Methods, Examples

Appinio Research · 05.04.2024 · 30min read

Have you ever wondered how researchers gather data about real-life situations, behaviors, and interactions? Field research holds the answer. Field research is like stepping into the world around us to study things as they naturally happen. It's about going beyond the confines of a lab or a controlled environment to observe, interact with, and collect data from people, communities, or natural settings. Whether it's understanding how people make decisions, studying the behavior of animals in their habitats, or exploring cultural practices in different societies, field research offers a window into the complexities of our world. It's a hands-on approach that allows you to immerse yourself in the context you're studying, gaining firsthand insights and uncovering patterns that might not be apparent in artificial settings. From interviewing participants to conducting observations and surveys, field researchers employ a variety of techniques to capture the richness and diversity of human experiences and natural phenomena. In this guide, we'll explore the ins and outs of field research, from its importance and applications to practical tips for planning, conducting, and analyzing field studies.

What is Field Research?

Field research is a qualitative data collection method that involves studying phenomena in their natural settings. Unlike laboratory experiments or simulations, field research takes place in real-world environments, allowing you to observe, interact with, and gather data from participants or phenomena as they naturally occur. This approach enables researchers to gain firsthand insights into complex social, behavioral, or environmental dynamics, providing rich and contextually embedded data for analysis and interpretation.

Importance of Field Research

Field research plays a crucial role in various disciplines and industries, serving as a cornerstone for generating new knowledge, understanding real-world phenomena, and informing decision-making and practice.

Here is why field research is important:

Contextual Understanding: Field research allows researchers to study phenomena in their natural contexts, providing a nuanced understanding of the social, cultural, and environmental factors that shape behavior, attitudes, and experiences. By immersing themselves in the field, you can capture the intricacies and complexities of real-life situations that may not be apparent in controlled laboratory settings.
Insights into Human Behavior: Field research provides valuable insights into human behavior, interactions, and relationships in diverse contexts. By observing and interacting with participants in their natural environments, researchers can uncover patterns, motivations, and social dynamics that influence individual and group behaviors. This understanding is essential for addressing societal challenges, designing interventions, and improving policy and practice.
Generating Grounded Theory: Field research often serves as the foundation for grounded theory development, where theoretical frameworks and hypotheses emerge from empirical observations and data analysis. By systematically collecting and analyzing data from the field, you can generate new theories, concepts, or models that are grounded in real-world phenomena and have practical relevance and applicability.
Validating and Supplementing Existing Knowledge: Field research provides an opportunity to validate or supplement existing knowledge derived from laboratory studies, surveys, or secondary data sources. By corroborating findings across different methods and contexts, you can enhance the credibility and robustness of their conclusions and contribute to the accumulation of knowledge in their respective fields.
Informing Policy and Practice: Field research findings have direct implications for policy development, program planning, and practice in various sectors such as healthcare, education, social services, and environmental management . By generating evidence-based insights and recommendations, field research can inform decision-making processes, guide resource allocation, and improve the effectiveness and relevance of interventions and policies.

Field research offers a unique opportunity to explore, understand, and address real-world phenomena in their natural contexts. By embracing the complexities and nuances of the field, researchers can generate valuable insights, advance theoretical understanding, and make meaningful contributions to scholarship, practice, and society at large.

How to Prepare for Field Research?

Laying the groundwork for your research journey is crucial before diving into the field. This involves a series of preparatory steps aimed at ensuring clarity, focus, and feasibility in your approach.

1. Define Research Objectives

Your research objectives serve as the guiding light throughout your field research endeavor. They delineate the purpose of your study and provide a clear direction for your investigative efforts. When defining your objectives, consider the overarching goals you aim to achieve and the specific outcomes you hope to attain through your research. Whether it's understanding a particular phenomenon, exploring a societal issue, or testing a theoretical proposition, articulate your objectives with precision and clarity.

2. Choose a Research Topic

Selecting the right research topic is paramount to the success of your field research project. Your topic should be aligned with your interests, expertise, and the broader context of your field of study. Consider the relevance, novelty, and significance of potential topics, and choose one that resonates with your intellectual curiosity and research goals. Additionally, ensure that your chosen topic is feasible within the constraints of time, resources, and access to data or participants.

3. Develop Research Questions

Research questions serve as the compass that guides your inquiry and shapes the trajectory of your research journey. These questions should be framed in a way that allows for systematic investigation and exploration of the phenomenon under study. When developing your research questions, strive for clarity, specificity, and relevance to your chosen topic. Consider the scope of inquiry, the level of detail required, and the potential implications of your questions for theory, practice, or policy.

4. Formulate Hypotheses

Hypotheses provide a framework for hypothesis-driven research, allowing you to make predictions about the relationships or patterns you expect to observe in your data. If your research is hypothesis-driven, formulate clear and testable hypotheses that articulate the expected outcomes or associations based on existing theory or empirical evidence. Ensure your hypotheses are falsifiable, meaning they can be rigorously tested and potentially disproven through empirical investigation.

5. Review Existing Literature

Before venturing into the field, take the time to immerse yourself in the existing literature relevant to your research topic. A comprehensive literature review not only provides valuable insights into the current state of knowledge but also helps you identify gaps, contradictions, or areas needing further exploration. Synthesize and critically evaluate the findings, theories, and methodologies presented in the literature, and use this knowledge to inform your own research design , questions, and hypotheses.

6. Secure Necessary Permissions and Resources

Obtaining the requisite permissions and resources is essential for the smooth execution of your field research project. Depending on the nature of your study, you may need to seek ethical approval from institutional review boards or obtain permits for conducting research in specific locations or with certain populations.

Additionally, ensure you have access to the necessary resources, such as funding, equipment, transportation, and logistical support, to carry out your research effectively. Be proactive in addressing potential challenges or barriers that may arise during the planning phase, and seek guidance or assistance as needed to navigate the regulatory and logistical requirements of your research endeavor.

How to Plan Field Research?

As you transition from the preparatory phase to the implementation stage, meticulous planning becomes essential to ensure the success and efficiency of your field research endeavors. Let's delve into the key components of planning field research, from selecting appropriate methodologies to anticipating and mitigating potential challenges.

1. Select Suitable Research Methods

Choosing the proper research methods is pivotal to the success of your field research project. Your research objectives, questions, and the nature of the phenomenon under investigation should guide the selection process. Consider the strengths and limitations of various research methodologies, such as qualitative, quantitative, or mixed methods approaches, and choose the one that best aligns with your research goals. Factors to consider include:

The level of depth and detail required.
The type of data you aim to collect.
The accessibility of research participants or sites.

Be prepared to adapt and refine your chosen methods as you gain insights and experience in the field.

2. Design Research Instruments

Once you've identified your research methods, the next step is to design the instruments or tools you'll use to collect data. Whether it's interview guides, survey questionnaires , observation protocols, or experimental materials , your research instruments should be meticulously crafted to elicit relevant and reliable information from your participants.

Pay attention to the clarity, comprehensiveness, and validity of your instruments, ensuring that they align with your research objectives and are appropriate for your target population or context. Pilot testing your instruments with a small sample of participants can help identify and address any ambiguities or issues before full-scale implementation.

3. Determine Sampling Techniques

Sampling is a critical aspect of field research, influencing the representativeness and generalizability of your findings. There are various sampling techniques available, each suited to different research designs and objectives. Consider factors such as the size and diversity of your target population, the accessibility of potential participants, and the level of precision required for your study.

Standard sampling techniques include probability sampling methods like simple random sampling, stratified sampling , or cluster sampling , as well as non-probability sampling methods like convenience sampling, purposive sampling, or snowball sampling. Choose the sampling technique that best balances practical considerations with the need for valid and reliable data.

4. Create a Research Schedule

Developing a well-structured research schedule is essential for keeping your field research project on track and ensuring you meet your deadlines and milestones. Start by breaking down your research activities into manageable tasks and allocating timeframes for each stage of the process, from pre-fieldwork preparation to data analysis and reporting.

Be realistic in your estimations and build in buffer time for unexpected delays or challenges that may arise during fieldwork.
Consider factors such as seasonal variations, logistical constraints, and the availability of participants when scheduling your research activities.
Regularly review and update your schedule as needed to accommodate changes or revisions to your plans.

5. Identify Potential Challenges and Mitigation Strategies

Field research is inherently unpredictable, and you're likely to encounter various challenges and obstacles along the way. Anticipating these challenges proactively and developing mitigation strategies can help minimize their impact on your research outcomes. Common challenges in field research include logistical issues, recruitment difficulties, ethical dilemmas, and interpersonal conflicts.

Take the time to identify potential risks and vulnerabilities inherent in your research design and context, and develop contingency plans or alternative courses of action to address them. Collaborate with peers, mentors, or experienced researchers to brainstorm solutions and draw on their insights and expertise. By being prepared and adaptable, you can navigate the complexities of field research with confidence and resilience.

How to Conduct Field Research?

Now that you've laid the groundwork and meticulously planned your field research project, it's time to roll up your sleeves and immerse yourself in the field.

Data Collection Techniques

Data collection is the heart of field research, enabling you to gather firsthand insights and observations from the field. You can employ several techniques to collect data, depending on your research objectives, context, and the nature of your study.

Observational Methods: Direct observation involves systematically observing and documenting behaviors, interactions, or phenomena in natural settings without interfering or influencing the subjects. This method is particularly useful for studying social interactions, environmental dynamics, or animal behavior.
Interviewing: Interviews allow researchers to engage in structured, semi-structured, or unstructured conversations with participants to gather in-depth insights, perspectives, or experiences related to the research topic. Depending on logistical constraints and participant preferences, interviews can be conducted face-to-face, over the phone, or via digital platforms.
Surveys and Questionnaires : Surveys involve administering standardized questionnaires or surveys to a sample of respondents to collect quantitative data on their attitudes, beliefs, behaviors, or demographics. Surveys can be distributed in person, via mail, email, or online platforms, depending on the target population and accessibility.
Focus Groups : Focus groups bring together a small group of participants to engage in facilitated discussions or brainstorming sessions around specific topics or issues. This method allows you to explore group dynamics, consensus, or dissent among participants and generate rich qualitative data through interaction and dialogue.

Choose the data collection techniques that best align with your research objectives, methodology, and participants' preferences. Be mindful of ethical considerations, informed consent procedures, and the need to maintain confidentiality and privacy during data collection.

As you navigate the intricacies of data collection in your field research journey, imagine streamlining the process and gaining valuable insights in a fraction of the time. With Appinio 's intuitive platform, you can accelerate your research endeavors, transforming hours of data collection into minutes of actionable insights. Empower yourself to make informed decisions swiftly and seamlessly, all while embracing the dynamic nature of field research. Ready to experience the efficiency of Appinio firsthand? Book a demo now and unlock the power of real-time data collection and research!

Book a Demo

Fieldwork Logistics

Effective management of fieldwork logistics is essential for the smooth execution of your research project and the well-being of both researchers and participants. This entails careful planning, coordination, and organization of various logistical aspects, including participant recruitment, site selection, equipment management, and safety protocols.

Recruiting Participants: Identify and recruit eligible participants using appropriate sampling techniques and recruitment strategies. Clearly communicate the purpose and expectations of the study, obtain informed consent, and address any concerns or questions raised by participants.
Establishing Field Sites: Select and secure suitable field sites or locations where data collection will take place. Consider factors such as accessibility, safety, privacy, and the relevance of the site to your research objectives. Obtain any necessary permits or permissions required for conducting research in specific locations.
Managing Equipment and Supplies: Ensure that you have all the necessary equipment, materials, and resources required for data collection, recording, and storage. This may include audio or video recording devices, notebooks, pens, measuring instruments, or digital devices for data entry.
Ensuring Research Ethics and Safety: Adhere to ethical principles and guidelines governing research with human subjects, animals, or sensitive environments. Prioritize participant welfare and safety by implementing appropriate risk management measures, emergency procedures, and protocols for handling sensitive or confidential information.

Regularly assess and reassess the logistical needs and challenges encountered during fieldwork, and be prepared to adapt and improvise as needed to overcome obstacles and ensure the successful completion of your research objectives.

Data Recording and Management

Accurate and systematic data recording is crucial for maintaining the integrity and reliability of your research findings. Establish clear protocols and procedures for recording, organizing, and managing your data throughout the fieldwork process.

Data Recording: Document observations, interviews, survey responses, or other forms of data systematically and consistently. Use standardized formats, codes, or identifiers to ensure uniformity and ease of analysis. Consider using digital tools or software for data collection and recording to streamline the process and minimize errors.
Data Storage and Backup: Store your data securely and responsibly to prevent loss, theft, or unauthorized access. Back up your data regularly using reliable storage devices or cloud-based platforms to safeguard against data loss or corruption. Implement encryption, password protection, or other security measures to protect sensitive or confidential information.
Data Validation and Quality Control: Conduct periodic checks and validations to ensure the accuracy, completeness, and validity of your data. Double-check entries, reconcile discrepancies, and address any outliers or inconsistencies identified during the data collection process. Maintain detailed documentation of any revisions or corrections made to the dataset.

By implementing robust data recording and management practices, you can enhance the reliability, transparency, and reproducibility of your research outcomes and facilitate the analysis and interpretation of your findings.

Field Research Examples

Field research plays a pivotal role in helping businesses understand their customers, market dynamics, and competitive landscape. Here are some examples of how field research can be applied in real-world scenarios.

Customer Observation and Ethnography

Imagine a retail company seeking to improve its store layout and enhance customers' shopping experience. By conducting field research through customer observation and ethnographic studies , researchers can immerse themselves in the retail environment, observing how customers navigate the store, interact with products , and make purchasing decisions.

Through careful observation and note-taking, you can uncover valuable insights into customer preferences, behaviors, and pain points, informing strategic decisions around product placement, signage, and store design.

In-Depth Interviews and Focus Groups

A tech startup developing a new mobile app wants to gather feedback from potential users to refine its features and user interface. Through in-depth interviews and focus groups conducted in the field, researchers can engage directly with target users, exploring their needs, preferences , and usage patterns.

Asking probing questions and facilitating group discussions can elicit rich qualitative insights into user experiences, pain points, and desired functionalities. This firsthand feedback can guide the iterative development process, ensuring that the app meets the needs and expectations of its intended audience.

Market Research and Competitive Analysis

A multinational corporation launching a new product in a foreign market conducts field research to assess market demand and understand local competitors. Researchers may conduct surveys, interviews, and market observations to gather data on consumer preferences, buying behavior, and competitor offerings.

By analyzing this data, the company can identify market opportunities, refine its marketing strategy, and tailor its product offerings to meet the specific needs and preferences of the target market . Field research also provides valuable insights into competitive positioning, allowing the company to differentiate itself and capitalize on its unique strengths.

User Testing and Usability Studies

A software development company wants to ensure that its website is user-friendly and intuitive for visitors. Through field research methods such as user testing and usability studies , researchers can observe real users interacting with the website in a naturalistic setting.

By monitoring users' actions, navigation patterns, and feedback, you can identify usability issues, areas of confusion, and opportunities for improvement. This iterative process of testing and refinement helps optimize the website's design and functionality, ultimately enhancing the user experience and driving customer satisfaction and loyalty.

Employee Feedback and Organizational Culture

A large corporation embarks on a field research initiative to better understand employee satisfaction, engagement, and organizational culture. Through surveys, focus groups, and participatory observation, researchers gather feedback from employees across different departments and hierarchical levels.

By exploring topics such as work-life balance, communication channels, and leadership effectiveness, you can identify areas of strength and areas for improvement within the organization. This insights-driven approach enables the company to implement targeted interventions, policies, and initiatives to foster a positive and inclusive work environment, ultimately enhancing employee morale, productivity, and retention.

In each of these examples, field research serves as a valuable tool for generating actionable insights, informing strategic decision-making, and driving business success. By embracing a hands-on, experiential approach to research, businesses can gain a competitive edge in today's dynamic and rapidly evolving marketplace.

How to Analyze Field Research Data?

Once you've collected data in the field, the next critical step is to analyze it to derive meaningful insights and draw conclusions.

1. Clean and Organize Data

Before delving into the analysis, it's essential to clean and organize your data to ensure its quality and integrity. Data cleaning involves identifying and rectifying errors, inconsistencies, or missing values in your dataset. Data cleaning tasks include:

Removing Outliers: Identify and remove any extreme or erroneous data points that may skew your analysis or distort your findings.
Handling Missing Data: Address missing values by imputing them using appropriate techniques such as mean imputation, regression imputation, or multiple imputation.
Standardizing Variables: Ensure consistency in measurement units, scales, or formats across variables to facilitate comparison and analysis.
Checking for Data Entry Errors: Review data entries for typos, duplicates, or other inaccuracies that may arise during data collection or recording.

Once the data cleaning process is complete, organize your dataset in a structured and systematic manner to facilitate analysis. Create variables, labels, or categories as needed, and document any transformations or manipulations applied to the data for transparency and reproducibility.

2. Apply Analytical Techniques

With a clean and organized dataset in hand, you can now apply analytical techniques to uncover patterns, relationships, or trends within the data. The choice of analytical techniques will depend on your research questions, objectives, and the nature of your data.

Analytical methods used in field research include:

Descriptive Statistics : Calculate measures of central tendency, variability, and distribution to summarize and describe your data.
Inferential Statistics : Use statistical tests such as t-tests, chi-square tests, regression analysis , or analysis of variance (ANOVA) to test hypotheses, compare groups, or examine relationships between variables.
Qualitative Analysis: Employ qualitative data analysis techniques such as thematic analysis , content analysis, or grounded theory to explore themes, patterns, or meanings embedded within textual or narrative data.
Mixed Methods Analysis: Integrate quantitative and qualitative data to gain a more comprehensive understanding of the research phenomenon through triangulation or data transformation techniques.

Select analytical techniques appropriate for your research design, data type, and research questions. Ensure your analyses are conducted rigorously and transparently, adhering to established standards and guidelines in your field.

3. Interpret Findings

Once the analysis is complete, it's time to interpret the findings and draw meaningful conclusions from your data. Interpretation involves making sense of the results in the context of your research objectives, theoretical framework, and empirical evidence.

Contextualizing Results: Situate your findings within the broader context of existing literature, theoretical perspectives, or real-world phenomena to provide meaningful insights and interpretations.
Identifying Patterns and Trends: Highlight recurring patterns, trends, or relationships observed in the data and discuss their implications for theory, practice, or policy.
Exploring Alternative Explanations: Consider alternative explanations or interpretations of the findings and discuss their potential implications for the validity and reliability of your conclusions.
Addressing Unexpected Findings: Acknowledge and address any unexpected or counterintuitive findings that may challenge existing assumptions or theories and offer plausible explanations or avenues for further exploration.

Communicate your interpretations clearly and concisely, using evidence from your data to support your claims and conclusions. Be transparent about the limitations and uncertainties inherent in your findings, and discuss their implications for future research or practice.

4. Address Limitations and Bias

No research study is without limitations or biases, and it's essential to acknowledge and address these shortcomings transparently. To address limitations and bias in your field research:

Methodological Limitations: Discuss any limitations or constraints inherent in your research design, sampling methods, or data collection techniques that may have influenced the validity or generalizability of your findings.
Selection Bias : Be mindful of selection bias, where certain groups or individuals are overrepresented or underrepresented in your sample, and consider its potential impact on the reliability and validity of your results.
Social Desirability Bias: Recognize the influence of social desirability bias, where participants may provide responses that are perceived as socially acceptable rather than truthful, and consider strategies to mitigate its effects.
Researcher Bias: Reflect on your own biases, assumptions, or preconceptions that may have influenced the research process or interpretation of findings, and strive for objectivity and reflexivity in your analysis and reporting.

By acknowledging and addressing limitations and biases transparently, you demonstrate intellectual honesty and integrity, and contribute to the credibility and robustness of your research outcomes.

How to Report Field Research Results?

Communicating your research findings effectively is essential for sharing your insights with the academic community, policymakers, practitioners, and other stakeholders. Here are some strategies for reporting and presenting your results:

Structuring the Research Report: Organize your research report in a clear and logical manner, following the conventions of academic writing. Include sections such as introduction, literature review, methodology, results, discussion, and conclusions. Each section should flow cohesively, guiding the reader through the research process from inception to conclusion.
Writing Techniques and Guidelines: Use clear, concise, and jargon-free language to convey your findings to a diverse audience. Structure your sentences and paragraphs logically, and use headings, subheadings, and bullet points to enhance readability. Pay attention to grammar, spelling, and punctuation, and adhere to the formatting style prescribed by your discipline or publication venue.
Creating Visual Representations: Enhance your research report or presentation with visual representations such as tables, charts, graphs, heatmaps , or diagrams. Choose visual formats that effectively illustrate key findings or trends in your data. Ensure that your visuals are clear, accurate, and appropriately labeled, and provide a brief caption or explanation to contextualize the information presented.
Preparing Presentations: Design engaging and informative presentations highlighting your research's main findings and implications. Use slides, visuals, and storytelling techniques to capture your audience's attention and convey your message effectively. Structure your presentation logically, with a clear introduction, main body, and conclusion, and allow time for questions and discussion.
Sharing Findings with Stakeholders: Share your research findings with relevant stakeholders, including academic peers, policymakers, practitioners, or community members. Tailor your communication approach to the needs and preferences of your audience, and choose appropriate dissemination channels such as conferences, seminars, publications, or social media platforms. Invite feedback or collaboration whenever possible, and be open to engaging in dialogue and knowledge exchange with your audience.

Effective reporting and presentation of research results not only showcase the significance and impact of your work but also contribute to knowledge dissemination, collaboration, and informed decision-making in your field. Strive for clarity, coherence, and engagement in your communication efforts, and consider your audience's diverse needs and interests when crafting your messages.

Conclusion for Field Research

Field research is a powerful tool for gaining a deeper understanding of the world around us. By venturing into real-life settings, you can uncover valuable insights into human behavior, societal dynamics, and natural phenomena. Whether studying the behavior of animals in their natural habitats or exploring the intricacies of human interactions, field research offers a unique perspective that complements other research methods. By embracing the complexities and nuances of the field, researchers can generate knowledge that is grounded in real-world experiences and has practical implications for addressing pressing societal challenges. Furthermore, field research isn't just about collecting data—it's about making a difference. The i nsights gained from field studies can inform policy decisions, shape interventions, and drive positive change in communities and organizations . By sharing their findings with stakeholders, you can contribute to evidence-based decision-making and foster collaboration between academia, government, and civil society.

How to Conduct Research in Minutes?

Introducing Appinio , your gateway to lightning-fast market research within the realm of field research. As a real-time market research platform, Appinio revolutionizes how companies access consumer insights, empowering them to make swift, data-driven decisions. With Appinio, conducting your own market research becomes a breeze, eliminating the challenges typically associated with field research.

Here's why Appinio stands out:

From questions to insights in minutes: Say goodbye to lengthy research processes. With Appinio, you can gather crucial consumer insights in mere minutes, allowing you to keep pace with the dynamic business landscape.
Intuitive platform for everyone: No need for a PhD in research. Appinio's user-friendly interface makes it accessible to anyone, empowering you to delve into market research without the hassle of complex technicalities.
Rapid response time: With an average field time of less than 23 minutes for 1,000 respondents, Appinio ensures swift data collection without compromising quality or accuracy.

Get free access to the platform!

Join the loop 💌

Be the first to hear about new updates, product news, and data insights. We'll send it all straight to your inbox.

Get the latest market research news straight to your inbox! 💌

Wait, there's more

30.05.2024 | 29min read

Pareto Analysis: Definition, Pareto Chart, Examples

28.05.2024 | 32min read

What is Systematic Sampling? Definition, Types, Examples

16.05.2024 | 30min read

Time Series Analysis: Definition, Types, Techniques, Examples

Search Menu
Sign in through your institution
Author Guidelines
Submission Site
Open Access
About International Studies Review
About the International Studies Association
Editorial Board
Advertising and Corporate Services
Journals Career Network
Self-Archiving Policy
Dispatch Dates
Journals on Oxford Academic
Books on Oxford Academic

Article Contents

Introduction, what is fieldwork, purpose of fieldwork, physical safety, mental wellbeing and affect, ethical considerations, remote fieldwork, concluding thoughts, acknowledgments, funder information.

< Previous

Field Research: A Graduate Student's Guide

Article contents
Figures & tables
Supplementary Data

Ezgi Irgil, Anne-Kathrin Kreft, Myunghee Lee, Charmaine N Willis, Kelebogile Zvobgo, Field Research: A Graduate Student's Guide, International Studies Review , Volume 23, Issue 4, December 2021, Pages 1495–1517, https://doi.org/10.1093/isr/viab023

Permissions Icon Permissions

What is field research? Is it just for qualitative scholars? Must it be done in a foreign country? How much time in the field is “enough”? A lack of disciplinary consensus on what constitutes “field research” or “fieldwork” has left graduate students in political science underinformed and thus underequipped to leverage site-intensive research to address issues of interest and urgency across the subfields. Uneven training in Ph.D. programs has also left early-career researchers underprepared for the logistics of fieldwork, from developing networks and effective sampling strategies to building respondents’ trust, and related issues of funding, physical safety, mental health, research ethics, and crisis response. Based on the experience of five junior scholars, this paper offers answers to questions that graduate students puzzle over, often without the benefit of others’ “lessons learned.” This practical guide engages theory and praxis, in support of an epistemologically and methodologically pluralistic discipline.

¿Qué es la investigación de campo? ¿Es solo para académicos cualitativos? ¿Debe realizarse en un país extranjero? ¿Cuánto tiempo en el terreno es “suficiente”? La falta de consenso disciplinario con respecto a qué constituye la “investigación de campo” o el “trabajo de campo” ha causado que los estudiantes de posgrado en ciencias políticas estén poco informados y, por lo tanto, capacitados de manera insuficiente para aprovechar la investigación exhaustiva en el sitio con el objetivo de abordar los asuntos urgentes y de interés en los subcampos. La capacitación desigual en los programas de doctorado también ha provocado que los investigadores en las primeras etapas de su carrera estén poco preparados para la logística del trabajo de campo, desde desarrollar redes y estrategias de muestreo efectivas hasta generar la confianza de las personas que facilitan la información, y las cuestiones relacionadas con la financiación, la seguridad física, la salud mental, la ética de la investigación y la respuesta a las situaciones de crisis. Con base en la experiencia de cinco académicos novatos, este artículo ofrece respuestas a las preguntas que desconciertan a los estudiantes de posgrado, a menudo, sin el beneficio de las “lecciones aprendidas” de otras personas. Esta guía práctica incluye teoría y praxis, en apoyo de una disciplina pluralista desde el punto de vista epistemológico y metodológico.

En quoi consiste la recherche de terain ? Est-elle uniquement réservée aux chercheurs qualitatifs ? Doit-elle être effectuée dans un pays étranger ? Combien de temps faut-il passer sur le terrain pour que ce soit « suffisant » ? Le manque de consensus disciplinaire sur ce qui constitue une « recherche de terrain » ou un « travail de terrain » a laissé les étudiants diplômés en sciences politiques sous-informés et donc sous-équipés pour tirer parti des recherches de terrain intensives afin d'aborder les questions d'intérêt et d'urgence dans les sous-domaines. L'inégalité de formation des programmes de doctorat a mené à une préparation insuffisante des chercheurs en début de carrière à la logistique du travail de terrain, qu'il s'agisse du développement de réseaux et de stratégies d’échantillonnage efficaces, de l'acquisition de la confiance des personnes interrogées ou des questions de financement, de sécurité physique, de santé mentale, d’éthique de recherche et de réponse aux crises qui y sont associées. Cet article s'appuie sur l'expérience de cinq jeunes chercheurs pour proposer des réponses aux questions que les étudiants diplômés se posent, souvent sans bénéficier des « enseignements tirés » par les autres. Ce guide pratique engage théorie et pratique en soutien à une discipline épistémologiquement et méthodologiquement pluraliste.

Days before embarking on her first field research trip, a Ph.D. student worries about whether she will be able to collect the qualitative data that she needs for her dissertation. Despite sending dozens of emails, she has received only a handful of responses to her interview requests. She wonders if she will be able to gain more traction in-country. Meanwhile, in the midst of drafting her thesis proposal, an M.A. student speculates about the feasibility of his project, given a modest budget. Thousands of miles away from home, a postdoc is concerned about their safety, as protests erupt outside their window and state security forces descend into the streets.

These anecdotes provide a small glimpse into the concerns of early-career researchers undertaking significant projects with a field research component. Many of these fieldwork-related concerns arise from an unfortunate shortage in curricular offerings for qualitative and mixed-method research in political science graduate programs ( Emmons and Moravcsik 2020 ), 1 as well as the scarcity of instructional materials for qualitative and mixed-method research, relative to those available for quantitative research ( Elman, Kapiszewski, and Kirilova 2015 ; Kapiszewski, MacLean, and Read 2015 ; Mosley 2013 ). A recent survey among the leading United States Political Science programs in Comparative Politics and International Relations found that among graduate students who have carried out international fieldwork, 62 percent had not received any formal fieldwork training and only 20 percent felt very or mostly prepared for their fieldwork ( Schwartz and Cronin-Furman 2020 , 7–8). This shortfall in training and instruction means that many young researchers are underprepared for the logistics of fieldwork, from developing networks and effective sampling strategies to building respondents’ trust. In addition, there is a notable lack of preparation around issues of funding, physical safety, mental health, research ethics, and crisis response. This is troubling, as field research is highly valued and, in some parts of the field, it is all but expected, for instance in comparative politics.

Beyond subfield-specific expectations, research that leverages multiple types of data and methods, including fieldwork, is one of the ways that scholars throughout the discipline can more fully answer questions of interest and urgency. Indeed, multimethod work, a critical means by which scholars can parse and evaluate causal pathways, is on the rise ( Weller and Barnes 2016 ). The growing appearance of multimethod research in leading journals and university presses makes adequate training and preparation all the more significant ( Seawright 2016 ; Nexon 2019 ).

We are five political scientists interested in providing graduate students and other early-career researchers helpful resources for field research that we lacked when we first began our work. Each of us has recently completed or will soon complete a Ph.D. at a United States or Swedish university, though we come from many different national backgrounds. We have conducted field research in our home countries and abroad. From Colombia and Guatemala to the United States, from Europe to Turkey, and throughout East and Southeast Asia, we have spanned the globe to investigate civil society activism and transitional justice in post-violence societies, conflict-related sexual violence, social movements, authoritarianism and contentious politics, and the everyday politics and interactions between refugees and host-country citizens.

While some of us have studied in departments that offer strong training in field research methods, most of us have had to self-teach, learning through trial and error. Some of us have also been fortunate to participate in short courses and workshops hosted by universities such as the Consortium for Qualitative Research Methods and interdisciplinary institutions such as the Peace Research Institute Oslo. Recognizing that these opportunities are not available to or feasible for all, and hoping to ease the concerns of our more junior colleagues, we decided to compile our experiences and recommendations for first-time field researchers.

Our experiences in the field differ in several key respects, from the time we spent in the field to the locations we visited, and how we conducted our research. The diversity of our experiences, we hope, will help us reach and assist the broadest possible swath of graduate students interested in field research. Some of us have spent as little as ten days in a given country or as much as several months, in some instances visiting a given field site location just once and in other instances returning several times. At times, we have been able to plan weeks and months in advance. Other times, we have quickly arranged focus groups and impromptu interviews. Other times still, we have completed interviews virtually, when research participants were in remote locations or when we ourselves were unable to travel, of note during the coronavirus pandemic. We have worked in countries where we are fluent or have professional proficiency in the language, and in countries where we have relied on interpreters. We have worked in settings with precarious security as well as in locations that feel as comfortable as home. Our guide is not intended to be prescriptive or exhaustive. What we offer is a set of experience-based suggestions to be implemented as deemed relevant and appropriate by the researcher and their advisor(s).

In terms of the types of research and data sources and collection, we have conducted archival research, interviews, focus groups, and ethnographies with diplomats, bureaucrats, military personnel, ex-combatants, civil society advocates, survivors of political violence, refugees, and ordinary citizens. We have grappled with ethical dilemmas, chief among them how to get useful data for our research projects in ways that exceed the minimal standards of human subjects’ research evaluation panels. Relatedly, we have contemplated how to use our platforms to give back to the individuals and communities who have so generously lent us their time and knowledge, and shared with us their personal and sometimes harrowing stories.

Our target audience is first and foremost graduate students and early-career researchers who are interested in possibly conducting fieldwork but who either (1) do not know the full potential or value of fieldwork, (2) know the potential and value of fieldwork but think that it is excessively cost-prohibitive or otherwise infeasible, or (3) who have the interest, the will, and the means but not necessarily the know-how. We also hope that this resource will be of value to graduate programs, as they endeavor to better support students interested in or already conducting field research. Further, we target instructional faculty and graduate advisors (and other institutional gatekeepers like journal and book reviewers), to show that fieldwork does not have to be year-long, to give just one example. Instead, the length of time spent in the field is a function of the aims and scope of a given project. We also seek to formalize and normalize the idea of remote field research, whether conducted because of security concerns in conflict zones, for instance, or because of health and safety concerns, like the Covid-19 pandemic. Accordingly, researchers in the field for shorter stints or who conduct fieldwork remotely should not be penalized.

We note that several excellent resources on fieldwork such as the bibliography compiled by Advancing Conflict Research (2020) catalogue an impressive list of articles addressing questions such as ethics, safety, mental health, reflexivity, and methods. Further resources can be found about the positionality of the researcher in the field while engaging vulnerable communities, such as in the research field of migration ( Jacobsen and Landau 2003 ; Carling, Bivand Erdal, and Ezzati 2014 ; Nowicka and Cieslik 2014 ; Zapata-Barrero and Yalaz 2019 ). However, little has been written beyond conflict-affected contexts, fragile settings, and vulnerable communities. Moreover, as we consulted different texts and resources, we found no comprehensive guide to fieldwork explicitly written with graduate students in mind. It is this gap that we aim to fill.

In this paper, we address five general categories of questions that graduate students puzzle over, often without the benefit of others’ “lessons learned.” First, What is field research? Is it just for qualitative scholars? Must it be conducted in a foreign country? How much time in the field is “enough”? Second, What is the purpose of fieldwork? When does it make sense to travel to a field site to collect data? How can fieldwork data be used? Third, What are the nuts and bolts? How does one get ready and how can one optimize limited time and financial resources? Fourth, How does one conduct fieldwork safely? What should a researcher do to keep themselves, research assistants, and research subjects safe? What measures should they take to protect their mental health? Fifth, How does one conduct ethical, beneficent field research?

Finally, the Covid-19 pandemic has impressed upon the discipline the volatility of research projects centered around in-person fieldwork. Lockdowns and closed borders left researchers sequestered at home and unable to travel, forced others to cut short any trips already begun, and unexpectedly confined others still to their fieldwork sites. Other factors that may necessitate a (spontaneous) readjustment of planned field research include natural disasters, a deteriorating security situation in the field site, researcher illness, and unexpected changes in personal circumstances. We, therefore, conclude with a section on the promise and potential pitfalls of remote (or virtual) fieldwork. Throughout this guide, we engage theory and praxis to support an epistemologically and methodologically pluralistic discipline.

The concept of “fieldwork” is not well defined in political science. While several symposia discuss the “nuts and bolts” of conducting research in the field within the pages of political science journals, few ever define it ( Ortbals and Rincker 2009 ; Hsueh, Jensenius, and Newsome 2014 ). Defining the concept of fieldwork is important because assumptions about what it is and what it is not underpin any suggestions for conducting it. A lack of disciplinary consensus about what constitutes “fieldwork,” we believe, explains the lack of a unified definition. Below, we discuss three areas of current disagreement about what “fieldwork” is, including the purpose of fieldwork, where it occurs, and how long it should be. We follow this by offering our definition of fieldwork.

First, we find that many in the discipline view fieldwork as squarely in the domain of qualitative research, whether interpretivist or positivist. However, field research can also serve quantitative projects—for example, by providing crucial context, supporting triangulation, or illustrating causal mechanisms. For instance, Kreft (2019) elaborated her theory of women's civil society mobilization in response to conflict-related sexual violence based on interviews she carried out in Colombia. She then examined cross-national patterns through statistical analysis. Conversely, Willis's research on the United States military in East Asia began with quantitative data collection and analysis of protest events before turning to fieldwork to understand why protests occurred in some instances but not others. Researchers can also find quantifiable data in the field that is otherwise unavailable to them at home ( Read 2006 ; Chambers-Ju 2014 ; Jensenius 2014 ). Accordingly, fieldwork is not in the domain of any particular epistemology or methodology as its purpose is to acquire data for further information.

Second, comparative politics and international relations scholars often opine that fieldwork requires leaving the country in which one's institution is based. Instead, we propose that what matters most is the nature of the research project, not the locale. For instance, some of us in the international relations subfield have interviewed representatives of intergovernmental organizations (IGOs) and international nongovernmental organizations (INGOs), whose headquarters are generally located in Global North countries. For someone pursuing a Ph.D. in the United States and writing on transnational advocacy networks, interviews with INGO representatives in New York certainly count as fieldwork ( Zvobgo 2020 ). Similarly, a graduate student who returns to her home country to interview refugees and native citizens is conducting a field study as much as a researcher for whom the context is wholly foreign. Such interviews can provide necessary insights and information that would not have been gained otherwise—one of the key reasons researchers conduct fieldwork in the first place. In other instances, conducting any in-person research is simply not possible, due to financial constraints, safety concerns, or other reasons. For example, the Covid-19 pandemic has forced many researchers to shift their face-to-face research plans to remote data collection, either over the phone or virtually ( Howlett 2021 , 2). For some research projects, gathering data through remote methods may yield the same if not similar information than in-person research ( Howlett 2021 , 3–4). As Howlett (2021 , 11) notes, digital platforms may offer researchers the ability to “embed ourselves in other contexts from a distance” and glimpse into our subjects’ lives in ways similar to in-person research. By adopting a broader definition of fieldwork, researchers can be more flexible in getting access to data sources and interacting with research subjects.

Third, there is a tendency, especially among comparativists, to only count fieldwork that spans the better part of a year; even “surgical strike” field research entails one to three months, according to some scholars ( Ortbals and Rincker 2009 ; Weiss, Hicken, and Kuhonta 2017 ). The emphasis on spending as much time as possible in the field is likely due to ethnographic research traditions, reflected in classics such as James Scott's Weapons of the Weak , which entail year-long stints of research. However, we suggest that the appropriate amount of time in the field should be assessed on a project-by-project basis. Some studies require the researcher to be in the field for long periods; others do not. For example, Willis's research on the discourse around the United States’ military presence in overseas host communities has required months in the field. By contrast, Kreft only needed ten days in New York to carry out interviews with diplomats and United Nations staff, in a context with which she already had some familiarity from a prior internship. Likewise, Zvobgo spent a couple of weeks in her field research sites, conducting interviews with directors and managers of prominent human rights nongovernmental organizations. This population is not so large as to require a whole month or even a few months. This has also been the case for Irgil, as she had spent one month in the field site conducting interviews with ordinary citizens. The goal of the project was to acquire information on citizens’ perceptions of refugees. As we discuss in the next section, when deciding how long to spend in the field, scholars must consider the information their project requires and consider the practicalities of fieldwork, notably cost.

Thus, we highlight three essential points in fieldwork and offer a definition accordingly: fieldwork involves acquiring information, using any set of appropriate data collection techniques, for qualitative, quantitative, or experimental analysis through embedded research whose location and duration is dependent on the project. We argue that adopting such a definition of “fieldwork” is necessary to include the multitude of forms fieldwork can take, including remote methods, whose value and challenges the Covid-19 pandemic has impressed upon the discipline.

When does a researcher need to conduct fieldwork? Fieldwork can be effective for (1) data collection, (2) theory building, and (3) theory testing. First, when a researcher is interested in a research topic, yet they could not find an available and/or reliable data source for the topic, fieldwork could provide the researcher with plenty of options. Some research agendas can require researchers to visit archives to review historical documents. For example, Greitens (2016) visited national archives in the Philippines, South Korea, Taiwan, and the United States to find historical documents about the development of coercive institutions in past authoritarian governments for her book, Dictators and Their Secret Police . Also, newly declassified archival documents can open new possibilities for researchers to examine restricted topics. To illustrate, thanks to the newly released archival records of the Chinese Communist Party's communications, and exchange of visits with the European communist world, Sarotte (2012) was able to study the Party's decision to crack down on Tiananmen protesters, which had previously been deemed as an unstudiable topic due to the limited data.

Other research agendas can require researchers to conduct (semistructured) in-depth interviews to understand human behavior or a situation more closely, for example, by revealing the meanings of concepts for people and showing how people perceive the world. For example, O'Brien and Li (2005) conducted in-depth interviews with activists, elites, and villagers to understand how these actors interact with each other and what are the outcomes of the interaction in contentious movements in rural China. Through research, they revealed that protests have deeply influenced all these actors’ minds, a fact not directly observable without in-depth interviews.

Finally, data collection through fieldwork should not be confined to qualitative data ( Jensenius 2014 ). While some quantitative datasets can be easily compiled or accessed through use of the internet or contact with data-collection agencies, other datasets can only be built or obtained through relationships with “gatekeepers” such as government officials, and thus require researchers to visit the field ( Jensenius 2014 ). Researchers can even collect their own quantitative datasets by launching surveys or quantifying data contained in archives. In a nutshell, fieldwork will allow researchers to use different techniques to collect and access original/primary data sources, whether these are qualitative, quantitative, or experimental in nature, and regardless of the intended method of analysis. 2

But fieldwork is not just for data collection as such. Researchers can accomplish two other fundamental elements of the research process: theory building and theory testing. When a researcher finds a case where existing theories about a phenomenon do not provide plausible explanations, they can build a theory through fieldwork ( Geddes 2003 ). Lee's experience provides a good example. When studying the rise of a protest movement in South Korea for her dissertation, Lee applied commonly discussed social movement theories, grievances, political opportunity, resource mobilization, and repression, to explain the movement's eruption and found that these theories do not offer a convincing explanation for the protest movement. She then moved on to fieldwork and conducted interviews with the movement participants to understand their motivations. Finally, through those interviews, she offered an alternative theory that the protest participants’ collective identity shaped during the authoritarian past played a unifying factor and eventually led them to participate in the movement. Her example shows that theorization can take place through careful review and rigorous inference during fieldwork.

Moreover, researchers can test their theory through fieldwork. Quantitative observational data has limitations in revealing causal mechanisms ( Esarey 2017 ). Therefore, many political scientists turn their attention to conducting field experiments or lab-in-the-field experiments to reveal causality ( Druckman et al. 2006 ; Beath, Christia, and Enikolopov 2013 ; Finseraas and Kotsadam 2017 ), or to leveraging in-depth insights or historical records gained through qualitative or archival research in process-tracing ( Collier 2011 ; Ricks and Liu 2018 ). Surveys and survey experiments may also be useful tools to substantiate a theoretical story or test a theory ( Marston 2020 ). Of course, for most Ph.D. students, especially those not affiliated with more extensive research projects, some of these options will be financially prohibitive.

A central concern for graduate students, especially those working with a small budget and limited time, is optimizing time in the field and integrating remote work. We offer three pieces of advice: have a plan, build in flexibility, and be strategic, focusing on collecting data that are unavailable at home. We also discuss working with local translators or research assistants. Before we turn to these more practical issues arising during fieldwork, we address a no less important issue: funding.

The challenge of securing funds is often overlooked in discussions of what constitutes field research. Months- or year-long in-person research can be cost-prohibitive, something academic gatekeepers must consider when evaluating “what counts” and “what is enough.” Unlike their predecessors, many graduate students today have a significant amount of debt and little savings. 3 Additionally, if researchers are not able to procure funding, they have to pay out of pocket and possibly take on more debt. Not only is in-person fieldwork costly, but researchers may also have to forego working while they are in the field, making long stretches in the field infeasible for some.

For researchers whose fieldwork involves travelling to another location, procuring funding via grants, fellowships, or other sources is a necessity, regardless of how long one plans to be in the field. A good mantra for applying for research funding is “apply early and often” ( Kelsky 2015 , 110). Funding applications take a considerable amount of time to prepare, from writing research statements to requesting letters of recommendation. Even adapting one's materials for different applications takes time. Not only is the application process itself time-consuming, but the time between applying for and receiving funds, if successful, can be quite long, from several months to a year. For example, after defending her prospectus in May 2019, Willis began applying to funding sources for her dissertation, all of which had deadlines between June and September. She received notifications between November and January; however, funds from her successful applications were not available until March and April, almost a year later. 4 Accordingly, we recommend applying for funding as early as possible; this not only increases one's chances of hitting the ground running in the field, but the application process can also help clarify the goals and parameters of one's research.

Graduate students should also apply often for funding opportunities. There are different types of funding for fieldwork: some are larger, more competitive grants such as the National Science Foundation Political Science Doctoral Dissertation Improvement Grant in the United States, others, including sources through one's own institution, are smaller. Some countries, like Sweden, boast a plethora of smaller funding agencies that disburse grants of 20,000–30,0000 Swedish Kronor (approx. 2,500–3,500 U.S. dollars) to Ph.D. students in the social sciences. Listings of potential funding sources are often found on various websites including those belonging to universities, professional organizations (such as the American Political Science Association or the European Consortium for Political Research), and governmental institutions dealing with foreign affairs. Once you have identified fellowships and grants for which you and your project are a good match, we highly recommend soliciting information and advice from colleagues who have successfully applied for them. This can include asking them to share their applications with you, and if possible, to have them, another colleague or set of colleagues read through your project description and research plan (especially for bigger awards) to ensure that you have made the best possible case for why you should be selected. While both large and small pots of funding are worth applying for, many researchers end up funding their fieldwork through several small grants or fellowships. One small award may not be sufficient to fund the entirety of one's fieldwork, but several may. For example, Willis's fieldwork in Japan and South Korea was supported through fellowships within each country. Similarly, Irgil was able to conduct her fieldwork abroad through two different and relatively smaller grants by applying to them each year.

Of course, situations vary in different countries with respect to what kinds of grants from what kinds of funders are available. An essential part of preparing for fieldwork is researching the funding landscape well in advance, even as early as the start of the Ph.D. We encourage first-time field researchers to be aware that universities and departments may themselves not be aware of the full range of possible funds available, so it is always a good idea to do your own research and watch research-related social media channels. The amount of funding needed thereby depends on the nature of one's project and how long one intends to be in the field. As we elaborate in the next section, scholars should think carefully about their project goals, the data required to meet those goals, and the requisite time to attain them. For some projects, even a couple of weeks in the field is sufficient to get the needed information.

Preparing to Enter “the field”

It is important to prepare for the field as much as possible. What kind of preparations do researchers need? For someone conducting interviews with NGO representatives, this might involve identifying the largest possible pool of potential respondents, securing their contact information, sending them study invitation letters, finding a mutually agreeable time to meet, and pulling together short biographies for each interviewee in order to use your time together most effectively. If you plan to travel to conduct interviews, you should reach out to potential respondents roughly four to six weeks prior to your arrival. For individuals who do not respond, you can follow up one to two weeks before you arrive and, if needed, once more when you are there. This is still no guarantee for success, of course. For Kreft, contacting potential interviewees in Colombia initially proved more challenging than anticipated, as many of the people she targeted did not respond to her emails. It turned out that many Colombians have a preference for communicating via phone or, in particular, WhatsApp. Some of those who responded to her emails sent in advance of her field trip asked her to simply be in touch once she was in the country, to set up appointments on short notice. This made planning and arranging her interview schedule more complicated. Therefore, a general piece of advice is to research your target population's preferred communication channels and mediums in the field site if email requests yield no or few responses.

In general, we note for the reader that contacting potential research participants should come after one has designed an interview questionnaire (plus an informed consent protocol) and sought and received, where applicable, approval from institutional review boards (IRBs) or other ethical review procedures in place (both at one's home institution/in the country of the home institution as well as in the country where one plans to conduct research if travelling abroad). The most obvious advantage of having the interview questionnaire in place and having secured all necessary institutional approvals before you start contacting potential interviewees is that you have a clearer idea of the universe of individuals you would like to interview, and for what purpose. Therefore, it is better to start sooner rather than later and be mindful of “high seasons,” when institutional and ethical review boards are receiving, processing, and making decisions on numerous proposals. It may take a few months for them to issue approvals.

On the subject of ethics and review panels, we encourage you to consider talking openly and honestly with your supervisors and/or funders about the situations where a written consent form may not be suitable and might need to be replaced with “verbal consent.” For instance, doing fieldwork in politically unstable contexts, highly scrutinized environments, or vulnerable communities, like refugees, might create obstacles for the interviewees as well as the researcher. The literature discusses the dilemma in offering the interviewees anonymity and requesting signed written consent in addition to the emphasis on total confidentiality ( Jacobsen and Landau 2003 ; Mackenzie, McDowell, and Pittaway 2007 ; Saunders, Kitzinger, and Kitzinger 2015 ). Therefore, in those situations, the researcher might need to take the initiative on how to act while doing the interviews as rigorously as possible. In her fieldwork, Irgil faced this situation as the political context of Turkey did not guarantee that there would not be any adverse consequences for interviewees on both sides of her story: citizens of Turkey and Syrian refugees. Consequently, she took hand-written notes and asked interviewees for their verbal consent in a safe interview atmosphere. This is something respondents greatly appreciated ( Irgil 2020 ).

Ethical considerations, of course, also affect the research design itself, with ramifications for fieldwork. When Kreft began developing her Ph.D. proposal to study women's political and civil society mobilization in response to conflict-related sexual violence, she initially aimed to recruit interviewees from the universe of victims of this violence, to examine variation among those who did and those who did not mobilize politically. As a result of deeper engagement with the literature on researching conflict-related sexual violence, conversations with senior colleagues who had interviewed victims, and critical self-reflection of her status as a researcher (with no background in psychology or social work), she decided to change focus and shift toward representatives of civil society organizations and victims’ associations. This constituted a major reconfiguration of her research design, from one geared toward identifying the factors that drive mobilization of victims toward using insights from interviews to understand better how those mobilize perceive and “make sense” of conflict-related sexual violence. Needless to say, this required alterations to research strategies and interview guides, including reassessing her planned fieldwork. Kreft's primary consideration was not to cause harm to her research participants, particularly in the form of re-traumatization. She opted to speak only with those women who on account of their work are used to speaking about conflict-related sexual violence. In no instance did she inquire about interviewees’ personal experiences with sexual violence, although several brought this up on their own during the interviews.

Finally, if you are conducting research in another country where you have less-than-professional fluency in the language, pre-fieldwork planning should include hiring a translator or research assistant, for example, through an online hiring platform like Upwork, or a local university. Your national embassy or consulate is another option; many diplomatic offices have lists of individuals who they have previously contracted. More generally, establishing contact with a local university can be beneficial, either in the form of a visiting researcher arrangement, which grants access to research groups and facilities like libraries or informally contacting individual researchers. The latter may have valuable insights into the local context, contacts to potential research participants, and they may even be able to recommend translators or research assistants. Kreft, for example, hired local research assistants recommended by researchers at a Bogotá-based university and remunerated them equivalent to the salary they would have received as graduate research assistants at the university, while also covering necessary travel expenses. Irgil, on the other hand, established contacts with native citizens and Syrian gatekeepers, who are shop owners in the area where she conducted her research because she had the opportunity to visit the fieldwork site multiple times.

Depending on the research agenda, researchers may visit national archives, local government offices, etc. Before visiting, researchers should contact these facilities and make sure the materials that they need are accessible. For example, Lee visited the Ronald Reagan Presidential Library Archives to find the United States’ strategic evaluations on South Korea's dictator in the 1980s. Before her visit, she contacted librarians in the archives, telling them her visit plans and her research purpose. Librarians made suggestions on which categories she should start to review based on her research goal, and thus she was able to make a list of categories of the materials she needed, saving her a lot of her time.

Accessibility of and access to certain facilities/libraries can differ depending on locations/countries and types of facilities. Facilities in authoritarian countries might not be easily accessible to foreign researchers. Within democratic countries, some facilities are more restrictive than others. Situations like the pandemic or national holidays can also restrict accessibility. Therefore, researchers are well advised to do preliminary research on whether a certain facility opens during the time they visit and is accessible to researchers regardless of their citizenship status. Moreover, researchers must contact the staff of facilities to know whether identity verification is needed and if so, what kind of documents (photo I.D. or passport) should be exhibited.

Adapting to the Reality of the Field

Researchers need to be flexible because you may meet people you did not make appointments with, come across opportunities you did not expect, or stumble upon new ideas about collecting data in the field. These happenings will enrich your field experience and will ultimately be beneficial for your research. Similarly, researchers should not be discouraged by interviews that do not go according to plan; they present an opportunity to pursue relevant people who can provide an alternative path to your work. Note that planning ahead does not preclude fortuitous encounters or epiphanies. Rather, it provides a structure for them to happen.

If your fieldwork entails travelling abroad, you will also be able to recruit more interviewees once you arrive at your research site. In fact, you may have greater success in-country; not everyone is willing to respond to a cold email from an unknown researcher in a foreign country. In Irgil's fieldwork, she contacted store owners that are known in the area and who know the community. This eased her process of introduction into the community and recruiting interviewees. For Zvobgo, she had fewer than a dozen interviews scheduled when she travelled to Guatemala to study civil society activism and transitional justice since the internal armed conflict. But she was able to recruit additional participants in-country. Interviewees with whom she built a rapport connected her to other NGOs, government offices, and the United Nations country office, sometimes even making the call and scheduling interviews for her. Through snowball sampling, she was able to triple the number of participants. Likewise, snowball sampling was central to Kreft's recruitment of interview partners. Several of her interviewees connected her to highly relevant individuals she would never have been able to identify and contact based on web searches alone.

While in the field, you may nonetheless encounter obstacles that necessitate adjustments to your original plans. Once Kreft had arrived in Colombia, for example, it transpired quickly that carrying out in-person interviews in more remote/rural areas was near impossible given her means, as these were not easily accessible by bus/coach, further complicated by a complex security situation. Instead, she adjusted her research design and shifted her focus to the big cities, where most of the major civil society organizations are based. She complemented the in-person interviews carried out there with a smaller number of phone interviews with civil society activists in rural areas, and she was also able to meet a few activists operating in rural or otherwise inaccessible areas as they were visiting the major cities. The resulting focus on urban settings changed the kinds of generalizations she was able to make based on her fieldwork data and produced a somewhat different study than initially anticipated.

This also has been the case for Irgil, despite her prior arrangements with the Syrian gatekeepers, which required adjustments as in the case of Kreft. Irgil acquired research clearance one year before, during the interviews with native citizens, conducting the interviews with Syrian refugees. She also had her questionnaire ready based on the previously collected data and the media search she had conducted for over a year before travelling to the field site. As she was able to visit the field site multiple times, two months before conducting interviews with Syrian refugees, she developed a schedule with the Syrian gatekeepers and informants. Yet, once she was in the field, influenced by Turkey's recent political events and the policy of increasing control over Syrian refugees, half of the previously agreed informants changed their minds or did not want to participate in interviews. As Irgil was following the policies and the news related to Syrian refugees in Turkey closely, this did not come as that big of a surprise but challenged the previously developed strategy to recruit interviewees. Thus, she changed the strategy of finding interviewees in the field site, such as asking people, almost one by one, whether they would like to participate in the interview. Eventually, she could not find willing Syrian women refugees as she had planned, which resulted in a male-dominant sample. As researchers encounter such situations, it is essential to remind oneself that not everything can go according to plan, that “different” does not equate to “worse,” but that it is important to consider what changes to fieldwork data collection and sampling imply for the study's overall findings and the contribution it makes to the literature.

We should note that conducting interviews is very taxing—especially when opportunities multiply, as in Zvobgo's case. Depending on the project, each interview can take an hour, if not two or more. Hence, you should make a reasonable schedule: we recommend no more than two interviews per day. You do not want to have to cut off an interview because you need to rush to another one, whether the interviews are in-person or remote. And you do not want to be too exhausted to have a robust engagement with your respondent who is generously lending you their time. Limiting the number of interviews per day is also important to ensure that you can write comprehensive and meaningful fieldnotes, which becomes even more essential where it is not possible to audio-record your interviews. Also, be sure to remember to eat, stay hydrated, and try to get enough sleep.

Finally, whether to provide gifts or payments to the subject also requires adapting to the reality of the field. You must think about payments beforehand when you apply for IRB approval (or whatever other ethical review processes may be in place) since these applications usually contain questions about payments. Obviously, the first step is to carefully evaluate whether the gifts and payments provided can harm the subject or are likely to unduly affect the responses they will give in response to your questions. If that is not the case, you have to make payment decisions based on your budget, field situation, and difficulties in recruitment. Usually, payment of respondents is more common in survey research, whereas it is less common in interviews and focus groups.

Nevertheless, payment practices vary depending on the field and the target group. In some cases, it may become a custom to provide small gifts or payments when interviewing a certain group. In other cases, interviewees might be offended if they are provided with money. Therefore, knowing past practices and field situations is important. For example, Lee provided small coffee gift cards to one group while she did not to the other based on previous practices of other researchers. That is, for a particular group, it has become a custom for interviewers to pay interviewees. Sometimes, you may want to reimburse your subject's interview costs such as travel expenses and provide beverages and snacks during the conduct of research, as Kreft did when conducting focus groups in Colombia. To express your gratitude to your respondents, you can prepare small gifts such as your university memorabilia (e.g., notebooks and pens). Since past practices about payments can affect your interactions and interviews with a target group, you want to seek advice from your colleagues and other researchers who had experiences interacting with the target group. If you cannot find researchers who have this knowledge, you can search for published works on the target population to find if the authors share their interview experiences. You may also consider contacting the authors for advice before your interviews.

Researching Strategically

Distinguishing between things that can only be done in person at a particular site and things that can be accomplished later at home is vital. Prioritize the former over the latter. Lee's fieldwork experience serves as a good example. She studied a conservative protest movement called the Taegeukgi Rally in South Korea. She planned to conduct interviews with the rally participants to examine their motivations for participating. But she only had one month in South Korea. So, she focused on things that could only be done in the field: she went to the rally sites, she observed how protests proceeded, which tactics and chants were used, and she met participants and had some casual conversations with them. Then, she used the contacts she made while attending the rallies to create a social network to solicit interviews from ordinary protesters, her target population. She was able to recruit twenty-five interviewees through good rapport with the people she met. The actual interviews proceeded via phone after she returned to the United States. In a nutshell, we advise you not to be obsessed with finishing interviews in the field. Sometimes, it is more beneficial to use your time in the field to build relationships and networks.

Working With Assistants and Translators

A final consideration on logistics is working with research assistants or translators; it affects how you can carry out interviews, focus groups, etc. To what extent constant back-and-forth translation is necessary or advisable depends on the researcher's skills in the interview language and considerations about time and efficiency. For example, Kreft soon realized that she was generally able to follow along quite well during her interviews in Colombia. In order to avoid precious time being lost to translation, she had her research assistant follow the interview guide Kreft had developed, and interjected follow-up questions in Spanish or English (then to be translated) as they arose.

Irgil's and Zvobgo's interviews went a little differently. Irgil's Syrian refugee interviewees in Turkey were native Arabic speakers, and Zvobgo's interviewees in Guatemala were native Spanish speakers. Both Irgil and Zvobgo worked with research assistants. In Irgil's case, her assistant was a Syrian man, who was outside of the area. Meanwhile, Zvobgo's assistant was an undergraduate from her home institution with a Spanish language background. Irgil and Zvobgo began preparing their assistants a couple of months before entering the field, over Skype for Irgil and in-person for Zvobgo. They offered their assistants readings and other resources to provide them with the necessary background to work well. Both Irgil and Zvobgo's research assistants joined them in the interviews and actually did most of the speaking, introducing the principal investigator, explaining the research, and then asking the questions. In Zvobgo's case, interviewee responses were relayed via a professional interpreter whom she had also hired. After every interview, Irgil and Zvobgo and their respective assistants discussed the answers of the interviewees, potential improvements in phrasing, and elaborated on their hand-written interview notes. As a backup, Zvobgo, with the consent of her respondents, had accompanying audio recordings.

Researchers may carry out fieldwork in a country that is considerably less safe than what they are used to, a setting affected by conflict violence or high crime rates, for instance. Feelings of insecurity can be compounded by linguistic barriers, cultural particularities, and being far away from friends and family. Insecurity is also often gendered, differentially affecting women and raising the specter of unwanted sexual advances, street harassment, or even sexual assault ( Gifford and Hall-Clifford 2008 ; Mügge 2013 ). In a recent survey of Political Science graduate students in the United States, about half of those who had done fieldwork internationally reported having encountered safety issues in the field, (54 percent female, 47 percent male), and only 21 percent agreed that their Ph.D. programs had prepared them to carry out their fieldwork safely ( Schwartz and Cronin-Furman 2020 , 8–9).

Preventative measures scholars may adopt in an unsafe context may involve, at their most fundamental, adjustments to everyday routines and habits, restricting one's movements temporally and spatially. Reliance on gatekeepers may also necessitate adopting new strategies, such as a less vehement and cold rejection of unwanted sexual advances than one ordinarily would exhibit, as Mügge (2013) illustratively discusses. At the same time, a competitive academic job market, imperatives to collect novel and useful data, and harmful discourses surrounding dangerous fieldwork also, problematically, shape incentives for junior researchers to relax their own standards of what constitutes acceptable risk ( Gallien 2021 ).

Others have carefully collected a range of safety precautions that field researchers in fragile or conflict-affected settings may take before and during fieldwork ( Hilhorst et al. 2016 ). Therefore, we are more concise in our discussion of recommendations, focusing on the specific situations of graduate students. Apart from ensuring that supervisors and university administrators have the researcher's contact information in the field (and possibly also that of a local contact person), researchers can register with their country's embassy or foreign office and any crisis monitoring and prevention systems it has in place. That way, they will be informed of any possible unfolding emergencies and the authorities have a record of them being in the country.

It may also be advisable to set up more individualized safety protocols with one or two trusted individuals, such as friends, supervisors, or colleagues at home or in the fieldwork setting itself. The latter option makes sense in particular if one has an official affiliation with a local institution for the duration of the fieldwork, which is often advisable. Still, we would also recommend establishing relationships with local researchers in the absence of a formal affiliation. To keep others informed of her whereabouts, Kreft, for instance, made arrangements with her supervisors to be in touch via email at regular intervals to report on progress and wellbeing. This kept her supervisors in the loop, while an interruption in communication would have alerted them early if something were wrong. In addition, she announced planned trips to other parts of the country and granted her supervisors and a colleague at her home institution emergency reading access to her digital calendar. To most of her interviews, she was moreover accompanied by her local research assistant/translator. If the nature of the research, ethical considerations, and the safety situation allow, it might also be possible to bring a local friend along to interviews as an “assistant,” purely for safety reasons. This option needs to be carefully considered already in the planning stage and should, particularly in settings of fragility or if carrying out research on politically exposed individuals, be noted in any ethical and institutional review processes where these are required. Adequate compensation for such an assistant should be ensured. It may also be advisable to put in place an emergency plan, that is, choose emergency contacts back home and “in the field,” know whom to contact if something happens, and know how to get to the nearest hospital or clinic.

We would be remiss if we did not mention that, when in an unfamiliar context, one's safety radar may be misguided, so it is essential to listen to people who know the context. For example, locals can give advice on which means of transport are safe and which are not, a question that is of the utmost importance when traveling to appointments. For example, Kreft was warned that in Colombia regular taxis are often unsafe, especially if waved down in the streets, and that to get to her interviews safely, she should rely on a ride-share service. In one instance, a Colombian friend suggested that when there was no alternative to a regular taxi, Kreft should book through the app and share the order details, including the taxi registration number or license plate, with a friend. Likewise, sharing one's cell phone location with a trusted friend while traveling or when one feels unsafe may be a viable option. Finally, it is prudent to heed the safety recommendations and travel advisories provided by state authorities and embassies to determine when and where it is safe to travel. Especially if researchers have a responsibility not only for themselves but also for research assistants and research participants, safety must be a top priority.

This does not mean that a researcher should be careless in a context they know either. Of course, conducting fieldwork in a context that is known to the researcher offers many advantages. However, one should be prepared to encounter unwanted events too. For instance, Irgil has conducted fieldwork in her country of origin in a city she knows very well. Therefore, access to the site, moving around the site, and blending in has not been a problem; she also has the advantage of speaking the native language. Yet, she took notes of the streets she walked in, as she often returned from the field site after dark and thought she might get confused after a tiring day. She also established a closer relationship with two or three store owners in different parts of the field site if she needed something urgent, like running out of battery. Above all, one should always be aware of one's surroundings and use common sense. If something feels unsafe, chances are it is.

Fieldwork may negatively affect the researcher's mental health and mental wellbeing regardless of where one's “field” is, whether related to concerns about crime and insecurity, linguistic barriers, social isolation, or the practicalities of identifying, contacting and interviewing research participants. Coping with these different sources of stress can be both mentally and physically exhausting. Then there are the things you may hear, see and learn during the research itself, such as gruesome accounts of violence and suffering conveyed in interviews or archival documents one peruses. Kreft and Zvobgo have spoken with women victims of conflict-related sexual violence, who sometimes displayed strong emotions of pain and anger during the interviews. Likewise, Irgil and Willis have spoken with members of other vulnerable populations such as refugees and former sex workers ( Willis 2020 ).

Prior accounts ( Wood 2006 ; Loyle and Simoni 2017 ; Skjelsbæk 2018 ; Hummel and El Kurd 2020 ; Williamson et al. 2020 ; Schulz and Kreft 2021 ) show that it is natural for sensitive research and fieldwork challenges to affect or even (vicariously) traumatize the researcher. By removing researchers from their regular routines and support networks, fieldwork may also exacerbate existing mental health conditions ( Hummel and El Kurd 2020 ). Nonetheless, mental wellbeing is rarely incorporated into fieldwork courses and guidelines, where these exist at all. But even if you know to anticipate some sort of reaction, you rarely know what that reaction will be until you experience it. When researching sensitive or difficult topics, for example, reactions can include sadness, frustration, anger, fear, helplessness, and flashbacks to personal experiences of violence ( Williamson et al. 2020 ). For example, Kreft responded with episodic feelings of depression and both mental and physical exhaustion. But curiously, these reactions emerged most strongly after she had returned from fieldwork and in particular as she spent extended periods analyzing her interview data, reliving some of the more emotional scenes during the interviews and being confronted with accounts of (sexual) violence against women in a concentrated fashion. This is a crucial reminder that fieldwork does not end when one returns home; the after-effects may linger. Likewise, Zvobgo was physically and mentally drained upon her return from the field. Both Kreft and Zvobgo were unable to concentrate for long periods of time and experienced lower-than-normal levels of productivity for weeks afterward, patterns that formal and informal conversations with other scholars confirm to be common ( Schulz and Kreft 2021 ). Furthermore, the boundaries between “field” and “home” are blurred when conducting remote fieldwork ( Howlett 2021 , 11).

Nor are these adverse reactions limited to cases where the researcher has carried out the interviews themselves. Accounts of violence, pain, and suffering transported in reports, secondary literature, or other sources can evoke similar emotional stress, as Kreft experienced when engaging in a concentrated fashion with additional accounts of conflict-related sexual violence in Colombia and with the feminist literature on sexual and gender-based violence in the comfort of her Swedish office. This could also be applicable to Irgil's fieldwork as she interviewed refugees whose traumas have come out during the interviews or recall specific events triggered by the questions. Likewise, Lee has reviewed primary and secondary materials on North Korean defectors in the national archives and these materials contain violent, intense, emotional narratives.

Fortunately, there are several strategies to cope with and manage such adverse consequences. In a candid and insightful piece, other researchers have discussed the usefulness of distractions, sharing with colleagues, counseling, exercise, and, probably less advisable in the long term, comfort eating and drinking ( Williamson et al. 2020 ; see also Loyle and Simoni 2017 ; Hummel and El Kurd 2020 ). Our experiences largely tally with their observations. In this section, we explore some of these in more detail.

First, in the face of adverse consequences on your mental wellbeing, whether in the field or after your return, it is essential to be patient and generous with yourself. Negative effects on the researcher's mental wellbeing can hit in unexpected ways and at unexpected times. Even if you think that certain reactions are disproportionate or unwarranted at that specific moment, they may simply have been building up over a long time. They are legitimate. Second, the importance of taking breaks and finding distractions, whether that is exercise, socializing with friends, reading a good book, or watching a new series, cannot be overstated. It is easy to fall into a mode of thinking that you constantly have to be productive while you are “in the field,” to maximize your time. But as with all other areas in life, balance is key and rest is necessary. Taking your mind off your research and the research questions you puzzle over is also a good way to more fully soak up and appreciate the context in which you find yourself, in the case of in-person fieldwork, and about which you ultimately write.

Third, we cannot stress enough the importance of investing in social relations. Before going on fieldwork, researchers may want to consult others who have done it before them. Try to find (junior) scholars who have done fieldwork on similar kinds of topics or in the same country or countries you are planning to visit. Utilizing colleagues’ contacts and forging connections using social media are valuable strategies to expand your networks (in fact, this very paper is the result of a social media conversation and several of the authors have never met in person). Having been in the same situation before, most field researchers are, in our experience, generous with their time and advice. Before embarking on her first trip to Colombia, Kreft contacted other researchers in her immediate and extended network and received useful advice on questions such as how to move around Bogotá, whom to speak to, and how to find a research assistant. After completing her fieldwork, she has passed on her experiences to others who contacted her before their first fieldwork trip. Informal networks are, in the absence of more formalized fieldwork preparation, your best friend.

In the field, seeking the company of locals and of other researchers who are also doing fieldwork alleviates anxiety and makes fieldwork more enjoyable. Exchanging experiences, advice and potential interviewee contacts with peers can be extremely beneficial and make the many challenges inherent in fieldwork (on difficult topics) seem more manageable. While researchers conducting remote fieldwork may be physically isolated from other researchers, even connecting with others doing remote fieldwork may be comforting. And even when there are no precise solutions to be found, it is heartening or even cathartic to meet others who are in the same boat and with whom you can talk through your experiences. When Kreft shared some of her fieldwork-related struggles with another researcher she had just met in Bogotá and realized that they were encountering very similar challenges, it was like a weight was lifted off her shoulders. Similarly, peer support can help with readjustment after the fieldwork trip, even if it serves only to reassure you that a post-fieldwork dip in productivity and mental wellbeing is entirely natural. Bear in mind that certain challenges are part of the fieldwork experience and that they do not result from inadequacy on the part of the researcher.

Finally, we would like to stress a point made by Inger Skjelsbæk (2018 , 509) and which has not received sufficient attention: as a discipline, we need to take the question of researcher mental wellbeing more seriously—not only in graduate education, fieldwork preparation, and at conferences, but also in reflecting on how it affects the research process itself: “When strong emotions arise, through reading about, coding, or talking to people who have been impacted by [conflict-related sexual violence] (as victims or perpetrators), it may create a feeling of being unprofessional, nonscientific, and too subjective.”

We contend that this is a challenge not only for research on sensitive issues but also for fieldwork more generally. To what extent is it possible, and desirable, to uphold the image of the objective researcher during fieldwork, when we are at our foundation human beings? And going even further, how do the (anticipated) effects of our research on our wellbeing, and the safety precautions we take ( Gifford and Hall-Clifford 2008 ), affect the kinds of questions we ask, the kinds of places we visit and with whom we speak? How do they affect the methods we use and how we interpret our findings? An honest discussion of affective responses to our research in methods sections seems utopian, as emotionality in the research process continues to be silenced and relegated to the personal, often in gendered ways, which in turn is considered unconnected to the objective and scientific research process ( Jamar and Chappuis 2016 ). But as Gifford and Hall-Clifford (2008 , 26) aptly put it: “Graduate education should acknowledge the reality that fieldwork is scholarly but also intimately personal,” and we contend that the two shape each other. Therefore, we encourage political science as a discipline to reflect on researcher wellbeing and affective responses to fieldwork more carefully, and we see the need for methods courses that embrace a more holistic notion of the subjectivity of the researcher.

Interacting with people in the field is one of the most challenging yet rewarding parts of the work that we do, especially in comparison to impersonal, often tedious wrangling and analysis of quantitative data. Field researchers often make personal connections with their interviewees. Consequently, maintaining boundaries can be a bit tricky. Here, we recommend being honest with everyone with whom you interact without overstating the abilities of a researcher. This appears as a challenge in the field, particularly when you empathize with people and when they share profound parts of their lives with you for your research in addition to being “human subjects” ( Fujii 2012 ). For instance, when Irgil interviewed native citizens about the changes in their neighborhood following the arrival of Syrian refugees, many interviewees questioned what she would offer them in return for their participation. Irgil responded that her primary contribution would be her published work. She also noted, however, that academic papers can take a year, sometimes longer, to go through the peer-reviewed process and, once published, many studies have a limited audience. The Syrian refugees posed similar questions. Irgil responded not only with honesty but also, given this population's vulnerable status, she provided them contact information for NGOs with which they could connect if they needed help or answers to specific questions.

For her part, Zvobgo was very upfront with her interviewees about her role as a researcher: she recognized that she is not someone who is on the frontlines of the fight for human rights and transitional justice like they are. All she could/can do is use her platform to amplify their stories, bringing attention to their vital work through her future peer-reviewed publications. She also committed to sending them copies of the work, as electronic journal articles are often inaccessible due to paywalls and university press books are very expensive, especially for nonprofits. Interviewees were very receptive; some were even moved by the degree of self-awareness and the commitment to do right by them. In some cases, this prompted them to share even more, because they knew that the researcher was really there to listen and learn. This is something that junior scholars, and all scholars really, should always remember. We enter the field to be taught. Likewise, Kreft circulated among her interviewees Spanish-language versions of an academic article and a policy brief based on the fieldwork she had carried out in Colombia.

As researchers from the Global North, we recognize a possible power differential between us and our research subjects, and certainly an imbalance in power between the countries where we have been trained and some of the countries where we have done and continue to do field research, particularly in politically dynamic contexts ( Knott 2019 ). This is why we are so concerned with being open and transparent with everyone with whom we come into contact in the field and why we are committed to giving back to those who so generously lend us their time and knowledge. Knott (2019 , 148) summarizes this as “Reflexive openness is a form of transparency that is methodologically and ethically superior to providing access to data in its raw form, at least for qualitative data.”

We also recognize that academics, including in the social sciences and especially those hailing from countries in the Global North, have a long and troubled history of exploiting their power over others for the sake of their research—including failing to be upfront about their research goals, misrepresenting the on-the-ground realities of their field research sites (including remote fieldwork), and publishing essentializing, paternalistic, and damaging views and analyses of the people there. No one should build their career on the backs of others, least of all in a field concerned with the possession and exercise of power. Thus, it is highly crucial to acknowledge the power hierarchies between the researcher and the interviewees, and to reflect on them both in the field and beyond the field upon return.

A major challenge to conducting fieldwork is when researchers’ carefully planned designs do not go as planned due to unforeseen events outside of our control, such as pandemics, natural disasters, deteriorating security situations in the field, or even the researcher falling ill. As the Covid-19 pandemic has made painfully clear, researchers may face situations where in-person research is simply not possible. In some cases, researchers may be barred entry to their fieldwork site; in others, the ethical implications of entering the field greatly outweigh the importance of fieldwork. Such barriers to conducting in-person research require us to reconsider conventional notions of what constitutes fieldwork. Researchers may need to shift their data collection methods, for example, conducting interviews remotely instead of in person. Even while researchers are in the field, they may still need to carry out part of their interviews or surveys virtually or by phone. For example, Kreft (2020) carried out a small number of interviews remotely while she was based in Bogotá, because some of the women's civil society activists with whom she intended to speak were based in parts of the country that were difficult and/or dangerous to access.

Remote field research, which we define as the collection of data over the internet or over the phone where in-person fieldwork is not possible due to security, health or other risks, comes with its own sets of challenges. For one, there may be certain populations that researchers cannot reach remotely due to a lack of internet connectivity or technology such as cellphones and computers. In such instances, there will be a sampling bias toward individuals and groups that do have these resources, a point worth noting when scholars interpret their research findings. In the case of virtual research, the risk of online surveillance, hacking, or wiretapping may also produce reluctance on the part of interviewees to discuss sensitive issues that may compromise their safety. Researchers need to carefully consider how the use of digital technology may increase the risk to research participants and what changes to the research design and any interview guides this necessitates. In general, it is imperative that researchers reflect on how they can ethically use digital technology in their fieldwork ( Van Baalen 2018 ). Remote interviews may also be challenging to arrange for researchers who have not made connections in person with people in their community of interest.

Some of the serendipitous happenings we discussed earlier may also be less likely and snowball sampling more difficult. For example, in phone or virtual interviews, it is harder to build good rapport and trust with interviewees as compared to face-to-face interviews. Accordingly, researchers should be more careful in communicating with interviewees and creating a comfortable interview environment. Especially when dealing with sensitive topics, researchers may have to make several phone calls and sometimes have to open themselves to establishing trust with interviewees. Also, researchers must be careful in protecting interviewees in phone or virtual interviews when they deal with sensitive topics of countries interviewees reside in.

The inability to physically visit one's community of interest may also encourage scholars to critically reflect on how much time in the field is essential to completing their research and to consider creative, alternative means for accessing information to complete their projects. While data collection techniques such as face-to-face interviews and archival work in the field may be ideal in normal times, there exist other data sources that can provide comparably useful information. For example, in her research on the role of framing in the United States base politics, Willis found that social media accounts and websites yielded information useful to her project. Many archives across the world have also been digitized. Researchers may also consider crowdsourcing data from the field among their networks, as fellow academics tend to collect much more data in the field than they ever use in their published works. They may also elect to hire someone, perhaps a graduate student, in a city or a country where they cannot travel and have the individual access, scan, and send archival materials. This final suggestion may prove generally useful to researchers with limited time and financial resources.

Remote qualitative data collection techniques, while they will likely never be “the gold-standard,” also pose several advantages. These techniques may help researchers avoid some of the issues mentioned previously. Remote interviews, for example, are less time-consuming in terms of travel to the interview site ( Archibald et al. 2019 ). The implication is that researchers may have less fatigue from conducting interviews and/or may be able to conduct more interviews. For example, while Willis had little energy to do anything else after an in-person interview (or two) in a given day, she had much more energy after completing remote interviews. Second, remote fieldwork also helps researchers avoid potentially dangerous situations in the field mentioned previously. Lastly, remote fieldwork generally presents fewer financial barriers than in-person research ( Archibald et al. 2019 ). In that sense, considering remote qualitative data collection, a type of “fieldwork” may make fieldwork more accessible to a greater number of scholars.

Many of the substantive, methodological and practical challenges that arise during fieldwork can be anticipated. Proper preparation can help you hit the ground running once you enter your fieldwork destination, whether in-person or virtually. Nonetheless, there is no such thing as being perfectly prepared for the field. Some things will simply be beyond your control, and especially as a newcomer to field research, and you should be prepared for things to not go as planned. New questions will arise, interview participants may cancel appointments, and you might not get the answers you expected. Be ready to make adjustments to research plans, interview guides, or questionnaires. And, be mindful of your affective reactions to the overall fieldwork situation and be gentle with yourself.

We recommend approaching fieldwork as a learning experience as much as, or perhaps even more than, a data collection effort. This also applies to your research topic. While it is prudent always to exercise a healthy amount of skepticism about what people tell you and why, the participants in your research will likely have unique perspectives and knowledge that will challenge yours. Be an attentive listener and remember that they are experts of their own experiences.

We encourage more institutions to offer courses that cover field research preparation and planning, practical advice on safety and wellbeing, and discussion of ethics. Specifically, we align with Schwartz and Cronin-Furman's (2020 , 3) contention “that treating fieldwork preparation as the methodology will improve individual scholars’ experiences and research.” In this article, we outline a set of issue areas in which we think formal preparation is necessary, but we note that our discussion is by no means exhaustive. Formal fieldwork preparation should also extend beyond what we have covered in this article, such as issues of data security and preparing for nonqualitative fieldwork methods. We also note that field research is one area that has yet to be comprehensively addressed in conversations on diversity and equity in the political science discipline and the broader academic profession. In a recent article, Brielle Harbin (2021) begins to fill this gap by sharing her experiences conducting in-person election surveys as a Black woman in a conservative and predominantly white region of the United States and the challenges that she encountered. Beyond race and gender, citizenship, immigration status, one's Ph.D. institution and distance to the field also affect who is able to do what type of field research, where, and for how long. Future research should explore these and related questions in greater detail because limits on who is able to conduct field research constrict the sociological imagination of our field.

While Emmons and Moravcsik (2020) focus on leading Political Science Ph.D. programs in the United States, these trends likely obtain, both in lower ranked institutions in the broader United States as well as in graduate education throughout North America and Europe.

As all the authors have carried out qualitative fieldwork, this is the primary focus of this guide. This does not, however, mean that we exclude quantitative or experimental data collection from our definition of fieldwork.

There is great variation in graduate students’ financial situations, even in the Global North. For example, while higher education is tax-funded in most countries in Europe and Ph.D. students in countries such as Sweden, Norway, Denmark, the Netherlands, and Switzerland receive a comparatively generous full-time salary, healthcare and contributions to pension schemes, Ph.D. programs in other contexts like the United States and the United Kingdom have (high) enrollment fees and rely on scholarships, stipends, or departmental duties like teaching to (partially) offset these, while again others, such as Germany, are commonly financed by part-time (50 percent) employment at the university with tasks substantively unrelated to the dissertation. These different preconditions leave many Ph.D. students struggling financially and even incurring debt, while others are in a more comfortable financial position. Likewise, Ph.D. programs around the globe differ in structure, such as required coursework, duration and supervision relationships. Naturally, all of these factors have a bearing on the extent to which fieldwork is feasible. We acknowledge unequal preconditions across institutions and contexts, and trust that those Ph.D. students interested in pursuing fieldwork are best able to assess the structural and institutional context in which they operate and what this implies for how, when, and how long to carry out fieldwork.

In our experience, this is not only the general cycle for graduate students in North America, but also in Europe and likely elsewhere.

For helpful advice and feedback on earlier drafts, we wish to thank the editors and reviewers at International Studies Review , and Cassandra Emmons. We are also grateful to our interlocuters in Argentina, Canada, Colombia, Germany, Guatemala, Japan, Kenya, Norway, the Philippines, Sierra Leone, South Korea, Spain, Sweden, Turkey, the United Kingdom, and the United States, without whom this reflection on fieldwork would not have been possible. All authors contributed equally to this manuscript.

This material is based upon work supported by the Forskraftstiftelsen Theodor Adelswärds Minne, Knut and Alice Wallenberg Foundation(KAW 2013.0178), National Science Foundation Graduate Research Fellowship Program(DGE-1418060), Southeast Asia Research Group (Pre-Dissertation Fellowship), University at Albany (Initiatives for Women and the Benevolent Association), University of Missouri (John D. Bies International Travel Award Program and Kinder Institute on Constitutional Democracy), University of Southern California (Provost Fellowship in the Social Sciences), Vetenskapsrådet(Diarienummer 2019-06298), Wilhelm och Martina Lundgrens Vetenskapsfond(2016-1102; 2018-2272), and William & Mary (Global Research Institute Pre-doctoral Fellowship).

Advancing Conflict Research . 2020 . The ARC Bibliography . Accessed September 6, 2020, https://advancingconflictresearch.com/resources-1 .

Google Scholar

Google Preview

Archibald Mandy M. , Ambagtsheer Rachel C. , Casey Mavourneen G. , Lawless Michael . 2019 . “ Using Zoom Videoconferencing for Qualitative Data Collection: Perceptions and Experiences of Researchers and Participants .” International Journal of Qualitative Methods 18 : 1 – 18 .

Beath Andrew , Christia Fotini , Enikolopov Ruben . 2013 . “ Empowering Women Through Development Aid: Evidence from a Field Experiment in Afghanistan .” American Political Science Review 107 ( 3 ): 540 – 57 .

Carling Jorgen , Erdal Marta Bivand , Ezzati Rojan . 2014 . “ Beyond the Insider–Outsider Divide in Migration Research .” Migration Studies 2 ( 1 ): 36 – 54 .

Chambers-Ju Christopher . 2014 . “ Data Collection, Opportunity Costs, and Problem Solving: Lessons from Field Research on Teachers’ Unions in Latin America .” P.S.: Political Science & Politics 47 ( 2 ): 405 – 9 .

Collier David . 2011 . “ Understanding Process Tracing .” P.S.: Political Science and Politics 44 ( 4 ): 823 – 30 .

Druckman James N. , Green Donald P. , Kuklinski James H. , Lupia Arthur . 2006 . “ The Growth and Development of Experimental Research in Political Science .” American Political Science Review 100 ( 4 ): 627 – 35 .

Elman Colin , Kapiszewski Diana , Kirilova Dessislava . 2015 . “ Learning Through Research: Using Data to Train Undergraduates in Qualitative Methods .” P.S.: Political Science & Politics 48 ( 1 ): 39 – 43 .

Emmons Cassandra V. , Moravcsik Andrew M. . 2020 . “ Graduate Qualitative Methods Training in Political Science: A Disciplinary Crisis .” P.S.: Political Science & Politics 53 ( 2 ): 258 – 64 .

Esarey Justin. 2017 . “ Causal Inference with Observational Data .” In Analytics, Policy, and Governance , edited by Bachner Jennifer , Hill Kathryn Wagner , Ginsberg Benjamin , 40 – 66 . New Haven : Yale University Press .

Finseraas Henning , Kotsadam Andreas . 2017 . “ Does Personal Contact with Ethnic Minorities Affect anti-immigrant Sentiments? Evidence from a Field Experiment .” European Journal of Political Research 56 : 703 – 22 .

Fujii Lee Ann . 2012 . “ Research Ethics 101: Dilemmas and Responsibilities .” P.S.: Political Science & Politics 45 ( 4 ): 717 – 23 .

Gallien Max . 2021 . “ Solitary Decision-Making and Fieldwork Safety .” In The Companion to Peace and Conflict Fieldwork , edited by Ginty Roger Mac , Brett Roddy , Vogel Birte , 163 – 74 . Cham, Switzerland : Palgrave Macmillan .

Geddes Barbara . 2003 . Paradigms and Sand Castles: Theory Building and Research Design in Comparative Politics . Ann Arbor : University of Michigan Press .

Gifford Lindsay , Hall-Clifford Rachel . 2008 . “ From Catcalls to Kidnapping: Towards an Open Dialogue on the Fieldwork Experiences of Graduate Women .” Anthropology News 49 ( 6 ): 26 – 7 .

Greitens Sheena C. 2016 . Dictators and Their Secret Police: Coercive Institutions and State Violence . Cambridge : Cambridge University Press .

Harbin Brielle M. 2021 . “ Who's Able to Do Political Science Work? My Experience with Exit Polling and What It Reveals about Issues of Race and Equity .” PS: Political Science & Politics 54 ( 1 ): 144 – 6 .

Hilhorst Dorothea , Hogson Lucy , Jansen Bram , Mena Rodrigo Fluhmann . 2016 . Security Guidelines for Field Research in Complex, Remote and Hazardous Places . Accessed August 25, 2020, http://hdl.handle.net/1765/93256 .

Howlett Marnie. 2021 . “ Looking At the ‘Field’ Through a Zoom Lens: Methodological Reflections on Conducting Online Research During a Global Pandemic .” Qualitative Research . Online first .

Hsueh Roselyn , Jensenius Francesca Refsum , Newsome Akasemi . 2014 . “ Fieldwork in Political Science: Encountering Challenges and Crafting Solutions: Introduction .” PS: Political Science & Politics 47 ( 2 ): 391 – 3 .

Hummel Calla , El Kurd Dana . 2020 . “ Mental Health and Fieldwork .” P.S.: Political Science & Politics 54 ( 1 ): 121 – 5 .

Irgil Ezgi. 2020 . “ Broadening the Positionality in Migration Studies: Assigned Insider Category .” Migration Studies . Online first .

Jacobsen Karen , Landau Lauren B. . 2003 . “ The Dual Imperative in Refugee Research: Some Methodological and Ethical Considerations in Social Science Research on Forced Migration .” Disasters 27 ( 3 ): 185 – 206 .

Jamar Astrid , Chappuis Fairlie . 2016 . “ Conventions of Silence: Emotions and Knowledge Production in War-Affected Research Environments .” Parcours Anthropologiques 11 : 95 – 117 .

Jensenius Francesca R. 2014 . “ The Fieldwork of Quantitative Data Collection .” P.S.: Political Science & Politics 47 ( 2 ): 402 – 4 .

Kapiszewski Diana , MacLean Lauren M. , Read Benjamin L. . 2015 . Field Research in Political Science: Practices and Principles . Cambridge : Cambridge University Press .

Kelsky Karen . 2015 . The Professor Is In: The Essential Guide to Turning Your Ph.D. Into a Job . New York : Three Rivers Press .

Knott Eleanor . 2019 . “ Beyond the Field: Ethics After Fieldwork in Politically Dynamic Contexts .” Perspectives on Politics 17 ( 1 ): 140 – 53 .

Kreft Anne-Kathrin . 2019 . “ Responding to Sexual Violence: Women's Mobilization in War .” Journal of Peace Research 56 ( 2 ): 220 – 33 .

Kreft Anne-Kathrin . 2020 . “ Civil Society Perspectives on Sexual Violence in Conflict: Patriarchy and War Strategy in Colombia .” International Affairs 96 ( 2 ): 457 – 78 .

Loyle Cyanne E. , Simoni Alicia . 2017 . “ Researching Under Fire: Political Science and Researcher Trauma .” P.S.: Political Science & Politics 50 ( 1 ): 141 – 5 .

Mackenzie Catriona , McDowell Christopher , Pittaway Eileen . 2007 . “ Beyond ‘do No Harm’: The Challenge of Constructing Ethical Relationships in Refugee Research .” Journal of Refugee Studies 20 ( 2 ): 299 – 319 .

Marston Jerome F. 2020 . “ Resisting Displacement: Leveraging Interpersonal Ties to Remain Despite Criminal Violence in Medellín, Colombia .” Comparative Political Studies 53 ( 13 ): 1995 – 2028 .

Mosley Layna , ed. 2013 . Interview Research in Political Science . Ithaca : Cornell University Press .

Mügge Liza M. 2013 . “ Sexually Harassed by Gatekeepers: Reflections on Fieldwork in Surinam and Turkey .” International Journal of Social Research Methodology 16 ( 6 ): 541 – 6 .

Nexon Daniel. 2019 . International Studies Quarterly (ISQ) 2019 Annual Editorial Report . Accessed August 25, 2020, https://www.isanet.org/Portals/0/Documents/ISQ/2019_ISQ%20Report.pdf?ver = 2019-11-06-103524-300 .

Nowicka Magdalena , Cieslik Anna . 2014 . “ Beyond Methodological Nationalism in Insider Research with Migrants .” Migration Studies 2 ( 1 ): 1 – 15 .

O'Brien Kevin J. , Li Lianjiang . 2005 . “ Popular Contention and Its Impact in Rural China .” Comparative Political Studies 38 ( 3 ): 235 – 59 .

Ortbals Candice D. , Rincker Meg E. . 2009 . “ Fieldwork, Identities, and Intersectionality: Negotiating Gender, Race, Class, Religion, Nationality, and Age in the Research Field Abroad: Editors’ Introduction .” P.S.: Political Science & Politics 42 ( 2 ): 287 – 90 .

Read Benjamin. 2006 . “ Site-intensive Methods: Fenno and Scott in Search of Coalition .” Qualitative & Multi-method Research 4 ( 2 ): 10 – 3 .

Ricks Jacob I. , Liu Amy H. . 2018 . “ Process-Tracing Research Designs: A Practical Guide .” P.S.: Political Science & Politics 51 ( 4 ): 842 – 6 .

Sarotte Mary E. 2012 . “ China's Fear of Contagion: Tiananmen Square and the Power of the European Example .” International Security 37 ( 2 ): 156 – 82 .

Saunders Benjamin , Kitzinger Jenny , Kitzinger Celia . 2015 . “ Anonymizing Interview Data: Challenges and Compromise in Practice .” Qualitative Research 15 ( 5 ): 616 – 32 .

Schulz Philipp , Kreft Anne-Kathrin . 2021 . “ Researching Conflict-Related Sexual Violence: A Conversation Between Early Career Researchers .” International Feminist Journal of Politics . Advance online access .

Schwartz Stephanie , Cronin-Furman Kate . 2020 . “ Ill-Prepared: International Fieldwork Methods Training in Political Science .” Working Paper .

Seawright Jason . 2016 . “ Better Multimethod Design: The Promise of Integrative Multimethod Research .” Security Studies 25 ( 1 ): 42 – 9 .

Skjelsbæk Inger . 2018 . “ Silence Breakers in War and Peace: Research on Gender and Violence with an Ethics of Engagement .” Social Politics: International Studies in Gender , State & Society 25 ( 4 ): 496 – 520 .

Van Baalen Sebastian . 2018 . “ ‘Google Wants to Know Your Location’: The Ethical Challenges of Fieldwork in the Digital Age .” Research Ethics 14 ( 4 ): 1 – 17 .

Weiss Meredith L. , Hicken Allen , Kuhonta Eric Martinez . 2017 . “ Political Science Field Research & Ethics: Introduction .” The American Political Science Association—Comparative Democratization Newsletter 15 ( 3 ): 3 – 5 .

Weller Nicholas , Barnes Jeb . 2016 . “ Pathway Analysis and the Search for Causal Mechanisms .” Sociological Methods & Research 45 ( 3 ): 424 – 57 .

Williamson Emma , Gregory Alison , Abrahams Hilary , Aghtaie Nadia , Walker Sarah-Jane , Hester Marianne . 2020 . “ Secondary Trauma: Emotional Safety in Sensitive Research .” Journal of Academic Ethics 18 ( 1 ): 55 – 70 .

Willis Charmaine . 2020 . “ Revealing Hidden Injustices: The Filipino Struggle Against U.S. Military Presence .” Minds of the Movement (blog). October 27, 2020, https://www.nonviolent-conflict.org/blog_post/revealing-hidden-injustices-the-filipino-struggle-against-u-s-military-presence/ .

Wood Elizabeth Jean . 2006 . “ The Ethical Challenges of Field Research in Conflict Zones .” Qualitative Sociology 29 ( 3 ): 373 – 86 .

Zapata-Barrero Ricard , Yalaz Evren . 2019 . “ Qualitative Migration Research Ethics: Mapping the Core Challenges .” GRITIM-UPF Working Paper Series No. 42 .

Zvobgo Kelebogile . 2020 . “ Demanding Truth: The Global Transitional Justice Network and the Creation of Truth Commissions .” International Studies Quarterly 64 ( 3 ): 609 – 25 .

Email alerts

Citing articles via.

Recommend to your Library

Affiliations

Online ISSN 1468-2486
Print ISSN 1521-9488
Copyright © 2024 International Studies Association
About Oxford Academic
Publish journals with us
University press partners
What we publish
New features
Open access
Institutional account management
Rights and permissions
Get help with access
Accessibility
Advertising
Media enquiries
Oxford University Press
Oxford Languages
University of Oxford

Oxford University Press is a department of the University of Oxford. It furthers the University's objective of excellence in research, scholarship, and education by publishing worldwide

Copyright © 2024 Oxford University Press
Cookie settings
Cookie policy
Privacy policy
Legal notice

This Feature Is Available To Subscribers Only

This PDF is available to Subscribers Only

For full access to this pdf, sign in to an existing account, or purchase an annual subscription.

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

Chapter 12: Field Research: A Qualitative Research Technique

12.1 Field Research: What it is?

Field research is a qualitative method of data collection aimed at understanding, observing, and interacting with people in their natural settings. In the context of research, observation is more than just looking. It involves looking in a planned and strategic way with a purpose (Palys & Atchison, 2014, p. 189). As such, when social scientists talk about being in “the field,” they are talking about being out in the real world and involved in the everyday lives of the people they are studying. Sometimes researchers use the terms ethnography or participant observation to refer to this method of data collection; the former is most commonly used in anthropology, while the latter is used commonly in sociology. For our purposes, we will use two main terms: field research and participant observation . You might think of field research as an umbrella term that includes the myriad activities that field researchers engage in when they collect data: they participate; they observe; they usually interview some of the people they observe; and they typically analyze documents or artifacts created by the people they observe.

Researchers conducting participant observation vary in the extent to which they participate or observe. Palys and Atchison (2014, p. 198) refer to this as the “participant-observer continuum,” ranging from complete participant to complete observer. This continuum is demonstrated in Figure 12.1. However, these researchers, as to do other researchers, question whether a researcher can be at the “complete observer” end of the continuum. Rather, they contend, it is increasingly acknowledged that, even as an observer, the researcher is participating in what is being studied and therefore cannot really be a complete observer.

Indeed, it is important to acknowledge that there are pros and cons associated with both aspects of the participant/observer’s role. For example, depending upon how fully researchers observer their subjects (as opposed to participating), they may miss important aspects of group interaction and may not have the opportunity to fully grasp what life is like for the people they observe. At the same time, sitting back and observing may grant researchers opportunities to see interactions that they would miss, were they more involved.

Ethnography is not to be confused with ethnomethodology. Ethnomethodology will be defined and described in Chapter 13

Participation has the benefit of allowing researchers a real taste of life in the group that they study. Some argue that participation is the only way to understand what it is that is being investigated. On the other hand, fully immersed participants may find themselves in situations that they would rather not face but from which cannot excuse themselves because they have adopted the role of a fully immersed participant. Further, participants who do not reveal themselves as researchers must face the ethical quandary of possibly deceiving their subjects. In reality, much field research lies somewhere near the middle of the observer/participant continuum. Field researchers typically participate to at least some extent in their field sites, but there are also times when they may strictly observe.

Research Methods for the Social Sciences: An Introduction Copyright © 2020 by Valerie Sheppard is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Share This Book

Qualitative study design: Field research

Qualitative study design
Phenomenology
Grounded theory
Ethnography
Narrative inquiry
Action research
Case Studies

Field research

Focus groups
Observation
Surveys & questionnaires
Study Designs Home

To understand attitudes, practices, roles, organisations, groups, or behaviours in their natural setting

In a way you have probably done field research before – when you’ve been in a doctor’s waiting room, or on an aeroplane. Field research is at its core about observing and participating in social behaviour and trying to understand it. Qualitative field research takes these natural skills and curiosities and refines them to address and answer a research question The “field” is vast, consisting of numerous people, activities, events, and words. When undertaking field research, the researcher needs to determine the exact activities or practices that are of interest to the researcher to answer their research question. Instead of the more artificial environment of an interview or survey, field research lets researchers observe subtle communications, cues, or other events that they may not have anticipated or even measured otherwise.

Field research is often referred to interchangeably as “participant observation”. Participant observation is a type of field research where the researcher is an active participant in the everyday life, habits, or beliefs of the field alongside members. An example of this might be where a researcher goes into a hospital and works alongside hospital staff. A contrast to this is “direct observation”, a type of field research where the researcher observes members in the field but doesn’t actively participate. An example might be a researcher who sits at a hospital cafeteria and observes staff who may not realize they’re being studied.

You may be wondering what the difference is between ethnography and field research. The two terms are often used interchangeably, so it can be a really blurred line! Ethnography is about making sense of culture – it’s about making a detailed overview of the social group and organising your information. Field research is going out into the field – so describing “how” you’re going to conduct research. Ethnographical research can be field research (as in, you’re studying the culture of a hospital by observing within the hospital), or field research can be ethnographic (you’re observing staff in a hospital to see how staff handle crisis intervention). It’s a fine line between the two, and even experienced researchers can be unsure of the difference (or even use the terms interchangeably, depending on discipline), so when in doubt, it is best to talk to your supervisor or an experienced researcher in this discipline

Different studies may benefit from different degrees of researcher involvement. Ultimately, the researcher needs to be sensitive to the impact their presence might have on the data and on participants – and also aware of any ethical requirements around this study type, such as informed consent, duties to report (such as if the researcher observes criminal activities), and confidentiality and privacy of participants.

Observation, unstructured interviews

Allows for observation in a natural setting
Picks up on subtle cues
Allows in depth exploration which contributes to a full appreciation of what’s being studied, including “whys” around human behaviour

Limitations

Requires a high degree of sensitivity by the researcher to the impact of the research and their presence on participants and on the data
Risk of reactivity, where research subjects may alter their behaviour from what it would have been normally as a result of being studied
Ethical considerations involved in insider research
Possible loss of objectivity

Example questions

How do student nurses integrate their training into care provision at end-of-life?

Example studies

Barber-Parker, E. (2002). Integrating patient teaching into bedside patient care: a participant-observation study of hospital nurses. Patient Education and Counselling, 48 ( 2): 107-113
Shikuku, D., Milimo, B., Ayebare, E., Gisore, P., & Gorrette, N. (2018). Practice and outcomes of neonatal resuscitation for newborns with birth asphyxia at Kakamega County General Hospital, Kenya: a direct observation study, BMC Pediatrics, 18 (1), doi: 10.1186/s12887-018-1127-6

Babbie, E. (2008). The basics of social research (4th ed). Belmont: Thomson Wadsworth

<< Previous: Case Studies
Next: Methods >>
Last Updated: Apr 8, 2024 11:12 AM
URL: https://deakin.libguides.com/qualitative-study-designs

Memberships

Field Research explained

Field research: this article explains the concept of field research in a practical way. The article starts with the definition of this term, followed by a general explanation and some practical examples of field research. You will also find an explanation of the various methods and a step-by-step plan for conducting field research. Enjoy reading!

What is field research?

Field research, also known as fieldwork, is a method of collecting raw data outside of the lab, library, or usual workplace.

It involves observing and interacting with people, animals or phenomena in their natural environment to gain a deeper understanding of their behavior, social interactions and the dynamics of their environment. Read more about experimental research .

Field research methods vary by field. For example, biologists observe animals in their natural habitats, and social scientists conduct interviews and observations to study human societies.

The definition of Field research

Field research is a qualitative research method that focuses on observing and understanding individuals, groups, communities or society as a whole.

It aims to capture authentic and contextual data by immersing researchers in the environments they study.

Through direct observation and interaction with subjects, field researchers gain firsthand insight into their behaviour, beliefs, cultural practices and social structures.

It encompasses a wide variety of well-defined methods, including:

Formal interviews
Informal interviews

Direct observation

Participating observation.

Collective discussions
Analysis of personal documents
Self-analysis
Offline and online activities

Although this type of research is mainly qualitative, it can also contain quantitative aspects, depending on the research goals and methodologies applied.

History and the origin of Field research

Field research has a long history, especially within cultural anthropology . Anthropologists have made extensive use of field research to study different cultures, often focusing on so-called primitive cultures or cultural differences based on factors such as class.

The term “field” refers to defined areas of research, such as education, industrial environments or Amazon rainforests, where social research is conducted.

Influential figures in the early development of this type of research include Alfred Radcliffe-Brown and Bronisław Malinowski, who laid the foundations for future work in anthropology.

Field research versus laboratory research

Field research and laboratory research differ in their approach to data collection.

Field research takes place in natural environments, where researchers make direct observations and interact. It provides contextual data and insight into complex processes, but may be limited in establishing causal relationships.

On the other hand, laboratory research takes place in controlled environments, where variables are manipulated and repeatability is ensured.

It is well suited for testing hypotheses and obtaining accurate measurements, but may lack the complexity of natural environments.

Both approaches complement each other and the choice depends on the research questions and available resources .

Research Methods For Business Students Course A-Z guide to writing a rockstar Research Paper with a bulletproof Research Methodology! More information

Methods for field research

Field research involves the use of various methods to collect valuable data and gain insight into the phenomena under investigation.

Here are some common methods applied in field research:

This method involves carefully observing people, animals, or events in their natural environment. By watching closely, researchers can study behaviors, interactions, and responses to specific situations without actively participating.

In this method, the researcher actively participates in the group, community, or environment under study. By participating in activities, having conversations and being involved in daily routines, researchers can develop a deep understanding of the social structures, norms and values, and the meaning attached to certain actions.

Qualitative interviews

This includes conducting interviews with individuals or groups to find out their perspectives, experiences and opinions. By asking open-ended questions and delving deeper into topics, researchers can gain insight into participants’ thoughts and feelings.

Data analysis of documents

In this method, documents, such as letters, diaries, reports, or other written materials, are analyzed to obtain information and insights. These documents can provide valuable context and provide a historical perspective on the issues examined.

Informal conversations

Sometimes having informal conversations with people in the research environment can yield useful information. These can be casual chats during breaks or informal gatherings where people talk freely about their experiences and perspectives.

The use of these different methods allows researchers to collect a wide range of data and develop an in-depth understanding of the social, cultural and behavioral aspects of the phenomena under study.

Case studies

Case studies are a useful approach in field research to gain in-depth insights into specific situations, groups or phenomena.

Step-by-step plan for conducting field research

Follow the steps below to get started conducting field research yourself.

Step 1: define your research goal

Determine the specific goal of your research. What do you want to discover, understand or observe? Clearly formulate your research question(s) and objective(s).

Step 2: design your research plan

Consider which methods and approaches are best suited to your research question. Consider the location, participants/population, data collection methods and time frame.

Step 3: Get permission

If necessary, obtain permission from relevant agencies, organizations or individuals to access the study site and collect data. Make sure you follow ethical guidelines and procedures.

Step 4: collect data

Go to the research site and start collecting data according to your research plan. This may include direct observation, interviews, surveys, participant observation or collection of documentation.

Step 5: Analyze and interpret your data

Evaluate and analyze the collected data . Identify patterns, themes or trends relevant to your research question. Interpretation of the data should be based on accurate and systematic analysis.

Step 6: draw conclusions and formulate results

Based on your analysis and interpretation, you come to conclusions that answer your research question . Formulate clear results and present them in a structured way .

Step 7: Report and share your findings

Write a research report describing the methodology, findings and conclusions. Share your results with the scientific community, stakeholders or the wider public through publications, presentations or other appropriate channels.

Step 8: Reflect and Evaluate your field research

Take the time to evaluate your research experience . What were the strengths and challenges of your research? What would you do differently in the future? Reflect on possible improvements and learning points for subsequent studies.

Examples of known field studies

Numerous interesting discoveries have been made while conducting research. Here are three examples of discoveries made while conducting this type of research:

New animal species

Field research has led to the discovery of several new animal species. For example, in 2018, during a field research expedition in the rainforests of Ecuador, researchers discovered a new species of tree frog.

This discovery highlighted the importance of field research in identifying biodiversity and understanding the ecological systems in which these species live.

Ecological changes

Field research has also helped identify ecological changes and understand their causes.

For example, by studying coral reefs in different parts of the world, scientists have found that coral bleaching, a consequence of climate change, is having a devastating effect on coral reef health.

It’s Your Turn

What do you think? Do you recognize the explanation about field research? Have you ever heard of this type of research before? Have you ever conducted this yourself? What do you think are the advantages compared to, for example, research in a laboratory? Do you have tips or other comments?

Share your experience and knowledge in the comments box below.

More information

Barick, R. (2021). Research Methods For Business Students . Retrieved 02/16/2024 from Udemy.
Burgess, R. G. (Ed.). (2003). Field Research: A sourcebook and field manual (Vol. 4) . Routledge.
Burgess, R. G. (2002). In the field: An introduction to Field Research (Vol. 8) . Routledge.
Edmondson, A. C., & McManus, S. E. (2007). Methodological fit in management Field Research . Academy of management review, 32(4), 1246-1264.
McKinnon, J. (1988). Reliability and validity in Field Research: some strategies and tactics . Accounting, Auditing & Accountability Journal, 1(1), 34-54

How to cite this article: Janse, B. (2023). Field Research . Retrieved [insert date] from Toolshero: https://www.toolshero.com/research/field-research/

Original publication date: 08/21/2023 | Last update: 01/02/2024

Add a link to this page on your website: <a href=”https://www.toolshero.com/research/field-research/”>Toolshero: Field Research</a>

Did you find this article interesting?

Your rating is more than welcome or share this article via Social media!

Average rating 4.2 / 5. Vote count: 5

No votes so far! Be the first to rate this post.

We are sorry that this post was not useful for you!

Let us improve this post!

Tell us how we can improve this post?

Ben Janse is a young professional working at ToolsHero as Content Manager. He is also an International Business student at Rotterdam Business School where he focusses on analyzing and developing management models. Thanks to his theoretical and practical knowledge, he knows how to distinguish main- and side issues and to make the essence of each article clearly visible.

Conceptual framework: the Basics and an Example

Cognitive Behavioural Therapy (CBT)

Social Learning Theory by Albert Bandura

Respondents: the definition, meaning and the recruitment

Market Research: the Basics and Tools

Gartner Magic Quadrant report and basics explained

Also interesting.

Univariate Analysis: basic theory and example

Bivariate Analysis in Research explained

Contingency Table: the Theory and an Example

BOOST YOUR SKILLS

Toolshero supports people worldwide ( 10+ million visitors from 100+ countries ) to empower themselves through an easily accessible and high-quality learning platform for personal and professional development.

By making access to scientific knowledge simple and affordable, self-development becomes attainable for everyone, including you! Join our learning platform and boost your skills with Toolshero.

ABOUT TOOLSHERO

Free Toolshero e-book
Memberships & Pricing

How to Conduct Field Research Study? – A Complete Guide

There is a challenge in undergoing a research which involves a vast understanding of the environment and the study of subjects staying in that environment. Although the outcome of this study will help fill in the gaps evidently seen in the literature but the process involves a lot of planning. How does one plan such a humongous research study? In this article, we will discuss how to conduct a field research and what are the different methods used to streamline the field study !

Research is much more than performing the experiment and analyzing results. It involves gathering raw data and understanding the subject of research in its environment. These type of researches are more elaborate and are the reason for producing real information on a large scale.

Table of Contents

What is Field Research?

Field research is a process where data is collected through a qualitative method. The objective of field study is to observe and interpret the subject of study in its natural environment. It is used in the field of study of humans and health care professions. Furthermore, it connects theory and practical research study by qualitatively analyzing the data.

Why to Conduct Field Study?

Field study allows researchers to identify and observe the subjects and helps draw correlations between subjects and surroundings, and how the surroundings may influence the behavior.

It gives an in-depth information on subjects because they are observed and analyzed for a long period of time.

Field study allows researchers to fill the gaps in data which can be understood by conducting in-depth primary research.

How is a Field Research different from a Lab Research?

Different methods of field study research.

There are four main types of methods for conducting a field research .

1. Ethnographic Field Notes

This type of field work is particularly associated with field work that records and analyzes culture, society or community. Most commonly this method of research is used in social anthropology, societies and communities.

2. Qualitative Interviews

Qualitative interviews give researchers detailed information. This vast information is segregated in order to make inferences related to the sample group. This data is gathered by conducting interviews either informally, conversationally or in an open ended interview.

3. Direct Observation

Researchers gather information on their subjects through close visual observation. The researcher can record the observations and events as field notes holistically without a guided protocol. This form of research approach is termed as unstructured observation. However, in a structured observation the researcher uses a guide or set protocols to observe people and events. Furthermore, in direct observation the observer is detached and does not obstruct the research setup. It does not work as an alternative method for conducting field research , and rather works as an initial approach to understand the behavior of the research. This type of method is extensively used in fields of sociology and anthropology wherein the researchers focus on recording social life details in a setting, community, or society.

4. Participant Observation

In this research method, the researcher takes part in the everyday life of the members chosen for observation. This gives the observer a better understanding of the study. Additionally, these observation notes are a primary type of data which the researchers later develop into detailed field notes.

Steps to Conduct a Field Study

1. identify and acquire researchers of the field.

It is essential to acquire researchers who are specialized in the field of research. Moreover, their experience in the field will help them undergo the further steps of conducting the field research .

2. Identify the topic of research

Post acquiring the researcher, they will work on identifying the topic of research. The researchers are responsible for deciding what topic of research to focus on based on the gaps observed in the existing research literature.

3. Identify the right method of research

After fine tuning the research topic, researchers define the right method to approach the aim and objectives of the research.

4. Visit the site of the study and collect data

Based on the objectives, the observations begin. Observers/Researchers go on field and start collecting data either by visual observation, interviews or staying along with the subjects and experiencing their surroundings to get an in-depth understanding.

5. Analyze the data acquired

The researchers undergo the process of data analysis once the data is collected.

6. Communicate the results

The researchers document a detailed field study report , explaining the data and its outcome. Giving the field study a suitable conclusion.

Advantages of Field Study

The major advantage of field study is that the results represent a greater variety of situations and environments. Researchers yield a detailed data analysis which can be used as primary data for many different research hypotheses. Furthermore, field research has the ability to find newer social facts which the setting or community and the participants may be unaware of. Most importantly, there usually is no tampering of data or variable, as data is collected from the natural setting.

Disadvantages of Field Study

Various methods of field study involve researchers conducting research study and immersing themselves on the research field to gather data. This collection of data can be expensive and time consuming. Moreover, the information acquired is usually undertaken through observation of small groups and this may lack understanding and implications to the larger group of study.

Did you ever conduct a field research? How did you find the process? Which type of field research method did you use? Let us know about it in the comment below.

Rate this article Cancel Reply

Your email address will not be published.

Enago Academy's Most Popular Articles

Publishing Research
Trending Now
Understanding Ethics

Understanding the Impact of Retractions in Research Integrity – A global study

As we reach the midway point of 2024, ‘Research Integrity’ remains one of the hot…

Diversity and Inclusion

The Silent Struggle: Confronting gender bias in science funding

In the 1990s, Dr. Katalin Kariko’s pioneering mRNA research seemed destined for obscurity, doomed by…

Addressing Barriers in Academia: Navigating unconscious biases in the Ph.D. journey

In the journey of academia, a Ph.D. marks a transitional phase, like that of a…

Reporting Research

Research Interviews: An effective and insightful way of data collection

Research interviews play a pivotal role in collecting data for various academic, scientific, and professional…

Planning Your Data Collection: Designing methods for effective research

Planning your research is very important to obtain desirable results. In research, the relevance of…

Whichever Universe, It’s Not So STRANGE to Be a DOCTOR of Philosophy! (It’s a…

6 Tips to Get Back to Lab Work After a Long Career Break

9 Great Tools to Maintain Lab Notebook for Researchers

How to Write an Exceptional Research Scholarship Motivation Letter

Sign-up to read more

Subscribe for free to get unrestricted access to all our resources on research writing and academic publishing including:

2000+ blog articles
50+ Webinars
10+ Expert podcasts
50+ Infographics
10+ Checklists
Research Guides

We hate spam too. We promise to protect your privacy and never spam you.

I am looking for Editing/ Proofreading services for my manuscript Tentative date of next journal submission:

As a researcher, what do you consider most when choosing an image manipulation detector?

A guide to field studies

Last updated

18 April 2023

Reviewed by

Cathy Heath

Short on time? Get an AI generated summary of this article instead

Field studies allow researchers to observe and collect data in real-world settings. Unlike laboratory-based or traditional research methods, field studies enable researchers to investigate complex phenomena within their environment, providing a deeper understanding of the research context.

Researchers can use field studies to investigate a wide range of subjects, from the behavior of animals to the practices of businesses or the experiences of individuals in a particular setting.

Make research less tedious

Dovetail streamlines research to help you uncover and share actionable insights

What is a field study?

A field study is a research method that involves conducting observations and collecting data in a natural setting. This method includes observing, interviewing, and interacting with participants in their environment, such as a workplace, community, or natural habitat.

Field studies can take many forms, from ethnographic studies involving extended periods of observation and using an anthropological lens to shorter-term studies focusing on specific behaviors or events. Regardless of its form, a successful field study requires careful planning, preparation, and execution to ensure the data collected is valid and reliable.

How to plan a field study

Planning a field study is a critical first step in ensuring successful research. Here are some steps to follow when preparing your field study:

1. Define your research question

When developing a good research question , you should make it clear, concise, and specific. It should also be open-ended, allowing for various possible answers rather than a simple yes or no response. Your research question should also be relevant to the broader field of study and contribute new knowledge to the existing literature.

Once you have a defined research question, identify the key variables you need to study and the data you need to collect. It might involve developing a hypothesis or research framework outlining the relationships between different variables and how you’ll measure them in your study.

2. Identify your research site

A research site is a location where you’ll conduct your study and collect data. Here are the types of research sites to consider when planning a field study:

Natural habitats: For environmental or ecological research, you may need to conduct your study in a natural habitat, such as a forest, wetland, or coral reef.

Communities : If your research relates to social or cultural factors, you may need to study a particular community, such as a neighborhood, village, or city.

Organizations : For questions relating to organizational behavior or management, your location will be in a business environment, like a nonprofit or government agency.

Events : If your research question relates to a particular event, you may need to conduct your study at that event, such as, at a protest, festival, or natural disaster.

Ensure your research site represents the population you're studying. For example, if you're exploring cultural beliefs, ensure the community represents the larger population and you have access to a diverse group of participants.

3. Determine your data collection methods

Choosing a suitable method will depend on the research question, the type of data needed, and the characteristics of the participants. Here are some commonly used data collection methods in field studies:

Interviews : You can collect data on people's experiences, perspectives, and attitudes. In some instances, you can use phone or online interviews.

Observations : This method involves watching and recording behaviors and interactions in a specific setting.

Surveys : By using a survey , you can easily standardize and tailor the questions to provide answers for your research. Respondents can complete the survey in person, by mail, or online.

Document analysis : Organizational reports, letters, diaries, public records, policies, or social media posts can be analyzed to gain context.

When selecting data collection methods, consider factors such as the availability of participants, the ethical considerations involved, and the resources needed to carry out each method. For example, conducting interviews may require more time and resources than administering a survey.

4. Obtain necessary permissions

Depending on the research location and the nature of the study, you may require permission from local authorities, organizations, or individuals before conducting your research.

This process is vital when working with human or animal subjects and conducting research in sensitive or protected environments.

Here are some steps you can take to obtain the necessary permissions:

Identify the relevant authorities , including local governments, regulatory bodies, research institutions, or private organizations, to obtain permission for your research.

Reach out to the relevant authorities to explain the nature of your study. Be ready to hand out detailed information about your research.

If you're conducting research with human participants, you must have their consent . You'll also need to ensure the participants have the right to withdraw from the study at any time.

Obtain necessary permits from regulatory bodies or local authorities. For example, if you're conducting research in a protected area, you may need a research permit from the relevant government agency.

The process of obtaining permissions can be time-consuming, and failure to obtain the necessary permits can lead to legal and ethical issues.

Examples of field research

Researchers can apply field research to a wide range of disciplines and phenomena. Here are some examples of field research in different fields:

Anthropology : Anthropologists use field research methods to study different communities' social and cultural practices. For instance, an anthropologist might conduct participant observation in a remote community to understand their customs, beliefs, and practices.

Ecology : Ecologists use field research methods to learn the behavior of organisms and their interactions with the environment. For example, an ecologist might conduct field research on the behavior of birds in their natural habitat to understand their feeding habits, nesting patterns, and migration.

Sociology : Sociologists may use field research methods to study social behavior and interactions. For instance, a sociologist might conduct participant observation in a workplace to understand organizational culture and communication dynamics.

Geography : Geographers use field research methods to study different regions’ physical and human contexts. For example, a geographer might conduct field research on the impact of climate change on a particular ecosystem, such as a forest or wetland.

Psychology : Psychologists use field research methods to study human behavior in natural settings. For instance, a psychologist might conduct field research on the effects of stress on students in a school setting.

Education : Researchers studying education may use field research methods to study teaching and learning in real-world settings. For example, you could use field research to test the effectiveness of a new teaching method in a classroom setting.

By using field research methods, researchers can gain a deeper understanding of the complexities of the natural world, human behavior, and social interaction theory and how they affect each other.

Advantages of field research

Field research has several advantages over other research methods, including:

Authenticity : Field research conducted in natural settings allows researchers to observe and study real-life phenomena as it happens. This authenticity enhances the validity and accuracy of the data collected.

Flexibility : Field research methods are flexible and adaptable to different research contexts. Researchers can adjust their strategies to meet the specific needs of their research questions and participants and uncover new insights as the research unfolds.

Rich data : Field research provides rich and detailed data, often including contextual information that’s difficult to capture through other research methods. This depth of knowledge allows for a more comprehensive and nuanced understanding of the research topic.

Novel insights : Field research can lead to discoveries that may not be possible with other research methods. Observing and studying phenomena in natural settings can provide unique perspectives and new understandings of complex issues.

Field research methods can enhance the quality and validity of research findings and lead to new insights and discoveries that may not be possible with other research methods.

Disadvantages of field research

While field research has several advantages, there are also some disadvantages that researchers need to consider, including:

Time-consuming : Researchers need to spend time in the field, possibly weeks or months, which can be challenging, especially if the research site is remote or requires travel.

Cost : Conducting field research can be costly, especially if the research site is remote or requires specialized equipment or materials.

Reliance on participants : It may be challenging to recruit participants, and various factors, such as personal circumstances, attitudes, and beliefs, may influence their participation.

Ethical considerations : Field research may raise ethical concerns, mainly if the research involves vulnerable populations or sensitive topics.

Causality: Researchers may have little control over the environmental or contextual variables they are studying. This can make it difficult to establish causality and then generalize their results with previous research.

Researchers must carefully weigh the advantages and disadvantages of field research and select the most appropriate research method based on their research question, participants, and context.

What is another name for field study?

Field study is also known as field research or fieldwork. These terms are often used interchangeably and refer to research methods that involve observing and collecting data in natural settings.

What is the difference between a field study and a case study?

Why is field study important.

Field study is critical because it allows researchers to study real-world phenomena in natural settings. This study can also lead to novel insights that may not be possible with other research methods.

Should you be using a customer insights hub?

Do you want to discover previous research faster?

Do you share your research findings with others?

Do you analyze research data?

Start for free today, add your research, and get to key insights faster

Editor’s picks

Last updated: 13 April 2023

Last updated: 8 February 2023

Last updated: 27 January 2024

Last updated: 17 January 2024

Last updated: 20 January 2024

Last updated: 30 January 2024

Last updated: 7 March 2023

Last updated: 18 May 2023

Last updated: 31 January 2024

Last updated: 23 January 2024

Last updated: 13 May 2024

Latest articles

Related topics, .css-je19u9{-webkit-align-items:flex-end;-webkit-box-align:flex-end;-ms-flex-align:flex-end;align-items:flex-end;display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;-webkit-box-flex-wrap:wrap;-webkit-flex-wrap:wrap;-ms-flex-wrap:wrap;flex-wrap:wrap;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;row-gap:0;text-align:center;max-width:671px;}@media (max-width: 1079px){.css-je19u9{max-width:400px;}.css-je19u9>span{white-space:pre;}}@media (max-width: 799px){.css-je19u9{max-width:400px;}.css-je19u9>span{white-space:pre;}} decide what to .css-1kiodld{max-height:56px;display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;}@media (max-width: 1079px){.css-1kiodld{display:none;}} build next, decide what to build next.

Users report unexpectedly high data usage, especially during streaming sessions.

Users find it hard to navigate from the home page to relevant playlists in the app.

It would be great to have a sleep timer feature, especially for bedtime listening.

I need better filters to find the songs or artists I’m looking for.

Log in or sign up

Get started for free

Thank you for visiting nature.com. You are using a browser version with limited support for CSS. To obtain the best experience, we recommend you use a more up to date browser (or turn off compatibility mode in Internet Explorer). In the meantime, to ensure continued support, we are displaying the site without styles and JavaScript.

View all journals
Explore content
About the journal
Publish with us
Sign up for alerts
Published: 23 March 2022

Embracing field studies as a tool for learning

Jon M. Jachimowicz ORCID: orcid.org/0000-0002-1197-8958 1

Nature Reviews Psychology volume 1 , pages 249–250 ( 2022 ) Cite this article

233 Accesses

3 Citations

28 Altmetric

Metrics details

Human behaviour
Social sciences

Field studies in social psychology tend to focus on validating existing insights. In addition to learning from the laboratory and bringing those insights to the field — which researchers currently favour — we should also conduct field studies that aim to learn in the field first.

This is a preview of subscription content, access via your institution

Relevant articles

Open Access articles citing this article.

What Can Educational Psychology Learn From, and Contribute to, Theory Development Scholarship?

Jeffrey A. Greene

Educational Psychology Review Open Access 23 May 2022

Access options

Subscribe to this journal

Receive 12 digital issues and online access to articles

55,14 € per year

only 4,60 € per issue

Buy this article

Purchase on Springer Link
Instant access to full article PDF

Prices may be subject to local taxes which are calculated during checkout

Premachandra, B. & Lewis, N. A. Jr. Do we report the information that is necessary to give psychology away? a scoping review of the psychological intervention literature 2000–2018. Perspect. Psychol. Sci. 17 , 226–238 (2022).

Article Google Scholar

Milkman, K. L. et al. Megastudies improve the impact of applied behavioural science. Nature 600 , 478–483 (2021).

IJzerman, H. et al. Use caution when applying behavioural science to policy. Nat. Hum. Behav. 4 , 1092–1094 (2020).

Vazire, S. Implications of the credibility revolution for productivity, creativity, and progress. Perspect. Psychol. Sci. 13 , 411–417 (2018).

Chatman, J. A. & Flynn, F. J. Full-cycle micro-organizational behavior research. Organ. Sci. 16 , 434–447 (2005).

Eisenhardt, K. M. Building theories from case study research. Acad. Manage. Rev. 14 , 532–550 (1989).

Ranganathan, A. The artisan and his audience: identification with work and price setting in a handicraft cluster in southern india. Adm. Sci. Q. 63 , 637–667 (2018).

Jachimowicz, J. The study premortem: why publishing null results is only the first step. Behavioral Scientist , https://go.nature.com/3KONKNt (16 October 2018).

Whillans, A. & West, C. Alleviating time poverty among the working poor: a pre-registered longitudinal field experiment. Sci. Rep. 12 , 719 (2022).

Perlow, L. A. The time famine: toward a sociology of work time. Adm. Sci. Q. 44 , 57–81 (1999).

Download references

Acknowledgements

The author thanks Z. Berry, M. Gorges, O. Hauser, K. Krautter, J. Murray, C. Vinluan and A. Whillans for their excellent comments on an earlier version of this Comment

Author information

Authors and affiliations.

Harvard Business School, Harvard University, Boston, MA, USA

Jon M. Jachimowicz

You can also search for this author in PubMed Google Scholar

Corresponding author

Correspondence to Jon M. Jachimowicz .

Ethics declarations

Competing interests.

The author declares no competing interests.

Rights and permissions

Reprints and permissions

About this article

Cite this article.

Jachimowicz, J.M. Embracing field studies as a tool for learning. Nat Rev Psychol 1 , 249–250 (2022). https://doi.org/10.1038/s44159-022-00047-x

Download citation

Published : 23 March 2022

Issue Date : May 2022

DOI : https://doi.org/10.1038/s44159-022-00047-x

Share this article

Anyone you share the following link with will be able to read this content:

Sorry, a shareable link is not currently available for this article.

Provided by the Springer Nature SharedIt content-sharing initiative

This article is cited by

Educational Psychology Review (2022)

Quick links

Explore articles by subject
Guide to authors
Editorial policies

What is Field Research: Meaning, Examples, Pros & Cons

Introduction

Field research is a method of research that deals with understanding and interpreting the social interactions of groups of people and communities by observing and dealing with people in their natural settings.

The field research methods involve direct observation, participant observation, and qualitative interviews.

Let’s take a deeper look at field research, what it entails, some examples as well as the pros and cons of field research.

What is Field Research

Field research can be defined as a qualitative method of data collection focused on observing, relating, and understanding people while they are in their natural environment. It is somewhat similar to documentaries on Nat Geo wild where the animals are observed in their natural habitat.

Similarly, social scientists, who are sometimes called men watchers carry out interviews and observe people from a distance to see how they act in a social environment and react to situations around them.

Field research usually begins in a specific setting and the end game is to study, observe and analyze the subject within that setting. It looks at the cause and effect as well as the correlation between the participants and their natural setting. Due to the presence of multiple variables, it is sometimes difficult to properly analyze the results of field research.

Field research adopts a wide range of social research methods, such as limited participation, direct observation, document analysis, surveys, and informal interviews. Although field research is generally considered qualitative research , it often involves multiple elements of quantitative research.

Methods of Field Research

There are 5 different methods of conducting Field Research and they are as follows;

1. Direct Observation

In this method of research, the researcher watches and records the activities of groups of people or individuals as they go about their daily activities. Direct observation can be structured or unstructured.

Structured here means that the observation takes place using a guide or process developed before that time.

Unstructured, on the other hand, means that the researcher conducted the observation, watching people and events, and taking notes as events progressed, without the aid of any predetermined technique.

Some other features of direct observation include the following;

The observer does not attempt to actively engage the people being observed in conversations or interviews, rather he or she blends into the crowd and carries out their observation.
Data collected include field notes, videos, photographs, rating scales, etc.
Direct observation most times occurs in the open, usually public settings, that requires no permission to gain entry. Conducting direct observation in a private setting would raise ethical concerns.
The outcome of direct observation is not in any way influenced by the researcher.

2. Participant Observation

This research method has an understanding with a group of individuals, to take part in their daily routines and their scheduled events. In this case, the researcher dwells among the group or community being observed for as long as is necessary to build trust and evoke acceptance.

Data from the participant’s observation take the following varying forms;

Field notes are the primary source of data. These notes are taken during the researcher’s observations and from the events they experienced and later developed the notes into formal field notes.
A diary is used to record special intimate events that occur within the setting.
The process of participant observation is intent on developing relationships with the members which breed conversations that are sometimes formal or informal. Formal here refers to deliberate depth interviews, while informal could stem from everyday conversations that give insight into the study.

Data from these events can be part of the field notes or separate interview transcripts.

The method of participant observation aims to make the people involved comfortable enough to share what they know freely without any inhibition.

3. Ethnography

Ethnography is a form of field research that carries out observation through social research, social perspective, and the cultural values of a social setting. In this scenario, the observation is carried out objectively, hence the researcher may choose to live within a social environment of a cultural group and silently observe and record their daily routines and behavior.

4. Qualitative Interviews

Qualitative interviews are a type of field research method that gets information by asking direct questions from individuals to gather data on a particular subject. Qualitative interviews are usually conducted via 3 methods namely;

Informal Interviews
Semi Structured Interviews
Standardized Open ended Interviews

Let’s take a look at each of them briefly along with their advantages and disadvantages.

This kind of interview is often conversational and occurs during participant and direct observations.

The interview is triggered, most times spontaneously by conversing with a member of the group on the areas of interest and as the conversation progresses, the researcher fluidly introduces the specific question.

Semi-Structured Interviews

In this scenario, the researcher already has a list of prepared questions, that are open-ended and can evoke as much information as possible. The researcher can venture into other topics as the interview progresses, using a call-and-response style.

This method of field research can adopt a mix of one-on-one interviews or focus groups.

Standardized, Open-Ended Interviews

These are scripted interviews with the questions prepped and written before the interview following a predetermined order. It is similar to a survey and the questions are open-ended to gather detailed information from the respondents and sometimes it involves multiple interviewers.

5. Case Study

A case study research is a detailed analysis of a person, situation, or event. This method may seem a bit complex, however, it is one of the easiest ways of conducting research. difficult to operate, however, it is one of the simplest ways of researching as it involves only a detailed study of an individual or a group of people or events. Every aspect of the subject life and history is analyzed to identify patterns and causes of behavior.

Steps to Conduct Field Research

Due to the nature of field research, the tight timelines, and the associated costs involved, planning and implementing can be a bit overwhelming. We have put together steps to adopt that would make the whole process hitch free for you.

Set Up The Right Team : To begin your field research, the first step is to have the right team. The role of the researcher and the team members has to be well defined from the start, with the relevant milestones agreed upon to measure progress.

Recruiting People for the Study : The success of field research largely depends on the people being studied. Evaluate the individuals selected for the research to be sure that they tick all the boxes required for successful research in the area of study that is being researched.

Data Collection Methodology : The methodology of data collection adopted must be suited to the area or kind of research being conducted. It could be one of the methods or a combination of two or more methods.

Visit The Site: A prior visit to the site is essential to the success of the field research. This should be done to also help determine the best methodology that would be suitable for the location.

Data Analysis: Analyzing the data gathered is important to validate the hypothesis of the field research.

Communicating Results : Once the data is analyzed, communicate the results to the stakeholders involved in the research so that the relevant action required based on the results can be decided and carried out promptly.

Reasons to Conduct Field Research

Field research has been widely used in the 20th century in the social sciences. However, it can be time-consuming and costly to implement. Despite this fact, there exist a lot of reasons to conduct field research.

Here are 4 major reasons to conduct field research:

Solves the problem of lack of data : Field research fixes the issue of gaps in data, especially in cases where there is very little or no data about a topic. In cases like this, the only way to validate any hypothesis is through primary research and data. Conducting field research solves the problem of data lapses and provides material evidence to support any findings.

Understanding the context of the study : In many cases, the data collected is appropriate, however for a deep understanding of the data gathered there is a need for field research to help understand other factors in the study. For instance, if data show that students from rich homes generally do well academically.

Conducting field research can bring to the fore other factors like, discipline, well-equipped teachers, motivation from their forebears to excel in whatever they do, etc. but field research is still conducted.

Increasing data quality: Since this research, method employs the use of multiple tools to collect data and varying methodologies, the quality of data is higher.

Collecting ancillary data : Field research puts the researchers in a position of being at the center of the data collection process, in terms of location, one on one relationship with the participants, etc. This exposes them to new lines of thought that would have hitherto been overlooked and they can now collect data, that was not planned for at the beginning of the study.

Examples of Field Research

1. Interprete social metrics in a slum By employing the use of observation methods and formal interviews, researchers can now understand the social indicators and social hierarchy that exist in a slum.

Financial independence and the way the slum is run daily are part of the study and data collected from these areas can give insight into the way a slum operates differently from structured societies.

2. Understand the impact of sports on a child’s development This method of field research takes years to conduct and the sample size can be quite huge. Data collected and analyzed from this study provides insight into how children from different physical locations and backgrounds are influenced by sports and the impact of sporting activities on a child’s development.

3. The study of animal migration patterns Field research is used immensely to study flora and fauna. A major use case is scientists observing and studying animal migration patterns alongside the change of seasons and its influence on animal migration patterns.

Field research takes time and uses months and sometimes years to help gather data that show how to safely expedite the passage of animals.

Advantages of Field Research

Field research and the various methodology employed have their pros and cons.

Let’s take a look at some of them.

Provide context to the data being analyzed in terms of settings, interactions, or individuals.
The source of data does not require or involve verbal interactions, and there is no intrusion of anyone’s personal, space because everything is done quietly, from a distance.
The researcher develops a deep and detailed understanding of a setting and the members within the setting.
It is carried out in a real-world and natural environment which eliminates tampering with variables.
The study is conducted in a comfortable environment, hence data can be gathered even about an ancillary topic, that would have been undiscovered in other circumstances.
The researcher’s deep understanding of the research subjects due to their proximity to them makes the research thorough and precise.
It helps the researcher to be flexible and respond to individual differences while capturing emerging information. Allows the researcher to be responsive to individual differences and to capture emerging information.

Disadvantages of Field Research

The researcher might not be able to capture all that is being said and there is the risk of losing information.
The quality of the information derived is dependent, on the researcher’s skills.
Significant interactions and events may occur when an observer is not present.
Some topics cannot easily be interpreted by mere observation.g., attitudes, emotions, affection).
The reliability of observations can be complex due to the presence of multiple observers with different interpretations.
It requires a lot of time (and resources)and can take years to complete.
The researcher may lose objectivity as they spend more time among the members of the group.
It is a subjective and interpretive method that is solely dependent on the researcher’s ability.

Field research helps researchers to gain firsthand experience and knowledge about the events, processes, and people, being studied. No other method provides this kind of close-up view of the everyday life of people and events. It is a very detailed method of research and is excellent for understanding the role of social context in shaping the lives, perspectives, and experiences of people. Alongside this, it may uncover aspects of a person that might never have been discovered.

Connect to Formplus, Get Started Now - It's Free!

Data Collection
field research
qualitative research
Angela Kayode-Sanni

The McNamara Fallacy: How Researchers Can Detect and to Avoid it.

Introduction The McNamara Fallacy is a common problem in research. It happens when researchers take a single piece of data as evidence...

Projective Techniques In Surveys: Definition, Types & Pros & Cons

Introduction When you’re conducting a survey, you need to find out what people think about things. But how do you get an accurate and...

Research Summary: What Is It & How To Write One

Introduction A research summary is a requirement during academic research and sometimes you might need to prepare a research summary...

Unit of Analysis: Definition, Types & Examples

Introduction A unit of analysis is the smallest level of analysis for a research project. It’s important to choose the right unit of...

Formplus - For Seamless Data Collection

Collect data the right way with a versatile data collection tool. try formplus and transform your work productivity today..

Module 2: Sociological Research

Field research, learning outcomes.

Explain the three types of field research: participant observation, ethnography, and case studies

The work of sociology rarely happens in limited, confined spaces. Sociologists seldom study subjects in their own offices or laboratories. Rather, sociologists go out into the world. They meet subjects where they live, work, and play. Field research refers to gathering primary data from a natural environment without doing a lab experiment or a survey. It is a research method suited to an interpretive framework rather than to the scientific method. To conduct field research, the sociologist must be willing to step into new environments and observe, participate, or experience those worlds. In field work, the sociologists, rather than the subjects, are the ones out of their element.

The researcher interacts with or observes a person or people and gathers data along the way. The key point in field research is that it takes place in the subject’s natural environment, whether it’s a coffee shop or tribal village, a homeless shelter or the DMV, a hospital, airport, mall, or beach resort.

A man is shown taking notes outside a tent in the mountains.

Figure 1. Sociological researchers travel across countries and cultures to interact with and observe subjects in their natural environments. (Photo courtesy of IMLS Digital Collections and Content/flickr and Olympic National Park)

While field research often begins in a specific setting , the study’s purpose is to observe specific behaviors in that setting. Field work is optimal for observing how people behave. It is less useful, however, for understanding why they behave that way. You can’t really narrow down cause and effect when there are so many variables to be factored into a natural environment.

Many of the data gathered in field research are based not on cause and effect but on correlation. And while field research looks for correlation, its small sample size does not allow for establishing a causal relationship between two variables.

BeyoncÉ and LADY gaga as sociological subjects

Two pictures depict Lady Gaga and Beyoncé performing.

Figure 2. Researchers have used surveys and participant observations to accumulate data on Lady Gaga and Beyonce as multifaceted performers. (Credit a: John Robert Chartlon/flickr, b: Kristopher Harris/flickr.)

Sociologists have studied Lady Gaga and Beyoncé and their impact on music, movies, social media, fan participation, and social equality. In their studies, researchers have used several research methods including secondary analysis, participant observation, and surveys from concert participants.

In their study, Click, Lee & Holiday (2013) interviewed 45 Lady Gaga fans who utilized social media to communicate with the artist. These fans viewed Lady Gaga as a mirror of themselves and a source of inspiration. Like her, they embrace not being a part of mainstream culture. Many of Lady Gaga’s fans are members of the LGBTQ community. They see the “song “Born This Way” as a rallying cry and answer her calls for “Paws Up” with a physical expression of solidarity—outstretched arms and ﬁngers bent and curled to resemble monster claws.”

Sascha Buchanan (2019) made use of participant observation to study the relationship between two fan groups, that of Beyoncé and that of Rihanna. She observed award shows sponsored by iHeartRadio, MTV EMA, and BET that pit one group against another as they competed for Best Fan Army, Biggest Fans, and FANdemonium. Buchanan argues that the media thus sustains a myth of rivalry between the two most commercially successful Black women vocal artists.

Here, we will look at three types of field research: participant observation, ethnography, and the case study.

Participant Observation

In participant observation research, a sociologist joins people and participates in a group’s routine activities for the purpose of observing them within that context. This method lets researchers experience a specific aspect of social life. A researcher might go to great lengths to get a firsthand look into a trend, institution, or behavior. Researchers temporarily put themselves into roles and record their observations. A researcher might work as a waitress in a diner, live as a homeless person for several weeks, or ride along with police officers as they patrol their regular beat.

Although these researchers try to blend in seamlessly with the population they study, they are still obligated to obtain IRB approval. In keeping with scholarly objectives, the purpose of their observation is different from simply “people watching” at one’s workplace, on the bus or train, or in a public space.

Waitress serves customers in an outdoor café.

Figure 3. Who is the sociologist in this photo? It’s impossible to tell! In participant observation, researchers immerse themselves in an environment for a time. (Photo courtesy of zoetnet/flickr)

At the beginning of a field study, researchers might have a question: “What really goes on in the kitchen of the most popular diner on campus?” or “What is it like to experience homelessness?” Participant observation is a useful method if the researcher wants to explore a certain environment from the inside.

Field researchers simply want to observe and learn. In such a setting, the researcher will be alert and open minded to whatever happens, recording all observations accurately. Soon, as patterns emerge, questions will become more specific, observations will lead to hypotheses, and hypotheses will guide the researcher in shaping data into results.

Some sociologists prefer not to alert people to their presence. The main advantage of covert participant observation is that it allows the researcher access to authentic, natural behaviors of a group’s members. The challenge, however, is gaining access to a setting without disrupting the pattern of others’ beha vior. Becoming an inside member of a group, organization, or subculture takes time and effort. Researchers must pretend to be something they are not. The process could involve role playing, making contacts, networking, or applying for a job. Whenever deception is involved in sociological research, it will be intensely scrutinized and may or may not be approved by an institutional IRB.

Once inside a group, participation observation research can last months or even years. Sociologists have to balance the types of interpersonal relationships that arise from living and/or working with other people with objectivity as a researcher. They must keep their purpose in mind and apply the sociological perspective. That way, they illuminate social patterns that are often unrecognized. Because information gathered during participant observation is mostly qualitative, rather than quantitative, the e nd results are often descriptive or interpretive. This type of research is well-suited to learning about the kinds of human behavior or social groups that are not known by the scientific community, who are particularly closed or secretive, or when one is attempting to understand societal structures, as we will see in the following example.

Nickel and Dimed (2001, 2011)

Journalist Barbara Ehrenreich con ducted participation observation research for her book Nickel and Dimed . One day over lunch with her editor, Ehrenreich mentioned an idea. How can people exist on minimum-wage work? How do low-income workers get by? she wondered aloud. Someone should do a study. To her surprise, her editor responded, Why don’t you do it?

That’s how Ehrenreich found herself joining the ranks of the working class. For several months, she left her comfortable home and lived and worked among people who lacked, for the most part, higher education and marketable job skills. Undercover, she applied for and worked minimum wage jobs as a waitress, a cleaning woman, a nursing home aide, and a retail chain employee. During her participant observation, she used only her income from those jobs to pay for food, clothing, transportation, and shelter.

She discovered the obvious, that it’s almost impossible to get by on minimum wage service work. She also experienced and observed attitudes many middle and upper-class people never think about. She witnessed firsthand the treatment of working class employees. She saw the extreme measures people take to make ends meet and to survive. She described fellow employees who held two or three jobs, worked seven days a week, lived in cars, could not pay to treat chronic health conditions, got randomly fired, submitted to drug tests, and moved in and out of homeless shelters. She brought aspects of that life to light, describing difficult working conditions and the poor treatment that low-wage workers suffer.

Nickel and Dimed: On (Not) Getting By in America , the book she w rote upon her return to her real life as a well-paid writer, has been widely read and used in many college classrooms. The first edition was published in 2001 and a follow-up post-recession edition was published with updated information in 2011.

About 10 empty office cubicles are shown.

Figure 4. Field research happens in real locations. What type of environment do work spaces foster? What would a sociologist discover after blending in? (Photo courtesy of drewzhrodague/flickr)

Ethnography

Ethnography is a type of social research that involves the extended observation of the social perspective and cultural values of an entire social setting. Ethnogra phies involve objective observation of an entire community, and they often involve participant observation as a research method.

British anthropologist Bronislaw Malinowski, who studied the Trobriand Islanders near Papua New Guinea during World War I, was one of the first anthropologists to engage with the communities they studied and he became known for this methodological contribution, which differed from the detached observations that took place from a distance (i.e., “on the verandas” or “armchair anthropology”).

Although anthropologists had been doing ethnographic research longer, sociologists were doing ethnographic research in the 20th century, particularly in what became known as The Chicago School at the University of Chicago. William Foote Whyte’s Street Corner Society: The Social Structure of an Italian Slum (1943) is a seminal work of urban ethnography and a “classic” sociological text.

The heart of an ethnographic study focuses on how subjects view their own social standing and how they understand themselves in relation to a community. An ethnographic study might observe, for example, a small U.S. fishing town, an Inuit community, a village in Thailand, a Buddhist monastery, a private boarding school, or an amusement park. These places all have borders. People live, work, study, or vacation within those borders. People are there for a certain reason and therefore behave in certain ways and respect certain cultural norms. An ethnographer would commit to spending a predetermined amount of time studying every aspect of the chosen place, taking in as much as possible.

A sociologist studying a tribe in the Amazon might watch the way villagers go about their daily lives and then write a paper about it. To observe a spiritual retreat center, an ethnographer might attend as a guest for an extended stay, observe and record data, and collate the material into results.

The Making of Middletown: A Study in Modern U.S. Culture

In 1924, a young married couple named Robert and Helen Lynd undertook an unprecedented ethnography: to apply sociological methods to the study of one U.S. city in order to discover what “ordinary” people in the United States did and believed. Choosing Muncie, Indiana (population about 30,000), as their subject, they moved to the small town and lived there for eighteen months.

Ethnographers had been examining other cultures for decades—groups considered minority or outsider—like gangs, immigrants, and the poor. But no one had studied the so-called average American.

Recording interviews and using surveys to gather data, the Lynds did not sugarcoat or idealize U.S. life (PBS). They objectively stated what they observed. Researching existing sources, they compared Muncie in 1890 to the Muncie they observed in 1924. Most Muncie adults, they found, had grown up on farms but now lived in homes inside the city. From that discovery, the Lynds focused their study on the impact of industrialization and urbanization.

They observed that the workers of Muncie were divided into business class and working class groups. They defined business class as dealing with abstract concepts and symbols, while working class people used tools to create concrete objects. The two classes led different lives with different goals and hopes. However, the Lynds observed, mass production offered both classes the same amenities. Like wealthy families, the working class was now able to own radios, cars, washing machines, telephones, vacuum cleaners, and refrigerators. This was a newly emerging economic and material reality of the 1920s.

Early 20th century black and white photo of a classroom with female students at their desks.

Figure 5. A classroom in Muncie, Indiana, in 1917, five years before John and Helen Lynd began researching this “typical” U.S. community. (Photo courtesy of Don O’Brien/flickr)

As the Lynds worked, they divided their manuscript into six sections: Getting a Living, Making a Home, Training the Young, Using Leisure, Engaging in Religious Practices, and Engaging in Community Activities. Each chapter included subsections such as “The Long Arm of the Job” and “Why Do They Work So Hard?” in the “Getting a Living” chapter.

When the study was completed, the Lynds encountered a big problem. The Rockefeller Foundation, which had commissioned the book, claimed it was useless and refused to publish it. The Lynds asked if they could seek a publisher themselves.

As it turned out, Middletown: A Study in Modern American Culture was not only published in 1929, but also became an instant bestseller, a status unheard of for a sociological study. The book sold out six printings in its first year of publication, and has never gone out of print (PBS).

Nothing like it had ever been done before. Middletown was reviewed on the front page of the New York Times . Readers in the 1920s and 1930s identified with the citizens of Muncie, Indiana, but they were equally fascinated by the sociological methods and the use of scientific data to define ordinary people in the United States. The book was proof that social data were important—and interesting—to the U.S. public.

Institutional Ethnography

Institutional ethnography is an extension of basic ethnographic research principles that focuses intentionally on everyday concrete social relationships. Developed by Canadian sociologist Dorothy E. Smith, institutional ethnography is often considered a feminist-inspired approach to social analysis and primarily considers women’s experiences within male-dominated societies and power structures. Smith’s work challenges sociology’s exclusion of women, both academically and in the study of women’s lives (Fenstermaker, n.d.).

Historically, social science research tended to objectify women and ignore their experiences except as viewed from a male perspective. Modern feminists note that describing women, and other marginalized groups, as subordinates helps those in authority maintain their own dominant positions (Social Sciences and Humanities Research Council of Canada, n.d.). Smith’s three major works explored what she called “the conceptual practices of power” (1990; cited in Fensternmaker, n.d.) and are still considered seminal works in feminist theory and ethnography.

Sometimes a researcher wants to study one specific person or event. A case study is an in-depth analysis of a single event, situation, or individual. To conduct a case study, a researcher examines existing sources like documents and archival records, conducts interviews, or engages in direct observation and even participant observation, if possible.

Researchers might use this method to study a single case of, for example, a foster child, drug lord, cancer patient, criminal, or rape victim. However, a major criticism of the case study method is that a developed study of a single case, while offering depth on a topic, does not provide broad enough evidence to form a generalized conclusion. In other words, it is difficult to make universal claims based on just one person, since one person does not verify a pattern. This is why most sociologists do not use case studies as a primary research method.

However, case studies are useful when the single case is unique. In these instances, a single case study can add tremendous knowledge to a certain discipline. For example, a feral child, also called a “wild child,” is one who grows up isolated from other human beings. Feral children grow up without social contact and language, which are elements crucial to a “civilized” child’s development. These children mimic the behaviors and movements of animals, and often invent their own language. There are only about one hundred cases of “feral children” in the world.

As you may imagine, a feral child is a subject of great interest to researchers. Feral children provide unique information about child development because they have grown up outside of the parameters of “normal” child socialization and language acquisition. And since there are very few feral children, the case study is the most appropriate method for researchers to use in studying the subject.

At age three, a Ukranian girl named Oxana Malaya suffered severe parental neglect. She lived in a shed with dogs, and she ate raw meat and scraps. Five years later, a neighbor called authorities and reported seeing a girl who ran on all fours, barking. Officials brought Oxana into society, where she was cared for and taught some human behaviors, but she never became fully socialized. She has been designated as unable to support herself and now lives in a mental institution (Grice 2011). Case studies like this offer a way for sociologists to collect data that may not be collectable by any other method.

Modification, adaptation, and original content. Authored by : Sarah Hoiland for Lumen Learning. Provided by : Lumen Learning. License : CC BY: Attribution
Research Methods. Authored by : OpenStax CNX. Located at : https://cnx.org/contents/[email protected]:5y6RWnGd@14/Research-Methods . License : CC BY: Attribution . License Terms : Download for free at http://cnx.org/contents/[email protected]
Section on content analysis, Introduction to Sociology 2e. Authored by : William Little. Provided by : BC Open Textbooks. Located at : https://opentextbc.ca/introductiontosociology/ . License : CC BY: Attribution
Sociological Research Beyonce and Lady Gaga Example. Provided by : OpenStax. Located at : https://openstax.org/books/introduction-sociology-3e/pages/2-2-research-methods . Project : Introduction to Sociology 3e. License : CC BY: Attribution . License Terms : Access for free at https://openstax.org/books/introduction-sociology-3e/pages/1-introduction

Chapter 10 Field Research: A Qualitative Technique

Why field research.

If we wanted to know who conducts more of the housework in households, how could we find the answer? One way might be to interview people and simply ask them. That is exactly what Arlie Hochschild did in her study of the second shift , her term for the work that goes on in the home after the day’s work for pay is completed. Hochschild (1989) Hochschild, A. (1989). The second shift: Working parents and the revolution at home (1st ed.). New York, NY: Viking. interviewed 50 heterosexual, married couples with children to learn about how they did, or did not, share the work of the second shift. Many of these couples reported to her that they shared the load of the second shift equally, sometimes dividing the house into areas that were “her responsibility” and those that were “his.” But Hochschild wasn’t satisfied with just people’s personal accounts of second-shift work. She chose to observe 12 of these couples in their homes as well, to see for herself just how the second shift was shared.

What Hochschild discovered was that even those couples who claimed to share the second shift did not have as equitable a division of duties as they’d professed. For example, one couple who told Hochschild during their interview that they shared the household work equally had explained that the wife was responsible for the upstairs portion of the house and the husband took responsibility for the downstairs portion. Upon conducting observations in this couple’s home, however, Hochschild discovered that the upstairs portion of the house contained all the bedrooms and bathrooms, the kitchen, the dining room, and the living room, while the downstairs included a storage space and the garage. This division of labor meant that the woman actually carried the weight of responsibility for the second shift. Without a field research component to her study, Hochschild might never have uncovered these and other truths about couples’ behaviors and sharing (or not sharing) of household duties.

10.1 Field Research: What Is It and When to Use It?

Learning objectives.

Define field research.
Define participant observation and describe the continuum of participant observation.
Discuss at least two examples of field research.

There’s a New Yorker cartoon that pretty accurately portrays life for a field researcher (Cotham, 2003). Cotham, F. (2003, September 1). Two barbarians and a professor of barbarian studies. The New Yorker . Retrieved from http://www.cartoonbank.com/2003/two-barbarians-and-a-professor-of-barbarian-studies/invt/126562 It depicts “Two Barbarians and a Professor of Barbarian Studies.” As field researchers, just as in the cartoon, we immerse ourselves in the settings that we study. While the extent to which we immerse ourselves varies (note in the cartoon the professor is riding a horse but has chosen to retain his professorial jacket and pipe), what all field researchers have in common is their participation in “the field.”

Field research A qualitative method of data collection that involves observing, interacting with, and interviewing people in their natural settings. is a qualitative method of data collection aimed at understanding, observing, and interacting with people in their natural settings. Thus when social scientists talk about being in “the field,” they’re talking about being out in the real world and involved in the everyday lives of the people they are studying. Sometimes researchers use the terms ethnography or participant observation to refer to this method of data collection; the former is most commonly used in anthropology, while the latter is used commonly in sociology. In this text, we’ll use two main terms: field research and participant observation . You might think of field research as an umbrella term that includes the myriad activities that field researchers engage in when they collect data: they participate, they observe, they usually interview some of the people they observe, and they typically analyze documents or artifacts created by the people they observe.

Figure 10.2

Field research typically involves a combination of participant observation, interviewing, and document or artifact analysis. This chapter focuses primarily on participant observation.

Because we cover interviews and document/artifact analysis in Chapter 9 "Interviews: Qualitative and Quantitative Approaches" and Chapter 11 "Unobtrusive Research: Qualitative and Quantitative Approaches" , here we’ll focus only on the participation and observation aspects of field research. These aspects of field research are usually referenced together and are known as participant observation The parts of field research that involve spending time with and watching one’s research participants; interviewing and document/artifact analysis are the other two components of field research. . Like field research, participant observation also has multiple meanings. Researchers conducting participant observation vary in the extent to which they participate or observe (Junker, 1960). Junker, B. H. (1960). Field work: An introduction to the social sciences . Chicago, IL: University of Chicago Press. You might say that there’s a continuum of participant observation, where complete observation lies at end of the continuum and complete participation lies at the other end.

In other chapters, we discuss two works that could fall on either end of the participant observation continuum. Barrie Thorne’s (1993) Thorne, B. (1993). Gender play: Girls and boys in school . New Brunswick, NJ: Rutgers University Press. observations of children in classrooms, school cafeterias, hallways, and playgrounds rest near the complete observation end of the continuum. Rather than actually pretending to be an elementary school student and interacting with her research participants as they would each other, Thorne observed (which, as discussed in Chapter 4 "Beginning a Research Project" , was probably a wise move since it would have been difficult to convince the students that she was one of them). Laud Humphreys’s (1970) Humphreys, L. (1970). Tearoom trade: Impersonal sex in public places . London, UK: Duckworth. research on the tearoom trade, described in Chapter 3 "Research Ethics" , could be said to rest on the other end of the continuum. Rather than only observe, Humphreys played the key tearoom role of watch queen, a role that nonresearcher participants in the trade also played. Humphreys also did not tell many of the people he observed that he was a researcher; thus from the perspectives of many of his “subjects,” he was only a participant. The participant observation continuum is represented in Figure 10.3 .

There are pros and cons associated with both aspects of the participant observer’s role. Complete observers may miss important aspects of group interaction and don’t have the opportunity to fully grasp what life is like for the people they observe. At the same time, sitting back and observing may grant them opportunities to see interactions that they would miss were they more involved. Complete participation has the benefit of allowing researchers a real taste of life in the group that they study. Some argue that participation is the only way to understand what it is that we investigate. On the other hand, complete participants may find themselves in situations that they’d rather not face but cannot excuse themselves from because they’ve adopted the role of complete participant. Also, complete participants who do not reveal themselves as researchers must face the ethical quandary of possibly deceiving their “subjects.” In reality, most field research projects lie somewhere near the middle of the observer-participant continuum. Field researchers typically participate to at least some extent in their field sites, but there are also times when they may just observe. Where would you feel most comfortable as a field researcher—as an observer, a participant, or a bit of both?

As you might have imagined based on the examples of Thorne’s and Humphreys’s work, field research is well equipped to answer “how” kinds of questions. Whereas survey researchers often aim to answer “why” questions, field researchers ask how the processes they study occur, how the people they spend time with in the field interact, and how events unfold. Table 10.1 "Field Research Examples" presents just a few examples of the kinds of questions field researchers have asked in past projects along with a brief summary of where and what role those researchers took in the field. The examples presented in Table 10.1 "Field Research Examples" by no means represent an exhaustive list of the variations of questions field researchers have asked or of the range of field research projects that have been conducted over the years, but they do provide a snapshot of the kinds of work sociological field researchers engage in.

Table 10.1 Field Research Examples

Field research is a method that was originally crafted by anthropologists for the purpose of cultural understanding and interpretation (Wolcott, 2008). Wolcott, H. F. (2008). Ethnography: A way of seeing (2nd ed.). Lanham, MD: Altamira Press. Dissatisfied with studying groups of people based solely on secondhand accounts and inspection of artifacts, several anthropologists decided to try living in or near the communities they studied to learn from and about them. Two anthropologists in particular, Franz Boas (1888) Boas, F. (1888). The central Eskimo . Washington, DC: Bureau of American Ethnology. and Bronislaw Malinowski (1922), Malinowski, B. (1922). Argonauts of the western Pacific: An account of native enterprise and adventure in the archipelagoes of Melanesian New Guinea . London, UK: G. Routledge & Sons; New York, NY: E. P. Dutton. are credited with developing this method around the turn of the 20th century. Boas lived with native populations in Canada and in the American Northwest. Malinowski lived in Papua New Guinea with people who were native to the area. Sociologists picked up on the idea and on the benefits of field research (which we’ll examine in Section 10.2 "Pros and Cons of Field Research" ). Soon a number of sociologists had embraced this new method and adapted field research for their own studies of groups. Many of the early field researchers in sociology were former social workers who got interested in sociological research because of experiences in their roles as social reformers. The University of Chicago in particular played a key role in the development of American field research through, among other projects, its involvement in Hull House, Jane Addams Hull House Association. Retrieved from http://www.hullhouse.org a social settlement founded for European immigrants in Chicago (Deegan, 1986). Deegan, M. J. (1986). Jane Addams and the men of the Chicago School, 1892–1918 . New Brunswick, NJ: Transaction Books.

Key Takeaways

Field research typically involves a combination of participant observation, interviewing, and document or artifact analysis.
Different participant observation projects rest in different places on the continuum of complete observer to complete participant; most lie near the middle of the continuum.
Field research has its origins in anthropology.
As a preview to some of the pros, cons, joys, and frustrations of doing field research, watch the following clip, which shows “news” personality Stephen Colbert interviewing sociologist Sudhir Venkatesh Venkatesh’s work was introduced in Chapter 2 "Linking Methods With Theory" , the chapter on linking methods with theory. about his field research in some of Chicago’s poorest neighborhoods: http://www.colbertnation.com/the-colbert-report-videos/156631/march-13-2008/sudhir-venkatesh . The clip highlights some of the advantages field research has over survey interviewing; it also highlights some of the disadvantages of field research. Based on what you see in the clip, what are some of the main advantages of field research as compared to survey interviewing? What are some of the main disadvantages?
If you would like to learn more about William Foote Whyte’s groundbreaking field research, a 40-minute interview with Whyte and several of his research participants, conducted nearly 40 years after the publication of Street Corner Society , can be found at the following link: http://www.northendwaterfront.com/home/2010/6/18/street-corner-society-video-of-william-foote-whyte-north-end.html . What role did Whyte play in the field: complete observer, complete participant, or something in between? Use evidence from the interview to support your answer. What pros and cons of field research come up in the interview?
Where do you think is the best place to reside on the observer-participant continuum? Why? What are the pros and cons of each of the various places on the continuum?

10.2 Pros and Cons of Field Research

Identify and explain the strengths of field research.
Identify and explain the weaknesses of field research.

Field research has many benefits, as well as a set of drawbacks. We’ll explore both here.

Strengths of Field Research

Field research allows researchers to gain firsthand experience and knowledge about the people, events, and processes that they study. No other method offers quite the same kind of closeup lens on everyday life. This close-up on everyday life means that field researchers can obtain very detailed data about people and processes, perhaps more detailed than they can obtain using any other method.

Field research is an excellent method for understanding the role of social context in shaping people’s lives and experiences. It enables a greater understanding of the intricacies and complexities of daily life. Field research may also uncover elements of people’s experiences or of group interactions of which we were not previously aware. This in particular is a unique strength of field research. With other methods, such as interviews and surveys, we certainly can’t expect a respondent to answer a question to which they do not know the answer or to provide us with information of which they are not aware. And because field research typically occurs over an extended period of time, social facts that may not even be immediately revealed to a researcher but that become discovered over time can be uncovered during the course of a field research project.

In sum, the major benefits of field research are the following:

It yields very detailed data.
It emphasizes the role and relevance of social context.
It can uncover social facts that may not be immediately obvious or of which research participants may be unaware.

Weaknesses of Field Research

Earlier I described the fact that field researchers are able to collect very detailed data as a benefit of this method. This benefit, however, does come at a cost. Because a field researcher’s focus is so detailed, it is by necessity also somewhat narrow. Field researchers simply are not able to gather data from as many individuals as, say, a survey researcher can reach. Indeed, field researchers generally sacrifice breadth in exchange for depth. Related to this point is the fact that field research is extremely time intensive.

Field research can also be emotionally taxing. In Chapter 9 "Interviews: Qualitative and Quantitative Approaches" , I assert that interview research requires, to a certain extent, the development of a relationship between a researcher and her participants. But if interviews and field research both require relationship development, you might say that interviews are more like casual dating while field research is more like a full-blown, committed marriage.

The relationships you develop as a field researcher are sustained over a much longer period than the hour or two it might take you to conduct an interview. Not only do the relationships last longer, but they are also more intimate. A number of field researchers have documented the complexities of relationships with research participants (Arditti, Joest, Lambert-Shute, & Walker, 2010; Keinman & Copp, 1993; MacLeod, 1995). MacLeod, J. (1995). On the making of ain’t no makin’ it. In J. MacLeod (Ed.), Ain’t no makin’ it: Aspirations and attainment in a low-income neighborhood (pp. 270–302). Boulder, CO: Westview Press; Arditti, J. A., Joest, K. A., Lambert-Shute, J., & Walker, L. (2010). The role of emotions in fieldwork: A self-study of family research in a corrections setting. The Qualitative Report, 15, 1387–1414; Keinman, S., & Copp, M. A. (1993). Emotions and fieldwork . Newbury Park, CA: Sage. On the plus side, these relationships can be very rewarding (and yield the rich, detailed data noted as a strength in the preceding discussion). But, as in any relationship, field researchers experience not just the highs but also the lows of daily life and interactions. And participating in day-to-day life with one’s research subjects can result in some tricky ethical quandaries (see Chapter 3 "Research Ethics" for a discussion of some of these quandaries). It can also be a challenge if your aim is to observe as “objectively” as possible.

Finally, documentation can be challenging for field researchers. Where survey researchers have the questionnaires participants complete and interviewers have recordings, field researchers generally have only themselves to rely on for documenting what they observe. This challenge becomes immediately apparent upon entering the field. It may not be possible to take field notes as you observe, nor will you necessarily know which details to document or which will become the most important details to have noted. And when you take notes after some observation, you may not recall everything exactly as you saw it when you were there.

In sum, the weaknesses of field research include the following:

It may lack breadth; gathering very detailed information means being unable to gather data from a very large number of people or groups.
It may be emotionally taxing.
Documenting observations may be more challenging than with other methods.
Strengths of field research include the fact that it yields very detailed data, it is designed to pay heed to social context, and it can uncover social facts that are not immediately obvious.
Weaknesses of field research include that researchers may have to sacrifice breadth for depth, the possibility that the research will be emotionally taxing, and the fact that documenting observations can be challenging.
In your opinion, what is the most important strength of field research? What do you view as its greatest weakness? Explain your position.
Find an article reporting results from field research. You can do this by using the Sociological Abstracts database, which was introduced in Chapter 4 "Beginning a Research Project" . How do the authors describe the strengths and weaknesses of their study? Are any of the strengths or weaknesses described in this section mentioned in the article? Are there additional strengths or weaknesses not mentioned in this section?

10.3 Getting In

Identify the two major considerations with respect to “getting in” field research sites.
Describe the factors one should consider when choosing a field research site.
Explain how one’s social location is relevant for choosing a field research site.
Describe the factors one should consider when deciding what role to play in a field research site.
Explain the difference between overt and covert roles in field research.

When embarking on a field research project, there are two major things to consider: where to observe and what role you’ll take in your field site. Your decision about each of these will be shaped by a number of factors, some of which you’ll have control over and others which you won’t. Your decision about where to observe and what role to play will also have consequences for the data you are able to gather and how you analyze and share those data with others. We’ll examine each of these contingencies in the following subsections.

Choosing a Site

Where you observe might be determined by your research question, but because field research often works inductively, you may not have a totally focused question before you begin your observations. In some cases, field researchers home in on a research question once they embark on data collection. Other times, they begin with a research question but remain open to the possibility that their focus may shift as they gather data. In either case, when you choose a site, there are a number of factors to consider. What do you hope to accomplish with your field research? What is your topical/substantive interest? Where are you likely to observe behavior that has something to do with that topic? How likely is it that you’ll actually have access to the locations that are of interest to you? How much time do you have to conduct your participant observations? Will your participant observations be limited to a single location, or will you observe in multiple locations?

Perhaps the best place to start as you work to identify a site or sites for your field research is to think about your limitations . One limitation that could shape where you conduct participant observation is time. Field researchers typically immerse themselves in their research sites for many months, sometimes even years. In my field research on activism in the breast cancer and antirape movements, I conducted over 300 hours of participant observation over a period of 3 years and conducted interviews with more than 60 activists (Blackstone, 2003). Blackstone, A. (2003). Racing for the cure and taking back the night: Constructing gender, politics, and public participation in women’s activist/volunteer work (Unpublished doctoral dissertation). Department of Sociology, University of Minnesota, Minneapolis, MN. And as shown in Table 10.1 "Field Research Examples" , other field researchers have spent as much or even more time in the field. Do you have several years available to conduct research, or are you seeking a smaller-scale field research experience? How much time do you have to participate and observe per day? Per week? Identifying how available you’ll be in terms of time will help you determine where and what sort of research sites to choose.

Also think about where you live and whether travel is an option for you. Some field researchers actually move to live with or near their population of interest. Is this something you might consider? Is it even an option? How you answer these questions will shape how you identify your research site. Professor Erik Larson’s (2010) Larson, E. (2010). Time and the constitution of markets: Internal dynamics and external relations of stock exchanges in Fiji, Ghana, and Iceland. Economy and Society, 39, 460–487. research on variations in economic institutions in a global environment, for example, has taken him across the globe, from Fiji to Ghana to Iceland. Sociologist Sara Dorow’s (2006) Dorow, S. (2006). Transnational adoption: A cultural economy of race, gender, and kinship . New York, NY: New York University Press. research on transnational adoption took her from the United States to China. And the work of Wendy Chapkis (1997), Chapkis, W. (1997). Live sex acts: Women performing erotic labor . New York, NY: Routledge. described in Table 10.1 "Field Research Examples" , required her to conduct research not only in her original home state of California but also in the Netherlands. These are just a few of many examples of sociological researchers who have traveled the globe for the purpose of collecting data. Where might your field research questions take you?

In choosing a site, also consider how your social location might limit what or where you can study. The ascribed aspects of our locations are those that are involuntary, such as our age or race or mobility. How might my ascribed status as a middle-aged woman, for example, shape my ability to conduct complete participation in a study of children’s birthday parties? The achieved aspects of our locations, on the other hand, are those that we have some choice about. In field research, we may also have some choice about whether or the extent to which we reveal the achieved aspects of our identities. There are numerous examples of field researchers whose achieved statuses granted them access to field sites into which they might not have otherwise been allowed. Jennifer Pierce (1995), Pierce, J. L. (1995). Gender trials: Emotional lives in contemporary law firms . Berkeley: University of California Press. for example, utilized her achieved status as a paralegal to gain entry into two law offices for her ethnographic study of the gendered division of labor in corporate law firms. In Lauraine Leblanc’s (1999) Leblanc, L. (1999). Pretty in punk: Girls’ gender resistance in a boys’ subculture . New Brunswick, NJ: Rutgers University Press. case, the achieved status of her appearance, including tattoos and a “punk” hairstyle and color, helped her gain the acceptance of research participants in her study of punk girls.

The preceding discussion should not be taken to mean that sociologists cannot, should not, or do not study those from whom we differ. In fact there have been plenty of successful field studies conducted by researchers who may have looked out of place in the sites they chose to investigate. Teresa Gowan, a self-described “small, white English woman” (2010, p. 16), Gowan, T. (2010). Hobos, hustlers, and backsliders: Homeless in San Francisco . Minneapolis: University of Minnesota Press. conducted field research with homeless men in some of San Francisco’s most notoriously rough neighborhoods. The aim here is not to reify the socially constructed categories upon which our society places so much emphasis in organizing itself. Rather, the point is to be aware of which ascribed and achieved aspects of your identity may shape your decisions about field sites.

Finally, in choosing a research site consider whether your research will be a collaborative project or whether you are on your own (Douglas, 1976). Douglas, J. D. (1976). Investigative social research: Individual and team field research . Beverly Hills, CA: Sage. Collaborating with others has many benefits; you can cover more ground and therefore collect more data than you can on your own. And having collaborators in any research project, but especially field research, means having others with whom to share your trials and tribulations in the field. However, collaborative research comes with its own set of challenges such as possible personality conflicts among researchers, competing commitments in terms of time and contributions to the project, and differences in methodological or theoretical perspectives (Shaffir, Marshall, & Haas, 1979). Shaffir, W., Marshall, V., & Haas, J. (1979). Competing commitments: Unanticipated problems of field research. Qualitative Sociology, 2, 56–71. If you are considering collaborative field research, you are in good company; many fascinating examples precede you. David Snow and Leon Anderson (1993) Snow, D. A., & Anderson, L. (1993). Down on their luck: A study of homeless street people . Berkeley: University of California Press. conducted a collaborative study of homelessness in Austin, Texas. And researchers at the University of Minnesota recently conducted a large-scale, cross-country field study of how forms of difference such as race and religion shape American life and experience ( http://www.soc.umn.edu/research/amp.html ). When considering something that is of interest to you, consider also whether you have possible collaborators. How might having collaborators shape the decisions you make about where to conduct participant observation?

I began this discussion by asking you to think about limitations that might shape your field site decisions. But it makes sense to also think about the opportunities —social, geographic, and otherwise—that your location affords. Perhaps you are already a member of an organization where you’d like to conduct research. Maybe you know someone who knows someone else who might be able to help you access a site. Perhaps you have a friend you could stay with, enabling you to conduct participant observations away from home. Choosing a site for participation is shaped by all these factors—your research question and area of interest, a few limitations, some opportunities, and sometimes a bit of being in the right place at the right time.

Choosing a Role

As with choosing a research site, some limitations and opportunities beyond your control might shape the role you take once you begin your participant observation. You’ll also need to make some deliberate decisions about how you enter the field and “who” you’ll be once you’re in.

In terms of entering the field, one of the earliest decisions you’ll need to make is whether to be overt or covert. As an overt Researcher enters the field by revealing status as a researcher; participants know they are being studied. researcher, you enter the field with research participants having some awareness about the fact that they are the subjects of social scientific research. Covert Researcher enters the field by pretending to be a participant only; participants do not know they are being studied. researchers, on the other hand, enter the field as though they are full participants, opting not to reveal that they are also researchers or that the group they’ve joined is being studied. As you might imagine, there are pros and cons to both approaches. A critical point to keep in mind is that whatever decision you make about how you enter the field will affect many of your subsequent experiences in the field.

As an overt researcher, you may experience some trouble establishing rapport at first. Having an insider at the site who can vouch for you will certainly help, but the knowledge that subjects are being “watched” will inevitably (and understandably) make some people uncomfortable and possibly cause them to behave differently than they would were they not aware of being research subjects. Because field research is typically a sustained activity that occurs over several months or years, it is likely that participants will become more comfortable with your presence over time. Overt researchers also avoid a variety of moral and ethical dilemmas that they might otherwise face. A Far Side cartoon demonstrates this point perfectly. It depicts a “researcher” dressed up like a gorilla, hanging out with a few other gorillas. In the cartoon, one of the real gorillas is holding out a few beetle grubs to the researcher, and the caption reads, “So you’re a real gorilla, are you? Well I guess you wouldn’t mind munchin’ down a few beetle grubs, would you? In fact, we wanna see you chug ’em!” ( http://www.e-noah.net/asa/asashoponlineservice/ProductDetails.aspx?productID=ASAOE710N04 ).

As a covert researcher, “getting in” your site might be easier, but then you might face other issues. For how long would you plan to conceal your identity? How might participants respond once they discover you’ve been studying them? And how will you respond if asked to engage in activities you find unsettling or unsafe? Field researcher Richard Mitchell (1991) Mitchell, R. G., Jr. (1991). Secrecy and disclosure in fieldwork. In W. B. Shaffir and R. A. Stebbins (Eds.), Experiencing fieldwork: An inside view of qualitative research (pp. 97–108). Newbury Park, CA: Sage. was forced to consider these very questions during his covert research among right-wing survivalists when he was asked to participate in the swapping of violently racist and homophobic stories, an experience over which he later expressed profound grief and deep regret. Beyond your own personal level of comfort with deceiving participants and willingness to take risks, it is possible that the decision about whether to enter the field covertly will be made for you. If you are conducting research while associated with any federally funded agency (and even many private entities), your institutional review board (IRB) probably will have something to say about any planned deception of research subjects. Some IRBs approve deception, but others look warily upon a field researcher engaging in covert participation. The extent to which your research site is a public location, where people may not have an expectation of privacy, might also play a role in helping you decide whether covert research is a reasonable approach.

I mentioned that having an insider at your site who can vouch for you is helpful. Such insiders, with whom a researcher may have some prior connection or a closer relationship than with other site participants, are called key informants Field site insider with whom the field researcher has a closer relationship and who can provide insider knowledge about a group being observed. . A key informant can provide a framework for your observations, help “translate” what you observe, and give you important insight into a group’s culture. If possible, having more than one key informant at a site is ideal, as one informant’s perspective may vary from another’s.

Once you’ve made a decision about how to enter your field site, you’ll need to think about the role you’ll adopt while there. Aside from being overt or covert, how close will you be to participants? In the words of Fred Davis (1973), Davis, F. (1973). The Martian and the convert: Ontological polarities in social research. Urban Life, 2, 333–343. who coined these terms in reference to researchers’ roles, will you be a Martian , a Convert , or a bit of both? Davis describes the Martian role as one in which a field researcher stands back a bit, not fully immersed in the lives of his subjects, in order to better problematize, categorize, and see with the eyes of a newcomer what’s being observed. From the Martian perspective, a researcher should remain disentangled from too much engagement with participants. The Convert, on the other hand, intentionally dives right into life as a participant. From this perspective, it is through total immersion that understanding is gained. Which approach do you feel best suits you?

In the preceding section we examined how ascribed and achieved statuses might shape how or which sites you choose for your field research. They also shape the role you adopt in your field site. The fact that I am a professor, for example, is an achieved status, and I can choose the extent to which I share this aspect of my identity with field study participants. In some cases perhaps sharing that I am a professor would enhance my ability to establish rapport; in other field sites it might stifle conversation and rapport-building. As you’ve seen from the examples provided throughout this chapter, different field researchers have taken different approaches when it comes to using their social locations to help establish rapport and dealing with ascribed statuses that differ from those of their “subjects.”

Whatever role you choose, many of the points made in Chapter 9 "Interviews: Qualitative and Quantitative Approaches" about power and relationships with participants apply to field research as well. In fact, the researcher-researched relationship is even more complex in field studies, where interactions with participants last far longer than the hour or two it might take to interview someone. Moreover, the potential for exploitation on the part of the researcher is even greater in field studies as relationships are usually closer and lines between “research” and personal or off-the-record interaction may get blurred. These precautions should be seriously considered before deciding to embark upon a field research project.

When beginning a field research project, one must take care in planning where to conduct observations and what role to adopt in one’s field site.
The time you have available to spend in the field will be a major factor in choosing your research site.
There are pros and cons to both the overt and the covert researcher roles.
Ascribed and achieved statuses both shape the choices that field researchers make about their sites and about their roles within those sites.
Try to name at least three different locations where you might like to conduct field research. What barriers would you face were you to attempt to enter those sites as a researcher? In what ways might your entrée into the sites be facilitated by your social location?
What is your opinion about researchers taking on a covert as compared with an overt role in field research? Which role would you like to take in a field research project? Why?

10.4 Field Notes

Define descriptive field notes.
Cite the variety of ways that field researchers might take notes while in the field.
Describe what should be noted when taking field notes.

Field notes are your opportunity to write poorly and get away with it. I say that in jest, but there is some truth to it. This is one type of writing where you should not be going for literary value, to make your writing interesting, and even to make it readable for anyone other than yourself. Instead, the aim is to record your observations as straightforwardly and, while in the field, as quickly as possible in a way that makes sense to you . Field notes In field research, the official record that affirms what you observed. are the first—and a necessary—step toward developing quality analysis. They are also the record that affirms what you observed. In other words, field notes are not to be taken lightly or overlooked as unimportant.

Some say that there are two different kinds of field notes: descriptive and analytic. Though the lines between what counts as “description” and what counts as “analysis” can get pretty fuzzy, the distinction is nevertheless useful when thinking about how to write and how to interpret field notes. In this section, we’ll focus on descriptive field notes. Descriptive field notes Notes that describe a field researcher’s observations as straightforwardly as possible. are notes that simply describe a field researcher’s observations as straightforwardly as possible. These notes typically do not contain explanations of or comments about those observations. Instead, the observations are presented on their own, as clearly as possible. In the following section, we’ll examine the uses and writing of analytic field notes more closely.

Writing in the Field

Field researchers use a variety of strategies to take notes while in the field. Some research is conducted in settings where sitting with a notebook, iPad, or computer is no problem (e.g., if conducting observations in a classroom or at a meeting), but this is probably the exception rather than the norm. More often, field researchers must find creative ways to note their observations while engaged in the field. I’ve heard about field researchers jotting notes on their hands and arms, keeping very small notebooks in their pockets and occasionally jotting notes there, carrying small recorders to make quick observations, and even writing notes on toilet paper during visits to the restroom. With the advent of smartphones, taking notes in the field has become less arduous than it once was, as it is common to see someone texting or surfing the web from their phone in almost any setting.

Your strategy for recording your observations while in the field will be determined mostly by the site you choose and the role you play in that site. Will you be in a setting where having a notebook or smartphone in your hands will look out of place? If no, by all means, take notes! But don’t let your note taking distract you from what’s happening around you. Writing notes while in the field requires a fine balance between jotting down your observations and actually engaging in the setting. If you are strictly an observer, these will be easy to balance. But if you are also a participant, don’t let your note taking keep you from participating. If you do happen to be in a location where taking notes “in the moment” would be too obvious, rude, or distracting, you may still be able to occasionally jot down a few things very quickly. You may also need to develop a way of jotting down observations that doesn’t require complete sentences or perhaps even words. I know several field researchers who developed their own version of shorthand to take notes, using some combination of abbreviations and symbols, without taking too much time away from their participation in the field.

As with other proficiencies one develops, writing field notes is a skill that can be improved with practice. Recall the discussion in Chapter 1 "Introduction" about the dangers of informal observation. Conducting field research and taking field notes are decidedly not informal activities. In field research, observation is deliberate, not haphazard. That said, for a first-time field researcher, taking field notes can feel like a pretty haphazard activity. Understanding when to write, what to write, where to write, and how to write are all skills that field researchers develop with experience. I demonstrate this point to students early in our discussion of field methods by sending them out of the classroom in groups of two or three each and having them take notes about what they observe over a 15-minute period of time. No problem, they say. How hard can it be? Pretty tough, as it turns out. Students typically return from their 15 minutes of observation frustrated, confused, and annoyed with me for putting them through the experience.

So why torture my students in this way? It isn’t just to be a jerk, I promise. When students return to the classroom, I ask them to compare notes with their group members and discuss what strategies they used in making and recording observations. Typically, students have some overlap in the kinds of things noted, but inevitably one person will have paid more attention to conversations overheard, another to actions and unspoken physical expressions such how people walked or dressed, and yet another to nonhuman surroundings such as the landscape, sounds, and scents. Students conducting this exercise also often use different note-taking strategies, some drawing more pictures, others writing in complete sentences, others using abbreviations. I ask them to talk about what they’ve learned from the experience and the following two “lessons” are among the most frequently cited: (a) taking field notes is hard, and (b) it would have been nice to have some more direction before the exercise so they knew what to zero in on.

I’m always glad to hear that students recognize the difficulty of the task, and it’s true that I give them very few instructions prior to the field note exercise. This is intentional. In part I hope to make the point that while field research projects often occur inductively, this doesn’t mean that field researchers enter the field with absolutely no idea about what they plan to observe. Having a research question or topic in mind helps a researcher focus her or his observations. At the same time, it is important that field researchers not allow their original question or topic blind them to occurrences in the field that may not seem particularly important at the time. As I share with my students, you never know whether or how some observation might be important down the line. We’ll take a closer look at this point in Section 10.5 "Analysis of Field Research Data" .

No matter how difficult it can be to write notes while in the field, it is worth the effort. Field researchers rely on the notes they take in the field to develop more complete notes later and, eventually, to develop analysis. Have you heard the popular philosophical question about trees falling? It goes something like this: If a tree falls in the woods but nobody hears it, did it actually make a sound? I don’t have a good answer for you from a philosophical perspective, but I can say that when it comes to field research, if you observe something but neglect to note it, it might as well not have happened. This is because you, like any other human being, cannot possibly be expected to remember everything that you see happen over the hours, days, months, or years that you spend collecting data in the field. For this reason, writing notes in the field (to the extent possible) is important, as is “filling in” those notes as soon as you are in a location where you can focus on more formal note taking. We examine this more formal aspect of note taking next.

Writing out of the Field

Immediately upon leaving any observation in the field, you should take the time to complete the brief notes you took while in the field. Even if you feel that the notes you’ve taken in the field are complete, you’ll be surprised by how much more you’ll recall once you sit down without distractions and read through what you’ve jotted down. You’ll also have the opportunity to add your own reflections, or observations about your observations, when you write up more complete notes.

When you type up notes upon returning from an observation, you should “fill in the blanks” and write as much as possible about what you’ve just observed. Even if it seems mundane, I think it’s fair to say that one’s field notes can never contain too much detail. Writing as much as possible, in as much detail as possible, should also help you avoid generalizing in your field notes. Be specific about what you observe; rather than saying that “everyone” said or did something, make note of exactly who said or did X (or note that you’re not sure exactly who did so but that it seemed as if most everyone did). Rather than saying that someone you observed was “angry,” describe what gave you that impression. For example, was that person yelling, red in the face, or shaking her fist?

Don’t forget to describe exactly where you were and detail your surroundings (in addition to describing the interactions and conversations you observed and participated in). Early in a field research project you may focus slightly more on describing the “lay of the land” than you do later on. This might mean writing up very detailed descriptions of the locations you observe and the people with whom you interact. You might also draw a map or, if appropriate in your setting, take pictures of your field sites. If your observations will be conducted in the same place and with the same people, these descriptive details you write up early on will become less noticeable to you over time. It will be helpful to have some documentation of your first impressions and of the sort of details that later become so much a part of the everyday scene that you stop noticing them. The following excerpt from my own field notes comes from my first meeting with two of the key informants in my field research in the breast cancer movement.

1/14/99, 11:00am

Met Jane and Polly at the XX office today. I was scheduled to be there at 10:30 but traffic was so bad due to last night’s snow storm that I did not get there until 11:00am. Jane and Polly did not seem bothered by my tardiness (Polly, “We don’t keep a time clock around here.”). I walked into the building and took the elevator up to the second floor. I was a little unsure about where to go from there so I just walked into the first open door and said, “I’m looking for the XX office.” A woman showed me into a large office (long and slightly irregular shape with windows on one wall, a desk and table and many chairs. Also two computers set up on a counter that runs along the wall across from the windows.) Two women were looking at a computer screen that was on the counter. When I walked in I introduced myself and Jane and Polly introduced themselves to me. Both women shook my hand, though Jane was the first to do so and did so with slightly more self-assurance than Polly. Polly told me to hang my coat on one of the “coat racks” and gestured to the many chairs that were around the office. I placed my coat and purse in what I hoped would be the most out of the way location; a corner behind the table. (Blackstone, 2003) Blackstone, A. (2003). Racing for the cure and taking back the night: Constructing gender, politics, and public participation in women’s activist/volunteer work (Unpublished doctoral dissertation). Department of Sociology, University of Minnesota, Minneapolis, MN.

The description in my field notes continues for several more paragraphs, but I won’t torture you with those details. As you can see, this field notes excerpt is definitely not going to win the Pulitzer Prize for its riveting story or prose. Thankfully, that isn’t its purpose. Instead, the goal was to describe a location where I knew I’d be spending a fair amount of time and to describe my first impressions of the two women I knew would be likely candidates for key informants. One thing you’ll notice is that I used quotation marks every time I directly quoted a person. Including as many direct quotes as you can is a good idea, as such quotes provide support for the analytic points you’ll make when you later describe patterns in your data. This is another reason that taking notes in the field (to the extent possible) is a good idea. Direct quotes may be difficult to remember hours or even minutes after hearing them. For this reason you may wish to write verbatim quotes while in the field and then take the time to describe the circumstances under which something was said later on when you write up your full notes after leaving the scene.

Another thing you might find were you to read through the many pages of field notes I took during my participant observation is that I use all capital letters and brackets in some places. This is the strategy I developed for expressing my own personal feelings and impressions in my field notes. While the distinction between what one actually observed and what one thinks about what he or she observed is not always easy to make, most field researchers do attempt to distinguish between these two categories of information.

The bracketed portions of your field notes may never be used, but in some cases they will become the very early stages in your analysis of data. My notes from three years of participant observation include bracketed notes of both types. Sometimes, I used bracketed notes to express emotion or purge difficult thoughts or feelings. This was especially helpful when I felt upset about or annoyed by something that had occurred in the field. Because field research requires developing personal relationships with “subjects,” and because interpersonal relationships all experience various highs and lows, it is important to express your feelings about those relationships in your notes. Writing these more personal reflections may become important for analysis later or they may simply be cathartic at the moment. They might also reveal biases you have about the participants that you should confront and be honest about.

Every field researcher’s approach to writing up field notes will vary according to whatever strategy works best for that individual. Where I used brackets to document personal feelings and reflections on bits of data, other field researchers may use the “comments” function in a word processing program or use a different font type, size, or color to distinguish observations from reflections. Others might create two columns for their full field notes—one containing notes only about what was observed directly and the other containing reactions and impressions. There isn’t a wrong way to write field notes. What’s important is that you adopt a strategy that enables you to write accurately, to write as much detail as possible, and to distinguish observations from reflections.

When taking descriptive field notes, researchers should try to make note of their observations as straightforwardly as possible.
Field researchers might use any number of tools or strategies to facilitate taking notes in the field such as writing on one’s own hands, dictating observations into a handheld recorder, or taking notes in the form of text messages on one’s phone.
In field research, observation is deliberate, not haphazard.
Note taking does not end when a researcher exits an observation; handwritten notes are typed up immediately upon leaving the field so that researchers can “fill in the blanks” in their brief notes taken while in the field.
Try out the note-taking exercise that my students complete in class. Find another person or two with whom you can conduct observations and take notes for about 15 minutes (perhaps someplace in your campus library, student union, or dorm). Sit near your peers who are also taking notes but do not talk with them during this portion of the exercise. Be sure to use all of your senses as you take notes: your eyes, your ears, your nose, your mouth, and your sense of touch. When your 15 minutes are up, compare notes with your peers. Where are there similarities? Where are their differences? Why do those similarities and differences exist? What strategy did you each employ to take notes? How might you approach field note taking differently were you asked to do it again?

10.5 Analysis of Field Research Data

Define analytic field notes and explain how they differ from descriptive field notes.
Explain why making note of mundane details is a good idea.
Describe the process by which field researchers analyze their data.
Define grounded theory.

Field notes are data. But moving from having pages of data to presenting findings from a field study in a way that will make sense to others requires that those data be analyzed. Analysis of field research data is the focus in this final section of the chapter.

From Description to Analysis

Writing and analyzing field notes involves moving from description to analysis. In Section 10.4 "Field Notes" , we considered field notes that are mostly descriptive in nature. Here we’ll consider analytic field notes. Analytic field notes Notes that include the researcher’s impressions about her or his observations. are notes that include the researcher’s impressions about his observations. Analyzing field note data is a process that occurs over time, beginning at the moment a field researcher enters the field and continuing as interactions are happening in the field, as the researcher writes up descriptive notes, and as the researcher considers what those interactions and descriptive notes mean.

Often field notes will develop from a more descriptive state to an analytic state when the field researcher exits a given observation period, messy jotted notes or recordings in hand (or in some cases, literally on hand), and sits at a computer to type up those notes into a more readable format. We’ve already noted that carefully paying attention while in the field is important; so too is what goes on immediately upon exiting the field. Field researchers typically spend several hours typing up field notes after each observation has occurred. This is often where the analysis of field research data begins. Having time outside of the field to reflect upon your thoughts about what you’ve seen and the meaning of those observations is crucial to developing analysis in field research studies.

Once the analytic field notes have been written or typed up, the field researcher can begin to look for patterns across the notes by coding the data. This will involve the iterative process of open and focused coding that is outlined in Chapter 9 "Interviews: Qualitative and Quantitative Approaches" . As mentioned several times in Section 10.4 "Field Notes" , it is important to note as much as you possibly can while in the field and as much as you can recall after leaving the field because you never know what might become important. Things that seem decidedly unimportant at the time may later reveal themselves to have some relevance.

In my field research experience, I was often surprised by the bits of data that turned out to hold some analytic relevance later on. For example, my field notes included a number of direct quotes and descriptions of informal interactions with participants that I didn’t expect would be important but that I nevertheless jotted down. Several of these quotes eventually made their way into my analysis. For example, Polly, who ran the volunteer office for a breast cancer organization, once remarked to me, “We [in the volunteer office] don’t use disposable cups here. It is always best to have coffee in a real mug. It’s much nicer that way” (Blackstone, 2004, p. 187). Blackstone, A. (2004). Sociability, work, and gender. Equal Opportunities International, 23, 29–44.

It didn’t occur to me at the time that this was just one of many tasks that Polly and other women volunteers do that remains largely invisible to the beneficiaries of their work. Because it is “much nicer” for volunteers to drink out of a real mug instead of a disposable cup, Polly actually spends a large amount of time washing mugs every day, and throughout the day, so that a clean, real mug is always available to the many volunteers who show up for brief volunteer shifts at the office each day. Had I not made a note of the coffee cup interaction with Polly, which at the time seemed rather mundane, I may have missed an important analytic point about the invisibility of some components of women’s volunteer labor that I was later able to make in presentations and publications of the work.

Sometimes the analytic process of field researchers and others who conduct inductive analysis is referred to as grounded theory A systematic process in which a researcher generates new theory by inductively analyzing her or his qualitative empirical observations. (Charmaz, 2006; Glaser & Strauss, 1967). Glaser, B. G., & Strauss, A. L. (1967). The discovery of grounded theory: Strategies for qualitative research . Chicago, IL: Aldine; Charmaz, K. (2006). Constructing grounded theory: A practical guide through qualitative analysis . Thousand Oaks, CA: Sage. Grounded theory occurs, as you might imagine, from the “ground up.” It requires that one begin with an open-ended and open-minded desire to understand a social situation or setting and involves a systematic process whereby the researcher lets the data guide her rather than guiding the data by preset hypotheses. The goal when employing a grounded theory approach is, perhaps not surprisingly, to generate theory. Its name not only implies that discoveries are made from the ground up but also that theoretical developments are grounded in a researcher’s empirical observations and a group’s tangible experiences.

As exciting as it might sound to generate theory from the ground up, the experience can also be quite intimidating and anxiety-producing as the open nature of the process can sometimes feel a little out of control. Without hypotheses to guide their analysis, researchers engaged in grounded theory work may experience some feelings of frustration or angst. The good news is that the process of developing a coherent theory that is grounded in empirical observations can be quite rewarding—not only to researchers but also to their peers who can contribute to the further development of new theories through additional research and to research participants who may appreciate getting a bird’s-eye view of their everyday experiences.

In analytic field notes, a researcher makes note of impressions about her or his observations.
Details that may seem unimportant in the moment may turn out to be important during later analysis; it is therefore crucial that field researchers make note of these observations when conducting field research.
In analyzing their data, many field researchers conduct grounded theory.
Grounded theory involves generating theory from the ground up.
Interested in learning more about grounded theory? Read all about it at the Grounded Theory Institute’s website: http://www.groundedtheory.com/ . What do you think about grounded theory? Is this way of conducting research something that is of interest to you? Why or why not?

United States Institute of Peace

Home ▶ Publications

Getting to the Source: The Importance of Field Research

An academic and intellectual decline is inevitable without a post-pandemic revival of fieldwork.

By: Alastair Reed, Ph.D. ; Boglarka Bozsogi

Publication Type: Analysis

Travel restrictions and social distancing practices put in place in response to the COVID-19 pandemic have largely ground field research to a halt. Fieldwork plays an essential but often underappreciated role in both understanding violent extremism and developing policy responses to it. It is vital, therefore, that funders and policymakers support the return of such important work in a post-pandemic world.

Students from the Center for Conflict and Humanitarian Studies conduct a research field visit in Sri Lanka. November 2017. (Center for Conflict and Humanitarian Studies/Wikimedia Commons)

Fieldwork brings important local perspectives to the fore, helping to contextualize conflicts within their wider ecosystems and societal and cultural realities. This forces researchers to challenge their preconceptions and theoretical assumptions as they come face to face with the realities on the ground. And, perhaps most importantly, fieldwork brings to life the human dimension — the human suffering and resilience of the communities affected by violence and the motivations and drivers of the violent actors.

Without understanding the view from the ground, we will continue to struggle to understand violent extremism and develop effective policy responses.

The Human Side

As many field researchers will admit, there is something about the smell and feel of a place that being on the ground provides and that reading reports and analyzing data cannot capture. On the ground, a researcher has the opportunity to diversify their primary sources and data. They can also better appreciate and absorb the context of the conflict. Without understanding the human side, the unique cultural and societal setting and the physical geography and climate, which together forge the contours within which the violence evolves, we can only have a partial understanding of the conflict ecosystem.

“The value of engagement with human beings cannot be underestimated,” Haroro Ingram, a senior research fellow at the Program on Extremism at George Washington University and member of the RESOLVE Research Advisory Council, told a recent RESOLVE Forum session.

Absorbing the context can help the researcher understand and interpret the collected data, but also to reinterpret what they learned from desk-based studies. The subjective experience of sharing is humbling; it offers an intellectual appreciation not only of the complexity on the ground but also of the breadth and depth of the literature and its gaps.

Researchers are only human and bring along preconceived perceptions, biases and assumptions — implicit or explicit — internalized from academic literature and media reports. Seeing the realities on the ground forces them to confront these preconceived assumptions and challenge, reinterpret or discard them. Theoretical explanations and conceptual analysis can only be tested when applied against the world they purport to explain. Field research gives us a chance to improve and develop our understanding, and a chance to glimpse the unknown unknowns, the missing factors that we cannot see or conceive from our academic ivory towers.

It is easy to overlook the human side — the victims of violence and conflict-affected communities that bear the brunt of the human tragedy of extremism — when researching a conflict from a distance. Observing and talking to the most affected communities reminds us of the horrors of war and the depths of depravity humanity can sink to. However, it also brings to light the human side of violent actors on all sides, an insight into the motivations and drivers that led them down the path to violence. Conflicts are ultimately about people; attempts to understand conflicts need to start with understanding the people that drive them. To do that, field researchers need to adopt a methodical approach, informed by the literature, and ensure their research and findings are triangulated, ethical and trustworthy.

“Mindanao, in the last 50 years, has experienced cycles of failed peace processes that international actors tried to support with a top-down understanding, often from a distance, in the absence of genuine bottom-up, grassroot perspectives,” said Ingram, who focuses his field research on the Middle East and Southeast Asia. “Since the most important actors in the grassroots population do not have electricity, let alone internet, the only effective outreach is getting to the source to build trust, engage with communities respectfully and learn of cultural subtleties through conversations. Collaborative effort, trust and the contribution to research can create actionable, nuanced and effective recommendations for policy and practice,” he added.

Contextual Understanding

Field research strengthens academic rigor, theories and methodologies, complements desk research and brings a different vantage point to understanding conflict. One constant risk in academic research is the tendency to be reductionist, and to focus on an isolated issue and miss the dynamic connections between it and its wider context. It can be appealing to zoom in on a particular violent extremist group and examine a singular aspect, such as ideology and group dynamics, rather than to see it as part of a complex ecosystem and dynamic processes. Conflict contexts often comprise multiple, interlinked armed actors, all influenced by and influencing each other. These contexts are further complicated by cross-cutting dynamics of ethnic, customary, kinship or religious dimensions.

Field research contextualizes the conflict and the issues that matter, helps understand drivers and motivations behind conflict actors and breaks free of embedded preconceptions. It can bring to life the unseen complexities: policemen fighting rebelling siblings, women fleeing insurgent cousins, parents losing children to armed groups, government officials persecuting family members as non-state actors. “People often said: ‘My brother joined that armed group, my cousin is in the police force,’” said Ingram, recalling conversations with locals in conflict areas that may seem, on the surface, to be absurd but that actually reflect a sober, clinical rational choice decision-making. Conflict ecosystems are invariably messy, counterintuitive and seemingly incomprehensible, yet remain the reality we seek to understand.

Sukanya Podder, defense studies senior lecturer at King’s College London and member of the RESOLVE Research Advisory Council, who also participated in the RESOLVE Forum session, conducted research in Mindanao, the Philippines, and Liberia where she focused on children and young people recruited into armed groups. Observing youth relationships with families and commanders in their communities, she was able to break free of preconceptions from media imagery and simplistic assumptions that children join community-based armed groups because they are drugged. Her fieldwork unearthed much more diverse motivations and choices: many children chose to join or decided to refrain of their own will.

Ethics and Safety

With any type of research, ethics and safety must be paramount. Fieldwork poses distinct challenges for each venue, context and participant. “Do no harm” should be the central principle of fieldwork planning to ensure the safety and integrity of researchers, respondents and their communities. Research fatigue is a growing issue that has negative implications on the quality of data. If respondents are wary about the benefits of research and are hesitant to participate, the authenticity of results is harder to determine. Researchers must be careful not to instrumentalize fieldwork and budget enough time and resources for in-depth quality research to produce authentic, reliable and valid data; this data should be periodically updated.

Getting approval from institutional review boards for fieldwork can often be challenging, and rightly so, but this rigor helps researchers address potential challenges and ensure the integrity of their research. While standards procedures, bureaucratic processes, reviews, clearances and preparations may seem taxing, they are indispensable for rich contributions of the highest integrity.

Strengthening Research and Policy

The effectiveness and ultimate success — however we choose to measure it — of policy approaches to countering violent extremism depend on a thorough understanding of the phenomenon they try to address. Sound research should be the rock on which good policy is built. Podder’s research in West Africa has informed disarmament, demobilization and reintegration programs with a nuanced understanding of the implications of different types of armed groups. Returnees from community-based armed groups or community defense groups found reintegration less problematic, as reconciliation could be locally administered through local, tribal judicial processes. Such findings from field research can avoid wasting money on programs that cannot yield the desired outcome.

Our understanding of violent extremism has benefitted from an interdisciplinary research field where each discipline and method, qualitative and quantitative, brings a new lens to gathering and analyzing data. Collectively, this cross-pollination of research methods has allowed us to see further than one approach alone ever could. Within a complementary and overlapping web of methods, fieldwork has an important but sometimes overlooked role to play. Without a post-pandemic revival of fieldwork, an academic and intellectual decline is inevitable.

Boglarka Bozsogi is executive coordination and network manager at the RESOLVE Network housed at USIP.

Related Publications

Traumatic Decarbonization in Fragile States

Wednesday, May 15, 2024

By: Aditya Sarkar; Benjamin Spatz; Alex de Waal; Jared Miller; Tarun Gopalakrishnan

The process of decarbonization—that is, the replacement of fossil fuels with non-hydrocarbon-based forms of energy—is essential for meeting the climate goals articulated by international agreements. But in fragile, oil-dependent nations, where hydrocarbon revenues are often a key means of political control, decarbonization can spell the difference between peace and conflict. This report examines the consequences of the sudden loss of oil revenues for fragile, conflict-affected states and provides recommendations for policymakers on how to manage future decarbonization peacefully.

Type: Peaceworks

Conflict Analysis & Prevention ; Economics ; Environment ; Fragility & Resilience

The Untapped Potential of Grassroots Peacebuilding in Papua New Guinea

Thursday, May 9, 2024

By: Gordon Peake, Ph.D. ; Camilla Pohle ; Zuabe Tinning

This past January, deadly riots in Papua New Guinea’s capital, Port Moresby, spilled over into other towns and cities across the nation. As the dust settled, many held the country’s struggling youth population responsible, at least partially, for kindling the widespread unrest. Papua New Guinea’s government responded by announcing ambitious plans to address a broad range of problems facing youth — a promising move.

Conflict Analysis & Prevention

Iran’s Attack and the New Escalatory Cycle in the Middle East

Tuesday, April 16, 2024

By: Robin Wright

The Middle East is entering a new phase after unprecedented attacks by Israel and Iran during the first two weeks of April. Robin Wright, a senior fellow at USIP and the Woodrow Wilson Center who has covered the region for a half century, explores what happened, the strategic implications, the political context and the divided world reaction.

Type: Question and Answer

Why Peace Games? Insights from East Asia

Thursday, April 11, 2024

By: Andrew Scobell, Ph.D. ; Frank Aum

These days, Washington seems to be awash in war games, especially China-related ones. Yet, despite the dangers posed by a great power conflict, there are shockingly few peace games happening inside the Beltway outside the auspices of our home institution, the U.S. Institute of Peace.

Type: Analysis

Related Projects

RESOLVE Network; Researching Solutions to Violent Extremism

The RESOLVE Network is a global consortium of researchers and research organizations in agreement that factors contributing to community vulnerability and resilience to violent extremism are contextual.

Violent Extremism

Survey Software The world’s leading omnichannel survey software
Online Survey Tools Create sophisticated surveys with ease.
Mobile Offline Conduct efficient field surveys.
Text Analysis
Close The Loop
Automated Translations
NPS Dashboard
CATI Manage high volume phone surveys efficiently
Cloud/On-premise Dialer TCPA compliant Cloud & on-premise dialer
IVR Survey Software Boost productivity with automated call workflows.
Analytics Analyze survey data with visual dashboards
Panel Manager Nurture a loyal community of respondents.
Survey Portal Best-in-class user friendly survey portal.
Voxco Audience Conduct targeted sample research in hours.

Find the best survey software for you! (Along with a checklist to compare platforms)

Get Buyer’s Guide

40+ question types
Drag-and-drop interface
Skip logic and branching
Multi-lingual survey
Text piping
Question library
CSS customization
White-label surveys
Customizable ‘Thank You’ page
Customizable survey theme
Reminder send-outs
Survey rewards
Social media
Website surveys
Correlation analysis
Cross-tabulation analysis
Trend analysis
Real-time dashboard
Customizable report
Email address validation
Recaptcha validation
SSL security

Take a peek at our powerful survey features to design surveys that scale discoveries.

Download feature sheet.

Hospitality
Financial Services
Academic Research
Customer Experience
Employee Experience
Product Experience
Market Research
Social Research
Data Analysis

Explore Voxco

Need to map Voxco’s features & offerings? We can help!

Watch a Demo

Download Brochures

Get a Quote

NPS Calculator
CES Calculator
A/B Testing Calculator
Margin of Error Calculator
Sample Size Calculator
CX Strategy & Management Hub
Market Research Hub
Patient Experience Hub
Employee Experience Hub
Market Research Guide
Customer Experience Guide
The Voxco Guide to Customer Experience
NPS Knowledge Hub
Survey Research Guides
Survey Template Library
Webinars and Events
Feature Sheets
Try a sample survey
Professional services

Find the best customer experience platform

Uncover customer pain points, analyze feedback and run successful CX programs with the best CX platform for your team.

Get the Guide Now

We’ve been avid users of the Voxco platform now for over 20 years. It gives us the flexibility to routinely enhance our survey toolkit and provides our clients with a more robust dataset and story to tell their clients.

VP Innovation & Strategic Partnerships, The Logit Group

Client Stories
Voxco Reviews
Why Voxco Research?
Careers at Voxco
Vulnerabilities and Ethical Hacking

Explore Regional Offices

Cloud/On-premise Dialer TCPA compliant Cloud on-premise dialer
Predictive Analytics
Customer 360
Customer Loyalty
Fraud & Risk Management
AI/ML Enablement Services
Credit Underwriting

Get Buyer’s Guide

100+ question types
SMS surveys
Banking & Financial Services
Retail Solution
Risk Management
Customer Lifecycle Solutions
Net Promoter Score
Customer Behaviour Analytics
Customer Segmentation
Data Unification

Explore Voxco

Watch a Demo

Download Brochures

CX Strategy & Management Hub
Blogs & White papers
Case Studies

VP Innovation & Strategic Partnerships, The Logit Group

Why Voxco Intelligence?
Our clients
Client stories
Featuresheets

Field Research : Definition, Examples & Methodology

August 19, 2021

Try a free Voxco Online sample survey!

SHARE THE ARTICLE ON

What is field research.

Field Research is a method of collecting qualitative data with the aim to understand, observe, and interact with people in their natural setting. It requires specialized market research tools . The goal is to understand how a subject behaves in a specific setting to identify how different variables in this setting may be interacting with the subject. Field research is used most in the field of social science, such as anthropology and health care professions, as in these fields it is vital to create a bridge between theory and practice.

See Voxco survey software in action with a Free demo.

Methods of Field Research

There are 4 main methods of conducting field research, and they are as follows:

Ethnography

Ethnography is a kind of fieldwork that aims to record and analyse a particular culture, society, or community. This method defines social anthropology, and it usually involves the complete immersion of an anthropologist in the culture and everyday life of the community they are trying to study.

2. Qualitative Interviews

The goal of qualitative interviews is to provide a researcher with a breadth of information that they can sift through in order to make inferences of their sample group. It does so through interviews by directly asking participants questions. There are three types of qualitative interviews; informal, conversational, and open ended.

3. Direct observation

This method of field research involves researchers gathering information on their subject through close visual inspection in their natural setting. The researcher, and in this case the observer, remains unobtrusive and detached in order to not influence the behavior of their subject.

4. Participant Observation

In this method of field research, the researchers join people by participating in certain group activities relating to their study in order to observe the participants in the context of said activity.

Steps to conduct Field Research

The following are some key steps taken in conducting field research:

Identifying and obtaining a team of researchers who are specialized in the field of research of the study.
Identifying the right method of field research for your research topic. The various methods of field research are discussed above. A lot of factors will play a role in deciding what method a researcher chooses, such as duration of the study, financial limitations, and type of study.
Visiting the site/setting of the study in order to study the main subjects of the study.
Analyzing the data collected through field research.
Constructively communicating the results of the field research, whether that be through a research paper or newspaper article etc.

Reasons to conduct Field Research

The following are a few reasons as to why field research is conducted, typically via market research tools :

To understand the context of studies : field research allows researchers to identify the setting of their subjects to draw correlations between how their surroundings may be affecting certain behaviors.
To acquire in-depth and high quality data : Field research provides in-depth information as subjects are observed and analysed for a long period of time.
When there is a lack of data on a certain subject : field research can be used to fill gaps in data that may only be filled through in-depth primary research.

Explore all the survey question types possible on Voxco

Examples of field research.

The following are real studies conducted using field research in order to answer questions about human behavior in certain settings:

William Foote Whyte used participant observation in his 1942 study to answer the question “How is the social structure of a local “slum” organized?”. The study involved over 3 years of participation and observations among an Italian community in Boston’s North End.
Liebow’s study in 1967 involved twenty months of participation and observations among an African American community in Washington, DC, to answer the question “How do the urban poor live?”.
American sociologist, Cheri Jo Pascoe, conducted eighteen months of observations and interviews in a racially diverse working-class high school to answer the question “How is masculinity constructed by and among high school students, and what does this mean for our understanding of gender and sexuality?”.

Advantages of Field Research

Can yield detailed data as researchers get to observe their subjects in their own setting.
May uncover new social facts : Field research can be used to uncover social facts that may not be easily discernible, and that the research participants may also be unaware of.

No tampering of variables as methods of field research are conducted in natural settings in the real world. Voxco’s mobile offline research software is a powerful tool for conducting field research.

Download Market Research Toolkit

Get market research trends guide, Online Surveys guide, Agile Market Research Guide & 5 Market research Template

Making the most of your B2B market research in 2021 PDF 3 s 1.png

Disadvantages of Field Research

Expensive to collect : most methods of field research involve the researcher to immerse themselves into new settings for long periods of time in order to acquire in-depth data. This can be expensive.
Time consuming : Field research is time consuming to conduct.
Information gathered may lack breadth : Field research involves in-depth studies and will usually tend to have a small sample group as researchers may be unable to collect in-depth data from large groups of people.

Explore Voxco Survey Software

+ Omnichannel Survey Software

+ Online Survey Software

+ CATI Survey Software

+ IVR Survey Software

+ Market Research Tool

+ Customer Experience Tool

+ Product Experience Software

+ Enterprise Survey Software

Ad Effectiveness Study

Ad Effectiveness Study SHARE THE ARTICLE ON Table of Contents Advertisement is an age-old method to attract customers towards a brand, its products, and services.

Demographic survey template

Demographic survey template SHARE THE ARTICLE ON Table of Contents Why do you need demographic surveys? As a business, it is important for you to

Field Research : Definition, Examples & Methodology Ad Effectiveness

BPMS SHARE THE ARTICLE ON Share on facebook Share on twitter Share on linkedin Table of Contents BPMS is an abbreviation for “Business Process Management

Market Survey

Market Survey: Uncovering Your Target Market SHARE THE ARTICLE ON Table of Contents In a competitive yet saturated business landscape, staying ahead of the curve

All About Customer Retention Rate

Customer Retention Rate(CRR): Introduction, Calculation, Great Customer, and Ways to Boost SHARE THE ARTICLE ON Share on facebook Share on twitter Share on linkedin Table

What is survey report – purpose and templates

Definition, Templates, and Best Pratices of Survey Report SHARE THE ARTICLE ON Table of Contents The survey report is a document whose purpose is to

We use cookies in our website to give you the best browsing experience and to tailor advertising. By continuing to use our website, you give us consent to the use of cookies. Read More

Covering a story? Visit our page for journalists or call (773) 702-8360.

Scientist looking at the camera and holding up a small circular device slightly larger than a quarter

Field experiments, explained

Editor’s note: This is part of a series called “The Day Tomorrow Began,” which explores the history of breakthroughs at UChicago. Learn more here.

A field experiment is a research method that uses some controlled elements of traditional lab experiments, but takes place in natural, real-world settings. This type of experiment can help scientists explore questions like: Why do people vote the way they do? Why do schools fail? Why are certain people hired less often or paid less money?

University of Chicago economists were early pioneers in the modern use of field experiments and conducted innovative research that impacts our everyday lives—from policymaking to marketing to farming and agriculture.

Jump to a section:

What is a field experiment, why do a field experiment, what are examples of field experiments, when did field experiments become popular in modern economics, what are criticisms of field experiments.

Field experiments bridge the highly controlled lab environment and the messy real world. Social scientists have taken inspiration from traditional medical or physical science lab experiments. In a typical drug trial, for instance, participants are randomly assigned into two groups. The control group gets the placebo—a pill that has no effect. The treatment group will receive the new pill. The scientist can then compare the outcomes for each group.

A field experiment works similarly, just in the setting of real life.

It can be difficult to understand why a person chooses to buy one product over another or how effective a policy is when dozens of variables affect the choices we make each day. “That type of thinking, for centuries, caused economists to believe you can't do field experimentation in economics because the market is really messy,” said Prof. John List, a UChicago economist who has used field experiments to study everything from how people use Uber and Lyft to how to close the achievement gap in Chicago-area schools . “There are a lot of things that are simultaneously moving.”

The key to cleaning up the mess is randomization —or assigning participants randomly to either the control group or the treatment group. “The beauty of randomization is that each group has the same amount of bad stuff, or noise or dirt,” List said. “That gets differenced out if you have large enough samples.”

Though lab experiments are still common in the social sciences, field experiments are now often used by psychologists, sociologists and political scientists. They’ve also become an essential tool in the economist’s toolbox.

Some issues are too big and too complex to study in a lab or on paper—that’s where field experiments come in.

In a laboratory setting, a researcher wants to control as many variables as possible. These experiments are excellent for testing new medications or measuring brain functions, but they aren’t always great for answering complex questions about attitudes or behavior.

Labs are highly artificial with relatively small sample sizes—it’s difficult to know if results will still apply in the real world. Also, people are aware they are being observed in a lab, which can alter their behavior. This phenomenon, sometimes called the Hawthorne effect, can affect results.

Traditional economics often uses theories or existing data to analyze problems. But, when a researcher wants to study if a policy will be effective or not, field experiments are a useful way to look at how results may play out in real life.

In 2019, UChicago economist Michael Kremer (then at Harvard) was awarded the Nobel Prize alongside Abhijit Banerjee and Esther Duflo of MIT for their groundbreaking work using field experiments to help reduce poverty . In the 1990s and 2000s, Kremer conducted several randomized controlled trials in Kenyan schools testing potential interventions to improve student performance.

In the 1990s, Kremer worked alongside an NGO to figure out if buying students new textbooks made a difference in academic performance. Half the schools got new textbooks; the other half didn’t. The results were unexpected—textbooks had no impact.

“Things we think are common sense, sometimes they turn out to be right, sometimes they turn out to be wrong,” said Kremer on an episode of the Big Brains podcast. “And things that we thought would have minimal impact or no impact turn out to have a big impact.”

In the early 2000s, Kremer returned to Kenya to study a school-based deworming program. He and a colleague found that providing deworming pills to all students reduced absenteeism by more than 25%. After the study, the program was scaled nationwide by the Kenyan government. From there it was picked up by multiple Indian states—and then by the Indian national government.

“Experiments are a way to get at causal impact, but they’re also much more than that,” Kremer said in his Nobel Prize lecture . “They give the researcher a richer sense of context, promote broader collaboration and address specific practical problems.”

Among many other things, field experiments can be used to:

Study bias and discrimination

A 2004 study published by UChicago economists Marianne Bertrand and Sendhil Mullainathan (then at MIT) examined racial discrimination in the labor market. They sent over 5,000 resumes to real job ads in Chicago and Boston. The resumes were exactly the same in all ways but one—the name at the top. Half the resumes bore white-sounding names like Emily Walsh or Greg Baker. The other half sported African American names like Lakisha Washington or Jamal Jones. The study found that applications with white-sounding names were 50% more likely to receive a callback.

Examine voting behavior

Political scientist Harold Gosnell , PhD 1922, pioneered the use of field experiments to examine voting behavior while at UChicago in the 1920s and ‘30s. In his study “Getting out the vote,” Gosnell sorted 6,000 Chicagoans across 12 districts into groups. One group received voter registration info for the 1924 presidential election and the control group did not. Voter registration jumped substantially among those who received the informational notices. Not only did the study prove that get-out-the-vote mailings could have a substantial effect on voter turnout, but also that field experiments were an effective tool in political science.

Test ways to reduce crime and shape public policy

Researchers at UChicago’s Crime Lab use field experiments to gather data on crime as well as policies and programs meant to reduce it. For example, Crime Lab director and economist Jens Ludwig co-authored a 2015 study on the effectiveness of the school mentoring program Becoming a Man . Developed by the non-profit Youth Guidance, Becoming a Man focuses on guiding male students between 7th and 12th grade to help boost school engagement and reduce arrests. In two field experiments, the Crime Lab found that while students participated in the program, total arrests were reduced by 28–35%, violent-crime arrests went down by 45–50% and graduation rates increased by 12–19%.

The earliest field experiments took place—literally—in fields. Starting in the 1800s, European farmers began experimenting with fertilizers to see how they affected crop yields. In the 1920s, two statisticians, Jerzy Neyman and Ronald Fisher, were tasked with assisting with these agricultural experiments. They are credited with identifying randomization as a key element of the method—making sure each plot had the same chance of being treated as the next.

The earliest large-scale field experiments in the U.S. took place in the late 1960s to help evaluate various government programs. Typically, these experiments were used to test minor changes to things like electricity pricing or unemployment programs.

Though field experiments were used in some capacity throughout the 20th century, this method didn’t truly gain popularity in economics until the 2000s. Kremer and List were early pioneers and first began experimenting with the method in the 1990s.

In 2004, List co-authored a seminal paper defining field experiments and arguing for the importance of the method. In 2008, he and UChicago economist Steven Levitt published another study tracing the history of field experiments and their impact on economics.

In the past few decades, the use of field experiments has exploded. Today, economists often work alongside NGOs or nonprofit organizations to study the efficacy of programs or policies. They also partner with companies to test products and understand how people use services.

There are several ethical discussions happening among scholars as field experiments grow in popularity. Chief among them is the issue of informed consent. All studies that involve human test subjects must be approved by an institutional review board (IRB) to ensure that people are protected.

However, participants in field experiments often don’t know they are in an experiment. While an experiment may be given the stamp of approval in the research community, some argue that taking away peoples’ ability to opt out is inherently unethical. Others advocate for stricter review processes as field experiments continue to evolve.

According to List, another major issue in field experiments is the issue of scale . Many experiments only test small groups—say, dozens to hundreds of people. This may mean the results are not applicable to broader situations. For example, if a scientist runs an experiment at one school and finds their method works there, does that mean it will also work for an entire city? Or an entire country?

List believes that in addition to testing option A and option B, researchers need a third option that accounts for the limitations that come with a larger scale. “Option C is what I call critical scale features. I want you to bring in all of the warts, all of the constraints, whether they're regulatory constraints, or constraints by law,” List said. “Option C is like your reality test, or what I call policy-based evidence.”

This problem isn’t unique to field experiments, but List believes tackling the issue of scale is the next major frontier for a new generation of economists.

Hero photo copyright Shutterstock.com

More Explainers

Improv, Explained

Illustration of cosmic rays making contact with Earth

Cosmic rays, explained

Get more with UChicago News delivered to your inbox.

Graduates reflect on their College journey: ‘We made it here together’

Procession of bagpipe players and drum. A banner reading "Class of '24

Class of 2024 reflects on how UChicago shaped their careers

Big Brains podcast: Learning to speak to whales using AI

Go 'Inside the Lab' at UChicago

Explore labs through videos and Q and As with UChicago faculty, staff and students

Two scholars to receive honorary degrees at UChicago’s 2024 Convocation

Inside the Lab

He Lab: Using the science of RNA to feed the world

Around uchicago.

Photo of a large gothic-style cathedral with students walking up the steps on a sunny day

Around Campus

Rockefeller Chapel renovation to add beauty, functionality to historic landmark

Quantrell and PhD Teaching Awards

UChicago announces 2024 winners of Quantrell and PhD Teaching Awards

Campus News

Project to improve accessibility, sustainability of Main Quadrangles

National Academy of Sciences

Five UChicago faculty elected to National Academy of Sciences in 2024

UChicago women’s tennis team wins first NCAA title

UChicago men's tennis team pose with the national championship banner after winning the NCAA Division III title

UChicago men’s tennis team storms back to win NCAA championship

Biological Sciences Division

“You have to be open minded, planning to reinvent yourself every five to seven years.”

Prof. Chuan He faces camera smiling with hands on hips with a chemistry lab in the background

UChicago Class Visits

Atop a Chilean mountain, undergraduate students make cutting-edge astronomical observations

Search the site GO Please fill out this field.
Newsletters

New Research Links High Testosterone Levels With This Common Heart Condition

A new study found a link between higher testosterone levels in older men and an increased risk of developing atrial fibrillation, or AFib.
The findings build off a previous study showing that men with cardiovascular disease risk factors taking testosterone-replacement therapy had a higher risk of AFib.
More research examining the relationship between testosterone levels and AFib risk is necessary, but experts say it's important that people weight the risks and benefits when considering testosterone replacement therapy.

A new study has linked high testosterone levels in healthy older men with an increased risk of developing atrial fibrillation, which is a common cardiac condition that raises the chances of stroke.

The research builds off previous studies finding a relationship between testosterone levels and atrial fibrillation , commonly known as AFib. Most recently, a clinical trial called the Testosterone Replacement Therapy for Assessment of Long-term Vascular Events and Efficacy Response in Hypogonadal Men (TRAVERSE) study found that men with cardiovascular disease risk factors taking testosterone-replacement therapy, or TRT, may have a higher risk of AFib.

But the new findings, published in the journal The Lancet , suggest that men with naturally higher levels of testosterone and no heart disease risk factors may also have an elevated Afib risk.

“Our results show that even in healthy men aged over 70 years with no prior history of cardiovascular disease—including AFib—the risk between higher testosterone concentrations and AFib is still present,” lead study author Cammie Tran, MPH , a researcher at Monash University in Australia, told Health .

Though the study doesn’t prove causation, Tran said it suggests AFib “may be an adverse consequence” of higher testosterone concentrations. “Clinicians should be aware of this risk when assessing testosterone concentrations in older men,” she said.

ljubaphoto / Getty Images

What Is AFib?

AFib is the most common form of treated irregular heartbeat or arrhythmia. About 70% of people with AFib are between the ages of 65 and 85 years, with rates about equal for men and women. An estimated 12.1 million people will have AFib in the United States by 2030, according to the Centers for Disease Control and Prevention.

People with Afib have upper and lower chambers of the heart that don’t coordinate properly, causing the heart to beat abnormally—too slow, too fast, or irregularly. Some people have no symptoms, while others may feel fluttering in the chest, lightheadedness, shortness of breath, or chest pain. The condition causes about one in seven strokes , which tend to be more severe when caused by Afib.

The Link Between AFib and Testosterone

Tran’s team wanted to examine Afib risk among healthy older men not taking testosterone.

To investigate this relationship, researchers gathered data on 4,570 men enrolled in the ASPREE clinical trial, a long-term examination of the effects of aspirin on health in older adults.

The participants, who were aged 70 or older, had no history of cardiovascular disease , prostate cancer, thyroid disease, dementia, or other life-threatening illnesses.

The men provided blood and urine samples at the start of the study, and researchers followed up with them every six months for an average of three to five years. During that time, 286 men developed AFib.

Controlling for age, smoking status, and body mass index, the scientists found that men who developed AFib had higher initial average testosterone levels than those who didn’t—17 nanomoles per liter (nmol/L) vs. 15.7 nmol/L. Men with the highest testosterone levels had a greater risk of AFib compared to those with testosterone concentrations in the middle of the range.

“Our results show that the risk between testosterone and AFib is present in the highest 40% of testosterone concentrations,” Tran said. “So you can see that it is not uncommon to fall within this ‘at risk’ group.”

The relationship between testosterone and AFib risk was nonlinear, meaning that men whose testosterone levels fell below normal also had higher odds of developing AFib.

“The non-linear relationship suggests that the risk of AFib could be lowered by keeping testosterone concentrations within the mid-range of the clinical normal range,” Tran said.

The findings reinforce the TRAVERSE study results, Steven Nissen, MD , a cardiologist at Cleveland Clinic who led that research, told Health. They “make the point that there appears to be this relationship between testosterone levels and atrial fibrillation.”

Megan Kamath, MD , a cardiologist at UCLA Health, told Health that the study shows that an “assessment of a patient's total risk for atrial fibrillation given their age, comorbidities, and other medical considerations should be done when considering testosterone supplementation.”

However, she added that more research is necessary to understand how testosterone levels affect Afib risk.

Lingering Questions Remain

The study has several limitations. “Sample collection did not occur at a regular time of day,” Tran said, despite circadian rhythms being a known influencer of testosterone concentration.

Additionally, other sex hormones such as estradiol, free testosterone, dihydrotestosterone (DHT), and sex hormone binding globulin (SHGB) weren’t measured, per Tran, “restricting our ability to consider possible mechanisms” behind testosterone’s potential effect on Afib risk.

So far, research hasn’t uncovered exactly why testosterone might be related to heart health. But Tran suggested several possibilities.

Some evidence shows that people with higher testosterone have shorter telomeres, which research has associated with a higher risk of AFib.

“Other studies suggest that testosterone’s conversion to estradiol relates to expression of genes in fat at the surface of the heart, or that testosterone increases expression of receptors or excitability in heart tissues, predisposing to AF,” she added.

However, “these possibilities need to be examined further,” she said.

Implications for People Considering Testosterone Replacement Therapy

People with low testosterone levels might be interested in or prescribed testosterone replacement therapy to raise circulating levels of the hormone.

However, the study authors said that despite its limitations, the research reinforces the need for patients and medical providers to weigh both risks and benefits when considering TRT.

Sharing an accurate and complete medication list with doctors can help them make this calculation, Kamath emphasized.

If you opt for TRT, she said to pay attention to any new symptoms and share them with a medical professional. People with high testosterone levels may experience a number of symptoms , including:

Excessive body hair
Aggressive or risk-taking behaviors
High blood pressure
Increased appetite

Tran C, Yeap BB, Ball J, et al. Testosterone and the risk of incident atrial fibrillation in older men: further analysis of the ASPREE study . EClinicalMedicine . 2024;72:102611-102611. doi:https://doi.org/10.1016/j.eclinm.2024.102611

Lincoff AM, Bhasin S, Flevaris P, et al. Cardiovascular safety of testosterone-replacement therapy . N Engl J Med . 2023;389(2):107-117. doi:10.1056/NEJMoa2215025

Karamichalakis N, Letsas KP, Vlachos K, et al. Managing atrial fibrillation in the very elderly patient: challenges and solutions . Vasc Health Risk Manag . 2015;11:555-562. doi:10.2147/VHRM.S83664

Centers for Disease Control and Prevention. About atrial fibrillation .

Your browser is set to private mode. To continue reading, please log in or subscribe.

Get unlimited access today for only

$9.99 / month

Subscribe now

Study: Sun’s magnetic field closer to surface than previously thought

Finding could help predict periods of extreme solar storms.

This image provided by NASA’s Solar Dynamics Observatory shows a solar flare, right, on May 14, 2024, captured in the extreme ultraviolet light portion of the spectrum colorized in red and yellow. An international team of mathematicians and scientists reported Wednesday, May 22, 2024, that the sun’s magnetic field originates much closer to the surface than previously thought.

CAPE CANAVERAL, Fla. — New research indicates the sun’s magnetic field originates much closer to the surface than previously thought, a finding that could help predict periods of extreme solar storms like the ones that slammed Earth last month.

The magnetic field appears to generate 20,000 miles beneath the sun’s surface. Previous calculations put the roots of this process more than 130,000 miles below, an international team reported Wednesday.

The sun’s intense magnetic energy is the source of solar flares and eruptions of plasma known as coronal mass ejections. When directed toward Earth, they can create stunning auroras but also disrupt power and communications.

“We still don’t understand the sun well enough to make accurate predictions” of space weather, lead author Geoffrey Vasil of the University of Edinburgh wrote in an email.

The latest findings published in the journal Nature “will be an important step toward finally resolving” this mysterious process known as solar dynamo, added co-author Daniel Lecoanet of Northwestern University.

Galileo was among the first astronomers to turn a telescope skyward and study sunspots, back in the early 1600s. Solar flares and coronal mass ejections tend to occur near sunspots, dark patches as big as Earth that are located near the most intense portions of the sun’s shifting magnetic field.

Vasil and his team developed new models of the interaction between the sun’s magnetic field and the flow of plasma, which varies at different latitudes during an 11-year cycle. They fed their calculations into a NASA supercomputer in Northern California — the same one used in the 2015 movie “The Martian” to verify the best flight path to rescue the main character. The results suggested a shallow magnetic field and additional research is needed to confirm this.

The modeling was “highly simplified,” University of Wisconsin-Madison’s Ellen Zweibel, who was not part of the team, wrote in an accompanying editorial.

The results are intriguing and “sure to inspire future studies,” Zweibel said.

The new knowledge should improve long-term solar forecasts, allowing scientists to better predict the strength of our star’s future cycles. The sun is approaching its peak level of activity in the current 11-year cycle, thus the recent flareups.

Strong solar flares and outbursts of billions of tons of plasma last month unleashed severe solar storms that produced auroras in unexpected places. Recently, the sun spewed out the biggest solar flare in almost 20 years, but it steered clear of Earth.

Better understanding of the sun can ensure “we are prepared for when the next storm — potentially much more dangerous — hits Earth,” Lecoanet said.

A tale of two worms: How my research is advancing the field of epigenetics

Have you ever wondered how a cell knows whether it’s supposed to be skin or muscle? Or philosophized about “nature vs. nurture,” that is, how contributions from both genetics and the environment influence physical phenotypes? Epigenetics, a relatively new field in biology, helps explain the mechanistic basis for this phenomenon—and is the field I have chosen to dedicate my doctoral studies at the University of Utah.

Audrey Brown

I sometimes find the easiest way to describe epigenetics is using a metaphor. Imagine that the DNA within a cell is an instruction manual. It contains all the instructions necessary for cellular functions — but this manual can also be modified. Epigenetic modifications (“epi” meaning “on top of”) are like “sticky-notes,” a set of additional instructions on top of the manual. These notes contain directions like “make more of this gene here” or “turn this gene off completely.” In reality, these notes take the form of chemical tags added to the DNA itself or to proteins associated with the DNA. Scientists like myself and my colleagues in Michael Werner’s lab at the School of Biological Sciences are trying to understand what type of information each of these modifications encodes, and how the set of modifications is changed by external environmental factors.

Model organisms—most commonly certain species of worm, fruit fly or fish—are useful tools for understanding the functions of epigenetic mechanisms. Just like how we learn to solve “1+1” before “192+309,” we study fundamental biological problems in simple systems, and then generalize these results to more complex organisms, including humans. I study the humble roundworms Caenorhabditis elegans and Pristionchus pacificus. In the Werner lab, we use these worms, which shared a common ancestor between 80 million and 200 million years ago, to determine how environmental factors affect simple phenotypes, connect these variations to underlying epigenetic mechanisms, and compare the epigenetic evolutionary differences between these two species.

I recently co-authored a paper in Genetics addressing this last point . For this study, we created and compared lists of all the epigenetic genes present in these two worms. For the most part they contained a similar repertoire of epigenetic genes, yet we found one striking difference: P. pacificus is missing an epigenetic protein complex called PRC2. This was a surprising result since PRC2 is one of the most conserved epigenetic protein complexes, and is essential for various cellular functions, including cell differentiation and gene repression. So how is P. pacificus able to survive without it? We found one clue with the help of Ofer Rog’s lab at the U. We were able to detect the enzymatic output of the PRC2 complex (i.e. the specific “sticky-note” it writes), which led us to conclude that a different, yet unknown enzyme has taken over the function of PRC2 in P. pacificus.

In general, epigenetics can explain how a seemingly static set of instructions (DNA) can be influenced by environmental and other external factors. Our new study provides insight into the evolution of these mechanisms — the loss of PRC2 indicates that while the “players may have changed, the game remains the same.” In other words, the same set of conserved epigenetic modifications may be maintained by a separate set of enzymes in different organisms.

Thank you to all those who have collaborated on this project, including the Rog lab here at the University of Utah. If you are interested in learning more, you can find our new study in Genetics.

Audrey Brown is the lead author on the study, titled “ Characterization of the Pristionchus pacificus ‘epigenetic toolkit’ reveals the evolutionary loss of the histone methyltransferase complex PRC2 .” It appeared in the May 2024 edition the journal Genetics . Authors included Utah colleagues Michael Werner, Ofer Rog and Spencer Gordon, along with scientists from the University of Tubingen and European Molecular Biology Laboratory in Germany and University of Exeter in the U.K. This research was supported by a grant from the National Institute of General Medical Sciences and U startup funds.

Research explores how heavy metal singers scream and squeal, new light-filtering lenses to combat migraine, perinatal mental health: challenges and hope for mothers, in turkey, wolves and people have shared a landscape for generations, animal research matters, university of utah included in noaa’s $7m weather forecasting initiative, green gentrification cycle: double-edged sword of environmental justice, gardner institute releases new utah demographic data, celebrating ‘the hive’.

Groundbreaking progress in quantum physics: How quantum field theories decay and fission

A simple concept of decay and fission of 'magnetic quivers' helps to clarify complex quantum physics and mathematical structures.

An international research team around Marcus Sperling, a researcher at the Faculty of Physics, University of Vienna, has sparked interest in the scientific community with pioneering results in quantum physics: In their current study, the researchers reinterpret the Higgs mechanism, which gives elementary particles mass and triggers phase transitions, using the concept of "magnetic quivers." The work has now been published in the journal " Physical Review Letters ."

The foundation of Marcus Sperling's research, which lies at the intersection of physics and mathematics, is Quantum Field Theory (QFT) -- a physical-mathematical concept within quantum physics focused on describing particles and their interactions at the subatomic level. Since 2018, he has developed the so-called "magnetic quivers" along with colleagues -- a graphical tool that summarizes all the information needed to define a QFT, thus displaying complex interactions between particle fields or other physical quantities clearly and intuitively.

Metaphorical Magnetic Quivers

A quiver consists of directed arrows and nodes. The arrows represent the quantum fields (matter fields), while the nodes represent the interactions -- e.g., strong, weak, or electromagnetic -- between the fields. The direction of the arrows indicates how the fields are charged under the interactions, e.g., what electric charge the particles carry. Marcus Sperling explains, "The term 'magnetic' is also used metaphorically here to point to the unexpected quantum properties that are made visible by these representations. Similar to the spin of an electron, which can be detected through a magnetic field, magnetic quivers reveal certain properties or structures in the QFTs that may not be obvious at first glance." Thus, they offer a practical way to visualize and analyze complex quantum phenomena, facilitating new insights into the underlying mechanisms of the quantum world.

Supersymmetric QFTs

For the current study, the stable ground states (vacua) -- the lowest energy configuration in which no particles or excitations are present -- in a variety of "supersymmetric QFTs" were explored. These QFTs, with their simplified space-time symmetry, serve as a laboratory environment, as they resemble real physical systems of subatomic particles but have certain mathematical properties that facilitate calculations. FWF START award winner Sperling said, "Our research deals with the fundamentals of our understanding of physics. Only after we have understood the QFTs in our laboratory environment can we apply these insights to more realistic QFT models." The concept of magnetic quivers -- one of the main research topics of Sperling's START project at the University of Vienna -- was used as a tool to provide a precise geometric description of the new quantum vacua.

Decay & Fission: Higgs Mechanism Reinterpreted

With calculations based on linear algebra, the research team demonstrated that -- analogous to radioactivity in atomic nuclei -- a magnetic quiver can decay into a more stable state or fission into two separate quivers. These transformations offer a new understanding of the Higgs mechanism in QFTs, which either decay into simpler QFTs or fission into separate, independent QFTs. Physicist Sperling stated, "The Higgs mechanism explains how elementary particles acquire their mass by interacting with the Higgs field, which permeates the entire universe. Particles interact with this field as they move through space -- similar to a swimmer moving through water." A particle that has no mass usually moves at the speed of light. However, when it interacts with the Higgs field, it "sticks" to this field and becomes sluggish, leading to the manifestation of its mass. The Higgs mechanism is thus a crucial concept for understanding the fundamental building blocks and forces of the universe. Mathematically, the "decay and fission" algorithm is based on the principles of linear algebra and a clear definition of stability. It operates autonomously and requires no external inputs. The results achieved through physics-inspired methods are not only relevant in physics but also in mathematical research: They offer a fundamental and universally valid description of the complex, intertwined structures of the quantum vacua, representing a significant advance in mathematics.

Quantum Physics
Spintronics
Quantum Computing
Spintronics Research
Quantum Computers
Computers and Internet
Particle physics
Subatomic particle
Electron configuration
John von Neumann
Introduction to quantum mechanics
Quantum mechanics
Wave-particle duality
Supercomputer

Story Source:

Materials provided by University of Vienna . Note: Content may be edited for style and length.

Journal Reference :

Antoine Bourget, Marcus Sperling, Zhenghao Zhong. Decay and Fission of Magnetic Quivers . Physical Review Letters , 2024; 132 (22) DOI: 10.1103/PhysRevLett.132.221603

Cite This Page :

Explore More

Over 60% of US People Likely to Have CVD by 2050
Gigantic Jurassic Pterosaur Fossil Unearthed
Bringing Back an Ancient Bird
How Quantum Field Theories Decay and Fission
River Nile's Evolution During Ancient Egypt
Giraffes: Need to Feed Drove Long Neck
More Effective Multipurpose Robots
CO2 Conversion at a Much Larger Scale
The Embryo Assembles Itself
Thawing Permafrost: Not A Tipping Point

MIT News | Massachusetts Institute of Technology

Machine learning
Social justice
Black holes
Classes and programs

Departments

Aeronautics and Astronautics
Brain and Cognitive Sciences
Architecture
Political Science
Mechanical Engineering

Centers, Labs, & Programs

Abdul Latif Jameel Poverty Action Lab (J-PAL)
Picower Institute for Learning and Memory
Lincoln Laboratory
School of Architecture + Planning
School of Engineering
School of Humanities, Arts, and Social Sciences
Sloan School of Management
School of Science
MIT Schwarzman College of Computing

Scientists identify mechanism behind drug resistance in malaria parasite

Press contact :.

View of the torso of a woman wearing a white lab coat and gloves in a lab holding a petri dish with green material oozing in one hand and a small pipette in the other hand

Previous image Next image

Share this news article on:

Satellite-based method measures carbon in peat bogs

Four researchers surround a mass spectrometer

Newly discovered bacterial communication system aids antimicrobial resistance

Aerial view of the city of Singapore on a sunny day

SMART launches research group to advance AI, automation, and the future of work

Four researchers in white lab coats and blue nitrile gloves pose at a bench

A novel combination therapy counters antibiotic-resistant Mycobacterium abscessus infections

Previous item Next item

More MIT News

An MIT Sailboat bearing the number 1 on its sail on the Charles River

QS ranks MIT the world’s No. 1 university for 2024-25

Read full story →

Illustrated blue and purple motion-blurred spheres travel a path resembling a highway

Physicists create five-lane superhighway for electrons

A clear drug vial with a syringe on a white background, seen from above

Study models how ketamine’s molecular action leads to its effects on the brain

16 people pose between rows of large columns

SPURS Fellowships offer time out to reflect, learn, and connect

Sukrit Puri, wearing a turban and a white button-down shirt, stands in front of a curved railing against a yellow wall.

All in the family

Closeup view of a microscopic device focusing on 3 golden prongs emanating from a purple circular shape against a green backdrop

Ultrasound offers a new way to perform deep brain stimulation

More news on MIT News homepage →

Massachusetts Institute of Technology 77 Massachusetts Avenue, Cambridge, MA, USA

Map (opens in new window)
Events (opens in new window)
People (opens in new window)
Careers (opens in new window)
Accessibility
Social Media Hub
MIT on Facebook
MIT on YouTube
MIT on Instagram

Admissions & Records
Apply for Admission
Admissions & Records Office
Records & Transcripts
Registration Information
Transfer Information
Forms & Downloads
Academic Advising & Access
Disability Support Services
First Year Students
High School Students
Latino Outreach
Placement Options
Testing Services

Financial Aid

Apply for FAFSA
Financial Aid Office
Fees & Deadlines
Financial Aid Forms
Nevada Promise
Types of Financial Aid
Dates & Policies
Academic Areas
Accreditation
Degrees & Certificates
Workforce Development
2024 - 2025 Program Guide
College Catalog
myWNC Browse Course Catalog
Dates & Deadlines
Adult Education
Continuing Education
High School Programs
Online Degree Programs
Prison Program
MGM Opportunity Program
ROADS Training Support
SANDI Tuition Support

Information

Academic Calendar
Academic Coaching
Class Schedule
Academic Program Guide
Liberal Arts and Sciences
Nursing and Allied Health
Workforce, Career & Technical Education
Ask A Librarian
Computer Check Out
Contact Library
Reserve Space
Wireless Access
Student Resources
Testing Center

Student Community

Wildcat Life
Wildcat Wellness
Wildcat Reserve/Food Pantry
Wildcat Den
Veterans Resource Center
Student Government
Clubs & Organizations
First Year Experience
WNC Anywhere

Campus Community

Art Galleries
Child Development Center
Police Services
Performing Arts
Observatory
Student Bookstore
News & Events
Emergency Preparedness
Fallon Campus

Administrative Offices

Budget Office
Computing Services
Controller’s Office
Environmental Health & Safety
Facilities Management
Foundation Office
Human Resources Office
Institutional Research
Library & Media Services
President's Office

College Information

Tour Campus & View Maps
President's Welcome

Western Nevada College News

Psychology professor takes students to conference in s.f., thanks to donation, fundraising, may 16, 2024.

WNC Professor of Psychology Dr. Rebecca Bevans and Psychology Instructor Jolene Coverston recently took six students to the Western Psychological Association Convention in San Francisco.

Most Recent News

Sometimes it takes a trip outside the classroom to enlighten students and make them aware of career possibilities and motivate them in their chosen field.

For Western Nevada College Professor Psychology Dr. Rebecca Bevans and six of her students, a field trip to San Francisco during the end of spring semester accomplished this purpose.

They attended the four-day Western Psychological Association Convention, learning that scientific research isn’t so boring after all and there are topics and issues that can shape their course of study in the future.

“They were all bitten by the research bug and I could not be happier,” Dr. Bevans said. “Do you know how hard it is to get students interested in research? Let's just say that research is not exciting to everyone. But now I have a team of researchers, and we will be working out our plans this summer, and conducting some research this coming fall.”

The educational trip was made possible because of the WNC Psychology Club’s fundraising efforts which were matched by a generous WNC Foundation donor.

Dr. Bevans first attended the conference as a graduate student at the University of Nevada, Reno, but her obligation as a presenter kept her from enjoying the full experience of the conference.

“As a professor, I knew that taking some of our students to a conference could be life-changing,” she said. “Every time I attend the Western Psychological Association conference, I am left with a head full of the newest research in psychology. It is an amazing experience and one that I knew would be life changing for some of our students who are just beginning their journey into psychology.”

For the half-dozen students who accompanied Dr. Bevans and instructor Jolene Coverston to San Francisco, it was an opportunity to see what the psychology field has to offer them in the future.

“To me, one of the most important things that I learned was how vast the world of psychology truly is,” psychology student Thomas Shumway said. “Getting to learn the specific details of how research works in many of those varying parts of psychology was very informative for me and was just incredibly interesting.”

Added student Will Webster, “During this trip, I got to learn about positive psychology, consenting non-monogamous relationships, the retold story about the Stanford prison experiment, and many more. All the speakers went into pretty great detail of all their studies and experiments. While Mrs. Bevans was extremely helpful in explaining any parts that confused me.”

Shumway and Webster shared these experiences with other conference attendees from WNC, including students Yamaa Daoudi, Michael Marketti, Lilly Bacon and Angel Polvorosa.

“That experience of bonding with people who are equally and even more passionate about psychology was so refreshing to me,” Shumway said. “Listening and talking to people who are passionate about similar topics to me helped me understand topics I couldn't quite wrap my head around before; it also challenged me quite a bit.”

Webster said that their professor’s presence provided them with a better understanding of the conference, including the studies and experiments.

“It was amazing; I loved the experience the entire time,” Webster said. ‘Having Dr. Bevans there, being able to explain the confusing parts, and to be able to learn more from people who share the same passion will be an experience I will never forget. You could really tell that Dr. Bevans was taking the time to explain studies, experiments and other psychology related material along the way.”

Their interest and views about research changed 180 degrees during the conference.

“All of us became interested in research because we were given the chance to meet the people behind said research,” Shumway said. “Meeting them helped us put research into a new perspective I think, and to me at least, that new perspective made me much more intrigued by the research topics we had discussed.”

To learn more about WNC’s psychology program, email Dr. Bevans at [email protected] .

IMAGES

What is Field Research: Definition, Methods, Examples and Advantages
How to Conduct Field Research Study?
How to Conduct Field Research Study?
Field Research: What Is It and When to Use It?
Field Research : Definition, Examples & Methodology- Voxco
How to Conduct Field Research Study?

VIDEO

StatReview Lecture03
What is Field Study? (क्षेत्रीय अध्ययन)
July 11, 2022 || applications of social psychology|| IGNOU bpcs 188 IGNOU|| field study research
Research Field Workers [Qualification, Supervision, Evaluation]
Field Study & Research Programme (FSRP)
Field Work in Geography| ETHICS OF FIELD WORK |Session: 5

COMMENTS

What is Field Research: Definition, Methods, Examples and Advantages
Disadvantages of Field Research. The disadvantages of field research are: The studies are expensive and time-consuming and can take years to complete. It is very difficult for the researcher to distance themselves from a bias in the research study. The notes have to be exactly what the researcher says but the nomenclature is very tough to follow.
Field Studies
A field study is a type of context research that takes place in the user's natural environment (sometimes referred to as in situ, Latin for "in place") as opposed to a lab or an orchestrated setting. Other research methods like secondary (desk) research, diary studies, unmoderated usability testing, remote - or lab-moderated (in-person ...
Field research
Field research, field studies, or fieldwork is the collection of raw data outside a laboratory, library, or workplace setting. The approaches and methods used in field research vary across disciplines. For example, biologists who conduct field research may simply observe animals interacting with their environments, whereas social scientists ...
Field Research: What is it?
Field research is a qualitative method of data collection aimed at understanding, observing, and interacting with people in their natural settings. In the context of research, observation is more than just looking. It involves looking in a planned and strategic way with a purpose (Palys & Atchison, 2014, p. 189).
What is Field Research? Definition, Types, Examples
Field research holds the answer. Field research is like stepping into the world around us to study things as they naturally happen. It's about going beyond the confines of a lab or a controlled environment to observe, interact with, and collect data from people, communities, or natural settings.
Field Research: A Graduate Student's Guide
In a nutshell, fieldwork will allow researchers to use different techniques to collect and access original/primary data sources, whether these are qualitative, quantitative, or experimental in nature, and regardless of the intended method of analysis. 2. But fieldwork is not just for data collection as such.
Field Study Definition, Methods & Examples
What is Field Study? Field study is a method of research that involves collecting data outside of a laboratory or experimental setting. Also called field research, or fieldwork, this method ...
12.1 Field Research: What it is?
Field research is a qualitative method of data collection aimed at understanding, observing, and interacting with people in their natural settings. In the context of research, observation is more than just looking. It involves looking in a planned and strategic way with a purpose (Palys & Atchison, 2014, p. 189).
Types of Research Designs Compared
Field research takes place in a natural or real-world setting, ... But the type of research is only the first step: next, you have to make more concrete decisions about your research methods and the details of the study. Read more about creating a research design. Other interesting articles.
LibGuides: Qualitative study design: Field research
Field research is often referred to interchangeably as "participant observation". Participant observation is a type of field research where the researcher is an active participant in the everyday life, habits, or beliefs of the field alongside members. An example of this might be where a researcher goes into a hospital and works alongside ...
Field Research explained
The definition of Field research. Field research is a qualitative research method that focuses on observing and understanding individuals, groups, communities or society as a whole. It aims to capture authentic and contextual data by immersing researchers in the environments they study. Through direct observation and interaction with subjects ...
How to Conduct Field Research Study?
What is Field Research? Field research is a process where data is collected through a qualitative method. The objective of field study is to observe and interpret the subject of study in its natural environment.It is used in the field of study of humans and health care professions. Furthermore, it connects theory and practical research study by qualitatively analyzing the data.
Dovetail
We would like to show you a description here but the site won't allow us.
What Is Field Research?: Definition, Types and Examples
Field research for this study includes qualitative interviews and direct observation to determine a relationship between factors such as reading levels, brain functions and individual development. Performing analysis of the collected data allows you to determine common connections between reading and brain development in individuals and ...
Embracing field studies as a tool for learning
Rethinking field studies requires changes in approaches to context selection, study design flexibility, data sources and research transparency. Context selection for validation field studies is ...
What is Field Research: Meaning, Examples, Pros & Cons
Introduction. Field research is a method of research that deals with understanding and interpreting the social interactions of groups of people and communities by observing and dealing with people in their natural settings. The field research methods involve direct observation, participant observation, and qualitative interviews.
Field Research: What Is It and When to Use It?
Field research is a method that was originally crafted by anthropologists for the purpose of cultural understanding and interpretation (Wolcott, 2008). ... Soon a number of sociologists had embraced this new method and adapted field research for their own studies of groups. Many of the early field researchers in sociology were former social ...
Field Research
Field research refers to gathering primary data from a natural environment without doing a lab experiment or a survey. It is a research method suited to an interpretive framework rather than to the scientific method. To conduct field research, the sociologist must be willing to step into new environments and observe, participate, or experience ...
Field Research: A Qualitative Technique
Field research is an excellent method for understanding the role of social context in shaping people's lives and experiences. It enables a greater understanding of the intricacies and complexities of daily life. Field research may also uncover elements of people's experiences or of group interactions of which we were not previously aware.
(PDF) Field Research: A Graduate Student's Guide
Based on the experience of five junior scholars, this paper offers answers to questions that graduate students puzzle over, often without the benefit of others' "lessons learned.". This ...
Getting to the Source: The Importance of Field Research
Field research strengthens academic rigor, theories and methodologies, complements desk research and brings a different vantage point to understanding conflict. One constant risk in academic research is the tendency to be reductionist, and to focus on an isolated issue and miss the dynamic connections between it and its wider context.
Field Research : Definition, Examples & Methodology- Voxco
Identifying the right method of field research for your research topic. The various methods of field research are discussed above. A lot of factors will play a role in deciding what method a researcher chooses, such as duration of the study, financial limitations, and type of study. Visiting the site/setting of the study in order to study the ...
What is a field experiment?
Field experiments, explained. Editor's note: This is part of a series called "The Day Tomorrow Began," which explores the history of breakthroughs at UChicago. Learn more here. A field experiment is a research method that uses some controlled elements of traditional lab experiments, but takes place in natural, real-world settings.
High Testosterone Levels Linked to Increased AFib Risk, Study ...
A new study found a link between higher testosterone levels and an increased risk of atrial fibrillation, or AFib. The research builds off a previous study that revealed a higher incidence of AFib ...
Full article: Five Decades of Research on Women and Terrorism
The Complexities of Studying Women and Terrorism. Reviewing the current state of the literature has a long and important history in academia and has proved particularly important for the young field of terrorism studies, Footnote 5 which has, over the years, leveled much criticism against itself, even while making significant and positive changes within the field.
Study: Sun's magnetic field closer to surface than previously thought
CAPE CANAVERAL, Fla. — New research indicates the sun's magnetic field originates much closer to the surface than previously thought, a finding that could help predict periods of extreme solar ...
A tale of two worms: How my research is advancing the field of
Audrey Brown is the lead author on the study, titled "Characterization of the Pristionchus pacificus 'epigenetic toolkit' reveals the evolutionary loss of the histone methyltransferase complex PRC2."It appeared in the May 2024 edition the journal Genetics.Authors included Utah colleagues Michael Werner, Ofer Rog and Spencer Gordon, along with scientists from the University of Tubingen ...
Groundbreaking progress in quantum physics: How quantum field theories
An international research team has sparked interest in the scientific community with results in quantum physics. In their current study, the researchers reinterpret the Higgs mechanism, which ...
Scientists identify mechanism behind drug resistance in malaria
The study describes how tRNA modification can alter the parasite's response to ART and help it survive ART-induced stress by changing its protein expression profile, making the parasite more resistant to the drug. ... Epitranscriptomics is an emerging field in malaria research and plays a crucial role in how malaria parasites develop and ...
Psychology Professor Takes Students to Conference in S.F., Thanks to
Sometimes it takes a trip outside the classroom to enlighten students and make them aware of career possibilities and motivate them in their chosen field. For Western Nevada College Professor Psychology Dr. Rebecca Bevans and six of her students, a field trip to San Francisco during the end of spring semester accomplished this purpose. They attended the four-day Western Psychological ...

What is Field Research: Definition, Methods, Examples and Advantages

What is Field Research?

Methods of Field Research

Steps in Conducting Field Research

Field Research Notes

Types of Field Research Notes

Reasons to Conduct Field Research

Examples of Field Research

Advantages of Field Research

Disadvantages of Field Research

MORE LIKE THIS

Why Multilingual 360 Feedback Surveys Provide Better Insights

Raked Weighting: A Key Tool for Accurate Survey Results

Top 8 Data Trends to Understand the Future of Data

Top 12 Interactive Presentation Software to Engage Your User

Other categories

World Leaders in Research-Based User Experience

In This Article:

Direct Observation

Contextual Inquiry

Customer-Site Visits

Ethnography

Remote, Moderated Usability Research

Lab Research (Including Traditional and XR or Simulation-Based Research)

What Are Your Research Questions ?

Who Is Accompanying You During the Field Study?

Fellow Researchers

Do You Have the Right Permissions?

Related Courses

User Research Methods: From Strategy to Requirements to Design

ResearchOps: Scaling User Research

Related Topics

Learn More:

Related Articles:

What is Field Research? Definition, Types, Methods, Examples

What is Field Research?

Importance of Field Research

How to Prepare for Field Research?

1. Define Research Objectives

2. Choose a Research Topic

3. Develop Research Questions

4. Formulate Hypotheses

5. Review Existing Literature

6. Secure Necessary Permissions and Resources

How to Plan Field Research?

1. Select Suitable Research Methods

2. Design Research Instruments

3. Determine Sampling Techniques

4. Create a Research Schedule

5. Identify Potential Challenges and Mitigation Strategies

How to Conduct Field Research?

Data Collection Techniques

Fieldwork Logistics

Data Recording and Management

Field Research Examples

Customer Observation and Ethnography

In-Depth Interviews and Focus Groups

Market Research and Competitive Analysis

User Testing and Usability Studies

Employee Feedback and Organizational Culture

How to Analyze Field Research Data?

1. Clean and Organize Data

2. Apply Analytical Techniques

3. Interpret Findings

4. Address Limitations and Bias

How to Report Field Research Results?

Conclusion for Field Research

How to Conduct Research in Minutes?

Wait, there's more

Article Contents

Field Research: A Graduate Student's Guide

Preparing to Enter “the field”

Adapting to the Reality of the Field

Researching Strategically

Working With Assistants and Translators

Email alerts

Affiliations

This Feature Is Available To Subscribers Only

12.1 Field Research: What it is?

Share This Book