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Critical Analysis – Types, Examples and Writing Guide

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Critical Analysis

Definition:

Critical analysis is a process of examining a piece of work or an idea in a systematic, objective, and analytical way. It involves breaking down complex ideas, concepts, or arguments into smaller, more manageable parts to understand them better.

Types of Critical Analysis

Types of Critical Analysis are as follows:

Literary Analysis

This type of analysis focuses on analyzing and interpreting works of literature , such as novels, poetry, plays, etc. The analysis involves examining the literary devices used in the work, such as symbolism, imagery, and metaphor, and how they contribute to the overall meaning of the work.

Film Analysis

This type of analysis involves examining and interpreting films, including their themes, cinematography, editing, and sound. Film analysis can also include evaluating the director’s style and how it contributes to the overall message of the film.

Art Analysis

This type of analysis involves examining and interpreting works of art , such as paintings, sculptures, and installations. The analysis involves examining the elements of the artwork, such as color, composition, and technique, and how they contribute to the overall meaning of the work.

Cultural Analysis

This type of analysis involves examining and interpreting cultural artifacts , such as advertisements, popular music, and social media posts. The analysis involves examining the cultural context of the artifact and how it reflects and shapes cultural values, beliefs, and norms.

Historical Analysis

This type of analysis involves examining and interpreting historical documents , such as diaries, letters, and government records. The analysis involves examining the historical context of the document and how it reflects the social, political, and cultural attitudes of the time.

Philosophical Analysis

This type of analysis involves examining and interpreting philosophical texts and ideas, such as the works of philosophers and their arguments. The analysis involves evaluating the logical consistency of the arguments and assessing the validity and soundness of the conclusions.

Scientific Analysis

This type of analysis involves examining and interpreting scientific research studies and their findings. The analysis involves evaluating the methods used in the study, the data collected, and the conclusions drawn, and assessing their reliability and validity.

Critical Discourse Analysis

This type of analysis involves examining and interpreting language use in social and political contexts. The analysis involves evaluating the power dynamics and social relationships conveyed through language use and how they shape discourse and social reality.

Comparative Analysis

This type of analysis involves examining and interpreting multiple texts or works of art and comparing them to each other. The analysis involves evaluating the similarities and differences between the texts and how they contribute to understanding the themes and meanings conveyed.

Critical Analysis Format

Critical Analysis Format is as follows:

I. Introduction

• Provide a brief overview of the text, object, or event being analyzed
• Explain the purpose of the analysis and its significance
• Provide background information on the context and relevant historical or cultural factors

II. Description

• Provide a detailed description of the text, object, or event being analyzed
• Identify key themes, ideas, and arguments presented
• Describe the author or creator’s style, tone, and use of language or visual elements

III. Analysis

• Analyze the text, object, or event using critical thinking skills
• Identify the main strengths and weaknesses of the argument or presentation
• Evaluate the reliability and validity of the evidence presented
• Assess any assumptions or biases that may be present in the text, object, or event
• Consider the implications of the argument or presentation for different audiences and contexts

IV. Evaluation

• Provide an overall evaluation of the text, object, or event based on the analysis
• Assess the effectiveness of the argument or presentation in achieving its intended purpose
• Identify any limitations or gaps in the argument or presentation
• Consider any alternative viewpoints or interpretations that could be presented
• Summarize the main points of the analysis and evaluation
• Reiterate the significance of the text, object, or event and its relevance to broader issues or debates
• Provide any recommendations for further research or future developments in the field.

VI. Example

• Provide an example or two to support your analysis and evaluation
• Use quotes or specific details from the text, object, or event to support your claims
• Analyze the example(s) using critical thinking skills and explain how they relate to your overall argument

VII. Conclusion

• Reiterate your thesis statement and summarize your main points
• Provide a final evaluation of the text, object, or event based on your analysis
• Offer recommendations for future research or further developments in the field
• End with a thought-provoking statement or question that encourages the reader to think more deeply about the topic

How to Write Critical Analysis

Writing a critical analysis involves evaluating and interpreting a text, such as a book, article, or film, and expressing your opinion about its quality and significance. Here are some steps you can follow to write a critical analysis:

• Read and re-read the text: Before you begin writing, make sure you have a good understanding of the text. Read it several times and take notes on the key points, themes, and arguments.
• Identify the author’s purpose and audience: Consider why the author wrote the text and who the intended audience is. This can help you evaluate whether the author achieved their goals and whether the text is effective in reaching its audience.
• Analyze the structure and style: Look at the organization of the text and the author’s writing style. Consider how these elements contribute to the overall meaning of the text.
• Evaluate the content : Analyze the author’s arguments, evidence, and conclusions. Consider whether they are logical, convincing, and supported by the evidence presented in the text.
• Consider the context: Think about the historical, cultural, and social context in which the text was written. This can help you understand the author’s perspective and the significance of the text.
• Develop your thesis statement : Based on your analysis, develop a clear and concise thesis statement that summarizes your overall evaluation of the text.
• Support your thesis: Use evidence from the text to support your thesis statement. This can include direct quotes, paraphrases, and examples from the text.
• Write the introduction, body, and conclusion : Organize your analysis into an introduction that provides context and presents your thesis, a body that presents your evidence and analysis, and a conclusion that summarizes your main points and restates your thesis.
• Revise and edit: After you have written your analysis, revise and edit it to ensure that your writing is clear, concise, and well-organized. Check for spelling and grammar errors, and make sure that your analysis is logically sound and supported by evidence.

When to Write Critical Analysis

You may want to write a critical analysis in the following situations:

• Academic Assignments: If you are a student, you may be assigned to write a critical analysis as a part of your coursework. This could include analyzing a piece of literature, a historical event, or a scientific paper.
• Journalism and Media: As a journalist or media person, you may need to write a critical analysis of current events, political speeches, or media coverage.
• Personal Interest: If you are interested in a particular topic, you may want to write a critical analysis to gain a deeper understanding of it. For example, you may want to analyze the themes and motifs in a novel or film that you enjoyed.
• Professional Development : Professionals such as writers, scholars, and researchers often write critical analyses to gain insights into their field of study or work.

Critical Analysis Example

An Example of Critical Analysis Could be as follow:

Research Topic:

The Impact of Online Learning on Student Performance

Introduction:

The introduction of the research topic is clear and provides an overview of the issue. However, it could benefit from providing more background information on the prevalence of online learning and its potential impact on student performance.

Literature Review:

The literature review is comprehensive and well-structured. It covers a broad range of studies that have examined the relationship between online learning and student performance. However, it could benefit from including more recent studies and providing a more critical analysis of the existing literature.

Research Methods:

The research methods are clearly described and appropriate for the research question. The study uses a quasi-experimental design to compare the performance of students who took an online course with those who took the same course in a traditional classroom setting. However, the study may benefit from using a randomized controlled trial design to reduce potential confounding factors.

The results are presented in a clear and concise manner. The study finds that students who took the online course performed similarly to those who took the traditional course. However, the study only measures performance on one course and may not be generalizable to other courses or contexts.

Discussion :

The discussion section provides a thorough analysis of the study’s findings. The authors acknowledge the limitations of the study and provide suggestions for future research. However, they could benefit from discussing potential mechanisms underlying the relationship between online learning and student performance.

Conclusion :

The conclusion summarizes the main findings of the study and provides some implications for future research and practice. However, it could benefit from providing more specific recommendations for implementing online learning programs in educational settings.

Purpose of Critical Analysis

There are several purposes of critical analysis, including:

• To identify and evaluate arguments : Critical analysis helps to identify the main arguments in a piece of writing or speech and evaluate their strengths and weaknesses. This enables the reader to form their own opinion and make informed decisions.
• To assess evidence : Critical analysis involves examining the evidence presented in a text or speech and evaluating its quality and relevance to the argument. This helps to determine the credibility of the claims being made.
• To recognize biases and assumptions : Critical analysis helps to identify any biases or assumptions that may be present in the argument, and evaluate how these affect the credibility of the argument.
• To develop critical thinking skills: Critical analysis helps to develop the ability to think critically, evaluate information objectively, and make reasoned judgments based on evidence.
• To improve communication skills: Critical analysis involves carefully reading and listening to information, evaluating it, and expressing one’s own opinion in a clear and concise manner. This helps to improve communication skills and the ability to express ideas effectively.

Importance of Critical Analysis

Here are some specific reasons why critical analysis is important:

• Helps to identify biases: Critical analysis helps individuals to recognize their own biases and assumptions, as well as the biases of others. By being aware of biases, individuals can better evaluate the credibility and reliability of information.
• Enhances problem-solving skills : Critical analysis encourages individuals to question assumptions and consider multiple perspectives, which can lead to creative problem-solving and innovation.
• Promotes better decision-making: By carefully evaluating evidence and arguments, critical analysis can help individuals make more informed and effective decisions.
• Facilitates understanding: Critical analysis helps individuals to understand complex issues and ideas by breaking them down into smaller parts and evaluating them separately.
• Fosters intellectual growth : Engaging in critical analysis challenges individuals to think deeply and critically, which can lead to intellectual growth and development.

Advantages of Critical Analysis

Some advantages of critical analysis include:

• Improved decision-making: Critical analysis helps individuals make informed decisions by evaluating all available information and considering various perspectives.
• Enhanced problem-solving skills : Critical analysis requires individuals to identify and analyze the root cause of a problem, which can help develop effective solutions.
• Increased creativity : Critical analysis encourages individuals to think outside the box and consider alternative solutions to problems, which can lead to more creative and innovative ideas.
• Improved communication : Critical analysis helps individuals communicate their ideas and opinions more effectively by providing logical and coherent arguments.
• Reduced bias: Critical analysis requires individuals to evaluate information objectively, which can help reduce personal biases and subjective opinions.
• Better understanding of complex issues : Critical analysis helps individuals to understand complex issues by breaking them down into smaller parts, examining each part and understanding how they fit together.
• Greater self-awareness: Critical analysis helps individuals to recognize their own biases, assumptions, and limitations, which can lead to personal growth and development.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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9 Critical Approaches to Qualitative Research

Kum-Kum Bhavnani, Department of Sociology, University of California at Santa Barbara

Peter Chua, Department of Sociology, San José State University

Dana Collins, Department of Sociology, California State University, Fullerton

• Published: 04 August 2014
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This chapter reflects on critical strategies in qualitative research. It examines the meanings and debates associated with the term “critical,” in particular, contrasting liberal and dialectical notions and practices in relation to social analysis and qualitative research. The chapter also explores how critical social research may be synonymous with critical ethnography in relation to issues of power, positionality, representation, and the production of situated knowledges. It uses Bhavnani’s framework to draw on Dana Collins’ research as a specific case to suggest how the notion of the “critical” relates to ethnographic research practices: ensuring feminist and queer accountability, resisting reinscription, and integrating lived experience.

Qualitative research is now ubiquitous and fairly well-respected throughout the human sciences. That Oxford University Press is producing this much-needed volume is further testament to that notion, and one which we applaud. However, although there are different approaches to conducting qualitative research, what is often not addressed are the philosophical notions underlying such research. And that is where the “critical” enters. Indeed, “critical,” used as an adjective and applied, within the academy, to methods of research is also a familiar phrase. The question is, therefore: what does “critical” mean, and how might it be translated such that present and future researchers could draw on some of its fundamentals as they plan their research studies in relation to progressive political activism?

The popularity of critical research is not predictable. Although the 1960s and early 1970s did offer a number of publications that engaged with critical research traditions (e.g., Gouldner, 1970 ), and the 1990s also led to a resurgence of interest in this area (e.g., Harvey, 1990 ; Thomas, 1993 ), it is now two decades since explicit discussions of critical research have been widely discussed within the social sciences (see Smith, 1999 ; Madison, 2012 , as exceptions).

In this chapter, we first outline meanings associated with “critical.” We then suggest that the narratives of critical ethnography are best suited for an overview chapter such as this. We consider critical ethnography to be virtually synonymous with critical social research as we discuss it in this chapter. In the final section of our chapter, we discuss Dana Collins’ specific research studies to suggest how her approach embraces the notion of “critical” ( Collins, 2005 ; 2007 ; 2009 ).

The “Critical” in Critical Approaches

“Critical” is used in many ways. In everyday use, the term can refer, among other definitions, to an assessment that points out flaws and mistakes (“a critical approach to the design”), or to being close to a crisis (“a critical illness”). On the positive side, it can refer to a close reading (“a critical assessment of Rosa Luxembourg’s writings”) or as being essential (“critical for effective educational strategies”). A final definition is that the word can be used to either denote considerable praise (“the playwright’s work was critically acclaimed”) or to indicate a particular turning point (“this is a critical time to vote”). It is this last definition that is closest to our approach as we reflect on “critical” in the context of qualitative research. That is, drawing from the writings of Marx, the Frankfurt School, and others (see Delanty, 2005 ; Marx, 1845/1976 ; Strydom, 2011 ), we suggest that critical approaches to qualitative methods do not signify only a particular way of thinking about the methods we use in our research studies, but that “critical approaches” also signify a turning point in how we think about the conduct of research across the human sciences, including its dialectical relations to the progressive and systematic transformation of social relations and social institutions.

The most straightforward notion of “critical” in this context is that it refers to (at the least) or insists (at its strongest) that research—and all ways by which knowledge is created—is firmly grounded within an understanding of social structures (social inequalities), power relationships (power inequalities), and the agency of human beings (an engagement with the fact that human beings actively think about their worlds). Critical approaches are most frequently associated with Marxist, feminist, and antiracist, indigenous, and Third World perspectives. At its most succinct, therefore, we argue that “critical” in this context refers to issues of epistemology, power, micropolitics, and resistance.

What does this mean, both theoretically and for how we conduct our research? Most would agree that whereas qualitative research does not, by definition, insist on a nonpositivist way of examining the social world, for critical approaches to be truly critical, an antipositivist approach is the sine qua non of critical research. Furthermore, it is evident as we survey critical empirical research that issues of reflexive and subjective techniques in data collection and the researcher’s relationship with research subjects also frame both the practices and the theories associated with research.

The following section begins by drawing attention to developments and debates involving the more restricted use the term critical as related to Marxism and then explores the ramifications for varying attempts to conduct critical qualitative research.

The Critical Debates

Karl Marx, Friedrich Engels, and their contemporaries (see Engels, 1877/1969 ; Harvey, 1996 ; Lenin, 1915/1977 ; Mao, 1990 ; Ollman, 2003 ) developed dialectical materialist notions of critique and “critical” that were substantively different from prior notions. They incorporated these dialectical materialist notions to develop Marxist theories and politics.

Dialectical materialism refers to an outlook on reality that emphasizes the importance of process and change that are inherent to things (such as objects, phenomena, and situations), as well as of the importance of human practices in making change. Significantly, human struggle over existing conditions and contradictions in things creates not only new conditions, but also new contradictions. This outlook serves as an analytical tool over idealist and old-fashioned materialist worldviews and as a source of strength for exploited peoples in their struggle against ruling elites and classes. It emphasizes that correct ideas, knowledge, and theoretical abstractions are established initially, and perhaps inevitably, through practice.

Dialectical materialism may be used to examine two aspects of the research process and the production of academic knowledge. The first aspect involves the writing process as it is carried out among multiple authors. At the drafting phase, the authors craft their distinct ideas into textual form. Contradictions in ideas are bound to exist in the draft. In doing revisions, some contradictions may become intensified and remain unresolved, yet, most frequently (and hopefully!), many are addressed in the form of clearer, more solid, and coherent arguments, thus resolving the earlier contradictions in the text. Yet, new struggles and contradictions emerge. The synthesis of ideas and argument in the final manuscript may again, however, engage in new struggles with the prevailing arguments being discussed.

The second aspect involves the relationship and interaction between the researcher and the interviewee. As their relationship begins, contradictions and differences usually exist between them, for instance, in terms of their prior experiences and knowledge, their material interests in the research project, and their communication skills in being persuasive and forging consent. The struggle of these initial contradictions could result in new conditions and contradictions. For example, this could lead to

the establishment of quality rapport between them, allowing the interview to be completed while the researcher maintains control over the situation;

the abrupt end of the interview due to the interviewee refusing and asserting her or his right to comply with the interview process; or

an explicit set of negotiations that address the unevenness in power relations between them, along with an invitation for both to be part of the research team and to collaborate in the collection and analysis of data and in the forging of new theories and knowledges.

In the first possibility, the prevailing power relations in interviews remain but shift to beneath the surface of the relationship, under the guise of “rapport.” In the second possibility, power relations in the interview process and initial contradictions are heightened, resulting in new conditions and contradictions that the researcher and research participant have to address, jointly and singly. In the third possibility, the research subject is transformed into a researcher as well, and the relationship between the two is transformed into a more active co-learning and co-teaching relationship. Still, new conflicts and contradictions may emerge as the research process continues to unfold. 1 In short, dialectical materialism stresses the analysis of change in the essence (1), practice (2), and struggle (3). Such analyses are at the root of how change may be imagined within the practices of social research.

Dialectical materialism, which forms the basis of the concept of “critical,” emphasizes the need to engage with power, inequality, and social relations in the arenas of the social, political, economic, cultural, and ideological. Based on this status, it is argued that an analysis of societies and ways of life demands a more comprehensive approach, one that does not view society and social institutions merely as a singular unit of analysis but rather as ones that are replete with history. Dialectical materialism directs its criticism against prevailing views or hegemonies, and, within the context of academic endeavors, engages in debates against positivism and neo-Kantian forms of social inquiry. It is this basis of “critical” that defines it in the context of research as a deep questioning of science, objectivity, and rationality. Thus, the meaning of the term “critical,” based on the idea of “critique,” emerges from the practice and application of dialectical materialism.

Historical materialism emerges from and is based on dialectical materialism. That is, any application of the dialectic to material realities is historical materialism. For example, any study of human society, its history, its development, and its process of change demands a dialectical approach rooted in historical materialism. This involves delving deeper into past and present social phenomena to thereby determine how people change the essence of social phenomena, and, simultaneously, transform their contradictions.

Dialectical materialism regards positivism as a crude and naïve endeavor to seek knowledge and explain phenomena and as one that assumes it is the task of social researchers to determine the laws of social relationships by relying solely on observations (i.e., by assuming there is a primacy of external conditions and actions). In addition, positivism separates the subject (the seemingly unbiased, detached observer) and object (the phenomenon/a under consideration) of study. Dialectical materialism overcomes the shortcomings of positivism by offering a holistic understanding of (a) the essence of phenomena; (b) the processes of internal changes, the handling of contradictions, and the development of knowledge; (c) the unity of the subject and object in the making of correct ideas; and (d) the role of practice and politics in knowledge creation.

Dialectical materialism directs its criticism against dominant standpoints. These standpoints can offer a simplistic form of idealism and philosophical materialism. Within the context of academic endeavors, the methods of dialectical materialism engage in debates against positivism and neo-Kantian forms of social inquiry. This approach challenges assertions that science, objectivity, and rationality are the sine qua non of research and that skepticism and liberalism are the only appropriate analytical positionings by which a research project can be defined as “critical.”

For instance, Auguste Comte and Emile Durkheim, in developing sociological positivism, argued for a new science to study society, one that adopted the methods of the natural sciences, such as skeptical empiricism and the practices of induction. In adopting these methods, approaches relying on early positivism sought to craft knowledge based on seemingly affirmative verification rather than being based on judgmental evaluation and transformative distinctions.

Positivism and dialectical materialism were both developed in response to Kantian and idealist philosophy. In the context of the European Enlightenment, in the late 1700s, Immanuel Kant inaugurated the philosophy of critique. Positivism challenged Kant’s philosophy of critique as the basis for the theory of knowledge.

Kant developed his notion of critique to highlight the workings of human reason and judgment, to illuminate its limitations, and to consolidate its application in order to secure a stable foundation for morality, religion, and metaphysical concerns. Politically, Kantian philosophy provided justification for both a traditionalism derived from earlier periods and a liberalism developed during the ascendance of the Enlightenment.

Kant sought to settle philosophical disputes between a narrow notion of empiricism (that relies on pure observation, perception, and experience as the basis for knowledge) and a narrow notion of rationalism (that relies on pure reason and concepts as the basis for knowledge). He argued that the essence (termed “thing-in-itself”) is unknowable, countering David Hume’s skeptical empiricism, and he was convinced that there is no knowledge outside of innate conceptual categories. For Kant, “concepts without perceptions are empty; perceptions without concepts are blind” (1781/1965, pp. A 51/B 75).

The method of dialectical materialism challenges Kant’s idealism for (what is claimed to be) its faulty assertion that correct ideas and knowing about the “thing-in-itself” can only emerge from innate conceptual categories, ones that are universal and transcendental. In Kantian philosophy, there is no reality (out there) to be known. Rather, it is the experience of reality itself that provides for human reason and consciousness.

Dialectical materialism overcomes Kant’s idealism with its recognition of the existence of concrete phenomena, outside and independent of human reason. Dialectical materialism stresses that social reality and concrete phenomena reflect on and determine the content of human consciousness (and also, we would argue, vice versa). Dialectical materialism also emphasizes the role of practice and politics in knowledge development, instead of merely centering the primacy of ideas and the meanings of objects.

In sum, the core debate against positivism centers on the practices of science. Dialectical materialism regards positivist approaches as crude and naïve endeavors that seek to determine unchangeable laws of nature, rely solely on observations and “sense experience” of phenomena as the basis for knowledge, highlight the primacy of external conditions and actions to explain phenomena, and separate the subject from the object of study. That is, dialectical materialism views positivism as a form of mechanical, as distinct from historical, materialism.

This abridged account of dialectical materialism and the critiques it offers of Kantian idealism and sociological positivism can allow for the formation of a preliminary set of criteria for what may constitute the “critical.” We argue that qualitative research may be critical if it makes clear conceptually and analytically:

The essence and root cause of any social phenomena (e.g., youth and politics);

The relationship between the essence of the social phenomena under consideration to the general social totality (such as how youth and their views of politics are related to wider systems within society, such as education, age, exploitation);

The contradictions within this social phenomenon (such as how young people are expressing their discontent),

and, therefore,

How to conduct more reflexive practices that interrelate data generation, data analysis, and political engagement that challenge existing relations of power.

Contemporary debates between neo-Kantian idealists and dialectical materialists have often been friendly regarding the direction for carving out what is meant by a critical project in qualitative social research. These debates bring to the fore issues of politics, ethics, research design, and the collection and analysis of data. They have also prompted a variety of ways in which “critical” may be used in relation to qualitative research. For the purposes of this chapter, we suggest four substantial ways in which “critical” is used in the context of qualitative research: (a) critical as a form of liberalism, (b) critical as a counterdisciplinary perspective, (c) critical as an expansion of politics, and (d) critical as a professionalized research endeavor and perspective.

Critical as a form of Kantian liberalism is one of the more conventional uses of the term in qualitative research. This use of critical is generally contrasted against the dogmatism of positivist approaches within social scientific research. Yet, to use critical in this way means that we embrace a liberalism that ends up promoting idealism in outlook and pluralism in practice. That is, Kantian liberalism presents itself as a “critical” and novel analysis by combining eclectic ideas and theories while not making known its political stand and its material interests. As a result, it supports prevailing modes of thinking that emphasize abstraction over concrete reality, and it succumbs to relativistist and pragmatist practices in research, such as “anything goes” in collecting data. In terms of methods, this use of “critical” promotes looseness and leniency in ethics and data collection and analysis, often without a structured accountability to the many constituencies that underlie all social research. Furthermore, the use of, for example, phrases such as “critical spaces,” when applied to social research, may be better understood as a celebration of method above theory and meta-theory and an engagement with some (of the often rather) excessive approaches to reflexivity and meta-reflexivity. In sum, this understanding of “critical” lacks appropriate structures of ethics and accountability and often tends to reject dialectic materialism.

The second use of “critical” in regards to qualitative research proposes a more analytical disagreement with conventional scholarly disciplines and, in so doing, seeks to take up counterdisciplinary positions ( Burawoy, 1998 ; 2003 ; Carroll, 2004 ; Smith, 2007 ). There are two main strands in this use of “critical.” One strand argues that “critical” is a means of exposing the weaknesses of conventional academic disciplines such as anthropology, political science, psychology, and sociology. At the same time, this strand maintains the viability of these core social science disciplines. For instance, academic feminists have continually highlighted the masculinist and heterosexist bias in what is considered top-tier scholarship and the need for these disciplines to be more inclusive in terms of perspectives and methodological techniques (e.g., Fonow & Cook, 1991 ; Harding, 1991 ; Ray, 2006 ). Yet such an approach may not inevitably focus on the fundamental problems, such as a neglect of the study of power inequalities (e.g., Boserup 1970 ; and see examples in Reinharz & Davidman, 1992 ). This second strand seeks to carve out interdisciplinary and multidisciplinary fields such as women studies, cultural studies, and area studies to overcome the paradigmatic and fundamental crises within core disciplines ( Bhavnani, Foran, & Kurian, 2003 ; March, 1995 ; Mohanty, 2003 ). Many of these interdisciplinary and multidisciplinary fields have often been more historical and qualitative in their approaches, seeking to go beyond positivist limitations and present a more nuanced and thorough analysis. However, even these multi-, inter-, and antidisciplinary fields have an uneven impact on dominant and conventional knowledge.

Moreover, both strands have not been able to overcome the increasing corporatization and neoliberalization of academic institutions. This issue addresses the increasing restructuring of public education into a private domain, one that relies on privatized practices and funding of both teaching and research. The neoliberalization of the academy is found in the ties of academic research to corporate grants, individualized career advancement, excessive publishing demands and citation indices, and the use of outsourcing for transcription, interviewing, online education, and private research spaces that are “rented” by public institutions, to name a few. These neoliberal conditions of research usually push out those critical researchers who attempt to avoid such exploitative avenues for research, writing, and collaboration. This use of “critical,” however, does expose that critical research is taking shape within contemporary processes of neoliberalism and the increasing privatization of the academy ( Giroux, 2009 ; Greenwood, 2012 ; Pavlidis, 2012 ).

The third and less familiar approach is to view “critical” as invigorating politics through the practices of feminist, antiracist, and participatory action research. This approach, for example, highlights the importance of analyzing power in research, as in terms of the conduct of inquiry, in political usefulness, and in affecting relations of power and material relations. Yet this view of “critical” is dogmatic because this approach demands that every research study meet all criteria of criticality comprehensively and perfectly.

A final use of “critical” emerges from the many scholarly and professionalized approaches that engage with the politics of academic knowledge construction while making visible the limits of positivism. “Critical” is used here as a means to focus primarily on revitalizing scholarship and research endeavors. However, we argue that even this use of “critical” ossifies the separation of the making of specialized knowledge from an active engagement to transform social life. Such a separation is antithetical to dialectical materialism. Often, this fourth form of the term “critical” is based on the logics of the Frankfurt School of critical theory (such as that of Adorno [1973] , Habermas [1985] , and Marcuse [1968] ) and other Western neo-Marxisms (from Lukacs [1971] and Gramsci [1971] to Negri [1999] ). Critical ethnographers and other critical social researchers, drawing from this tradition, often develop public intellectual persona by writing and talking about politics through scholarly and popular forms of publishing and speaking presentations and are even seen to take part in political mobilizations. Yet they can also shy away from infusing their research with a deep engagement in political processes outside the academy.

Later in this chapter, we discuss how to avoid some of the pitfalls of these four types of “critical,” but suffice it to say, in short, that it is the politics and the explicit situatedness of research projects that can permit research to remain “critical.”

Is Critical Ethnography the Same as Critical Research?

George Marcus (1998) argues that the ethnographer is a midwife who, through words, gives birth to what is happening in the lives of the oppressed. Beverley Skeggs (1994) has proposed that ethnography is, in itself, “a theory of the research process,” and Asad (1973) offered the now-classic critique of anthropology as the colonial encounter. However, although many approaches to and definitions of ethnography abound, it is the case that they all agree on one aspect: namely, that ethnographies offer an “insider’s” perspective on the social phenomena under consideration. It is often suggested that the best ethnographies, whether defined as critical or not, offer detailed descriptions of how people see, and inhabit, their social worlds and cultures (e.g., Behar, 1993 ; Ho, 2009 ; Kondo, 1990 ; Zinn, 1979 ).

It is evident from our argument so far that we do not think of ethnographic approaches to knowledge construction as being, in and of themselves, critical. This is because an ethnographic study, although not in opposition to critical ethnography or to critical research in general, has practices rooted in social anthropology. Therefore, its assumptions are often in line with anthropological assumptions (see Harvey [1990] for a recounting of some of these assumptions). Concepts such as “insider” versus “outsider,” “going native,” “gaining access,” and even conceptualizations of a homogenized and/or exoticized “field” that is out there ready to be examined by research remain as significant lenses of methodological conceptualization in much ethnographic research.

Despite, or perhaps because of, the move to reflexivity in ethnographic research, there remain enduring assumptions about best practices. As a result, a certain fetishization of research methods transpires, one that is often epitomized as reflexivity. In this instance, ethnographic and qualitative research become an ideal set of practices for extracting information. In sum, “best research practices,” as ways to extract information, reproduce core power dynamics of racism, gender, class, imperialism, and heteronormativity, which, in turn, reproduce the oppressive dynamics of noncritical qualitative research.

Furthermore, when presenting research merely as reflexive research, it is the case that the researcher can lose sight of the broader social structural and historical materialist context. In addition, a static notion of reflexivity can lead to the researcher not looking outward to assess the wider interconnections among the micropolitics of the research. That is, reflexivity is a dialectic among the researcher, the research process, and the analysis ( Jordan & Yeomans, 1995 ), but it is often presented simply as a series of apparently unchangeable/essential facets of the researcher. Our final point is that for theory to be critical in the development of research paradigms, it has to explicitly engage with lived experiences and cultures for, without that engagement, it remains as formalism (see, e.g., the work of Guenther [2009] and Kang [2010] as examples of critical qualitative research). We are very much in tune with Hesse-Biber and Leavy, who have suggested that (grounded) theory building is a “dynamic dance routine” in which “there is no one right dance, no set routine to follow. One must be open to discovery” (2006, p. 76).

An example of the limitation of conventionally reflexive research is in the area of lesbian and gay research methods that focus on the experiences of gay men and lesbians conducting qualitative research. It also offers a commentary on the role that non-normative sexuality plays in social research. By looking inward (see the earlier comment on “reflexivity”), these methodological frameworks focus on the researcher’s and participants’ lesbian/gay identifications. In so doing, this can fabricate a shared social structural positionality with research participants who have been labeled “gay” or “lesbian.” Such an approach to reflexivity overlooks the fabricated nature of positionalities and ignores the sometimes more significant divisions between researchers and participants that are expressed along the lines of race, class, gender, and nationality. Reflexivity is used only as a way to forge a connection for the exchange of information. A grave mistake is made in this rush to force similarity along the lines of how people practice non-normative sexualities ( Lewin & Leap, 1996 ; for a more successful engagement with queer intersectionality in research, see Browne & Nash, 2010 ).

The point to be made is that critical researchers should not merely ask “how does this knowledge engage with social structure?” Critical researchers, when contemplating the question “What is this?” as they set up and analyze their research, could also ask, “What could this be?” ( Carspecken, 1996 ; Degiuli, 2007 ; Denzin, 2001 ; Noblit, Flores, & Murillo, 2004 , all cited in Degiuli, 2007 ). Perhaps, borrowing from Karen O’Reilly’s thoughts on critical ethnography, one may think of critical research as “an approach that is overtly political and critical, exposing inequalities in an effort to effect change” ( Reilly, 2009 , p. 51). That is, in order for qualitative research to be critical, it must be grounded in the material relationships of history, as may be seen in the work of Carruyo (2011) , Chua (2001 ; 2006 ; 2007 ; 2012 ), Collins (2005 ; 2007 ; 2009 ), Lodhia (2010) , and Talcott (2010) .

Quantz (1992) , in his discussion of critical ethnography, suggests that five aspects are central to the discussion of critical research/ethnography: knowledge, values, society, history, and culture. So far in this chapter, we have discussed knowledge and its production, values/reflexivity and qualitative research/ethnography, society and unequal social relationships, and history as a method of historical and dialectical materialism in order to better understand social and institutional structures. What we have not discussed, however, is the notion of culture, nor, indeed, the predicament of culture ( Clifford, 1998 ): “Culture is an ongoing political struggle around the meaning given to actions of people located within unbounded asymmetrical power relations” ( Quantz, 1992 , p. 483).

Quantz elaborates by stating that culture develops as people struggle together to name their experiences (see Comaroff & Comaroff, 2012 , for a sophisticated and elegant discussion of this thinking). For example, one key task of critical research is to tease out how disempowerment is achieved, undermined, or resisted. That is, the job of the researcher is to see how the disempowerment—economic, political, cultural—of subordinated groups manifests itself within culture, and, indeed, whether the subordinated groups even recognize their disempowerment. For example, “the hand that rocks the cradle rules the world” is one example of how the material disempowerment of many groups of women is presented, in fact, as a strength of women, and yet it takes the gaze away from seeing the subordination of women by ostensibly emphasizing women’s hidden social power.

It is critical qualitative research that has to simultaneously analyze how our research can identify processes and expressions of disempowerment and can then lead to a restructuring of these relationships of disempowerment. At times, critical social researchers engage in long-term projects that involve policy advocacy and community solidarity to link community-driven research with social empowerment and community change (see Bonacich, 1998 ; Bonacich & Wilson, 2008 ; Hondagneu-Sotelo, 2007 ; Stoecker, 2012 ).

The key point is that critical qualitative research parts company with positivistic approaches because it is argued that positivism is only able to offer a superficial set of findings. Critical qualitative research hones research concepts, practices, and analyses into finer points of reference so that societal relationships may be not only understood, but also so that social power inequalities can be undermined. In short, critical social research has a Foucauldian notion of power at its very core and may thus be thought of as offering insights into people’s lived experiences ( Williams, 1976 ) as they negotiate asymmetrical societal power relations (see e.g., Novelli, 2006 ).

The Practices of Critical Qualitative Research

Within our current era of enduring global inequalities, what could constitute a truly critical approach to qualitative research? More than twenty years ago, in “Tracing the Contours” ( Bhavnani, 1993 ), it was argued that if all knowledge is historically contingent and, therefore, that the processes of knowledge production are situated, then this must apply to all research practices as well. 2 This argument was based on Haraway’s (1988) idea that the particularities of knowledge production do not lie in the characteristics of individuals. Rather, knowledge production is “about communities, not about isolated individuals” (p. 590). Building on this, Haraway discussed the significance of partiality and its relationship to objectivity. She suggested that it is the researcher’s knowledge of her own “limited location” that creates objectivity. In other words, knowing the limitations of one’s structural position as a researcher contributes to objective research because there is no objectivity that is omniscient, one from which all can be revealed (Haraway discusses this as the “god trick,” which is like “seeing everything from nowhere,” p. 582).

It is from Haraway’s insights that we develop our argument that situated knowledges are not synonymous with the static reflexivity we describe earlier. This is because, in this latter scenario, the researcher implies that all research knowledge is based on and derives from an individual’s personal historical and biographical perspectives. That is, researchers note their racial/ethnic identity, sex/gender, sexuality, age, class, and ability (i.e., biographical aspects of themselves), which are presented as essential and unchanging factors and that determine the knowledge created by the research. This has also been called “absolute relativism” ( Bhavnani, 1993 ) or “extreme relativism” ( Alcoff & Potter, 1993 ).

We suggest that the three elements central to research being “critical” are partiality, positionality, and accountability. Partiality leads to critical research interrogating prevailing representations as the research is conducted, and this builds on difference. Positionality is not about being reflexive, but about understanding the sociohistorical/political context from which research is created and thus engages with the micropolitics of a research endeavor. Accountability makes it evident that there are many constituencies to which all academic researchers are accountable—for example, their discipline, intellectual integrity, their institution and academic colleagues, the idea of rigorous scientific research, and academic freedom in research—as well as being accountable to the people with whom the research is being conducted. It is accountability that leads to a critical research project interrogating how the lived experiences and cultures of the research participants are inscribed within the research (see Stoecker, 2012 ).

What might the necessary elements be for ensuring that our research practices retain the criticality we have discussed earlier? We offer four possibilities that could form a filter through which one could decide if research is critical, using our definition of the term. First, all critical qualitative researchers should interrogate the history of ethnographic research that has led to the systematic domination of the poor; working classes; ethnic, racialized, sexual Others; women; and colonized peoples. That is, critical qualitative researchers must begin research with an understanding of how previous research, including their own, may continue to play a part in the subordination of peoples around the world, for example, by reinscribing them into predictable and stereotypical roles. Second, critical qualitative researchers should work to develop a consciousness of what might constitute critical research practices—without fetishizing methods—that challenge the system of domination often present in social research. Third, researchers who embrace critical qualitative approaches must develop comfort with the notion that they are conducting research with a purpose; that is, researchers grapple with and comprehend that critical research demands that they engage with the idea that they conduct research into research inequalities in order to undo these inequalities. Finally, critical qualitative researchers comprehend that their level of comfort can extend into the idea that research does not simply capture social realities; rather, the critical research approach is generative of narratives and knowledges. Once this last idea is accepted—namely, that knowledge is created in a research project and not merely captured—it is then a comparatively straightforward task to see the need for a researcher’s accountability for the narratives and knowledges he or she ultimately produces. In so doing, it is possible to recognize that all representations have a life of their own outside of any intentions and that representations can contribute to histories of oppression and subordination.

We propose that it is the actual practice of research, and, perhaps, even the idea of researcher as witness ( Fernandes, 2003 ), and not a notion of “best practices,” that keeps the politics of research at the center of the work we do. This includes insights into the redistribution of power, representation, and knowledge production. We suggest that critical research is work that shifts research away from the production of knowledge for knowledge’s sake and edges or nudges it toward a more transformative vision of social justice (see Burawoy, 1998 ; Choudry, 2011 ; D’Souza, 2009 ; Hussey, 2012 ; Hunter, Emerald, & Martin, 2013 ).

Thoughts from the Field

Here, based on Collins’s fieldwork, we highlight a set of critical methodological lessons that became prominent while she was conducting her field research in Malate, in the city of Manila, the Philippines, currently a tourist destination but once famous as a sex district. We define her work as a critical research practice.

Since 1999, Dana Collins has conducted urban ethnographic work in Malate, exploring gay men’s production of urban sexual place. She has been interested in the role of “desire” in urban renewal, and, in particular, how informal sexual laborers (whom she terms “gay hospitality workers,” a nomenclature drawn from their own understandings of their labor and lives) use “desire” to forge their place in a gentrifying district that is also displacing them. This displacement has involved analyzing urban tourism development, city-directed urban renewal, and gay-led gentrification, as well as informal sexual labor.

The research has involved her precarious immersion in an urban sexual field. She undertook participant observation of gay night life in the streets, as well as in private business establishments, and conducted in-depth and in-field interviews with gay business owners, city officials, conservationists, gay tourists, and gay-identified sexual laborers. In addition, she drew on insights from visual sociology and also completed extensive archival work and oral history interviewing. In all of this, she explored the collective memories of Malate as a freeing urban sexual space.

There exist multiple and shifting positionalities of power, knowledge, exchange, and resistance in her research. For one, she points out that she occupies multiple social locations as a white, lesbian-identified feminist ethnographer from a US university, one who forges complicated relationships with urban sexual space, sex workers, and both gay Filipino men and gay tourists.

A critical research practice at heart involves the shifting of epistemological foundations of social science research by addressing core questions of how we know what we know, how power shapes the practices of research, how we can better integrate research participants and communities as central producers of knowledge in our research, and how we can better conceptualize the relationship between the research we do and the social justice we are working toward in this world. 3 Such questions function as a call to action for critical researchers not only to examine the power relations present in research, but to generate new ways of researching that can confront the realities of racism, gender and class oppression, imperialism, and homophobia. This is about not only becoming better researchers, but also about seeking ways to shift the very paradigm of qualitative research and ensuring its service to social change. We have learned to use these questions as a central and ongoing part of the research we do.

Feminist and Queer Accountability to the Micropolitics of the Field

One of the primary tenets of critical qualitative research is that researchers must work with a wider understanding and application of the politics of research. For Kum-Kum Bhavnani (1993) , this means that one needs to be accountable to the micropolitics of research because such accountability destabilizes the tendency to conduct and present research from a transcendent position—the “all knowing” ethnographer, the “outsider” going in to understand the point of view of “insiders,” the attempt to (avoid) “go(ing) native,” and the researcher who aims to “gain access” at all costs and in the interests of furthering research. Micropolitics is not only the axis of inequality that shapes contemporary field relations; it is also the historical materialist relationship that constitutes the field and informs the basis of critical qualitative research. Micropolitics therefore is a critical framework that questions the essentializing and power-laden perceptions of research spaces and people because it encourages both a reflexive inquiry into the limited locations of research, and it involves the more critical practice of the researcher turning outward, to comprehend what Bhavnani calls the “interconnections” among researcher, research participants, and the social structural spaces of “the field.”

Micropolitics illuminates how all research is conducted from the limited locations of gender, race, class, sexual identification, and nationality, as well as illuminating the interconnections among all of these locations. This is not a simplistic reflexive practice of taking a moment in research to account for one’s positionality and then moving on to conduct normative field work; Bhavnani has been critical of such moments of inward inspection that lack substantial accountability to the wider micropolitics of the field. Rather, this move requires an ongoing interrogation of the limited locations of research that show how knowledge is not transcendent. Furthermore, when used reflexively, limited locations offer a more critical framework from which to practice research.

Micropolitics encouraged Collins’ attention to the limited location of a global feminist ethnographer doing research on gay male urban sexual space in Manila. For one, she moved among different positionalities throughout her research—of woman, queer-identified, white, US academic, tourist, ate (Tagalog term for older sister)—and none of these positions was either a transcendent or more authentic standpoint from which to conduct ethnographic work. So, for instance, as a white tourist, she moved easily among the gentrifying gay spaces because these spaces were increasingly designed to encourage her movement around Malate. This limited location showed the increasing establishment of white consumer space, which encouraged the movement of consumers like herself yet dissuaded the movement of the informal sexual laborers with whom she was also spending time—the gay hosts. Her limited location as a white woman researcher from a major US university meant that gay hosts sometimes shared their spaces and meanings of urban gay life with her, yet many times those particular spaces and dialogues were closed—she was not allowed into the many public sexual spaces (parks and avenues for cruising and sex late at night), yet gay hosts treated her as an audience for their many romantic stories about the boyfriends they met in the neighborhood.

Hosts emphasized that they gained much from hosting foreigners in terms of friendship, love, desire, and cultural capital. Yet they monitored the information they shared because she remained to them a US researcher who wielded the power of representation over their lives, despite her closeness with a group of five gay hosts. Hence, gay hosts often chose to remain silent about their difficult memories of sex work or any information that could frame them as one-dimensional “money boys,” as distinct from the “gay”-identified Filipino men who migrated to Malate to take part in a gay urban community.

Micropolitics challenges the authenticity of any one positionality over another; it was Collins’ movement among all of them, as well as her ongoing consideration of their social structural places, that provided her with a more critical orientation to the research. She suggests that she was not essentially a better “positioned” researcher to study “gay” life in Manila because she too is gay. Rather she found that differences of race, class, gender, and nationality tended to serve as more enduring, limited locations that influenced relationships within this research and that required ongoing critical reflexive engagement.

We want to add that a queer micropolitics of the field also offers critical insight into how identities are not stagnant but rather can be fabricated and performative during the research process. This moves researchers away from an essentialist take on their standpoint because an essentialist mind-set can lead to a search for the authentic insider and outsider. It can also lead to an essentialist social positionality that is more conducive for researching. Queer micropolitics show that research is made up of a collection of productive relations and identities. So, for example, her lesbian identification did not create a more authentic connection with gay hosts in Manila; rather, she often fabricated a shared “gay” positionality. This was a performance that served as a point of departure for her many conversations, from which she could proceed to share meanings of what it meant to be “gay” in the Manila and the United States.

Some of the productive relations that arise in research are the continuum of intimacies that develop while doing research. So, like feminists before her, she chose to develop close friendships with hosts where they genuinely loved (in a familial way) as they spoke of love. While learning about gay life in Malate, she stroked egos, offered advice, cried over broken hearts and life struggles, and built and maintained familial relations. Queer micropolitics shows, however, the limitations of such intimacies because intimacy does not equal similarity—the differing social locations of class, race, gender, and nationality meant that the experiences of urban gay life varied immensely. Thus, building such intimacies across these differences requires both the recognition and respect for boundaries that hosts constructed. She had to learn to see and know that when hosts became quiet and pulled away these were acts of self-preservation as well as acts of defiance against the many misrepresentations of their lives that had taken shape in academic research and journalistic renderings of their place in “exotic” sex districts.

A queer micropolitics also shows how research is an embodied practice: researchers are gendered, racialized, classed, and sexualized in the field. This became most apparent as she walked alone at night in the “field” and developed a keen awareness of the deeply gendered aspects of Malate’s urban spaces. For one, her embodiment was a peculiar presence because women in Manila do not walk alone at night. This includes women sex workers who publicly congregate in groups or with clients and escorts; otherwise, they are subject to police harassment. Hence, her very movement in the field as a sole woman felt like a transgression into masculine urban space because her feminine body was treated as “out-of-place” in the public spaces of the streets at night—she was flirted with, name called, followed, and sexually handled as she walked to gay bars for her research. As much as her queer location afforded her an understanding of how gender is a discursive production on the body, replete with the possibility of her being able to transcend and destabilize the gendered body as a biological “reality,” she confronted the discomfort of being read as a real woman in what became predominantly men’s spaces at night.

Yet this gendered embodiment, in part, shaped her knowledge of the district as she developed quick and knowledgeable movement through the streets, a queer micropolitical reading of urban space that arose out of this limited gender location. She was aware of the spacing of blocks, the alleys, the street lighting, and the time of night when crowds spilled out from the bars and onto the streets, allowing her to realize that a socially vibrant street life actually facilitated her movement. This queer micropolitical reading of urban space showed how both researchers and research participants do not simply exist in a neutral way in city space; rather, gender leads to our use and misuse of urban space. She has juxtaposed her experience with those of research participants in her study. The latter spoke at length about their exploratory and liberatory experiences of urban space, replete with their access to masculine sexual spaces—parks for cruising and sex, city blocks for meeting clients or picking up male sex workers, and alleys, movie theaters, and mall bathrooms for anonymous sex.

This queer micropolitical read of Malate’s gentrified space showed how very different was her access to the newly opening bars, restaurants, cafés, and lifestyle stores. Her whiteness signaled assumptions of her class location and positioned her as part of the international presence that this gentrifying space was targeting and whose movement among establishments was encouraged. She received free entry, free drinks, exceptional hospitality, and invitations to private parties, and her movements were closely monitored as she entered and exited establishments for the sake of “protecting a foreign tourist from street harassment” (interview with bar owner).

Overall, she experienced whiteness and class as equally embodied because these locations signaled her power as a “legitimate” consumer, allowing access to urban consumer sites and a privileged movement among gentrified spaces. This embodied experience of gentrified space differed from that of her gay hosts, who were often denied access to these establishments for being Filipino, young, working class, gay, and interested in foreigners. Contrarily, their bodies were constructed as a “threat” to urban renewal in the district.

Resisting Reinscription

Critical qualitative research is also concerned with the politics of representation in research. This requires a hard look at the implicit imperialisms of ethnographic work, including the tendency to go in and get out with abundant factual information, as well as the lasting impact of objectificatory research practices on fields of study. Such practices are evident in the now global rhetoric about the so-called Third World prostitute, who in both academic and journalistic renderings tends to be sensationalized and sexually Othered. This rendering is part of a long history of exoticization that has denied subjectivity and rendered invisible the lived experiences of sexual laborers around the world.

Such failed representations are part of what Kum-Kum Bhavnani (1993) has called “reinscription”—the tendency in research to freeze research participants and sites in time and space, thus rendering them both exotic and silenced. Reinscription denies agency to research participants and renders invisible the dynamic lived experiences of those same research participants. Doing research in both postcolonial and sexual spaces means that researchers must grapple with how our research participates in histories of reinscription—we both enter into and potentially contribute to a field that has been already “examined,” overstudied, and often exoticized. Thus, a critical qualitative approach is one that begins with a thorough understanding of these histories of representation so that we are not entering fields naïvely, as spaces only of exploration. Rather, we enter with knowledge of how the field has already been constituted for us through reinscription. A critical orientation has a core objective of understanding how our representations of research at all levels of the research process could contribute to exoticization by reinscribing participants and sites.

The issue of reinscription became particularly apparent when Dana Collins interviewed gay hosts and grappled with what appeared to be their elaboration of a contradictory picture of their sexual labor, as well as of their lives. In short, hosts tended to “lie,” remain silent, embellish “truths,” and articulate contradictory allusions to their life and labor in Malate. When Collins began her interviewing, she held the implicit objective of obtaining the “truth” about hosts’ lives, which she believed resided in “what they do” in the tourism industry. She was concerned with the “facts” about their lives, even though gay hosts were more likely to express their desire—desire for relations with foreigners, desire to migrate to a “gay” urban district, desire for rewarding work, and desire for community and social change. She struggled with many uncertainties about the discussions: how could they hold a range of “jobs” and attend school, yet spend most of their days and nights in Malate? How could they understand gay tourists as both boyfriends and clients? Why resist the label “sex worker” yet refer to themselves as “working boys” and claim to have “clients?” She struggled to make sense of the meanings that hosts offered even as she simultaneously felt misled concerning the “real” relations of hospitality.

Interviewing hosts about sexualized labor—as a way to produce a representation of sex work—did not facilitate the flow of candid information; hosts later expressed their view that sex work and their lives were already “overstudied.” Many researchers had previously descended on Malate to study sex work, and the district was a prime location for the outreach of HIV/AIDS organizations, some of which had breached the confidence of the gay host community. In short, Dana mistakenly started her research without the knowledge of Malate as a hyperrepresented field, and her research risked reinscribing gay hosts’ lives within that field as static and unchanging.

Importantly, those gay hosts who resisted becoming the “good research subjects” who give accurate and bountiful information, prompted a radical shift in her research framework. They told her stories about their imagined social lives, which encouraged her to rethink her commitment to researching sex work because the transformation of the discourses offered another view of the district, their work, and lives, one that offered a more visionary perspective. She began to focus less on “misinformation” and instead followed how hosts framed their lives. She treated these framings as social imaginings in which Malate features prominently in their understandings of gay identity, community, belonging, and change. In short, their social imaginings functioned as counternarratives to reinscription and offered their lived experience of urban gay place. Such imaginations expressed hope, fear, critique, and desire—in short, they present a utopic vision of identity, community, and urban change.

Integrating Lived Experience

Finally, critical qualitative research is a call to study lived experience, which is a messy, contradictory realm, but a deeply important one if we as critical researchers are truly interested in working against a history of research that has silenced those “under study” (see Weis & Fine, 2012 ). Paying attention to lived experience allows us to better engage with the contradictions mentioned earlier because lived experience is about understanding the meanings that research participants choose to share with researchers, and it is also about respecting their silences. As Kum-Kum Bhavnani (1993) has argued, silences can be as eloquent as words. Finally, integrating lived experience can take a critical qualitative project further because lived experience allows researchers to explore the epistemological relationship of the meanings and imaginings offered by research participants and to be explicit about the project of knowledge production. In other words, a central guiding question of critical qualitative research is how can research participants speak and shape epistemology, rather than solely being spoken about or being the subjects of epistemology?

Collins used hosts’ social imaginings as an epistemological contribution because their imaginings showed how hosts draw from experiences of urban gay community to articulate their desires for change, despite their simultaneous experiences of inequality and exclusion. We read social imaginings as a subjective rendering of urban place—the hosts’ social imaginings expressed their history, identity, subversive uses of urban space, and, ultimately, the symbolic reconstitution of that urban space. In this way, hosts were refiguring transnational urban space by writing themselves and their labor back into the district’s meaning, even as the global forces of tourism and urban renewal threatened to displace them.

In conclusion, we seek to highlight how critical research insists on the interplay of reflexivity, process, and practice. In particular, we encourage critical researchers to be mindful of the multiple meanings and usages of the term “critical” so that we can make more explicit our political interests and stand within our disciplines, the academy, our community, and the world. We offer dialectical materialism as a distinct mode of critical analysis that emphasizes an analysis of change in essence, practice, and struggle. We also suggest that, for researchers to be critical in their research, they should strive to take up research questions and projects that study change, contradictions, struggle, and practice in order to counter dominant interests and advance the well-being of the world’s majority. We should strive to build new research relationships—such as overcoming the faulty divides between researchers and research participants and by promoting systems of community accountability—that dialectically fuse research, political activism, and progressive social change.

Furthermore, we suggest that critical research can agitate against the homogeneity of ethnographic representation, allowing for the realities of people’s lives to come into view. Critical researchers recognize the contested fields of research; yet this requires our critical engagement with the research process, as a reflexive, empathetic, collective, self-altering, socially transformative, and embedded exercise in knowledge production. Therefore, critical research can resist imperialist research practices that are disembodied and that assume a singular social positioning. We use an imperative here to say that we must conduct research as embodied subjects who shift between multiple and limited locations. We also have to find more ways to remain accountable to our communities of research as a way to undo implicit imperialisms in social research. Critical research can work against the remnants of an objectivist and truth-seeking method that supports prevailing interests, classes, and groups while embracing research from social locations that offer situated knowledges and the possibility for greater shared understandings. Finally, critical research can engage the micropolitics of research and foreground the need for the accountability of researchers to resist reproducing epistemic violence.

This last is an idealist imagining of what should happen. However, a number of research projects have approximated closely to these goals.

Parts of our argument have appeared in some of our earlier work (e.g., Bhavnani & Talcott, 2011 ; Collins, 2009 ; 2002 ; Chua, 2001 ).

Although we, as the chapter’s three authors, do not usually use “we” in our writing as a general pronoun, it is the most direct way to offer our insights in this section.

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Search catalog, critical thinking and academic research: intro.

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Critical Thinking and Academic Research

Academic research focuses on the creation of new ideas, perspectives, and arguments. The researcher seeks relevant information in articles, books, and other sources, then develops an informed point of view within this ongoing "conversation" among researchers.

The research process is not simply collecting data, evidence, or "facts," then piecing together this preexisting information into a paper. Instead, the research process is about inquiry—asking questions and developing answers through serious critical thinking and thoughtful reflection.

As a result, the research process is recursive, meaning that the researcher regularly revisits ideas, seeks new information when necessary, and reconsiders and refines the research question, topic, or approach. In other words, research almost always involves constant reflection and revision.

This guide is designed to help you think through various aspects of the research process. The steps are not sequential, nor are they prescriptive about what steps you should take at particular points in the research process. Instead, the guide should help you consider the larger, interrelated elements of thinking involved in research.

Research Anxiety?

Research is not often easy or straightforward, so it's completely normal to feel anxious, frustrated, or confused. In fact, if you feel anxious, it can be a good sign that you're engaging in the type of critical thinking necessary to research and write a high-quality paper.

Think of the research process not as one giant, impossibly complicated task, but as a series of smaller, interconnected steps. These steps can be messy, and there is not one correct sequence of steps that will work for every researcher. However, thinking about research in small steps can help you be more productive and alleviate anxiety.

Paul-Elder Framework

This guide is based on the "Elements of Reasoning" from the Paul-Elder framework for critical thinking. For more information about the Paul-Elder framework, click the link below.

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Enacting Research Methods in Information Systems: Volume 1 pp 40–57 Cite as

What Does It Mean to be ‘Critical’ in IS Research?

• Carole Brooke 4  

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The main aim of this paper is to explore what it means to conduct ‘critical’ research in IS. In order to begin this, it is necessary to look beyond the scope of IS inquiry itself to other disciplines, especially organizational analysis. A preliminary review is made of the state of critical thinking in the fields of information systems and organization. In addressing the question ‘what is critical research?’ the paper shows how definitions have changed and broadened over time.

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Brooke, C. (2016). What Does It Mean to be ‘Critical’ in IS Research?. In: Willcocks, L.P., Sauer, C., Lacity, M.C. (eds) Enacting Research Methods in Information Systems: Volume 1. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-319-29266-3_3

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Academic Phrasebank

Being critical.

• GENERAL LANGUAGE FUNCTIONS
• Being cautious
• Classifying and listing
• Compare and contrast
• Defining terms
• Describing trends
• Describing quantities
• Explaining causality
• Giving examples
• Signalling transition
• Writing about the past

As an academic writer, you are expected to be critical of the sources that you use. This essentially means questioning what you read and not necessarily agreeing with it just because the information has been published. Being critical can also mean looking for reasons why we should not just accept something as being correct or true. This can require you to identify problems with a writer’s arguments or methods, or perhaps to refer to other people’s criticisms of these. Constructive criticism goes beyond this by suggesting ways in which a piece of research or writing could be improved. … being against is not enough. We also need to develop habits of constructive thinking. Edward de Bono

Highlighting inadequacies of previous studies

Previous studies of X have not dealt with … Researchers have not treated X in much detail. Such expositions are unsatisfactory because they … Most studies in the field of X have only focused on … Such approaches, however, have failed to address … Previous published studies are limited to local surveys. Half of the studies evaluated failed to specify whether … The research to date has tended to focus on X rather than published studies on the effect of X are not consistent. Smith’s analysis does not take account of …, nor does she examine …

The existing accounts fail to resolve the contradiction between X and Y. Most studies of X have only been carried out in a small number of areas. However, much of the research up to now has been descriptive in nature … The generalisability of much published research on this issue is problematic. Research on the subject has been mostly restricted to limited comparisons of … However, few writers have been able to draw on any systematic research into … Short-term studies such as these do not necessarily show subtle changes over time … Although extensive research has been carried out on X, no single study exists which … However, these results were based upon data from over 30 years ago and it is unclear if … The experimental data are rather controversial, and there is no general agreement about …

Identifying a weakness in a single study or paper

Offering constructive suggestions.

The study would have been more interesting if it had included … These studies would have been more useful if they had focused on … The study would have been more relevant if the researchers had asked … The questionnaire would have been more useful if it had asked participants about … The research would have been more relevant if a wider range of X had been explored

Introducing problems and limitations: theory or argument

Smith’s argument relies too heavily on … The main weakness with this theory is that … The key problem with this explanation is that … However, this theory does not fully explain why … One criticism of much of the literature on X is that … Critics question the ability of the X theory to provide … However, there is an inconsistency with this argument.

A serious weakness with this argument, however, is that … However, such explanations tend to overlook the fact that … One of the main difficulties with this line of reasoning is that … Smith’s interpretation overlooks much of the historical research … Many writers have challenged Smith’s claim on the grounds that … The X theory has been criticised for being based on weak evidence. A final criticism of the theory of X is that it struggles to explain some aspects of …

Introducing problems and limitations: method or practice

The limitation of this approach is that … A major problem with the X method is that … One major drawback of this approach is that … A criticism of this experimental design is that … The main limitation of this technique, however, is … Selection bias is another potential concern because …

Perhaps the most serious disadvantage of this method is that … In recent years, however, this approach has been challenged by … Non-government agencies are also very critical of the new policies. All the studies reviewed so far, however, suffer from the fact that … Critics of laboratory-based experiments contend that such studies … There are certain problems with the use of focus groups. One of these is that there is less …

Using evaluative adjectives to comment on research

Introducing general criticism.

Critics question the ability of poststructuralist theory to provide … Non-government agencies are also very critical of the new policies. Smith’s meta-analysis has been subjected to considerable criticism. The most important of these criticisms is that Smith failed to note that … The X theory has been vigorously challenged in recent years by a number of writers. These claims have been strongly contested in recent years by a number of writers. More recent arguments against X have been summarised by Smith and Jones (1982): Critics have also argued that not only do surveys provide an inaccurate measure of X, but the … Many analysts now argue that the strategy of X has not been successful. Jones (2003), for example, argues that …

Introducing the critical stance of particular writers

Smith (2014) disputes this account of … Jones (2003) has also questioned why … However, Jones (2015) points out that … The author challenges the widely held view that … Smith (1999) takes issue with the contention that … The idea that … was first challenged by Smith (1992). Smith is critical of the tendency to compartmentalise X. However, Smith (1967) questioned this hypothesis and …

Jones (2003) has challenged some of Smith’s conclusions, arguing that … Another major criticism of Smith’s study, made by Jones (2003), is that … Jones (2003) is probably the best-known critic of the X theory. He argues that … In her discussion of X, Smith further criticises the ways in which some authors … Smith’s decision to reject the classical explanation of X merits some discussion … In a recent article in Academic Journal, Smith (2014) questions the extent to which … The latter point has been devastatingly critiqued by Jones (2003), who argues that … A recently published article by Smith et al. (2011) casts doubt on Jones’ assumption that … Other authors (see Smith, 2012; Jones, 2014) question the usefulness of such an approach.

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Research and Critical Reading

Pavel Zemilansky

Learning Objectives

• Read critically to discover the meaning, purpose, and content of a piece
• Respond critically to written works using reading strategy

INTRODUCTION

Good researchers and writers examine their sources critically and actively. They do not just compile and summarize these research sources in their writing, but use them to create their own ideas, theories, and, ultimately, their own, new understanding of the topic they are researching. Such an approach means not taking the information and opinions that the sources contain at face value and for granted, but to investigate, test, and even doubt every claim, every example, every story, and every conclusion. It means not to sit back and let your sources control you, but to engage in active conversation with them and their authors. In order to be a good researcher and writer, one needs to be a critical and active reader.

This chapter is about the importance of critical and active reading. It is also about the connection between critical reading and active, strong writing. Much of the discussion you will find in this chapter in fundamental to research and writing, no matter what writing genre, medium, or academic discipline you read and write in. Every other approach to research writing, every other research method and assignment offered elsewhere in this book is, in some way, based upon the principles discussed in this chapter.

Reading is at the heart of the research process. No matter what kinds of research sources and, methods you use, you are always reading and interpreting text. Most of us are used to hearing the word “reading” in relation to secondary sources, such as books, journals, magazines, websites, and so on. But even if you are using other research methods and sources, such as interviewing someone or surveying a group of people, you are reading. You are reading their subjects’ ideas and views on the topic you are investigating. Even if you are studying photographs, cultural artifacts, and other non-verbal research sources, you are reading them, too by trying to connect them to their cultural and social contexts and to understand their meaning. Principles of critical reading which we are about to discuss in this chapter apply to those research situations as well.

I like to think about reading and writing as not two separate activities but as two tightly connected parts of the same whole. That whole is the process of learning and making of new meaning. It may seem that reading and writing are complete opposite of one another. According to the popular view, when we read, we “consume” texts, and when we write, we “produce” texts. But this view of reading and writing is true only if you see reading as a passive process of taking in information from the text and not as an active and energetic process of making new meaning and new knowledge. Similarly, good writing does not come from nowhere but is usually based upon, or at least influenced by ideas, theories, and stories that come from reading. So, if, as a college student, you have ever wondered why your writing teachers have asked you to read books and articles and write responses to them, it is because writers who do not read and do not actively engage with their reading, have little to say to others.

We will begin this chapter with the definition of the term “critical reading.” We will consider its main characteristics and briefly touch upon ways to become an active and critical reader. Next, we will discuss the importance of critical reading for research and how reading critically can help you become a better researcher and make the research process more enjoyable. Also in this chapter, a student-writer offers us an insight into his critical reading and writing processes. This chapter also shows how critical reading can and should be used for critical and strong writing. And, as all other chapters, this one offers you activities and projects designed to help you implement the advice presented here into practice.

WHAT KIND OF READER ARE YOU?

You read a lot, probably more that you think. You read school textbooks, lecture notes, your classmates’ papers, and class websites. When school ends, you probably read some fiction, magazines. But you also read other texts. These may include CD liner notes, product reviews, grocery lists, maps, driving directions, road signs, and the list can go on and on. And you don’t read all these texts in the same way. You read them with different purposes and using different reading strategies and techniques. The first step towards becoming a critical and active reader is examining your reading process and your reading preferences. Therefore, you are invited to complete the following exploration activity.

Writing Activity: Analyzing Your Reading Habits

List all the reading you have done in the last week. Include both “school” and “out-of school” reading. Try to list as many texts as you can think of, no matter how short and unimportant they might seem. Now, answer the following questions.

• What was your purpose in reading each of those texts? Did you read for information, to pass a test, for enjoyment, to decide on a product you wanted to buy, and so on? Or, did you read to figure out some complex problem that keeps you awake at night?

• You have probably come up with a list of different purposes. How did each of those purposes influence your reading strategies? Did you take notes or try to memorize what you read? How long did it take you to read different texts? Did you begin at the beginning and read till you reached the end, or did you browse some texts? Consider the time of day you were reading. Consider even whether some texts tired you out or whether you thought they were “boring.” Why?

• What did you do with the results of your reading? Did you use them for some practical purpose, such as buying a new product or finding directions, or did you use them for a less practical purpose, such as understanding some topic better r learning something about yourself and others?

When you finish, share your results with the rest of the class and with your instructor.

Having answered the questions above, you have probably noticed that your reading strategies differed depending on the reading task you were facing and on what you planned to do with the results of the reading. If, for example, you read lecture notes in order to pass a test, chances are you “read for information,” or “for the main” point, trying to remember as much material as possible and anticipating possible test questions. If, on the other hand, you read a good novel, you probably just focused on following the story. Finally, if you were reading something that you hoped would help you answer some personal question or solve some personal problem, it is likely that you kept comparing and contrasting the information that you read your own life and your own experiences.

You may have spent more time on some reading tasks than others. For example, when we are interested in one particular piece of information or fact from a text, we usually put that text aside once we have located the information we were looking for. In other cases, you may have been reading for hours on end taking careful notes and asking questions.

If you share the results of your investigation into your reading habits with your classmates, you may also notice that some of their reading habits and strategies were different from yours. Like writing strategies, approaches to reading may vary from person to person depending on our previous experiences with different topics and types of reading materials, expectations we have of different texts, and, of course, the purpose with which we are reading.

Life presents us with a variety of reading situations which demand different reading strategies and techniques. Sometimes, it is important to be as efficient as possible and read purely for information or “the main point.” At other times, it is important to just “let go” and turn the pages following a good story, although this means not thinking about the story you are reading. At the heart of writing and research, however, lies the kind of reading known as critical reading. Critical examination of sources is what makes their use in research possible and what allows writers to create rhetorically effective and engaging texts.

KEY FEATURES OF CRITICAL READING

Critical readers are able to interact with the texts they read through carefully listening, writing, conversation, and questioning. They do not sit back and wait for the meaning of a text to come to them, but work hard in order to create such meaning. Critical readers are not made overnight. Becoming a critical reader will take a lot of practice and patience. Depending on your current reading philosophy and experiences with reading, becoming a critical reader may require a significant change in your whole understanding of the reading process. The trade-off is worth it, however. By becoming a more critical and active reader, you will also become a better researcher and a better writer. Last but not least, you will enjoy reading and writing a whole lot more because you will become actively engaged in both.

One of my favorite passages describing the substance of critical and active reading comes from the introduction to their book Ways of Reading , whose authors David Bartholomae and Anthony Petrosky write:

Reading involves a fair measure of push and shove. You make your mark on the book and it makes its mark on you. Reading is not simply a matter of hanging back and waiting for a piece, or its author, to tell you what the writing has to say. In fact, one of the difficult things about reading is that the pages before you will begin to speak only when the authors are silent and you begin to speak in their place, sometimes for them—doing their work, continuing their projects—and sometimes for yourself, following your own agenda (1).

Notice that Bartholomae and Petrosky describe reading process in pro-active terms. Meaning of every text is “made,” not received. Readers need to “push and shove” in order to create their own, unique content of every text they read. It is up the you as a reader to make the pages in front of you “speak” by talking with and against the text, by questioning and expanding it.

Critical reading, then, is a two-way process. As reader, you are not a consumer of words, waiting patiently for ideas from the printed page or a web-site to fill your head and make you smarter. Instead, as a critical reader, you need to interact with what you read, asking questions of the author, testing every assertion, fact, or idea, and extending the text by adding your own understanding of the subject and your own personal experiences to your reading.

The following are key features of the critical approach to reading:

• No text, however well written and authoritative, contains its own, pre-determined meaning.
• Readers must work hard to create meaning from every text.
• Critical readers interact with the texts they read by questioning them, responding to them, and expanding them, usually in writing.
• To create meaning, critical readers use a variety of approaches, strategies, and techniques which include applying their personal experiences and existing knowledge to the reading process.
• Critical readers seek actively out other texts, related to the topic of their investigation.

The following section is an examination of these claims about critical reading in more detail.

TEXTS PRESENT IDEAS, NOT ABSOLUTE TRUTHS

In order to understand the mechanisms and intellectual challenges of critical reading, we need to examine some of our deepest and long-lasting assumptions about reading. Perhaps the two most significant challenges facing anyone who wants to become a more active and analytical reader is understanding that printed texts doe not contain inarguable truths and learning to questions and talk back to those texts. Students in my writing classes often tell me that the biggest challenge they face in trying to become critical readers is getting away from the idea that they have to believe everything they read on a printed page. Years of schooling have taught many of us to believe that published texts present inarguable, almost absolute truths. The printed page has authority because, before publishing his or her work, every writer goes through a lengthy process of approval, review, revision, fact-checking, and so on. Consequently, this theory goes, what gets published must be true. And if it is true, it must be taken at face value, not questioned, challenged, or extended in any way.

Perhaps, the ultimate authority among the readings materials encountered by college belongs to the textbook. As students, we all have had to read and almost memorize textbook chapters in order to pass an exam. We read textbooks “for information,” summarizing their chapters, trying to find “the main points” and then reproducing these main points during exams. I have nothing against textbook as such, in fact, I am writing one right now. And it is certainly possible to read textbooks critically and actively. But, as I think about the challenges which many college students face trying to become active and critical readers, I come to the conclusion that the habit to read every text as if they were preparing for an exam on it, as if it was a source of unquestionable truth and knowledge prevents many from becoming active readers.

Treating texts as if they were sources of ultimate and unquestionable knowledge and truth represents the view of reading as consumption. According to this view, writers produce ideas and knowledge, and we, readers, consume them. Of course, sometimes we have to assume this stance and read for information or the “main point” of a text. But it is critical reading that allows us to create new ideas from what we read and to become independent and creative learners.

Critical reading is a collaboration between the reader and the writer. It offers readers the ability to be active participants in the construction of meaning of every text they read and to use that meaning for their own learning and self-fulfillment. Not even the best researched and written text is absolutely complete and finished. Granted, most fields of knowledge have texts which are called “definitive.” Such texts usually represent our best current knowledge on their subjects. However, even the definitive works get revised over time and they are always open to questioning and different interpretations.

READING IS A RHETORICAL TOOL

To understand how the claim that every reader makes his or her meaning from texts works, it is necessary to examine what is know as the rhetorical theory of reading. The work that best describes and justifies the rhetorical reading theory is Douglas Brent’s 1992 book Reading as Rhetorical Invention: Knowledge, Persuasion, and the Teaching of Research-Based Writing . I like to apply Brent’s ideas to my discussions of critical reading because I think that they do a good job demystifying critical reading’s main claims. Brent’s theory of reading is a rhetorical device puts significant substance behind the somewhat abstract ideas of active and critical reading, explaining how the mechanisms of active interaction between readers and texts actually work.

Briefly explained, Brent treats reading not only as a vehicle for transmitting information and knowledge, but also as a means of persuasion. In fact, according to Brent, knowledge equals persuasion because, in his words, “Knowledge is not simply what one has been told. Knowledge is what one believes, what one accepts as being at least provisionally true.” (xi). This short passage contains two assertions which are key to the understanding of mechanisms of critical reading. Firstly, notice that simply reading “for the main point” will not necessarily make you “believe” what you read. Surely, such reading can fill our heads with information, but will that information become our knowledge in a true sense, will we be persuaded by it, or will we simply memorize it to pass the test and forget it as soon as we pass it? Of course not! All of us can probably recall many instances in which we read a lot to pass a test only to forget, with relief, what we read as soon as we left the classroom where that test was held. The purpose of reading and research, then, is not to get as much as information out of a text as possible but to change and update one’s system of beliefs on a given subject (Brent 55-57).

Brent further states:

The way we believe or disbelieve certain texts clearly varies from one individual to the next. If you present a text that is remotely controversial to a group of people, some will be convinced by it and some not, and those who are convinced will be convinced in different degrees. The task of a rhetoric of reading is to explain systematically how these differences arise— how people are persuaded differently by texts (18).

Critical and active readers not only accept the possibility that the same texts will have different meanings for different people, but welcome this possibility as an inherent and indispensable feature of strong, engaged, and enjoyable reading process. To answer his own questions about what factors contribute to different readers’ different interpretations of the same texts, Brent offers us the following principles that I have summarized from his book:

• Readers are guided by personal beliefs, assumptions, and pre-existing knowledge when interpreting texts. You can read more on the role of the reader’s pre-existing knowledge in the construction of meaning later on in this chapter.

• Readers react differently to the logical proofs presented by the writers of texts.

• Readers react differently to emotional and ethical proofs presented by writers. For example, an emotional story told by a writer may resonate with one person more than with another because the first person lived through a similar experience and the second one did not, and so on.

The idea behind the rhetorical theory of reading is that when we read, we not only take in ideas, information, and facts, but instead we “update our view of the world.” You cannot force someone to update their worldview, and therefore, the purpose of writing is persuasion and the purpose of reading is being persuaded. Persuasion is possible only when the reader is actively engaged with the text and understands that much more than simple retrieval of information is at stake when reading.

One of the primary factors that influence our decision to accept or not to accept an argument is what Douglas Brent calls our “repertoire of experience, much of [which] is gained through prior interaction with texts” (56). What this means is that when we read a new text, we do not begin with a clean slate, an empty mind. However unfamiliar the topic of this new reading may seem to us, we approach it with a large baggage of previous knowledge, experiences, points of view, and so on. When an argument “comes in” into our minds from a text, this text, by itself, cannot change our view on the subject. Our prior opinions and knowledge about the topic of the text we are reading will necessarily “filter out” what is incompatible with those views (Brent 56-57). This, of course, does not mean that, as readers, we should persist in keeping our old ideas about everything and actively resist learning new things. Rather, it suggests that the reading process is an interaction between the ideas in the text in front of us and our own ideas and pre-conceptions about the subject of our reading. We do not always consciously measure what we read according to our existing systems of knowledge and beliefs, but we measure it nevertheless. Reading, according to Brent, is judgment, and, like in life where we do not always consciously examine and analyze the reasons for which we make various decisions, evaluating a text often happens automatically or subconsciously (59).

Applied to research writing, Brent’s theory or reading means the following:

• The purpose of research is not simply to retrieve data, but to participate in a conversation about it. Simple summaries of sources is not research, and writers should be aiming for active interpretation of sources instead
• There is no such thing as an unbiased source. Writers make claims for personal reasons that critical readers need to learn to understand and evaluate.
• Feelings can be a source of shareable good reason for belief. Readers and writers need to use, judiciously, ethical and pathetic proofs in interpreting texts and in creating their own.
• Research is recursive. Critical readers and researchers never stop asking questions about their topic and never consider their research finished.

ACTIVE READERS LOOK FOR CONNECTIONS BETWEEN TEXTS

Earlier on, I mentioned that one of the traits of active readers is their willingness to seek out other texts and people who may be able to help them in their research and learning. I find that for many beginning researchers and writers, the inability to seek out such connections often turns into a roadblock on their research route. Here is what I am talking about.

Recently, I asked my writing students to investigate some problem on campus and to propose a solution to it. I asked them to use both primary (interviews, surveys, etc.) and secondary (library, Internet, etc.) research. Conducting secondary research allows a writer to connect a local problem he or she is investigating and a local solution he or she is proposing with a national and even global context, and to see whether the local situation is typical or a-typical.

One group of students decided to investigate the issue of racial and ethnic diversity on our campus. The lack of diversity is a “hot” issue on our campus, and recently an institutional task force was created to investigate possible ways of making our university more diverse.

The students had no trouble designing research questions and finding people to interview and survey. Their subjects included students and faculty as well as the university vice-president who was changed with overseeing the work of the diversity task force. Overall, these authors have little trouble conducting and interpreting primary research that led them to conclude that, indeed, our campus is not diverse enough and that most students would like to see the situation change.

The next step these writers took was to look at the websites of some other schools similar in size and nature to ours, to see how our university compared on the issue of campus diversity with others. They were able to find some statistics on the numbers of minorities at other colleges and universities that allowed them to create a certain backdrop for their primary research that they had conducted earlier.

But good writing goes beyond the local situation. Good writing tries to connect the local and the national and the global. It tries to look beyond the surface of the problem, beyond simply comparing numbers and other statistics. It seeks to understand the roots of a problem and propose a solution based on a local and well as a global situation and research. The primary and secondary research conducted by these students was not allowing them to make that step from analyzing local data to understanding their problem in context. They needed some other type of research sources.

At that point, however, those writers hit an obstacle. How and where, they reasoned, would we find other secondary sources, such as books, journals, and websites, about the lack of diversity on our campus? The answer to that question was that, at this stage in their research and writing, they did not need to look for more sources about our local problem with the lack of diversity. They needed to look at diversity and ways to increase it as a national and global issue. They needed to generalize the problem and, instead of looking at a local example, to consider its implications for the issue they were studying overall. Such research would not only have allowed these writers to examine the problem as a whole but also to see how it was being solved in other places. This, in turn, might have helped them to propose a local solution.

Critical readers and researchers understand that it is not enough to look at the research question locally or narrowly. After conducting research and understanding their problem locally, or as it applies specifically to them, active researchers contextualize their investigation by seeking out texts and other sources which would allow them to see the big picture.

Sometimes, it is hard to understand how external texts which do not seem to talk directly about you can help you research and write about questions, problems, and issues in your own life. In her 2004 essay, “Developing ‘Interesting Thoughts’: Reading for Research,” writing teacher and my former colleague Janette Martin tells a story of a student who was writing a paper about what it is like to be a collegiate athlete. The emerging theme in that paper was that of discipline and sacrifice required of student athletes. Simultaneously, that student was reading a chapter from the book by the French philosopher Michel Foucault called Discipline and Punish. Foucault’s work is a study of the western penitentiary system, which, of course cannot be directly compared to experiences of a student athlete. At the same time, one of the leading themes in Foucault’s work is discipline. Martin states that the student was able to see some connection between Foucault and her own life and use the reading for her research and writing (6). In addition to showing how related texts can be used to explore various aspects of the writer’s own life, this example highlights the need to read texts critically and interpret them creatively. Such reading and research goes beyond simply comparing of facts and numbers and towards relating ideas and concepts with one another.

FROM READING TO WRITING

Reading and writing are the two essential tools of learning. Critical reading is not a process of passive consumption, but one of interaction and engagement between the reader and the text. Therefore, when reading critically and actively, it is important not only to take in the words on the page, but also to interpret and to reflect upon what you read through writing and discussing it with others.

CRITICAL READERS UNDERSTAND THE DIFFERENCE BETWEEN REACTING AND RESPONDING TO A TEXT

As stated earlier in this chapter, actively responding to difficult texts, posing questions, and analyzing ideas presented in them is the key to successful reading. The goal of an active reader is to engage in a conversation with the text he or she is reading. In order to fulfill this goal, it is important to understand the difference between reacting to the text and responding to it.

Reacting to a text is often done on an emotional, rather than on an intellectual level. It is quick and shallow. For example, if we encounter a text that advances arguments with which we strongly disagree, it is natural to dismiss those ideas out of hand as not wrong and not worthy of our attention. Doing so would be reacting to the text based only on emotions and on our pre-set opinions about its arguments. It is easy to see that reacting in this way does not take the reader any closer to understanding the text. A wall of disagreement that existed between the reader and the text before the reading continues to exist after the reading.

Responding to a text, on the other hand, requires a careful study of the ideas presented and arguments advanced in it. Critical readers who possess this skill are not willing to simply reject or accept the arguments presented in the text after the first reading right away. To continue with our example from the preceding paragraph, a reader who responds to a controversial text rather than reacting to it might apply several of the following strategies before forming and expressing an opinion about that text.

• Read the text several times, taking notes, asking questions, and underlining key places.
• Study why the author of the text advances ideas, arguments, and convictions, so different from the reader’s own. For example, is the text’s author advancing an agenda of some social, political, religious, or economic group of which he or she is a member?
• Study the purpose and the intended audience of the text.
• Study the history of the argument presented in the text as much as possible. For example, modern texts on highly controversial issues such as the death penalty, abortion, or euthanasia often use past events, court cases, and other evidence to advance their claims. Knowing the history of the problem will help you to construct meaning of a difficult text.
• Study the social, political, and intellectual context in which the text was written. Good writers use social conditions to advance controversial ideas. Compare the context in which the text was written to the one in which it is read. For example, have social conditions changed, thus invalidating the argument or making it stronger?
• Consider the author’s (and your own) previous knowledge of the issue at the center of the text and your experiences with it. How might such knowledge or experience have influenced your reception of the argument?

Taking all these steps will help you to move away from simply reacting to a text and towards constructing informed and critical response to it.

CRITICAL READERS RESIST OVERSIMPLIFIED BINARY RESPONSES

Critical readers learn to avoid simple “agree-disagree” responses to complex texts. Such way of thinking and arguing is often called “binary” because is allows only two answers to every statement and every questions. But the world of ideas is complex and, a much more nuanced approach is needed when dealing with complex arguments.

When you are asked to “critique” a text, which readers are often asked to do, it does not mean that you have to “criticize” it and reject its argument out of hand. What you are being asked to do instead is to carefully evaluate and analyze the text’s ideas, to understand how and why they are constructed and presented, and only then develop a response to that text. Not every text asks for an outright agreement or disagreement. Sometimes, we as readers are not in a position to either simply support an argument or reject it. What we can do in such cases, though, is to learn more about the text’s arguments by carefully considering all of their aspects and to construct a nuanced, sophisticated response to them. After you have done all that, it will still be possible to disagree with the arguments presented in the reading, but your opinion about the text will be much more informed and nuanced than if you have taken the binary approach from the start.

TWO SAMPLE STUDENT RESPONSES

To illustrate the principles laid out in this section, consider the following two reading responses. Both texts respond to a very well known piece, “A Letter from Birmingham Jail,” by Martin Luther King, Jr. In the letter, King responds to criticism from other clergymen who had called his methods of civil rights struggle “unwise and untimely.” Both student writers were given the same response prompt:

Example: Student A

Martin Luther King Jr’s “Letter from Birmingham Jail” is a very powerful text. At the time when minorities in America were silenced and persecuted, King had the courage to lead his people in the struggle for equality. After being jailed in Birmingham, Alabama, King wrote a letter to his “fellow clergymen” describing his struggle for civil rights. In the letter, King recounts a brief history of that struggle and rejects the accusation that it is “unwise and untimely.” Overall, I think that King’s letter is a very rhetorically effective text, one that greatly helped Americans to understand the civil rights movement.

Example: Student B

King begins his “Letter from Birmingham Jail” by addressing it to his “fellow clergymen.” Thus, he immediately sets the tone of inclusion rather than exclusion. By using the word “fellow” in the address, I think he is trying to do two things. First of all, he presents himself as a colleague and a spiritual brother of his audience. That, in effect, says “you can trust me,” “I am one of your kind.” Secondly, by addressing his readers in that way, King suggests that everyone, even those Americans who are not directly involved in the struggle for civil rights, should be concerned with it. Hence the word “fellow.” King’s opening almost invokes the phrase “My fellow Americans” or “My fellow citizens” used so often by American Presidents when they address the nation.

King then proceeds to give a brief background of his actions as a civil rights leader. As I read this part of the letter, I was wondering whether his readers would really have not known what he had accomplished as a civil rights leader. Then I realized that perhaps he gives all that background information as a rhetorical move. His immediate goal is to keep reminding his readers about his activities. His ultimate goal is to show to his audience that his actions were non-violent but peaceful. In reading this passage by King, I remembered once again that it is important not to assume that your audience knows anything about the subject of the writing. I will try to use this strategy more in my own papers.

In the middle of the letter, King states: “The purpose of our direct-action program is to create a situation so crisis-packed that it will inevitably open the door to negotiation.” This sentence looks like a thesis statement and I wonder why he did not place it towards the beginning of the text, to get his point across right away. After thinking about this for a few minutes and re- reading several pages from our class textbook, I think he leaves his “thesis” till later in his piece because he is facing a not- so-friendly (if not hostile) audience. Delaying the thesis and laying out some background information and evidence first helps a writer to prepare his or her audience for the coming argument. That is another strategy I should probably use more often in my own writing, depending on the audience I am facing.

REFLECTING ON THE RESPONSES

To be sure, much more can be said about King’s letter than either of these writers have said. However, these two responses allow us to see two dramatically different approaches to reading. After studying both responses, consider the questions below.

• Which response fulfills the goals set in the prompt better and why?
• Which responses shows a deeper understanding of the texts by the reader and why?
• Which writer does a better job at avoiding binary thinking and creating a sophisticated reading of King’s text and why?
• Which writer is more likely to use the results of the reading in his or her own writing in the future and why?
• Which writer leaves room for response to his text by others and why?

CRITICAL READERS DO NOT READ ALONE AND IN SILENCE

One of the key principles of critical reading is that active readers do not read silently and by themselves. By this I mean that they take notes and write about what they read. They also discuss the texts they are working with, with others and compare their own interpretations of those texts with the interpretations constructed by their colleagues.

As a college student, you are probably used to taking notes of what you read. When I was in college, my favorite way of preparing for a test was reading a chapter or two from my textbook, then closing the book, then trying to summarize what I have read on a piece of paper. I tried to get the main points of the chapters down and the explanations and proofs that the textbooks’ authors used. Sometimes, I wrote a summary of every chapter in the textbook and then studied for the test from those summaries rather than from the textbook itself. I am sure you have favorite methods of note taking and studying from your notes, too.

But now it strikes me that what I did with those notes was not critical reading. I simply summarized my textbooks in a more concise, manageable form and then tried to memorize those summaries before the test. I did not take my reading of the textbooks any further than what was already on their pages. Reading for information and trying to extract the main points, I did not talk back to the texts, did not question them, and did not try to extend the knowledge which they offered in any way. I also did not try to connect my reading with my personal experiences or pre-existing knowledge in any way. I also read in silence, without exchanging ideas with other readers of the same texts. Of course, my reading strategies and techniques were dictated by my goal, which was to pass the test.

Critical reading has other goals, one of which is entering an on-going intellectual exchange. Therefore it demands different reading strategies, approaches, and techniques. One of these new approaches is not reading in silence and alone. Instead, critical readers read with a pen or pencil in hand. They also discuss what they read with others.

STRATEGIES FOR CONNECTING READING AND WRITING

If you want to become a critical reader, you need to get into a habit of writing as you read. You also need to understand that complex texts cannot be read just once. Instead, they require multiple readings, the first of which may be a more general one during which you get acquainted with the ideas presented in the text, its structure and style. During the second and any subsequent readings, however, you will need to write, and write a lot. The following are some critical reading and writing techniques which active readers employ as they work to create meanings from texts they read.

UNDERLINE INTERESTING AND IMPORTANT PLACES IN THE TEXT

Underline words, sentences, and passages that stand out, for whatever reason. Underline the key arguments that you believe the author of the text is making as well as any evidence, examples, and stories that seem interesting or important. Don’t be afraid to “get it wrong.” There is no right or wrong here. The places in the text that you underline may be the same or different from those noticed by your classmates, and this difference of interpretation is the essence of critical reading.

Take notes on the margins. If you do not want to write on your book or journal, attach post-it notes with your comments to the text. Do not be afraid to write too much. This is the stage of the reading process during which you are actively making meaning. Writing about what you read is the best way to make sense of it, especially, if the text is difficult.

Do not be afraid to write too much. This is the stage of the reading process during which you are actively making meaning. Writing about what you read will help you not only to remember the argument which the author of the text is trying to advance (less important for critical reading), but to create your own interpretations of the text you are reading (more important).

Here are some things you can do in your comments

• Ask questions.
• Agree or disagree with the author.
• Question the evidence presented in the text
• Offer counter-evidence
• Offer additional evidence, examples, stories, and so on that support the author’s argument
• Mention other texts which advance the same or similar arguments
• Mention personal experiences that enhance your reading of the text

WRITE EXPLORATORY RESPONSES

Write extended responses to readings. Writing students are often asked to write one or two page exploratory responses to readings, but they are not always clear on the purpose of these responses and on how to approach writing them. By writing reading responses, you are continuing the important work of critical reading which you began when you underlined interesting passages and took notes on the margins. You are extending the meaning of the text by creating your own commentary to it and perhaps even branching off into creating your own argument inspired by your reading. Your teacher may give you a writing prompt, or ask you to come up with your own topic for a response. In either case, realize that reading responses are supposed to be exploratory, designed to help you delve deeper into the text you are reading than note-taking or underlining will allow.

When writing extended responses to the readings, it is important to keep one thing in mind, and that is their purpose. The purpose of these exploratory responses, which are often rather informal, is not to produce a complete argument, with an introduction, thesis, body, and conclusion. It is not to impress your classmates and your teacher with “big” words and complex sentences. On the contrary, it is to help you understand the text you are working with at a deeper level. The verb “explore” means to investigate something by looking at it more closely. Investigators get leads, some of which are fruitful and useful and some of which are dead-ends. As you investigate and create the meaning of the text you are working with, do not be afraid to take different directions with your reading response. In fact, it is important resist the urge to make conclusions or think that you have found out everything about your reading. When it comes to exploratory reading responses, lack of closure and presence of more leads at the end of the piece is usually a good thing. Of course, you should always check with your teacher for standards and format of reading responses.

Try the following guidelines to write a successful response to a reading:

Remember your goal—exploration. The purpose of writing a response is to construct the meaning of a difficult text. It is not to get the job done as quickly as possible and in as few words as possible.

As you write, “talk back to the text.” Make comments, ask questions, and elaborate on complex thoughts. This part of the writing becomes much easier if, prior to writing your response, you had read the assignment with a pen in hand and marked important places in the reading.

If your teacher provides a response prompt, make sure you understand it. Then try to answer the questions in the prompt to the best of your ability. While you are doing that, do not be afraid of bringing in related texts, examples, or experiences. Active reading is about making connections, and your readers will appreciate your work because it will help them understand the text better.

While your primary goal is exploration and questioning, make sure that others can understand your response. While it is OK to be informal in your response, make every effort to write in a clear, error-free language.

Involve your audience in the discussion of the reading by asking questions, expressing opinions, and connecting to responses made by others.

USE READING FOR INVENTION

Use reading and your responses to start your own formal writing projects. Reading is a powerful invention tool. While preparing to start a new writing project, go back to the readings you have completed and your responses to those readings in search for possible topics and ideas. Also look through responses your classmates gave to your ideas about the text. Another excellent way to start your own writing projects and to begin research for them is to look through the list of references and sources at the end of the reading that you are working with. They can provide excellent topic-generating and research leads.

KEEP A DOUBLE-ENTRY JOURNAL

Many writers like double-entry journals because they allow us to make that leap from summary of a source to interpretation and persuasion. To start a double-entry journal, divide a page into two columns. As you read, in the left column write down interesting and important words, sentences, quotations, and passages from the text. In the right column, right your reaction and responses to them. Be as formal or informal as you want. Record words, passages, and ideas from the text that you find useful for your paper, interesting, or, in any, way striking or unusual. Quote or summarize in full, accurately, and fairly. In the right-hand side column, ask the kinds of questions and provide the kinds of responses that will later enable you to create an original reading of the text you are working with and use that reading to create your own paper.

DON’T GIVE UP

If the text you are reading seems too complicated or “boring,” that might mean that you have not attacked it aggressively and critically enough. Complex texts are the ones worth pursuing and investigating because they present the most interesting ideas. Critical reading is a liberating practice because you do not have to worry about “getting it right.” As long as you make an effort to engage with the text and as long as you are willing to work hard on creating a meaning out of what you read, the interpretation of the text you are working with will be valid.

IMPORTANT: So far, we have established that no pre-existing meaning is possible in written texts and that critical and active readers work hard to create such meaning. We have also established that interpretations differ from reader to reader and that there is no “right” or “wrong” during the critical reading process. So, you may ask, does this mean that any reading of a text that I create will be a valid and persuasive one? With the exception of the most outlandish and purposely-irrelevant readings that have nothing to do with the sources text, the answer is “yes.” However, remember that reading and interpreting texts, as well as sharing your interpretations with others are rhetorical acts. First of all, in order to learn something from your critical reading experience, you, the reader, need to be persuaded by your own reading of the text. Secondly, for your reading to be accepted by others, they need to be persuaded by it, too. It does not mean, however, that in order to make your reading of a text persuasive, you simply have to find “proof” in the text for your point of view. Doing that would mean reverting to reading “for the main point,” reading as consumption. Critical reading, on the other hand, requires a different approach. One of the components of this approach is the use of personal experiences, examples, stories, and knowledge for interpretive and persuasive purposes. This is the subject of the next section of this chapter.

ONE CRITICAL READER’S PATH TO CREATING A MEANING: A CASE STUDY

Earlier on in this chapter, we discussed the importance of using your existing knowledge and prior experience to create new meaning out of unfamiliar and difficult texts. In this section, I’d like to offer you one student writer’s account of his meaning- making process. Before I do that, however, it is important for me to tell you a little about the class and the kinds of reading and writing assignments that its members worked on.

All the writing projects offered to the members of the class were promoted by readings, and students were expected to actively develop their own ideas and provide their own readings of assigned texts in their essays. The main text for the class was the anthology Ways of Reading edited by David Bartholomae and Anthony Petrosky that contains challenging and complex texts. Like for most of his classmates, this approach to reading and writing was new to Alex who had told me earlier that he was used to reading “for information” or “for the main point”.

In preparation for the first writing project, the class read Adrienne Rich’s essay “When We Dead Awaken: Writing as Revision.” In her essay, Rich offers a moving account of her journey to becoming a writer. She makes the case for constantly “revising” one’s life in the light of all new events and experiences. Rich blends voices and genres throughout the essay, using personal narrative, academic argument, and even poetry. As a result, Rich creates the kind of personal-public argument which, on the one hand, highlights her own life, and on the other, illustrates that Rich’s life is typical for her time and her environment and that her readers can also learn from her experiences.

To many beginning readers and writers, who are used to a neat separation of “personal” and “academic” argument, such a blend of genres and styles may seem odd. In fact, on of the challenges that many of the students in the class faced was understanding why Rich chooses to blend personal writing with academic and what rhetorical effects she achieves by doing so. After writing informal responses to the essay and discussing it in class, the students were offered the following writing assignment:

Although Rich tells a story of her own, she does so to provide an illustration of an even larger story—one about what it means to be a woman and a writer. Tell a story of your own about the ways you might be said to have been named or shaped or positioned by an established or powerful culture. Like Rich (and perhaps with similar hesitation), use your own experience as an illustration of both your own situation and the situation of people like you. You should imagine that the assignment is a way for you to use (and put to the test) some of Rich’s terms, words like “re-vision,” “renaming,” and “structure.” (Bartholomae and Petrosky 648).

Notice that this assignment does not ask students to simply analyze Rich’s essay, to dissect its argument or “main points.” Instead, writers are asked to work with their own experiences and events of their own lives in order to provide a reading of Rich which is affected and informed by the writers’ own lives and own knowledge of life. This is critical reading in action when a reader creates his or her one’s own meaning of a complex text by reflecting on the relationship between the content of that text and one’s own life.

In response to the assignment, one of the class members, Alex Cimino-Hurt, wrote a paper that re-examined and re- evaluated his upbringing and how those factors have influenced his political and social views. In particular, Alex was trying to reconcile his own and his parents’ anti-war views with the fact than a close relative of his was fighting in the war in Iraq as he worked on the paper. Alex used such terms as “revision” and “hesitation” to develop his piece.

Like most other writers in the class, initially Alex seemed a little puzzled, even confused by the requirement to read someone else’s text through the prism of his own life and his own experiences. However, as he drafted, revised, and discussed his writing with his classmates and his instructor, the new approach to reading and writing became clearer to him. After finishing the paper, Alex commented on his reading strategies and techniques and on what he learned about critical reading during the project:

ON PREVIOUS READING HABITS AND TECHNIQUES

Previously when working on any project whether it be for a History, English, or any other class that involved reading and research, there was a certain amount of minimalism. As a student I tried to balance the least amount of effort with the best grade. I distinctly remember that before, being taught to skim over writing and reading so that I found “main” points and highlighted them. The value of thoroughly reading a piece was not taught because all that was needed was a shallow interpretation of whatever information that was provided followed by a regurgitation. [Critical reading] provided a dramatic difference in perspective and helped me learn to not only dissect the meaning of a piece, but also to see why the writer is using certain techniques or how the reading applies to my life.

ON DEVELOPING CRITICAL READING STRATEGIES

When reading critically I found that the most important thing for me was to set aside a block of time in which I would’t have to hurry my reading or skip parts to “Get the gist of it.” Developing an eye for…detail came in two ways. The first method is to read the text several times, and the second is to discuss it with my classmates and my teacher. It quickly became clear to me that the more I read a certain piece, the more I got from it as I became more comfortable with the prose and writing style. With respect to the second way, there is always something that you can miss and there is always a different perspective that can be brought to the table by either the teacher or a classmate.

ON READING RICH’S ESSAY

In reading Adrienne Rich’s essay, the problem for me was’t necessarily relating to her work but instead just finding the right perspective from which to read it. I was raised in a very open family so being able to relate to others was learned early in my life. Once I was able to parallel my perspective to hers, it was just a matter of composing my own story. Mine was my liberalism in conservative environments—the fact that frustrates me sometimes. I felt that her struggle frustrated her, too. By using quotations from her work, I was able to show my own situation to my readers.

ON WRITING THE PAPER

The process that I went through to write an essay consisted of three stages. During the first stage, I wrote down every coherent idea I had for the essay as well as a few incoherent ones. This helped me create a lot of material to work with. While this initial material doesn’t always have direction it provides a foundation for writing. The second stage involved rereading Rich’s essay and deciding which parts of it might be relevant to my own story. Looking at my own life and at Rich’s work together helped me consolidate my paper. The third and final stage involved taking what is left and refining the style of the paper and taking care of the mechanics.

ADVICE FOR CRITICAL READERS

The first key to being a critical and active reader is to find something in the piece that interests, bothers, encourages, or just confuses you. Use this to drive your analysis. Remember there is no such thing as a boring essay, only a boring reader.

• Reading something once is never enough so reading it quickly before class just won’t cut it. Read it once to get your brain comfortable with the work, then read it again and actually try to understand what’s going on in it. You can’t read it too many times.
• Ask questions. It seems like a simple suggestion but if you never ask questions you’ll never get any answers. So, while you’re reading, think of questions and just write them down on a piece of paper lest you forget them after about a line and a half of reading.

Reading and writing are rhetorical processes, and one does not exist without the other. The goal of a good writer is to engage his or her readers into a dialog presented in the piece of writing. Similarly, the goal of a critical and active reader is to participate in that dialog and to have something to say back to the writer and to others. Writing leads to reading and reading leads to writing. We write because we have something to say and we read because we are interested in ideas of others.

Reading what others have to say and responding to them help us make that all-important transition from simply having opinions about something to having ideas. Opinions are often over-simplified and fixed. They are not very useful because, if different people have different opinions that they are not willing to change or adjust, such people cannot work or think together. Ideas, on the other hand, are ever evolving, fluid, and flexible. Our ideas are informed and shaped by our interactions with others, both in person and through written texts. In a world where thought and action count, it is not enough to simply “agree to disagree.” Reading and writing, used together, allow us to discuss complex and difficult issues with others, to persuade and be persuaded, and, most importantly, to act.

Reading and writing are inextricably connected, and I hope that this chapter has shown you ways to use reading to inform and enrich you writing and your learning in general. The key to becoming an active, critical, and interested reader is the development of varied and effective reading techniques and strategies. I’d like to close this chapter with the words from the writer Alex Cimino-Hurt: “Being able to read critically is important no matter what you plan on doing with your career or life because it allows you to understand the world around you.”

Bartholomae, David and Anthony Petrosky, Eds. Introduction. Ways of Reading . 8th Ed. New York: Bedford/St. Martin’s, 2008.

Brent, Douglas. 1992. Reading as Rhetorical Invention. NCTE , Urbana, Illinois. Cimino-Hurt, Alex. Personal Interview. 2003.

Martin, Janette. 2004. “Developing ‘Interesting Thoughts:’ Reading for Research.” In Research Writing Revisited: A Sourcebook for Teachers , eds. Pavel Zemliansky and Wendy Bishop, Heinemann, Portsmouth, NH. (3-13).

Rich, Adrienne. 2002. “When We Dead Awaken: Writing as Re-vision.” In Ways of Reading , 6th ed. Eds. Bartholomae, David and Anthony Petrosky. Bedford/St. Martin’s Boston, (627-645).

Research and Critical Reading Copyright © 2016 by Pavel Zemilansky is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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Understanding Critical Theory

Charlotte Nickerson

Research Assistant at Harvard University

Undergraduate at Harvard University

Charlotte Nickerson is a student at Harvard University obsessed with the intersection of mental health, productivity, and design.

Learn about our Editorial Process

Saul Mcleod, PhD

Editor-in-Chief for Simply Psychology

BSc (Hons) Psychology, MRes, PhD, University of Manchester

Saul Mcleod, PhD., is a qualified psychology teacher with over 18 years of experience in further and higher education. He has been published in peer-reviewed journals, including the Journal of Clinical Psychology.

On This Page:

• Critical theories aim to change and critique society as a whole by finding the underlying assumptions in social life that prevent people from participating in a “true democracy.”
• Critical Theory developed in the Frankfurt school from scholars such as Horkheimer and Adorno with an emphasis on examining and deconstructing fascism and mass media.
• Habermas continued the tradition of Critical Theory through his notion of the lifeworld and the public sphere. He theorized that political and economic institutions had invaded public life, leading to a lack of nuance in discourse and preventing people from participating in a “real democracy.”
• Critical Theory morphed into critical legal theory in the latter 20th century, which eventually gave rise to branches such as critical race and critical gender theory.

Critical Theory is a social theory that aims to critique and change society as a whole. Critical theories attempt to find the underlying assumptions in social life that keep people from fully and truly understanding how the world works.

These underlying assumptions, in the view of critical theories, create a “False consciousness” that actively undermines people’s progress toward a true democracy.

Critical Theory, first emerging from Horkheimer at the Frankfurt School, bridges its reach to ethics, political philosophy, and the philosophy of history.

Critical theorists claim that the social sciences must integrate philosophy into their methods to make their findings practical to advance the moral cause of freeing humans from circumstances such as domination and oppression (Horkheimer, 1993).

While Critical Theory is most associated with the Frankfurt School, beginning with Horkheimer and Adorno and ending with Marcuse and Habermas.

Critical Theory has extended to many other disciplines, such as feminism, critical race theory, and critiques of colonialism.

Critical Theories of Gender

Critical theories of gender are concerned with the ways in which literature and other cultural media reinforce or undermine the economic, political, social, and psychological oppression of people of various genders.

Critical feminist theories, in particular, focus on issues of power and seek to explain the origins and consequences of gender relations, particularly those that privilege men.

They study the ways that assumptions and ideologies around gender are produced, reproduced, resisted, and changed in and through the everyday experiences of men and women (Coakley and Pike, 2014).

Like critical theories of race, critical theories of gender see their origins in critical legal studies.

Critical Theories of Race

Racism is prevalent in everyday life, and Critical Theory scholars agree that the ideology and assumptions of racism are so ingrained in the political and legal structures of society as to be nearly unrecognizable (Parker and Roberts, 2005).

The critical study of race and ethnicity is centered on examining the experiences of racial oppression in the context of an attempt to challenge existing assumptions about the construction of race.

Critical theories of race can also trace their roots to philosophical, historical, and sociological critiques of oppression, such as Marxism , feminist theory, and postcolonialism (Parker and Roberts, 2005).

Critical Race Theory emerged as an outgrowth of the critical legal studies movement originating at Harvard Law School in the early 1980s.

Law professors and students criticized how the law served to privilege the wealthy and powerful in US society while impeding the poor from using the courts as a means of writing their own wrongs (Parker and Roberts, 2005).

One of the main tenets of critical race theory is that, while classical racism has subsided, everyday racism remains alive, characterized by mundane practices and events infused with varying degrees of racism, such as “microaggressions” and other subtle, automatic, non-verbal exchanges.

For example, an educational institution can commit a microaggression by creating hostile environmental encounters for African Americans, such as seeing black males engaged in black youth culture as predatory (Parker and Roberts, 2005).

Globalization

One criticism of the Frankfurt school is that it lacked a solid grounding in social reality (Kozlarek, 2001).

Kozlarek (2001) argues that Horkheimer and Adorno take an overly euro-centric stance on the world and that Eurocentrism is a crucial impediment to Critical Theory, and suggests alternatives to the Eurocentric worldview in modern Critical Theory research.

Rather than philosophically constructing ideas of what should be normal and an ideal society, Kozlarek claims, one must ask where the underlying assumptions of Critical Theory come from and what their sociocultural functions were and are.

Critical Theory and the Frankfurt School

Critical Theory has many distinct historical phases spanning several generations; however, it was born in the Frankfurt School.

The Frankfurt School opened as the Institute for Social Research in the 1920s in the social context of rising fascism in Germany and Italy. The theorists of the Frankfurt school went into exile in Switzerland and the United States before returning to Frankfurt in 1953.

According to the theorists in the Frankfurt School, a so-called “Critical Theory” could be distinguished from a “traditional” theory in that critical theories have a specific practical purpose, such as promoting an understanding of the world that leads to human “emancipation from slavery” (Horkheimer, 1973).

In order for a Critical Theory to be a Critical Theory in Horkheimer’s view, it must be explanatory, practical, and normative.

By these, Horkheimer means that the theory must explain what is wrong with the current social reality, identify the people and actors that can change it, and provide both achievable, practical objectives for social transformation and ways of criticizing those objectives (Horkheimer, 1972).

Research that furthers Critical Theory must, in this view, combine psychological, cultural, and social dimensions, as well as an examination of institutional forms of domination.

Horkheimer’s Critical Theory, heavily influenced by Marxism, aimed to transform contemporary capitalist society into a more consensual one.

By this, Horkheimer meant that a capitalist society could only be transformed by becoming more democratic in order to make sure that all of the conditions of social life that are controllable by people can be determined by the consensus of the people living in that society (Horkheimer, 1972).

The Frankfurt School theorists extended the work of Marx, Weber, and Freud, as well as considering the pull of authoritarian regimes, the relationship between art, technology, mass society, and social psychology.

Initial Concerns of the Frankfurt School

In its initial phases, Critical Theory attempted to differentiate the idea of a “real democracy” from the forms of government then present in Western societies.

According to critical theorists, real democracy is rational because it allows individuals to gain control over the social processes that affect themselves and their life choices.

The next phases of Critical Theory were concerned with anti-democratic trends, such as the emergence of fascism in the 1930s. These studies focused on phenomena such as fascist states and authoritarian personalities.

Horkheimer saw these anti-democratic trends and a process called reification as undermining people’s ability to determine their own social circumstances.

Reification is a complex idea where something that is immaterial — like happiness, fear, or evil — is treated as a material thing. In the context of Critical Theory’s early musings about authoritarianism, this meant that the spread of increasingly abstract but fascist social principles led to societies that were more fascist on a concrete level.

To critical theorists in the 1940s, reification happened at two different levels. Firstly, reification happened at a small scale, and theorists could examine the psychological conditions that lead to people supporting democracy or authoritarianism.

Secondly, reification also happened at a larger scale and over a longer time period, where people explained enduring societal trends by projecting their democratic or authoritarian principles onto retellings of history (Stanford Encyclopedia of Philosophy).

Habermas sought to develop a level of analysis between that of the individual and the entire society. He called this intermediate level the “public sphere” or Offentlichkeit.

Ideology Critique

One of the main concerns of the scholars of the Frankfurt School was the rise of “mass culture” — the technological developments that allow cultural products, such as music, movies, and art, to be distributed on a massive scale.

Horkheimer, Adorno, Benjamin, and Marcuse speculated that technology allowed audiences to consume content passively rather than actively engaging with one another, making people intellectually inactive and politically passive.

Contemporary Critical Theory: Habermas

Habermas was a member of the second generation of Critical Theory. Habermas’s Critical Theory went beyond the theoretical roots of the Frankfurt school and became more life-American pragmatism, which holds that both the meaning and the truth of any idea are a function of its practical outcome.

Haabermas’ work in Critical Theory was concerned with two main issues: developing a justification for the normative dimension of critical social theory and the problem of establishing a connection between the theory and political practice.

These problems were carried over from the Frankfurt school (Roderick, 1986).

The first of these problems dealt with what counts as a rational criticism of society, while the second is directed at how these criticisms can be used to construct a society that is more rational.

Habermas dealt with three kinds of knowledge: empirical knowledge, which is technical or scientific; Hermeneutic or interpretive knowledge, which is interested in human understanding and cooperation; and critical knowledge, which is focused on freeing humans from societal assumptions.

Habermas acknowledged that science cannot be value-free and that those who study society are part of its subject matter. Critical Theory, to Habermas, unmasks the distortions, representations, and politics embedded in our knowledge and speech.

The Lifeworld

Habermas focused on the idea of the lifeworld, which is a person’s everyday life and experiences. The lifeworld encompasses culture, social relations, and everyday communication.

Habermas’s theory is that the lifeworld is increasingly being taken over by political and economic systems. As politics is about power, attempts at becoming more powerful by politicians and the interests of political parties affect everyday lives.

People also, according to Habermas, are heavily influenced by the system of capitalism – they talk about companies, work at them, and consume constantly. Habermas believed that the lifeworld could not be reduced to what he calls “media ” — such as the power of the state and money.

However, the modern state and economic systems have imposed their media on the lifeworld, and as money and politics seek to dominate the local lifeworld of people, they impede them from achieving a “true democracy.”

To Habermas, value rationality — attempts to achieve value-based goals that make life meaningful, such as being a good father — is tied to the lifeworld. Meanwhile, instrumental rationality — such as calculations of the means necessary to achieve a particular end — is tied to the state and economy.

The everyday relationships of people in society in modernity have been overtaken by a social structure that promotes money and power as keys to success and what is seen as morally right.

Habermas emphasized that money and power, and the instrumental relationships that people form in trying to achieve them, cannot be the sole foundation for consensus and communication.

The Colonization of the Public Sphere

Another idea that Habermas considers is the colonization of the public sphere. Habermas believed that news sources motivated by profit, promoting entertainment, and oversimplification dominated public life.

Rather than focusing on the nuances of issues through lengthy public debate, these colonizers encouraged arguments between people with simplified perspectives.

Habermas sets an ideal for public discourse, which he calls ideal speech communities. Habermaass differentiated communicative action — any action that someone takes with the intent to communicate — from strategic speech — which is instrumentally based and permeates the lifeworld under capitalist-based societies.

Rather than trying to simply communicate with people, those who use strategic speech are trying to manipulate people into achieving an end.

Habermas believed that the promise and hope of enlightenment and modernity is a society where people can talk in order to reach a consensus and make reasoned decisions. To have this, everyone needs an equal chance to speak without coercion, where any topic can be discussed, and where everyone can keep their speech free from ideology.

Such a situation constitutes the ideal speech community, which is the basis for and gives rise to civil society. This civil society must develop in the context of a liberal political culture that promotes equality and draws strong boundaries between large institutions and the lifeworld.

In the public sphere of real democracy, the state’s power is limited, and people can use persuasion but cannot obtain political power in the public sphere (Roderick, 1986).

Critical Evaluation

As a broad-ranging philosophical project, Critical Theory has experienced many tensions between theorists both in the same generation and across different generations of the tradition.

Critical Theory has also drawn criticism from outside.

Perhaps the most major criticism of Critical Theory is that it fails to provide rational standards by which it can show that it is superior to other theories of knowledge, science, or practice.

Gibson (1986), for example, says that critical theories suffer from cliquishness, conformity, elitism, immodesty, anti-individualism, contradictoriness, criticalness, and naivety.

As Hughes and Hughes say of Habermas’s theory of ideal public discourse, it “says much about rational talkers talking, but very little about actors acting: Felt, perceptive, imaginative, bodily experience does not fit these theories” (1990).

Critical Theory has also been criticized from a feminist perspective. This feminist criticism of Critical Theory contends that critical theories can be as narrow and oppressive as the rationalization, bureaucratization, and cultures they seek to unmask and change.

Ellsworth (1989), for example, acknowledges that critical theories are often so tied to their vision of the truth that they fail to see themselves as one of many voices and that the enlightening of the false consciousness of others may be a form of domination rather than liberation.

Coakley, J., & Pike, E. (2014). EBOOK: Sports in Society. McGraw Hill.

Critical Theory. (2005). In Stanford Encyclopedia of Philosophy. Retrieved from https://plato.stanford.edu/entries/critical-theory/

Ellsworth, E. (1989). Why doesn’t this feel empowering? Working through the repressive myths of critical pedagogy. Harvard educational review, 59(3), 297-325.

Gibson, R. (1986). Critical Theory and education. Hodder and Stoughton.

Habermas, Jürgen (1990a): Moral consciousness and communicative action. Christian Lenhardt and Shierry Weber Nicholsen (trans.). Maldon, MA: Polity Press.

Horkheimer, M. (1972). Critical Theory: Selected essays (Vol. 1). A&C Black.

Horkheimer, M. (1993). The present situation of social philosophy and the tasks of an institute for social research. Between philosophy and social science: Selected early writings, 11.

Horkheimer, M., & Adorno, T. (1973). The Dialectic of Enlightenment (London, Allen Lane).

Kozlarek, O. (2001). Critical Theory and the challenge of globalization. International Sociology, 16(4), 607-622.

Parker, L., & Roberts, L. (2005). Critical theories of race. RESEARCH METHODS, 74.

Roderick, R. (1986). Habermas and the foundations of Critical Theory. Macmillan International Higher Education.

Exploring the Critical Research Paradigm in Educational Research

A critical research paradigm is a methodology that involves examining societal problems in a systematic, objective, and critical manner. It emphasizes discovering and challenging assumptions, identifying power imbalances, and examining the impact of societal structures on research.

Critical research is rooted in critical theory, which is a theory that focuses on how ideology shapes people’s experiences and actions. This research approach is often used in fields such as sociology, education, and public health.

As you know we have already introduced the series of articles on Research Paradigms by reading all the different paradigms, also called philosophical perspectives, philosophical epochs, or, sometimes also called the “isms”. 

This article deals with Critical Theory but once again you may need to know about the research paradigm so here the basics are listed.

Choosing the right research paradigm is important in research because, for researchers, a paradigm shapes how we see the world and what we believe is possible. It involves ontological, epistemological, and methodological considerations that influence how we understand reality.

Richards (2003) agrees, highlighting that a paradigmatic position involves ontology and epistemology, which deal with our beliefs about the world. This means that paradigms differ not only in methodologies but also in basic philosophies. 

For new researchers, deciding on a paradigm for their research can be challenging. They often weigh options between positivist and constructive paradigms to establish a solid research foundation for obtaining valid data.

The dominance of positivist and constructive approaches has overshadowed the critical theory paradigm, which is relatively newer but potentially more robust. 

We believe that with the rise of the critical paradigm, we may see a shift from the traditional positive and constructive approaches to critical and non-critical ones. 

Non-critical paradigms focus on observing situations, while the critical paradigm, driven by a reformative spirit, goes beyond observation to actively seek positive change for a better world.

To better understand the potential of the critical paradigm and its transformative nature, it is essential to delve deeper into its principles and applications. This exploration will shed light on how the critical paradigm can contribute to advancing research and fostering positive societal change.

But first, let’s know the four main Research paradigms 

Table of Contents

4 Types Of Research Paradigm

In educational research, we are mainly limited to the following four research paradigms:

• Positivist Research Paradigm (Read This Article)
• Interpretive Research Paradigm (Read This Article)
• Pragmatist Research Paradigm (Read This Article)
• Critical Paradigm (Explained Below)

Hopefully, you have read all three research paradigms . So it’s time to continue and explore the fourth one which is the Critical Paradigm. 

Critical Paradigm Definition

The critical theory paradigm states that social science can’t be 100% objective, real, and value-free. That’s why this paradigm is focused on enacting social change through scientific investigation.

Critical theorists question knowledge and procedures and acknowledge how power is used (or abused) in the phenomena or systems they’re investigating.

The critical paradigm stands out as a distinct and influential perspective. Rooted in a foundation that explores the power dynamics, inequality, and the pursuit of social change.

This paradigm takes inspiration from early social theorists like Max Horkheimer and extends into contemporary contributions, notably those of feminist scholars such as Nancy Fraser.

“A critical paradigm is a research approach that questions and examines the status quo to uncover hidden power dynamics and inequalities. It involves a rigorous process of analyzing and interpreting information, uncovering hidden biases, and critiquing the societal value system. In critical research, the researcher’s positionality is also examined, to understand how it may impact the research process. Critical research can be applied to a wide range of fields, including education, sociology, public health, and criminal justice.”

Understanding Critical Paradigm

The critical paradigm fundamentally challenges the positivist viewpoint, asserting that social science can never achieve true objectivity or be entirely free from values. Instead, it positions itself as an approach geared towards social change. 

In contrast to traditional paradigms, critical researchers describe and explore their investigations with a conscious awareness of prevailing biases within systems, particularly against groups like women or marginalized ethnic communities.

Critical theory has historical ties to three prominent figures of the original Frankfurt School: Horkheimer, Adorno, and Marcuse. These scholars initiated the first systematic effort to apply traditional empirical research techniques to refine and test propositions derived from the Marxist tradition.

Horkheimer (1982: 244), a founding member of the Frankfurt School and a key figure in Critical Theory, defines the term as the pursuit of human emancipation to free individuals from enslaving circumstances. 

Critical theory stands in contrast to traditional theories that merely explore and confirm the existing status quo; instead, it challenges the status quo, aiming for a balanced and democratic society. It is particularly concerned with power relations within society, examining the interactions of race, class, gender, education, economy, religion, and other social institutions contributing to the overall social system.

Horkheimer’s definition sets forth three criteria for an adequate critical theory, as also noted by Bohman (2005): 

• It must explain what is wrong with the current social reality 
• Identify actions to bring about change
• provide clear norms for criticism and transformation

These criteria underscore the multidimensional nature of critical theory, requiring theorists not only to explore problems but also to identify effective strategies for societal implication.

Horkheimer’s influence from the Marxist notion of the supremacy of the economy’s overall social aspects is evident. 

However, Kincheloe & McLaren (2000) challenge Marx’s idea that the ‘base’ determines’ superstructures’, asserting the importance of other forms of power, including racial, gender, and sexual axes of domination.

They argue that economic factors are crucial but interconnected with other axes of oppression.

Critical theory does not merely aim to highlight and explain social factors causing oppression but also strives for a social setup based on equality for all members. 

While often associated with the Frankfurt School, critical theory encompasses various philosophical approaches with similar practical aims, such as feminism and critical race theory (Bohman, 2013).

Researchers interpret critical theory differently, allowing room for disagreement (Kincheloe & McLaren, 2000). 

There are several versions, including classical critical theory (closely related to neo-Marxist theory), post-positivist formulations divorcing from Marxist theory but insisting on conventional rigor, and postmodernist or constructivist-oriented varieties rejecting objective research concepts and critiquing the political-economic system.

Denzin & Lincoln (2007) combine these theories, emphasizing common features across feminist, ethnic, Marxist, cultural studies, and queer theory.

They assert a materialistic ontology privileging the real world’s impact on race, class, and gender. 

Subjectivist epistemologies and methodologies are employed, with empirical material and theoretical arguments evaluated in terms of emancipatory implications.

Critical theory, while open to constructive possibilities and empirical techniques, does not imply complete harmony with other paradigms. Arguments for the critical paradigm do not advocate the dissolution of other approaches but emphasize its more philosophical and accommodating nature compared to methodological paradigms less concerned with the independent nature of truth or reality.

Research Techniques In Critical Theory  

Critical theory is adaptable to any methodology or technique that could contribute to improving the unbalanced social system. To achieve these goals, critical theorists use diverse methodologies. Unlike constructivists and positivists, critical paradigms lack the concept of a ‘critical methodology.’ 

A defining characteristic of critical research methodology is the flexibility that allows for an ongoing contextual and not pre-determined linkage between theories and methods (Morrow, 1994). 

Hussain, Elyas, and Naseef (2013) note that critical researchers may utilize qualitative, quantitative, or mixed methods, with an inclination toward qualitative research designs . 

The key distinction from constructive research lies in the inherent reformative drive of critical research. 

Ideology critique, critical action research, and critical discourse analysis are typical tools in critical research. Fairclough (1999) uses the term ‘critical theory’ at times, related to the critique of ideology and the effects of domination but not specifically aligned with the critical theory of the Frankfurt School.

Ideology critique involves scrutinizing the ideology of powerful groups using particular values and practices to exert control over the proletariat or the suppressed class. 

An ideology is defined as an organized collection of ideas with the main purpose of offering societal change through a normative thought process.

False consciousness, a Marxist hypothesis, posits that material and institutional processes in capitalist society mislead the proletariat about the nature of capitalism, representing ideological control. 

Critiquing such practices and values reveals the vested interests of the exploiting group and restores the consciousness of the oppressed class.

Critical action research is another tool aimed at uncovering injustice and bringing about change. 

Cohen, Manion & Marrison (2000) elaborate that action research focuses on practice in education, empowering practitioners by giving them a voice and accounting for disadvantages affecting teacher communities based on gender, ethnicity, or other biases. 

In the educational context, teacher communities can enhance their professional status and practices in the classroom, improving the quality of education for pupils through competent critical research (Kincheloe, 2003).

Swann & Pratt (2003) observe that critically informed research in practice can resist positivistic tendencies in curriculum development evident in non-reflective and top-down standardized formats.

• Critical Theory challenges conventional knowledge bases and methodologies, aiming to reveal and critique socio-historical specificities that perpetuate structural inequalities. 
• It focuses on the critical meanings of experiences related to gender, race, and class oppression. 
• Within this framework, researchers acknowledge that social reality is historically created and reproduced by individuals, constrained by various forms of domination.
• Consciousness and identity formation occur within the political field of knowledge. 
• Critical theorists argue against dispensing with values and political considerations in research, emphasizing the influence of context and ideological frames of reference on our understanding. 
• Each historical period dictates what is considered scientific fact, contributing to the reproduction of societal inequalities across generations.

Critical Theory Asserts Three Types Of Knowledge: 

• Technical Interest for Control
• Practical Interest in Understanding Meaning
• Emancipating Interest in Growth And Advancement 

Researchers using this approach critique social structures through discourse analysis, exposing power relationships and societal dynamics, particularly conflicts and inequalities.

The practical application of critical theory in research emphasizes its role in criticizing and justifying the societal status quo while providing alternative knowledge for a better social order. The critical paradigm is rooted in an approach to science, a conception of society, and a vision to realize certain values.

Aviandi highlighted five studies of theoretical research using critical theory, encompassing Western Marxism, hermeneutics, Weberian, French social theory, and critical realism. The application of critical research in accounting includes works by Gendron and Humphrey, among others, demonstrating its relevance in understanding the social dimensions of auditing and accounting research.

Critical theory offers a powerful lens for researchers to engage with societal structures, promoting a deep understanding of power dynamics, societal conflicts, and the potential for emancipatory change. The webinar facilitated insightful discussions on critical paradigms and their practical applications, highlighting the ongoing relevance of this theoretical framework in contemporary research.

Critical Discourse Analysis CDA 

Critical Discourse Analysis (CDA) stands out as a valuable tool frequently used by researchers within the critical paradigm. 

According to Van Dijk (2001), CDA is a type of discourse analytical research that primarily examines how social power abuse, dominance, and inequality manifest, persist and encounter resistance through text and talk in the social and political context.

This definition shows the analytical nature of CDA, focusing on the misuse of power by social institutions based on political, cultural, ethical, or gender considerations. The critical analyst’s role extends beyond understanding to exposing and challenging the social inequality revealed through critical discourse analysis.

Fairclough (2003) notes that discourse analysis should be complemented by other types of analysis, such as sociological or ethnographic approaches, in research on change. 

CDA holds significant potential for critical research, contributing to societal transformation. 

Discourse structures play a pivotal role in shaping power relations, influencing how we negotiate relative status through interactions. The interconnected dynamics of language, power, and society warrant exploration from the CDA perspective. In this regard, ‘the declared purpose of CDA is to expose how language is used in the socio-political abuse of power.

Characteristics of Critical Theory 

Rejecting objectivity for social transformation.

A key departure from positivism lies in the critical paradigm’s rejection of the notion of objective and value-free research. Critical researchers acknowledge that biases are inherent, and their work is a deliberate effort to illuminate and rectify these biases. The pursuit of social change is not just an incidental outcome but a primary objective woven into the fabric of their research endeavors.

From Analysis to Action

In the critical paradigm, research is not a detached observation of power imbalances but a proactive engagement to alter these imbalances. Researchers operating within this framework recognize the need for systemic change and design their projects to contribute meaningfully to this transformation. This entails collecting data that not only informs understanding but also empowers individuals and advocates for structural shifts.

Implications for Educational Research

Applying the critical paradigm to educational research signifies a commitment to unraveling and challenging power dynamics within educational systems. Researchers within this paradigm explore how biases and inequalities manifest in educational settings, aiming not only to document these issues but to instigate tangible changes. This approach resonates particularly with postgraduate students navigating the complexities of educational research, encouraging them to adopt a lens that goes beyond observation to actively foster positive change.

The critical paradigm offers a robust framework for researchers in education to navigate the complexities of power, inequality, and social change. As postgraduate students delve into the nuances of educational research, embracing the critical paradigm can provide a transformative lens through which to view and contribute to the evolving landscape of education.

Critical Paradigm Examples

The Critical Paradigm provides a lens through which we can critically examine and address various issues within the educational system. 

Here are examples that illustrate the application of the Critical Paradigm from an educational and classroom perspective:

Curriculum Critique:

Critical theorists in education often engage in a critique of curriculum design and content. They question whose perspectives and histories are included or excluded, aiming to uncover underlying power dynamics and biases. For instance, a critical examination of the history curriculum might reveal Eurocentric perspectives, prompting a call for a more inclusive and diverse representation.

Pedagogical Approaches:

The Critical Paradigm influences pedagogical approaches by questioning traditional teaching methods that may perpetuate inequalities. 

Educators adopting this perspective may explore participatory and dialogical teaching methods to empower students and encourage critical thinking . This approach aims to move beyond rote memorization towards a more engaged and reflective learning experience.

Power Dynamics in Classroom Interactions:

Critical theorists analyze power relations within the classroom, focusing on how teacher-student interactions may reinforce or challenge societal norms. For example, examining who gets to speak and whose perspectives are valued can reveal power imbalances. The goal is to create a classroom environment that fosters equitable participation and amplifies marginalized voices.

Inclusive Education Practices:

Critical theorists advocate for inclusive education practices that address the diverse needs of all students. This includes considerations of students with varying abilities, linguistic backgrounds, and socio-economic statuses. The paradigm prompts educators to question existing structures and policies that may perpetuate exclusionary practices.

Assessment Critique:

Assessment practices come under scrutiny from a critical perspective. Traditional forms of assessment , such as standardized testing, may be seen as perpetuating inequalities. Critical educators explore alternative assessment methods that consider diverse forms of intelligence and recognize the impact of socioeconomic factors on academic performance.

Social Justice Education:

The Critical Paradigm aligns with the promotion of social justice in education. Educators using this perspective may integrate themes of social justice into the curriculum, encouraging students to critically examine issues such as systemic racism, gender inequality, and economic disparities. The aim is to cultivate informed and socially conscious citizens.

Community Engagement:

From a critical standpoint, education extends beyond the classroom into the community. Critical educators may facilitate community engagement projects that address real-world issues. This approach connects classroom learning to broader societal contexts, encouraging students to apply critical thinking skills to effect positive change.

Language and Discourse Analysis:

Critical theorists analyze language and discourse within educational settings to uncover hidden power structures. This includes examining textbooks, classroom discussions, and educational policies . Identifying how language may reinforce or challenge societal norms helps create a more inclusive and empowering educational environment.

Critical Research Paradigm PDF

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Critical Analysis in Composition

Glossary of Grammatical and Rhetorical Terms

• An Introduction to Punctuation
• Ph.D., Rhetoric and English, University of Georgia
• M.A., Modern English and American Literature, University of Leicester
• B.A., English, State University of New York

In composition , critical analysis is a careful examination and evaluation of a text , image, or other work or performance.

Performing a critical analysis does not necessarily involve finding fault with a work. On the contrary, a thoughtful critical analysis may help us understand the interaction of the particular elements that contribute to a work's power and effectiveness. For this reason, critical analysis is a central component of academic training; the skill of critical analysis is most often thought of in the context of analyzing a work of art or literature, but the same techniques are useful to build an understanding of texts and resources in any discipline.

In this context, the word "critical" carries a different connotation than in vernacular, everyday speech. "Critical" here does not simply mean pointing out a work's flaws or arguing why it is objectionable by some standard. Instead, it points towards a close reading of that work to gather meaning, as well as to evaluate its merits. The evaluation is not the sole point of critical analysis, which is where it differs from the colloquial meaning of "criticize."

Examples of Critical Essays

• "Jack and Gill: A Mock Criticism" by Joseph Dennie
• "Miss Brill's Fragile Fantasy": A Critical Essay About Katherine Mansfield's Short Story "Miss Brill" and "Poor, Pitiful Miss Brill"
• "On the Knocking at the Gate in Macbeth " by Thomas De Quincey
• A Rhetorical Analysis of Claude McKay's "Africa"
• A Rhetorical Analysis of E B. White's Essay "The Ring of Time"
• A Rhetorical Analysis of U2's "Sunday Bloody Sunday"
• "Saloonio: A Study in Shakespearean Criticism" by Stephen Leacock
• Writing About Fiction: A Critical Essay on Hemingway's Novel The Sun Also Rises

Quotes About Critical Analysis

• " [C]ritical analysis involves breaking down an idea or a statement, such as a claim , and subjecting it to critical thinking in order to test its validity." (Eric Henderson, The Active Reader: Strategies for Academic Reading and Writing . Oxford University Press, 2007)​
• "To write an effective critical analysis, you need to understand the difference between analysis and summary . . . . [A] critical analysis looks beyond the surface of a text—it does far more than summarize a work. A critical analysis isn't simply dashing off a few words about the work in general." ( Why Write?: A Guide to BYU Honors Intensive Writing . Brigham Young University, 2006)
• "Although the main purpose of a critical analysis is not to persuade , you do have the responsibility of organizing a discussion that convinces readers that your analysis is astute." (Robert Frew et al., Survival: A Sequential Program for College Writing . Peek, 1985)

Critical Thinking and Research

"[I]n response to the challenge that a lack of time precludes good, critical analysis , we say that good, critical analysis saves time. How? By helping you be more efficient in terms of the information you gather. Starting from the premise that no practitioner can claim to collect all the available information, there must always be a degree of selection that takes place. By thinking analytically from the outset, you will be in a better position to 'know' which information to collect, which information is likely to be more or less significant and to be clearer about what questions you are seeking to answer." (David Wilkins and Godfred Boahen, Critical Analysis Skills For Social Workers . McGraw-Hill, 2013)

How to Read Text Critically

 "Being critical in academic enquiry means: - adopting an attitude of skepticism or reasoned doubt towards your own and others' knowledge in the field of enquiry . . . - habitually questioning the quality of your own and others' specific claims to knowledge about the field and the means by which these claims were generated; - scrutinizing claims to see how far they are convincing . . .; - respecting others as people at all times. Challenging others' work is acceptable, but challenging their worth as people is not; - being open-minded , willing to be convinced if scrutiny removes your doubts, or to remain unconvinced if it does not; - being constructive by putting your attitude of skepticism and your open-mindedness to work in attempting to achieve a worthwhile goal." (Mike Wallace and Louise Poulson, "Becoming a Critical Consumer of the Literature." Learning to Read Critically in Teaching and Learning , ed. by Louise Poulson and Mike Wallace. SAGE, 2004)

Critically Analyzing Persuasive Ads

"[I]n my first-year composition class, I teach a four-week advertisement analysis project as a way to not only heighten students' awareness of the advertisements they encounter and create on a daily basis but also to encourage students to actively engage in a discussion about critical analysis by examining rhetorical appeals in persuasive contexts. In other words, I ask students to pay closer attention to a part of the pop culture in which they live. " . . . Taken as a whole, my ad analysis project calls for several writing opportunities in which students write essays , responses, reflections, and peer assessments . In the four weeks, we spend a great deal of time discussing the images and texts that make up advertisements, and through writing about them, students are able to heighten their awareness of the cultural 'norms' and stereotypes which are represented and reproduced in this type of communication ." (Allison Smith, Trixie Smith, and Rebecca Bobbitt, Teaching in the Pop Culture Zone: Using Popular Culture in the Composition Classroom . Wadsworth Cengage, 2009)

Critically Analyzing Video Games

 "When dealing with a game's significance, one could analyze the themes of the game be they social, cultural, or even political messages. Most current reviews seem to focus on a game's success: why it is successful, how successful it will be, etc. Although this is an important aspect of what defines the game, it is not critical analysis . Furthermore, the reviewer should dedicate some to time to speaking about what the game has to contribute to its genre (Is it doing something new? Does it present the player with unusual choices? Can it set a new standard for what games of this type should include?)." (Mark Mullen, "On Second Thought . . ." Rhetoric/Composition/Play Through Video Games: Reshaping Theory and Practice , ed. by Richard Colby, Matthew S.S. Johnson, and Rebekah Shultz Colby. Palgrave Macmillan, 2013)

Critical Thinking and Visuals

 "The current critical turn in rhetoric and composition studies underscores the role of the visual, especially the image artifact, in agency. For instance, in Just Advocacy? a collection of essays focusing on the representation of women and children in international advocacy efforts, coeditors Wendy S. Hesford and Wendy Kozol open their introduction with a critical analysis of a documentary based on a picture: the photograph of an unknown Afghan girl taken by Steve McCurry and gracing the cover of National Geographic in 1985. Through an examination of the ideology of the photo's appeal as well as the 'politics of pity' circulating through the documentary, Hesford and Kozol emphasize the power of individual images to shape perceptions, beliefs, actions, and agency." (Kristie S. Fleckenstein, Vision, Rhetoric, and Social Action in the Composition Classroom . Southern Illinois University Press, 2010)

Related Concepts

• Analysis  and  Critical Essay
• Book Report
• Close Reading
• Critical Thinking
• Discourse Analysis
• Evaluation Essay
• Explication
• Problem-Solution
• Rhetorical Analysis
• Definition and Examples of Explication (Analysis)
• Rhetorical Analysis Definition and Examples
• Quotes About Close Reading
• How to Write a Critical Essay
• What Is a Critique in Composition?
• Definition and Examples of Analysis in Composition
• Definition and Examples of Evaluation Essays
• Understanding the Use of Language Through Discourse Analysis
• What Is a Written Summary?
• Critical Thinking in Reading and Composition
• Critical Thinking Definition, Skills, and Examples
• Miss Brill's Fragile Fantasy
• 6 Skills Students Need to Succeed in Social Studies Classes
• Stylistics and Elements of Style in Literature
• Informal Logic
• literary present (verbs)

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Definition of critical

• cavilling
• faultfinding
• hypercritical
• overcritical

critical , hypercritical , faultfinding , captious , carping , censorious mean inclined to look for and point out faults and defects.

critical may also imply an effort to see a thing clearly and truly in order to judge it fairly.

hypercritical suggests a tendency to judge by unreasonably strict standards.

faultfinding implies a querulous or exacting temperament.

captious suggests a readiness to detect trivial faults or raise objections on trivial grounds.

carping implies an ill-natured or perverse picking of flaws.

censorious implies a disposition to be severely critical and condemnatory.

synonyms see in addition acute

Examples of critical in a Sentence

These examples are programmatically compiled from various online sources to illustrate current usage of the word 'critical.' Any opinions expressed in the examples do not represent those of Merriam-Webster or its editors. Send us feedback about these examples.

Word History

in sense "being at a turning point," from 16th-17th century cretike, criticke "at a turning point" (Middle English cretic , borrowed from Late Latin criticus "at a turning point, decisive," borrowed from Greek kritikós , taken as derivative of krísis crisis , replacing earlier krísimos ) + -al entry 1 ; in sense "inclined to criticize, involving criticism," from critic entry 1 + -al entry 1 — more at critic entry 1

1556, in the meaning defined at sense 2a

Phrases Containing critical

critical angle

• critical care
• critical care unit
• critical condition
• critical faculties
• critical mass
• critical point
• critical race theory
• critical region
• critical thinking
• critical value
• form - critical
• on the critical list
• self - critical
• with a critical eye

Articles Related to critical

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Dictionary Entries Near critical

Cite this entry.

“Critical.” Merriam-Webster.com Dictionary , Merriam-Webster, https://www.merriam-webster.com/dictionary/critical. Accessed 20 Apr. 2024.

Kids Definition

Kids definition of critical, medical definition, medical definition of critical, more from merriam-webster on critical.

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4 Reasons Why Managers Fail

• Swagatam Basu,
• Atrijit Das,
• Vitorio Bretas,
• Jonah Shepp

Nearly half of all managers report buckling under the stress of their role and struggling to deliver.

Gartner research has found that managers today are accountable for 51% more responsibilities than they can effectively manage — and they’re starting to buckle under the pressure: 54% are suffering from work-induced stress and fatigue, and 44% are struggling to provide personalized support to their direct reports. Ultimately, one in five managers said they would prefer not being people managers given a choice. Further analysis found that 48% of managers are at risk of failure based on two criteria: 1) inconsistency in current performance and 2) lack of confidence in the manager’s ability to lead the team to future success. This article offers four predictors of manager failure and offers suggestions for organizations on how to address them.

The job of the manager has become unmanageable. Organizations are becoming flatter every year. The average manager’s number of direct reports has increased by 2.8 times over the last six years, according to Gartner research. In the past few years alone, many managers have had to make a series of pivots — from moving to remote work to overseeing hybrid teams to implementing return-to-office mandates.

• Swagatam Basu is senior director of research in the Gartner HR practice and has spent nearly a decade researching leader and manager effectiveness. His work spans additional HR topics including learning and development, employee experience and recruiting. Swagatam specializes in research involving extensive quantitative analysis, structured and unstructured data mining and predictive modeling.
• Atrijit Das is a senior specialist, quantitative analytics and data science, in the Gartner HR practice. He drives data-based research that produces actionable insights on core HR topics including performance management, learning and development, and change management.
• Vitorio Bretas is a director in the Gartner HR practice, supporting HR executives in the execution of their most critical business strategies. He focuses primarily on leader and manager effectiveness and recruiting. Vitorio helps organizations get the most from their talent acquisition and leader effectiveness initiatives.
• Jonah Shepp is a senior principal, research in the Gartner HR practice. He edits the Gartner  HR Leaders Monthly  journal, covering HR best practices on topics ranging from talent acquisition and leadership to total rewards and the future of work. An accomplished writer and editor, his work has appeared in numerous publications, including  New York   Magazine ,  Politico   Magazine ,  GQ , and  Slate .

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Press Release

U.S. Department of Energy Announces $28 Million to Decarbonize Domestic Iron and Steel Production

WASHINGTON, D.C. — In support of President Biden’s Investing in America agenda, the U.S. Department of Energy (DOE) today announced $28 million in funding to 13 projects across 9 states to advance zero-process-emission ironmaking and ultra-low life cycle emissions steelmaking. The transformative technologies funded through this program would be the first to meet both emissions and cost parity goals, meaning the new, transformative concepts must be cost competitive with existing technologies. The teams announced today—managed by DOE’s Advanced Research Projects Agency-Energy (ARPA-E) under the Revolutionizing Ore to Steel to Impact Emissions (ROSIE) program —support the Biden-Harris Administration’s goals to reduce harmful, climate-change fueling emissions and imports of iron and steel products.   “Iron and steel production are among the most difficult industrial sectors to decarbonize, which is why ARPA-E is laser focused on accelerating game-changing technological breakthroughs to lower emissions from these critical sectors,” said ARPA-E Director Evelyn N. Wang. “Today’s announcement will help the nation achieve President Biden’s ambitious clean energy and net-zero goals while also reinforcing America’s global leadership in clean manufacturing for generations to come.” The iron and steel industry accounts for approximately 7% of global greenhouse gas (GHG) emissions and 11% of global carbon dioxide (CO2) emissions. By 2050, global iron and steel demand is projected to rise as much as 40%. This projected growth underscores the importance of lowering emissions from this industry. Current blast furnace technologies—responsible for approximately 70% of global iron and steel GHG emissions—require carbon for heat, chemistry, and structure, making the process particularly difficult to decarbonize. The ROSIE projects selected today seek to revolutionize not just the iron or steelmaking process, but the entire supply chain from ore to final steel production. The following teams will work to develop and demonstrate novel technologies that produce iron-based products from iron-containing ores and alternative feedstocks without process emissions in the ironmaking step:

• Argonne National Laboratory (Lemont, IL) will further develop a microwave-powered hydrogen plasma rotary kiln process for reducing iron ore that would eliminate carbon dioxide emissions from the ironmaking process. Argonne’s method has the potential to reduce carbon dioxide emissions arising from ironmaking by 35% compared to the blast furnace process when using today’s grid and by 88% when using a future low-carbon grid, while also reducing the cost of making hot rolled steel. (Award amount: $3,066,221)
• Blue Origin (Los Angeles, CA) will use an “Ouroboros” system that produces high-purity ferro-silicate pig iron from low-quality iron ores using molten oxide electrolysis (MOE) with zero direct process greenhouse gas emissions. Blue Origin will leverage and transfer the MOE expertise developed for lunar applications toward novel, terrestrial iron making approaches. The approach could reduce greenhouse gas emissions from the terrestrial ironmaking industry and clean up mine tailing storage facilities across the country. (Award amount: $1,109,422)
• Electra (Boulder, CO) will develop a process for producing iron at the temperature of a cup of coffee using unconventional feedstocks and a process involving two electrochemical cell stacks. If successful, the project will produce iron for use in green steel with 80% less greenhouse gas emissions at half the cost of existing traditional fuel-based processes. (Award amount: $2,874,596)
• Form Energy (Somerville, MA) will leverage its patent-pending breakthrough to directly produce iron powders from alkaline iron ore slurries in a first-of-a-kind powder-to-powder process. Using domestically available iron ore feedstocks, the process has the potential to produce greenhouse gas emission-free iron at cost parity with today’s carbon-intensive ironmaking methods. (Award amount: $1,000,000)
• Georgia Institute of Technology (Atlanta, GA) will work on a method to produce net-shaped engineered lattice structures and cellular structures of alloy steels by solid-state direct reduction of extruded structures. Several potential markets for the use of structural steels—where lightweighting and stiffness are most highly valued—include aerospace, military, and civilian aircraft, as well as automotive structural components. (Award amount: $2,843,274)
• Limelight Steel (Oakland, CA) will convert iron ore into iron metal using a laser furnace without emitting carbon dioxide at lower cost than a blast furnace. The process leverages semiconductor laser diodes, which enable new temperature and pressure ranges to reduce high- and low-grade iron ore fines into molten iron metal. Limelight estimates that their technology would reduce energy consumption of steelmaking by 46% and emissions by 81%. (Award amount: $2,910,346)
• Pennsylvania State University (State College, PA)  will develop an efficient, productive, and reliable electrochemical process for the economical reduction of iron ore at temperatures below 600°C without direct greenhouse gas emissions. The approach of a metallic anode protected by a solid metal oxide would overcome many of the challenges of anodic degradation that have hindered historical progress in this area. A host of electrolytes will be investigated while processing mixed Fe(II) and Fe(III) ores and simultaneously addressing ore impurities.  (Award amount: $760,000)
• Phoenix Tailings (Woburn, MA) will utilize an ore-to-iron production process using the arc generated from an air-gapped electrode to electrolyze the molten oxide electrolyte powered by clean electricity. Molten oxide electrolysis is a promising alternative to conventional approaches, but until now has required anode materials that are either consumable or prohibitively expensive. (Award amount: $1,000,000)
• Tufts University (Medford, MA) will develop a method to directly reduce iron ore concentrates with ammonia, eliminating all direct process emissions from the ironmaking step, as well as emissions that result from baking iron ore with clay to make hard pellets. By using low-grade ores, bypassing the pellet-hardening step, and lowering melting costs, this new approach to ammonia-based reduction would reduce the cost of domestic steel while decreasing total steel emissions by greater than 60%. (Award amount: $2,924,514)
• University of Minnesota (Minneapolis, MN)  will work on a fully electrified microwave hydrogen plasma process to replace blast furnace technology. The technology will use blast furnace and direct reduction grade iron ore concentrates, eliminating the emissions associated with the pelletization, sintering, and coke-making steps in the conventional blast furnace process.  (Award amount: $2,820,071)
• University of Nevada (Las Vegas, NV) will develop technology to use electrowinning to convert pulverized iron ore into pure iron that is deposited on a cathode. The goal is to create a laboratory-scale prototype of an impeller-accelerated reactor that maintains the production of one kilogram per hour of over 95% pure iron for 100 hours. (Award amount: $2,102,353)
• University of Utah (Salt Lake City, UT)  will advance a hydrogen-reduction melt-less steelmaking technology. The proposed process has the potential to drastically reduce energy consumption by eliminating several high-energy steps in traditional iron and steelmaking and is conducted at substantially lower temperatures than conventional methods. This approach is projected to decrease energy use by at least 50% in the production of steel mill products and up to 90% in creating near-net-shape steel components. (Award amount: $3,479,082)
• Worcester Polytechnic Institute (Worcester, MA)  will focus on manufacturing technologies for low carbon electrolyzed iron powder to be used in iron-silicon electrical steel. The work could revolutionize iron production by replacing the traditional carbothermic process while significantly reducing energy usage, greenhouse gas emissions, and cost. (Award amount: $1,241,919)

Access project descriptions for the teams announced today on the  ARPA-E website . If successful, novel ironmaking technologies meeting the metrics set forth by ROSIE will enable a reduction of U.S. emissions by over 65 million metric tonnes CO2 emitted annually (approximately 1% of U.S. emissions) and global emissions by over 2.9 gigatonnes annually (5.5% of global emissions).

ARPA-E advances high-potential, high-impact clean energy technologies across a wide range of technical areas that are strategic to America's energy security. Learn more about these efforts and ARPA-E's commitment to ensuring the United States continues to lead the world in developing and deploying advanced clean energy technologies. 

Selection for award negotiations is not a commitment by DOE to issue an award or provide funding. Before funding is issued, DOE and the applicants will undergo a negotiation process, and DOE may cancel negotiations and rescind the selection for any reason during that time.

Press and General Inquiries: 202-287-5440 [email protected]