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Preface

For over two decades, researchers have been grappling with online inquiry, including gaining access to spaces, communicating with participants, and obtaining informed consent. Before the advent of Web 2.0, online research primarily examined static, heavily text-based forms and spaces, such as email, chatrooms, and websites. Though studies of the primitive Internet often were focused on content analysis or involved offline methods to clarify online data, such as face-to-face individual interviews (Reid, 1994; Turkle, 1995), near the end of the twentieth century, online spaces began to gain recognition as vehicles for recruiting and communicating with participants (Gaiser, 1997). More recently, researchers have conducted a range of online studies of behavior and meaning making, from examinations of teamwork and leadership in massively multiplayer gaming to investigations of youth literacy and writing development through fanfiction (Chen, 2012; Lammers, 2012).

In this book, we acknowledge the evolving nature of online spaces and advocate for a pragmatic approach to data collection and analysis that will support a rich understanding of meaning making in these environments. As such, Conducting Qualitative Research of Learning in Online Spaces provides guidance for researchers who wish to design and conduct diverse studies of learning in online contexts.

As researchers advance investigations of learning in online spaces, contemporary studies often target dynamic spaces that are user-driven, social, and collaborative, which we refer to as networked field sites. To capture the interactions within these sites, researchers can draw on a variety of theoretical frameworks, methodological approaches, and data sources to better understand learning in online spaces. For instance, methods for collecting data in online environments often include observation, in-depth interviews, focus group interviews, surveys, and artifact analysis. Though the examination of learning in online spaces may have features similar to traditional face-to-face approaches, some researchers have suggested that “online qualitative research cannot be considered a reproduction of traditional techniques on the Internet but is a different set of tools, with its own peculiar advantages and limitations” (Graffigna & Bosio, 2006, p. 68). Participants’ experiences are informed by both the online and offline world, so it is important for researchers to consider how to attend to data that are drawn from both online and offline spaces.

In many ways, these points are related to Matthew Williams’s (2007) questions about the role of the researcher in online spaces. He has challenged the field to consider these questions:

To what extent is the researcher able to write in a convincing way about the people studied when anonymity inherent in Internet interactions casts doubts upon the identities of research participants? How does the participant observer manage his or her identity in settings mediated by text and graphics, and what impact might this have on data collection? How are researchers to conceptualize the boundaries of online settings and the experiences of those observed? (p. 8)

Williams’s prompts suggest that we need to do more than just select the appropriate method for accessing and collecting data. As online researchers, we argue that:

 we need to understand relationships between researchers’ mental models and participants’ experiences (see Chapter One);

 we need to grasp how researchers can trace learners’ meaning making across various networked field sites, thereby initiating ways to extend the boundaries of knowledge and traditions (see Chapter Two);

 we need to consider how our theories of learning influence the studies that we design and conduct (see Chapter Three);

 we need to place greater emphasis on the complicated aspects of researchers’ reflexivity, bias, and positioning as research tools (see Chapter Four);

 we need to determine how multiple data sources can be assembled and analyzed to capture richer pictures of online meaning making (see Chapters Five and Six);

 we need to support and conduct ethical research in online environments (see Chapter Seven); and

 we need to continually rethink research methods in light of evolving spaces and practices (see Chapter Eight).

These concepts have led us to contemplate how researchers approach online learning and advocate for moving beyond tradition; in order to understand multidimensional and multi-sited learning, researchers need to be creative in their approaches to data collection and analysis. Such a pragmatic stance is not about a cavalier disregard for tradition; rather it is about responding to an evolving learning landscape that supports not only new and creative forms of meaning making, but also more expansive research designs. As such, we see the future of research in online learning as requiring multiple approaches. Extending ideas from the mixed methods tradition, John W. Creswell (2015) proposed that multimethod approaches allow researchers to collect and analyze multiple forms of qualitative data to better understand a given study. By supporting a multimethod approach, we contend that researchers will be able to describe how people make meaning in online environments.

The Structure of This Book

Conducting Qualitative Research of Learning in Online Spaces is a methodological primer that examines multifaceted approaches to researching learning in online environments. Our book considers the affordances and constraints of conducting research within networked field sites to better understand the nature of online learning.

Because we look to mixed and multimethod approaches to research within online environments, each chapter supports readers by engaging them in critically questioning and applying the conceptual and theoretical perspectives to their own work. Readers are encouraged to think through their own studies by considering the guiding questions that are provided at the beginning of each chapter, as well as the Connecting to Your Work questions for reflection at the end of each chapter.

Additionally, to help readers make sense of the concepts and methods we discuss throughout, we provide Spotlight Boxes within each chapter that feature a variety of studies and their methods, tools, concepts, and findings. Our hope is that these support structures will guide readers in their own qualitative research.

This book builds on discussions of learning and online spaces, conceptual frameworks and research design, multiple methods for collecting and analyzing data, as well as established and evolving ethical philosophies. Inherent across all of the following chapters is the need for researchers to be creative, agentive, and purposeful in selecting and/or combining methods to aptly study meaning making in protean spaces.

Chapter One explains the underlying premise of what constitutes research of learning in online spaces. Highlighting the importance of researcher agency and creativity, the chapter looks to remixing as a frame for conducting multimethod qualitative research. In so doing, it underscores mental models and logics of inquiry as key elements in the pragmatic design of multimethod qualitative studies.

Chapter Two provides an overview of online spaces, such as blogs, wikis, and forums, that can inform online qualitative research. This chapter focuses on inquiries of meaning making in networked field sites that are not temporally or spatially confined. This chapter suggests that, because of the diverse range of participants’ purposes for engaging in these spaces, researchers need to exercise flexibility in the way that they approach research design.

Chapter Three surveys various conceptual frameworks used to study learning and draws particular attention to behavioral theories, cognitive theories, and social theories of learning. Details about the three frameworks are provided, including a brief review of research employing each framework. The chapter then articulates contemporary frameworks for conceptualizing learning in online spaces, such as affinity spaces, connected learning, and participatory cultures. Finally, it discusses how researchers might align learning theories with their topic or online spaces of interest.

Chapter Four examines researcher positioning within online spaces. More specifically, it considers how researchers might participate in their research sites and interact with participants, providing a continuum from non-interactional “lurking” and “creeping,” to full participation in an environment. Examining forms of participation and interaction is central to understanding the role of the online researcher, as well as the nuances of participatory practices, online cultures, and virtual data collection.

Chapter Five addresses data collection in light of evolving online spaces. Honoring traditional qualitative methods as well as a pragmatic approach to data collection, this chapter examines various contemporary methods to study online meaning making. It also outlines key questions to ask when considering data sources and data collection techniques.

Chapter Six focuses on data analysis. It begins by discussing research questions and data analysis plans and then reviews potential methods that may be used alone or mixed in creative ways. The chapter focuses on thematic, grounded theory, discourse, and artifact analyses, and it also examines studies that use multimethod approaches to describe learning and participation in online spaces. Readers will consider the theoretical assumptions embedded in different forms of data analysis, as well as how to align their data analysis with their overarching interests and study designs.

Chapter Seven considers ethical aspects of conducting research in online spaces. This chapter traces the history of cases and policies that have contributed to the field of research ethics, and it discusses how these cases are related to the various policies that inform the conduct of ethical research in online spaces. This chapter provides recommendations for navigating ethics review boards and discusses what constitutes public information and private information, including the impact of security settings on ethical data collection. Additionally, it considers how to ensure the anonymity of one’s research participants in online research contexts through layers of concealment depending on the sensitivity of the data collected.

The final chapter, Chapter Eight, moves scholars beyond their current research and engages them in considering the next steps to take or new technologies to explore in future inquiries. This chapter encourages readers to think through practical applications for how their research informs their understanding of learning, as well as ways to examine the implications of their research.

Conducting Qualitative Research of Learning in Online Spaces

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