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RobertWSchrauf 2016 2FourEmpiricalMixedMe MixedMethodsInterview
RobertWSchrauf 2016 2FourEmpiricalMixedMe MixedMethodsInterview
Cross-Cultural Comparisons
The use of mixed methods in cross-cultural research actually has a very long
tradition. Anthropologists, for instance, often collect both qualitative and
quantitative data during fieldwork and report both types of data in ethnographic
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24 Four Empirical, Mixed Methods Cross-Cultural Comparisons
researcher conceives the cross-cultural project. Thus, for each study, I ask two
sets of questions. First, I ask: What does this research tell us about the
assumptions, nature, and implications of cross-cultural comparison? How do
the research questions drive the selection of groups for comparison? How do
the authors structure the groups to be compared to render them comparable?
Why precisely were these communities chosen? The second set of questions
concerns the logic and theory of integrating the contributions made by quali-
tative and quantitative data and analysis. What kinds of qualitative and
quantitative data are collected? Is there a larger methodological paradigm
that frames the mutual contributions of qualitative and quantitative data?
After addressing these two sets of concerns separately for each study,
I summarize the lessons learned collectively from the four studies. Lastly,
I introduce a discourse-centered approach as an alternative and supplementary
framework for cross-cultural comparison.
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Study 1 25
cultural contexts and analyzed both within and between groups to make
principled comparisons.
4. Data collection involving human interaction. I restricted my search to
studies in which data were generated by means of human beings interacting.
This stricture excludes studies in which qualitative data were drawn from
monological texts (newspaper articles, historical documents, web pages,
transcribed political speeches, public records, epistolary collections, and the
like), where interaction between the researcher and living human partici-
pants is minimal. Similarly, this constraint excludes studies in which the
quantitative data are in the form of census, demographic, economic, trade,
governmental records, and the like, where researchers were not involved in
any interaction with participants. Although valuable and rich cross-cultural
studies have been and will be conducted by using these kinds of data, this
book focuses on the discourse that produces the data; thus, I chose social and
behavioral studies in which data were generated interactively.
For each study, I present a brief synopsis of the purposes for which it was
conducted and the places where the data were gathered. In separate sections,
I address the two sets of questions posed above, concerning the issues of
constructing contexts for comparison and the overarching analytic frameworks
within which the authors integrate the qualitative and quantitative data.
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26 Four Empirical, Mixed Methods Cross-Cultural Comparisons
These communities existed as distinct social worlds, and people within the communities
regularly discussed themselves in relation to shared social identities (as being of “the
projects” and “refugiados”). Both communities also shared structural poverty relative to
their broader national contexts. As such, outside organizations often considered the
communities as “needy” and thus, regularly offered service programs to local residents.
(Guest 2007, pp. 2 and 3)
Thus, an extrinsic motive also drove the selection of participants: the author
was interested in communities identified by social organizations that “were
regularly targeted by external agencies for interventions” (Guest 2007, p. 1).
What might this approach tell us about the assumptions, nature, and impli-
cations of cross-cultural comparison? Perhaps most striking is the emphasis on
the local. The author’s methodological commitment to ethnography drives his
focus on microsocial, interpersonal interaction that necessarily takes place in
and is shaped by larger, historically conditioned national contexts (i.e., shared
structural poverty), but these latter necessarily become empirically relevant in
how they are refracted through thoroughly quotidian social relations and
interactions. This focus on the fine-grained details of local life undergirds
careful experience-near descriptions of the rationality and practices of partici-
pants, and the cross-cultural comparison then involves a close look at the
similarities and differences in the cultural processes at work in each setting.
On the basis of Guest’s research question (how do norms, values, and
practices in local sociocultural worlds such as Concrete Park and Pena influ-
ence the meaning of self-esteem for children?), cultural processes (perhaps
glossed as cultural logics; Holy 1987) are of key theoretical interest in his study.
Self-esteem is a psychological construct, and we might ask whether this
construct means the same thing across both cultural contexts. The answer is
of course “yes and no,” and this points up both the strength and weakness of
cross-cultural, comparative ethnography. Its strength lies in thick description
(Geertz 1973) – the as-near-as-possible authentic rendering of how the locals
experience and understand life, and its weakness lies in a near brush with
incommensurability – the always-partial, always-qualified, “it depends” nature
of comparison.
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Study 1 27
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28 Four Empirical, Mixed Methods Cross-Cultural Comparisons
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Study 2 29
This latter assumption is precisely the one made in this article. What makes the
Chinese and Pakistani minority groups different from the majority is their
culture, and here culture is equivalent to beliefs, principally religious value
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30 Four Empirical, Mixed Methods Cross-Cultural Comparisons
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Study 2 31
a construct across the Chinese, Pakistani, and white cultural groups. That is,
across the minority and majority groups, the construct must be seen as relevant
or irrelevant, salient or unmarked, consequential or inconsequential in the same
ways. Essentially, the construct must have the same meaning across the cultural
groups. Further, since complex and unobservable constructs are operationa-
lized by means of simpler, observable variables or items, it is crucial that each
constitutive item have the same meaning across groups to eliminate bias.
Achieving these goals is best done by integrating qualitative and quantitative
data.
Assessing construct equivalence is the strength of qualitative research. When
the authors of the study say that focus groups were used to assess “the accept-
ability of the entire scale and the extent to which this covered concepts of
mental well-being relevant to each community” (Taggart et al. 2013, p. 4), they
were addressing construct validity. There is, however, a quantitative version of
“meaning” that involves a statistical analysis of between-group responses to the
instruments (surveys, tests, scales) used to investigate the construct to be
compared.
Canonically, there are four levels of quantitatively established construct
equivalence: functional, structural, metric, and scalar (Fontaine 2008; Van de
Vijver and Leung 2006).
• Functional equivalence stipulates that across groups, instruments should
show the same pattern of positive correlations with other related measures
and zero or negative correlations with unrelated measures. Hence, in addition
to the WEMWBS, the authors also administered the General Health
Questionnaire and the World Health Organization Well-Being
Questionnaire, and they ran correlations between these and the WEMWBS.
• Structural equivalence obtains if instruments show the same factor loadings
across cultural groups. In the Taggart et al. study, the factor structure was
different for the Chinese (one factor) compared with Pakistani factor solu-
tions (three factors), but the authors noted that these results were similar to
results from the majority populations.
• Metric equivalence requires that items show comparable loadings on the
factors.
• Scalar equivalence requires that instruments have the same origin (i.e., the
same intercept for the regression function linking the items with the latent
factors). Technically, cross-cultural comparison should be done only when
this last condition is fulfilled (Fontaine 2008). However, even a brief review
of the literature will show that most cross-cultural studies report functional
and structural equivalence but rarely report metric or full scalar equivalence.
Indeed, that is the case with the article by Taggart et al.
Bias refers to the possibility that individuals in either group respond differ-
ently to the same item because one group understands the item differently than
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32 Four Empirical, Mixed Methods Cross-Cultural Comparisons
the other group. This is called differential item functioning, and in cross-
cultural work it often occurs when the translation is inaccurate (Allalouf,
Hambleton, and Sireci 1999). In essence, differential item functioning means
that the groups are taking different surveys because the survey items are not
functionally equivalent. Although there are statistical procedures to assess
differential item functioning (see Lai, Teresi, and Gershon 2005), they were
not used in the WEMWBS research. Rather, based on the reports from the focus
groups, we see that some minority participants understood particular items
differently than the majority population, and in each group participants men-
tioned “aspects of mental well-being not covered in the scale” (p. 10). Thus, it
seems that Chinese versus Pakistani participants had partly overlapping, but
also partly unique, ideas about what constituted mental well-being.
In sum, the bias-and-equivalence framework sets the meaning equivalence
of constructs as the precondition for comparing the responses of different
groups to instruments measuring those constructs. Further, the assessment of
construct equivalence (and relatedly, item bias) depends ideally on the com-
bined strengths of qualitative and quantitative data. In this sense, the bias-and-
equivalence framework serves as an overarching framework for the mixed
methods integration in this study.
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Study 3 33
et al. 2008, p. 1921), they create a picture, point for point, of nearly identical
institutional situations. Both countries have majority populations within which
there exists the significant presence of minorities: in Canada, an Anglo-
European majority (81 percent) and multiple-origin ethnic populations; in
Singapore, a Chinese majority (75 percent) with Malay and Indian minority
groups. In both countries, per capita gross national income and life expectancy
are similar. Both countries have free and universal educational systems, with
similar enrollment levels and English as the language of instruction.
Educational systems in both countries take part in similar outcome measures.
The authors note, for example, that schools in both countries take part in
international assessment programs such as the Program for International
Student Assessment and Trends in International Mathematics and Science
Study (p. 1921). Finally, other than ethnicity, the demographics of the teacher
samples are also similar (in terms of gender, age range, native-born status, and
years of experience). In sum, the institutional culture of twenty-first-century
education seems much the same across the two sites, which is not surprising,
given that both countries shared a common relationship to the British
Commonwealth.
In contrast to these institutional and demographic similarities, the authors
draw attention to cultural differences between the countries. They note that,
“according to Hofstede’s cultural dimensions, Canada ranks higher in indivi-
dualism than Singapore and lower on power distance” (Hofstede 1980,
p. 1921). Hofstede had collected data from IBM employees in fifty countries
between 1973 and 1979, and he argued that there were four dimensions on
which national cultures differed. Of these four dimensions, individualism
versus collectivism described the tendency to accentuate personal achievement
and individual rights over group effort and group membership, and high-power
versus low-power distance distinguished between people who find an unequal
distribution of power in social groups acceptable (high-power distance) versus
people who expect consultation and democratic process (low-power distance).
Reading Hofstede’s rankings from the 1970s and 1980s onto contemporary
Canada and Singapore, the authors differentiate them on these dimensions:
Canada is more individualist and low-power distance; Singapore is more
collectivist and high-power distance.
What does this approach tell us about the assumptions, nature, and implica-
tions of cross-cultural comparison? The variables in this study are in fact
measures of beliefs. The survey included a twelve-item measure of teacher self-
efficacy, a twelve-item measure of teacher collective efficacy, and an eight-item
scale of academic climate. Even data on socioeconomic status was reported as
a teacher belief: teachers rated the “socioeconomic status of the majority of
your students (family income-level compared to most people in your city)” on
a five-point scale (Klassen et al. 2008, p. 1923). The qualitative interviews were
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34 Four Empirical, Mixed Methods Cross-Cultural Comparisons
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Study 4 35
Caracelli, and Graham 1989). As the authors note, the logic of integrating
these methods is captured in a “pragmatic stance that bridges research
paradigms, and is inclusive, pluralistic, and focuses on the best way to
answer research questions” (p. 1922).
A growing number of authors cite pragmatism as the appropriate philoso-
phical paradigm underlying much of the mixed methods research (e.g., Feilzer
2010; Johnson and Onwuegbuzie 2004; Maxcy 2003; Morgan 2007; Rallis and
Rossman 2003). In brief, where quantitative enquiry is understood to assume
a singular reality that is empirically available to objective, bias-free observa-
tion and where qualitative enquiry is understood to assume that there are
multiple, constructed realities available perspectivally through subjective inter-
pretation, pragmatism articulates an approach to combining both paradigms
because it is oriented toward “solving practical problems in the ‘real world’”
(Feilzer 2010, p. 8). Employing language borrowed from the early pragmatist
John Dewey, Feilzer suggests that the social world is experienced as a single
existential reality, in which “there are layers of the ‘stable and the precarious’
(Dewey 1925, p. 40), layers of ‘completeness, order, recurrences which make
possible prediction and control, and singularities, ambiguities, uncertain pos-
sibilities, processes going on to consequences as yet indeterminate’ (Dewey
1925, p. 47)” (Feilzer 2010, p. 8). Although it might be tempting to assign the
usual dichotomous attributions, where “stable,” “completeness, order, recur-
rences,” and “prediction and control” belong under quantitative enquiry, and
“precarious” and “singularities, ambiguities, uncertain possibilities” belong
under qualitative enquiry, such a reading would do injustice to the mixed
methods paradigm, which intends a single synoptic, integrative vision. That
is, working consciously within a pragmatic paradigm, mixed methods research-
ers are not simply juxtaposing the findings from different methods but rather
are deeply committed to the notion that neither approach alone is even mini-
mally adequate to the scientific tasks of describing, predicting, and explaining
the complexity of social reality.
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36 Four Empirical, Mixed Methods Cross-Cultural Comparisons
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Study 4 37
of Bourdieu’s model is through comparative analysis across national social spaces. Such
an approach also brings into stark relief the ways in which such spaces are constructed
methodologically. (p. 258)
This last comment strikes to the heart of the reflections in this chapter.
In essence, the cultures to be compared are not simply “there” in any simple
sense but must be carefully articulated and artfully bounded to facilitate mean-
ingful reflection. For Purhonen and Wright, this methodological construction is
rooted not only in the Bourdieusian theory of fields but also in the reasoning
behind multiple correspondence analysis as an analytical method. It is to that
method we now turn.
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38 Four Empirical, Mixed Methods Cross-Cultural Comparisons
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Collected Reflections 39
In sum, by modeling relations across individuals at the group level, the social
scientist gains a synoptic view of a social field that is not systematically
available to participants within the field, and by close examination of indivi-
duals’ lived experience, the social scientist gains insight into how personal
worlds (and personal choices) are shaped by their precise location in the larger
social field. Researchers are themselves, of course, located within such fields,
and hence reflexivity is required in the craft of research itself. Thus, researchers
who use mixed methods have argued that reflexive sociology offers a unique
theoretical and methodological paradigm that coherently integrates both qua-
litative and quantitative data collection and analysis. Further, the Purhonen and
Wright study makes a convincing demonstration of using mixed methods
(correspondence analysis plus interviews) for cross-cultural comparison.
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40 Four Empirical, Mixed Methods Cross-Cultural Comparisons
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Collected Reflections 41
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42 Four Empirical, Mixed Methods Cross-Cultural Comparisons
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Collected Reflections 43
rather by showing how both levels are present and operative in a thoroughly
intertwined manner in both types of data. For instance, the mapping of indivi-
duals in a quantitative analysis plays a crucial role in tying the analysis back to
specific participants (by generating the sampling frame for selecting indivi-
duals for face-to-face interviews). Then, at that individual level, the researchers
search for how societal or group-level structures and strictures are encoded in
the habitus and practices of actual participants.
Finally, there is the possibility of integrating data types within a common
methodological framework, as in Guest’s study of childhood self-esteem in
a Chicago housing project and Luandan refugee camp and Klassen et al.’s
validation of a study of well-being among Chinese and Pakistani immigrants in
the United Kingdom. As noted previously, Guest situates both his quantitative
measure of self-esteem and his face-to-face interviews in the larger context of
fieldwork ethnography. Klassen et al. work within the psychometric framework
of construct equivalence, and they use the quantitative data to test for cross-
cultural equivalence and the qualitative data to identify group-specific varia-
tions around that equivalent construct.
What is particularly curious about each of these approaches is the lack of
attention to language(s). First, there is the brute fact that the participants spoke
English, Portuguese, Finnish, Chinese, Pashtun, Urdu, Mirpuri, and other
Pakistani languages; hence, the interactions and data collection had to have
negotiated these many languages. The four articles exhibit a range of
approaches to this issue. At one end of the continuum, researchers collected
data only from individuals who spoke English. In their study of Chinese and
Pakistani ethnic groups, Taggart et al. (2013) say simply, “We undertook
quantitative surveys in purposive samples from two cities and focus group
discussions in age- (and in one ethnic group, sex-) specific groups of adults who
self-defined as English speaking” (p. 2). The authors note, however, that in
working with focus groups, local bilingual community workers and other
participants assisted individuals who were not fluent in English.
In the study of teacher self-efficacy in Canada and Singapore (Klassen et al.
2008), the researchers note that “surveys in both countries were completed in
English, which is the main language of instruction in both countries” (p. 1923).
No other mention is made of languages. In the middle of the continuum, in his
study of children in Angolan refugee camps, Guest (2007) describes working
with a field assistant who “served as my primary translator, clarifying questions
and responses during interviews to compensate for my imperfect Portuguese
language skills” (p. 10) and using back-translation for his self-esteem measure.
At the other end of the continuum, working in English and Finnish, Purhonen
and Wright are explicitly reflective about language issues, acknowledging that
the meaning of concepts and words should “have similar resonance in meaning
in all empirical settings under study. The problem of translation, however, is in
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44 Four Empirical, Mixed Methods Cross-Cultural Comparisons
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Collected Reflections 45
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46 Four Empirical, Mixed Methods Cross-Cultural Comparisons
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