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Feminist theory and its use in qualitative research in education.

• Emily Freeman Emily Freeman University of North Carolina at Chapel Hill
• https://doi.org/10.1093/acrefore/9780190264093.013.1193
• Published online: 28 August 2019

Feminist theory rose in prominence in educational research during the 1980s and experienced a resurgence in popularity during the late 1990s−2010s. Standpoint epistemologies, intersectionality, and feminist poststructuralism are the most prevalent theories, but feminist researchers often work across feminist theoretical thought. Feminist qualitative research in education encompasses a myriad of methods and methodologies, but projects share a commitment to feminist ethics and theories. Among the commitments are the understanding that knowledge is situated in the subjectivities and lived experiences of both researcher and participants and research is deeply reflexive. Feminist theory informs both research questions and the methodology of a project in addition to serving as a foundation for analysis. The goals of feminist educational research include dismantling systems of oppression, highlighting gender-based disparities, and seeking new ways of constructing knowledge.

• feminist theories
• qualitative research
• educational research
• positionality
• methodology

Introduction

Feminist qualitative research begins with the understanding that all knowledge is situated in the bodies and subjectivities of people, particularly women and historically marginalized groups. Donna Haraway ( 1988 ) wrote,

I am arguing for politics and epistemologies of location, position, and situating, where partiality and not universality is the condition of being heard to make rational knowledge claims. These are claims on people’s lives I’m arguing for the view from a body, always a complex, contradictory, structuring, and structured body, versus the view from above, from nowhere, from simplicity. Only the god trick is forbidden. . . . Feminism is about a critical vision consequent upon a critical positioning in unhomogeneous gendered social space. (p. 589)

By arguing that “politics and epistemologies” are always interpretive and partial, Haraway offered feminist qualitative researchers in education a way to understand all research as potentially political and always interpretive and partial. Because all humans bring their own histories, biases, and subjectivities with them to a research space or project, it is naïve to think that the written product of research could ever be considered neutral, but what does research with a strong commitment to feminism look like in the context of education?

Writing specifically about the ways researchers of both genders can use feminist ethnographic methods while conducting research on schools and schooling, Levinson ( 1998 ) stated, “I define feminist ethnography as intensive qualitative research, aimed toward the description and analysis of the gendered construction and representation of experience, which is informed by a political and intellectual commitment to the empowerment of women and the creation of more equitable arrangements between and among specific, culturally defined genders” (p. 339). The core of Levinson’s definition is helpful for understanding the ways that feminist educational anthropologists engage with schools as gendered and political constructs and the larger questions of feminist qualitative research in education. His message also extends to other forms of feminist qualitative research. By focusing on description, analysis, and representation of gendered constructs, educational researchers can move beyond simple binary analyses to more nuanced understandings of the myriad ways gender operates within educational contexts.

Feminist qualitative research spans the range of qualitative methodologies, but much early research emerged out of the feminist postmodern turn in anthropology (Behar & Gordon, 1995 ), which was a response to male anthropologists who ignored the gendered implications of ethnographic research (e.g., Clifford & Marcus, 1986 ). Historically, most of the work on feminist education was conducted in the 1980s and 1990s, with a resurgence in the late 2010s (Culley & Portuges, 1985 ; DuBois, Kelly, Kennedy, Korsmeyer, & Robinson, 1985 ; Gottesman, 2016 ; Maher & Tetreault, 1994 ; Thayer-Bacon, Stone, & Sprecher, 2013 ). Within this body of research, the majority focuses on higher education (Coffey & Delamont, 2000 ; Digiovanni & Liston, 2005 ; Diller, Houston, Morgan, & Ayim, 1996 ; Gabriel & Smithson, 1990 ; Mayberry & Rose, 1999 ). Even leading journals, such as Feminist Teacher ( 1984 −present), focus mostly on the challenges of teaching about and to women in higher education, although more scholarship on P–12 education has emerged in recent issues.

There is also a large collection of work on the links between gender, achievement, and self-esteem (American Association of University Women, 1992 , 1999 ; Digiovanni & Liston, 2005 ; Gilligan, 1982 ; Hancock, 1989 ; Jackson, Paechter, & Renold, 2010 ; National Coalition for Women and Girls in Education, 2002 ; Orenstein, 1994 ; Pipher, 1994 ; Sadker & Sadker, 1994 ). However, just because research examines gender does not mean that it is feminist. Simply using gender as a category of analysis does not mean the research project is informed by feminist theory, ethics, or methods, but it is often a starting point for researchers who are interested in the complex ways gender is constructed and the ways it operates in education.

This article examines the histories and theories of U.S.–based feminism, the tenets of feminist qualitative research and methodologies, examples of feminist qualitative studies, and the possibilities for feminist qualitative research in education to provide feminist educational researchers context and methods for engaging in transformative and subversive research. Each section provides a brief overview of the major concepts and conversations, along with examples from educational research to highlight the ways feminist theory has informed educational scholarship. Some examples are given limited attention and serve as entry points into a more detailed analysis of a few key examples. While there is a large body of non-Western feminist theory (e.g., the works of Lila Abu-Lughod, Sara Ahmed, Raewyn Connell, Saba Mahmood, Chandra Mohanty, and Gayatri Spivak), much of the educational research using feminist theory draws on Western feminist theory. This article focuses on U.S.–based research to show the ways that the utilization of feminist theory has changed since the 1980s.

Histories, Origins, and Theories of U.S.–Based Feminism

The normative historiography of feminist theory and activism in the United States is broken into three waves. First-wave feminism (1830s−1920s) primarily focused on women’s suffrage and women’s rights to legally exist in public spaces. During this time period, there were major schisms between feminist groups concerning abolition, rights for African American women, and the erasure of marginalized voices from larger feminist debates. The second wave (1960s and 1980s) worked to extend some of the rights won during the first wave. Activists of this time period focused on women’s rights to enter the workforce, sexual harassment, educational equality, and abortion rights. During this wave, colleges and universities started creating women’s studies departments and those scholars provided much of the theoretical work that informs feminist research and activism today. While there were major feminist victories during second-wave feminism, notably Title IX and Roe v. Wade , issues concerning the marginalization of race, sexual orientation, and gender identity led many feminists of color to separate from mainstream white feminist groups. The third wave (1990s to the present) is often characterized as the intersectional wave, as some feminist groups began utilizing Kimberlé Crenshaw’s concept of intersectionality ( 1991 ) to understand that oppression operates via multiple categories (e.g., gender, race, class, age, ability) and that intersecting oppressions lead to different lived experiences.

Historians and scholars of feminism argue that dividing feminist activism into three waves flattens and erases the major contributions of women of color and gender-nonconforming people. Thompson ( 2002 ) called this history a history of hegemonic feminism and proposed that we look at the contributions of multiracial feminism when discussing history. Her work, along with that of Allen ( 1984 ) about the indigenous roots of U.S. feminism, raised many questions about the ways that feminism operates within the public and academic spheres. For those who wish to engage in feminist research, it is vital to spend time understanding the historical, theoretical, and political ways that feminism(s) can both liberate and oppress, depending on the scholar’s understandings of, and orientations to, feminist projects.

Standpoint Epistemology

Much of the theoretical work that informs feminist qualitative research today emerged out of second-wave feminist scholarship. Standpoint epistemology, according to Harding ( 1991 , 2004 ), posits that knowledge comes from one’s particular social location, that it is subjective, and the further one is from the hegemonic norm, the clearer one can see oppression. This was a major challenge to androcentric and Enlightenment theories of knowledge because standpoint theory acknowledges that there is no universal understanding of the world. This theory aligns with the second-wave feminist slogan, “The personal is political,” and advocates for a view of knowledge that is produced from the body.

Greene ( 1994 ) wrote from a feminist postmodernist epistemology and attacked Enlightenment thinking by using standpoint theory as her starting point. Her work serves as an example of one way that educational scholars can use standpoint theory in their work. She theorized encounters with “imaginative literature” to help educators conceptualize new ways of using reading and writing in the classroom and called for teachers to think of literature as “a harbinger of the possible.” (Greene, 1994 , p. 218). Greene wrote from an explicitly feminist perspective and moved beyond simple analyses of gender to a larger critique of the ways that knowledge is constructed in classrooms.

Intersectionality

Crenshaw ( 1991 ) and Collins ( 2000 ) challenged and expanded standpoint theory to move it beyond an individual understanding of knowledge to a group-based theory of oppression. Their work, and that of other black and womanist feminists, opened up multiple spaces of possibility for feminist scholars and researchers because it challenged hegemonic feminist thought. For those interested in conducting feminist research in educational settings, their work is especially pertinent because they advocate for feminists to attend to all aspects of oppression rather than flattening them to one of simple gender-based oppression.

Haddix, McArthur, Muhammad, Price-Dennis, and Sealey-Ruiz ( 2016 ), all women-of-color feminist educators, wrote a provocateur piece in a special issue of English Education on black girls’ literacy. The four authors drew on black feminist thought and conducted a virtual kitchen-table conversation. By symbolically representing their conversations as one from the kitchen, this article pays homage to women-of-color feminism and pushes educators who read English Education to reconsider elements of their own subjectivities. Third-wave feminism and black feminism emphasize intersectionality, in that different demographic details like race, class, and gender are inextricably linked in power structures. Intersectionality is an important frame for educational research because identifying the unique experiences, realities, and narratives of those involved in educational systems can highlight the ways that power and oppression operate in society.

Feminist Poststructural Theory

Feminist poststructural theory has greatly informed many feminist projects in educational research. Deconstruction is

a critical practice that aims to ‘dismantle [ déconstruire ] the metaphysical and rhetorical structures that are at work, not in order to reject or discard them, but to reinscribe them in another way,’ (Derrida, quoted in Spivak, 1974 , p. lxxv). Thus, deconstruction is not about tearing down, but about looking at how a structure has been constructed, what holds it together, and what it produces. (St. Pierre, 2000 , p. 482)

Reality, subjectivity, knowledge, and truth are constructed through language and discourse (cultural practices, power relations, etc.), so truth is local and diverse, rather than a universal experience (St. Pierre, 2000 ). Feminist poststructuralist theory may be used to question structural inequality that is maintained in education through dominant discourses.

In Go Be a Writer! Expanding the Curricular Boundaries of Literacy Learning with Children , Kuby and Rucker ( 2016 ) explored early elementary literacy practices using poststructural and posthumanist theories. Their book drew on hours of classroom observations, student interviews and work, and their own musings on ways to de-standardize literacy instruction and curriculum. Through the process of pedagogical documentation, Kuby and Rucker drew on the works of Barad, Deleuze and Guattari, and Derrida to explore the ways they saw children engaging in what they call “literacy desiring(s).” One aim of the book is to find practical and applicable ways to “Disrupt literacy in ways that rewrite the curriculum, the interactions, and the power dynamics of the classroom even begetting a new kind of energy that spirals and bounces and explodes” (Kuby & Rucker, 2016 , p. 5). The second goal of their book is not only to understand what happened in Rucker’s classroom using the theories, but also to unbound the links between “teaching↔learning” (p. 202) and to write with the theories, rather than separating theory from the methodology and classroom enactments (p. 45) because “knowing/being/doing were not separate” (p. 28). This work engages with key tenets of feminist poststructuralist theory and adds to both the theoretical and pedagogical conversations about what counts as a literacy practice.

While the discussion in this section provides an overview of the histories and major feminist theories, it is by no means exhaustive. Scholars who wish to engage in feminist educational research need to spend time doing the work of understanding the various theories and trajectories that constitute feminist work so they are able to ground their projects and theories in a particular tradition that will inform the ethics and methods of research.

Tenets of Feminist Qualitative Research

Why engage in feminist qualitative research.

Evans and Spivak ( 2016 ) stated, “The only real and effective way you can sabotage something this way is when you are working intimately within it.” Feminist researchers are in the classroom and the academy, working intimately within curricular, pedagogical, and methodological constraints that serve neoliberal ideologies, so it is vital to better understand the ways that we can engage in affirmative sabotage to build a more just and equitable world. Spivak’s ( 2014 ) notion of affirmative sabotage has become a cornerstone for understanding feminist qualitative research and teaching. She borrowed and built on Gramsci’s role of the organic intellectual and stated that they/we need to engage in affirmative sabotage to transform the humanities.

I used the term “affirmative sabotage” to gloss on the usual meaning of sabotage: the deliberate ruining of the master’s machine from the inside. Affirmative sabotage doesn’t just ruin; the idea is of entering the discourse that you are criticizing fully, so that you can turn it around from inside. The only real and effective way you can sabotage something this way is when you are working intimately within it. (Evans & Spivak, 2016 )

While Spivak has been mostly concerned with literary education, her writings provide teachers and researchers numerous lines of inquiry into projects that can explode androcentric universal notions of knowledge and resist reproductive heteronormativity.

Spivak’s pedagogical musings center on deconstruction, primarily Derridean notions of deconstruction (Derrida, 2016 ; Jackson & Mazzei, 2012 ; Spivak, 2006 , 2009 , 2012 ) that seek to destabilize existing categories and to call into question previously unquestioned beliefs about the goals of education. Her works provide an excellent starting point for examining the links between feminism and educational research. The desire to create new worlds within classrooms, worlds that are fluid, interpretive, and inclusive in order to interrogate power structures, lies at the core of what it means to be a feminist education researcher. As researchers, we must seriously engage with feminist theory and include it in our research so that feminism is not seen as a dirty word, but as a movement/pedagogy/methodology that seeks the liberation of all (Davis, 2016 ).

Feminist research and feminist teaching are intrinsically linked. As Kerkhoff ( 2015 ) wrote, “Feminist pedagogy requires students to challenge the norms and to question whether existing practices privilege certain groups and marginalize others” (p. 444), and this is exactly what feminist educational research should do. Bailey ( 2001 ) called on teachers, particularly those who identify as feminists, to be activists, “The values of one’s teaching should not be separated sharply from the values one expresses outside the classroom, because teaching is not inherently pure or laboratory practice” (p. 126); however, we have to be careful not to glorify teachers as activists because that leads to the risk of misinterpreting actions. Bailey argued that teaching critical thinking is not enough if it is not coupled with curriculums and pedagogies that are antiheteronormative, antisexist, and antiracist. As Bailey warned, just using feminist theory or identifying as a feminist is not enough. It is very easy to use the language and theories of feminism without being actively feminist in one’s research. There are ethical and methodological issues that feminist scholars must consider when conducting research.

Feminist research requires one to discuss ethics, not as a bureaucratic move, but as a reflexive move that shows the researchers understand that, no matter how much they wish it didn’t, power always plays a role in the process. According to Davies ( 2014 ), “Ethics, as Barad defines it, is a matter of questioning what is being made to matter and how that mattering affects what it is possible to do and to think” (p. 11). In other words, ethics is what is made to matter in a particular time and place.

Davies ( 2016 ) extended her definition of ethics to the interactions one has with others.

This is not ethics as a matter of separate individuals following a set of rules. Ethical practice, as both Barad and Deleuze define it, requires thinking beyond the already known, being open in the moment of the encounter, pausing at the threshold and crossing over. Ethical practice is emergent in encounters with others, in emergent listening with others. It is a matter of questioning what is being made to matter and how that mattering affects what it is possible to do and to think. Ethics is emergent in the intra-active encounters in which knowing, being, and doing (epistemology, ontology, and ethics) are inextricably linked. (Barad, 2007 , p. 83)

The ethics of any project must be negotiated and contested before, during, and after the process of conducting research in conjunction with the participants. Feminist research is highly reflexive and should be conducted in ways that challenge power dynamics between individuals and social institutions. Educational researchers must heed the warning to avoid the “god-trick” (Haraway, 1988 ) and to continually question and re-question the ways we seek to define and present subjugated knowledge (Hesse-Biber, 2012 ).

Positionalities and Reflexivity

According to feminist ethnographer Noelle Stout, “Positionality isn’t meant to be a few sentences at the beginning of a work” (personal communication, April 5, 2016 ). In order to move to new ways of experiencing and studying the world, it is vital that scholars examine the ways that reflexivity and positionality are constructed. In a glorious footnote, Margery Wolf ( 1992 ) related reflexivity in anthropological writing to a bureaucratic procedure (p. 136), and that resonates with how positionality often operates in the field of education.

The current trend in educational research is to include a positionality statement that fixes the identity of the author in a particular place and time and is derived from feminist standpoint theory. Researchers should make their biases and the identities of the authors clear in a text, but there are serious issues with the way that positionality functions as a boundary around the authors. Examining how the researchers exert authority within a text allows the reader the opportunity to determine the intent and philosophy behind the text. If positionality were used in an embedded and reflexive manner, then educational research would be much richer and allow more nuanced views of schools, in addition to being more feminist in nature. The rest of this section briefly discussrs articles that engage with feminist ethics regarding researcher subjectivities and positionality, and two articles are examined in greater depth.

When looking for examples of research that includes deeply reflexive and embedded positionality, one finds that they mostly deal with issues of race, equity, and diversity. The highlighted articles provide examples of positionality statements that are deeply reflexive and represent the ways that feminist researchers can attend to the ethics of being part of a research project. These examples all come from feminist ethnographic projects, but they are applicable to a wide variety of feminist qualitative projects.

Martinez ( 2016 ) examined how research methods are or are not appropriate for specific contexts. Calderon ( 2016 ) examined autoethnography and the reproduction of “settler colonial understandings of marginalized communities” (p. 5). Similarly, Wissman, Staples, Vasudevan, and Nichols ( 2015 ) discussed how to research with adolescents through engaged participation and collaborative inquiry, and Ceglowski and Makovsky ( 2012 ) discussed the ways researchers can engage in duoethnography with young children.

Abajian ( 2016 ) uncovered the ways military recruiters operate in high schools and paid particular attention to the politics of remaining neutral while also working to subvert school militarization. She wrote,

Because of the sensitive and also controversial nature of my research, it was not possible to have a collaborative process with students, teachers, and parents. Purposefully intervening would have made documentation impossible because that would have (rightfully) aligned me with anti-war and counter-recruitment activists who were usually not welcomed on school campuses (Abajian & Guzman, 2013 ). It was difficult enough to find an administrator who gave me consent to conduct my research within her school, as I had explicitly stated in my participant recruitment letters and consent forms that I was going to research the promotion of post-secondary paths including the military. Hence, any purposeful intervention on my part would have resulted in the termination of my research project. At the same time, my documentation was, in essence, an intervention. I hoped that my presence as an observer positively shaped the context of my observation and also contributed to the larger struggle against the militarization of schools. (p. 26)

Her positionality played a vital role in the creation, implementation, and analysis of military recruitment, but it also forced her into unexpected silences in order to carry out her research. Abajian’s positionality statement brings up many questions about the ways researchers have to use or silence their positionality to further their research, especially if they are working in ostensibly “neutral” and “politically free” zones, such as schools. Her work drew on engaged anthropology (Low & Merry, 2010 ) and critical reflexivity (Duncan-Andrade & Morrell, 2008 ) to highlight how researchers’ subjectivities shape ethnographic projects. Questions of subjectivity and positionality in her work reflect the larger discourses around these topics in feminist theory and qualitative research.

Brown ( 2011 ) provided another example of embedded and reflexive positionality of the articles surveyed. Her entire study engaged with questions about how her positionality influenced the study during the field-work portion of her ethnography on how race and racism operate in ethnographic field-work. This excerpt from her study highlights how she conceived of positionality and how it informed her work and her process.

Next, I provide a brief overview of the research study from which this paper emerged and I follow this with a presentation of four, first-person narratives from key encounters I experienced while doing ethnographic field research. Each of these stories centres the role race played as I negotiated my multiple, complex positionality vis-á-vis different informants and participants in my study. These stories highlight the emotional pressures that race work has on the researcher and the research process, thus reaffirming why one needs to recognise the role race plays, and may play, in research prior to, during, and after conducting one’s study (Milner, 2007 ). I conclude by discussing the implications these insights have on preparing researchers of color to conduct cross-racial qualitative research. (Brown, 2011 , p. 98)

Brown centered the roles of race and subjectivity, both hers and her participants, by focusing her analysis on the four narratives. The researchers highlighted in this section thought deeply about the ethics of their projects and the ways that their positionality informed their choice of methods.

Methods and Challenges

Feminist qualitative research can take many forms, but the most common data collection methods include interviews, observations, and narrative or discourse analysis. For the purposes of this article, methods refer to the tools and techniques researchers use, while methodology refers to the larger philosophical and epistemological approaches to conducting research. It is also important to note that these are not fixed terms, and that there continues to be much debate about what constitutes feminist theory and feminist research methods among feminist qualitative researchers. This section discusses some of the tensions and constraints of using feminist theory in educational research.

Jackson and Mazzei ( 2012 ) called on researchers to think through their data with theory at all stages of the collection and analysis process. They also reminded us that all data collection is partial and informed by the researcher’s own beliefs (Koro-Ljungberg, Löytönen, & Tesar, 2017 ). Interviews are sites of power and critiques because they show the power of stories and serve as a method of worlding, the process of “making a world, turning insight into instrument, through and into a possible act of freedom” (Spivak, 2014 , p. xiii). Interviews allow researchers and participants ways to engage in new ways of understanding past experiences and connecting them to feminist theories. The narratives serve as data, but it is worth noting that the data collected from interviews are “partial, incomplete, and always being re-told and re-membered” (Jackson & Mazzei, 2012 , p. 3), much like the lived experiences of both researcher and participant.

Research, data collection, and interpretation are not neutral endeavors, particularly with interviews (Jackson & Mazzei, 2009 ; Mazzei, 2007 , 2013 ). Since education research emerged out of educational psychology (Lather, 1991 ; St. Pierre, 2016 ), historically there has been an emphasis on generalizability and positivist data collection methods. Most feminist research makes no claims of generalizability or truth; indeed, to do so would negate the hyperpersonal and particular nature of this type of research (Love, 2017 ). St. Pierre ( 2016 ) viewed the lack of generalizability as an asset of feminist and poststructural research, rather than a limitation, because it creates a space of resistance against positivist research methodologies.

Denzin and Giardina ( 2016 ) urged researchers to “consider an alternative mode of thinking about the critical turn in qualitative inquiry and posit the following suggestion: perhaps it is time we turned away from ‘methodology’ altogether ” (p. 5, italics original). Despite the contention over the term critical among some feminist scholars (e.g. Ellsworth, 1989 ), their suggestion is valid and has been picked up by feminist and poststructural scholars who examine the tensions between following a strict research method/ology and the theoretical systems out of which they operate because precision in method obscures the messy and human nature of research (Koro-Ljungberg, 2016 ; Koro-Ljungberg et al., 2017 ; Love, 2017 ; St. Pierre & Pillow, 2000 ). Feminist qualitative researchers should seek to complicate the question of what method and methodology mean when conducting feminist research (Lather, 1991 ), due to the feminist emphasis on reflexive and situated research methods (Hesse-Biber, 2012 ).

Examples of Feminist Qualitative Research in Education

A complete overview of the literature is not possible here, due to considerations of length, but the articles and books selected represent the various debates within feminist educational research. They also show how research preoccupations have changed over the course of feminist work in education. The literature review is divided into three broad categories: Power, canons, and gender; feminist pedagogies, curriculums, and classrooms; and teacher education, identities, and knowledge. Each section provides a broad overview of the literature to demonstrate the breadth of work using feminist theory, with some examples more deeply explicated to describe how feminist theories inform the scholarship.

Power, Canons, and Gender

The literature in this category contests disciplinary practices that are androcentric in both content and form, while asserting the value of using feminist knowledge to construct knowledge. The majority of the work was written in the 1980s and supported the creation of feminist ways of knowing, particularly via the creation of women’s studies programs or courses in existing departments that centered female voices and experiences.

Questioning the canon has long been a focus of feminist scholarship, as has the attempt to subvert its power in the disciplines. Bezucha ( 1985 ) focused on the ways that departments of history resist the inclusion of both women and feminism in the historical canon. Similarly, Miller ( 1985 ) discussed feminism as subversion when seeking to expand the canon of French literature in higher education.

Lauter and Dieterich ( 1972 ) examined a report by ERIC, “Women’s Place in Academe,” a collection of articles about the discrepancies by gender in jobs and tenure-track positions and the lack of inclusion of women authors in literature classes. They also found that women were relegated to “softer” disciplines and that feminist knowledge was not acknowledged as valid work. Culley and Portuges ( 1985 ) expanded the focus beyond disciplines to the larger structures of higher education and noted the varies ways that professors subvert from within their disciplines. DuBois et al. ( 1985 ) chronicled the development of feminist scholarship in the disciplines of anthropology, education, history, literature, and philosophy. They explained that the institutions of higher education often prevent feminist scholars from working across disciplines in an attempt to keep them separate. Raymond ( 1985 ) also critiqued the academy for not encouraging relationships across disciplines and offered the development of women’s, gender, and feminist studies as one solution to greater interdisciplinary work.

Parson ( 2016 ) examined the ways that STEM syllabi reinforce gendered norms in higher education. She specifically looked at eight syllabi from math, chemistry, biology, physics, and geology classes to determine how modal verbs showing stance, pronouns, intertextuality, interdiscursivity, and gender showed power relations in higher education. She framed the study through poststructuralist feminist critical discourse analysis to uncover “the ways that gendered practices that favor men are represented and replicated in the syllabus” (p. 103). She found that all the syllabi positioned knowledge as something that is, rather than something that can be co-constructed. Additionally, the syllabi also favored individual and masculine notions of what it means to learn by stressing the competitive and difficult nature of the classroom and content.

When reading newer work on feminism in higher education and the construction of knowledge, it is easy to feel that, while the conversations might have shifted somewhat, the challenge of conducting interdisciplinary feminist work in institutions of higher education remains as present as it was during the creation of women’s and gender studies departments. The articles all point to the fact that simply including women’s and marginalized voices in the academy does not erase or mitigate the larger issues of gender discrimination and androcentricity within the silos of the academy.

Feminist Pedagogies, Curricula, and Classrooms

This category of literature has many similarities to the previous one, but all the works focus more specifically on questions of curriculum and pedagogy. A review of the literature shows that the earliest conversations were about the role of women in academia and knowledge construction, and this selection builds on that work to emphasize the ways that feminism can influence the events within classes and expands the focus to more levels of education.

Rich ( 1985 ) explained that curriculum in higher education courses needs to validate gender identities while resisting patriarchal canons. Maher ( 1985 ) narrowed the focus to a critique of the lecture as a pedagogical technique that reinforces androcentric ways of learning and knowing. She called for classes in higher education to be “collaborative, cooperative, and interactive” (p. 30), a cry that still echoes across many college campuses today, especially from students in large lecture-based courses. Maher and Tetreault ( 1994 ) provided a collection of essays that are rooted in feminist classroom practice and moved from the classroom into theoretical possibilities for feminist education. Warren ( 1998 ) recommended using Peggy McIntosh’s five phases of curriculum development ( 1990 ) and extending it to include feminist pedagogies that challenge patriarchal ways of teaching. Exploring the relational encounters that exist in feminist classrooms, Sánchez-Pardo ( 2017 ) discussed the ethics of pedagogy as a politics of visibility and investigated the ways that democratic classrooms relate to feminist classrooms.

While all of the previously cited literature is U.S.–based, the next two works focus on the ways that feminist pedagogies and curriculum operate in a European context. Weiner ( 1994 ) used autobiography and narrative methodologies to provide an introduction to how feminism has influenced educational research and pedagogy in Britain. Revelles-Benavente and Ramos ( 2017 ) collected a series of studies about how situated feminist knowledge challenges the problems of neoliberal education across Europe. These two, among many European feminist works, demonstrate the range of scholarship and show the trans-Atlantic links between how feminism has been received in educational settings. However, much more work needs to be done in looking at the broader global context, and particularly by feminist scholars who come from non-Western contexts.

The following literature moves us into P–12 classrooms. DiGiovanni and Liston ( 2005 ) called for a new research agenda in K–5 education that explores the hidden curriculums surrounding gender and gender identity. One source of the hidden curriculum is classroom literature, which both Davies ( 2003 ) and Vandergrift ( 1995 ) discussed in their works. Davies ( 2003 ) used feminist ethnography to understand how children who were exposed to feminist picture books talked about gender and gender roles. Vandergrift ( 1995 ) presented a theoretical piece that explored the ways picture books reinforce or resist canons. She laid out a future research agenda using reader response theory to better comprehend how young children question gender in literature. Willinsky ( 1987 ) explored the ways that dictionary definitions reinforced constructions of gender. He looked at the definitions of the words clitoris, penis , and vagina in six school dictionaries and then compared them with A Feminist Dictionary to see how the definitions varied across texts. He found a stark difference in the treatment of the words vagina and penis ; definitions of the word vagina were treated as medical or anatomical and devoid of sexuality, while definitions of the term penis were linked to sex (p. 151).

Weisner ( 2004 ) addressed middle school classrooms and highlighted the various ways her school discouraged unconventional and feminist ways of teaching. She also brought up issues of silence, on the part of both teachers and students, regarding sexuality. By including students in the curriculum planning process, Weisner provided more possibilities for challenging power in classrooms. Wallace ( 1999 ) returned to the realm of higher education and pushed literature professors to expand pedagogy to be about more than just the texts that are read. She challenged the metaphoric dichotomy of classrooms as places of love or battlefields; in doing so, she “advocate[d] active ignorance and attention to resistances” (p. 194) as a method of subverting transference from students to teachers.

The works discussed in this section cover topics ranging from the place of women in curriculum to the gendered encounters teachers and students have with curriculums and pedagogies. They offer current feminist scholars many directions for future research, particularly in the arena of P–12 education.

Teacher Education, Identities, and Knowledge

The third subset of literature examines the ways that teachers exist in classrooms and some possibilities for feminist teacher education. The majority of the literature in this section starts from the premise that the teachers are engaged in feminist projects. The selections concerning teacher education offer critiques of existing heteropatriarchal normative teacher education and include possibilities for weaving feminism and feminist pedagogies into the education of preservice teachers.

Holzman ( 1986 ) explored the role of multicultural teaching and how it can challenge systematic oppression; however, she complicated the process with her personal narrative of being a lesbian and working to find a place within the school for her sexual identity. She questioned how teachers can protect their identities while also engaging in the fight for justice and equity. Hoffman ( 1985 ) discussed the ways teacher power operates in the classroom and how to balance the personal and political while still engaging in disciplinary curriculums. She contended that teachers can work from personal knowledge and connect it to the larger curricular concerns of their discipline. Golden ( 1998 ) used teacher narratives to unpack how teachers can become radicalized in the higher education classroom when faced with unrelenting patriarchal and heteronormative messages.

Extending this work, Bailey ( 2001 ) discussed teachers as activists within the classroom. She focused on three aspects of teaching: integrity with regard to relationships, course content, and teaching strategies. She concluded that teachers cannot separate their values from their profession. Simon ( 2007 ) conducted a case study of a secondary teacher and communities of inquiry to see how they impacted her work in the classroom. The teacher, Laura, explicitly tied her inquiry activities to activist teacher education and critical pedagogy, “For this study, inquiry is fundamental to critical pedagogy, shaped by power and ideology, relationships within and outside of the classroom, as well as teachers’ and students’ autochthonous histories and epistemologies” (Simon, 2007 , p. 47). Laura’s experiences during her teacher education program continued during her years in the classroom, leading her to create a larger activism-oriented teacher organization.

Collecting educational autobiographies from 17 college-level feminist professors, Maher and Tetreault ( 1994 ) worried that educators often conflated “the experience and values of white middle-class women like ourselves for gendered universals” (p. 15). They complicated the idea of a democratic feminist teacher, raised issues regarding the problematic ways hegemonic feminism flattens experience to that of just white women, and pushed feminist professors to pay particular attention to the intersections of race, class, gender, and sexuality when teaching.

Cheira ( 2017 ) called for gender-conscious teaching and literature-based teaching to confront the gender stereotypes she encountered in Portuguese secondary schools. Papoulis and Smith ( 1992 ) conducted summer sessions where teachers experienced writing activities they could teach their students. Conceptualized as an experiential professional development course, the article revolved around an incident where the seminar was reading Emily Dickinson and the men in the course asked the two female instructors why they had to read feminist literature and the conversations that arose. The stories the women told tie into Papoulis and Smith’s call for teacher educators to interrogate their underlying beliefs and ideologies about gender, race, and class, so they are able to foster communities of study that can purposefully and consciously address feminist inquiry.

McWilliam ( 1994 ) collected stories of preservice teachers in Australia to understand how feminism can influence teacher education. She explored how textual practices affect how preservice teachers understand teaching and their role. Robertson ( 1994 ) tackled the issue of teacher education and challenged teachers to move beyond the two metaphors of banking and midwifery when discussing feminist ways of teaching. She called for teacher educators to use feminist pedagogies within schools of education so that preservice teachers experience a feminist education. Maher and Rathbone ( 1986 ) explored the scholarship on women’s and girls’ educational experiences and used their findings to call for changes in teacher education. They argued that schools reinforce the notion that female qualities are inferior due to androcentric curriculums and ways of showing knowledge. Justice-oriented teacher education is a more recent iteration of this debate, and Jones and Hughes ( 2016 ) called for community-based practices to expand the traditional definitions of schooling and education. They called for preservice teachers to be conversant with, and open to, feminist storylines that defy existing gendered, raced, and classed stereotypes.

Bieler ( 2010 ) drew on feminist and critical definitions of dialogue (e.g., those by Bakhtin, Freire, Ellsworth, hooks, and Burbules) to reframe mentoring discourse in university supervision and dialogic praxis. She concluded by calling on university supervisors to change their methods of working with preservice teachers to “Explicitly and transparently cultivat[e] dialogic praxis-oriented mentoring relationships so that the newest members of our field can ‘feel their own strength at last,’ as Homer’s Telemachus aspired to do” (Bieler, 2010 , p. 422).

Johnson ( 2004 ) also examined the role of teacher educators, but she focused on the bodies and sexualities of preservice teachers. She explored the dynamics of sexual tension in secondary classrooms, the role of the body in teaching, and concerns about clothing when teaching. She explicitly worked to resist and undermine Cartesian dualities and, instead, explored the erotic power of teaching and seducing students into a love of subject matter. “But empowered women threaten the patriarchal structure of this society. Therefore, women have been acculturated to distrust erotic power” (Johnson, 2004 , p. 7). Like Bieler ( 2010 ), Johnson ( 2004 ) concluded that, “Teacher educators could play a role in creating a space within the larger framework of teacher education discourse such that bodily knowledge is considered along with pedagogical and content knowledge as a necessary component of teacher training and professional development” (p. 24). The articles about teacher education all sought to provoke questions about how we engage in the preparation and continuing development of educators.

Teacher identity and teacher education constitute how teachers construct knowledge, as both students and teachers. The works in this section raise issues of what identities are “acceptable” in the classroom, ways teachers and teacher educators can disrupt oppressive storylines and practices, and the challenges of utilizing feminist pedagogies without falling into hegemonic feminist practices.

Possibilities for Feminist Qualitative Research

Spivak ( 2012 ) believed that “gender is our first instrument of abstraction” (p. 30) and is often overlooked in a desire to understand political, curricular, or cultural moments. More work needs to be done to center gender and intersecting identities in educational research. One way is by using feminist qualitative methods. Classrooms and educational systems need to be examined through their gendered components, and the ways students operate within and negotiate systems of power and oppression need to be explored. We need to see if and how teachers are actively challenging patriarchal and heteronormative curriculums and to learn new methods for engaging in affirmative sabotage (Spivak, 2014 ). Given the historical emphasis on higher education, more work is needed regarding P–12 education, because it is in P–12 classrooms that affirmative sabotage may be the most necessary to subvert systems of oppression.

In order to engage in affirmative sabotage, it is vital that qualitative researchers who wish to use feminist theory spend time grappling with the complexity and multiplicity of feminist theory. It is only by doing this thought work that researchers will be able to understand the ongoing debates within feminist theory and to use it in a way that leads to a more equitable and just world. Simply using feminist theory because it may be trendy ignores the very real political nature of feminist activism. Researchers need to consider which theories they draw on and why they use those theories in their projects. One way of doing this is to explicitly think with theory (Jackson & Mazzei, 2012 ) at all stages of the research project and to consider which voices are being heard and which are being silenced (Gilligan, 2011 ; Spivak, 1988 ) in educational research. More consideration also needs to be given to non-U.S. and non-Western feminist theories and research to expand our understanding of education and schooling.

Paying close attention to feminist debates about method and methodology provides another possibility for qualitative research. The very process of challenging positivist research methods opens up new spaces and places for feminist qualitative research in education. It also allows researchers room to explore subjectivities that are often marginalized. When researchers engage in the deeply reflexive work that feminist research requires, it leads to acts of affirmative sabotage within the academy. These discussions create the spaces that lead to new visions and new worlds. Spivak ( 2006 ) once declared, “I am helpless before the fact that all my essays these days seem to end with projects for future work” (p. 35), but this is precisely the beauty of feminist qualitative research. We are setting ourselves and other feminist researchers up for future work, future questions, and actively changing the nature of qualitative research.

Acknowledgements

Dr. George Noblit provided the author with the opportunity to think deeply about qualitative methods and to write this article, for which the author is extremely grateful. Dr. Lynda Stone and Dr. Tanya Shields are thanked for encouraging the author’s passion for feminist theory and for providing many hours of fruitful conversation and book lists. A final thank you is owed to the author’s partner, Ben Skelton, for hours of listening to her talk about feminist methods, for always being a first reader, and for taking care of their infant while the author finished writing this article.

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Criteria for Good Qualitative Research: A Comprehensive Review

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• Volume 31 , pages 679–689, ( 2022 )

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This review aims to synthesize a published set of evaluative criteria for good qualitative research. The aim is to shed light on existing standards for assessing the rigor of qualitative research encompassing a range of epistemological and ontological standpoints. Using a systematic search strategy, published journal articles that deliberate criteria for rigorous research were identified. Then, references of relevant articles were surveyed to find noteworthy, distinct, and well-defined pointers to good qualitative research. This review presents an investigative assessment of the pivotal features in qualitative research that can permit the readers to pass judgment on its quality and to condemn it as good research when objectively and adequately utilized. Overall, this review underlines the crux of qualitative research and accentuates the necessity to evaluate such research by the very tenets of its being. It also offers some prospects and recommendations to improve the quality of qualitative research. Based on the findings of this review, it is concluded that quality criteria are the aftereffect of socio-institutional procedures and existing paradigmatic conducts. Owing to the paradigmatic diversity of qualitative research, a single and specific set of quality criteria is neither feasible nor anticipated. Since qualitative research is not a cohesive discipline, researchers need to educate and familiarize themselves with applicable norms and decisive factors to evaluate qualitative research from within its theoretical and methodological framework of origin.

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Good Qualitative Research: Opening up the Debate

Beyond qualitative/quantitative structuralism: the positivist qualitative research and the paradigmatic disclaimer.

What is Qualitative in Research

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Introduction

“… It is important to regularly dialogue about what makes for good qualitative research” (Tracy, 2010 , p. 837)

To decide what represents good qualitative research is highly debatable. There are numerous methods that are contained within qualitative research and that are established on diverse philosophical perspectives. Bryman et al., ( 2008 , p. 262) suggest that “It is widely assumed that whereas quality criteria for quantitative research are well‐known and widely agreed, this is not the case for qualitative research.” Hence, the question “how to evaluate the quality of qualitative research” has been continuously debated. There are many areas of science and technology wherein these debates on the assessment of qualitative research have taken place. Examples include various areas of psychology: general psychology (Madill et al., 2000 ); counseling psychology (Morrow, 2005 ); and clinical psychology (Barker & Pistrang, 2005 ), and other disciplines of social sciences: social policy (Bryman et al., 2008 ); health research (Sparkes, 2001 ); business and management research (Johnson et al., 2006 ); information systems (Klein & Myers, 1999 ); and environmental studies (Reid & Gough, 2000 ). In the literature, these debates are enthused by the impression that the blanket application of criteria for good qualitative research developed around the positivist paradigm is improper. Such debates are based on the wide range of philosophical backgrounds within which qualitative research is conducted (e.g., Sandberg, 2000 ; Schwandt, 1996 ). The existence of methodological diversity led to the formulation of different sets of criteria applicable to qualitative research.

Among qualitative researchers, the dilemma of governing the measures to assess the quality of research is not a new phenomenon, especially when the virtuous triad of objectivity, reliability, and validity (Spencer et al., 2004 ) are not adequate. Occasionally, the criteria of quantitative research are used to evaluate qualitative research (Cohen & Crabtree, 2008 ; Lather, 2004 ). Indeed, Howe ( 2004 ) claims that the prevailing paradigm in educational research is scientifically based experimental research. Hypotheses and conjectures about the preeminence of quantitative research can weaken the worth and usefulness of qualitative research by neglecting the prominence of harmonizing match for purpose on research paradigm, the epistemological stance of the researcher, and the choice of methodology. Researchers have been reprimanded concerning this in “paradigmatic controversies, contradictions, and emerging confluences” (Lincoln & Guba, 2000 ).

In general, qualitative research tends to come from a very different paradigmatic stance and intrinsically demands distinctive and out-of-the-ordinary criteria for evaluating good research and varieties of research contributions that can be made. This review attempts to present a series of evaluative criteria for qualitative researchers, arguing that their choice of criteria needs to be compatible with the unique nature of the research in question (its methodology, aims, and assumptions). This review aims to assist researchers in identifying some of the indispensable features or markers of high-quality qualitative research. In a nutshell, the purpose of this systematic literature review is to analyze the existing knowledge on high-quality qualitative research and to verify the existence of research studies dealing with the critical assessment of qualitative research based on the concept of diverse paradigmatic stances. Contrary to the existing reviews, this review also suggests some critical directions to follow to improve the quality of qualitative research in different epistemological and ontological perspectives. This review is also intended to provide guidelines for the acceleration of future developments and dialogues among qualitative researchers in the context of assessing the qualitative research.

The rest of this review article is structured in the following fashion: Sect.  Methods describes the method followed for performing this review. Section Criteria for Evaluating Qualitative Studies provides a comprehensive description of the criteria for evaluating qualitative studies. This section is followed by a summary of the strategies to improve the quality of qualitative research in Sect.  Improving Quality: Strategies . Section  How to Assess the Quality of the Research Findings? provides details on how to assess the quality of the research findings. After that, some of the quality checklists (as tools to evaluate quality) are discussed in Sect.  Quality Checklists: Tools for Assessing the Quality . At last, the review ends with the concluding remarks presented in Sect.  Conclusions, Future Directions and Outlook . Some prospects in qualitative research for enhancing its quality and usefulness in the social and techno-scientific research community are also presented in Sect.  Conclusions, Future Directions and Outlook .

For this review, a comprehensive literature search was performed from many databases using generic search terms such as Qualitative Research , Criteria , etc . The following databases were chosen for the literature search based on the high number of results: IEEE Explore, ScienceDirect, PubMed, Google Scholar, and Web of Science. The following keywords (and their combinations using Boolean connectives OR/AND) were adopted for the literature search: qualitative research, criteria, quality, assessment, and validity. The synonyms for these keywords were collected and arranged in a logical structure (see Table 1 ). All publications in journals and conference proceedings later than 1950 till 2021 were considered for the search. Other articles extracted from the references of the papers identified in the electronic search were also included. A large number of publications on qualitative research were retrieved during the initial screening. Hence, to include the searches with the main focus on criteria for good qualitative research, an inclusion criterion was utilized in the search string.

From the selected databases, the search retrieved a total of 765 publications. Then, the duplicate records were removed. After that, based on the title and abstract, the remaining 426 publications were screened for their relevance by using the following inclusion and exclusion criteria (see Table 2 ). Publications focusing on evaluation criteria for good qualitative research were included, whereas those works which delivered theoretical concepts on qualitative research were excluded. Based on the screening and eligibility, 45 research articles were identified that offered explicit criteria for evaluating the quality of qualitative research and were found to be relevant to this review.

Figure  1 illustrates the complete review process in the form of PRISMA flow diagram. PRISMA, i.e., “preferred reporting items for systematic reviews and meta-analyses” is employed in systematic reviews to refine the quality of reporting.

PRISMA flow diagram illustrating the search and inclusion process. N represents the number of records

Criteria for Evaluating Qualitative Studies

Fundamental criteria: general research quality.

Various researchers have put forward criteria for evaluating qualitative research, which have been summarized in Table 3 . Also, the criteria outlined in Table 4 effectively deliver the various approaches to evaluate and assess the quality of qualitative work. The entries in Table 4 are based on Tracy’s “Eight big‐tent criteria for excellent qualitative research” (Tracy, 2010 ). Tracy argues that high-quality qualitative work should formulate criteria focusing on the worthiness, relevance, timeliness, significance, morality, and practicality of the research topic, and the ethical stance of the research itself. Researchers have also suggested a series of questions as guiding principles to assess the quality of a qualitative study (Mays & Pope, 2020 ). Nassaji ( 2020 ) argues that good qualitative research should be robust, well informed, and thoroughly documented.

Qualitative Research: Interpretive Paradigms

All qualitative researchers follow highly abstract principles which bring together beliefs about ontology, epistemology, and methodology. These beliefs govern how the researcher perceives and acts. The net, which encompasses the researcher’s epistemological, ontological, and methodological premises, is referred to as a paradigm, or an interpretive structure, a “Basic set of beliefs that guides action” (Guba, 1990 ). Four major interpretive paradigms structure the qualitative research: positivist and postpositivist, constructivist interpretive, critical (Marxist, emancipatory), and feminist poststructural. The complexity of these four abstract paradigms increases at the level of concrete, specific interpretive communities. Table 5 presents these paradigms and their assumptions, including their criteria for evaluating research, and the typical form that an interpretive or theoretical statement assumes in each paradigm. Moreover, for evaluating qualitative research, quantitative conceptualizations of reliability and validity are proven to be incompatible (Horsburgh, 2003 ). In addition, a series of questions have been put forward in the literature to assist a reviewer (who is proficient in qualitative methods) for meticulous assessment and endorsement of qualitative research (Morse, 2003 ). Hammersley ( 2007 ) also suggests that guiding principles for qualitative research are advantageous, but methodological pluralism should not be simply acknowledged for all qualitative approaches. Seale ( 1999 ) also points out the significance of methodological cognizance in research studies.

Table 5 reflects that criteria for assessing the quality of qualitative research are the aftermath of socio-institutional practices and existing paradigmatic standpoints. Owing to the paradigmatic diversity of qualitative research, a single set of quality criteria is neither possible nor desirable. Hence, the researchers must be reflexive about the criteria they use in the various roles they play within their research community.

Improving Quality: Strategies

Another critical question is “How can the qualitative researchers ensure that the abovementioned quality criteria can be met?” Lincoln and Guba ( 1986 ) delineated several strategies to intensify each criteria of trustworthiness. Other researchers (Merriam & Tisdell, 2016 ; Shenton, 2004 ) also presented such strategies. A brief description of these strategies is shown in Table 6 .

It is worth mentioning that generalizability is also an integral part of qualitative research (Hays & McKibben, 2021 ). In general, the guiding principle pertaining to generalizability speaks about inducing and comprehending knowledge to synthesize interpretive components of an underlying context. Table 7 summarizes the main metasynthesis steps required to ascertain generalizability in qualitative research.

Figure  2 reflects the crucial components of a conceptual framework and their contribution to decisions regarding research design, implementation, and applications of results to future thinking, study, and practice (Johnson et al., 2020 ). The synergy and interrelationship of these components signifies their role to different stances of a qualitative research study.

Essential elements of a conceptual framework

In a nutshell, to assess the rationale of a study, its conceptual framework and research question(s), quality criteria must take account of the following: lucid context for the problem statement in the introduction; well-articulated research problems and questions; precise conceptual framework; distinct research purpose; and clear presentation and investigation of the paradigms. These criteria would expedite the quality of qualitative research.

How to Assess the Quality of the Research Findings?

The inclusion of quotes or similar research data enhances the confirmability in the write-up of the findings. The use of expressions (for instance, “80% of all respondents agreed that” or “only one of the interviewees mentioned that”) may also quantify qualitative findings (Stenfors et al., 2020 ). On the other hand, the persuasive reason for “why this may not help in intensifying the research” has also been provided (Monrouxe & Rees, 2020 ). Further, the Discussion and Conclusion sections of an article also prove robust markers of high-quality qualitative research, as elucidated in Table 8 .

Quality Checklists: Tools for Assessing the Quality

Numerous checklists are available to speed up the assessment of the quality of qualitative research. However, if used uncritically and recklessly concerning the research context, these checklists may be counterproductive. I recommend that such lists and guiding principles may assist in pinpointing the markers of high-quality qualitative research. However, considering enormous variations in the authors’ theoretical and philosophical contexts, I would emphasize that high dependability on such checklists may say little about whether the findings can be applied in your setting. A combination of such checklists might be appropriate for novice researchers. Some of these checklists are listed below:

The most commonly used framework is Consolidated Criteria for Reporting Qualitative Research (COREQ) (Tong et al., 2007 ). This framework is recommended by some journals to be followed by the authors during article submission.

Standards for Reporting Qualitative Research (SRQR) is another checklist that has been created particularly for medical education (O’Brien et al., 2014 ).

Also, Tracy ( 2010 ) and Critical Appraisal Skills Programme (CASP, 2021 ) offer criteria for qualitative research relevant across methods and approaches.

Further, researchers have also outlined different criteria as hallmarks of high-quality qualitative research. For instance, the “Road Trip Checklist” (Epp & Otnes, 2021 ) provides a quick reference to specific questions to address different elements of high-quality qualitative research.

Conclusions, Future Directions, and Outlook

This work presents a broad review of the criteria for good qualitative research. In addition, this article presents an exploratory analysis of the essential elements in qualitative research that can enable the readers of qualitative work to judge it as good research when objectively and adequately utilized. In this review, some of the essential markers that indicate high-quality qualitative research have been highlighted. I scope them narrowly to achieve rigor in qualitative research and note that they do not completely cover the broader considerations necessary for high-quality research. This review points out that a universal and versatile one-size-fits-all guideline for evaluating the quality of qualitative research does not exist. In other words, this review also emphasizes the non-existence of a set of common guidelines among qualitative researchers. In unison, this review reinforces that each qualitative approach should be treated uniquely on account of its own distinctive features for different epistemological and disciplinary positions. Owing to the sensitivity of the worth of qualitative research towards the specific context and the type of paradigmatic stance, researchers should themselves analyze what approaches can be and must be tailored to ensemble the distinct characteristics of the phenomenon under investigation. Although this article does not assert to put forward a magic bullet and to provide a one-stop solution for dealing with dilemmas about how, why, or whether to evaluate the “goodness” of qualitative research, it offers a platform to assist the researchers in improving their qualitative studies. This work provides an assembly of concerns to reflect on, a series of questions to ask, and multiple sets of criteria to look at, when attempting to determine the quality of qualitative research. Overall, this review underlines the crux of qualitative research and accentuates the need to evaluate such research by the very tenets of its being. Bringing together the vital arguments and delineating the requirements that good qualitative research should satisfy, this review strives to equip the researchers as well as reviewers to make well-versed judgment about the worth and significance of the qualitative research under scrutiny. In a nutshell, a comprehensive portrayal of the research process (from the context of research to the research objectives, research questions and design, speculative foundations, and from approaches of collecting data to analyzing the results, to deriving inferences) frequently proliferates the quality of a qualitative research.

Prospects : A Road Ahead for Qualitative Research

Irrefutably, qualitative research is a vivacious and evolving discipline wherein different epistemological and disciplinary positions have their own characteristics and importance. In addition, not surprisingly, owing to the sprouting and varied features of qualitative research, no consensus has been pulled off till date. Researchers have reflected various concerns and proposed several recommendations for editors and reviewers on conducting reviews of critical qualitative research (Levitt et al., 2021 ; McGinley et al., 2021 ). Following are some prospects and a few recommendations put forward towards the maturation of qualitative research and its quality evaluation:

In general, most of the manuscript and grant reviewers are not qualitative experts. Hence, it is more likely that they would prefer to adopt a broad set of criteria. However, researchers and reviewers need to keep in mind that it is inappropriate to utilize the same approaches and conducts among all qualitative research. Therefore, future work needs to focus on educating researchers and reviewers about the criteria to evaluate qualitative research from within the suitable theoretical and methodological context.

There is an urgent need to refurbish and augment critical assessment of some well-known and widely accepted tools (including checklists such as COREQ, SRQR) to interrogate their applicability on different aspects (along with their epistemological ramifications).

Efforts should be made towards creating more space for creativity, experimentation, and a dialogue between the diverse traditions of qualitative research. This would potentially help to avoid the enforcement of one's own set of quality criteria on the work carried out by others.

Moreover, journal reviewers need to be aware of various methodological practices and philosophical debates.

It is pivotal to highlight the expressions and considerations of qualitative researchers and bring them into a more open and transparent dialogue about assessing qualitative research in techno-scientific, academic, sociocultural, and political rooms.

Frequent debates on the use of evaluative criteria are required to solve some potentially resolved issues (including the applicability of a single set of criteria in multi-disciplinary aspects). Such debates would not only benefit the group of qualitative researchers themselves, but primarily assist in augmenting the well-being and vivacity of the entire discipline.

To conclude, I speculate that the criteria, and my perspective, may transfer to other methods, approaches, and contexts. I hope that they spark dialog and debate – about criteria for excellent qualitative research and the underpinnings of the discipline more broadly – and, therefore, help improve the quality of a qualitative study. Further, I anticipate that this review will assist the researchers to contemplate on the quality of their own research, to substantiate research design and help the reviewers to review qualitative research for journals. On a final note, I pinpoint the need to formulate a framework (encompassing the prerequisites of a qualitative study) by the cohesive efforts of qualitative researchers of different disciplines with different theoretic-paradigmatic origins. I believe that tailoring such a framework (of guiding principles) paves the way for qualitative researchers to consolidate the status of qualitative research in the wide-ranging open science debate. Dialogue on this issue across different approaches is crucial for the impending prospects of socio-techno-educational research.

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Yadav, D. Criteria for Good Qualitative Research: A Comprehensive Review. Asia-Pacific Edu Res 31 , 679–689 (2022). https://doi.org/10.1007/s40299-021-00619-0

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Qualitative Research in Early Childhood Education and Care Implementation

• Wendy K. Jarvie 1  

International Journal of Child Care and Education Policy volume  6 ,  pages 35–43 ( 2012 ) Cite this article

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Governments around the world have boosted their early childhood education and care (ECEC) engagement and investment on the basis of evidence from neurological studies and quantitative social science research. The role of qualitative research is less understood and under-valued. At the same time the hard evidence is only of limited use in helping public servants and governments design policies that work on the ground. The paper argues that some of the key challenges in ECEC today require a focus on implementation. For this a range of qualitative research is required, including knowledge of organisational and parent behaviour, and strategies for generating support for change. This is particularly true of policies and programs aimed at ethnic minority children. It concludes that there is a need for a more systematic approach to analysing and reporting ECEC implementation, along the lines of “implementation science” developed in the health area.

Introduction

Research conducted over the last 15 years has been fundamental to generating support for ECEC policy reform and has led to increased government investments and intervention in ECEC around the world. While neurological evidence has been a powerful influence on ECEC policy practitioners, quantitative research has also been persuasive, particularly randomised trials and longitudinal studies providing evidence (1) on the impact of early childhood development experiences to school success, and to adult income and productivity, and (2) that properly constructed government intervention, particularly for the most disadvantaged children, can make a significant difference to those adult outcomes. At the same time the increased focus on evidence-informed policy has meant experimental/quantitative design studies have become the “gold standard” for producing knowledge (Denzin & Lincoln, 2005 ), and pressures for improved reporting and accountability have meant systematic research effort by government has tended to focus more on data collection and monitoring, than on qualitative research (Bink, 2007 ). In this environment the role of qualitative research has been less valued by senior government officials.

Qualitative Research-WhatIs It?

The term qualitative research means different things to different people (Denzin & Lincoln, 2005 ). For some researchers it is a way of addressing social justice issues and thus is part of radical politics to give power to the marginalised. Others see it simply as another research method that complements quantitative methodologies, without any overt political function. Whatever the definition of qualitative research, or its role, a qualitative study usually:

Features an in depth analysis of an issue, event, entity, or process. This includes literature reviews and meta studies that draw together findings from a number of studies.

Is an attempt to explain a highly complex and/or dynamic issue or process that is unsuited to experimental or quantitative analysis.

Includes a record of the views and behaviours of the players — it studies the world from the perspective of the participating individual.

Cuts across disciplines, fields and subject matter.

Uses a range of methods in one study, such as participant observation; in depth interviewing of participants, key stakeholders, and focus groups; literature review; and document analysis.

High quality qualitative research requires high levels of skill and judgement. Sometimes it requires pulling together information from a mosaic of data sources and can include quantitative data (the latter is sometimes called mixed mode studies). From a public official perspective, the weaknesses of qualitative research can include (a) the cost-it can be very expensive to undertake case studies if there are a large number of participants and issues, (b) the complexity — the reports can be highly detailed, contextually specific examples of implementation experience that while useful for service delivery and front line officials are of limited use for national policy development, (c) difficultyin generalising from poor quality and liable to researcher bias, and (d) focus, at times, more on political agendas of child rights than the most cost-effective policies to support the economic and social development of a nation. It has proved hard for qualitative research to deliver conclusions that are as powerful as those from quantitative research. Educational research too, has suffered from the view that education academics have over-used qualitative research and expert judgement, with little rigorous or quantitative verification (Cook & Gorard, 2007 ).

Qualitative Research and Early Childhood Education and Care

In fact, the strengths of qualitative ECEC research are many, and their importance for government, considerable. Qualitative research has been done in all aspects of ECEC operations and policies, from coordinating mechanisms at a national level (OECD, 2006 ), curriculum frameworks (Office for Children and Early Childhood Development, 2008 ), and determining the critical elements of preschool quality (Siraj-Blatchford et al., 2003 ), to developing services at a community level including effective outreach practices and governance arrangements. Qualitative research underpins best practice guides and regulations (Bink, 2007 ). Cross country comparative studies on policies and programs rely heavily on qualitative research methods.

For public officials qualitative components of program evaluations are essential to understanding how a program has worked, and to what extent variation in outcomes and impacts from those expected, or between communities, are the result of local or national implementation issues or policy flaws. In addition, the public/participant engagement in qualitative components of evaluations can reinforce public trust in public officials and in government more broadly.

In many ways the contrast between quantitative and qualitative research is a false dichotomy and an unproductive comparison. Qualitative research complements quantitative research, for example, through provision of background material and identification of research questions. Much quantitative research relies on qualitative research to define terms, and to identify what needs to be measured. For example, the Effective Provision of PreSchool Education (EPPE) studies, which have been very influential and is a mine of information for policy makers, rely on initial qualitative work on what is quality in a kindergarten, and how can it be assessed systematically (Siraj-Blatchford et al., 2003 ). Qualitative research too can elucidate the “how” of a quantitative result. For example, quantitative research indicates that staff qualifications are strongly associated with better child outcomes, but it is qualitative work that shows that it is not the qualification per se that has an impact on child outcomes-rather it is the ability of staff to create a high quality pedagogic environment (OECD, 2012 ).

Challenges of Early Childhood Education and Care

Systematic qualitative research focused on the design and implementation of government programs is essential for governments today.

Consider some of the big challenges facing governments in early childhood development (note this is not a complete list):

Creating coordinated national agendas for early childhood development that bring together education, health, family and community policies and programs, at national, provincial and local levels (The Lancet, 2011 ).

Building parent and community engagement in ECEC/Early Childhood Development (ECD), including increasing parental awareness of the importance of early childhood services. In highly disadvantaged or dysfunctional communities this also includes increasing their skills and abilities to provide a healthy, stimulating and supportive environment for young children, through for example parenting programs (Naudeau, Kataoka, Valerio, Neuman & Elder, 2011 ; The Lancet, 2011 ; OECD, 2012 ).

Strategies and action focused on ethnic minority children, such as outreach, ethnic minority teachers and teaching assistants and informal as well as formal programs.

Enhancing workforce quality, including reducing turnover, and improved practice (OECD, 2012 ).

Building momentum and advocacy to persuade governments to invest in the more “invisible” components of quality such as workforce professional development and community liaison infrastructure; and to maintain investment over significant periods of time (Jarvie, 2011 ).

Driving a radical change in the way health/education/familyservicepro fessions and their agencies understand each other and to work together. Effectively integrated services focused on parents, children and communities can only be achieved when professions and agencies step outside their silos (Lancet, 2011 ). This would include redesign of initial training and professional development, and fostering collaborations in research, policy design and implementation.

There are also the ongoing needs for,

Identifying and developing effective parenting programs that work in tandem with formal ECEC provision.

Experiments to determine if there are lower cost ways of delivering quality and outcomes for disadvantaged children, including the merits of adding targeted services for these children on the base of universal services.

Figuring out how to scale up from successful trials (Grunewald & Rolnick, 2007 ; Engle et al., 2011 ).

Working out how to make more effective transitions between preschool and primary school.

Making research literature more accessible to public officials (OECD, 2012 ).

Indeed it can be argued that some of the most critical policy and program imperatives are in areas where quantitative research is of little help. In particular, qualitative research on effective strategies for ethnic minority children, their parents and their communities, is urgently needed. In most countries it is the ethnic minority children who are educationally and economically the most disadvantaged, and different strategies are required to engage their parents and communities. This is an area where governments struggle for effectiveness, and public officials have poor skills and capacities. This issue is common across many developed and developing countries, including countries with indigenous children such as Australia, China, Vietnam, Chile, Canada and European countries with migrant minorities (OECD, 2006 ; COAG, 2008 ; World Bank, 2011 ). Research that is systematic and persuasive to governments is needed on for example, the relative effectiveness of having bilingual environments and ethnic minority teachers and teaching assistants in ECEC centres, compared to the simpler community outreach strategies, and how to build parent and community leadership.

Many countries are acknowledging that parental and community engagement is a critical element of effective child development outcomes (OECD, 2012 ). Yet public officials, many siloed in education and child care ministries delivering formal ECEC services, are remote from research on raising parent awareness and parenting programs. They do not see raising parental skills and awareness as core to their policy and program responsibilities. Improving parenting skills is particularly important for very young children (say 0–3) where the impact on brain development is so critical. It has been argued there needs to be a more systematic approach to parenting coach/support programs, to develop a menu of options that we know will work, to explore how informal programs can work with formal programs, and how health programs aimed young mothers or pregnant women can be enriched with education messages (The Lancet, 2011 ).

Other areas where qualitative research could assist are shown in Table 1 (see p. 40).

Implementation Science in Early Childhood Education and Care

Much of the suggested qualitative research in Table 1 is around program design and implementation . It is well-known that policies often fail because program design has not foreseen implementation issues or implementation has inadequate risk management. Early childhood programs are a classic example of the “paradox of non-evidence-based implementation of evidence-based practice” (Drake, Gorman & Torrey, 2005). Governments recognise that implementation is a serious issue: there may be a lot of general knowledge about “what works”, but there is minimal systematic information about how things actually work . One difficulty is that there is a lack of a common language and conceptual framework to describe ECEC implementation. For example, the word “consult” can describe a number of different processes, from public officials holding a one hour meeting with available parents in alocation,to ongoing structures set up which ensureall communityelementsare involved and reflect thespectrum of community views, and tocontinue tobuild up community awareness and engagement over time.

There is a need to derive robust findingsof generic value to public officials, for program design. In the health sciences, there is a developing literature on implementation, including a National implementation Research Network based in the USA, and a Journal of Implementation Science (Fixsen, Naoom, Blasé, Friedman & Wallace, 2005 ). While much of the health science literature is focused on professional practice, some of the concepts they have developed are useful for other fields, such as the concept of “fidelity” of implementation which describes the extent to which a program or service has been implemented as designed. Education program implementation is sometimes included in these fora, however, there is no equivalent significant movement in early childhood education and care.

A priority in qualitative research for ECEC of value to public officials would then appear to be a systematic focus on implementation studies, which would include developing a conceptual framework and possibly a language for systematic description of implementation, as well as, meta-studies. This need not start from scratch-much of the implementation science literature in health is relevant, especially the components around how to influence practitioners to incorporate latest evidence-based research into their practice, and the notions of fidelity of implementation. It could provide an opportunity to engage providers and ECE professionals in research, where historically ECEC research has been weak.

Essential to this would be collaborative relationships between government agencies, providers and research institutions, so that there is a flow of information and findings between all parties.

Quantitative social science research, together with studies of brain development, has successfully made the case for greater investment in the early years.There has been less emphasis on investigating what works on the ground especially for the most disadvantaged groups, and bringing findings together to inform government action. Yet many of the ECEC challenges facing governments are in implementation, and in ensuring that interventions are high quality. This is particularly true of interventions to assist ethnic minority children, who in many countries are the most marginalised and disadvantaged. Without studies that can improve the quality of ECEC implementation, governments, and other bodies implementing ECEC strategies, are at risk of not delivering the expected returns on early childhood investment. This could, over time, undermine the case for sustained government support.

It is time for a rebalancing of government research activity towards qualitative research, complemented by scaled up collaborations with ECEC providers and research institutions. A significant element of this research activity could usefully be in developing a more systematic approach to analysing and reporting implementation, and linking implementation to outcomes. This has been done quite effectively in the health sciences. An investment in developing an ECEC ‘implementation science’ would thus appear to be a worthy of focus for future work.

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A qualitative study on the relationship between faculty mobility and scientific impact: toward the sustainable development of higher education.

1. Introduction

2. literature review, 2.1. faculty mobility, 2.2. scientific impact, 2.3. relationship between faculty mobility and scientific impact, 3. data and research methodology, 3.1. dataset, 3.2. research methodology, 3.2.1. descriptive statistical analysis.

• Mobility Frequency: This study uses the change in the authors’ correspondence addresses as an indicator of mobility frequency. Samples with abnormal data and excessive mobility experiences were excluded, and only samples with 1–5 instances of mobility were included in the subsequent analysis.
• Citation Count: The number of times a paper is cited by other papers after publication is called the citation count. This reflects the referential value and importance of an original paper for subsequent research. Highly cited papers represent the frontier and hot issues in the field.
• Difference in Citation Count ( δ ): This refers to the difference in citation counts of papers by faculty members after mobility compared to the citation counts before mobility.

3.2.2. Normality Test

3.2.3. spearman’s rank correlation coefficient, 3.2.4. wilcoxon signed-rank test, 4.1. spearman’s rank correlation analysis of faculty mobility and citations, 4.1.1. correlation analysis of overall faculty mobility frequency and citations, 4.1.2. correlation analysis of faculty mobility frequency and paper citations by discipline, 4.2. wilcoxon signed-rank test analysis of faculty mobility and paper citations, 4.3. wilcoxon signed-rank test analysis of faculty mobility frequency and paper citations, 4.3.1. analysis of differences in paper citations by overall faculty mobility frequency, 4.3.2. analysis of differences in citations by discipline, 5. discussion and conclusions, author contributions, institutional review board statement, informed consent statement, data availability statement, conflicts of interest.

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Share and Cite

Zhang, J.; Su, X.; Wang, Y. A Qualitative Study on the Relationship between Faculty Mobility and Scientific Impact: Toward the Sustainable Development of Higher Education. Sustainability 2024 , 16 , 7739. https://doi.org/10.3390/su16177739

Zhang J, Su X, Wang Y. A Qualitative Study on the Relationship between Faculty Mobility and Scientific Impact: Toward the Sustainable Development of Higher Education. Sustainability . 2024; 16(17):7739. https://doi.org/10.3390/su16177739

Zhang, Jun, Xiaoyan Su, and Yifei Wang. 2024. "A Qualitative Study on the Relationship between Faculty Mobility and Scientific Impact: Toward the Sustainable Development of Higher Education" Sustainability 16, no. 17: 7739. https://doi.org/10.3390/su16177739

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• Published: 03 September 2024

Study of dog population dynamics and rabies awareness in Thailand using a school-based participatory research approach

• Weerakorn Thichumpa 1 ,
• Anuwat Wiratsudakul 2 ,
• Sarin Suwanpakdee 2 ,
• Chayanin Sararat 3 ,
• Charin Modchang 3 , 4 ,
• Setha Pan-ngum 5 ,
• Nakornthip Prompoon 5 ,
• Onpawee Sagarasaeranee 6 ,
• Sith Premashthira 6 ,
• Weerapong Thanapongtharm 6 ,
• Arun Chumkaeo 7 &
• Wirichada Pan-ngum 1 , 8  

Scientific Reports volume  14 , Article number:  20477 ( 2024 ) Cite this article

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• Epidemiology
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Rabies is a neglected disease primarily related to dog-mediated transmission to humans. Accurate dog demographic and dynamic data are essential for effectively planning and evaluating population management strategies when designing interventions to prevent rabies. However, in Thailand, longitudinal survey data regarding dog population size are scarce. A school-based participatory research (SBPR) approach was conducted to survey owned dogs for one year in four high-risk provinces (Chiang Rai, Surin, Chonburi, and Songkhla) of Thailand, aiming to understand dog population dynamics and raise awareness about rabies. ‘Pupify’ mobile application was developed to collect data on dog population and observe the long-term population dynamics in this study. At the end of the data collection period, telephone interviews were conducted to gain insight into contextual perceptions and awareness regarding both animal and human rabies, as well as the social responsibility of dog owners in disease prevention and control. Among 303 high school students who registered in our study, 218 students reported at least one update of their dog information throughout the one-year period. Of 322 owned dogs from our survey, the updates of dog status over one year showed approximately 7.5 newborns per 100-dog-year, while deaths and missing dogs were 6.2 and 2.7 per 100-dog-year, respectively. The male to female ratio was approximately 1.8:1. Twenty-three students (10%) voluntarily participated and were interviewed in the qualitative study. The levels of rabies awareness and precautions among high-school students were relatively low. The high dropout rate of the survey was due to discontinuity in communication between the researcher and the students over the year. In conclusion, this study focused on using the SBPR approach via mobile application to collect data informing dog population dynamics and raising awareness regarding rabies in Thailand Other engaging platforms (e.g. Facebook, Instagram, Twitter, and other popular applications) is necessary to enhance communication and engagement, thereby sustaining and maintaining data collection. Further health education on rabies vaccination and animal-care practices via social media platforms would be highly beneficial. For sustainable disease control, engaging communities to raise awareness of rabies and increase dog owners’ understanding of their responsibilities should be encouraged.

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Population demographics are important baseline data necessary for the study of infectious diseases. Human population data are available in most settings. For animal populations, however, demographic information is very limited in several countries and often only available for specific cohorts or studies. In Thailand, nationwide dog surveys are conducted by local government organizations once or twice a year and reported to a web-based reporting system, “ThaiRabies.net”, which has been updated to “Rabies One Data” since 2021 1 . These surveys require considerable human resources, while the quality of data can vary from province to province depending on the management and training of local staff teams to process and manage data 2 . Here, we proposed an innovative way to conduct dog surveys using a school-based participatory research (SBPR) as a part of community-based participatory research (CBPR), an approach to research that involves collective, reflective, and systematic inquiry in which researchers and community stakeholders engage as equal partners in all steps of the research process, with the goal of educating, improving practice, or bringing about social change 3 , 4 . We implemented the SBPR approach to perform a dog population survey among high school students in Thailand, using a mobile-phone application. This alternative approach relies on a self-reporting system for dog owners. This can be done through a mobile application developed for data collection. This approach was hoped to provide solution of a long-term data collection with lower cost to the government sectors, as well as promote community participations, raising awareness and responsibility among owners to register, monitor, and care for their dogs.

Dog ownership issues are critical for the design of rabies vaccination campaigns, especially in developing countries, including Thailand 5 . In many high-income settings, owners are responsible for properly confining their dogs and facilitating their vaccination against rabies. In Thailand, dog-keeping practices and duties of responsible ownership vary depending on the cultural setting 6 . There is an increasing evidence that most free-roaming dogs are owned and accessible for rabies prophylaxis 7 , 8 , 9 ; moreover, unvaccinated owned dogs have been affected by rabies 2 . Nevertheless, many owners cannot afford to pay for vaccination and other veterinary care for their own dogs 10 , 11 . Thus, many people rely on free, mass vaccination campaigns against rabies, provided by the government or non-governmental organizations (NGOs). In addition, limited access to dog vaccination can potentially reduce effective vaccination coverage, particularly if the proportion of unowned dogs is large. Dog movement patterns can also play a role in rabies epidemiology 12 . Dog confinement has been studied and implemented in some countries as a control measure for rabies 13 , 14 , 15 .

In Thailand, rabies is a notifiable condition, however it is not compulsory to report suspected rabies exposure in humans 16 . Both dog and human vaccination guidelines from the World Health Organization (WHO) and the World Organization for Animal Health (WOAH), recommend a comprehensive strategy to eradicate dog-mediated rabies 17 , 18 , 19 . The strategy highlights the importance of mass dog vaccination campaigns (aiming for at least 70% coverage) and the implementation of effective dog population control measures (e.g. sterilization), which have been optimized for rabies prevention and control 16 , 17 , 18 , 20 . Human rabies in Thailand has been prevented and controlled by policy promulgated since 1992. Rabies cases have decreased because of schemes including mass dog vaccination and sterilization. Although human rabies in Thailand has gradually declined, animal rabies has been generally increasing over the past ten years 2 . In 2020, there were 209 cases of rabid dogs reported in Thailand and three human deaths due to rabies. Rabies is most prevalent in the provinces of Chonburi, Songkhla, and Surin, while Chiang Rai has found high positive detection of rabid animal cases in 2018 21 , 22 . The control of rabies in animals is challenging, as the disease can be transmitted throughout the year and therefore surveillance and control of animal carriers are urgently required 20 . As for the Thai government’s policy and guideline (based on WHO & WOAH) for high-risk areas, ring vaccination is currently implemented for controlling and preventing rabies outbreaks, while sterilization is a long-term solution to control number of dog population, reducing contacts among dogs and between human and dogs. Both vaccination and sterilization are hopeful for improve management of dog bites 22 .

Although the database of dogs has been significantly improved following the introduction of dog survey reporting to ThaiRabies.net by local government organizations, the system still relies solely on the public health sectors. Moreover, data consistency remains an issue due to technical problems within the system and incomplete data entry. Here, we introduced a novel method for owned-dog data collection, using the SBPR approach. Information about dog population dynamics is essential for analyzing population and disease prediction and can act as baseline data for dog population management plans. The exploration and identification of dog population ecosystems and dynamics are required as a framework to effectively plan and evaluate population management and interventions to prevent rabies 8 . In addition, the introduction of an approach to our dog survey among school-age children could be beneficial in terms of generating awareness of animal-care practices, disease, and the development of a research mindset.

Countries in Southeast Asia are among the top users of mobile phones globally. In 2020, total population of Thailand were approximately 65.42 million 23 . The number of smartphone users in Thailand reached 53.57 million, with around 60 million predicted by 2026, due both to increases in the Thai population and internet penetration 24 . Self-reported data collection via mobile phones can be of use when conducting large-scale surveys, with the affordability and availability of mobile phones and wireless networks making them a viable alternative to traditional methods 25 . However, it is important to consider various aspects involved in the development and implementation of mobile phone data collection. For example, ensuring usability and user acceptance of the data collection system will help motivate survey participants to stay with the project and continue to provide high-quality data. Server authentication through the use of properly configured certificates will help deal with threats of data submission to a malicious server, which can increase users’ confidence in data security 26 .

Our study proposed an initial effort to conduct a long-term survey based on dog owners’ awareness and participation. The dog population dynamics data were analyzed and visualized. In addition, the qualitative study was performed on 10% of the survey participants who volunteered to do the interview on knowledge of rabies, social responsibility, community engagement and research orientation. The data collection tools and methods were assessed and further improvements when using this approach were proposed.

Dog population survey

School and participant demographics.

In the survey via ‘Pupify’ mobile application, 303 high-school students registered through the mobile application for our study. There were 29.8%, 28.9%, 27.1% and 14.2% from a school in Chonburi, Surin, Chiang Rai, and Songkhla provinces, respectively; most were female participants (72.9%) (Table 1 ). Of 303 registrations, 218 participants actually submitted at least one update of their dogs into the system over the one-year study. However, the number of participants continued submitting the monthly dog updates dropped to 46, 63 and 43 after 6 months, 9 months and by the end of one year, respectively. The number of students giving the completely one-year updates was 43 or 20% of total participants from the start (Fig.  1 ).

A number of participants’ responses in a 3-month period during the study year.

Dog demographics and dog population dynamics

Overall, 322 owned dogs were reported during the study period. More than half were male dogs (65.0%). Owned dogs were divided into three age groups based on owners′ identification: birth to 1 year (28.3%), aged between > 1 and 8 years (57.1%), and aged > 8 years (14.6%). These age classes were used to represent three groups of dogs, puppy, adult, and elderly. Most owned dogs were reported in Surin province (35.4%), followed by Chiang Rai (28.5%), Chonburi (22.7%), Songkhla (12.1%), and others where owners dwelling in adjacent areas (1.2%). In addition, 24 new-born puppies were reported, while there were 20 deaths (e.g. caused by dog illness, bite, fight, accident, and culling) and 9 missing dogs reported. These numbers correspond to the estimated birth, death, and missing rates of 7.5, 6.2, and 2.7 per 100 dog-years, respectively. Based on the self-reporting system, 40.1% of the dogs had been vaccinated against rabies and 12.4% had been sterilized (Table 2 ).

Qualitative study

Dog owner characteristics.

A total of 23 high-school students, all aged 17 years, voluntarily participated in our interview (see Supplementary Table 3 ). There were students from all three levels of participation, including registration only (17.4%, n = 4), partially updated data (39.1%, n = 9), and fully updated data (43.5%, n = 10). Although all schools from four provinces were represented, more than half of the participants were from Chonburi province (52.2%).

Extensive knowledge and dog rabies awareness

Most participants (91.3%, n = 21) strongly agreed that rabies was fatal, resulting in death in both humans and dogs. One participant noted, “I learned from the news on TV that human infections result in a hundred percent mortality” . However, 52.1% of the participants (n = 12) reported that they were either unaware of or did not follow rabies situations locally. This indicated that while most participants are aware of rabies, they do not necessarily stay informed about local rabies situations. One participant said, “ I have very little experience of rabies disease. I have not seen the real case before and have not followed the disease situation. At school, there is minimal information for us to research more about rabies. Sometimes, external health staff came to educate us about health at school but didn’t focus on rabies” . While a majority (65.2%, n = 15) of participants considered that only cats and dogs were reservoirs for rabies, a larger proportion (78.2%, n = 18) were unsure whether there were other animal reservoirs. This result indicated that most participants were unaware that other mammals can also get infected with rabies. From the interviews, some participants made statements such as “I think it mainly comes from dogs and cats, unlikely to be other species” and “Most cases are infected from stray dogs, perhaps also from rabbits and monkeys” . In addition, 65.0% (n = 15) of participants mainly received information about rabies from social media and other online sources, while the remaining participants obtained information from other sources, including schools (such as our project visit), television and news, community announcements, medical providers, parents, and relatives.

Rabies precautions and caring for owned dogs

Most participants (87.0%, n = 20) stated that avoiding contact with stray dogs can help to prevent rabies infection. Also, 52.1% (n = 12) suggested that owned dogs should be vaccinated annually against rabies. Dog confinement was reported by most owners (87.0%, n = 20) as a way to control and limit their dogs’ contact with humans or animals. One participant said, “I keep my dog only in my house to avoid contacting with people and other dogs” and “My dog is always leashed all the time and I don’t allow other dogs nearby my dog when it is outside” . According to this, half of them (52.1%, n = 12) trusted their dogs, with 80–100% confidence due to annually vaccination and not allowing dogs outside. One participant said, “Some of my dogs are not yet vaccinated, we put the dogs to guard our properties in the factory area and sometimes outside dogs do come to visit” .

In terms of caring for owned dogs, participants reported how they managed their dog’s health (including regular health check-ups and visits to veterinarians when health issues were identified). The majority used the services of animal clinics (87.0%, n = 20), followed by animal hospitals (21.7%, n = 5), treatment by owners (21.7%, n = 5), and government veterinary services (13.0%, n = 3). However, one said, “I saw my aunt giving paracetamol to the dog when it was sick. I didn't agree with that and would have looked for more information or taken the dog to the vet instead” . This indicated that animal health education on the care of owned dogs should be enhanced, with information provided by specialists at animal service stations.

In the case of what happens to newborn puppies, participants identified two common situations: giving them away to others (65.2%, n = 15) and keeping the puppies themselves (39.1%, n = 9). In the mating season, most participants said they confined their dogs and did not allow them to breed with other dogs. One participant said, “I usually keep the dog in the house and sometimes use a lease to prevent dogs fighting”. Conversely, in the case of both neutered and non-neutered dogs, some participants still allowed their dogs to breed. Finally, the owners said they commonly observed their dog’s health status at feeding time (47.8%, n = 11); when they were sleeping (30.4%, n = 7) or playing (17.4%, n = 4); or when they observed any abnormality (17.4%, n = 4).

Obstacles, limitations, and motivations for joining in with school-based participatory research

Obstacles and limitations relating to the SBPR study mentioned by participants included forgetting to update their dog’s data (65.2%, n = 15), having school assignments and portfolios (30.4%, n = 7), having a part-time job (17.4%, n = 4), having personal works (17.4%, n = 4), having a poor internet connection (13.0%, n = 3), changing their smartphone (8.7%, n = 2), being unable to install the mobile application (4.3%, n = 1), and not interested in participating (4.3%, n = 1).

Conversely, participants reported some interesting advantages and motivations for why they participated in this study. Motivations included in the attainment of project certificates (60.9%, n = 14), followed by project rewards/gifts (34.8%, n = 8), research experience (13.0%, n = 3), dog care and follow-up (13.0%, n = 3), and rabies information (4.3%, n = 1). Other influences for joining the project mentioned included own self (65.2%, n = 15), project notification (13.0%, n = 3), project rewards (8.7%, n = 2), and support for school activities (4.3%, n = 1). After participated in this study, the main advantages given were mostly focused on caring for owned dogs, with regard to dog attention and care (69.6%, n = 16), observation of dog behavior (34.8%, n = 8), dog vaccine notification (17.4%, n = 4), and education (17.4%, n = 4). One mentioned that “In my opinion, the best thing I learned is to pay more attention to my dog. I observe my dogs more regularly and take care of them much better than earlier” .

Other suggestions from participants

Some participants suggested that they needed more information about rabies disease, its prevention and control, dog management, and dog vaccination. This could be added to the Pupify application, which was easily accessible for necessary information. Also, alternative sources of information should be considered, e.g., infographics and dog fan-pages on Facebook, Instagram, Twitter, or other popular social media platforms. One participant suggested, “I think having different channels for communication would help stimulate more interest in the work, for example, forming a ‘dog lovers’ group on social media” .

Here, we explored a new method to collect dog data via mobile application, a self-reporting system for dog owners, by focus initially on high school students who owned smartphones, which is in contrast with the conventional dog population census that is performed once or twice per year in Thailand by the government departments responsible for animal health. The key challenge to our design was the number of losses to follow-up. Our qualitative study revealed the main barriers to update dog dynamics data were due to some personal issues and technical reasons. A participant from the partial update group noted, “I gave regular updates until I changed my smart phone, I stopped updating the information completely” . One from the no-update group said, “I had difficulties installing the app and I think I am not disciplined enough to join this project anyway”. In addition, there was some feedback on the suitability of a mobile instant messaging app for data tracing. One participant suggested, “I prefer other channels of communication such as Instagram and Facebook because they are more convenient to me” .

Nevertheless, we estimated birth, death, and missing rates of 7.5, 6.2, and 2.7 per 100 dog-years, respectively. The male to female ratio was approximately 1.8:1. The variations in these rates and ratios among the studied provinces are noticeable (see Supplementary Tables 1 and 2 ). This could be due to different nature of owned dogs in different parts of Thailand. However, due to the relatively small sample size in our study, it would not be appropriate to perform any sub-analysis from this data. It is important to note that the majority of the data provided pertained to confined dogs (70.2%), which may not accurately reflect the uncertainty conditions of free-roaming dogs. Future dog censuses should include a focus on confined, free-roaming, and stray dogs to provide a more comprehensive representation of the overall dog population size. Observations in South Africa revealed that birth and death rates were 31.3–45.1 and 40.6–56.8 per 100 dog-years, respectively, while the male to female ratio was approximately 1.4–1.7:1 27 . A study in India estimated an annual per capita birth and death rate of 1.0 and 0.7, respectively, while the male to female ratio was approximately 1.4:1 28 . A sight–resight survey in Australia reported birth and death rates were approximately 2.4 and 1.7 dogs/dog-owning house/year, respectively, while the male to female ratio was approximately 1:1 7 . Compared with other studies (using different approaches to collect the data; including observational, sight-resight, and/or mark-recapture survey), births and deaths in our study were relatively low. However, the male to female ratio was in line with previous studies. Similarly to a previous study 6 , we found the proportions of dog-keeping approaches (i.e. confined or free-roaming) varied among the sites, with dogs usually confined in well-developed areas whereas free-roaming dogs were reported more frequently in remote areas.

Our study had some limitations. First, the survey was restricted to owned dogs. It would be helpful to collect similar data for stray dogs; however, to conduct a similar study of stray dogs in the Thai setting, individuals who take care of stray dogs, so called “local feeders”, must be identified 29 . Second, the participants only comprised high-school children of a specific age group, perhaps a broader target public population should be considered for future surveys. Furthermore, we simply used three reproductive age classes to represent puppy, adult, and elderly i.e. the exact dog ages as detailed classifications, i.e. puppy, juvenile, young adult, mature adult, senior, and geriatric, are not available in this study. Third, the 'Pupify' application was developed for Android phones only and required updates to remain compatible with the latest operating system versions. Fourth, there was a low number of one-year data completion among the participated students who owned a mobile phone. Because the participation was voluntary, unrelated to school nor teacher’s request. The study sites were distant from the central project location, notifications and encouragement communications were conducted solely via Line messaging application and telephone calls. This led to discontinuities in communication between the researchers and the students throughout the year. The barriers in our SBPR engagement were limitations of the mobile application platform, technical issues, personal reasons, and the lack of engagement of project through the teachers and/or schools. Further studies should consider site visits to enhance communication, encourage participation, and investigate any arising issues.

In accordance with “One Health” concepts, human health is closely connected to the health of animals and our shared environment, and research in this area should be a collaborative, multisectoral, and trans-disciplinary approach to achieve optimal health outcomes. We made considerable effort to use the SBPR approach in conducting this study. In addition, the initial motivation for study participation was primarily driven by the desire to achieve long-term goals and enhance their profiles for university enrollment. After participating, they also recognized considerable benefits in caring for their dogs and demonstrated a commitment to sustainable effort for better dog care. Although there was a low response rate among participants, we could remark that the main advantage concerning caring for owned dogs was initially successful based on participants’ perception. Most interviewees agreed that this study would encourage them to pay more regular attention to their dogs regarding their health, vaccinations, and rabies prevention. Our study demonstrated the importance of encouraging, among school-age children, early learning about the importance of disease prevention and awareness, together with community engagement and social responsibility for their future. Finally, it is important to note that the success of several research depends on effective data collections. However, this study has provided valuable lessons, demonstrating that engaging the general public, beyond researchers and experts, presents considerable challenges. Practical issues such as invitations, communications, cooperations, maintaining engagements, and overall participations should be carefully considered. We hope that the insights gained from our study with SBPR may be beneficial for further studies and similar contexts.

Conclusions

Using the SBPR approach for collecting dog population dynamics data among the high school students can be challenging. Additionally, this study was conducted with an initial effort to explore the potential of using SBPR for data collection. The primary objective aimed to propose extending the approach beyond student awareness to include general dog owners in further research. Implementing a suitable SBPR approach involves designing educational activities, training participants, conducting surveys, and engaging the community. This could lead to effective and sustained data collection while fostering community involvement and awareness in the future. Perception on the usefulness of the application and different social-media channels for communication should be considered for future development of data collecting tools and mobile application in order to provide higher incentive to participate and update dog information in a long-term. A low level of disease awareness among high school students was identified in the interviews, possibly due to insufficient information, both at school and in the media. It is critical to promote disease awareness through health education. Further studies using in-depth interviews should focus on enhancing rabies awareness, increasing owner responsibility, and supporting rabies prevention projects, as these factors are crucial for policymaking and effective public participation. Nevertheless, by conducting data collection using a new alternative approach among the students, it has clearly increased some awareness on the importance of animal welfare and provided some new experience of being part of a research for some students to reduce rabies among humans and animals.

Study sites and participants

This study was conducted between June 2018 and October 2019, in areas where rabies is endemic and where there is a high incidence of animal and human cases 30 . It formed part of a larger study conducted in Thailand between 2015 and 2018, which aimed to investigate the cultural and socioeconomic factors that contribute to rabies outbreaks in Thailand 31 . Four provinces were included: Chiang Rai province in the north, Surin province in the northeast, Chonburi province in the east, and Songkhla province in the south (Fig.  2 ). Based on the past five year report of rabies in Thailand 22 , 30 , we purposively surveyed high school students dwelling in high endemic areas among the four provinces. Inclusion criteria were: (1) students aged between 16 and 17 years who owned at least one dog and possessed a smartphone that used the Android operating system, and (2) volunteer students whose parents consented to their participation in the study. In this study, dog ownership was defined as those who owned or cared for at least one dog at the residence only. Students were eligible to voluntarily participate by registering dog data on the ‘Pupify’ application.

Maps showing; laboratory positive detection of rabies cases in animals in 2018 (Source: Thairabies.net: http://www.thairabies.net 1 ; and The four provinces included in the study: Chiang Rai, Surin, Chonburi, and Songkhla.

Data collection using the “Pupify”

‘Pupify’ mobile application was developed to collect long-term data on dog population numbers and dynamics from dog owners, feeders, and the general public. The ‘Pupify’ was developed by a group of university students from the Department of Computer Engineering, Chulalongkorn University 32 . The software architecture was three-tiered i.e. client, application server, and database server. The client section was initially constructed for Android OS using Java language. The application server was developed by using JavaScript which responded to user requests and monitored the types of data that should be recorded in the database server. All processes were tested accurately in both software testing and acceptance testing by developers and research team to ensure that the application can function in real settings.

In this study, the application was initially designed to target high-school students who have a smartphone and presumably have good knowledge of rabies. The application was developed in collaboration with the Department of Livestock Development (DLD), Ministry of Agriculture and Cooperatives Thailand, who are responsible for rabies control in Thailand. The application comprised three main sections: (i) demographic information about a dog’s owner, (ii) demographic information about dogs, and (iii) routine information updates and report management. The first and second sections were recorded in literal format once for each dog and owner upon registration. Monthly updates were required to follow-up on status of registered dogs, e.g. still alive, moved out, dead, vaccination status, and sterilization status. The participants were reminded to provide at least the monthly updates through the application and other channels of communication including Line messaging application and telephone calls with the researchers.

Qualitative study for the evaluation of participatory research

The second part of the study was conducted once the dog survey had been completed. This qualitative study aimed to explore in detail the knowledge, perceptions, and awareness of dog owners with regard to rabies in dogs and humans. Semi-structured interviews were used to collect the information. First, the participants from the survey were asked to voluntarily participate in the qualitative study by registering online to express their interest. To ensure a diversity of data, the research team purposively selected participants to include students whose duration of participation in the dog survey varied and those who attended different schools. Second, they were invited to participate in a one-to-one online interview with Thichumpa W. Each interview lasted for 15–30 min and was recorded. Informed consent was obtained from all participants’ parents. The interviews were conducted between March to May 2021.

The study protocol was approved by the ethical committees of Mahidol University Central Institutional Review Board (MU-CIRB 2019/157.0606; August 2019). Written informed consent was obtained from all high school students who participated in the research. All the methods were performed in accordance with relevant guidelines and regulations.

Data analyzes

Descriptive statistics were generated using SPSS version 23.0 33 . For the qualitative study, transcript data were evaluated by determining the frequency of answers given by interviewees and then coding keywords into pre-set themes 34 , including the theme of rabies knowledge, rabies awareness, caring for owned dog, perception about project, and other suggestions. The content analysis and thematic narrative approach were performed using QDA Miner Lite 35 .

Data availability

The data that support the findings of this study are available from the corresponding author, (WP), upon reasonable request.

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Acknowledgements

We cordially thank all the high school students who participated in our surveys. We also thank Siwakorn Luengcharoenpong and the teams from the Department of Computer Engineering, Chulalongkorn University, Bangkok, Thailand for software development and consultation.

This study was funded by the National Science and Technology Development Agency (NSTDA), Thailand (Grant ID. P-18-51758) and the Disease Control Department, Ministry of Public Health, Thailand. In addition, this research was funded in part by the Wellcome Trust [220211]. For the purpose of Open Access, the authors have applied a CC BY public copyright license to any Author Accepted Manuscript version arising from this submission.

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Conceptualization and Methodology: WK.T., W.P., C.M., A.W. and WP.T. Mobile application: S.P. and N.P. Survey and data collection: WK.T., S.S., C.S., O.S., S.PR., WP.T. and A.C. Formal analysis: WK.T. and W.P. Project administration and data management: WK.T. Writing–original draft: WK.T. and W.P. Writing–review & editing: All authors. The authors declare consent for publication.

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Correspondence to Wirichada Pan-ngum .

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Thichumpa, W., Wiratsudakul, A., Suwanpakdee, S. et al. Study of dog population dynamics and rabies awareness in Thailand using a school-based participatory research approach. Sci Rep 14 , 20477 (2024). https://doi.org/10.1038/s41598-024-71207-7

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DOI : https://doi.org/10.1038/s41598-024-71207-7

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