qualitative-research-pro 1.0.0

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  1. package/AGENTS.md +108 -0
  2. package/CLAUDE.md +171 -0
  3. package/LICENSE +21 -0
  4. package/README.md +166 -0
  5. package/agents/analysis-orchestrator.md +162 -0
  6. package/agents/audit-trail-builder.md +127 -0
  7. package/agents/category-developer.md +179 -0
  8. package/agents/citation-manager.md +83 -0
  9. package/agents/constant-comparator.md +135 -0
  10. package/agents/data-manager.md +104 -0
  11. package/agents/discussion-writer.md +128 -0
  12. package/agents/document-analyst.md +114 -0
  13. package/agents/ethics-reviewer.md +119 -0
  14. package/agents/field-note-analyst.md +124 -0
  15. package/agents/fit-assessor.md +192 -0
  16. package/agents/grounded-theorist.md +210 -0
  17. package/agents/literature-integrator.md +169 -0
  18. package/agents/literature-reviewer.md +112 -0
  19. package/agents/memo-writer.md +234 -0
  20. package/agents/methodology-critic.md +166 -0
  21. package/agents/methods-writer.md +109 -0
  22. package/agents/open-coder.md +187 -0
  23. package/agents/pattern-analyst.md +166 -0
  24. package/agents/peer-reviewer.md +129 -0
  25. package/agents/planner.md +122 -0
  26. package/agents/proposal-writer.md +108 -0
  27. package/agents/reflexivity-auditor.md +128 -0
  28. package/agents/research-designer.md +164 -0
  29. package/agents/research-writer.md +100 -0
  30. package/agents/saturation-assessor.md +159 -0
  31. package/agents/selective-coder.md +167 -0
  32. package/agents/theoretical-coder.md +260 -0
  33. package/agents/theoretical-sampler.md +165 -0
  34. package/agents/transcript-analyst.md +123 -0
  35. package/bin/cli.mjs +236 -0
  36. package/hooks/dist/agent-memory-loader.mjs +94 -0
  37. package/hooks/dist/agent-memory-saver.mjs +113 -0
  38. package/hooks/dist/bash-audit-log.mjs +71 -0
  39. package/hooks/dist/credential-deny.mjs +165 -0
  40. package/hooks/dist/forge-compile-check.mjs +92 -0
  41. package/hooks/dist/gas-snapshot-diff.mjs +71 -0
  42. package/hooks/dist/memory-awareness.mjs +276 -0
  43. package/hooks/dist/natspec-enforcer.mjs +67 -0
  44. package/hooks/dist/passive-learner.mjs +220 -0
  45. package/hooks/dist/pre-compact-continuity.mjs +467 -0
  46. package/hooks/dist/sast-on-edit.mjs +230 -0
  47. package/hooks/dist/session-analytics.mjs +84 -0
  48. package/hooks/dist/session-end-cleanup.mjs +121 -0
  49. package/hooks/dist/session-outcome.mjs +84 -0
  50. package/hooks/dist/session-register.mjs +307 -0
  51. package/hooks/dist/session-start-continuity.mjs +405 -0
  52. package/hooks/dist/slither-on-save.mjs +87 -0
  53. package/hooks/dist/storage-layout-check.mjs +89 -0
  54. package/hooks/dist/transcript-parser.mjs +214 -0
  55. package/install.sh +194 -0
  56. package/package.json +46 -0
  57. package/plugin.json +19 -0
  58. package/rules/academic-writing-style.md +42 -0
  59. package/rules/citation-standards.md +47 -0
  60. package/rules/current-methodological-state.md +40 -0
  61. package/rules/data-handling.md +44 -0
  62. package/rules/finding-output-format.md +47 -0
  63. package/rules/gt-coding-standards.md +40 -0
  64. package/rules/methodological-rigor.md +56 -0
  65. package/rules/quality-criteria.md +41 -0
  66. package/rules/reflexivity-requirements.md +40 -0
  67. package/rules/research-ethics-standards.md +44 -0
  68. package/skills/.gitkeep +2 -0
  69. package/skills/academic-writing/SKILL.md +73 -0
  70. package/skills/action-research/SKILL.md +96 -0
  71. package/skills/apa-formatting/SKILL.md +85 -0
  72. package/skills/case-study-methods/SKILL.md +96 -0
  73. package/skills/category-development/SKILL.md +80 -0
  74. package/skills/chicago-formatting/SKILL.md +81 -0
  75. package/skills/coding-pipeline/SKILL.md +81 -0
  76. package/skills/conceptual-frameworks/SKILL.md +70 -0
  77. package/skills/constant-comparison/SKILL.md +188 -0
  78. package/skills/constructivist-gt/SKILL.md +91 -0
  79. package/skills/data-management-protocols/SKILL.md +67 -0
  80. package/skills/document-analysis/SKILL.md +66 -0
  81. package/skills/ethnographic-methods/SKILL.md +82 -0
  82. package/skills/focus-group-methods/SKILL.md +66 -0
  83. package/skills/formal-theory/SKILL.md +159 -0
  84. package/skills/glaserian-grounded-theory/SKILL.md +212 -0
  85. package/skills/interview-design/SKILL.md +67 -0
  86. package/skills/literature-synthesis/SKILL.md +71 -0
  87. package/skills/member-checking/SKILL.md +66 -0
  88. package/skills/memo-writing/SKILL.md +158 -0
  89. package/skills/mixed-methods-design/SKILL.md +69 -0
  90. package/skills/narrative-inquiry/SKILL.md +101 -0
  91. package/skills/observation-methods/SKILL.md +67 -0
  92. package/skills/open-coding/SKILL.md +176 -0
  93. package/skills/paradigmatic-positioning/SKILL.md +72 -0
  94. package/skills/peer-debriefing/SKILL.md +72 -0
  95. package/skills/phenomenological-methods/SKILL.md +91 -0
  96. package/skills/qualitative-rigor/SKILL.md +78 -0
  97. package/skills/reflexive-practice/SKILL.md +64 -0
  98. package/skills/research-ethics/SKILL.md +64 -0
  99. package/skills/research-proposal-writing/SKILL.md +81 -0
  100. package/skills/research-questions/SKILL.md +66 -0
  101. package/skills/sampling-strategies/SKILL.md +61 -0
  102. package/skills/selective-coding/SKILL.md +183 -0
  103. package/skills/situational-analysis/SKILL.md +93 -0
  104. package/skills/substantive-theory/SKILL.md +169 -0
  105. package/skills/thematic-analysis/SKILL.md +80 -0
  106. package/skills/theoretical-coding/SKILL.md +213 -0
  107. package/skills/theoretical-sampling/SKILL.md +152 -0
  108. package/skills/theoretical-saturation/SKILL.md +179 -0
  109. package/skills/theoretical-sensitivity/SKILL.md +175 -0
  110. package/skills/theory-integration/SKILL.md +85 -0
  111. package/skills/thick-description/SKILL.md +69 -0
  112. package/skills/triangulation/SKILL.md +65 -0
  113. package/skills/visual-modeling/SKILL.md +66 -0
  114. package/skills/vulnerable-populations/SKILL.md +69 -0
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+ ---
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+ name: document-analysis
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+ description: Use when analyzing documents, artifacts, policies, or media as qualitative data sources.
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+ ---
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+
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+ # Document and Artifact Analysis
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+
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+ Documents include policies, emails, meeting minutes, curricula, clinical records (where permitted), social media threads, photographs, videos, and organizational charts. In qualitative research, documents are not “background”; they are potential **primary data** when your questions concern texts, practices encoded in artifacts, or institutional meaning-making.
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+
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+ ## Types of documents
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+
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+ - **Public records:** laws, reports, websites—often accessible but require contextual interpretation.
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+ - **Personal documents:** diaries, letters, portfolios—high intimacy; consent and harm considerations intensify.
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+ - **Organizational documents:** SOPs, training decks, KPI dashboards—reveal formal and informal priorities when read critically.
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+ - **Media and digital traces:** news, forums, apps—raise provenance, bot, and archival volatility issues.
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+
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+ Classify each document by **authorship, audience, purpose, and genre** before heavy interpretation.
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+
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+ ## Authentication and contextualization
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+
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+ Ask: Who produced this, when, under what constraints, and for whom? Triangulate with interviews or observations when documents conflict with practice (“official story” vs “work-as-done”). Note redactions, version control gaps, and translation effects if documents cross languages.
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+
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+ ## Content analysis basics (qualitative orientation)
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+
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+ Qualitative content analysis codes meaning units into categories while preserving context. Steps typically include: define corpus boundaries; sample or include all relevant texts; define recording units (paragraph, post, case note segment); develop codes inductively, deductively, or hybrid; maintain a codebook with examples; iterate definitions as patterns clarify.
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+
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+ ## Discourse analysis basics
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+
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+ Discourse-oriented reading examines how language constructs subjects, objects, and power relations. Useful prompts: What is presupposed? Who is included/excluded? What metaphors recur? What silences matter? Align discourse analysis commitments (e.g., critical, Foucauldian, discursive psychology) with your paradigm statement.
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+
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+ ## Coding documents in a grounded theory framework
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+
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+ Treat a document segment as an **incident**: compare segment to segment and segment to emerging concepts. Avoid letting document headings dictate your categories if the data pushes elsewhere. Keep a memo trail for interpretive leaps (e.g., why a policy clause signals “risk shifting” as a category).
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+
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+ ## “All is data” and critical reading
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+
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+ GT’s “all is data” does not mean naive acceptance. Documents can misrepresent, lag reality, or perform legitimacy. Critical reading asks what the text *does* socially while still mining it for **participant/informant meanings** embedded in wording and format.
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+
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+ ## Practical workflow
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+
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+ 1. Inventory documents with metadata (source, date, access path).
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+ 2. Select chunks relevant to the evolving theory; avoid infinite corpus sprawl.
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+ 3. Apply consistent naming for files and excerpts used in publications.
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+ 4. Link excerpts to audit trail entries (why this passage matters analytically).
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+
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+ ## Checklist
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+
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+ - [ ] Corpus boundaries and inclusion criteria documented.
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+ - [ ] Provenance, authorship, and audience analyzed.
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+ - [ ] Coding approach matches methodology (GT openness vs structured content analysis).
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+ - [ ] Potential bias/misrepresentation flagged and triangulated where possible.
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+ - [ ] Confidentiality and copyright constraints respected.
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+
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+ ## References (starting points)
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+
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+ - Bowen, G. A. (2009). Document analysis as a qualitative research method. *Qualitative Research Journal*.
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+ - Prior, L. *Using documents in social research*.
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+ - Glaser, B. G. *Doing Grounded Theory* — documents as comparable incidents.
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+
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+ ## Quick reference
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+
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+ **Before coding a page:** note genre, intended audience, and production constraints (who could edit this, and why it exists).
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+
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+ **While coding:** treat each excerpt as an incident; compare to interviews/observations when interpretations hinge on “official vs practiced” gaps.
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+
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+ **In write-ups:** distinguish textual claims from your interpretation; flag uncertain authorship or missing pages rather than smoothing gaps silently.
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+ ---
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+ name: ethnographic-methods
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+ description: "Use when conducting ethnographic research involving prolonged engagement, participant observation, and cultural description."
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+ ---
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+
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+ # Ethnographic Research Methods
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+
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+ Ethnography is a **qualitative research tradition** rooted in anthropology, now widely used in education, organizational studies, health, and digital contexts. It combines **prolonged engagement**, **participant observation**, and **thick description** to document how people enact culture in everyday settings.
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+
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+ ## Types of ethnography
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+
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+ ### Classic ethnography
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+
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+ Long-term immersion in a community (historically “the field”), often with holistic attention to institutions, rituals, kinship, and meaning systems.
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+
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+ ### Focused ethnography
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+
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+ Shorter, problem-centered fieldwork in bounded settings (e.g., a clinic team, a classroom unit). Depth is traded for feasibility while retaining ethnographic logic.
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+
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+ ### Digital ethnography (netnography, virtual ethnography)
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+
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+ Fieldwork extends to **online communities**, platforms, and hybrid spaces. Data may include posts, threads, multimodal content, and platform affordances. Ethics require platform-specific norms, consent, and privacy safeguards.
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+
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+ ### Autoethnography
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+
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+ The researcher systematically analyzes **personal experience** as cultural phenomenon, connecting self to wider social structures. Demands rigorous reflexivity and ethical care to avoid solipsism.
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+
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+ ## Fieldwork procedures
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+
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+ 1. **Access and rapport** — Gatekeepers, introductions, reciprocity, and transparent purpose.
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+ 2. **Iterative presence** — Repeated visits build trust and correct early misreadings.
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+ 3. **Triangulation** — Combine observation, informal talk, interviews, and documents.
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+ 4. **Exit and member reflections** — Plan how to leave the field and optionally share interpretations with participants.
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+
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+ ## Participant observation roles (Gold’s continuum, adapted)
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+
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+ Roles range from **complete observer** to **complete participant**. Choices depend on ethics, safety, and whether insider status distorts or deepens insight. Document role shifts and their effects on data.
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+
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+ ## Field note writing
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+
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+ - **Jottings** — Quick in-field notes (when appropriate).
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+ - **Expanded notes** — Same-day expansion with sensory detail, dialogue, spatial layout, and researcher reactions.
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+ - **Analytic memos** — Theoretical hunches, codes, and questions for next visits.
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+ - Separate **descriptive** observation from **interpretive** commentary to support auditability.
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+
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+ ## Key informants
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+
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+ Trusted insiders who explain norms, history, and conflict. Guard against over-reliance on one voice; treat key informants as **partial** rather than representative.
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+
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+ ## Cultural analysis
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+
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+ Move from **description** (what people do) to **interpretation** (what actions mean locally) to **analysis** (how meanings connect to power, history, and structure). Compare insider accounts with observed practice.
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+
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+ ## Thick description (Geertz)
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+
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+ Thick description embeds action in **layers of meaning**—not just behavior but the webs of significance that make it intelligible locally. It resists reduction to thin behavioral labels and supports transferable insight without false generalization.
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+
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+ ## Emic vs etic perspectives
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+
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+ - **Emic** — Insider categories and meanings (how participants frame their world).
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+ - **Etic** — Analyst concepts that compare across cases or theories.
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+ - Strong ethnography often **bridges** emic and etic, explicitly labeling when the researcher imports external theory.
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+
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+ ## Digital ethnography considerations
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+
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+ - **Public vs private** spaces and **reasonable expectations** of visibility.
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+ - **Archiving** — Screenshots and URLs may identify people; consider redaction and data retention.
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+ - **Algorithmic curation** — Feeds shape what is visible; document platform dynamics as part of the “setting.”
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+ - **Consent** — Follow institutional IRB guidance and evolving norms for online research.
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+
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+ ## Quality and rigor
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+
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+ - **Prolonged engagement** reduces reactivity and superficial readings.
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+ - **Reflexivity** — How the researcher’s positionality shapes access and interpretation.
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+ - **Auditability** — Field notes, decision logs, and traceable analytic moves.
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+ - **Transferability** — Rich context so readers judge applicability to other settings.
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+
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+ ## When to use ethnography vs other methods
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+
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+ Choose ethnography when **culture-in-action**, **setting**, and **social process over time** are central. Choose **interview-only** designs when immersion is impossible. Choose **GT** when theory-building via constant comparison is the primary aim within ethnographic or interview data.
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+
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+ Use this skill for fieldwork planning, observation protocols, thick description, or digital ethnography ethics.
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+ ---
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+ name: focus-group-methods
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+ description: Use when designing and facilitating focus groups for qualitative data collection.
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+ ---
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+
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+ # Focus Group Methods
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+
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+ Focus groups generate data through **interaction**: participants respond to prompts, build on each other’s ideas, and sometimes reveal normative assumptions, vocabularies, and disagreements that individual interviews suppress or never surface.
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+
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+ ## When to use focus groups vs interviews
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+
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+ Use **focus groups** when group sense-making, consensus/dissensus, or cultural scripts are central—e.g., testing how a community talks about a stigma-laden topic, exploring how teams coordinate, or mapping shared meanings of a policy. Use **individual interviews** when sensitive disclosures, power asymmetries within a peer group, or detailed personal narratives are primary. Avoid focus groups when participants may fear retaliation from others in the room.
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+
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+ ## Group composition
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+
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+ Aim for **homogeneity on the dimension that drives comfort** (e.g., job role, experience level) and **careful heterogeneity** only when cross-perspective friction is analytically desired. Typical size is **4–8** participants; smaller groups suit complex tasks or vulnerable topics. Over-recruit slightly to handle no-shows.
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+
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+ ## Moderator guide development
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+
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+ Structure sessions with: (1) welcome, consent, ground rules (respect, confidentiality limits, one speaker at a time); (2) warm-up; (3) 3–5 focused question blocks with planned follow-ups; (4) closing reflection. Questions should invite **concrete examples** (“Tell us about a time…”) before abstract generalizations (“What do people think about…?”).
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+
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+ ## Group dynamics as data
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+
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+ Track **who speaks, who is silent, who aligns, who challenges**. Silence can mean agreement, fear, or disengagement—follow up ethically. Manage dominant speakers kindly (“Let’s hear from someone who hasn’t spoken yet”). Note laughter, interruptions, and collective corrections; these are analytic material about norms, not mere noise.
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+
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+ ## Analysis of focus group data
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+
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+ Transcribe **by speaker turn** with minimal identifiers in transcripts used for analysis. Code both **content** (themes) and **interaction** (alignment episodes, storytelling chains). Compare focus group findings with interviews or observations when possible to avoid over-weighting performative public accounts.
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+
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+ ## Recording logistics
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+
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+ Use multiple microphones when affordable; backup recording when ethical and practical. Obtain explicit consent for recording and clarify that confidentiality cannot be guaranteed among participants—set ground rules accordingly.
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+
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+ ## How many groups?
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+
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+ There is no magic N. Plan **iterative rounds** until you observe **pattern repetition** and diminishing novelty for your analytic goals (analogous to saturation thinking). Reporting should justify group count by data quality and stability of themes, not by a fixed rule.
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+
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+ ## Grounded theory with focus groups
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+
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+ Treat each exchange as **comparable incidents**. The moderator should avoid imposing preconceived categories; probe emergent distinctions participants introduce. Memo immediately after each session on hypotheses about categories, conditions, and consequences suggested by interaction patterns.
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+
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+ ## Facilitation ethics
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+
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+ Do not coerce disclosure; debrief emotionally heavy sessions; offer referrals when appropriate. For industry or workplace groups, clarify whether managers can attend and how that affects candor.
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+
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+ ## Checklist
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+
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+ - [ ] Focus group fit justified vs individual interviews.
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+ - [ ] Composition supports safety and analytic aims.
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+ - [ ] Moderator guide balances structure with emergent follow-up.
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+ - [ ] Interaction dynamics captured in notes and transcription conventions.
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+ - [ ] Confidentiality limits explained; recording consents secured.
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+
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+ ## References (starting points)
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+
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+ - Krueger, R. A., & Casey, M. A. *Focus groups: A practical guide for applied research* (5th ed.).
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+ - Barbour, R. *Doing focus groups* (2nd ed.).
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+ - Morgan, D. L. *Focus groups as qualitative research* (2nd ed.).
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+
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+ ## Quick reference
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+
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+ **Opening script essentials:** purpose, voluntary participation, confidentiality limits among peers, recording consent, respectful turn-taking.
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+
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+ **Moderation moves:** “What do others think?” after a strong opinion; invite concrete stories before general norms; manage dominators without shaming.
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+ **Analysis reminder:** code both *what* was said and *how* the group negotiated agreement, humor, silence, or conflict.
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+ ---
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+ name: formal-theory
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+ description: "Use when extending a substantive grounded theory to a formal theory applicable across multiple substantive areas."
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+ ---
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+
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+ # Formal Grounded Theory
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+
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+ **Formal grounded theory** lifts conceptual structure beyond a single substantive area to generate a theory with **cross-substantive** reach—often centered on a **generic social process** (e.g., types of *status passage*, *awareness contexts*, *reciprocity cycles*) that appears in **multiple** domains when compared at an abstract level.
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+ Use this skill only after you have a **mature substantive theory** (or multiple substantive theories) that can be **compared** for higher-order patterns.
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+
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+ ---
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+
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+ ## What formal theory is
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+
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+ **Formal theory** is a conceptual model abstracted across **two or more** substantive areas, preserving **processual logic** and **conditional structure** while stripping domain-specific detail.
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+
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+ **Aim**: explain a **generic pattern** that **recurs** across arenas—useful for sociology’s middle-range ambitions and for **transferable** explanations **without** pretending identical contexts.
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+
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+ ---
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+
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+ ## Relationship to substantive theory
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+
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+ Substantive theory is the **empirical engine**; formal theory is a **second-order comparative** product.
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+
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+ Typical sequence:
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+
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+ 1. Develop **substantive** GT in area A.
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+ 2. Develop (or locate) **substantive** GT in area B (often a new study).
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+ 3. **Compare** categories at a higher level of abstraction.
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+ 4. Retain only relationships that **hold** across areas—document where they **break**.
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+ Trying to “start formal” without substantive density usually produces **vague metaphors**.
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+
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+ ---
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+
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+ ## How to develop formal theory (Glaser’s procedure, operationalized)
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+
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+ ### Step 1 — Stabilize substantive theories
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+ Each substantive theory should have:
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+
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+ - a defensible **core category**
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+ - **conditional** hypotheses
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+ - documented **variation** and **boundaries**
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+
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+ ### Step 2 — Extract generic concepts
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+
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+ Rename domain-specific categories into **abstract** labels **only when**:
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+
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+ - comparison shows **the same pattern** under analogous conditions
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+ - differences are **parameterizations** (dimensions), not different mechanisms
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+
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+ **Example move (illustrative)**:
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+ - Substantive: *nurses pacing disclosure of uncertainty* vs *engineers staging prototype legitimacy*
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+ - Formal candidate: *incremental legitimation of risky knowledge under accountability pressure* (hypothetical abstraction—must be earned)
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+
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+ ### Step 3 — Compare hypotheses, not only labels
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+
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+ Ask:
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+
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+ - Do the **same contingencies** appear?
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+ - Do strategies **map** onto each other functionally?
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+ - Do consequences share a **family resemblance**?
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+ If only labels align but mechanisms differ, you may have **surface formalism**.
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+
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+ ### Step 4 — Build a formal outline
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+ Write **formal hypotheses** using **generic actors** and **generic settings**, then specify **scope conditions**.
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+ ### Step 5 — Test with new substantive slices
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+ Return to **new** empirical slices (abbreviated studies, targeted comparisons, secondary analyses) to **stress-test** the formal model.
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+
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+ ---
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+
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+ ## Examples of formal theories (classic illustrations)
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+ Classic GT scholarship offers **families** of formal theories—use them as **models of abstraction**, not as templates to force.
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+
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+ ### Status passage (family of formal theories)
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+ Explains how people move **between** social statuses with **phases**, **rites**, **sponsorship**, and **identity shifts**—studied across occupations, illness trajectories, and life-course transitions.
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+ ### Awareness contexts (Glaser & Strauss lineage)
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+ Formalizes how **who knows what**, **when**, and with what **interactional rules** shapes behavior—originally in dying contexts, extended metaphorically to secrecy, launches, investigations, and organizational change.
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+ ### Reciprocity / exchange patterns
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+ Formal models of **obligation**, **gift/counter-gift**, **credit/debit** social psychologies appear across many substantive arenas when comparison targets **interactional accounting**.
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+ **Reminder**: citing these as **examples** is not evidence your data instantiate them—you must **earn** formal claims through comparison.
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+
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+ ---
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+
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+ ## Challenges in formal theory work
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+ ### Abstraction drift
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+ The formal story becomes **so thin** it explains everything and nothing.
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+ **Mitigation**: keep **scope conditions** explicit; keep **negative cases** central.
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+ ### Forced isomorphism
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+ Different substantive areas are **not** identical; formal theory should preserve **meaningful parametric differences**.
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+ ### Weak substantive inputs
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+ If one substantive theory is underdeveloped, formal comparison becomes **projection**.
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+ ### Authorship and ethics across sites
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+
117
+ Multi-site formal work can flatten power dynamics. Document **whose knowledge** enabled abstraction.
118
+
119
+ ---
120
+
121
+ ## Criteria for evaluating formal theory
122
+
123
+ - **Abstract portability**: applies across **multiple** sites without hand-waving.
124
+ - **Substantive grounding trace**: you can point to **which** studies generated each hypothesis.
125
+ - **Boundary clarity**: states where the formal model **fails**.
126
+ - **Non-redundancy**: formal claims add insight beyond repeating substantive findings.
127
+ - **Modifiability**: new substantive comparisons refine rather than break the model.
128
+
129
+ ---
130
+
131
+ ## Output format (formal theory draft)
132
+
133
+ ```text
134
+ Formal core process (name + definition):
135
+ Cross-substantive scope claim (bounded):
136
+ Formal hypotheses (H1…Hn):
137
+ Parametric dimensions (how arenas differ without breaking the model):
138
+ Supporting substantive theories (Area A/B/C summaries):
139
+ Known failures / limits:
140
+ Next comparative slices to collect:
141
+ ```
142
+
143
+ ---
144
+
145
+ ## Key references
146
+
147
+ - Glaser, B. G., & Strauss, A. L. (1967). *The discovery of grounded theory*. Aldine.
148
+ - Glaser, B. G., & Strauss, A. L. (1971). *Status passage: A formal theory*. Aldine-Atherton.
149
+ - Glaser, B. G., & Strauss, A. L. (1964). *Awareness of dying*. Aldine. (foundation for awareness context theorizing)
150
+ - Glaser, B. G. (1978). *Theoretical sensitivity*. Sociology Press.
151
+ - Glaser, B. G. (1998). *Doing grounded theory*. Sociology Press.
152
+
153
+ ---
154
+
155
+ ## Companion skills
156
+
157
+ - `substantive-theory`, `theoretical-coding`, `constant-comparison`
158
+ - `selective-coding`, `memo-writing`
159
+ - `glaserian-grounded-theory`
@@ -0,0 +1,212 @@
1
+ ---
2
+ name: glaserian-grounded-theory
3
+ description: "Use when conducting classic grounded theory research following Glaser's methodology. Covers the complete GT process from entering the field through theory write-up, including open/selective/theoretical coding, constant comparison, memoing, theoretical sampling, and saturation."
4
+ ---
5
+
6
+ # Glaserian (Classic) Grounded Theory
7
+
8
+ Classic grounded theory (CGT), as developed and refined by Barney Glaser, is an inductive methodology for generating **conceptual theory** that explains patterns of social or social-psychological behavior in a substantive area. The product is an **integrated set of conceptually related hypotheses** grounded in systematically analyzed data—not a description, not a list of themes, and not a verification of a prior model.
9
+
10
+ Use this skill when you need end-to-end guidance for CGT: study design boundaries, analytic procedures, quality criteria, and write-up expectations.
11
+
12
+ ---
13
+
14
+ ## Historical context and lineage
15
+
16
+ - **Glaser & Strauss (1967)** introduced grounded theory as a reaction to dominant hypothetico-deductive social science. They emphasized discovery through comparative analysis of qualitative data and the generation of theory “grounded” in data.
17
+ - **Divergence**: Over time, Glaser and Strauss (and Strauss with Corbin) moved in different directions. Glaser insisted on **emergence**, **minimal preconception**, and **researcher autonomy in conceptualization**. Other approaches (often labeled “Straussian” or “constructivist”) may permit more a priori framing, axial coding templates, or paradigm models. **This skill follows Glaser’s classic line.**
18
+
19
+ When in doubt, privilege: emergence, comparison, memoing, and theoretical sampling directed by the emerging theory.
20
+
21
+ ---
22
+
23
+ ## The complete GT process (ten integrated stages)
24
+
25
+ These stages are **iterative**, not strictly linear. You cycle among them throughout a study.
26
+
27
+ 1. **Preparation and entry**
28
+ Clarify a broad **substantive area of interest** (not a forced research question). Secure ethics permissions. Set up data management and audit trails.
29
+
30
+ 2. **Data collection (initial)**
31
+ Begin with **purposive** (not theoretically sampled) first interviews/observations to get rich incidents. Treat everything as potential data.
32
+
33
+ 3. **Open coding**
34
+ Break data into **incidents** and label them with **substantive codes**. Compare incident to incident. Write **memos** capturing ideas.
35
+
36
+ 4. **Constant comparison**
37
+ Continuously compare **incidents to incidents**, **incidents to concepts**, and **concepts to concepts**. Refine code definitions, properties, and dimensions.
38
+
39
+ 5. **Memoing**
40
+ **Never** treat memoing as optional. Memos are the record of **conceptual leaps**—hypotheses about relationships, conditions, consequences, and processes.
41
+
42
+ 6. **Selective coding**
43
+ Once a **core category** emerges and earns centrality, **delimit** the study: code only for what relates to the core and its story.
44
+
45
+ 7. **Theoretical coding**
46
+ Relate categories using **theoretical codes** (coding families) to build an **integrated theoretical outline**.
47
+
48
+ 8. **Theoretical sampling**
49
+ Collect new data **to develop emerging categories**—not for representativeness alone. Sample for **variation, depth, and theoretical completeness**.
50
+
51
+ 9. **Theoretical saturation**
52
+ Stop sampling for a category when **new data no longer yield new properties or relationships** relevant to the emerging theory.
53
+
54
+ 10. **Theory write-up**
55
+ Present a **substantive theory**: core category, related categories, and **theoretical statements** (hypotheses) about relationships, often centered on a **basic social process** or core pattern.
56
+
57
+ ---
58
+
59
+ ## Key principles (non-negotiable in classic GT)
60
+
61
+ ### Emergence
62
+
63
+ Categories and hypotheses must **earn their way** from comparative analysis. If a code “doesn’t work,” discard or modify it. **Forcing** pre-existing frameworks onto data violates the logic of the method.
64
+
65
+ ### All is data
66
+
67
+ Interviews, observations, documents, artifacts, field notes, **researcher reflections**, and later **literature** (introduced at the right time) can be treated as data. Nothing is a priori “off-limits,” though ethics and scope still bound what you *should* collect.
68
+
69
+ ### Constant comparison
70
+
71
+ Comparison is the **engine** of analysis. If you are not comparing, you are likely drifting into description or affirmation of prior beliefs.
72
+
73
+ ### No preconception (disciplined openness)
74
+
75
+ Enter the substantive area without a **pre-rehearsed conceptual framework**. **Theoretical sensitivity** is cultivated through analytic work and broad reading **outside** the substantive area—not by importing a ready-made model of the phenomenon.
76
+
77
+ ### Fit, work, relevance, modifiability
78
+
79
+ Glaser’s theory criteria (see `substantive-theory` skill):
80
+ - **Fit**: categories fit the data used to generate them.
81
+ - **Work**: theory explains variation and the main pattern.
82
+ - **Relevance**: addresses what participants actually resolve (their “main concern”).
83
+ - **Modifiability**: open to refinement with new data—not brittle dogma.
84
+
85
+ ---
86
+
87
+ ## Coding procedures in depth
88
+
89
+ ### Open coding
90
+
91
+ - **Fracture** narratives into discrete **incidents** (meaningful chunks).
92
+ - Ask: “What is this data a study of?” “What category does this incident indicate?”
93
+ - Use **gerunds** when helpful to keep **process** visible (e.g., *managing*, *balancing*, *negotiating*).
94
+ - Generate **in vivo** codes (participants’ language) when they crystallize meaning.
95
+ - Write **memos** immediately when ideas spark.
96
+
97
+ ### Selective coding
98
+
99
+ - Identify the **core category**: recurrent, central, relates to most other categories, explains variation.
100
+ - **Delimit**: stop coding everything; focus on the **story** that integrates the core with related categories.
101
+ - Aim for **theoretical completeness** around the core, not encyclopedic coverage.
102
+
103
+ ### Theoretical coding
104
+
105
+ - Use **theoretical codes** (e.g., causal, conditional, strategy) as **integrative** devices—**not** as a front-loaded template.
106
+ - Apply **coding families** thoughtfully (see `theoretical-coding` skill).
107
+ - Build a **theoretical outline** that states relationships among categories.
108
+
109
+ ---
110
+
111
+ ## Memoing as the core intellectual activity
112
+
113
+ Memos are **analytic narratives**: they explain what you think is going on conceptually, propose relationships, note puzzles, and log methodological decisions.
114
+
115
+ Rules of thumb:
116
+
117
+ - **Stop coding when a big idea hits**—memo first, then return.
118
+ - **Sort memos** regularly into an emerging **outline** of the theory.
119
+ - **Date memos** and link them to **data locations** (interview line, page, timestamp).
120
+ - Allow memos to **contradict** earlier memos; treat contradictions as opportunities for comparison.
121
+
122
+ ---
123
+
124
+ ## Theoretical sampling (brief)
125
+
126
+ Sampling is driven by **analysis**, not only by access or convenience. You ask: “What data do I next need to **develop** this category’s properties, dimensions, and relationships?”
127
+
128
+ See `theoretical-sampling` skill for directives, probes, and pitfalls.
129
+
130
+ ---
131
+
132
+ ## Theoretical saturation (brief)
133
+
134
+ Saturation is **about categories**, not raw repetition of stories. A category is saturated when continued sampling **does not** refine its **properties**, **dimensions**, or **relationships** in ways that matter to the emerging theory.
135
+
136
+ See `theoretical-saturation` skill for checklists and common confusions.
137
+
138
+ ---
139
+
140
+ ## Writing the theory
141
+
142
+ A classic GT write-up foregrounds:
143
+
144
+ - The **main concern** and how participants continually **resolve** it.
145
+ - The **core category** and its **multivariate** relations (conditions, strategies, consequences).
146
+ - A **processual** account if a **basic social process** (BSP) is core.
147
+ - **Conceptual** language with **illustrative** (not exhaustive) data excerpts.
148
+ - **Theoretical statements** that read as hypotheses grounded in comparative evidence.
149
+
150
+ Avoid “theme lists” without integration. Avoid over-quotes with thin conceptual lift.
151
+
152
+ ---
153
+
154
+ ## Common mistakes and how to avoid them
155
+
156
+ | Mistake | Why it fails CGT | Corrective practice |
157
+ |--------|-------------------|----------------------|
158
+ | Front-loading a literature model | Blocks emergence; encourages forcing | Delay substantive-area literature; read widely elsewhere |
159
+ | Thematic summary only | Describes; doesn’t theorize | Integrate via core category + theoretical codes |
160
+ | Confusing saturation with *n* | Sample size is irrelevant as a rule | Track category properties/dimensions |
161
+ | Ignoring negative cases | Misses boundaries and conditions | Purposively compare deviant instances |
162
+ | Coding without memoing | Loses the trail of ideas | Memo in the same session |
163
+ | “Core category” by fiat | No earned centrality | Apply core criteria; test against data |
164
+ | Over-quotes | Obscures concepts | Quote to **show** fit, not to **fill** space |
165
+
166
+ ---
167
+
168
+ ## Comparison with other GT traditions (practical distinctions)
169
+
170
+ - **Classic Glaserian**: emergence-first; theoretical codes used **after** substantive theory forms; strong stance against forced paradigms.
171
+ - **Strauss & Corbin style**: often teaches structured coding steps (e.g., axial) and conditional matrix tools earlier and more prescriptively—useful for some teams, but **not identical** to Glaser’s classic GT.
172
+ - **Constructivist GT** (Charmaz): shares inductive spirit; emphasizes interpretive construction and researcher-participant meaning-making—aligns ethically/politically with many projects; **epistemological language differs** from Glaser’s objectivist-realist emphasis.
173
+
174
+ If your project **must** integrate another tradition, document that choice in your audit trail and clarify what you borrowed and why.
175
+
176
+ ---
177
+
178
+ ## Key references
179
+
180
+ - Glaser, B. G., & Strauss, A. L. (1967). *The discovery of grounded theory: Strategies for qualitative research*. Aldine.
181
+ - Glaser, B. G. (1978). *Theoretical sensitivity: Advances in the methodology of grounded theory*. Sociology Press.
182
+ - Glaser, B. G. (1992). *Basics of grounded theory analysis: Emergence vs forcing*. Sociology Press.
183
+ - Glaser, B. G. (1998). *Doing grounded theory: Issues and discussions*. Sociology Press.
184
+ - Glaser, B. G. (2005). *The grounded theory perspective III: Theoretical coding*. Sociology Press.
185
+
186
+ ---
187
+
188
+ ## Companion skills in this library
189
+
190
+ - `open-coding`, `selective-coding`, `theoretical-coding`
191
+ - `constant-comparison`, `memo-writing`
192
+ - `theoretical-sampling`, `theoretical-saturation`, `theoretical-sensitivity`
193
+ - `substantive-theory`, `formal-theory`
194
+
195
+ ---
196
+
197
+ ## Quick-start checklist (classic GT)
198
+
199
+ - [ ] Broad area of interest defined; ethics in place
200
+ - [ ] First data collected and fractured into incidents
201
+ - [ ] Open coding + incident comparison running in parallel with **memoing**
202
+ - [ ] Codesheet/evolving codebook + **audit trail** of renames/splits/merges
203
+ - [ ] Core category candidate tested against **fit** and **explanatory reach**
204
+ - [ ] Selective coding + theoretical coding toward an **integrated outline**
205
+ - [ ] Theoretical sampling to saturate **key** categories
206
+ - [ ] Draft theory written in **conceptual** voice with clear hypothetical statements
207
+
208
+ ---
209
+
210
+ ## Notes on AI-assisted analysis
211
+
212
+ AI tools can assist **fracturing**, **draft coding**, **memo prompts**, and **outline experiments**—but the researcher must **own** comparisons, **verify** fit against source data, and **maintain** an audit trail. Treat AI outputs as **provisional hooks for comparison**, not as findings.
@@ -0,0 +1,67 @@
1
+ ---
2
+ name: interview-design
3
+ description: Use when designing semi-structured interview protocols, crafting questions, and planning interview procedures for qualitative research.
4
+ ---
5
+
6
+ # Interview Design for Qualitative Research
7
+
8
+ Semi-structured interviewing balances structure with flexibility: you prepare a guide, but you follow the participant’s meaning rather than a rigid script. Design choices should match your methodology, data needs, and ethical constraints.
9
+
10
+ ## Types of interviews
11
+
12
+ - **Structured interviews** use fixed wording and order. They maximize comparability but can constrain emergent meaning; uncommon in classic grounded theory (GT) except for specific comparison needs.
13
+ - **Semi-structured interviews** use a guide with core topics and optional probes. They are the default for most qualitative work because they support depth and adaptation.
14
+ - **Unstructured interviews** resemble guided conversations with minimal predetermined questions. Useful for early exploration when you want maximum openness—often paired with strong memoing and later more focused sessions.
15
+
16
+ ## Developing an interview guide
17
+
18
+ 1. **Anchor in purpose.** List what you need to learn (processes, meanings, contexts), not what you assume is true.
19
+ 2. **Order for rapport.** Begin with non-threatening, descriptive items; place sensitive topics after trust is established unless safety protocols require otherwise.
20
+ 3. **Use open stems.** Prefer “Tell me about…,” “Walk me through…,” “What happened when…?” over yes/no or leading frames.
21
+ 4. **Build flexibility.** For each topic, note 2–4 optional probes you can use if the participant’s answer is thin or tangential.
22
+ 5. **Pilot and revise.** Run the guide with a volunteer or colleague; time the flow, remove redundant items, and fix confusing wording.
23
+
24
+ ## Question types (techniques)
25
+
26
+ - **Grand tour:** Broad invitation to narrate a domain (e.g., “Describe a typical day when X happens.”).
27
+ - **Mini tour:** Zoom into a specific episode (e.g., “Pick one instance and walk me through it moment by moment.”).
28
+ - **Probing:** Clarify, elaborate, or specify without steering (e.g., “What do you mean by…?”, “What happened next?”, “Who was involved?”).
29
+ - **Follow-up:** Return to earlier content when new threads appear (e.g., “Earlier you said Y—how does that connect to what you just described?”).
30
+
31
+ ## Pilot testing
32
+
33
+ Pilot at least one complete interview when feasible. Record what questions misfire, which order feels awkward, and how long sections actually take. Update the guide before “real” data collection begins.
34
+
35
+ ## Rapport and interactional quality
36
+
37
+ Explain the study plainly; normalize pauses; avoid interrupting mid-thought; mirror the participant’s vocabulary before introducing your own; acknowledge emotion without rushing to “fix” it. For video/phone formats, test technology beforehand and have a backup plan.
38
+
39
+ ## Recording and transcription
40
+
41
+ Obtain consent for recording. Use high-quality audio; label files immediately. Plan transcription approach (verbatim vs intelligent verbatim), turnaround time, and how you will store files securely. Note nonverbal cues in a separate column or memo if they matter analytically.
42
+
43
+ ## Grounded theory considerations
44
+
45
+ GT favors **open questions** and **following the data** in situ. Treat the guide as a temporary scaffold: if a participant introduces a theoretically important incident, pursue it even if it skips ahead in your outline. Avoid importing a literature-derived codebook into question wording early on. Memo during or immediately after each interview to capture emergent ideas before they fade.
46
+
47
+ ## Quick checklist
48
+
49
+ - [ ] Guide matches methodology (especially GT openness vs structured comparison needs).
50
+ - [ ] Questions are open, non-leading, and ordered for rapport.
51
+ - [ ] Probes prepared; sensitive topics ethically sequenced.
52
+ - [ ] Pilot completed; guide revised.
53
+ - [ ] Recording, storage, and transcription workflow documented in the data management plan.
54
+
55
+ ## References (starting points)
56
+
57
+ - Rubin, H. J., & Rubin, I. S. *Qualitative interviewing: The art of hearing data* (3rd ed.).
58
+ - Kvale, S., & Brinkmann, S. *InterViews: Learning the craft of qualitative research interviewing* (3rd ed.).
59
+ - Glaser, B. G. *Doing Grounded Theory: Issues and Discussions* — on theoretical sensitivity and emergent interviewing.
60
+
61
+ ## Quick reference (one page)
62
+
63
+ **Semi-structured spine:** opening rapport → grand tour → focused blocks → sensitive topics (if any) → closing reflection.
64
+
65
+ **If stuck:** ask for a single concrete episode, then mini-tour through that episode before abstract summaries.
66
+
67
+ **After each session:** timestamped memo on surprises, provisional codes, and who to sample next for comparison.