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Covert Observation

For many engaging in qualitative research methods, observation plays a pivotal role. The ability to watch and observe participants in their natural environment provides insight that controlled settings cannot afford. However, knowing one is being observed instinctually changes how he or she will communicate and behave. To gain the purest sense of what is happening, researchers often opt to engage in covert observations. Covert observations, also considered going undercover, provide insights and understanding by watching the actions, behaviors, or communication patterns of a group without the knowledge of those being observed that research is being done. Thus, this method provides a more natural understanding of a phenomenon. The use of such a method, however, is also often met with considerable challenges from both instructional review boards (IRB) and journal editors. Therefore, prior to considering this method of data collection, three key aspects must be taken under advisement: type of space, ethical and planning challenges, and amount of time invested. The following entry provides insight into how each of these three aspects impacts the success of covert observations. Throughout this entry, various applications and lessons from the field are presented. These reflections, based on varying types of covert observation, provide additional considerations before, during, and after embarking on one’s own covert observation endeavor.

Location of Covert Observations

Anytime a researcher is seeking to observe behaviors or communication patterns in a natural setting, covert observations can be used. Previous research utilizing covert observation has included settings such as doctor’s offices, businesses, organizations, restaurants and bars, as well as parks or schools. Given the infinite amount of possibilities, locating the setting is often the easiest aspect of planning the research. However, the type of setting can provide researchers with various levels of observational abilities.

Observations in Public Spaces

Public spaces, such as a mall or student union, provide a natural setting for observation. Mediated (online settings) public spaces are also considered “public” and include any website content that does not require “logging in.” Public settings allow anyone to sit and watch, or take notes, without raising the question of why this stranger is in the area. As a result, observations in public spaces are seen as the least controversial, and often do not require IRB approval. Public spaces provide cover for anyone to observe, thus protecting the work begin done. Additionally, such settings also provide protection of those being observed. Given the open and natural setting public spaces create, only minimal harm could come from individuals discovering that they were being observed by a covert researcher.

Observations in Quasi-Private Spaces

Some settings, while open to the public, still require increased planning before beginning a covert observation. Such settings include waiting rooms, private property, as well as online settings that require “logging in” such as Facebook, Twitter, or a private message board. Although social media settings do not necessarily require a “membership,” having an account is required for the observation. Being a member of a preexisting group and choosing to observe said group would be considered utilizing quasi-private space. Conducting observations in quasi-private settings requires careful consideration and planning to ensure that one is not abusing the trust that is afforded to members. Observations in such spaces also require the researcher to be mindful of not pretending to be something he or she is not. While minimal harm would still be anticipated, careful considerations of who would benefit from observing the group are required.

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