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Participant Observation

Participant observation is the process of entering a group of people with a shared identity to gain an understanding of their community. This is achieved by gaining knowledge and a deeper understating of the actors, interaction, scene, and events that take place at the research site. Through the experience of spending time with a group of people and closely observing their actions, speech patterns, and norms, researchers can gain an understanding of the group. As part of the tradition of qualitative methods, qualitative researchers gather data to build theory via interviews, focus groups, material culture analysis, and participant observation. Participant observation requires two skill sets: first, observing the group and taking notes on what is going on in a group, and second, eloquently describing and summarizing these observations to the reader. The process is sometimes called fieldwork, and it is useful for researchers to compare the differences between what participants report is happening and what is actually occurring. This entry examines the benefits and challenges of participant observation, methods for note taking and writing up data collected during participant observations, and the importance of maintaining a critical distance throughout the process.

The Benefits of Participant Observation

Spending a great deal of time as an observer of a group in a natural setting illuminates the hopes, dreams, argument starters, social organizing, hierarchies, cliques, humor, and fears of a group of people. It offers the opportunity to build relationships and get to know firsthand what being part of that community is like. Although the tradition of participant observation started in the disciplines of sociology and anthropology, with researchers observing what is now often thought of as exotic cultures, participant observation is now commonly used in groups that are more familiar, such as organizations, workplaces, recreation groups, and social movements.

Qualitative researchers have observed that cultural groups perform actions within a web of significance, which is made of layers of meaning that are present in day-to-day lives. To interpret those meanings, researchers have to understand the local interpretations of things and what they communicate. Because of this, researchers must look for rituals, systems, speech patterns, hierarchies, and norms to better understand the culture. The process takes a great deal of time. Although some aspects of culture can be identified quickly, more nuanced aspects of a culture (e.g., taboos and humor) can take time to observe. Being present, aware, and willing to document what is observed allows everyday occurrences and communications to be put in the spotlight for later interrogation about what these communicative moments mean.

Negotiating Access

Groups of people can be wary of inviting an outsider to observe them and note the actions of the group. One of the most difficult aspects of participant observation can be gaining access to the group and negotiating the terms in which a researcher is allowed to come and be part of the group. For the researcher, the first step is to identify the gatekeeper of the group or the person who can grant permission to observe the group. The researcher may want to create an access proposal with a working title for the project that can be presented to the gatekeeper.

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