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approach to augment the current investigations of behavioral IS researchers. We outline the features of such an additional paradigm, interpretivism, and indicate ...
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ALFRED

P.

WORKING PAPER SLOAN SCHOOL OF MANAGEMENT

IS Research Paradigms: Method versus Substance

Wanda

J.

Jack

J.

Orlikowski Baroudi

Sloan Working Paper # 3028-89-MS

MASSACHUSETTS INSTITUTE OF TECHNOLOGY 50 MEMORIAL DRIVE CAMBRIDGE, MASSACHUSETTS 02139

IS Research Paradigms:

Method versus Substance Wanda

J.

Jack

J.

Orlikowski Baroudi

Sloan Working Paper # 3028-89-MS

.

SEP

rr.

1

989 2 1989 [

ill

DECEIVED

IS

Research Paradigms:

Method versus Substance

Wanda

J.

Orlikowski

School of Management (E53-329)

Massachusetts

Institute of

Technology

Cambridge

MA

02139

(617)253-0443

Jack

J.

Baroudi

Stern School of Business

New

York University

100

New

Trinity

York,

Place

NY 10006

(212)998-4206

January 1989

(An earlier draft of

August 1988.)

this

paper was presented

at

the

Academy

of

Management Meeting

in

Anaheim CA,

IS

Research Paradigms:

Method versus Substance

Abstract

We examined 155 behavioral IS research articles published from 1983-1988 and found that while this research is not rooted in a single overarching substantive paradigm does exhibit a single methodological paradigm, that of positivist methodology. We argue in this paper that this metatheoretic perspective, stemming as does from the natural science tradition, is not always appropriate for investigating the relationship between information technology and human activity. In particular we urge the recognition of it

it

social process as inherent

in

any inquiry

into the

development and use

of

information systems within

organizations.

such an emphasis on social process, the determination of meaning in social life becomes We argue that positivist research methods are not well-equipped to deal with situated meaning formation over time, and propose an additional research approach to augment the current investigations of behavioral IS researchers. We outline the features of such an additional paradigm, interpretivism, and indicate a number o' research methodologies that subscribe to its tenets. We then suggest how such methoaologies can use'„ily be used :n the IS community to enrich its research efforts In

the

light of

important, as do the dimensions of time and context.

1.

INTRODUCTION '

One

disciplines

of the

most pronounced features

contemporary social research

concerned with human phenomena

anthropology and

their applied

industrial sociology

[Astley

of

-

is

and

collective)

and by

we mean

this

those

such as psychology, sociology,

science, education, industrial psychology and

of administrative

the great range of research perspectives or paradigms that operate concurrently

& Van de Ven 1983;

marked by a plethora

fields

(individual

-

Burell

& Morgan 1979; Morgan 1980;

of "schools of thought"

each with

its

own

Pfeffer 1982].

These

disciplines are

metatheoretic assumptions, research

methodologies and adherents. Given the complex and indeterminate nature of the social phenomena studied within these fields, the existence of a plurality of perspectives allows the exploration of diverse

questions and hence adds breadth as well as depth

to the

knowledge generated.

(Information Systems) research however, such a diversity of research schools

In this

to

be an

paper

implicit

investigated and

evidence

for

we suggest

that while

agreement among

no

clear, collective theory

collective methodological tradition,

studying

phenomena can be

tradition

which can supplement and ennch

binds the IS discipline, there appears

In

section two of this paper

we

to

IS research

we propose and

endeavors, and

in

be

provide

and why we believe such a monolithic approach

sections three and four

limiting. In

not evident.

about the underlying nature of the phenomena

IS researchers

what constitute appropriate research methods.

such a

is

behavioral IS

In

to

explore a methodological

section five

we

outline

some

research themes that could benefit from such methodological diversity.

2.

SUBSTANTIVE VERSUS METHODOLOGICAL PARADIGMS Much

recent self-reflection of the IS discipline has involved a discussion of paradigms^ and the

status of IS research vIs-a-vis the

norms

1982; Culnan 1986, 1987; Culnan &

1982;

Weber

1984].

In

the

all

of

what constitutes a

Swanson 1986; Hamilton &

can

inform

and

unite

Ives 1982;

above studies the focus has been on

substantive ^ research paradigms or sub-paradigms.

paradigm

scientific discipline

a

discipline,

We

that

argue here that there is,

through

[Benbasat 1985;

Keen 1980; identifying is

Klein

and

another sense

methodology.

& Weike

articulating in

which a

The concept

methodological paradigm draws on Kuhn's [1970] notion that the method of puzzle solution important to a scientific

'The significance

field

paradigms

as

is

the substance of the puzzle

itself [Blair

Blair

of is

a

as

1982].

influenced mucfi work in tfie fiistory and pfiilosophy of science |Bernstein Ryan 1970, 1973] One definition given by Kuhn [1970 10] is that a paradigm includes 'law, ' and instrumentation together [providing] models from which spnng coherent traditions of scientific research of

for scientific activity fias

1978, 1985, Hacking 1981, Kufin 1970, theory, application,

,

^We wish to make a clear distinction here between substantive and methodological paradigms The former refer to content in the sense of knowledge about phenomena, such as theones about systems implementation or human-computer interaction The sense of methodology refers to form, the strategies and techniques employed to pursue knowledge about phenomena, such as those underlying the execution ol case studies or protocol analysis.

2.1.

Evidence

of a

Methodological Paradigm

a recent assessment of research

in

into

and Organizational Psychology, Webster &

Industrial

much

Starbuck [1988] conclude that I/O psychologists, while not having achieved attained "shared beliefs, values,

and techniques

...

[they

paradigm rather than a substantive one" [1988:111]. Evidence

single substantive paradigm. citation

MIS research

analysis of

disparate) research areas

m

for

have what] would seem

Similarly,

we

is still

sciences,

As

pre-paradigmatic,

is

in

be a methodological

the IS

field

Cuinans [1986]

in

there

no

is

bibliographic

1982), which established nine distinct (and

publications (1972 to

the IS community. Further, Culnan [1987], again employing bibliographic

it

has made progress,

MIS

research, suggesting "that while

one accepts the argument

if

we wish

psychology

I/O

to

argue that while there

that MIS, like

all

social

of the activity constituting the field of behavioral IS research, ^

the behavioral IS literature published from January

sources were: Communications of the

See

figure

are

concerned

one

consideration.

for the distribution of

with

A

research

total of

Insert figure

The research

1

,

excluded

Management Science and MIS ,

articles

any conceptual

were included m

or

framework

bears

we examined

four major IS outlets.

These

Quarterly

articles

.

As we from

this analysis.

different dimensions.

The

first

used Cuinan's

These categories include research foundations, macro approaches

MIS, MIS management, and MIS curriculum.

by Cuinan's categories in that,

as

different

to

Cuinan's foundation and

m

is

presented

in

This data confirms Cuinan's

figure two.

her studies, there does not appear to be one dominant substantive

and

distinct

streams

of research.

two here

To explore the extent

limit

we

were categorized along several

to

paradigm but rather several

"'We specifically

ICIS Proceedings

May 1988 m

assertion

a

were discarded as we were only concerned with empirical research. The

[1986, 1987] conclusions

multiple methodological

to

this

this

is

one here

MIS, micro approaches

Insert figure

,

1983

To explore

and

behavioral IS research published across these four sources.

conduct

[1987] five research categories.

distribution of articles

ACM

55 empirical research

articles

categories

no substantive paradigm, there

is

the form of a methodological rather than a substantive paradigm.

curriculum

m

to

a multiple paradigm discipline" [1987:347].

paradigm underlying much



suggest that

such a lack can be found

citation analysis, identified five intellectual subfields within current

MIS

theory consensus, have

our remarks approaches

to

which a methodological paradigm exists

to IS

behavioral research, as

we

believe this

is

in

behavioral IS research,

the sub-discipline that can

most

we

benefit from

Journal

CommunJcatlons

Frequency

of Articles

56

Percent

analysed the sample

and

three different ways.

by time frame

finally

of the study,

Figure three presents the

section 2.2.

designs.

in

The

A discussion first

by research design, the second by epsitemology

first is

consequences

of the

breakdown showing the frequency

The three primary research designs which emerged from

lab experiments (27.1%)

were

clearly the

of the various research

this analysis are

These three designs account

and surveys (49.1%).

studies. Surveys, however,

of our findings is deferred to

dominant research method

m

this

case studies (13.5%),

for

90%

almost

of the

sample.

Insert figure three here

Articles

study

was

were then examined

classified as descriptive, interpretive or postivist. Additional categories

allowed the data

to

phenomena,

some

illustrating

These

generate the classification scheme.

describing the entire sample. the

underlying epistemology which guided the research. Each

for the

In

descriptive studies there

is

three,

were possible as we

however, proved adequate

no theoretical grounding or interpretation of

rather the studies are straightfonward "factual" accounts of events which are viewed as

issue of interest to the researchers.

under such conditions Descriptive

Little

theory building or theory testing

are studied with structured instrumentation.

Such studies serve

natural setting, deliberately not imposing any a priori understanding on of articles

by epsitemology. Postivism

of the studies, followed of the

possible

is

phenomena which

primarily to test theory.

studies explicitly adopt a nondetermimstic perspective, attempting to explore the

breakdown

is

were case studies and used simple frequencies and

articles typically

precentages. Positivist studies are premised on a pr/on fixed relationships within the

its

for

Interpretive

phenomena

of interest in

Figure four

it.

shows

the predominant epsitemology accounting for

by descriptive studies with 23.9%, and

lastly

by interpretive studies

at

the

72.9%

only

3.2%

sample.

Insert figure four here

The data was

finally

analyzed by the time period of the study. Four different categories were

sufficient to classify the data. Studies could

be one shot cross-sectional, cross-sectional over multiple

time periods, longitudinal, or involve process tracing such as protocol analysis. classified separately as they

do not neatly

collection, but are not truly longitudinal

fit

as the trace

such as a meeting or problem-solving exercise

other categories.

into the

-

is

typically

lasting

Protocol analyses were

They employ continuous data

conducted over a single discrete event

a short penod of time such as a few hours.

-

We

distinguished between multiple time period cross-sectional studies and longitudinal ones; the former

employ some measure(s), administered the

phenomenon;

at

several time intervals, providing

the latter are continuous studies

many

where the researcher engages

discrete with the

snap shots

of

phenomenon

over an uninterrupted period of time, such as a few months or years, and typically focussing on issues of

Research Design

process. The breakdown of articles by time period

presented

is

sectional studies are clearly the predominant form of research

and

the articles in our sample. Longitudinal of the

sample

in

figure five. Static,

one shot cross-

These studies account

in IS.

for

90.3%

of

3.9% and 4.5%

multiple time period studies account for only

respectively.

Insert figure five here

The

figures collectively shovi/ that while no

research, there clearly directs

most

IS research

has adopted a

phenomena withm

2.2.

postivist epsitemology,

methodology they are also

phenomena

Consequences

(i.e.

primarily survey or latxjratory oriented investigating

that given the nature of additional

view reflects Galliers

appropriate

and complexity

not clear, however, that researchers realize

basic assumptions about the

studied

for investigating certain

(i.e.

the epistemology).

we suggest

classes of problems,

investigated by behavioral IS researchers, a

methodological paradigms might also serve

& Land's

some

accepting

implicitly

phenomena

of the

is

Paradigm

of a Methodological is

It

how these should be

the ontology) and

While a Single perspective

number

is

a single cross-section or slice of time.

that by adopting a

nature of IS

by Webster & Starbuck [1988]. The majority of behavioral

similar to that found

is

to inform

our research endeavors. This

[1987] as well as Weick's [1984] assessment of IS research activity,

which they encourage IS researchers

examine the

to

role of

a

priori

assumptions

m

their theoretical

might realize

-

prior beliefs or

or prefer.

technology impact that

woven

may

lie

all

into

What people

what they expect

they usually find them.

methods

is

What

"see"

to find.

they

issues of theoretical substance

when

they use various methods

Researchers

fail

to

see

is

Weick

at

a formative stage

IS

...

is

than people

largely a function of their

usually expect to see rational systems,

that additional

to

is

tightly

for

and

processes and variables affecting

briefly

examines 27 in

organizations.

research "especially

much more

different research

likely to

help

when IVIIS

He concludes the

issues

in

researchers see

more accurately" (1984:129].

Through of

MIS

contribute to investigating issues of technology use

by noting that a broader methodological approach

their subject

in

outside their rational combination."

technology and organizations are

much more

in

and

methodological choices. Weick writes [1984:129] "The question of the appropriate methodology studying technology impact

IS

The methodological paradigm which

a dominant methodological paradigm.

is

IS research

one substantive paradigm dominates behavioral

this

paper we wish

to

encourage a greater awareness and understanding

of the diversity

epistemological and methodological issues underlying social research, so that the practice of IS

researchers

may draw on

IS researchers

a rich array of methodological perspectives. As a maturing research community

would benefit by having

insight into "the appropriateness of different kinds of

knowledge

Frequenc y

Percent

140

90.3

Longitudinal

7

4.5

Cross -Sectional: multiple snapshots

6

3.9

Time Period

of Stud y

Cross -Sectional: single snapshot

_2_

Protocol Analysis

1.3

100%

155

by Time Period Figure 5

Articles Classified

of

Study

purposes

problematic

phenomenon under

and

study, the state of knowledge,

of inquiry to

their

own

limited to

among

a choice

wish

make

to

research strategies,

positivistic

based on assumptions other than the

We

and purpose"

skills, style

research approach depend on "the characteristics of the problem being researched is

the nature of the

fit

1981:386]. This echoes Benbasat's (1985:61] recommendation that the choice of a

& Louis

[Evered

....

mode

[so that they can] explicitly select a

for different

a similar

extend

this

While his suggestion

proposal to include strategies

ones.

traditional positivistic

argument

we

"

to that postulated

by Daft & Wiginton [1979]

management

for

research, that positivistic methodologies (which they refer to as "low variety" techniques) are not complex

enough

inherent complexity, ambiguity, and instability of organizational systems. Invoking

to reflect the

the principle of requisite variety, they encourage the use of "high variety" (interpretive) methodologies,

[1979:187]

noting

complex organizational behaviors are modelled as

"If

they

if

simple,

are

understood, deterministic systems, or even as stochastic systems, then the resulting models

be

We

insignificant.

propose

that

languages

of high variety are useful tools for

will

well

tend

to

developing models of

organizations because they have sufficient scope and richness of meaning to describe organizational

processes."

we

Similarly

argue that the methodology dominant

insufficient variety for the nature of the this

3.

nature

The body

IS

IS

research discipline has

investigated by behavioral IS researchers.

We

explore

of IS

RESEARCH

research that

employ

that

label

concerned with studying the interaction

is

micro and macro levels of analysis to

the

the following section.

in

BEHAVIORAL

continue

phenomena

in

commonly

is

of IS

and humans

at

and we

referred to as "behavioral IS research",

both shall

Behavioral IS research involves the exploration of numerous

here.

substantive issues, and reflects various levels of analysis. For example, behavioral IS studies explore

human

cognitive

factors,

and

communication

modeling,

co-ordination,

structures

decision-making,

decentralization,

and

ehcitation

project

of

representation

responsibility

management,

of

and

systems

knowledge,

standards, procedures, and strategy.

A number

of different

units

of

centralization

authority,

development,

implementation, job and task design, control of work and workers, changes

in

interpersonal

and

training

skills,

vs

productivity,

analysis are implicated

in

this

research, such as those involving individuals, work groups, organizations, institutions, organizational

networks (national and multi-national), occupations, and societies.

By and understanding

large, the

the

fundamental theme underlying these diverse areas

practical

implications,

technology (as information systems)

into

potentialities,

human

life.

and

Galliers

limitations

of interest of

is

a concern with

integrating

& Land [1987:900] express

this

information

when

they

note that "our

field of

study

...

is

concerned

witfi IS

they serve." Given such a domain of interest, significant •

and common

and

their relations with the organization

we can make

and the people

a few observations about

some

of

its

characteristics:''

Information technology is a medium, and shares with all media the inherent feature of nonIt is, as Turkle [1984:15] points out, a constructive as well as a projective medium. Utilising the evocative analogy of the computer as a Rorschach, Turkle [1984:320] shows neutrality.

how

information technology serves as "a cultural object which different people and groups of apprehend with very different descriptions and invest with very different

people can

attributes". IS thus •

assume

different

meanings

for different

is a human artifact. IS humans in predominantly

Information technology modified and used by

people [Kaplan 1983].

are designed, developed, implemented, social settings (administrations, schools,

businesses, laboratories). IS are not "naturally occurring phenomena"; they do not exist outside of deliberate, ongoing human action. •

The "human life" dimension of our research questions is in contemporary society - complex, dynamic and intrinsically social and political. Ours is overwhelmingly an "organization age" where much of human interaction occurs in and is mediated through the conditions, procedures and locales of modern institutions. An understanding of human behavior must reflect its essentially contextual features, that is, that occurs within social and political -

it

milieux, •

and

that these milieux are constantly changing.

As a consequence of such a characterization of technology and human affairs, it is clear that the relationship between IS and human behavior similarly does not exist in a vacuum, but is situated

The two elements in the relationship are not independent, in ways that are contingent on various temporal, and social factors. Hence to understand the integration of IS into human affairs we grapple with the intrinsically social and dynamic nature of the relationship, and this in

both time and space.

but rather mutually influence each other political

need

to

In the light of such a characterization, we suggest that simple, um-directional, cause-effect relationships do not adequately capture the complex nature of the phenomena studied by behavioral IS researchers, nor can they reflect the reciprocal interdependence posited among its dimensions.

requires an investigation of social process.

Much

of

relationship

the

existing

behavioral

between

Implementation studies

for

IS

research being conducted today technology

information

example,

and

individual

into organizations.

and

also increase users' job satisfaction.

we

Ivancevich et

al.

realities.

successfully introduce information

with

There

how we is

build

systems

that are efficient

a large and growing interest

in

Suchman

1983].

and

effective

and

et al.

1985;

Hiltz

&

and

stress.

Turoff

IS personnel researchers [Bartol 1983; Baroudi 1985;

1983; Weiss 1983] are concerned with understanding the processes which result

dissatisfaction, turnover,

that

computer-mediated support

communication, collaborative work, and group decision-making [Donnellon

1985; Sproull & Kiesler 1986;

organizational

Systems development researchers [Bostrom and Heinen 1977a, 1977b;

Mumford & Weir 1979] are concerned

of

concerned with the ongoing

& Henderson 1981; Franz & Robey 1984; Gmzberg 1981;

[Alavi

Lucas 1981; Markus 1983], are concerned with how, over time, technology

is

Other researchers have focused on the power

shifts

in

job

generated by

technology and technological dependence [Lucas 1984; Markus & Bjorn-Anderson 1987; Saunders &

*This charactenzation relies heavily on the view of the

vi^orld

explicated by Berger

& Luckmeinn

(1966).

Many

Scamell 1986]

employment

studies have been conducted into the effects of computerization on job

levels [see the review of studies by Atteweil

& Rule

And

1984],

skills

the "impacts school" of IS

research examines the implications (individual, organizational, and societal) of widespread use

[Bjorn-Andersen & Pederson 1980; Danziger et

& lacono 1984; Laudon

1982; Kling 1978; Kling

al.

Olson & Primps 1984; Turner 1984; Zuboft 1988]. These are only a sampling under investigation yet

all

share a

common

thread.

All

and

of topics that

of

IT

1974;

one can

find

are concerned with the social processes

surrounding the introduction, creation, use/disuse of information technology, as portrayed by Kling & Scacchi's [1982] metaphor of the ongoing "web of computing".

To

date, as evidenced by the analysis

orientation, a research tradition that

assumptions natural •

in

has

its

roots

IS research about the reality to

phenomena

[Lincoln

& Guba

in

most

IS research reflects a positivistic

the natural sciences.

be studied,

reflect the

As a consequence, underlying

precepts informing the study of

1985:36]:^

The phenomenon

of interest

description of any

chosen aspect

is

section 2.1,

in

single, tangible of the

and fragmentable, and there

is

a unique, best

phenomenon;



The researcher and the object of inquiry are independent, and there between observation reports and theory statements;



Nomothetic statements (law-like generalizations that are independent of time and context) are possible, which implies that scientific concepts are precise, having fixed and invariant

is

a sharp demarcation

meanings, •

There exist real, uni-directional cause-effect relationships and tested via hypothetic-deductive logic and analysis;

that are

capaoie

of

being identified

• Inquiry is value-free.

The

application of these premises to research on social process

review of the prior characterization of behavioral [1983:385], the

more we recognize

most commonly adopted

tradition,

1987],

not entirely compatible with

is

is

research

that information processing

social world, the less appropriate natural science

research

IS

in

is

will

is

somewhat

reveal.

problematic, as a

To paraphrase Morgan

a social practice that impacts on a

approaches become.

It

IS research studies [Gailiers

appears

that the positivisitic

& Land 1987;

what we know about the phenomena we are

Weill

investigating.

a dissonance between the elements of our substantive theories (and the assumptions they

the nature of IS certain

in

human

life),

The

development

of interest).

result

make about

and our methodological paradigm (whose epistemological premises

assumptions about the phenomena

affects not only the

& Olson

reflect

Such a dissonance m our research endeavours

of theory, but also the practice of IS work.

The

findings of IS research

^Recent work in the post-empincist philosophy of saence [Bernstein 1985] has begun to question the validity of these assumptions for the practice of natural science To the extent that the positivist dogma lose their currency among mainstream natural scientists we should begin to see a growing interest among social scientists for additional researdi perspectives of the sort discussed in this paper

filter

community and are used as prescriptions

into the practitioner

research thus

We

will

have far-reaching consequences.

suggest

exploring the

and reductionist

for action. Simplistic

utility

research

that

into

and dynamic phenomena^ can benefit from

social

intrinsically

paradigms beyond positivism, and attempt

of additional research

resonance between substantive theory and methodology.

particular

In

we

believe that

to obtain is

it

a better

imperative that

the research strategies adopted by IS researchers be compatible with the underlying ontological premises

Morgan & Smircich [1980] argue

of behavioral IS research.

that different ontological assumptions, "world

views", or conceptions of reality favor different methodological approaches to studying reality. As an illustration,

[Boland

1

consider implementation. Clearly a central aspect of

978; Ginzberg

1

981

],

and hence

makes sense

it

this

phenomenon

employ a methodology

to

processual nature

is its

that examines, rather

than suppresses, this essential component.

Social processes such as

implementation, diffusion of innovation, group decision making,

IS

computer-mediated communication, and the over time and as situated indicate "the

methods

study of the process

orthodox approaches

...

to social

Hence when process

predetermined categories that purport

bound by the

are suited to research strategies that

be what

to

designs permit the exploration

is

evolution within the research setting. For

it

Vitalari

many research

longitudinal study to investigate user involvement

data collection process allowed

validity

for the

that

all

evaluation, vary substantially. is

Svhich

we

of

Essentially

not one of degree (one

believe behavioral IS research

we need

of

not be

[1985:243] suggests that "[L]ongitudinal

issues confronting the Information Systems

is

field,

Franz & Robey [1984:1202] used a

systems design. They found

that including the time

facilitated alternative interpretations of

modes

scholarly

discrepancy between the paradigms

(1987:9011.

through a quantitative measure

phenomena. The

capture of respondents' interpretations of events as they occurred,

However, the nature, depth and range

paradigms

and

in

possibility of rationalization that often

is

is

about the social world." But

longitudinal designs offer great opportunity for scientific progress."

Our premise

& Day [1982:31]

time-dependent phenomenon such as learning, adaptation, and

of

dimension improved measurement

examine them

theory do not lend themselves well to the

studied

"real"

is

approach.

limitations of the orthodox

hence avoiding the

will

not abstracted from, social context. Instead as Boland

in,

of the itself

like,

is

of

occurs with retrospective data collection.

inquiry generate

such knowledge, as

we

understanding of social

well

posit that the difference

as the

criteria

reality.

employed

more than merely methodological, having deeper

is

its

between the various research

being more quantitative, say), but rather one of kind

concerned with This point

in

also stressed by Culnan

1

.

The

roots,

m

1987:347] and Galiiers & Land

10

Hence we

philosophy.

assumptions about social (epistemology);

in

fact,

we

two research approaches

find that the

reality (ontology)

discuss

in

paper

this

reflect different

and about what constitutes legitimate knowledge

of that reality

they evince the fundamentally different goals of individual researchers [Rosen

1986:9], and the assumptions they bring to their research activity.

the

In

rest of

this

paper

we

known as

interpretive

perspective (also

motivate

use within IS research.

its

interpretive

We

in

the

paradigm" or "social constructionism") and

"naturalistic

paradigm consistent with the nature will

of

many

of the

must be made clear

entirely compatible.

that

While

we

we do

research

effort.

do we see them as

in

Our recommendation

and self-consciousness

of interpretive

complex

social

in

phenomenon, and

and incomplete. Our available

and

to

The

is

is

different

knowledge gained through any one approach

intention here

is

to

their inherent

in all

increased reflectiveness

to the

purposes and

ways

of studying the

is

interest

same

necessarily partial, biased

urge a recognition of the plurality of diverse research paradigms

a blind and mechanistic adherence

solely relevant

phenomena,

we encourage

modes, as suited

generate understanding and discussion about

be guarded against necessarily,

the use of the different research

the

essentially interchangeable or

research should not to be understood as an intention

As Morgan [1983:368] notes, there are many

of the researchers.

to

their relative

appropriateness.

any one approach

in

What must

the uncritical belief that

research contexts.

following section briefly explores the underlying tenets of the interpretive perspective,

to highlight the

problematic features of the traditional positivist approach

that interpretivism, while not a

our research endeavors.

panacea, may assuage some

Section

five illustrates

research efforts of behavioral IS researchers. IS

behavioral IS

order not to dilute the powerful insights that each can bring to the

replace the existing orthodoxy with an opposing one. Rather

attempt

to the

this

not believe that the positivist and mterpretivist paradigms for

believe they can be used together to investigate

differences must be respected

social

phenomena examined by

be enriched through being appropriate

social research are mutually exclusive, but neither

to

one research paradigm, the

of

which the research results are applied.

It

It

methods

argue that not only are the metatheoretic assumptions of

researchers, but that our research results

world

tenets and

outline the

community.

We

how

to

science.

We

of the limitations currently frustrating

propose

some

the interpretive perspective can be useful

conclude with

some

an

in

general recommendations

of

in

the

for

the

11

4.

THE INTERPRETIVE RESEARCH PERSPECTIVE •

It

is

not our intention here to discuss the positivist research paradigm, nor to explicitly point out

and

particular strengths

Lincoln

limitations.

Numerous such discussions

& Guba 1985; Morgan 1983; Mumford

crucial issues in the

human science

et

al.

We

1985].

are available [Boland

do however wish

to

draw

its

& Day 1982;

attention to two

research process that are typically overlooked, yet which should

influence scholars' choice of appropriate research methodologies.

Firstly,

example,

methodologies

particular research

positivistic

and reinforce a particular view

reflect

of reality.

research techniques encourage deterministic explanations of phenomena,

in

For that

these explanations emerge from interactions between the researcher and his/her subjects, where the researcher, by definition, dominates the relationship.

researcher focuses on the

and control

validity

the search for causal relations the positivist

In

research procedures, and hence adopts a predefined

of the

and circumscribed stance towards the phenomenon being investigated. Such a posture to

the

and

discovery

reflection

indeterminate,

of

and

non-deterministic,

Laboratory subjects and survey respondents act and react mechanically

discover one-sided things

if

it

insists

phenomena

of interest

one-dimensionally causal, can the previous section, and as

we

-

utilize

The second issue

phenomenon

it

we have

strong reason

information technology and

such

positivist

human

can

be

argued

same

that

into the

of

elucidate, there

there

exists

is

no way

of

only get answers to

human

life

-

are determinate and

we have

is

no reason

to

indicated

suspect that

for the

of the

everyday human

human

human

phenomena

reality,

in

in

life.

this

is

Unlike the natural

independence between

an

made

nature of these phenomena. As Giddens [1987:19] notes, there

You

life.

assertion cannot be

discourse

...

techniques with confidence. As

do not impinge on and change the nature

science do enter

refer to actors' intentions

suspect that the relationships

to

pertains to the role played by social research

of study, the

natural science

if

Markus & Robey [1988]

the case with information technology and

sciences where

relationships.

As Rowan [1973:210] notes: "Research can only

on setting up one-sided relationships

those questions you are asking." Only

in

reciprocal

and causes (which focus on the behavior produced by antecedent conditions rather

than the intentional action of knowledgeable actors).

underlying our

not conducive

the research stimulus. Further,

to

emphasis on causal relationships sets up an opposition between reasons (which or voluntary motives)

is

and

researcher

and

sciences. While the results of studied, the results of

clearly

human

can and do transform the

the social sciences, unlike

in

natural science,

keeping the concepts, theories, and findings of the researchers "free from appropnation

by lay actors". Clearly behavioral IS research enters

into

the very constitution of the

phenomena

it

12

studies,

manner

a

in

not available to natural

between human science research and human of this, claims of objectivity

4.1.

What

is

and value-neutrality

we

and the

in

positivist

many

and

education

marketing,

interpretive

in

the two are not independent of each other.

the

human sciences become

make sense

but rather as "an

paradigms

emergent

of

The world

of that reality.

social process

continually involved

interpretivist

-

research

is

in

because "man

is

then the interpretive task

The

the

actors

social

are given and

is

human consciousness and

that "any individual

[Winograd & Flores

of a social group,

1

in

understanding

The aim

986:28].

through

subjective

all

their participation

m

As Denzm [1983:132]

and endow them with meaning.

one

of

unraveling and revealing the meanings persons give to their webs."

is

in

of significance, feeling, influence

emphasizes the importance

humans

the processes through which

particular, this tradition

unproblematic,

but

does not presume

attempts to understand

and

participation

in,

that social structure, culture or relations

how and why

models, assumptions, and interests are never

to

through their

individuals, it

meaning. Meaning and of

mind which can

constitutive of those behaviors.

we must uncover

human thought and

social-political

construct and reconstruct their reality

merely because they reveal subjects' states

understand what human beings are, then

he has woven,

that

meanings and

a social world, give

be correlated with external behavior, but because they are

understandings that penetrate

and power

of subjective

his

of

webs

intentional descriptions are important not

implicit

that

in

socialization into, interaction with,

tacit

researchers)

the

caught

as well as symbolic action In

(including

and hence

not conceived of as a fixed constitution of objects,

is

activities of interpretation"

interpretive perspective

[Morgan 1983:396].

receiving

between the

distinction

thereof, are social products

understand how members

to

is

knowledge

as an extension of

social processes, enact their particular realities

notes,

light

the former's primary presumption of social constructionism.

is

experience" [Burrell & f^organ 1979:253]. The basic premise is

the

problematic.

A fundamental

psychology).

social

understood independently

incapable of being

world

In

social science fields (organizational studies, political science,

Interpretivism asserts that reality, as well as our

construct and

a reciprocal and reflexive relationship

focus on the intrinsic premises of the interpretive paradigm, which

increased attention and popularity sociology,

life;

is

an Interpretive Perspective?

section

In this

There

science/

"If

we

are to

those models, interpretative schemes, and

action" [Bernstein 1978:230].

be taken

for

Meanings and

granted (as they are

in positivist

research), but are always to be understood as historically and contextually situated [Morgan 1983:397].

Thus the underlying premise

'This support,

is

particularly evident

and

in

of the interpretive

researcher

is

"that individuals act

areas such as end-user computing, implementation, IS management,

the strategic use of information technology

towards things on the

staffing, task design,

group

13

basis of the meanings that things have for them, that meanings arise out of social interaction and that

meanings are developed and modified through an

In this

sense

of attempting to

understand meaning,

meaning

actions are meaningful, and

interpretive process" [Boland 1979:260].

is

approaches are not

positivist

open

not a category

to

useful;

causal analysis; thus so long as

meaningful actions form the subject matter of social inquiry, the most important category understanding of social

not be that of

will

life

guidedness" [Winch, quoted

cause and

Ryan 1970:131],

in

The primary endeavour rigid

to describe,

is

a

[1973:216] notes that

can only answer

in

in

terms

of

our questions and our categories"; to

draw on

their

in

methodology

captured

satisfactorily

social

in

Rowan

1967].

the sense that they

contrast interpretive techniques allow

own concepts and

experiences.

is

premised on the

hypothetical deductions, covariances

in

process one must get inside the world

of

complexity of social process cannot be

belief that "the

and degrees

those generating

it"

of

dramas. Clearly researchers are never able

to

expectations they bring with them into the

completely suspend

field.

phenomenological and "grounded theory" schools)

expunge any a

Some

interpretive

explicit,

engagement

f^^ost

the

field,

such

It

is

generalization

generalization that

1985:17].

In

the

may be conducted" [Rosen

first

causal is

make make an

relationships

conducted

more global

from a sample

level,

in

the interpretive

important distinction between the positivist sense of to

the population),

view every particular social relation

at a

and the

1986:15].

and a second mode

"the extension from the micro-context to the totality that

latter

mechanisms operating

to

the

foundation from which

[that provide] the

of non-generalizability is often raised against studies

necessary (of

...

to

at the

accompany

that the interviews, archival research, observations

interpretive, social constructionist analysis

tradition.

those of the

methods however,

of the other interpretive

are "accompanied by an overlay of social theoretical ideas

The argument

knowledge and

(particularly

substantive perspective (albeit a flexible and dynamic one) in

the

ideology and sociul

the theory, cultural

methods

is

researchers must deliberately attempt

insist that the

pure data-generated "essence" of a phenomenon,

researchers'

all

rituals,

knowledge, so they can adopt a tabula rasa perspective and hence arrive

priori

propose that an

freedom. To understand

[Rosen 1986:10]. Central here

focus on meaning formation or sense-making via language, symbols, myths,

an

analyze and

Features of Interpretive Methodology interpretive

like,

& Strauss

research "we are talking to "processed people"

own words and

participants to use their

4.2.

positivist

rule-

researcher-imposed

priori

formulations of structure, function, purpose and attribution are resisted [Glaser

our

for

meaningfulness and

effect, but that of

understand the social world from the actors' perspective, and any

"Human

and hence the

is

shaped

it"

of

[Burawoy

the product of generative forces or

interpretive analysis

is

an induction (guided

14

and couched within a theoretical framework) from the concrete individual

case An example from a study

systems development process

of the

[1982:33] interpretivist research where they note "What

be generalized structure]

to

other design settings, even though

be tested by

is to

its ability

Morgan [1983:398] employs 'esearcher

is

more concerned

this

predictions

and

^neralization

of

in

same usage

statistical generalization.

relative.

'Cich

when he notes

...

[such a

"

that "the interpretive

methodology

-

a

similar

distinction

between

[1983:165] indicates that those

these

-

of studies,

as Weick [1984,

serve to establish a theory's pattern of adequacy.

make

criteria

verified

are understood to be indeterminate, as well as

different kinds of

knowledge vary from one

significant

and

theoretical

interpretivists refer to generalizations,

However, over time and through a series will

fact,

the crucial issue of evaluating the credibility of interpretive research,

to

what counts as

makes

Even though

agnize that "different research perspectives :o

only explored a single instance

of generalization,

[1984]

ng McGuire] notes, empirical confrontation

With respect

a deeper structure that can

is

terms of measured relations between networks of Yin

outcome".

and contextually

we have

to explore

given by Boland & Day's

describe the experience of other system designers

ntrary to those characteristic of positivist -iporally

we hope

is

beyond the

with identifying generalized processes that are not content specific

erefore cannot be characterized

'ough

to

situation to the social totality

to

knowledge claims, and the

another" [Morgan 1983:393].

espoused by the

we must

positivist tradition are not

criteria

In particular,

appropriate for

evaluation of interpretive research: "Networks of shared meanings do not lend themselves to study by

:nods of detachment and objectivity. Instead the researcher ?rting of

data are done systematically with care and discipline."

soundness

of the analysis, that

ond the particular setting ysis to the actors

ortunity 'her,

is

for

in

the

at

is,

"scientific"

m

She suggests

on how the research contributes

to

that the collection

and on

that evaluation rests

our understanding of social

life

hand. Interpretive methodology stresses the importance of submitting the This not only allows for verification and criticism but also provides an

field.

the collection of further information through correction, clarification, and elaboration.

as Nissen [1985:49] notes, the adequacy of interpretive studies as "theoretical reconstructions

~an experience"

will

be subject

to critical

intersubjective scrutiny by the

community

of scholars,

of

and

3Cted or refined as appropriate.

A number inquiry"

of interpretive

and attempt

researchers address the question of the "trustworthiness of interpretive

to allay the

oft-expressed concern that

it

is

somehow

"non-scientific".^

Pettigrew

[1985:246] stresses that primacy should be given to realism of context and to the generation of measures

*See Lincoln & Guba [1985]

tor

an extensive discussion

of

what they term

"naturalistic trustworthiness critena"

15

that are "sensitively linked to the subtleties

and nuances

the use of acontextual and blunt instruments.

between good and bad

distinguish

of a particular context or contexts", in contrast to

He provides some broad

guidelines that can be used to

interpretive research [1985:247-249]:

research should strike a balance between description and analysis, where the role of description is to clarify and establish the context, structure, and process to be explained by

• the

the analysis; •

there must be an empirical and theoretical justification for both the chosen time frame (the horizontal component) and the levels of analysis considered (the vertical component);



the research should display an adequacy of data sources,

i.e. the use of multiple sources and multiple methods of data collection over time, the cross-checking of data across sources and among methods, and the examination of competing theoretical interpretations (or rival plausible hypotheses in the parlance of positivism);

and analyses need to be interpreted by theoretical themes that represent an attempt at generalization, "at placing the work within a wider scheme of things theoretically and conceptually" [Petligrew 1985:248];

• the findings

themes and concepts must be

• the theoretical

In their

that the it

will

closely coupled to the data.

formulation of grounded theory, Glaser

grounded theory has

be used. That

realities of the

& Strauss [1967] discuss

practical application. Firstly, the theory

in

the

substantive area.

The

intent

is

if

is

it

to

the theo'y to

for

assumptions, hence sharpening people's

sensitivity to the issues they face,

directions of potential change.

must be

Thirdly,

it

sufficiently

general

that will arise daily within the substantive area, not just to a single,

and concepts

of the theory

general guide

to the

users

in

should not be too abstract as

to

be relevant

to

many

situations.

number

in its

who employs

everyday

to

to

to the

reveal taken-for-granted

and

to indicate

be applicable

images and issues

to multiple

be obtuse, yet they need

What

is

required

is

to

serve as a

diversity

which

general concepts with plausible interrelationships so as

Such a theory

person applying the theory participates [1967:243] note that "A person

of

to the

which

narrow type of concern. The categories

negotiating their ever-changing reality.

allows the construction of a sufficient

be applied

in

make sense and be understandable

substantive area. Secondly, the theory must

people working

must f/nhe substantive area

the theory must correspond closely to the data

is,

four properties that ensure

is

not

validation

seen as

static or "closed", but

as a process: the

and development. By contrast, Glaser & Strauss

quantitatively derived theory

"knows

his

few variables better

than anyone, but these variables are only part of the picture"... This kind of theory typically does not

account

for

enough

variation

Also, such theory usually

in

situations to allow appreciable institution

does not

offer sufficient

means

for predicting

and control

the diverse

of

change

consequences

of

puposeful action on other aspects of the substantive area." Finally, the theory must allow the user control oyer the structure that the theory should

difference

in

and process

of daily situations,

as they change over time.

address issues that "are worth applying the theory

the lives of participants, so that they

will

to", that is,

The

them.

in

any

partial

notion here

issues that

have the motivation and understanding

make to

is

a

gain

16

control of situations.

4.3.

Types

of Interpretive

A number

research methodologies within the social sciences have been developed

of

these

practice

Research

notions

ontology

interpretive

of

and

epistemology,

to

put into

phenomenology,

including

ethnomethodology, hermeneutics, symbolic interactionism, contextualism, and ethnography While there

among

are commonalities

these specific approaches

frame

social world primarily from the

in

that

attempt to understand and explain the

all

what

of reference of the participants, there are differences in

For example, phenomenology

constitutes the focus of study

consciousness

in

is

concerned with methodically studying

The

order to understand the essence of experience [Boland 1985:194].

intent

is

to

provide a self-reflective description of the situation of interest, via the interaction of participants and

A conscious

researcher.

attempt

is

made

to

mutually explore, define and then deliberately suspend the

prejudices and assumptions atxiut the world that the participants and researchers bring to the interaction

m

[Schutz 1967]. For example, Boland & Day [1982] employ a phenomenological approach

year daily

in

the

work

systems designer, mutually exploring with him the various pressures and issues

of a

life

of his

such as interaction with users, constraints on design, moral dilemmas, and personal

life,

biases. Through such a study a that

studying a

number

of

work concerns and issues

had not been previously revealed by inquiry cast

Through such a mutual inten/iewer

-

m

relating to

systems design emerged

the systems rationalist

mould [Weick 1984:128].

interviewee exploration, the social processes mediating technological

development and use became apparent, providing

insight into

some

of the

meanings underlying systems

design.

Ethnomethodology

common methods

for

,

a derivative of phenomenology,

constructing

reality.

Garfinkel [1967]

those social processes or conventions that people use reality.

The

activities,

interest

reality.

learning about the

and how they account

conventions are

become

is in

the

implicit

unspoken

for

ways

these

and taken-for-granted so

"rules"

and norms

inappropriate.

by

examining

For example,

individuals

that the

Zimmerman

modified the stated rules of the agency not being achieved.

how

come to

everyday

Typically these

common assumptions we make

where the

[1970] studied

when

to refer to

of their

& Morgan 1979:247].

behavior and hence

situations

evolve

negotiate and reach consensus on the nature of

others [Burrell

of social

in

cultures or groups

employs the term ethnomethods

The research methods adopted by ethnomethodologists aim

assumptions

that

which people order and make sense

in

to

to

proposes

to define

about

reality

and sustain our

understand these underlying

codes

"normal"

receptionists

in

of

behavior

are

a public welfare office

the purposes for which these rules had

been

instituted

were

17

Symbolic Interactionism examines the process by which individuals in,

how

ar^d

social

they construct their acts accordingly [Boland 1979:260]. Symbolic interactionists believe that

and

action

interaction

only

is

possible through exchange of shared

establishment of social rules. However

embedded

themselves, but

be seen as existing

meanings the people put on events,

the

in

reality is not to

and shared routines [Tomkins & Groves 1983:368]. Some symtwiic understand the meanings that phenomena have

for

interaction

and

Contextualism

is

to

conform

to or

adapt

concerned with the "event

phenomenon

the historical situatedness of the

the rules and routines

and people

via the rules

interactionists [Biumer 1969] try to

individuals influence their social reality by shaping rules, rituals

and shows how people use symbolic processes

negotiation,

and "impression management"

in

situations,

Goffman [1959] analyses the

the "presentation" of themselves to others.

and the

interpretations

people, and thereby identify significant forms of social

how

behavior. Other symbolic interactionists examine

human

interpret the situation they are

their

circumstances

and routines

of

of "situation defintion"

with their purposes.

in line

[Pettigrew 1985], and the primary focus

in its setting"

is

example, Pettigrew [1973, 1979, 1985]

of interest. For

studies the relationship between organizational structure and process over time and space, via in-depth

immersion

and

in

subjective or interpersonal

change, that

resources

in

processes

one

to

dynamics

British firm.

decision-making

relations of

is

less on

of continuity

and

For example, Pettigrew [1973] studied the

surrounding

Through in-depth analysis over

wrought by such decisions on the

mechanisms

identifying the

of various contexts.

ongoing

the

in

The focus

a particular organizational setting.

meaning construction, as on

the processual

is,

organizational

exposure

longitudinal

the

time, Pettigrew

purchase

computer

of

examines the changes

dependence among occupational groups

within

the

organizational context.

Ethnography

is

ethnographer's method data.

He

or

she

an

anthropological

for collecting

tries to learn

data

it

to others.

to live

for

how and why

Interpreting the

both

data

collection

and

among and observe those who

the subjects' rules for social

duration of time "sufficient" to understand

there to explain

is

method

life,

to interact with

them

analysis.

are generating the for

a frequency and

they construct their social world as

meaning behind behavior

is

The

it

is,

and from

the basis for ethnographic

research.^ Geertz [1973] identifies the cultural form of interpretation as "thick description," a statement of

what

is

observed among a social group based upon action and the meanings that underlie and follow

from such action.

If

the researcher reports observations purely descriptively, primarily focusing on the act

devoid of meaning, the audience

is

^e focus

given a "thin description" of the occurance. Thick description, on the

here on a brand of ethnography pnmarily concenned with 'cultural analysis" [Geertz 1973] However there are many and interested readers should consult Sanday [1979] for an elaboration of the diversity of thought within ethnographic study. styles or schools of ethnographic research,

18

other hand,

is

concerned with

conspirational wink, that

imbued

of description

is,

between an involuntary muscle

the differences

telling

Ethnographic description

with interpretation.

be confused with the recountmgs that would be provided by the actors themselves is,

instead, an explanation cast

recounting [Geertz 1973:15]

in

in that

and language

the theory

the researcher

of the

researcher.

making interpretations

is

twitch

of

in

It

is

and a not to

a social setting, is

it

a second order

data obtained indirectly

''° through participant observation or interview.

Despite the roots of ethnography

early social anthropology,

in

it

was

not

until

the I970's that

ethnography was employed as an epistemology and a methodology within organization theory [Van

Maanen 1979,

The emergence

1988].

"Organizations are not simple systems

machines

like

manifesting complex patterns of cultural activity

[Pondy IS

speaking

specifically

people their

According

et al. 1983:4].

particular

in

to

Van Maanen

settings

come

...

to

[they] are

of organizational structure

The method

of organizational

members, but

individual

-

is to

by

very nature, symbolic entities"

their

is

for,

-

and here he

take action, and othenwise

a methodology

for

and processes as organizational is

human systems

"uncover and explicate the ways

understand, account

ethnography

growing awareness that

[1979:540], a principal aim of ethnography

day-to-day situation." Organizational ethnography

components

reflects the

or adaptive organisms; they are

ethnography

of organizational

work

ethnography

of organizational

in

which

manage

"seeing" and interpreting the

life

is

created and maintained.

not to simply recount the organizational experiences of

rather to use social theory to explain these experiences, which

m

turn,

expands

and refines social theory.

All

of these research

methods can

offer a refreshing

of interest in IS research. In the following section

can make

5.

to

research

into IS

INTERPRETIVE Having outlined

we now

consider

of articles

its

IS

will illustrate

utility

of the

Benbasat, Goldstein &

examples

to follow traditional poitivistic

similar

of

an additional research paradigm,

of behavioral IS research.

approaches.

we

We

In

our sample a majority

do, however,

see an increased

believe the behavioral IS research

a variety of research approaches. Recent discussions [Boland

Mead

1987; Franz & Robey 1984; Galliers

1985; Weick 1984] draw attention

On a

phenomena

the contributions that such approaches

assumptions and methodologies

applicability to specific

of

perspective on the

phenomena.

recognition of the need for additional approaches, and

accepting the

insightful

RESEARCH

some

were found

we

and

to

field

is

& Day 1982;

& Land 1987; Lee 1988; Mumford

et

al.

the value of such additional forms of inquiry for IS research.

theme see Van Maanen 119791 on

first

and second order constructs

19

Particularly interesting

ACM

[November 1988] where

means &

the recent collection of research articles published

is

Maass &

Iscoe, 1988; Rosson,

increase the insights

such as ecological design [Soloway

Such methdological

Kellogg, 1988].

generate about the phenomena of interest

we

the Comnnunications of the

and exigencies

investigators explored the nature

of non-positivistic methodologies

in

of

1988; Curtis, Krasner

et al.

diversity

is

systems design by

welcome and bound

to

research and practitioner

to the IS

communities.

5.1.

Choosing the Appropriate Research Approach

We technology

see both in

positivist

organizations.

to deliberately exploit the

and

mterpretivist

studies as

What we urge however

is

that these

We recommend

strengths of each.

methodologies be used prudently, so as

that epistemological choices

approach and technique be made consciously and with attention

phenomenon under

investigation.

established effects, and less appropriate

This

same wisdom

commonly

is

It

for

held

that

suggested by a few commentators). On the contrary,

it

to

studying

information

approaches and techniques each

technology

of

organizations

in

to positivist

to

meaning

to

testing

of findings.

only appropriate for exploring

its

research (as has been

own, providing unique and

However we is

nature of the

studies are suited

can stand on

valuable insight into the reciprocal complexity of social processes.

approach

is

about research

particular

exploring relationships or explaining the

as only serving as a precursor

it

the

to

positivist

holds that qualitative or interpretive research

phenomena. However we do not see

information

vehicles for studying

useful

feel that the

employ a whole

most

fruitful

repertoire

which can complement and enhance each other. The caveat

is

of

that

researchers be mindful of the implications that follow the adoption of any one methodology's set of

assumptions.

Positivist

research

assumptions underlying actors.

particularly suited to studying structural

is

this

methodology

Hence researchers adopting

as predictors of social action. area of social relations interpretations,

-

This

positivist

and the construction enactment

human

this interpretive

limits their ability to investigate

will

behavior, as the

prior to the individual

focus on and investigate external forces

researchers realise that they are omitting a whole

and

social reality. Likewise, interpretive research

shared, social

the point of view and through the interpretive

researchers adopting

human

action dimension that revolves around shared meanings,

of a cultural of a

if

of

system as ontologically

methodology

appropriate

is

the interactive,

useful for investigating the

posit the social

causes

schema

perspepective need

reality

of to

is

by understanding human behavior from

the

human

actors themselves.

understand that

their

However

methodological choice

the structural pressures on social action.

Both structural and action-oriented perspectives on social relations are important and worthy of

20

Hence both methodological perspectives can

study [Giddens 1979].

information technology use the

investigating

m

organizations, provided each

phenomena

interest

of

We

relevant insights.

approaches can bring

We

can envision a number

different influences to

of scenarios

bear on the

where

and

interpretive

•^search design allowed for the

complementary and

investigated.

in their

approach:

(i)

investigation of the impact

the inconsistency of results

development

and omissions;

to potential analytical errors

of context-sensitive

measures as the

positivist

the

for

ationships.

exploration

questionnaire

Lee [1987] argues

and

hence

avoided

using positivist and interpretive approaches

for

oical scenario

presented

for

combining these approaches. Weick [1985:575]

/ersing this traditional order

^s

in

is

more

m

a mutually supportive This

the

is

contrast, suggests that

can often shed

useful, noting that qualitative research

it

on

light

suggested, but not explained, by quantitative techniques. He writes "To understand the

::tionships

which a data table

-imarized

in

nuanced, what the data mean, and how people generated the

is

numbers, one must

the

scriptive analysis.

...

treat the

activities

table as a preliminary display that triggers serious

Quantitative studies produce discoveries, the

meaning

of

which

is

known

only

they are verified qualitatively."

While

positivist

jnnot stress

and intepretive research approaches can be

enough how important

ethodological position. This eing investigated.

To

will

illustrate

it

is

for

researchers

be cognizant

to

variable (say, A)

interval \+^

variables

,

but

is

of the variables

implicitly

in

which the variables

are decided upon, the time intervals for is

in their

phenomenon

distort the

t,

of

measurement

employed. Researchers may thus

and negatively

the underlying process or reason for the relationship.

It

find

related at

may be

that

are simply the surface manifestations of more fundamental, even contradictory forces,

and hence should not be the primary focus design

of the limitations inherent

positively related to another (say, B) at interval

know nothing about

A and B

withm and across studies, we

consider a positivist longitudinal research design,

are preselected, and the hypothetic-deductive model of analysis

one

utilized

ensure that researchers do not inadvertently

merest are prespecified, measures

that

m

(iii)

causal

one-directional

simplistic

with the positivist studies testing the hypotheses generated by the interpretivist studies

ay

ei'

interactions

of

the

(ii)

as developed on the basis of the interpretive unstructured interviews and participant observations:

:owed

and

that positivist

data collection and analyses techniques prompted further exploration,

positivist

deeper insights and alerted the researchers

fielding

this

of

creative combination of research

phenomena being

a medical setting. They note a number of benefits of

^e•ween

recommend

thus

Kaplan & Duchon [1988] adopted such an integrative approach of IT in

be the only valid way

to

either within or across studies, so as to yield

approaches be combined,

interpretive

does not claim

our discipline.

to

contribute to our understanding of

presumes

stability of

of interest, but

such insight

will

go undetected.

Further the

the variables and so, by definition, discounts the operation of social

21

processes.

Assume researchers

Consider another example:

between user (after three

a rate

months)

much lower

system.

Initially,

is

Now have

than

initial

will find

much

learn (hence the

initial

its

level of high

functionality they

of queries issued

much about how

it

tell

us

play a central role

measure

the

of

three

initial

began

to

months? Was

it

approach

to

the data

change, multiple time frames and

a viable alternative

5.2. Specific In

to

used once

is

it

we

are

left

is

retrieved?

discussion

IT

filed,

Perhaps there are some other possible with an incomplete understanding of the

The

point to note here

rnariy

dependent and independent variables would be required. This if

by no

we draw on

a

not impossible.

number

means meant

to

An

interpretive approach,

of

streams

of behavioral IS

believe,

research and attempt

Many

Impacts Research:

Attwell

implementation

of

reviewing the literature on the effects of computing

in

of the studies into the "impacts" associated with the

& Rule

[1984],

in

In their

conclusions they state: "The sheer variety of

disparate and seemingly conflicting conclusions that can be derived from the studies noted

warrant despair.

static

we

be prescriptive, but rather suggestive and hopefully provocative.

organizations found very few clear cut answers.

in

is

scenarios where an interpretive perspective might usefully be used. This

illustrative

have been inconclusive.

that the

discarded

Research Scenarios

some is

the data

Is

such cases.

the following discussion

provide

(!)

m

system was

just that the

capture the richness of the users' experience and the social mechanisms

would make the analysis complex and unwieldly, is

the

use inappropriate? Does computer connect time or number

underlying processes that would explain the occurrence of the observed events. that for a positivist

was

accomplish more with less use (lower use but

directing a person's activities?

in

If

use and low satisfaction) and that as users became more

explanations for the observed relationship. Indeed

of

finally stabilizing at

use and satisfaction have an inverse relationship over

that

longer than the anticipated

was

does

use

Contrast this with the scores they obtain on user satisfaction with the

use.

higher satisfaction)? Or

or

find that initial

the researchers demonstrated that use declines as satisfaction increases, or

and discovered

proficient

Imagine that they

relationship

the satisfaction levels are low but over time they increase, stabilizing at a high level.

learning curve just difficult to

of that system.

studying the

in

very high and then tapers off over the next six months with use

the researchers correlate the data they time.

and use

satisfaction with a system,

are interested

Why do

problem may be snapshots

all

these worl