Iterative gemischte Analyse unter Verwendung der Grounded-Theory-Methodologie und von Strukturgleichungsmodellen: Beiträge qualitativer und quantitativer Methoden zur Bewertung sozialer Programme
DOI:
https://doi.org/10.17169/fqs-26.3.4285Schlagworte:
iterative gemischte Analyse, Grounded-Theory-Methodologie, Strukturgleichungsmodelle, Evaluation, soziale ProgrammeAbstract
Die Grounded-Theory-Methodologie (GTM) und die Strukturgleichungsmodellierung (SEM) wurden bereits in zahlreichen Studien eingesetzt; die methodischen Vorteile ihrer Integration sind jedoch noch nicht vollständig verstanden. In diesem Artikel stellen wir einen Vorschlag für eine iterative gemischte Analyse vor, bei der wir relationale Modelle nutzen, die auf GTM und SEM basieren, um soziale Programme zu evaluieren. Um diesen Ansatz zu veranschaulichen, untersuchen wir die Evaluierung eines Mikrounternehmensprogramms, das an Menschen in Armut gerichtet ist. Wir skizzieren die schrittweise Anwendung der iterativen gemischten Analyse und stellen jeden ihrer Schritte vor: Kontextualisierung, Vertrautmachen mit dem Phänomen, kollaborative methodische Gestaltung, iterative gemischte Datengenerierung und iterative gemischte Analyse. Wir diskutieren die Ergebnisse unserer qualitativen deskriptiven Analyse (basierend auf der offenen Kodierung mittels der GTM) zusammen mit denen der inferentiellen statistischen Analyse, gefolgt vom Übergang von der qualitativen relationalen Analyse (abgeleitet aus dem selektiven Kodieren nach der GTM) zur Schätzung des hypothetischen SEM, in das auch qualitative unterstützende Daten einbezogen wurden. Abschließend geben wir eine Definition der iterativen gemischten Analyse und diskutieren Schlussfolgerungen hinsichtlich der kombinierten und gleichzeitigen Verwendung von Erklärungsmodellen.
Downloads
Literaturhinweise
Acun, Volkan & Yilmazer, Semiha (2019). Combining grounded theory (GT) and structural equation modelling (SEM) to analyze indoor soundscape in historical spaces. Applied Acoustics, 155(1), 515-524.
Agencia Nacional de Investigación y Desarrollo [ANID] (2022). Lineamientos para la evaluación ética de la investigación en ciencias sociales y humanidades [Guidelines for the ethical evaluation of research in the social sciences and humanities]. Santiago: Gobierno de Chile, https://s3.amazonaws.com/documentos.anid.cl/proyecto-investigacion/Lineamientos-evaluacion-etica.pdf [Accessed: March 21, 2025].
Aguirre-Dávila, Eduardo; Sanchez Mattson, Haidy; Destéfano, Gloria; Rojas-Lozano, Teresa; Villegas-Otárola, Marcela; Morales-Castillo, Miguel; Figueroa-Leguizamón, Maryuri; Rosas-Martínez, Laura & Maldonado-Almirón, Claudia (2023). Trastorno del espectro autista: análisis cualitativo del conocimiento, estigma, apoyo social y calidad de vida en familias latinoamericanas [Autism spectrum disorder: Qualitative analysis of knowledge, stigma, social support and quality of life in Latin American families]. Revista de Investigaciones Científicas de la Universidad de Morón, 6(12), 31-46, https://doi.org/10.34073/310 [Accessed: December 30, 2024].
Akbarpour, Hossein; Sadegh, Mohammad & Nouri, Iraj (2024). Identifying factors affecting financial technology in small and medium businesses using grounded theory and structural equation model. The International Journal of Nonlinear Analysis and Application, 15(2), 165-172, https://doi.org/10.22075/ijnaa.2023.30137.4346 [Accessed: January 20, 2025].
American Psychological Association [APA] (2010). Ethical principles of psychology and code of conduct. Washington, DC: Department of Health, https://www.apa.org/ethics/code [Accessed: June 13, 2024].
Amoozesh, Nasrollah; Mohseni, Abdolreza & Ghasemi, Mostafa (2024). Modeling the determinants of spiritual capital in companies based on the grounded theory and structural equation modeling (SEM). International Journal of Nonlinear Analysis and Applications, 15(10), 131-141, https://doi.org/10.22075/IJNAA.2023.29793.4262 [Accessed: August 13, 2024].
Anguera, María Teresa (2008). Metodologías cualitativas: características, procesos y aplicaciones [Qualitative methodologies: Characteristics, processes and applications]. In Miguel Ángel Verdugo, Manuela Crespo, Marta Badía & Víctor Arias (Eds.), Metodología en la investigación sobre discapacidad. Introducción al uso de las ecuaciones estructurales [Methodology in disability research. Introduction to the use of structural equations] (pp.141-156). Salamanca: Publicaciones del INICO, https://gredos.usal.es/bitstream/handle/10366/82465/VI_SimposioCientificoSaid.pdf?sequence=1&isAllowed=y [Accessed: March 29, 2025].
Arrieta, Emilio José; Pérez, Oscar & Naranjo, Robin (2023). Conciliación paradigmática: la investigación holística [Paradigmatic reconciliation: Holistic research]. Revista Ensayos Pedagógigos, 18(1), 19-29, https://doi.org/10.15359/rep.18-1.1 [Accessed: May 15, 2024].
Bamberger, Michael (2012). Introduction to mixed methods in impact evaluation. New York, NY: InterAction & The Rockefeller Foundation, https://www.interaction.org/wp-content/uploads/2019/03/Mixed-Methods-in-Impact-Evaluation-English.pdf [Accessed: March 14, 2025].
Bastan, Mahdi; Zarei, Masoumeh; Tavakkoli-Moghaddam, Reza & Shakouri, Hamed (2022). A new technology acceptance model: A mixed-method of grounded theory and system dynamics. Kybernetes, 51(1), 1-30.
Bazeley, Pat (2011). Integrative analysis strategies for mixed data sources. American Behavioral Scientist, 56(6), 814-828.
Bazeley, Pat (2016). Mixed or merged? integration as the real challenge for mixed methods. Qualitative Research in Organizations and Management, 11(3), 189-194.
Bazeley, Pat (2018). Integrating analyses in mixed methods research. London: Sage.
Boomsma, Anne; Hoyle, Rick & Panter, Abigail (2015). The structural equation modeling research report. In Rick Hoyle (Ed.), Handbook of structural equation modeling (pp.341-360). New York, NY: The Guildford Press.
Cameron, Roslyn & Molina-Azorín, Jose (2011). The acceptance of mixed methods in business and management research. International Journal of Organizational Analysis, 19(3), 256-270.
Canales, Manuel (2002). Conversaciones para el entendimiento [Conversations for understanding]. In John Durston & Francisca Miranda (Eds.), Experiencias y metodología de la investigación participativa [Experiences and methodology of participatory research] (pp.33-40). Santiago: CEPAL, https://repositorio.cepal.org/server/api/core/bitstreams/ee76a4e1-bf36-48b2-942c-08ad81278c93/content [Accessed July 10, 2025].
CEFE International (2021). CEFE Panorama 2021. Review of the year. Experiences of the global CEFE network, https://cefe.net/pdfs/cefe-panorama-2021.pdf [Accessed: May 25, 2025]
Creamer, Elizabeth (2018). An introduction to fully integrated mixed methods research. Thousand Oaks, CA: Sage.
Creamer, Elizabeth (2022). Advancing grounded theory with mixed methods. New York, NY: Routledge.
Creswell, John & Plano-Clark, Vicki (2007). Designing and conducting mixed methods research. Los Angeles, CA: Sage.
Creswell, John; Klassen, Ann; Plano Clark, Vicki & Smith, Katherine (2011). Best practices for mixed methods research in the health sciences. Bethesda: Office of Behavioral and Social Sciences Research (OBSSR), National Institutes of Health (NIH), https://obssr.od.nih.gov/sites/obssr/files/Best_Practices_for_Mixed_Methods_Research.pdf [Accessed: June 30, 2025] .
Daher, Marianne (2015). Evaluación de programas sociales de intervención en pobreza: oportunidades y desafíos de integrar las dimensiones objetiva y subjetiva [Evaluation of social intervention programs in poverty: Opportunities and challenges of integrating objective and subjective dimensions]. PhD Thesis. Escuela de Psicología, Pontificia Universidad Católica de Chile, Santiago, Chile, https://rimisp.org/wp-content/files_mf/1439402568Tesis_Doctorado_MarianneDaherGray.pdf [Accessed: January 10, 2025].
Daher, Marianne; Jaramillo, Andrea & Rosati, Antonia (2018). A ser emprendedor se aprende: efectos técnicos y psicológicos de un programa de emprendimiento [Entrepreneurship can be learned: Technical and psychological effects of an entrepreneurship program]. Revista Interamericana de Psicología, 52(2), 211-224, https://doi.org/10.30849/rip/ijp.v52i2.393 [Accessed March 15, 2024].
Daher, Marianne; Jaramillo, Andrea & Rosati, Antonia (2020). Avances en la evaluación integral: aportes para programas sociales de intervención en pobreza [Advances in integral evaluation: contributions to social programs for overcoming poverty]. Revista de Estudios Sociales, 74, 84-98, https://doi.org/10.7440/res74.2020.07 [Accessed April 29, 2024].
Daher, Marianne; Rosati, Antonia; Campero, María José & Stevenson, Sofía (2025). Gender approach applied to qualitative research: Proposal for a methodological device. Unpublished Manuscript.
Daher, Marianne; Carré, David; Jaramillo, Andrea; Olivares, Himmbler & Tomicic, Alemka (2017). Experience and meaning in qualitative research: A conceptual review and a methodological device proposal. Forum Qualitative Sozialforschung / Forum: Qualitative Social Research, 18(3), Art. 9, https://doi.org/10.17169/fqs-18.3.2696 [Accessed July 20, 2024].
Dean-Coffey, Jara; Gwynn, Charon; Mertens, Donna & Ortiz Aragón, Alfredo (2022). Transforming research and evaluation. In Alonzo Plough (Ed.), Necessary conversations understanding racism as a barrier to achieving health equity (culture of health) (pp.171-185). Princeton, NJ: Oxford University Press.
Denzin, Norman K. (1970). Sociological methods: A source book. Chicago, IL: Aldine Publishing Company.
Durston, John & Miranda, Francisca (2002). Experiencias y metodología de la investigación participativa [Experiences and methodology of participatory research]. Santiago: CEPAL, https://repositorio.cepal.org/server/api/core/bitstreams/ee76a4e1-bf36-48b2-942c-08ad81278c93/content [Accessed July 10, 2025].
Elsheikh, Yousef (2011). A model for the adoption and implementation of web-based government services and applications. a study based in grounded theory validated by structural equation modelling analysis in a Jordanian context. PhD Thesis, School of Computing, Informatics and Media, University of Bradford, Bradford, West Yorkshire, England, https://bradscholars.brad.ac.uk/handle/10454/5378 [Accessed: July 22, 2024]
Fetters, Michael & Freshwater, Dawn (2015). The 1 + 1 = 3 integration challenge. Journal of Mixed Methods Research, 9(2), 115-117.
Fetters, Michael; Curry, Leslie & Creswell, John (2013). Achieving integration in mixed methods designs principles and practices. Health research and educational trust. Health Services Research, 48(6), 2134-2156.
Glaser, Barney G. & Strauss, Anselm L. (1967). The discovery of grounded theory: Strategies for qualitative research. New York, NY: Aldine de Gruyter.
Glaub, Matthias & Frese, Michael (2011). A critical review of the effects of entrepreneurship training in developing countries. Enterprise Development and Microfinance, 22(4), 335-353.
Global Monitor Entrepreneurship [GEM] (2023). GEM 2022/23 women's entrepreneurship report: Challenging bias and stereotypes. London: Global Entrepreneurship Research Association, https://kadingirisimci.gov.tr/media/ziheafe2/11-gem-2022-23-women-s-entrepreneurship-report.pdf [Accessed September 25, 2024]
Greene, Jennifer; Caracelli, Valerie & Graham, Wendy (1989). Toward a conceptual framework for mixed-method evaluation designs. Educational Evaluation and Policy Analysis, 11(3), 255-274.
Gutiérrez, Roger (2015). Investigación holística [Holistic research]. Mérida: Instituto Politécnico "Santiago Mariño".
Hassanzadeha, Seifolah; Kamyabib, Yahya; Khalilpoura, Mehdi & Ramezania, Javad (2023). The effect of tax incentives on tax collection in the comprehensive tax plan using grounded theory and structural equation model. International Journal of Nonlinear Analysis and Applications, 14(5), 113-120, https://doi.org/10.22075/ijnaa.2022.27266.3544 [Accessed: April 25, 2024].
Hoyle, Rick (2015a). Introduction and overview. In Rick Hoyle (Ed.). Handbook of structural equation modeling (pp.3-16). New York, NY: The Guildford Press.
Hoyle, Rick (2015b). Model specification in structural equation modeling. In Rick Hoyle (Ed.). Handbook of structural equation modeling (pp.126-144). New York, NJ: The Guildford Press.
Infante, Pedro; Rujano, Rauma & Sáez, Raquel (2011). Teoría fundamentada: una visión crítica [Grounded theory: A critical view]. Revista Trabajo Social, 13(1), 33-53. https://revistas.udea.edu.co/index.php/revistraso/article/view/24187/19764 [Accessed May 12, 2024]
Jamshidi, Nasrin; Ahmadi, Masoud & Farhadi, Ali (2024). Complexity of services and productivity in public organizations; model design and explanation by grounded theory and structural equations. International Journal of Nonlinear Analysis and Applications, 15(2), 71-86, https://doi.org/10.22075/ijnaa.2022.26119.3240 [Accessed April 5, 2024]
Johnson, Burke; Onwuegbuzie, Anthony & Turner, Lisa (2007). Toward a definition of mixed methods research. Journal of Mixed Methods Research, 1(2), 112-133.
Ke, Youan; Lu, Lin & Luo, Xiaochun (2023). Identification and formation mechanism of key elements of supply chain resilience: Exploration based on grounded theory and verification of SEM. PLoS ONE, 18(11), 1-30, https://doi.org/10.1371/journal.pone.0293741 [Accessed: June 7, 2024].
Khosravi Rad, Motahareh; Akbari, Ahmad; Karimi, Mohammad & Cherabin, Moslem (2023). Designing a model for the development of questioning skills in students based on the school environment using grounded theory and structural equation modeling. Journal of Adolescent and Youth Psychological Studies, 4(10), 54-65, https://doi.org/10.61838/kman.jayps.4.10.7
[Accessed June 12, 2024]
Knappertsbusch, Felix; Schreier, Margrit; Burzan, Nicole & Fielding, Nigel (2023). Innovative applications and future directions in mixed methods and multimethod social research. Forum Qualitative Sozialforschung / Forum: Qualitative Social Research, 24(1), Art. 22, https://doi.org/10.17169/fqs-24.1.401 [Accessed: June 5, 2025].
Leech, Nancy & Onwuegbuzie, Anthony (2009). A typology of mixed methods research designs. Quality & Quantity, 43, 265-275.
Lei, Pui-Wa & Wu, Qiong (2015). Estimation in structural equation modeling. In Rick Hoyle (Ed.). Handbook of structural equation modeling (pp.164-180). New York, NY: The Guildford Press.
Mahmoud, Seyyed; Babab, Amir & Salehi, Jamshid (2024). Identifying the factors affecting the job regeneration of employees in the social security organization using grounded theory and structural equation model. International Journal of Nonlinear Analysis and Applications,15(3), 211-220, https://doi.org//10.22075/ijnaa.2023.30101.4332 [Accessed: July 4, 2024].
Maragheh, Omid; Rouholamini, Mehdi & Nabavichashme, Ali (2024). Evaluating the impact of decision-makers and managers' characteristics on the export development of SMEs by grounded theory and structural equations approaches. International Journal of Nonlinear Analysis and Applications, 15(8), 135-147, https://doi.org//10.22075/ijnaa.2023.31041.4552 [Accessed: June 28, 2024].
Matsueda, Ross (2015). Key advances in the history of structural equation modeling. In Rick Hoyle (Ed.). Handbook of structural equation modeling (pp.17-42). New York, NY: The Guildford Press.
McConney, Andrew; Rudd, Andy & Ayres, Robert (2002). Getting to the bottom line: A method for synthesizing findings within mixed-method program evaluations. American Journal of Evaluation, 3(2), 121-140.
McKenzie, David & Woodruff, Christopher (2013). What are we learning from business training and entrepreneurship evaluations around the developing world?. The World Bank Research Observer, 29(1), 48-82.
Mertens, Donna (2018). Mixed methods design in evaluation. Thousand Oaks, CA: Sage.
Montero, Maritza (2006). Hacer para transformar: el método en la psicología comunitaria [Doing to transform: Method in community psychology]. Buenos Aires: Paidós.
Nadimi, Navid; Mansourifar, Fariborz; Shamsadini, Hamed & Soltaninejad, Mostafa (2024). How to outperform airport quality of service: Qualitative and quantitative data analysis extracted from airport passengers using grounded theory (GT) and structural equation modeling (SEM). Iranian Journal of Science and Technology, Transactions of Civil Engineering, 48(1), 483-496.
Nastasi, Bonnie; Hitchcock, John; Sarkar, Sreeroopa; Burkholder, Gary; Varjas, Kris & Jayasena, Asoka (2007). Mixed methods in intervention research: Theory to adaptation. Journal of Mixed Methods Research, 1(2), 164-182.
Nazari, Mehdi; Mehrmanesh, Hasan & Haghighat Monfared, Jalal (2021). Production resilience model in Iran, mixmethod study with using the grounded theory & structural equation modeling approach. Management Research in Iran, 24(4), 177-198.
Novello, Noemi (2023). Communities of scholars and mixed methods research: Relationships among fields and researchers. Forum Qualitative Sozialforschung / Forum: Qualitative Social Research, 24(1), Art. 19, https://doi.org/10.17169/fqs-24.1.4008 [Accessed: June 5, 2025].
Onwuegbuzie, Anthony (2022). Towards full(er) integration in mixed methods research: The role of canonical correlation analysis for integrating quantitative and qualitative data. Publicaciones, 52(2), 11–34, https://doi.org/10.30827/publicaciones.v52i2.27664 [Accessed: January 24, 2025].
Onwuegbuzie, Anthony & Johnson, Burke (2004). Mixed method and mixed model research. In Burke Johnson & Larry Christensen (Eds.), Educational research: quantitative, qualitative, and mixed approaches (pp.408-431). New York, NY: Sage.
Onwuegbuzie, Anthony & Johnson, Burke (2021). The Routledge reviewer's guide to mixed methods analysis. Abingdon: Routledge.
Ortiz, Manuel & Fernández-Pera, Montserrat (2018). Modelo de ecuaciones estructurales: una guía para ciencias médicas y ciencias de la salud [Structural equation modeling: A guide for medical sciences and health sciences]. Terapia Psicológica, 36(1), 47-53, https://doi.org/10.4067/s0718-48082017000300047 [Accessed: June 30, 2024].
Osterwalder, Alexander & Pigneur, Yves (2009). Business model generation. Amsterdam: Autoedition, https://www.camarabaq.org.co/wp-content/uploads/2020/11/Generacion-de-Modelos-de-Negocio-2010.en_.es_.pdf [Accessed: July 25, 2024]
Rallis, Sharon & Rossman, Gretchen (2003). Learning in the field. An introduction to qualitative research. Thousand Oaks, CA: Sage.
Rocco, Tonnete; Bliss, Linda; Gallagher, Suzanne; Perez-Prado, Aixa; Alacaci, Cengiz; Dwyer, Eric; Fine, Joice & Pappamihiel, Eleni (2003). The pragmatic and dialectical lenses: Two views of mixed methods use in education. In Abbas Tashakkori & Charles Teddlie (Eds.), Handbook of mixed methods in social and behavioural research (pp.595-615). London: Sage.
Samimi, Saeed; Badavar Nahandi, Younes & Mottaghi, Ali (2022). The convergence of the expectations between auditors and the users of financial statements: A multidimensional grounded theory and structural equation modeling. Iranian Journal of Accounting, Auditing and Finance, 6(3), 29-54, https://doi.org/10.22067/ijaaf.2022.42039 [Accessed: July 23, 2024].
Schoonenboom, Judith (2023). The fundamental difference between qualitative and quantitative data in mixed methods research. Forum Qualitative Sozialforschung / Forum:Qualitative Social Research, 24(1), Art. 11, https://doi.org/10.17169/fqs-24.1.3986 [Accessed: June 4, 2025].
Sendall, Marguerite; McCosker, Laura; Brodie, Alison; Hill, Melisa & Crane, Phil (2018). Participatory action research, mixed methods, and research teams: Learning from philosophically juxtaposed methodologies for optimal research outcomes. BMC Medical Research Methodology, 18(1), 1-6, https://doi.org/10.1186/s12874-018-0636-1 [Accessed: June 6, 2024].
Strauss, Anselm L. (1987). Qualitative analysis for social scientists. New York, NY: Cambridge University Press.
Strauss, Anselm L. & Corbin, Juliet M. (1990). Basics of qualitative research: Grounded theory procedures and techniques. London: Sage.
Strauss, Anselm L. & Corbin, Juliet M. (2002 [1990]). Bases de la investigación cualitativa: técnicas y procedimientos para desarrollar la teoría fundada [Basics of qualitative research: Techniques and procedures for developing grounded theory]. Medellín: Editorial Universidad de Antioquia.
Tarka, Piotr (2018). An overview of structural equation modeling: Its beginnings, historical development, usefulness and controversies in the social sciences. Quality & Quantity, 52, 313-354.
Tashakkori, Abbas; Johnson, Burke & Teddlie, Charles (2021). Foundations of mixed methods research: Integrating quantitative and qualitative approaches in the social and behavioural sciences. Thousand Oaks, CA: Sage.
Tayouri, Mansour; Hosseini, Seyed Jamal & Sabori, Mohammad (2023). The role of skill development in improving the performance of agricultural extension agents in Iran using structural equation modeling and grounded theory. Brazilian Journal of Biology, 83(1), 1-9, https://doi.org/10.1590/1519-6984.275161 [Accessed: May 10, 2024].
Verdugo, Miguel Ángel; Crespo, Manuela; Badía, Marta & Arias, Benito (2008). Metodología en la investigación sobre discapacidad. Introducción al uso de las ecuaciones estructurales [Methodology in disability research. Introduction to the use of structural equations]. Salamanca: Publicaciones del INICO, https://gredos.usal.es/bitstream/handle/10366/82465/VI_SimposioCientificoSaid.pdf?sequence=1&isAllowed=y [Accessed: March 29, 2025].
West, Stephen; Taylor, Aaron & Wu, Wei (2015). Model fit and model selection in structural equation modeling. In Rick Hoyle (Ed.). Handbook of structural equation modeling (pp.209-231). New York. NY: The Guildford Press.
Zhu, Junqi; Gu, Mengdi; Yang, Li; Xun, Shoukui; Wan, Ming & Li, Jie (2023). Academic adaptation of international students in China: Evidence from the grounded theory and structure equation model. Sustainability, 15(1), 1-22, https://doi.org/10.3390/su15010692 [Accessed: May 11, 2024].
Downloads
Veröffentlicht
Zitationsvorschlag
Ausgabe
Rubrik
Lizenz
Copyright (c) 2025 Marianne Daher, Antonia Rosati, Alemka Tomicic, Esteban Hurtado
Dieses Werk steht unter der Lizenz Creative Commons Namensnennung 4.0 International.
