Research Ideas and Outcomes :
Research Article
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Corresponding author: Isabel Steinhardt (steinhardt@posteo.de)
Academic editor: Tamara Heck
Received: 10 May 2022 | Accepted: 18 Aug 2022 | Published: 17 Nov 2022
© 2022 Isabel Steinhardt, Felicitas Kruschick
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Steinhardt I, Kruschick F (2022) Knowledge Equity and Open Science in qualitative research – Practical research considerations. Research Ideas and Outcomes 8: e86387. https://doi.org/10.3897/rio.8.e86387
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How can Knowledge In/Equity be addressed in qualitative research by taking the idea of Open Science into account? Two projects from the Open Science Fellows Programme by Wikimedia Deutschland will be used to illustrate how Open Science practices can succeed in qualitative research, thereby reducing In/Equity. In this context, In/Equity is considered as a fair and equal representation of people, their knowledge and insights and comprehends questions about how epistemic, structural, institutional and personal biases generate and shape knowledge as guidance. Three questions guide this approach: firstly, what do we understand by In/Equity in the context of knowledge production in these projects? Secondly, who will be involved in knowledge generation and to what extent will they be valued or unvalued? Thirdly, how can data be made accessible for re-use to enable true participation and sharing?
Open Science, Knowledge Equity, Qualitative Methods
Transparency and intersubjective comprehensibility as well as reflexivity are central quality characteristics of qualitative research (
"Yet, ‘open science’ has a long history, and is arguably a good match for many of the principles that are central to qualitative research methodologies, e.g. the co-production and thus also co-ownership of data, and the need to reflect on power hierarchies and equality in access to science, not least to be able to quality assure the robustness and validity of scientific findings.” (
In Germany, however, Open Science Practices are rarely common in qualitative educational and social sciences research (
Open Science is a movement calling for the democratisation and decolonisation of research by interacting openly, collaboratively and inclusively (
"At its heart, Open Science seeks to bring about a re-evaluation of the role of science in our rapidly changing world. It critiques the status quo of knowledge production by asserting the importance of democratising knowledge, by reassessing the power relations in our knowledge infrastructure, and by arguing that scientific knowledge needs to be managed in collaboration with those who help generate it and will benefit from it.”
In this context, the development of qualitative methods under the heading of research ethics has long been concerned with questions such as: "How do researchers perceive their responsibility as scientists? How do they shape their relationships with the people and institutions they study? How do they handle the data they collect? What information do they disclose about themselves and their research?" (
A Pioneer in this field is Wikimedia as they write about Knowledge Equity in their 2017 movement strategy (see also Schoch & Kruschick in this volume):
"We will create a culture of hospitality where contributing is enjoyable and rewarding. We will support anyone who wants to contribute in good faith. We will practice respectful collaboration and healthy debate. We will welcome people into our movement from a wide variety of backgrounds, across language, geography, ethnicity, income, education, gender identity, sexual orientation, religion, age, and more. The definition of community will include the many roles we play to advance free and open knowledge, from editors to donors, to organizers, and beyond.“ (
Taking these aspects of Knowledge Equity seriously, three central questions arise. Firstly, what do we understand by In/Equity in the context of knowledge production? For us, equity is, first and foremost, a principle of order and distribution which, due to its highly normative character, is to be seen as a dynamic, never-ending process. Political, social or economical equity, as well as intergenerational and international equity and equity for marginalised groups or between genders, must constantly deal with the question of what constitutes In/Equity and what it requires and adapt the ordering and distribution mechanisms (
Secondly, who will be involved in knowledge generation and to what extent will they be valued or not? For example,
"Collaboration in scientific knowledge production has been historically dominated and driven by hegemonic (Northern) countries, while non-hegemonic countries tend to take on secondary roles. Nonetheless, the growing discourse on Open Science provides the opportunity to reflect critically on the roles and outcomes of collaborative knowledge creation in Global South contexts." (
Knowledge In/Equity thus ties in with the same idesas that
Thirdly, how data can be made accessible for re-use with the aim: “An equitable global knowledge commons strives to go beyond the access barrier and enables true participation and sharing” (
If Knowledge In/Equity is to be considered in qualitative educational and social science research, equity in the research process, access to knowledge and the transfer of knowledge and data back to society and research participants must be considered accordingly.
How this could be possible is illustrated by two examples from the Open Science Fellows Programme by Wikimedia Deutschland (https://en.wikiversity.org/wiki/Wikimedia_Deutschland/Open_Science_Fellows_Program, see also the editorial of this volume). The first example is about how hermeneutic interpretation can be designed in an open way and how the participants, in this case interviewees, can be involved in the process. The second example is about research on inclusive education in North-South relations and focuses on epistemic, structural and institutional biases, which further leads to the need of reflecting power relationships and equity in the research process. Both projects are dealing with the question of Knowledge In/Equity, but while the first project will give insights into practical considerations during the process of data interpretation, the second project will analyse the contextual factors, in which knowledge is produced.
The two examples are first presented separately, then in relationship to each other and finally concluded with practical research considerations.
The projects presented are both situated in the field of qualitative social and educational research and deal, amongst other things, with the question of how knowledge production and transfer to the respective communities can be made more open and equitable. The focus on power imbalances was particularly guiding for the research.
The first project was conducted by Isabel Steinhardt in the 2017/2018 cohort of the Open Science Fellows Programme. The aim of the project was to test whether it is possible to interpret interviews online collaboratively with the method habitus-hermeneutic (
"... systems of durable, transposable dispositions, structured structures predisposed to function as structuring structures, that is as principles of generation and structuring of practices and representations which can be objectively ‘regulated’ and ‘regular’ without in any way being the product of obedience to rules, objectively adapted to their goals without presupposing a conscious aiming at ends or an express mastery of the operations necessary to attain them and, being all this, collectively orchestrated without being the product of the orchestrating action of a conductor."
Habitus-hermeneutic is conducted as sequence analysis, i.e. individual text passages are analysed one after the other without knowing the entire material. The sequence analysis serves to open up the data, to generate ad-hoc hypotheses and to find first traces of habitus patterns of the interviewee. The ad hoc-hypotheses and traces are validated in the further analysis of the material (
In the KolloIn-project, Isabel Steinhardt conducted narrative interviews (
So how was this imbalance dealt with in the KolloIn-project? Firstly, she reflected on the research situation concerning ascribed (power) positions. Since students were interviewed and she already held a doctoral degree at that time, there was a power imbalance, solely from the attribution of symbolic capital. As
Secondly, she reflected on her own pre-concepts (
In order to reduce the power and information gap, she wrote blog posts in which the method was explained and the research project including the pre-concepts were described. Contrary to common methodological recommendations, she disclosed the goal of the study and the research questions. This was also accompanied by letting the interviewees consciously decide how they wanted to deal with a possible taboo topic and, thus, decide for themselves in which context they placed their own social positioning. Especially research on social inequality has to be openly addressed to avoid unconsciously transporting stereotypes.
In the research process, it became apparent that the disclosure of pre-concepts led to an intensive pre-occupation with the topic and, thus, made very in-depth interviews possible. The interviewees repeatedly referred to the blog posts as references. This could be seen as influencing. However, the analysis showed that this rather led to a clear positioning about values, norms and action patterns. In summary, the interviews were more dense and more meaningful as a result.
As positive as the disclosure was for the density of the interviews, the power imbalance in terms of positioning within the field of higher education became even more apparent. Therefore, she decided to have students conducting further interviews in the research project. The students were part of a project-based seminar and were trained by Isabel Steinhardt in how to conduct interviews (for a detailed description of the seminar, see Steinhardt 2020). This achieved an equity between interviewers and interviewees in terms of positioning in the field. This does not eliminate the unnatural situation of an interview, but it does reduce the power imbalance somewhat.
In addition to the interview situation, she also had to reflect on the analysis situation. The aim of the project was to develop a simple tool to make hermeneutic interpretation possible online. For this purpose, the tool Semantic CorA, based on the open-source software MediaWiki, was made usable for interpreting transcripts with objective hermeneutic (
The tool was advertised via Twitter, a mailing list on qualitative methods, a qualitative social science research network and via personal contacts. A total of 26 people logged into the tool, eight of whom also provided an interpretation on one of the eight sequences posted. Five of the eight participating people described themselves as female, two as male and one person did not provide any information. All participants were researchers working on their PhDs, with only one person having already completed his/her PhD. The participants were between 29 and 51 years old.
The development and use of the KolloIn tool were a trial to see if knowledge generation, i.e. hermeneutic interpretation, is possible online. It was a short trial over a few weeks that showed that it is possible to interpret online as the interpretations were dense and helpful. However, it also became apparent that mainly people who are researchers themselves participated, since a previous understanding was needed in order to understand the hermeneutic procedure that was depicted in KolloIn. Here, the aspect of equity was not redeemed, since it was not possible for everyone to contribute to the production of knowledge. This would require a different experimental design.
Access to the generated knowledge was made possible in the KolloIn-project in two ways: Firstly, in the sense of "participant feedback" (
"By sharing your interpretations of participants’ viewpoints with the participants and other members of the group, you may clear up areas of miscommunication. Do the people being studied agree with what you have said about them? While this strategy is not perfect because some participants may attempt to put on a good face, useful information is frequently obtained and inaccuracies are often identified." (
In the KolloIn-project, the interviewees were invited to review and comment on the interpretations. However, they did not take this opportunity. Isabel Steinhardt also sent the interpretations by e-mail but got no feedback. Her explanation for why participant feedback did not work has been that participant feedback was formulated as an offer, but not as part of the interview process. In order to receive participant feedback, she assumed, it must already be formulated as part of the invitation to participate in the interview.
Secondly, the results were published as open access publications (
The KolloIn-project was designed to make the conducted data and the developed tool available for re-use. The tool is, as described, a wiki and is based on open source software. Since the version of the wiki is now outdated, the instruction for rebuilding has been deleted. Unfortunately, Isabel Steinhardt currently has no capacity to update the wiki.
To enable the re-use of the data, the aim of re-use was already pointed out when the interviewees were recruited. None of the interviewees cancelled the interview after being informed about the aim of data re-use. On the contrary, there was a very high level of acceptance for re-use. In order to make the re-use possible, a declaration of consent was obtained that complied with the provisions of General Data Protection Regulation (GDPR) and contained the passage that the interviews could be made accessible via a research data repository. For this purpose, the transcripts were anonymised, contextualised in a comprehensive data report and made available under a CC-BY licence (
The second project we are presenting in this paper is based on the dissertation project of Felicitas Kruschick. Within the dissertation project, she is researching the understanding(s) of inclusive education in a rural area in Ghana using the ethnographic research paradigm (
As we will explain in the following chapter (2.2.1.), the theoretical concepts of inclusion and inclusive education are highly problematic on an international level, because of hierarchical dynamics and the geopolitical location of accumulated knowledge. On behalf of the idea of Open Science, we, therefore, understand the research basis of this project as problematic and state, that doing research on inclusive education in North-South relations is complex and exclusionary. After deriving the theoretical concepts in an international context, two different aspects are highlighted that are of interest for the question of what makes research inclusive or exclusive (2.2.2.): Access to knowledge and science communication.
Felicitas Kruschick carried out the project 'From West to the Rest? Knowledge In/Equity in the Context of International Inclusion Research' in the Fellows Programme Year 2020/2021 and analysed to what extent those issues - Knowledge In/Equity and power - can be dealt with using the principles of Open Science.
The concept of inclusive education is raised nationally and internationally as a panacea that reveals new possibilities for participation, involvement and raising awareness while seeking to minimise exclusion, stigmatisation and discrimination. Based on international adoptions, such as the UN-Convention on the Rights of Persons with Disabilities, adopted in 2006 (
At the same time, the global relevance of the concept of inclusive education, according to Artiles and Dyson (2005), is due to globalisation dynamics. Inclusive education is, thus, both an "outcome of global economic trends and itself an instrument of the globalisation of educational policy and ideology" (
The concept of inclusion and related developments and discourses continue to be rooted in "resource-rich model[s] of support provision in high income countries for learners" (
The negotiation of inclusive education in North-South relations is based on an exclusive understanding and an exclusionary attitude that works in favour of 'high income countries' (
Equity in the research process
According to
In the context of inclusion research in North-South relations, equity in the research process is already endangered by the epistemic basis on which such a research project is built. The "epistemic monoculture" (
In the context of inclusion research in North-South relations, we advocate that the question of equity must, therefore, already be introduced before the first practical research steps in the research process. It is important to become aware of the epistemic grounding and the associated implications and to integrate these into the research design. These aspects play a significant role in both data collection and data analysis, as well as in writing the theoretical framework, if one wants to create a research situation that is as equal as possible. The research process must, therefore, be strongly reflexive and seek to reveal the pre-concepts (
Of course, other practical decisions in the research process play an important role when it comes to equity in research. For example, it needs to be asked to what extent the research field must and can be informed about the research project when linguistic communication is difficult and the understanding of knowledge and science varies. What does informed consent mean, for example, in the research context of North-South relations and to what extent can and must it be implemented (
This is also evident in the analyses of disability, inclusion and inclusive education in Ghana (
Access to knowledge
We highlight exclusion dynamics in the context of inclusion research in North-South relations on two levels: on the one hand, the level of knowledge generation, as we explained in the previous sub-chapter against the background of equal cooperation in the research process. On the other hand, exclusion dynamics that lie at the level of knowledge distribution, which will be discussed in the following paragraph.
Without a basic understanding of knowledge as an epistemic and structural construct, (inclusion) research in North-South relations regarding knowledge generation runs the risk of reproducing its own understanding of knowledge and inclusive education. In this way, Eurocentric perspectives are perpetuated, which leads to knowledge being classified and ordered in a certain way.
In order to be able to understand this arrangement/sorting, we need to have a look at the discourse on inclusive education in North-South relations under the following approaches to reflection: Who navigates, how, why and on what basis through the inclusive education discourse? To what extent can this navigation be described as a/symmetrical in nature? How are these a/symmetrical dynamics and structures maintained? What understanding of inequity/equity resonates at the same time in answering the preceding questions? All these questions aim to reveal the power relationships in which access to knowledge is embedded. As knowledge forces us to realise that all access to knowledge remains bound up in power relationships, as Faulstich (2011) points out, it is important to always also reflect on what is meant by ‘knowledge itself is power’ (proverb by Sir Francis Bacon) (
In the context of inclusion research in North-South relations, we assume, as
Science communication
In order to open up the constitution of inclusion research in North-South relations towards more participation in knowledge and Knowledge In/Equity, the project on the understanding of inclusive education in a rural area in Ghana is pursuing the implementation of Open Science. To gain more participation, we advocate that first and foremost the research process and the problems identified must be discussed widely, with and before a heterogeneous audience. The communication about science with others is about becoming aware of our own prejudices and stereotypes, our own limited perspectives and trying to minimise them. For us, this is one essential criterion of conducting inclusive and transparent research, because, only by opening up our own research ideas, other perspectives and irritating moments become possible to enrich our research design.
As the discussion about making qualitative data public is a controversial issue in social and educational research topics (
Science communication is not only about making the final product accessible, such as the dissertation publication in open access format. Rather, it is also about discussing the extent to which knowledge can be prepared and made available in an accessible manner in the sense of Open Methodology, Open Data and Open Access principles to increase the reusability of the research data via science communication.
In Germany, a great deal of scepticism about Open Science in qualitative educational and social science research (still) exists. One could state that Open Science negotiations focus on aspects such as reproducibility, replication and significance. However, these aspects are less relevant for qualitative research. In our contribution, we, therefore, focus on aspects of Open Science that have great relevance for educational and social qualitative research, such as transparency, intersubjective comprehensibility, pre-concepts and the involvement of research participants. Taking these aspects into account, the great relevance of Open Science also becomes apparent for qualitative research.
In the examination of In/Equity in our projects, we also dealt with posibilities to reduce injustice and the assumption of responsibility in the research process when it comes to the production and re-use of knowledge. We formulated questions such as: in what context is research conducted? By what is knowledge generation and science defined? What does research and the accumulation of knowledge actually mean? What kind of responsibility does it entail?
The focus is on ethical questions associated with the research process. We have presented three aspects in our contribution using two examples: Equity in the research process, access to knowledge and re-use of data. By comparing the research processes from the two projects, we draw five overarching conclusions:
With this article, we would like to contribute to the discussion on qualitative methods and Open Science practices and to focus on the question of Knowledge Equity. We are well aware that our assumptions of research cannot be transferred one-to-one to other research areas. However, we hope that, with this contribution, we can provide stimuli for thinking about Knowledge In/Equity. Reflecting on preconceptions and power inequalities is relevant for all forms and fields of qualitative research.
We also know that the question of Knowledge In/Equity should not only focus on how respondents are treated, but also on who is doing research in the first place and how the science system promotes Knowledge In/Equity. It is hardly possible to include both in one article. And yet, in the end, we would like to point out that we had the privilege of being given the freedom to deal with these questions through the fellowship. We were freed for a short time from the otherwise prevailing pressures of the science system (including competition, publication pressure or third-party funding quotas) in the discussion of Open Science and, in our case, Knowledge In/Equity. This kind of freedom is needed much more often in science.
The publication of this article was kindly supported by RIO. We would like to thank RIO and Wikimedia Deutschland for enabling this collection.
The introduced project by Isabel Steinhardt was funded by the Open Science Fellows Programme by Wikimedia Deutschland, Stifterverband and Volkswagenstiftung.
The introduced project by Felicitas Kruschick was funded by the Open Science Fellows Programme by Wikimedia Deutschland.