How to use observation method

This post aims to explain how to use observation or related methods such as ethnography in social research. Hence the post is divided in three sections. First one aims to answer what does this method mean and come from, second one, what does it make observation different from other methods as in-depth interview or focus group and last but not least what a researcher is supposed to observe in such studies.

1. What is the observation method and what does it come from?

Whenever your research question deals with people behavior an obvious form to understand it is just watch how they behave. This is essentially what observation and ethnography are all about, a systematically observation of people behavior.  Although there are differences between them (Atkinson and Hammersley, 1998) both observation and ethnography will be treated as equivalent techniques in this and following posts.

It is important to add that both are originally rooted into social science. It was a polish anthropologist, Bronisław Malinowski, who first applied it, at the beginning of XX century, what is considered the oldest qualitative method. By mean this method; he conducted several fieldworks in order to analyze patterns of exchange in aboriginal communities, mainly in Africa and Australia. It was also Chicago School of social research that first encouraged its students to study by observation the constantly changing social phenomena of Chicago in the 1920´s and 1930´s.280px-Bronisław_Malinowski_among_Trobriand_tribe_3

Its importance has considerably grown over the last decades as a way to understand buying process. Observing customers both in naturally occurring actions like in a shop, bar or at home is now a common method in market research industry. On the other hand, with the advent of Internet, such techniques as online ethnography (Martinez and Rodríguez, 2008) or nethnography (Kozinets, 2002), among other; are already an essential part of today’s market research. On top of that, emergence of new social media such as twitter or Facebook give way to a new way to understand purchase and consumption decision. Besides pursuing conventional advertising, consumers are using Facebook groups, blogs, chat rooms, email, twitters to share ideas, build community and contact fellow consumers who are seem as more objective information source. Actually, several studies have confirmed that in the “buyer´s decision journey”, traditional marketing communications just aren´t relevant, or such as an article in Harvard Business journal has recently suggested, “Marketing is dead” (2012) Although this assertion may be seen as controversial, the truth is that every researcher shouldn´t nowadays underestimate the importance of new social media to gather market information. Such as the sociologist Manuel Castells sustained, we don´t live in a virtual reality but in a real virtually. Finally, despite the distance in time between first studies on aboriginal communities and current online studies, as well as between the different varieties that have emerged throughout the time, the essence is still the same, understanding human existence by mean observing people.

2. What makes observation method different

The development of observation and ethnography may strongly depend on the variety applied. How far observation is revealed to those who are observed, how far researcher participates or how systematic the collection of data is, gives way to the different varieties to be applied. Regardless such differences that may be looked up in the references, this post aims to highlight the essentials of a good observation.

  1. Case study design. One shop, one office, one street or restaurant; observation is commonly applied in a specific case, always giving more importance to the depth of analysis than to how representative this case is.
  2. Location in place and time of everyday life (Flick, 2009)
  3. Interpretation and understanding. Although the information might be systematically collected by a “off-the-shelf” coding schedule (Lewis et al, 2009), usually called structured observation, the truth is that it is commonly applied as a method to interpret rather than quantifying people behavior.
  4. Besides the competencies of speaking and listening used in interviews, observing is another everyday skill that is relevant for qualitative studies. Almost all sense; seeing, hearing, feeling and smelling are required for a good observation.
  5. Interest in human meaning and interaction. In social sciences we cannot hope to adequately explain the behavior of social actors unless we at least try to understand their meanings. Remember the meaning of DC Metro for passer-by during rush hour on the Washington post´s violinist experiment.
  6. Flexible, opportunistic and open ended inquiries (Flick, 2009) are an essential part of observation, except for the varieties that don´t require the researcher participant where there is no interaction with actors and consequently no question is formulated (non-participant observation)

3. What to observe

Before moving on to the proper observation, researcher should have previously selected the setting (where and when) as well as the actions to be documented (e.g. buying process) and a carefully description of the field, concentrating on aspects relevant to research question. Subsequently, researcher or observers hired for such reason will start the fieldwork, i.e. the observation properly. Now the question is what to observe in the observation process? The dimensions to be observed may vary from more structured to less structured observations. However, according to Spradley, social situations generally may be described along nine dimensions for observational purposes.

1. Space: the physical place or places.

2. Actors: the people involved.

3. Activity: a set of related acts people do. Who originates actions? How often? Which consequences with? For whom such consequences are?.

4. Object: the physical things that are present.

5. Act: single actions that people do.

6. Event: a set of related activities that people carry out.

7. Time: the sequencing that takes place over time.

8. Goal: the things people are trying to accomplish.

9. Feeling: the emotions felt and expressed.

On the other hand the more structured observations normally use a so called “off-the-shelf” coding schedule (Lewis et al, 2009). What is it? It is a number of questions to be tested during the observation time. For instances, the bellow table shows the items tested by a group or observers in a study that aimed to measure a fastfoodchain service quality:


Reference list

Atkinson, P., & Hammersley, M. (1994). Ethnography and participant observation. Handbook of qualitative research, 1, 248-261. In Flick, U. (2009). An introduction to qualitative research. Sage Publications Limited

Castells, Manuel (2012) Interview on BBC: “Viewpoint: Manuel Castells on the rise of alternative economic cultures” Retrieved from

Flick, U. (2009). An introduction to qualitative research. Sage Publications Limited

Kozinets, R. V. (2002). The field behind the screen: using netnography for marketing research in online communities. Journal of marketing research, 61-72. In Lewis, Philip, Mark NK Saunders, and Adrian Thornhill. Research methods for business students. Pearson, 2009.

Lee, B. (2012). Marketing Is Dead. HBR Blog Network. Harvard Business.

Lewis, Philip, Mark NK Saunders, and Adrian Thornhill. Research methods for business students. Pearson, 2009.

Martínez, P., & Rodríguez, P. M. (2008). Cualitativa-mente. ESIC Editorial.

Spradley, J. P. (1979). The ethnographic interview. In Flick, U. (2009). An introduction to qualitative researchSage Publications Limited

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