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Cit a t io
on:
Montague, A 2012, 'Adult learning and the compilation and retrieval of data - a practical
system for qualitative researchers', Qualitative Research Journal (QRJ), vol. 12, no. 1, pp.
17-31.
See t h is record in
i t he RMII T Researcch Reposit ory at :
http://researchbank.rmit.edu.au/view/rmit:15577
Version
n: Accepted Manuscript
Copyri ght St at em
m ent : © Emerald Group Publishing Limited
Link t o Published
d Version:
http://dx.doi.org/10.1108/14439881211222705
PLEASE DO NOT REMOVE THIS PAGE
ADULT LEARNING AND THE COMPILATION AND RETRIEVAL OF DATA – A
PRACTICAL SYSTEM FOR QUALITATIVE RESEARCHERS
Alan Montague
Abstract
This paper outlines a process that to assist adult learners and researchers to capture, streamline and
retrieve data for the analysis of content from various resources of information encountered in research.
The system is described including a rationale for its benefit to qualitative researchers utilising multiple
sources of data. The system is designed mainly to assist the academic expedition of postgraduate students
predominantly engaged in qualitative research. It covers theoretical aspects of adult learning principles
combined with a systematic method for managing qualitative data. Working from the assumption that
adult learners are time-poor and likely to be working full-time, this study discusses these learners’ need
for an efficient method of recording and retrieving information and provide and provide a straightforward,
cataloguing process which the author developed when conducting postgraduate research.
Key words:
Qualitative research, adult learners, compiling, retrieving and organising research data, grounded theory,
Word Count:
4697 (excluding tables)
Introduction
This article is based on my experience as a time-poor adult learner. It is underpinned by theories
concerning adult learning principles, including Knowles’s (1970) ideas on andragogy and Hase and
Kenyon’s (2000) on heutagogy, as well as commentary by Delahaye (2005) and others. My experience as
a postgraduate, qualitative researcher induced me to develop an effective individual retrieval system
which I used at both masters and doctoral postgraduate levels and which I continue to draw on years later
for multiple academic purposes.
As an adult learner I needed to discover and know more in my field as well as focus to a greater degree on
material relevant to my vocational and personal aspirations. For others, vocational and personal
aspirations may not be relevant. However, for my purposes, I needed to be highly organised in compiling
a considerable array of data in such a way that I could easily retrieve it both for academic and vocational
use.
1
While the article’s focus is on assisting postgraduate students, the method also has wider application for
persons compiling data for an array of purposes. The data retrieval system could also be very useful for a
wide array of people in numerous occupations.
Rationale
The type of data recorded in my research using the process that is described below drew together an
extensive array of comparative material: this included journal publications, newspaper articles, reports,
websites, public speeches, public radio broadcasts, government memoranda, Hansard (which is the
recording of politician s in Australian parliaments), and case study informant interviews. The data also
included information presented informally to me as a ‘trusted’ person working in the field as a participant
observer. The task I was confronted with was to record and categorise this disparate data in various
computer-based and hard-copy forms, and then to access and use it in other forms as I later needed, both
for the purposes of postgraduate research and my job. These two aspects often typify the needs of adult
learners (Knowles 1970).
The system outlined below aims to assist the process of refining data that supports the gathering of
comprehensive information relevant to a broad area of research. The system covers not only the need to
record and categorise a broad range of data but also a process for discounting information at a later stage
as knowledge grows and it is considered to be less relevant to the area of inquiry, or of limited
importance. Establishing the worth of research data is an unavoidable aspect of post-graduate study
particularly since often, while the field of inquiry may be clearly identified, the breadth or scope of the
topic of inquiry may not be clear to a student at the start of research. This is often the case.
Characteristics of Adult Learners
According to Knowles (1970, 1990), adult learners are self-directed and responsible for their learning
decisions. Knowles (1970) coins the term andragogy to describe this self-direction.
Andragogy is term that describes about how adults learn. The term is linked to a German grammar
teacher Alexander Kapp (Knowles, Holton, and Swanson 1998). Kapp used the term to explain Plato’s
2
theory on education theory (Knowles, Holton, and Swanson 1998). In 1921 andragogy reappeared as a
term when a social scientist named Eugen Rosenstock, also from Germany, claimed that ‘adult education
required special teachers, special methods, and a special philosophy’ (Knowles, Holton, and Swanson
1998, 59). Discussion of andragogy continued in adult education from what was known then known as
Yugoslavia. Dusan Savicevic, Ph.D., first discussed the concept in the United States with Knowles in
1968 (Knowles 1989, p.79, Hall of Fame 2008). This had significant impact on Knowles.
'… in 1967 I had an experience that made it all come together. A Yugoslavian adult educator, Dusan
Savicevic, participated in a summer session I was conducting at Boston University. At the end of it he came
up to me with his eyes sparkling and said, 'Malcolm, you are preaching and practicing andragogy.' I replied,
'Whatagogy?' because I had never heard the term before. He explained that the term had been coined by a
teacher in a German grammar school, Alexander Kapp, in 1833 … The term lay fallow until it was once
more introduced by a German social scientist, Eugen Rosenstock, in 1921, but it did not receive general
recognition. Then in 1957 a German teacher, Franz Poggeler, published a book, Introduction into
Andragogy: Basic issues in Adult Education, and this term was then picked up by adult educators in
Germany, Austria, the Netherlands, and Yugoslavia …' (Knowles 1989, p. 79).
Malcolm Knowles having learnt of the term andragogy, and it is reasonable to assume that he was
comprehensively influenced if not encouraged by Savicevic, in 1968 used it in an article – “Adult
Leadership,” as indicated in the following quotation where Knowles (1970) acknowledges the influence
stemming from “Yugoslavia” and Germany. From 1968 Knowles is well identified as the major expert on
andragogy along with others such as Brookfield (1986), Mezirow (1991), Lawler (1991) Savicevic (1991)
and Merriam (1999). Each of these theorists was active from an academic perspective in promoting the
concept to improve adult learning.
Skillful adult learners have known for a long time that they cannot teach adults as children have
been taught. For adults a re almost always voluntary learners, and they simply disappear from
learning experiences that don’t satisfy them. So the practice of adult education has in fact been
departing form traditional pedagogical practices for some time. And often this deviation has been
accompanied by misgivings and guilt feelings over the violation of long established standards, for
adult educators have not had a coherent theory to justify their treating adults as adults.
This lack is now on the way to being remedied. For adult-education theorists in both Europe and
(especially in Germany and Yugoslavia) and in North America are rapidly developing a distinctive
theory of adult learning. And from this theory is evolving a new technology for the education of
adults. To distinguish it from pedagogy this new technology is being given a new name:
“andragogy,” which is based on the Greek word anēr (with the stem andr-) meaning “man.”
Andragogy is, therefore, the art and science of helping adults learn (Knowles 1970, p.38).
3
Often adult learners are familiar with an area they feel may be relevant to them but investing time in
learning is generally a measure they consider carefully (Rogers 1969). The desire to develop and acquire
new perspectives and viewpoints in greater depth is linked to a selective appreciation of why people need
to learn and how they may wish to apply the knowledge and potential benefits derived from research.
Such benefits may entail career moves, improved performance or just the basic desire to learn.
To Knowles (1999), adult learners contrast and compare theories rather than blindly accept such ideas,
and they also try to draw conclusions from juxtaposing theory and practical experience. Observations of
what is actually happening, and comparing these with academic commentary within the area of inquiry,
are a hallmark of successful adult learning (Knowles 1970).
More recently, Hase and Kenyon (2000) discuss aspects of adult learning. They refer to the process of
‘self-determined learning’ as heutagogy: ‘a heutagogical approach recognises the need to be flexible in
the learning where the teacher provides resources but the learner designs the actual course she or he might
take by negotiating the learning’ (Hase and Kenyon 2000, p. 6). Their approach goes beyond Knowles’s
(1970) model of andragogy. For Hase and Kenyon, a key principle of adult learning is the desire both to
have control over the experience and develop expertise whether that pertains to the learner’s life or work:
Thus learners might read around critical issues or questions and determine what is of interest and
relevance to them and then negotiate further reading and assessment tasks. With respect to the
latter, assessment becomes more of a learning experience rather than a means to measure
attainment (Hase and Kenyon 2000, p. 6).
In Hase and Kenyon’s view, a heutagogic style of learning (and teaching) is more appropriate to the
requirements of the twenty-first century, particularly when the aim is to increase individual capability
(2000). This is a salient point, given the internet has made available a vast range of information, a
resource which requires the concomitant ability to access and manipulate data at a new level. The
increasing array of resources available with the internet/knowledge revolution (Google, iPads, podcasts,
blogs, twitter, blackberries, Facebook, e-journals) and other technological advances are changing research
paradigms and putting new demands on adult learners to be more efficient in their research.
4
From a postgraduate research perspective, a heutagogic approach to teaching and learning encourages
self-determined learning beyond the reality offered by most universities today (Hase and Kenyon 2000).
It is these needs the proposed system aims to meet.
Relevance of a Data Retrieval System
Learners need to be able to access, record, understand, retrieve and engage in useful discussion about
what they learn within their field(s) of inquiry. Postgraduate research, particularly qualitative research, is
always pushing new boundaries fuelled by information hungry learners. In this context, such researchers
need a fast and reliable and efficient system which saves potentially useful data and allows the retrieval of
information for a range of uses and perhaps access component of the data some years later.
A speedy and comprehensive data retrieval system is relevant not only to time-poor adult learners but
more broadly to organisations, including those of higher learning. As Nonaka (1994) notes, organisations
depend on individuals and their knowledge base. Furthermore, ‘Without some form of shared experience,
it is extremely difficult for people to share each others thinking processes’ (Nonaka 1994, p. 6). Delahaye
extends this concept: ‘governments, academics and managers are now recognising the unique and critical
contribution that staff—and the vast majority of these staff are adults—make to the continued viability of
organisations, societies, communities and the nation’ (2005, p. 5).
In addition, as workforces age, organisations come to rely on the knowledge of mature age workers;
however, for organisations to sustain their position and develop, it is important to establish ways of
transferring this knowledge base to younger employees (Delahaye 2005). An individual computer (soft
files) and filing system (hard files) retrieval system, which allows people to assemble information—such
as a thesis, report, essay or presentation—and then selectively analyse and synthesise information, can
cohere a body of knowledge in a particular field of inquiry. Put another way, the synthesis of data
requires systematic processes to boost learning. Managing data in the first instance is important since this
underpins its retrieval for later use enabling selective reassembling and synthesising information for a
range of purposes.
5
Drawing on his former work with Choy (Choy and Delahaye 2003), Delahaye (2005) suggests adult
learners differ from younger learners in that adult learners want control over what they consider they need
to learn and how to distil meaning. This reflects the views of Hase and Kenyon (2000) who consider that
sophisticated adult learning—heutagogy—takes place when the learner is totally immersed and interested
in their field and uses discussions with academic supervisors, contacts with people when working or
researching in the field, and discussion with others familiar with the area of inquiry as potential sources to
boost their knowledge. Similarly, Knowles (1999) sees adult learners as having a strong need to
comprehend the implications and meaning of what others are communicating.
These broad and distinct sources of information can be easily assimilated into the recording and retrieval
system proposed here. The process embodies a method for recording data from soft (electronic) and hard
(printed) data, including notes from discussion or of speeches in appropriate forums such as conferences,
as well as podcasts from radio or other media.
The ability to record discussion from whatever source is important for qualitative researchers. Discussion
is vital to uncover new information and perspectives. The accretion of knowledge in a planned and
managed approach enables more sophisticated use of discussion in ‘one-to-one’ encounters with
individuals, or with groups of people who are well qualified commentators in the area of inquiry (Houle
1961, 1980). From my experience, sharing a paper on a topic of mutual interest or being confronted with
new and compelling concepts, insights or ideas from discussion often opens up new themes in research.
In sum, the electronic system proposed here covers data from a variety of sources. It can also adapt to
changing insights and research themes. It provides a systematic process for focusing research from the
outset, the ideal point to adopt its use.
This section has provided a rationale for the system drawing in adult learning principles and pointing out
the obvious situation where access to more information on the internet, or through libraries, newspapers,
journals, to name a few examples, is more attainable than ever before in history. This presents the need
for a personal simple system to manage and retrieve data.
6
Research Methodology Context
The form of research that underpins this systematic categorising and retrieval of data is inductive data
reduction – combined with grounded theory. To Thomas (2006) inductive data reduction is condensing
raw data derived predominantly from text as an integral aspect of qualitative analysis and involves
summarising the findings to establish and develop clear links to the formulation or construction of
hypotheses. Inductive data reduction, alongside the systemic treatment of data proposed in this paper,
enables the researcher to examine a case, or theme and systematically “ground” the data thus enabling
analysis that avoids or limits speculative abstraction and to clarify the hypotheses by producing “reliable
and valid findings” (Thomas 2006).
The inductive approach is a systematic procedure for analysing qualitative data in which the
analysis is likely to be guided by specific evaluation objectives.
… inductive analysis refers to approaches that primarily use detailed readings of raw data to derive
concepts, themes, or a model through interpretations made from the raw data by an evaluator or
researcher. This understanding of inductive analysis is consistent with Strauss and Corbin’s (1998)
description: “The researcher begins with an area of study and allows the theory to emerge from the
data” (p. 12). Deductive analysis refers to data analyses that set out to test whether data are
consistent with prior assumptions, theories, or hypotheses identified or constructed by an
investigator. In practice, many evaluation projects use both inductive and deductive analysis.
(Thomas 2006, p. 238)
Grounded theory sits neatly with the systemic research approach outlined in this paper. To Collingridge
and Grant (2008) grounded theory sees researchers revisiting the field continuously to gather added data
and respond to fresh questions, compared to other forms of data collection. This is undertaken to the point
where an academic judgment must be made and a line is drawn in the sand as information may be
sufficient or unlikely to yield more data of use by added research (Collingridge and Grant 2008).
Grounded theory serves as a foundation for other qualitative research methodologies as the student
progresses or expands their study (Collingridge and Grant 2008, Denzin and Lincoln 2005, Minichiello,
Sullivan, Greenwood and Axford 2004). Grounded theory studies that build on existing theoretical
concepts through comprehensive literature reviews, employ theory-based sampling procedures, follow
well-defined data analysis procedures, clearly delineate how the findings apply to other contexts and
7
integrate results into existing research in a coherent fashion, and produce results that can be generalised
with a greater degree of confidence (Collingridge and Grant 2008).
The purpose of grounded theory is to build or expand on theories about human phenomena.
Grounded theory research is unique in the sense that it is an iterative process wherein the grounded
theorist continually goes back to the field to collect more data and answer new questions. This
process continues until no new information is gleaned during the data gathering process. As the
information is collected and organized “into a logical, systematic, and explanatory scheme,”
thematic categories begin to emerge. The categories are eventually organized into a comprehensive
whole, thus creating a substantive theory grounded in the experiences of those familiar with the
phenomenon of interest. (Collingridge and Grant 2008, p.394)
As the next section will show, grounded theory is a qualitative research methodology that is of
considerable relevance to the systematic approach to research outlined in this paper. Grounded theory can
co –exist with other forms of qualitative research whether it is ethnographic, constructivist, critical
ethnographic, feminist or action research to name a range of other qualitative research methodologies
(Denzin and Lincoln 2005).
The following section outlines the process or system. For the purposes of providing an example the
system is based on a hypothetical topic and its associated research question.
A System for Compiling and Retrieving Data
Before the proposed system is outlined, to make the issue more tangible, imagine, for example, that the
research topic is the Free Trade Agreement (FTA) between Australia and the Republic of Chile on Higher
Education, and that the research question is as follows: What are the negative and positive implications
for higher education of the Free Trade Agreement (FTA) between Australia and the Republic of Chile
from an Australian perspective?
The following describes as simply as possible how the electronic retrieval system works. It is important,
first, before initiating research, to identify likely themes that may relate to the area or topic of inquiry.
The following are possible themes. Simply stated in this context themes mean topic areas within the study
8
or research area. They are not supposed to be locked in and can and should change and expand as
knowledge of the topic accrues.
A.
Introduction
B.
Free Trade Agreement definition
C.
Historical Background
D.
Politics at Australian Federal Government level
E.
Economics at Australian Federal Government level
F.
Top 8 University Council Policy_www.go8.edu.au
G.
Research Methodology
H.
University Funding—Positive (+) and Negative (-) Aspects
I.
Student Funding—Positive (+) and Negative (-) Aspects
J.
Draft Conclusions
New themes may be added as research proceeds or some discounted:
K.
New Theme
L.
New Theme (etc.)
The initial list of themes focuses the research from its inception. It may also have uses for those who are
compiling a literature review. The next step is to set up the system for recording and cataloguing
information to be gathered during the process of research.
The proposed system uses four basic proformas: these differ according to the source of data. Proforma 1
is for electronic data, Proforma 2 for hard copy (or scanned) sources, Proforma 3 is for other sources,
neither electronic nor hard copy (such as notes on discussions, interviews, case studies, participant
observation, radio broadcasts, podcasts, public speeches and so forth). The fourth proforma is where the
data is melded or synthesised drawing together the ideas and thoughts for each theme that the researcher
considers to be worthwhile in terms of the research outcome and as a valid addition in terms of new
information to an area of inquiry.
While the basic proformas differ in the sources they draw on, the column headings for each remain the
same. It is helpful to provide a visual distinction between proformas/sources; for this purpose, it is
9
recommended the researcher uses a different font colour for entering text in the basic proformas: e.g. blue
for Proforma 1, black for Proforma 2 and green for Proforma 3. Note that each theme will have its own
(sub) proforma: for example, data from electronic sources for theme A should be entered in Proforma 1.
Proforma 1: Electronic Sources
As mentioned, Proforma 1 is for recording electronic data. It is recommended that EndNote is integrated
into the process to provide a (transportable) referencing system. The process for Proforma 1 involves
cutting and pasting text from Portable Document Format documents (PDFs) that allow this function, and
other soft electronic files —such as quotes from academically reputable sources—which can later be
inserted into other documents such as a thesis, or an article or notes in a power point presentation.
Entering text into Proforma 1 in blue font will avoid inadvertent plagiarism when the material is later
integrated or synthesised into another document.
EndNote software enables the storage and management of bibliographic references to books, journal
articles, conference papers and other document types. This software is an invaluable resource with the
proposed data capture system outlined here as references that form a person’s individual EndNote library
can be chosen or selected and inserted automatically as citations into word-processed documents in a
preferred referencing style and then used to develop a bibliography or reference list. It has added
advantages when library technology enables automatic connection links to EndNote which is a common
feature in this era of technological easing.
As the example in Proforma 1 shows, the right-hand column contains the researcher’s notation of the
major points for that theme. Notations should provide a summary list, set out in such a way that it aids
analysis and the subsequent breakdown and categorisation of information in a form that can later be
retrieved to investigate hypotheses, theories and trends (whether for a book chapter, an article or a thesis).
This is explained in Figure 1 below, headed “Proforma 1”.
10
Figure 1: Proforma 1 – Electronic (Soft Data)
Insert Figure 1 here.
Themes
Author
date
page
author/website
date of access
A. Introduction
Here is where you
mark and use useful
phrases from quotes
for the introduction
A. Introduction continued
Keep adding lines for
each theme where
needed.
Author
date
page
author/website
date of access
Author
date
page
author/websit
e
date of access
Cut and paste text in Use Endnote here
blue here and cite i.e.
From journal PDFs,
web newspaper
articles – any
electronic source
appropriate to the
topic
Summary of important data from
theme
In this section, it is recommended that you
note the important data retrieved in the
columns to the left on a theme-by-theme basis.
You then copy and paste all the important data
into another document and integrate it with
data from the other proformas. This is where
the themes begin to merge with chapters or
sections within chapters as part of the thesis
or report you are preparing for academic or
work purposes.
B. Free Trade Agreement
Definition
B. Free Trade Agreement
Definition continued
Again keep adding
lines for each theme
where needed
C. Historical background
D. Politics at Australian
Federal Govt. level
E. Economics at Australian
Federal Govt. level
F. Top 8 University Council
Policy_www.go8.edu.au
G. Research Methodology
H. University Funding Positive
+ and negative - Aspects
I. Student Funding Positive +
and negative - Aspects
J. Draft Conclusion
K. New Theme
L. New Theme
Table cells for the Researcher to complete as relevant
Another way of explaining this again to make it as clear as possible is to use the following table (see
Figure 2) but for the clarity I will use just one theme.
Figure 2: Proforma 2 – Softcopy (File) Simple Example
Insert Figure 2 here.
11
H. University Funding
Positive + and
negative - Aspects
We shall call
this Box 1
In this box
you cut and
paste some
text that is
highly
relevant
form a
particular
theorist or
source.
These could
be journal
articles,
Podcast text
from the
Australian
Broadcasting
Commission
radio
programs,
newspaper
articles and
the list goes
on.
Box 2
In this box
you place
more data
from
reputable
electronic
sources of an
academic
standard
Box 3
The same
applies again
and you can
put added
rows in to
keep
developing
more boxes
with more
information
and make
sure you use
quotation
marks
H. University Funding
Positive + and
negative – Aspects
Continues
Box 4
Box 5
Box 6
Synthesis Box
Imagine you have twenty
academic observations on this
theme as you have added in
more and more boxes in more
and more rows. This is the
important box. This is where all
the information is synthesised
drawing the information
together that you the researcher
consider to be worthy of
integrating into your writing as
important research outcomes.
For each of the proformas, the process of developing hypotheses and theories can be achieved by
assembling all the data for that theme in a separate electronic folder in your computer. At this stage, prior
to starting research, you should then set up a system of electronic folders, one for each theme. Place each
electronic theme file in the relevant electronic theme folder. Each folder will therefore contain (at least) 3
files on that theme, one for each type of source.
Proforma 2: Hard Copy Sources or Scanned Resources
Proforma 2 is for hard copy data where the source is not available in electronic form. However whilst not
all students may have ready access to a scanner they may chose to photocopy text from various sources
but where possible scanning is preferable and this also enable the use of EndNote of course in this
proforma. If a researcher has access to a scanner then this proforma could be seen as obsolete and
proforma 1 could be used more comprehensively.
12
Nevertheless in cases where students may only be able to photocopy material (and there are many
students in that circumstance in developing countries for example) I will outline the purposes and
function of this second proforma (Figure 3).
For Proforma 2, researchers enter only details of the source they want to be able to refer to: it is not
necessary to take notes or to enter notes in the proforma (as shown in Figure 3). Instead, organise some
hard copies: photocopy the title page of the book or journal, also the salient pages relating to your
theme(s); on the photocopied pages, use a pen to make a double line down the side of the relevant
paragraph, add the theme code beside it and, on the same page, record the source by author, title, year and
even paragraph number (this will provide a failsafe system of retrieval should any page become detached
from its title page). Again, file the electronic file in its relevant folder in your computer; then file the
photocopies in hard copy files by theme in your filing cabinet that should be set up having a file for each
theme in hard copy form. This can be varied of course and hardcopy documents can be scanned and
stored electronically. It is expected readers will base their capture and retrieval system on this model and
hopefully customise it and improve its benefits to the time poor researcher who needs to retrieve material
with system and ease. Again it is important to integrate EndNote as outlined above.
13
Figure 3: Proforma 2: Hard Copy Data
Themes
Author
date
title
page
publisher
A. Introduction
Here is where you mark
quotes for the
introduction.
Type text, in black,
here and cite i.e. From
hard copy sources (text
books, radio
transcripts, PDFs,
newspapers,
magazines, journals,
Podcasts etc)
A. Introduction continued
Add lines for this
theme where needed.
Author
date
title
page
publisher
Author
date
title
page
publisher
Author
date
title
page
publisher
B. Free Trade Agreement
Definition
B. Free Trade Agreement
Definition continued
C. Historical background
D. Politics at Australian
Federal Govt. level
E. Economics at Australian
Federal Govt. level
F. Top 8 University Council
Policy_www.go8.edu.au
G. Research Methodology
H. University Funding
Positive + and negative Aspects
I. Student Funding Positive
+ and negative - Aspects
J. Draft Conclusion
K. New Theme
L. New Theme
Table cells for the Researcher to complete as relevant
It is important the system of thematic folders is also adhered to in Windows Explorer as shown in Figure
4. In Windows explorer the documents used are stored electronically. The same can apply to scanned
14
copies of books or journal that are not in electronic form. It is integral to retrieving data and remaining
organised.
Figure 4: Organisation of the Thematic Folders in Windows Explorer
Insert Figure 4 here.
Proforma 3: Other Sources
Aside from electronic and hard copy sources, qualitative researchers are highly likely to gather
information from sources such as case study interviews, fieldwork observation, podcasts, public speeches,
seminars and discussions with worthy informants in the field. Again, the data is evaluated by theme, as
with Proformas 1 and 2; in the same way, the conclusions drawn emanate from evaluating all the data by
theme to develop a hypothesis or standpoint to understand the data in greater depth and to use the material
15
for later purposes, whether for a thesis, promotion or a speech at a conference. To enter data in Proforma
3 (shown in Figure 5), word process brief, summary notes and insert them in the proforma and, if
following the suggested colour coding, use green font. EndNote is an important feature in this section as
well.
Figure 5: Proforma 3: Other Data Sources
Insert Figure 5 here
16
Themes
Source event
Person’s
name
Where when
setting Date
A. Introduction
On this proforma,
record notes from
case study
interviews,
fieldwork
observation,
podcasts, public
speeches, seminars
and discussions with
worthy informants
in the field.
A. Introduction continued
Keep adding lines or
boxes for each
theme where
needed.
Source event
Person’s
name
Where when
setting Date
Source event
Person’s
name
Where when
setting Date
Source event
Person’s
name
Where when
setting Date
B. Free Trade Agreement
Definition
B. Free Trade Agreement
Definition continued
Again keep adding
lines for each theme
where needed
C. Historical background
D. Politics at Australian
Federal Govt. level
E. Economics at Australian
Federal Govt. level
F. Top 8 University Council
Policy_www.go8.edu.au
G. Research Methodology
H. University Funding
Positive + and negative Aspects
I. Student Funding Positive
+ and negative - Aspects
J. Draft Conclusion
K. New Theme
L. New Theme
Table cells for the Researcher to complete as relevant
Figure 6 Proforma 4 – Overall Synthesis
17
Themes
Summary of important data Combining synthesised data
from Proforma 1, 2 and 3.
A. Introduction
This is the important section where you combine the
electronic data, hard copy data, and field
work/observation data In this section it is recommended
to note the really important data retrieved in the
columns to the left theme by theme. It is in here that you
are writing the sections of your minor thesis or chapters
in your PhD exegesis. This is the section where you are
assembling the important data that supports the
hypotheses. This is where you synthesise and merge the
data you consider crucial to your study.
A. Introduction continued
As above
B. Free Trade Agreement
Definition
An so forth
B. Free Trade Agreement
Definition continued
Ditto and the same applies for all of the themes that you
develop as your data accrues
C. Historical background
D. Politics at Australian
Federal Govt. level
E. Economics at Australian
Federal Govt. level
F. Top 8 University Council
Policy_www.go8.edu.au
G. Research Methodology
H. University Funding
Positive + and negative Aspects
I. Student Funding Positive
+ and negative - Aspects
J. Draft Conclusion
K. New Theme
L. New Theme
Table cells for the Researcher to complete as relevant
The above table is where the research data obtained from multiple sources in the Proformas theoretically
and systematically is synthesised in one table and where less compelling data can be jettisoned. This is
where the case is built into the themes or sections in the study and it is put together as though it were a
series of building blocks and each section has its synthesised coherence – sort of like a melting pot to use
a culinary metaphor.
18
In sum, this system of collecting and categorising information is designed to record preliminary data as
well as data that emerges during research. Researchers can, of course, add or delete themes as they decide
what is pertinent to their purposes. The amount of time required to undertake effective research is
significant and when searching for sources many problems can occur which waste time. In effect this
system is best described as ‘short-term suffering for long-term fruition’. In other words, time spent at the
start of research in setting up electronic files and folders and hard copy files (for photocopied pages and
copy sources) in a filing cabinet will save much time in subsequent research, with the potential to
continue using this system for vocational purposes in work of any type but particularly research.
The researcher now has an array of themes compiled in three differing ways and trapped on the
proformas. For each theme the material gathered from differing sources can be amalgamated enabling the
researcher to consider the value of the data and use it as they see fit when organising a thesis,
presentation, essay or report of some kind. In other words at some stage the researcher can draw together
all the data theme by theme and then amalgamate the data with a heightened understanding and use the
material that is of relevant value to the task at hand.
Conclusion
Streamlining the gathering of data and achieving efficiencies in storing and retrieving information are
crucial for time-poor adults who wish to use strategic organisation to focus their learning. The system
outlined here is not only a way of organising data for later retrieval, it also focuses research and thinking
along thematic lines from the inception of research; it thus provides additional clarity on the topic of
inquiry, with the aim of getting to the crux of research issues more quickly. While active learning is an
increasing part of children’s learning, it is manifestly the domain of the adult learner (Knowles 1970,
1990). Retention and comprehension are of critical importance to adult learners but, equally so, in the
twenty-first century, as fewer younger employees take the place of older employees, so to is the transfer
of this knowledge.
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The proposed research system requires a disciplined approach. In my experience, while this discipline is
initially time-consuming, it later provides an aid to memory and an expedient resource for saving a
diminishing commodity called time in the life of a busy person attempting to balance study with either or
all of the pressures that work, family and social commitments induce.
This basic research system aims to assist adult learners and new researchers in streamlining the analysis
of content from various sources of information. Its further purpose is to expedite the learning process
which inevitably, and sometimes too slowly, accompanies any research process. What is proposed here
aims to provide a foundation where lifelong learning is enhanced via an uncomplicated system that
provides a framework designed to assist people to progress, as individuals, personally, intellectually,
vocationally, and in other “life-Balance” ways. Persons undertaking tertiary study have a responsibility to
make the most of the quality of life for people in their society or community as well as ‘deserving’
organisations. The rate of change is swifter than ever before and the need for ideas, understanding and the
transfer of knowledge to address change ethically and intelligently is now.
Learning involves a lasting change in knowledge, behaviour and appreciating the need to continue
knowledge development as a sustained process. This article has sought to foster one key learning lesson:
the memory can handle so much, but a system that provides for the retrieval of data to assist cognitive and
situational development is crucial for those interested in synthesising information that underpins life-long
learning and personal development.
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