Manuel B. Garcia

Manuel B. Garcia serves as the Senior Director for Educational Technology and Digital Learning at FEU Institute of Technology, Manila, Philippines. Read More

Contact Info

1607, FEU Tech Building,
P. Paredes St, Sampaloc,
Manila, Philippines
mbgarcia@feutech.edu.ph

Follow Me

Does Qualitative Research Have to Follow a Named Methodological Tradition?

Qualitative research does not always need to follow phenomenology, grounded theory, ethnography, or another named tradition. What matters is whether researchers can explain their methodological assumptions, justify their procedures, and demonstrate coherence between their research questions and findings.

297
Must Qualitative Research Follow a Named Tradition? Guide 297 of 1272
01 · The Question

Must Every Qualitative Study Be Phenomenological, Grounded Theory, Ethnographic, or Narrative?

You have decided to conduct qualitative research. Your questions concern how participants understand a particular issue, what difficulties they encounter, or how they describe their experiences. You plan to collect interviews, analyze the responses systematically, and develop findings grounded in participants' accounts.

Then comes a familiar methodological question: Which qualitative tradition are you using?

Phenomenology, grounded theory, ethnography, narrative inquiry, and case study research are often presented as the principal options. But what happens when none of these approaches accurately describes the inquiry you intend to conduct?

The issue is not simply what label to place in the methodology chapter. It concerns whether qualitative research must inherit the assumptions and procedures of an established tradition to be academically defensible, and what responsibilities researchers assume when they work outside one.

02 · The Short Answer

No, a Named Qualitative Tradition Is Not Universally Required

In Brief

Qualitative research does not have to follow an established named methodological tradition. A study may use a generic, basic, or otherwise explicitly articulated qualitative approach when no established methodology adequately matches its research purpose, provided the researcher explains the assumptions, methods, analytical orientation, and standards of rigor guiding the inquiry.

However, working outside a named tradition does not mean working without a methodology. Some disciplines, journals, degree programs, and supervisors may also impose particular methodological expectations, which should be distinguished from universal requirements of qualitative research.

03 · What You Need to Know

What Qualitative Research Requires Beyond a Methodological Label

Why Are Named Qualitative Traditions So Common?

Established qualitative methodologies offer more than recognizable terminology. They provide intellectual traditions through which researchers conceptualize phenomena, formulate questions, generate evidence, analyze material, and justify knowledge claims.

Grounded theory, for example, includes methodological commitments associated with developing theoretical explanations through iterative inquiry. Ethnography directs attention toward cultural practices and situated social worlds. Phenomenological approaches investigate experience and meaning, although their philosophical orientations and analytical procedures differ considerably.

These traditions can provide valuable guidance because methodological decisions are interconnected. A research question shapes sampling, data collection, analysis, and the conclusions that can reasonably follow.

Nevertheless, the existence of established methodologies does not establish that every qualitative research problem belongs within one of them.

Caelli, Ray, and Mill (2003) explicitly examined qualitative studies that did not claim allegiance to an established methodology. Their concern was not that such studies were inherently illegitimate, but that methodological assumptions and analytical decisions were sometimes insufficiently articulated.

What Is the Difference Between Methodology, Research Design, and Methods?

These terms are frequently used interchangeably, but they refer to related rather than identical aspects of inquiry.

Methodology The broader rationale and assumptions informing how knowledge about a phenomenon can be developed and justified.
Research design The coherent plan connecting the research question to sampling, evidence generation, analysis, and the intended conclusions.
Methods The specific procedures used to generate or analyze evidence, such as interviews, observations, document analysis, or coding.

The distinctions are useful even though terminology varies across methodological literature. Some authors use the word "method" to describe a comprehensive research approach, while others reserve it for particular procedures.

What matters is that the researcher explains what each methodological decision accomplishes rather than relying on terminology alone.

For instance, semistructured interviewing is not itself a phenomenological methodology. Nor does coding interview transcripts automatically establish grounded theory. The same technique can be used within different methodological orientations because techniques do not independently determine the purpose or philosophical assumptions of a study.

What Is Generic Qualitative Research?

Generic qualitative research generally refers to qualitative inquiry that does not claim exclusive allegiance to one established methodological tradition.

Caelli and colleagues (2003) discussed generic studies as inquiries conducted without an explicit commitment to a recognized qualitative methodology. They argued that such research requires careful attention to the researcher's theoretical positioning, the relationship between methodology and methods, the approach to rigor, and the analytical lens.

Kahlke (2014) subsequently examined the possibilities and difficulties of generic qualitative approaches, including the methodological challenges that arise when researchers combine elements from different traditions.

Generic qualitative research is therefore not a single standardized procedure. The label encompasses approaches that may differ in their epistemological assumptions, descriptive or interpretive purposes, and analytical strategies.

This diversity creates flexibility, but it also places greater responsibility on researchers to explain their choices.

Is Generic Qualitative Research the Same as Qualitative Description?

Not necessarily. The terms sometimes overlap in published literature, but they should not automatically be treated as interchangeable.

Qualitative description, as discussed by Sandelowski (2000, 2010), has a recognizable methodological orientation toward producing relatively direct, comprehensive accounts of events and experiences in everyday terms. Generic qualitative research is a broader designation that may include inquiries with different descriptive or interpretive ambitions.

A researcher whose central purpose is to document participants' reported needs, experiences, or practices may reasonably choose qualitative description.

Another researcher may seek to understand how participants construct meanings around a particular phenomenon without committing to the specific procedures of phenomenology, narrative inquiry, or another established tradition. A carefully justified generic qualitative approach may be appropriate.

The choice between generic qualitative research and a named methodology should therefore depend on the intended analytical contribution, not simply on whether the researcher wants a flexible design.

Does Working Outside a Named Tradition Mean Avoiding Philosophical Assumptions?

No. Qualitative research necessarily involves assumptions about the phenomena being investigated, the relationship between researchers and participants, and the status of the knowledge produced.

A researcher may adopt a broadly constructivist orientation, for example, recognizing that participants' understandings are shaped through social experience and interaction. Another study may take a more pragmatic position, selecting procedures according to the research problem while still acknowledging that methodological choices influence the findings.

Neither position automatically determines a single research design. Moreover, philosophical labels should not be attached to a study without explaining how they influence actual research decisions.

Caelli and colleagues (2003) identified the researcher's positioning and analytical lens as important considerations for generic qualitative inquiry. Their argument suggests that methodological flexibility should be accompanied by greater transparency, rather than less philosophical reflection.

Researchers do not necessarily need a lengthy philosophical exposition. They do need a coherent account of the assumptions relevant to their research questions and procedures.

Can Researchers Combine Methods From Different Qualitative Traditions?

Yes, but methodological borrowing requires justification.

Qualitative researchers may draw on interviewing techniques, comparative analytical procedures, reflexive practices, or forms of contextual observation associated with different traditions. Such combinations are not automatically incoherent.

The difficulty arises when procedures are removed from their original methodological purposes and presented as though they retain the same meaning.

For example, comparing data across interviews does not necessarily constitute grounded theory's constant comparative method in its fuller methodological context. Likewise, asking participants to describe lived experiences does not establish phenomenology.

Kahlke (2014) characterizes the methodological possibilities and risks associated with combining approaches. The central issue is congruence: whether the borrowed techniques can operate together without producing contradictory assumptions or unsupported claims.

Watch Out

A study that combines terminology from several traditions without explaining its methodological logic may appear sophisticated while remaining difficult to evaluate. Using the language of theoretical sampling, phenomenological essence, and narrative reconstruction in the same study requires more than asserting that the research is flexible.

What Must a Generic Qualitative Study Explain to Be Defensible?

A generic qualitative study should make its methodological reasoning sufficiently explicit for readers to understand how the inquiry was conducted and evaluate whether its conclusions are warranted.

Caelli, Ray, and Mill (2003) offer four particularly useful areas of consideration.

Methodological consideration What the researcher should explain
Researcher positioning Relevant assumptions, experiences, perspectives, and relationships that may influence the inquiry.
Methodological congruence Why the research question, methodological orientation, sampling, data collection, and analysis fit together.
Approach to rigor How the study will establish and demonstrate the quality, transparency, and credibility of its research process and findings.
Analytical lens How the researcher will examine the evidence, what interpretive assumptions guide analysis, and how conclusions will be developed.

These considerations are not a universal checklist that guarantees rigor. Their importance lies in making methodological decisions available for critical examination.

Researchers should also explain participant selection, the boundaries of the phenomenon, ethical considerations, and the evidentiary basis of their findings.

The relevant standards of quality depend partly on the research orientation. Procedures that are meaningful within one methodology should not be transferred mechanically to another simply because they are frequently mentioned in qualitative methods textbooks.

Can a Study Be Methodologically Sound Without Claiming a Specific Tradition?

Yes. Methodological soundness depends on the defensibility and execution of the research, not solely on whether its label appears in a familiar classification.

A study may clearly define its question, justify its participants, gather appropriate evidence, document its analytical process, consider alternative interpretations, and present findings consistent with its stated purpose without adopting phenomenology or grounded theory.

Conversely, a study labeled phenomenological may be methodologically weak if it merely groups interview responses into descriptive categories without explaining how the analysis reflects the particular phenomenological approach claimed.

This distinction matters because a recognizable methodology can guide a study, but its name cannot substitute for the procedures and reasoning required to conduct it well.

04 · A Practical Example

Designing a Qualitative Study Without Forcing a Named Tradition

Hypothetical Example

Understanding How University Faculty Interpret Institutional AI Policies

A researcher wants to understand how university faculty interpret institutional policies concerning generative AI in teaching and assessment. The study focuses on the meanings faculty assign to policy language, the tensions they identify, and how their interpretations inform reported instructional decisions.

The researcher does not intend to construct a formal theory of policy implementation, reconstruct individual life stories, or investigate a shared culture through ethnographic fieldwork.

Define the research purpose: Investigate how faculty understand and interpret institutional AI policies in relation to their teaching responsibilities.
Evaluate methodological alternatives: Consider whether phenomenology, grounded theory, case study, or qualitative description would better serve the question. The researcher determines that no specialized tradition is necessary for the intended interpretive account.
Articulate the methodological orientation: Adopt a generic qualitative approach with an explicitly explained interpretive orientation, recognizing that policy meanings may vary across institutional roles and experiences.
Choose coherent methods: Purposefully recruit faculty with relevant policy experience, conduct semistructured interviews, and examine policy documents as contextual evidence.
Specify the analysis: Use a clearly described qualitative analytical procedure to examine patterns and differences in policy interpretation, while documenting the researcher's interpretive decisions.
Bound the conclusions: Present an account of participants' interpretations and reported practices without claiming to establish the actual prevalence of those interpretations across all faculty or their causal effects on teaching.

The researcher can justify this approach by explaining why the intended interpretive findings do not require the full methodological commitments of an established tradition.

Importantly, a different research purpose could change the decision. If the inquiry were bounded around one institution as a complex contemporary case, case study methodology might become particularly relevant. If the purpose shifted toward developing a theoretical explanation of how faculty negotiate policy uncertainty over time, grounded theory might deserve stronger consideration.

The defensibility of the generic approach therefore depends on its fit with the specific question and the coherence of the resulting design.

05 · What Researchers Often Get Wrong

Common Misconceptions About Named Qualitative Methodologies

Misconception

Does Every Qualitative Study Need to Be Phenomenological?

No. Phenomenology is appropriate for particular questions concerning experience and meaning, not for every investigation involving people's accounts. A study seeking to document reported barriers, describe practices, or examine institutional procedures may have a different methodological purpose.

Misconception

Is Generic Qualitative Research Research Without a Methodology?

No. A generic study still requires an articulated methodological orientation and coherent procedures. The absence of exclusive allegiance to an established tradition does not remove the need to justify how knowledge is generated and interpreted.

Misconception

Does Naming a Recognized Methodology Automatically Establish Rigor?

No. A methodological label provides a set of expectations, but researchers must demonstrate that the study actually follows the commitments and procedures claimed. Superficial use of a recognized label may obscure rather than resolve methodological weaknesses.

Misconception

Can Researchers Freely Combine Any Qualitative Methods?

Not without justification. Methodological flexibility permits adaptation, but borrowed procedures must remain compatible with the research purpose and underlying assumptions. Combining techniques that serve contradictory analytical objectives can weaken the coherence of the study.

Misconception

Is Generic Qualitative Research Always Less Rigorous Than a Named Tradition?

No. Generic approaches can be conducted rigorously, although their methodological openness creates particular demands for transparency. Quality should be evaluated through the alignment of the study's decisions, the adequacy of its evidence, and the defensibility of its interpretations.

Misconception

Does Institutional Preference Establish a Universal Methodological Rule?

No. A university or supervisor may require students to select from specified qualitative designs. Such requirements matter for the particular research project, but they should not be confused with a universal scholarly consensus that other approaches are invalid.

06 · What This Means for You

How to Justify a Qualitative Study Without a Named Tradition

Start by examining what your research question requires you to understand and what kind of findings would constitute a satisfactory answer. Then evaluate whether an established methodology provides a meaningful intellectual and procedural fit.

If one does, adopting it may improve the study's coherence. If none does, a generic qualitative approach may be justified, but the methodological reasoning must be explicit.

A simple decision framework

If an established methodology closely matches your research purpose
Consider adopting that methodology and following its relevant commitments rather than borrowing only its label.
If the purpose is primarily a detailed descriptive account
Consider qualitative description as a more specific and recognizable methodological orientation.
If the inquiry is interpretive but does not fit a single established tradition
Consider a generic qualitative approach with an explicit epistemological position, analytical rationale, and quality strategy.
If your program or target journal imposes methodological requirements
Verify those requirements and determine whether your preferred approach can be justified within them.

A defensible methodological statement should do more than announce that the study is qualitative. It should explain the research purpose, the orientation guiding interpretation, the reasons for selecting particular procedures, and how the findings will be evaluated.

For example, the researcher might explain that the inquiry adopts a generic qualitative approach because it seeks to understand participants' interpretations of a defined institutional phenomenon without undertaking the distinctive theoretical, phenomenological, or ethnographic objectives of those traditions. The justification should then identify the study's epistemological assumptions and describe how sampling, interviewing, document analysis, and interpretation support that purpose.

The precise wording will depend on the study. A methodological rationale should be developed from actual research decisions, not copied from a generic justification template.

07 · A Quick Checklist

Before Finalizing a Qualitative Design Without a Named Tradition

Before defending your methodological choice, check:
Define the research question and the type of knowledge the study intends to produce.
Evaluate relevant established methodologies before deciding that a generic approach is more appropriate.
Explain the methodological orientation rather than relying solely on the phrase "qualitative research."
Identify the philosophical or epistemological assumptions that materially influence the inquiry.
Justify how participant selection and data collection methods address the research question.
Specify the analytical approach and explain how findings will be developed from the evidence.
Check that procedures borrowed from different methodological traditions are compatible and appropriately described.
Describe how researcher positioning, reflexivity, and methodological transparency will be addressed.
Verify applicable departmental, institutional, supervisory, or journal expectations.
08 · Frequently Asked Questions

Frequently Asked Questions About Qualitative Methodological Traditions

Can I simply write "qualitative research design" in my methodology?

You can identify the study as qualitative, but that description alone is usually insufficient to explain the research design. Specify the methodological orientation, sampling rationale, data collection procedures, analytical approach, and how these decisions support the research question.

Is basic qualitative research a legitimate approach?

Yes. Basic or generic qualitative inquiry is discussed in methodological scholarship. Its defensibility depends on how clearly the researcher articulates the study's purpose, assumptions, procedures, and standards of quality.

Can I use thematic analysis without phenomenology or grounded theory?

Yes. Some forms of thematic analysis, including reflexive thematic analysis, can be used across different theoretical and methodological orientations. Researchers should specify which approach they use and ensure its assumptions are compatible with the overall study design.

Does using interviews mean I must choose phenomenology?

No. Interviews are used in qualitative description, grounded theory, narrative inquiry, ethnography, and generic qualitative research, among other approaches. The research question and intended analysis, rather than the interview method alone, determine the methodological fit.

Can a generic qualitative study have a conceptual framework?

Yes. A conceptual framework may help define relevant concepts or sensitize the researcher to particular relationships. Its role should be explained, especially if it influences interview questions, coding, or interpretation. The framework should not predetermine findings that the evidence is supposed to establish.

Will journals accept qualitative research without a named methodology?

Some journals publish generic qualitative studies, but expectations vary by discipline and journal. Researchers should consult the target journal's author instructions, methodological scope, and relevant published articles rather than assuming universal acceptance or rejection.

Is a generic qualitative design suitable for a dissertation?

It can be, provided the research question, methodological justification, and execution meet the relevant doctoral standards. Because programs differ, researchers should confirm whether their institution accepts generic approaches and what level of philosophical and methodological articulation is expected.

09 · The Bottom Line

Qualitative Research Needs Methodological Coherence, Not Always a Traditional Label

The Bottom Line

Qualitative research does not universally require phenomenology, grounded theory, ethnography, or another named methodological tradition. It does require a defensible explanation of how the research question, assumptions, methods, analysis, and conclusions fit together.

A generic qualitative approach can be appropriate when established traditions do not adequately match the intended inquiry. The responsibility is to demonstrate methodological coherence rather than substitute flexibility for justification or use a prestigious methodological label that the actual study does not support.

10 · Sources and Further Reading

Foundational Literature on Generic Qualitative Research

11 · Cite this Guide

How to Cite This Guide

This guide is intended to be read, shared, and used in research, teaching, and academic work. If you draw on its ideas, explanations, or other content, please acknowledge the source by citing the guide. Doing so gives appropriate credit and helps your readers locate the original resource.

Has the Field Guide helped your research?

If a guide helped clarify a question, inform a research decision, or move your work forward, I would love to hear about your experience. Your story may also help other researchers discover the Field Guide.

Share Your Experience
Takes only a few minutes