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情境分析:一种超越扎根理论的教育质性研究方法OA北大核心CHSSCDCSSCI

Situational Analysis:An Educational Qualitative Research Method Beyond Grounded Theory

中文摘要英文摘要

情境分析是基于扎根理论提出的一种呼应后现代社会对于情境性、复杂性、多样性以及矛盾性需求的质性研究方法.自2003年克拉克提出情境分析至今,情境分析在各个学科领域得到广泛应用.它以探明"人类生活难以置信的多样化全景"为基本出发点,通过构建情境地图、社会世界/竞技场地图、位置地图这3层地图,弥补扎根理论所缺失的对于情境的关注.其中,情境地图是对研究情境中出现的广泛的元素的呈现和元素之间关系的分析,旨在帮助打开分析过程,使研究人员能够从本体论的角度阐明情境中的主要元素;社会世界/竞技场地图指向对局势的中层解释,旨在展示研究情境中全部的集体行动者、关键的非人类元素、参与持续谈判的竞技场,为研究人员提供更广泛情境的解释;位置地图指向对争议的分析,旨在帮助研究人员驱逐长期存在的、过度简单划分的二元对立"迷障".作为定性研究范式中的一种实证方法,情境分析以当前社会科学中最有影响的研究范式和走在"质性研究革命最前沿"的扎根理论为基础,在研究对象、分析主体、分析要素以及研究技法4个层面重新"研磨"了扎根理论,发展出了一种超越扎根理论的质性研究方法.在研究对象上,情境分析实现了从关注基本社会过程到关注多样情境的超越;在分析主体上,情境分析实现了从关注话语权力主角到"牵连"的行动者纳入的超越;在分析要素上,情境分析实现了从仅关注人类元素到非人类元素纳入的超越;在研究技法上,情境分析实现了从"撕裂"故事到完整讲述的超越.因为情境分析具有与教育学为"人的存在"而存在的学科属性的相洽性,与教育研究对情境重视的内在一致性,以及目前对建构新时代教育学自主知识体系的满足性,使得越来越多的教育研究者开始将情境分析应用于教育理论与教育实践之中.情境分析由此在渐进的发展过程中成为一种教育质性研究方法,并被应用于宏观教育政策研究、中观教育不平等研究以及微观课堂教学的研究中.与欧美等发达国家相比,我国对于情境分析的关注较晚,处于刚起步阶段.因此,系统梳理情境分析的兴起与发展、情境地图的绘制与阐释、情境分析对于扎根理论的超越、情境分析在教育研究上的适切性及其应用,对于促进情境分析在我国教育研究中的科学应用和全面推广具有重要意义.

Situational analysis is a qualitative research method that is proposed based on grounded theory and echoes the needs of postmodern society for contextuality,complexity,diversity,and contradiction.Since Clark proposed situational analysis in 2003,situational analysis has been widely used in various disci-plines.It takes the basic starting point of exploring"the incredibly diverse panorama of human life",and makes up for the lack of attention to situation in grounded theory by constructing three layers of maps:situa-tional map,social spheres/power arenas maps,and positional map.The situational map points to an analysis of the presentation of a wide range of elements that appear in the situation of a research questions and the re-lationships between the elements,which is designed to help open up the analytical process so that the re-searcher can elucidate the main elements of the situation from an ontological perspective;the social worlds/arenas map points to a meso-level interpretation of the situation,which is designed to show the entire range of collective actors in the research situation,the key non-human elements,and the arenas involved in the ongoing negotiation,providing the researcher with a broader interpretation of the situation;the positional map points to a micro-level analysis of the controversy,which is designed to help researchers banish the"maze"of dichotomous or persistent over-simplified divisions.As an empirical method in qualitative re-search paradigm,situational analysis is based on the most influential research paradigm in current social science and the"forefront of the qualitative research revolution"of grounded theory.Grounded theory was"resharpened"at four levels:object,subject,elements,and research techniques and a qualitative research method was developed beyond grounded theory.In terms of research object,situational analysis has realized the transcendence from focusing on the basic process of society to focusing on diversified situations;in terms of research subject,situational analysis has realized the transcendence from focusing on the protagonist of the discourse power to the inclusion of"implicated"actors;in terms of research elements,situational analysis has realized the transcendence from focusing on the human element to the inclusion of the non-human ele-ment;and in terms of research techniques,situational analysis has realized the transcendence from"tearing"the story to telling it in its entirety.Because of the compatibility of situational analysis with the disciplinary attribute that pedagogy exists for the"existence of human beings",the inherent consistency with the em-phasis on situation in educational research,and the satisfaction of constructing an autonomous knowledge system of pedagogy in the new era,situational analysis has been applied to educational theory and practiced by more and more educational researchers.In the process of gradual development,situational analysis has be-come an educational qualitative research method,and has been applied to macro educational policy research,meso educational inequality research,and micro classroom teaching research.Compared with developed countries such as Europe and the United States,China's attention to situational analysis is late and in its in-fancy.The systematical clarification of rise and development,mapping and analysis,the transcendence to grounded theory,and its appropriateness and application of situational analysis in educational research is of great significance in improving the scientific application and comprehensive promotion of situational analysis in educational research in China.

韩蕊;石艳;王振洋

东北师范大学 教育学部,长春 130024

教育学

情境分析扎根理论教育质性研究教育研究

situational analysisgrounded theoryeducational qualitative researcheducational research

《重庆高教研究》 2024 (003)

111-127 / 17

教育部人文社会科学研究规划基金项目"'双减'背景下教师负担风险的生成机理与防范研究:基于教师能动性的视角"(22YJA880044)

10.15998/j.cnki.issn1673-8012.2024.03.009

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