Hello, my name is Stephen Paff. I am a data scientist and an ethnographer. The goal of this blog is to explore the integration of data science and ethnography as an exciting and innovative way to understand people, whether consumers, users, fellow employees, or anyone else.
I want to think publicly. Ideas worth having develop in
conversation, and through this blog, I hope to present my integrative vision so
that others can potentially use it to develop their own visions and in turn
help shape mine.
Please Note: Because my blog straddles two technical areas, I will split my posts based on how in-depth they go into each technical expertise. Many posts I will write for a general audience. I will write some posts, though, for data scientists discussing technical matters within that field, and other posts will focus on technical topics withn ethnography for anthropologists and other ethnographers. At the top of each post, I will provide the following disclaimers:
As a data scientist and ethnographer, I have worked on many types of research projects. In professional and business settings, I am excited by the enormous growth in both data science and ethnography but have been frustrated by how, despite recent developments that make them more similar, their respective teams seem to be growing apart and competitively against each other.
Within academia, quantitative and qualitative research methods have developed historically as distinct and competing approaches as if one has to choose which direction to take when doing research: departments or individual researchers specialize in one or the other and fight over scarce research funding. One major justification for this division has been the perception that quantitative approaches tend to be prescriptive and top-down compared with qualitative approaches which tend to be to descriptive and bottom-up. That many professional research contexts have inherited this division is unfortunate.
Recent developments in data science draw parallels with qualitative research and if anything, could be a starting point for collaborative intermingling. What has developed as “traditional” statistics taught in introductory statistics courses is generally top-down, assuming that data follows a prescribed, ideal model and asking regimented questions based on that ideal model. Within the development of machine learning been a shift towards models uniquely tailored to the data and context in question, developed and refined iteratively.[i] These trends may show signs of breaking down the top-down nature of traditional statistics work.
If there was ever a time to integrate quantitative data science and qualitative ethnographic research, it is now. In the increasingly important “data economy,” understanding users/consumers is vital to developing strategic business practices. In the business world, both socially-oriented data scientists and ethnographers are experts in understanding users/consumers, but separating them into competing groups only prevents true synthesis of their insights. Integrating the two should not just include combining the respective research teams and their projects but also encouraging researchers to develop expertise in both instead of simply specializing in one or the other. New creative energy could burst forth when we no longer treat these as distinct methodologies or specialties.
[i] Nafus, D., & Knox, H. (2018). Ethnography for a Data-Saturated World. Manchester: Manchester University Press, 11-12.
As an anthropologist and data scientist, I often feel caught in the middle two distinct warring factions. Anthropologists and data scientists inherited a historic debate between quantitative and qualitative methodologies in social research within modern Western societies. At its core, this debate has centered on the difference between objective, prescriptive, top-downtechniques and subjective, sitautional, flexible, descritpive bottom-up approaches.[i] In this ensuing conflict, quantative research has been demarcated into the top-down faction and qualitative research within the bottom-up faction to the detriment of understanding both properly.
In my experience on both “sides,” I have seen a tendency among anthropologists to lump all quantitative social research as proscriptive and top-down and thus miss the important subtleties within data science and other quantitative techniques. Machine learning techniques within the field are a partial shift towards bottom-up, situational and iterative quantitative analysis, and business anthropologists should explore what data scientists do as a chance to redevelop their relationship with quantitative analysis.
Shifts in Machine Learning
Shifts within machine learning algorithm development give impetus for incorporating quantitative techniques that are local and interpretive. The debate between top-down vs. bottom-up knowledge production does not need – or at least may no longer need– to divide quantitative and qualitative techniques. Machine learning algorithms “leave open the possibility of situated knowledge production, entangled with narrative,” a clear parallel to qualitative ethnographic techniques.[ii]
At the same time, this shift towards iterative and flexible machine learning techniques is not total within data science: aspects of top-down frameworks remain, in terms of personnel, objectives, habits, strategies, and evaluation criteria. But, seeds of bottom-up thinking definitely exist prominently within data science, with the potential to significantly reshape data science and possibly quantitative analysis in general.
As a discipline, data science is in a uniquely formative and adolescent period, developing into its “standard” practices. This leads to significant fluctuations as the data scientist community defines its methodology. The set of standard practices that we now typically call “traditional” or “standard” statistics, generally taught in introductory statistics courses, developed over a several decade period in the late nineteenth and early twentieth century, especially in Britain.[iii] Connected with recent computer technology, data science is in a similarly formative period right now – developing its standard techniques and ways of thinking. This formative period is a strategic time for anthropologists to encourage bottom-up quantative techniques.
Conclusion
Business
anthropologists could and should be instrumental in helping to develop and
innovatively utilize these situational and iterative machine learning
techniques. This is a strategic time for business anthropologists to do the
following:
Immerse themselves into data science and encourage and cultivate bottom-up quantative machine learning techniques within data science
Cultivate and incorporate (when applicable) situational and iterative machine learning approaches in its ethnographies
For both, anthropologists should use the strengths of ethnographic and anthropological thinking to help develop bottom-up machine learning that is grounded in flexible to specific local contexts. Each requires business anthropologists to reexplore their relationship with data science and machine learning instead of treating it as part of an opposing “methodological clan.” [iv]
[i] Nafus, D.,
& Knox, H. (2018). Ethnography for a Data-Saturated World. Manchester:
Manchester University Press, 11-12
This is a follow-up to my previous article, “What Is Ethnography,” outlining ways ethnography is useful in professional settings.
To recap, I defined ethnography as a research approach that seeks “to understand the lived experiences of a particular culture, setting, group, or other context by some combination of being with those in that context (also called participant-observation), interviewing or talking with them, and analyzing what is produced in that context.”
Ethnography is a powerful tool, developed by anthropologists and other social scientists over the course of several decades. Here are three types of situations in professional settings when I have found to use ethnography to be especially powerful:
1. To see the given product and/or people in action
2. When brainstorming about a design
3. To understand how people navigate complex, patchwork processes
Situation
#1: To See the Given Product and/or People in Action
Ethnography allows you to witness people in action: using your product or service, engaging in the type of activity you are interested, or in whatever other situation you are interested in studying.
Many other social science research methods involve creating an artificial environment in which to observe how participants act or think in. Focus groups, for example, involve assembling potential customers or users into a room: forming a synthetic space to discuss the product or service in question, and in many experimental settings, researchers create a simulated environment to control for and analyze the variables or factors they are interested in.
Ethnography, on the other hand, centers around observing and understanding how people navigate real-world settings. Through it, you can get a sense for how people conduct the activity for which you are designing a product or service and/or how people actually use your product or service.
For example, if you want to understand how people use GPS apps to get around, one can see how people use the app “in the wild:” when rushing through heavy traffic to get to a meeting or while lost in the middle of who knows where. Instead of hearing their processed thoughts in a focus group setting or trying to simulate the environment, you can witness what the tumultuousness yourself and develop a sense for how to build a product that helps people in those exact situations.
Situation
#2: When Brainstorming about a New Product Design
Ethnography is especially useful during the early stages of designing a product or service, or during a major redesign. Ethnography helps you scope out the needs of your potential customers and how they approach meeting said needs. Thus, it helps you determine how to build a product or service that addresses those needs in a way that would make sense for your users.
During such initial stages of product design, ethnography helps determine the questions you should be asking. Many have a tendency during these initial stages to construct designs based on their own perception of people’s needs and desires and miss what the customers’ or users’ do in fact need and desire. Through ethnography, you ground your strategy in the customers’ mindsets and experiences themselves.
The brainstorming stages of product development also require a lot of flexibility and adaptability: As one determines what the product or service should become, one must be open to multiple potential avenues. Ethnography is a powerful tool for navigating such ambiguity. It centers you on the users, their experiences and mindsets, and the context which they might use the product or service, providing tools to ask open-ended questions and to generate new and helpful ideas for what to build.
Situation
#3: To Understand How People Navigate Complex, Patchwork Processes
At a past company, I analyzed how customer service representatives regularly used the various software systems when talking with customers. Over the years, the company had designed and bought various software programs, each to perform a set of functions and with unique abilities, limitations, and quirks. Overtime, this created a complex web of interlocking apps, databases, and interfaces, which customer service representatives had to navigate when performing their job of monitoring customer’s accounts. Other employees described the whole scene as the “Wild West:” each customer service representative had to create their own way to use these software systems while on the phone with a (in many cases disgruntled) customer.
Many companies end up building such patchwork systems – whether of software, of departments or teams, of physical infrastructure, or something else entirely – built by stacking several iterations of development overtime until, they become a hydra of complexity that employees must figure out how to navigate to get their work done.
Ethnography is a powerful tool for making sense of such processes. Instead of relying on official policies for how to conduct various actions and procedures, ethnography helps you understand and make sense of the unofficial and informal strategies people use to do what they need. Through this, you can get a sense for how the patchwork system really works. This is necessary for developing ways to improve or build open such patchwork processes.
In the customer service research project, my task was
to develop strategies to improve the technology customer service representatives
used as they talked with customers. Seeing how representatives used the
software through ethnographic research helped me understand and focus the analysis
on their day-to-day needs and struggles.
Conclusion
Ethnography is a powerful tool, and the business world and other professional settings have been increasingly realizing this (c.f. this and this ). I have provided three circumstances where I have personally found ethnography to be invaluable. Ethnography allows you to experience what is happening on the ground and through that to shape and inform the research questions we ask and recommendations or products we build for people in those contexts.
What is ethnography, and how has it been used in the professional world? This article is a quick and dirty crash course for someone who has never heard of (or knows little about) ethnography.
Anthropology
at its most basic is the study of human cultures and societies. Cultural anthropologists generally seek
to understand current cultures and societies by conducting ethnography.
In short, ethnography involves seeking to understand the lived experiences of a particular culture, setting, group, or other context by some combination of being with those in that context (called participant-observation), interviewing or talking with them, and analyzing what happens and what is produced in that context.
It is an umbrella term for a set of methods (including participant-observation, interviews, group interviews or focus groups, digital recording, etc.) employed with that goal, and most ethnographic projects use some subset of these methods given the needs of the specific project. In this sense, it is similar to other umbrella methodologies – like statistics – in that it encapsulates a wide array of different techniques depending on the context.
One conducts ethnographic research to understand something about the lived experiences of a context. In the professional world, for example, ethnography is frequently useful in the following contexts:
Market Research: When trying to understand customers and/or users in-depth
Product Design: When trying to design or modify a product by seeing how people use it in action
Organizational Communication and Development: When trying to understand a “people problem” within an organization.
In this article, I expound in more detail on situations where ethnographic research is useful in in professional settings.
Ethnographies are best understood through examples, so the table below include excellent example ethnographies and ethnographic researchers in various industries/fields:
These, of course, are not the only some situations where ethnography might be helpful. Ethnography is a powerful tool to develop a deep understanding of others’ experiences and to develop innovative and strategic insights.
