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Vol. 74. No. 3, pp. 309-327.
©2008 Councilfor Exceptional Children.
Exceptional Children
Beyond Research On Cultural
Minorities: Challenges and
Implications of Research as
Situated Cultural Practice
ANGELA E. ARZUBIAGA
ALFREDO J. ARTILES
KATHLEEN A. KING
NANCY HARRIS-MURRI
Arizona State University
ABSTRACT: This artick examines the cultural nature of research. This is a consequential idea as
research knowledge is expected to inform professional practices for our increasingly multicultural
society. We highlight theoretical and methodological limits ofthe traditional practice of research on
cultural groups and outline research as situated cultural practice. This notion challenges
researchers to widen the analytic spotlightfrom afocus on certain groups to shed light on two addi-
tional aspects, namely, the sociocultural location ofthe researcher as a cultural being and member
of a scientific field, and the cultural presuppositions in a field's habitual practices. We outline a
model of culture that underlies the idea o/research as situated cultural practice. We illustrate this
notion with quantitative and qualitative research examples and reflect on implications for future
research.
esearchers have conducted
studies on cultural minorities
as a means to produce knowl-
edge that can be used to serve
the educational and psycho-
logical needs of our increasingly multicultural so-
ciety. Although this is an important strategy to
produce research knowledge that is responsive to
heterogeneous populations, it falls short on several
key theoretical grounds. Thus, this article exam-
ines theoretically the cultural nature of research.
We pursue this goal by developing two arguments;
namely, we highlight the theoretical and method-
ological limits of the traditional practice of re-
search on cultural minority groups and outline the
idea of research as situated cultural practice. Instead
of devoting efforts to do research on certain mi-
nority groups as special cases, we assume humans
are cultural beings. The term "minority" is not
used to reflect numerical representation. Instead,
we use Cibson's (1991) definition of minority to
describe groups that occupy a "subordinate
Exceptional Children 3 0 9
position in a multiethnic society, suffering from
the disabilities of prejudice and discrimination,
and maintaining a separate group identity. Even
though individual members of the group may im-
prove their social status, the group itself remains in
a subordinate position in terms of its power to
shape the dominant value system of the society or
to share fully in its rewards" (p. 358).
The notion of research as situated cultural
practice proposes that what drives research, its
purposes and uses, how meaning is made during
the implementation of research practices, and the
knowledge and representations that are produced
are culturally and socially mediated and negoti-
ated processes. The idea of research as situated
cultural practice requires that the analytic spot-
light be widened from an exclusive focus on cer-
tain groups to shed light on two additional
aspects. These are the sociocultural location of the
researcher as an individual and a member of a sci-
entific field, and the cultural presuppositions in
the habitual practices of a field (e.g., theoretical
categories, data collection and analysis tools;
Bourdieu & Wacquant, 1992; Goodwin, 2002;
Latour, 1999; Rosaldo, 1993). We define prac-
tices as "actions that are repeated, shared with
others in a social group, and invested with norma-
tive expectations and with meanings or signifi-
cances that go beyond the immediate goals of the
action" (Miller & Goodnow, 1995, p. 7).
Our analysis is based on the premise that re-
search is one of the best tools societies have to
generate knowledge in systematic ways, to inform
professional practice, and ultimately to help mold
the future of our communities (King, 1968). We
must refine how research is theorized in psychol-
ogy and special education as researchers respond
to the rapid and ongoing transformation of the
sociodemographic profile of the school popula-
tion. (Although we present examples from special
education and psychology, the literature from
which we draw to make our arguments is interdis-
ciplinary and has applications for the social sci-
ences in general.) Gurrent demographic trends
challenge researchers to produce knowledge bases
that respond to the needs of growing groups of
cultural minority students and to address the
longstanding pattern of unequal outcomes (e.g.,
educational performance) across majority and mi-
nority groups of students (Lee, 2002).
The bulk of responses to addressing the
needs of growing groups of cultural minorities
and the pattern of unequal outcomes have been
twofold: to ignore diversity or to make use of it
(Gole, 1998). Examples ofthe former include En-
glish-only curricula and pedagogical approaches
adopted in states like Arizona, Massachusetts, and
Galifornia. In contrast, efforts that make use of
diversity include multicultural approaches and
culturally responsive pedagogy (Banks & Banks,
2004). Many of these efforts are grounded in re-
search on the cultural traits and practices of vari-
ous groups that are then infused in psychological
and educational interventions. In these ap-
proaches, groups' cultural and linguistic practices
are used as bridges to enhance the educational ex-
periences and performance of these students (Gal-
lego, Gole, & LGHG, 2001). However, as
explained in the following, many of these efforts
have significant theoretical limitations. Instead of
relying on traditional research that focuses on the
cultures represented in classrooms, we propose
the idea of research as situated cultural practice.
BACKGROUND AND FOUNDATIONS
OF RESEARCH AS SITUATED
CULTURAL PRACTICE
The idea of research as situated cultural practice is
grounded in interdisciplinary scholarship that
uses a more dynamic and complex view of culture
and links it systematically to human develop-
ment. We integrate ideas from the sociology of
science, cultural psychology, and anthropology
(among others) to articulate the notion of re-
search as a situated cultural practice (Gole, 1996;
Engestrom & Middleton, 1998; Goodwin, 2002;
Greeno, 1998; Latour, 1999; Rosaldo, 1993). The
assumptions and implications of this idea are at
the basis of a sociocultural paradigm. A central
assumption of sociocultural research on child
development, for example, is the "cultural and
historical embeddedness of the inquiry itself"
(Rogoff & Ghavajay, 1995, p. 871; see also Ro-
goff & Angelillo, 2002). Unfortunately, re-
searchers in psychology and special education
have either ignored culture or used definitions
with problematic assumptions.
3 I O Spring 2008
LEGACIES AND RISKS OF
CULTURE-BLIND FIELDS
Researchers in psychology and special education
often work today in predominately culture-blind
fields. Systematic analysis of empirical studies
published over substantial periods of time in peer-
refereed journals in psychology, special education,
and school psychology show that researchers have
neglected to ask questions, or to document
and/or analyze data that would shed light on the
role of culture in human development and pro-
vide alternative explanations for student achieve-
ment and behavior other than student deficits,
which are often assumed with minority group sta-
tus (Donovan & Gross, 2002; Graham, 1992;
Santos de Barona, 1993).
Gulture-blindness is an ideology that perme-
ates many spheres of social activity, including re-
search practices. This ideology assumes that
equity in a democratic society is achieved by ig-
noring cultural differences and that culture and
cultural differences are inconsequential. Gulture-
blindness prevents researchers from focusing ex-
plicitly on urgent issues that matter in today's
changing world, such as questions related to the
perpetuation of systems of advantage for certain
groups or the racial stratification of societies.
The special education community has also
neglected the role of culture in human develop-
ment. Artiles, Trent, and Kuan (1997) found that
less than 3% of studies published in a 22-year pe-
riod in four influential special education peer-re-
viewed journals paid attention to even surface
cultural markers, such as student race/ethnicity
and social class. Perhaps the most compelling evi-
dence of the legacy of culture-blindness in special
education research practices is found in the recent
National Academy of Sciences report on minority
students in special education (Donovan & Gross,
2002). The authors acknowledged, for example,
that "analysis for this report of the effect of
race/ethnicity on special education placement or
outcomes was made more difficult because many
research studies did not specify the racial/ethnic
composition of the sample or had too few minor-
ity children to measure effects by race/ethnicity"
(p. 381).
These findings suggest that culture-blindness
permeates research practices in these fields. Gul-
ture-blind research has potentially costly conse-
quences for a nation that is changing so rapidly
along cultural lines. Gan we afford to inform pol-
icy and practice with research knowledge gener-
ated from the perspective of only the mainstream
group in society? "[W]hat happens to the scholar-
ship when some voices are privileged and some
are silenced, or worse, ignored?" (Walker, 2005, p.
35). Researchers must acknowledge this silence
and acknowledge the silences that enter inquiry
projects at various points of the research process
(e.g., problem/question formulation, sampling,
instrumentation, data collection and analysis, re-
porting). Although the cited research reviews fo-
cused on surface markers of culture (e.g.,
ethnicity, language background), it is not only
important to acknowledge the need to transcend
the use of these indices of culture, but also to ac-
knowledge the limitations inherent in traditional
views of culture.
ADDRESSING SCHOOLS' GROWING
DIVERSITY: CONCEPTUAL LIMITS OF
TRADITIONAL VIEWS OF CULTURE
Research that makes use of diversity can be
grounded in views of culture that have important
theoretical limitations with significant method-
ological ramifications. For instance, this line of
work is often based on the assumption that only
certain groups in our society possess culture.
Thus, researchers from the dominant group in so-
ciety (i.e.. White and middle class) assume that
their activities, assumptions, • iues, and practices
are not cultural (Sue, 1999).
Moreover, it is often as>umed that the cul-
tures of minority groups are monolithic and static
(Artiles, 2003). For example, discursive practices
of African Americans are described as if these
practices never change and are used in the same
fashion by all members of this group. Method-
ologically, therefore, it is expected that researchers
only need to recruit members of a target commu-
nity because those individuals carry the same cul-
tural information as their fellow members.
Researchers proceed to document the cultural
traits and practices of samples and subsequently
derive applications for educational and psycholog-
ical models and programs that presumably apply
equally to all members of that community. It is
Exceptional Children 31 1
assumed that the patterns of practices docu-
mented reflect the essence of these groups and re-
main unaltered across time and spaces (see Artiles,
2003 and Gole, 1996 for discussions of such prac-
tices in research programs).
These assumptions limit the applications of
this line of research in policy and practice. For in-
stance, research on cultural groups might aim to
derive psychological and educational interven-
tions uniquely suited to the particular characteris-
tics of distinct cultural groups of students.
Nevertheless, several questions can be raised
about the assumptions underlying this ap-
proach—for example, is it realistic to develop
group-specific models in a society in which in-
creasingly more groups are represented, particu-
larly in schools? Furthermore, the cultural
practices of disparate groups are differentially val-
ued by mainstream society—for example, the nar-
rative styles of children from certain linguistic
groups and dialectal variations of English are de-
valued in schools (Lee, 2007; Smitherman, 2001).
How would differences in group status be re-
flected in the design of intervention models? How
would such equity concerns be addressed? These
issues have significant implications for inappro-
priate referrals to various services such as special
education, as well as for assessment practices that
are considered uniformly appropriate for groups
of students defined by labels such as English Lan-
guage Learners (ELLs).
In addition, research on cultural minority
groups is often construed as a special case of re-
search, often reduced to the use of distinct sam-
pling strategies (e.g., recruit members of groups
traditionally underrepresented in research stud-
ies). This assumption is often refiected in the or-
ganization of scholarly volumes in which a central
construct is covered across various chapters—for
example, learning disabilities interventions or
partnerships with families—and one chapter is
devoted to "diverse groups" (i.e., ethnic minority
groups). Again, the premise is that disabilities or
family life are not cultural; culture becomes a
consideration only in relation to certain groups.
"The difficulty is that with rare exceptions . . .
these populations are treated, in one way or an-
other, as problems" (Gole, 2000, p. 374). A re-
lated assumption is to view culture as an
independent variable in which the traits or prac-
tices of certain groups are assumed to cause be-
haviors—for example, membership in a cultural
group (e.g., ethnic minority) will determine how
a student thinks, learns, or relates to others
(Gutierrez & Rogoff, 2003).
These are limited assumptions about culture
and its role in human development. Researchers
need to enhance the approaches that make use of
diversity. More specifically, we envision special ed-
ucation and psychology research as situated cul-
tural practice. This means special education and
psychology research must be based on a view of
"human nature that places culture at the center of
its concerns" (Gole, 1998, p. 291). This is a fun-
damental idea because culture becomes ubiqui-
tous and requires that researchers tackle several
challenges related to the study of the cultural na-
ture of learning and development. For instance,
researchers are compelled to investigate questions
that
(1) do not reify culture in terms of specific
behavioral or attitudinal characteristics; (2)
do not isolate cultural particularities from
the economic, social, political, and historical
contexts in which they appear and function,
but rather take these contexts into account;
and (3) recognize cultural adaptation and
improvisation. (Paradise, 2002, p. 230)
An important implication is that researchers in
special education and psychology need to discon-
tinue culture-blind research practices and avoid
the use of a view of culture that is static, neatly
bounded across groups, and indexed as a group or
individual trait (e.g., ethnicity). Instead, we sug-
gest, a cultural historical model.
BEYOND RESEARCH ON CULTURAL
GROUPS: A SOCIOHISTORICAL VIEW
OF CULTURE
The preceding discussion suggests that researchers
need to account for the dynamic and instrumen-
tal nature of culture in research efforts (Erickson,
2002). Thus, we outline several central premises
of a cultural historical model, also known as so-
ciocultural or sociohistorical (Rogoff, 2003). This
perspective assumes human development and be-
havior are cultural and that the nature of social
institutions (e.g., schools, workplaces, families)
also has a cultural character (Rogoff). This means
3 1 2 Spring 2008
culture is not just what other people do. A related
theoretical premise is that human activity is medi-
ated by (material or psychological) cultural arti-
facts such as beliefs, values, customs, traditions,
tests, literacy practices, and interview protocols
that embody historical assumptions about their
appropriate or expected uses. Even developmental
skills and strategies traditionally considered uni-
versal (such as voluntary attention and attention
management by children and their mothers) are
mediated by cultural processes and practices
(Ghavajay & Rogoff, 1999). Because human be-
ings regularly interact with others and/or with the
tools of culture, cultural mediation processes
must be examined historically (i.e., over time) to
trace the origins and changes of developmental
processes.
This means special education and
psychology research must be based on a
view of "human nature thatplaces
culture at the center of its concerns. "
From this perspective, culture is "an im-
mense, distributed, self-regulating system consist-
ing of partial solutions to previously encountered
problems" (Gole, 1998, p. 294). Obviously, not
every member of a cultural community is exposed
to or learns all aspects of a culture; indeed, culture
is differentially distributed in patterned ways. For
instance, researchers have documented how
White middle and upper-middle class students
with disabilities possess the cultural capital
needed to advance their educational careers, in-
cluding access to institutions of higher education
(McGrath & Kuriloff, 1999). For this reason, cul-
tural communities embody patterned ways of en-
gaging with the world and within-community
diversity.
One key component of this model of culture
is an explicit attention to power. Gulture is dis-
tributed unevenly across the various members of a
community, which creates hierarchies in which
access to and the possession of certain practices,
knowledge, or other artifacts are endowed with
greater or lower values (Arzubiaga, 2007). These
hierarchies have deep historical roots as they are
reproduced (though often challenged) across gen-
erations. This is an important consideration be-
cause, in addition to the cultural practices that in-
dividuals and groups learn and use to mediate
their actions, social institutions also embody his-
torically grounded cultural practices that regulate
people's behaviors (e.g., discursive rules for class-
room talk or ways of relating to others at church
or at a school). Attention to institutional cultures
can help us understand better how inequity is cre-
ated and maintained for certain groups in our so-
ciety. Examples of issues and contexts on which
the role of institutional cultures can be studied in-
clude the contributions of schools to the dispro-
portionate representation of minority students in
special education, the recent racial (re)segi-egation
of schools and its concomitant differential alloca-
tion of resources, the persistence of prejudice and
stereotyping connected to school racial segrega-
tion, and the limited opportunity to learn in
schools experienced by immigrant students (Ar-
tiles, Trent & Palmer, 2004; Frankenberg, Lee, &
Orfield, 2003; O'Gonnor & Fernandez, 2006).
The sociohistorical model of culture outlined
in this section suggests that the analysis of devel-
opmental and learning processes must be situated
in people's activities, whether they are located in
everyday routines or experimental simulations.
This means researchers pay attention to the social
interactions of participants. In turn, the analysis
of the cultural work people do with each other is
informed by knowledge about what people bring
to a given situation (e.g., past cultural practices
that enable them to use thinking skills, language,
knowledge, etc.) and the institutiohal cultures in
which the interactions take place (McDermott,
Goldman, & Varenne, 2006).
This view of culture affords researchers rich
possibilities to pose more complex questions
about development, learning, and instruction arid
to understand the cultural communities served in
educational systems. This model allows re-
searchers to maintain their traditional concern
about cultural patterning of various communities,
but it also compels them to be attentive to
within-group diversity and to an individual's con-
struction of identities across contexts and time
(i.e., history). This is indeed an important theo-
retical premise because it implies that people are
active agents engaged in the production and repro-
duction of culture (Holland, Lachicotte, Skinner,
Exceptional Children 3 1 3
& Gain, 1998). It requires researchers to under-
stand, not people's cultures, but how people live
culturally (Ingold, as cited in Moll, 1997, p. 194).
It also affords the research community to re-imag-
ine communities, particularly those historically
marginalized and construed as culturally de-
prived, devoid of resources, and/or culturally stag-
nant (Artiles, Klingner, & Tate, 2006).
To summarize the arguments presented thus
far: We must refine how the notion of research is
theorized for at least one compelling reason. That
is, we must produce research that responds to the
growing diversity of the student population across
and within multiple contexts. The traditional re-
sponse to this challenge has been to conduct re-
search on cultural minorities. However, we
discussed how this practice is fraught with theo-
retical and methodological limitations. Instead of
focusing on culture as the exclusive possession of
certain groups in society, we propose a view of
culture that defines the human experience; thus,
culture is ubiquitous, dynamic, and has historical
roots. The technical work researchers do, there-
fore, is seen as situated in complex activity set-
tings that are imbued in cultural histories,
assumptions, and practices. For example, there are
distinctive core assumptions about the human ex-
perience that communities of researchers within
disciplines such as special education, psychology,
sociology, anthropology, and linguistics use in
their work. This means culture mediates how re-
searchers think, ask questions, collect and inter-
pret evidence, and report findings; hence, we
need to understand research as situated cultural
practice.
U N D E R S T A N D I N G RESEARCH AS
S I T U A T E D C U L T U R A L P R A C T I C E
Professional groups have developed guidelines and
criteria to judge the soundness and rigor of re-
search studies and made recommendations for the
use of research techniques and strategies (e.g.,
American Educational Research Association,
2006; Odom et al., 2005). Most scientists con-
ceptualize research as a purely technical enterprise
(Latour, 1999). However, there are other dimen-
sions of research practices that permeate the tech-
nical requirements; specifically, personal, social.
and ideological dimensions. Gonsistent with a cul-
tural historical view, we propose that these dimen-
sions of research, including the technical, are
grounded in a cultural stratum. We ground our
analysis in the substantial body of scholarship
produced in the sociology of science and social
studies of science (Knorr-Getina, 1999; Latour).
This work suggests that actual "scientists' practice
differs from that of its idealized characterizations
. . . real scientists in their daily work are anything
but disinterested and canonically rational" (Erick-
son & Gutierrez, 2002, p. 22).
[TJhere are distinctive core assumptions
about the human experience that
communities of researchers within
disciplines such as special education,
psychology, sociology, anthropology,
and linguistics use in their work.
The technical activities and actions required
to conduct research rely on the use of data collec-
tion and analysis tools, strategies, and procedures
that are grounded in cultural assumptions, tradi-
tions, and values. Research strategies for data col-
lection and analysis make visible or ignore aspects
of phenomena under study. For example, re-
searchers make a variety of decisions when tran-
scribing recorded interviews or interactions
among participants. Some analysts might decide
to transcribe only the content of participants' ver-
balizations, whereas others might be interested
not only in what people say but also in how they
say it (e.g., nonverbal communication informa-
tion such as pauses, voice intonation, gestures,
gaze, etc.).
Another example of the cultural nature of re-
search is the use of observational recording forms
to code student behaviors during small-group co-
operative work. Investigators might be interested
in using codes that reflect behavioral topography
to code on-task versus off-task behaviors. Other
researchers might be interested in using recording
forms and codes that enable them to measure af-
fective responses during joint attention. The point
is that researchers juxtapose recording forms
(along with their embedded coding schemes) with
Spring 2008
the observed world, and, throughout this process,
researchers engage in theory-building activities
that prompt them to include and note certain
things and ignore or discard others. The decisions
about transcription strategies or recording behav-
iors are grounded in assumptions about the phe-
nomenon under study and the relevant indices to
measure it. As Goodwin (2002) explained, "[t]his
is the place where the multifaceted complexity of
'nature' is transformed into the phenomenal cate-
gories that make up the work environment of a
scientific discipline. It is precisely here that nature
is transformed into culture" (p. S22).
Theoretical frameworks, research tools (e.g.,
observation protocols, behavioral checklists,
achievement or language proficiency tests), in-
cluding researcher-designed tasks, embody theo-
ries of competent performance that might not be
relevant or meaningful to a study informant's his-
tory of participation in his or her cultural com-
munity (Rogoff, 2003). Thus, technical aspects of
research contour researchers' and study partici-
pants' perceptual fields and mold how a phe-
nomenon is defined and studied (Goodwin,
2002).
We broaden the traditional exclusive focus
on the technical dimension by highlighting the
cultural work that is done to carry out the differ-
ent aspects of research studies. This cultural work
embodies (a) personal (what researchers bring to
their work such as assumptions, values, expecta-
tions, repertoires of cultural practices); (b) social
(interactions among researchers and between in-
vestigators and study participants); and (c) ideo-
logical (the values, beliefs, assumptions, and
practices that regulate and mediate the work and
lives of researchers and participants in institu-
tional settings) dimensions.
Researchers' and participants' interpretive
and analytical processes are mediated by their cul-
tural biographies {personal dimension). Paredes
(1984) and Rosaldo (1993) have analyzed the
ways in which well-meaning researchers use as-
sumptions, knowledge from past experiences, and
preconceptions about the communities in which
they work to make decisions during fieldwork.
For example, researchers might ascribe particular
traits to entire cultural communities based on in-
formants' statements made during interviews;
however, it is feasible that a deep understanding
of nuanced cultural expressions such as local
humor could have changed substantially the in-
terpretation of the informant's statement. Re-
searchers can also mis-represent individuals or
communities through the use of coding categories
based on stereotypical views of communities—for
example, immigrant mothers' reported discipline
practices can be misinterpreted as authoritarian
because of the lack of researchers' understanding
of the social ecology of a community's social net-
works and violence level (Arzubiaga, Geja, & Ar-
tiles, 2000).
The social dimension permeates every aspect
of the technical implementation of research. For
instance, researchers working with colleagues to
design a study, or researchers instructing infor-
mants on data collection peocedures engage in
complex social practices that entail interpretive
work and reasoning processes to achieve shared
understandings of project tasks, or reach agree-
ments on the meaning and goals of study activi-
ties. These social processes (and their concomitant
cognitive work) undoubtedly have a cultural
basis.
Time (i.e., history) is also a central factor in
this discussion. Research activities are enacted in
complex social contexts in which time plays a key
mediating role. This means that the biographical
trajectories (that include things like stances to-
ward authority, values, preferred communication
styles) of researchers and study informants medi-
ate how they interact with one another. However,
their interactions take place in institutional con-
texts (e.g., school classroom, testing room, princi-
pal's office, school cafeteria). These contexts also
encode cultural practices built over time that de-
fine people's roles, status and hierarchies, rules of
interactions and communication, and how rou-
tines should be enacted {ideological dimension).
Institutional cultural practices have histories that
create structures of advantage or disadvantage for
different participants. For instance, the discursive
practices privileged in classrooms afford advan-
tages to middle class students and can have im-
portant consequences for students who are not
familiar or have proficiency with such linguistic
practices (Lee, 2007). In short, multiple mediat-
ing forces layer researchers' and study participants'
interactions during research project activities
(e.g., biographies, institutional practices) that
Exceptional Children 3 1 5
have deep historical meanings and consequences.
People's performance in data collection tasks must
be interpreted as shaped in part by these histori-
cally grounded and contextual forces; hence, we
emphasize the notion of situated cultural practice.
To conclude, the conduct of research requires
the coordination of technical, personal, social,
and ideological dimensions. This is an important
argument because it poses several critical demands
on researchers beyond mastering techniques and
methods. We cannot discuss all the potential im-
plications of this far-reaching argument here. Our
goal is more modest. Rather, we discuss fieldwork
issues that make visible research as situated cul-
tural practice, and illustrate these fieldwork issues
with examples from quantitative and qualitative
studies.
RESEARCH AS A SITUATED
CULTURAL PRACTICE:
FIELDWORK EXEMPLARS
We discuss fieldwork issues that illustrate research
as situated cultural practice, namely, the composi-
tion of the research team and sampling decisions,
validity considerations in the design and imple-
mentation of data collection procedures, and the
roles of researchers during fieldwork. These re-
search issues have been debated in various disci-
plines such as sociology (Naples, 1996);
anthropology (Van Maanen, 1995); cultural psy-
chology (Cole, 1996); and education (Marshall &
Rossman, 2006), and will illustrate the notion of
research as situated cultural practice.
RESEARCH TEAM COMPOSITION AND
SAMPLING PROCEDURES: COMPLICATING
THE IDEA OF "INSIDER "
Guidelines for effective research practices recom-
mend the inclusion in research teams of key infor-
mants from the communities (e.g., schools,
neighborhoods) in which studies take place.
These informants play important roles that range
from supporting entry to the target communities,
to providing crucial information about the his-
tory, practices, and needs of their communities.
One of the challenges associated with this practice
is the researcher's lack of knowledge or under-
standing of the community's cultural practices.
This risk is heightened in projects that entail a
short-term data collection phase.
Key informants, for instance, could share in-
formation that is partially understood or even mis-
interpreted by researchers because of their lack of
familiarity with the community's language and cul-
tural practices. Paredes (1984) revisited several clas-
sic anthropological studies with Chicanos(as) and
Mexican Americans and showed how European
American anthropologists failed to understand nu-
ances and subtleties in the use of Spanish and other
local cultural practices. Paredes's scholarship, as
well as others, has called attention to various subtle
(yet highly consequential) cultural aspects of re-
searchers' work (Rosaldo, 1993; Stanfield & Den-
nis, 1993). Potentially damaging consequences
include researchers' misunderstanding and misrep-
resentation of communities' histories, practices,
and needs. Examples are listed in Table 1.
Researchers face similar challenges in quanti-
tative studies. Eor example, it is likely that re-
searchers recruit samples in communities different
from their own socioeconomic and educational
backgrounds, such as academically struggling
learners or students with learning disabilities
(LDs) in high-poverty schools. This is why it is al-
ways critical that research teams reflect on the na-
ture of their connection to the group being
studied (Goodnow, 2002). This practice might as-
sist researchers to proactively anticipate the infor-
mants' perception of what researchers are doing
and what they expect from informants. As Good-
now explained,
an early lesson in cultural studies is that peo-
ple often agree to what researchers ask out of
courtesy, amusement, expected benefit, or a
sense of duress. The "ideal" group for the
questions we have in mind may also he un-
willing to he involved or unlikely to respond
as we hope they will. When we consider our
actions from others' points of view, we learn
a great deal ahout what people perceive as
sensible tasks, reasonable questions, appro-
priate social behaviors, and the implicit so-
cial agreements that are part of any situation
that involves testing, interviewing, or obser-
vation, (p. 239, quotation marks in original)
Key informants or community insiders can play a
decisive role in research projects in terms of facili-
tating access to the target population and in the
Spring 2008
TABLE 1
Cultural Encounters in Research Projects and Their Potential Consequences
Cultural Encounters During Study Activities Reflections on Potential Consequences
Informants' perceptions of what the researcher's
main cultural community thinks of them.
The influence of researchers' affective responses
to informants.
The (often implicit) criteria used to recruit key
informants.
The history of interracial or interclass contact that
informants have with the researchers main cultural
community.
The history of trust toward mainstream institutions
that informants might have developed over time.
What do low income Latino students perceive that
European Americans think about them? How do these
perceptions mediate their performance in the study tasks?
How is the casual and informal demeanor of an African
American researcher perceived hy immigrant Cambodian
students?
How do narrow criteria related to social class and
surname produce skewed samples in Latino communities?
How does the history of conflict between Native
American and White groups mediate Native American
students' engagement with research tasks presented by a
White researcher?
How do Black immigrant Haitian parents living in a state
where anti-immigrant laws and policies are constantly
discussed and presented daily on the local news engage in
a parent involvement study?
Note. Content was drawn from Boesch, 1996; Goodnow, 2002; Paredes, 1984; and Rosaldo, 1993.
sampling process. Gueron (2001) discussed the
significant benefits derived from random assign-
ment (such as the increased reliability of estimates
of program impact) in her 25 years of experimen-
tal research. She also warned, however, about the
politics of random assignment that is often related
to, among other factors, relying on community
leaders and key informants for gaining access to
sites. If not handled carefully, study participants
might refuse to participate in the research or in-
troduce threats to the fidelity of interventions.
Gueron (2001) discussed several lessons
learned from her experimental work. We used
these lessons to craft a hypothetical example that
illustrates the cultural work involved in the com-
position of research teams and sampling proce-
dures. The hypothetical example is an
experimental intervention to increase the reading
achievement of ELLs with LDs. The study would
be conducted in a high-poverty community with
a high proportion of ELLs and African American
learners. Many members of this community
would be undocumented immigrants; as we
know, there are significant challenges related to
obtaining informed consents from and designing
data collection procedures that render valid and
reliable evidence with this population (Gornelius,
1982). This would make sample recruitment and
data collection more difficult and lengthy. In ad-
dition, the school staff might be torn about ran-
dom assignment, particularly with regard to
students in the control group ("All these students
ought to receive the intervention!" they might
say). School staff might also raise sustainability
questions ("What will happen after you finish
your study and we stay behind with no resources
to continue implementing the intervention?").
These situations would open a difficult negotia-
tion process to obtain informed consent that
could threaten the implementation of the study;
culturally knowledgeable leaders and key infor-
mants can play crucial roles in resolving these sit-
uations in ethical and professional ways (Gueron,
2001). Moreover, school leaders and key infor-
mants can be a critical source of support when
staff training is carried out. School personnel are
working under immense pressure to meet No
Child Left Behind (NGLB) and the Individuals
with Disabilities Education Act (IDEA) account-
ability and inclusion requirements; key infor-
Exceptional Children 3 1 7
mants and leaders with a deep understanding of
research sites and school community histories can
lay the groundwork to explain to overextended
school personnel the purpose and potential bene-
fits of the study, as well as the critical importance
of learning the study procedures during the train-
ing sessions.
We have presented, thus far, examples of the
challenges and risks associated with working with
community insiders. It is also necessary, however,
to raise questions about the very notion of
insiders. The practice of recruiting insiders is
based on the assumption that culture is cohesive;
that is, it is assumed that cultural communities
are homogeneous. The logic behind this practice
is that key informants are knowledgeable about
their cultural community—these individuals are
insiders in the target communities. For example,
researchers would recruit a Vietnamese person
from the Vietnamese community in which they
will conduct a study about the experiences of
Vietnamese parents of children with mental retar-
dation (MR). Researchers would assume such a
person is both knowledgeable about the culture of
the Vietnamese community and is considered an
insider by her fellow community members, in-
cluding the Vietnamese parents of children with
MR.
We made such an assumption in our selec-
tion of an individual to assist us with our research
in a Latino community. (The project was funded
by Vanderbilt University's Learning Sciences Insti-
tute. The Principal Investigators were Angela
Arzubiaga, Alfredo J. Artiles, David Bloome, and
Victoria Risko. The pilot research from which
these examples are taken focused on the language
practices and emergent biliteracy of ELLs who
had recently migrated to a southern state.) In our
attempt to choose a key informant who was
knowledgeable of and involved in the target com-
munity, it became evident that the insider status
was not a fixed position. Rather, the roles of in-
sider and outsider are dynamic and socially nego-
tiated through everyday practices (Holland et al.,
1998). Our research team recruited a Latina
woman whose pseudonym is Alicia. She was
highly recommended by the school as a leader of
the Latina(o) immigrant community in a small
southern town. Her daughter attended the school
in which we were doing our research, and she was
heavily involved in school activities. Field note
and journal evidence suggested that she was con-
sidered an insider by Latinas(os) as reflected in
the many roles she played to support these Latino
families. For instance, she was a trusted inter-
preter for many families wherever she was needed
in the community (e.g., hospitals, courts, school).
Indeed, Latino(a) parents had confianza (trust) in
Alicia.
However, we also learned over time there
were important differences between Alicia and the
other Latino families. Alicia's perspectives on cer-
tain critical issues were not necessarily aligned
with the views of many members of the Latino
immigrant community. For instance, many
Latino families supported bilingual education
programs, whereas Alicia supported English im-
mersion programs, which was the school's posi-
tion. It became gradually apparent that Alicia was
not always an insider in the Latino immigrant
community. We found out, for instance, that her
Anglo married name positioned her as an outsider
in the minds of many Latino families. Further-
more, her Anglo stepfather was born in the
United States, which socialized her to the prac-
tices of the dominant culture. She also informed
us that while she lived in Mexico, English was the
language spoken at home. On the one hand, in
some ways, Alicia was comfortable with and iden-
tified with the mainstream Anglo culture of the
United States. On the other hand, she identified
herself as Latina and was fully conscious of the
discrimination Latinos(as) experienced in this
town; in fact, she related instances in which she
felt discriminated against for being Latina.
After we learned about Alicia's status as both
insider and outsider in the Latino community,
our team decided to create spaces within the
research project to refiect and question the prob-
lematic dichotomy of insider and outsider identi-
ties. We expected these reflections and discussions
would inform Riture data collection and analysis
efforts and decisions. In addition, we invited Ali-
cia to some of the research team and school meet-
ings with teachers so that she would have access
to our views on literacy and language instruction.
We expected and found that access to our per-
spective helped her to better understand the pur-
pose of our project.
3 1 8
Spring 2008
To conclude, recruiting individuals who are
considered insiders in a cultural community is a
laudable and consequential strategy to support re-
searchers' work in project activities such as entry
to sites, sample recruitment, securing informed
consents, and staff training. Nevertheless, there
are significant risks associated with this practice.
The examples described make visible the cultural
nature of this research strategy because expecta-
tions about the appropriateness of a person as an
insider who can also assume an ahistorical position
in a community is illusory. Researchers can inad-
vertently essentialize cultural groups when they
assume that all members of a (professional, eth-
nic, socioeconomic, linguistic, etc.) community
act and think the same way, when, in reality,
"pure" or homogeneous cultures do not exist
(Cole, 1998). In fact, the examples suggest that
the construction of insider/outsider identities is
always a local accomplishment. Alicia's story
teaches us that researchers must strive to under-
stand how people assume, but are also given, and
co-construct multiple positions (e.g., insider, com-
petent, engaged) across contexts, depending on a
host of forces that include local communities'
practices and history, as well as a person's bio-
graphical trajectory. Researchers face important
challenges for the composition of research teams
and sampling strategies.
Of ECOLOGICAL VALIDITY AND POWER
IN DATA COLLECTION PROCEDURES
Attention to ecological validity helps us to under-
stand the idea of research as situated cultural
practice. Ecological validity is defined as "the ex-
tent to which behavior sampled in one setting can
be taken as characteristic of an individual's cogni-
tive processes in a range of other settings" (Cole,
1996, p. 222). Individuals' actions in experimen-
tal conditions are expected to represent their typi-
cal (cognitive, linguistic, social) performance
under similar conditions across settings. Qualita-
tive studies also focus on individuals' performance
in the target natural settings with the expectation
that the recorded performance reflects partici-
pants' routine ways. Ecological validity, on the
other hand, requires that researchers understand
the difference between "sampling the occurrence
of psychological tasks in different environments
and sampling environments within which to engi-
neer psychological tasks" (Cole, Hood, & McDer-
mott, 1997, pp. 52-53). This is particularly
important because study participants may not be
familiar with researcher-designed tasks or proce-
dures. Hence, the recorded behaviors might not
offer a valid instance of what the researchers
wanted to examine in the first place (Cole, 1996).
Unfortunately, interventions in psychology and
special education are often designed with evi-
dence obtained from ecologically invalid studies
(Cole, 2000). On a positive note, researchers in
fields like developmental psychology are becom-
ing more attentive to the sampling of everyday ac-
tivities/tasks to gauge situational competence and
increasingly acknowledge the key role social inter-
actions and interpersonal assistance play in devel-
opmental processes (Goodnow, 2002).
Ecologically valid inquiry requires researchers
to (a) target situations that are authentic to the
person's routine experiences and (b) work in set-
tings that accurately resemble the individual's ev-
eryday milieu (Cole, 1996). These requirements
rest on the assumption that there is an alignment
between researchers' andparticipants' understandings
of project goals and data collection activities.
Gueron (2001), for example, advised quantitative
researchers to help project participants under-
stand how flexibility can (and cannot) be used in
the study procedures. She explained,
[s]ites that decide to participate sometimes
come to vievvf the initial procedures as holy
writ. They may nearly kill themselves trying
to follow them without realizing you might
be able to make a change that will not matter
to the research but that will make their lives
much easier. They probably will have trouble
distinguishing between rules central to the
study and those that can be adjusted at the
margins, (p. 39)
Lack of research teams' and participants' under-
standing or confusion about the subtle but conse-
quential issue of data collection flexibility might
threaten the integrity of interventions. Again, this
issue depends largely on the participants' defini-
tion of the situation (e.g., the study procedures)
and its alignment with the researchers' perspective
(Cole etal., 1997).
It is important to recognize there are multi-
ple opportunities in the process of designing and
Exceptional Children
conducting research findings in which ecological
validity can be violated. Let us examine, for exam-
ple, some issues related to intervention studies.
Experimental intervention procedures differ from
everyday life in a number of ways. For instance,
researchers and participants rarely know how the
intervention tasks, procedures, or situations relate
to the participants' routine ways to perform or use
the cognitive, linguistic, or social strategies pur-
portedly tapped by the intervention (Lave, 1997).
Gersten et al. (2005) recommend checking fi-
delity implementation through the observation of
key features of an intervention, like drawing vi-
sual representations of a math problem. It is feasi-
ble that researchers obtain a high fidelity index in
such a project, but the fidelity measure would not
offer any insight on whether study participants
were familiar with drawing visual representations
of abstract ideas using school-based math codes,
or whether they were talented at representing
such concepts with narrative or artistic means in
their daily routines. In short, the implementation
of the intervention was conducted with high fi-
delity, but the intervention practice was not eco-
logically valid to gauge the participants' math
proficiency.
Experimental intervention procedures also
differ from everyday life in the timing of perfor-
mance demands (Lave, 1997). A teacher might al-
locate the required instructional time and enforce
the prescribed response latency in an early literacy
intervention study that targeted traditional skill
based outcomes (e.g., nonsense word fluency,
sound naming, blending, segmenting) that would
result in a high fidelity index. Nonetheless, atten-
tion to ecological validity would assist us to un-
derstand that several participating struggling
readers could interpret the intervention as mean-
ingless and boring, resulting in lack of engage-
ment with the tasks or delayed responses that, in
turn, would affect the impact of the intervention.
These are important ecological validity issues
researchers must be mindful of during the imple-
mentation of research projects. But even when re-
searchers design procedures with ecological
validity in mind, problems can arise. Let us illus-
trate this point with an example from our pilot
study on the emergence of biliteracy. A theoretical
premise of our project was that reading is situated
within readers' sociocultural contexts that, in
turn, implies that reading research should be lo-
cated in the realm of literacy and its practice (Lee,
2007). This model of literacy compelled us to be
concerned with collecting evidence in partici-
pants' everyday contexts, and, therefore, we de-
signed data collection tasks with explicit attention
to ecological validity.
In addition to documenting literacy practices
at school across contexts and languages, we aimed
to assess family literacy practices at home and in
the community. For this purpose, we gave video
cameras to families to record daily literacy activi-
ties. To our surprise, the video recordings t:hat
families produced depicted staged literacy events
at home that mirrored traditional school literacy
practices. For instance, we saw one of our target
students, Silvia (pseudonym), assume the role of a
pupil while her older sister became the teacher
who guided her to read a passage in English. The
sister spoke in a severe tone and extended com-
mands, corrected Silvia's pronunciation, and
rarely responded to her gestures. Other tapes
showed several episodes of Silvia sitting in front
of the camera with her books open, occasionally
turning the pages of her notebook or looking at
the camera. We realized that we neglected a cru-
cial component of ecological validity, namely, the
alignment between participants' definition of the
data collection procedure with the research team's
definition (Cole, 1996).
'. We deliberated how best to approach this
unexpected course of events. Researchers too
often may assume that clear and systematically
delivered instructions ensure that study partici-
pants share researchers' definitions of the data col-
lection tasks. It is further assumed that what
participants do or say in data collection tasks (i.e.,
their behaviors), refiect who they are, what they
think, and what they typically do outside of re-
search contexts in the domain under scrutiny. In
our project, a blatant deviation from what we ex-
pected to obtain made visible the fragility of these
assumptions. We were reminded that, "when we
speak, we afford subject positions to one another"
(Holland et al., 1998, p. 26). Our instructions af-
forded these families particular subject positions
as imitators of school teachers and pupils. Lan-
guage mediated largely how we afforded these po-
sitions. Noteworthy is that there is no term for
"literacy" in Spanish. One would need to describe
3 2 0
Spring2008
the idea at some length with some technical lan-
guage in order to convey the concept. A literal
Spanish translation of the word "literacy" is "read-
ing and writing" (lecto-escritura), which obvi-
ously does not reflect the complexity of this
construct. Framed this way, our directions sum-
moned school-like activities and, thus, they af-
forded the positions role-played by the families.
A couple of lessons ai'e worth mentioning.
First, researchers must rertiember to distinguish
between the production of an actual event (e.g.,
the actual "literacy" evehts caught on video at
home) and the meaningfulness of the event for the
people that produced them (Bloome & Clark,
2006). Although these families produced what
they seemingly thought was a literacy event at
home, we would need to gather additional infor-
mation about how meaningful the observed event
is for the routine cultural practices of the family.
This, of course, imposes additional demands on
researchers in terms of the duration and intensity
of data collection. (The result of our team's reflec-
tions and deliberations was that we changed how
the data collection task was framed. We opted for
a more open-ended approach, and thus, we asked
families to video recoi-d their daily routines. Our
plan was to subsequently identify literacy prac-
tices from those routihes through an iterative cod-
ing process.)
Another lesson is that a participant's behavior
cannot be interpreted as embodying her funda-
mental nature or her traits (e.g.. Latino student's
home literacy practices), but as the result of peo-
ple's situated efforts to participate in cultural prac-
tices in particular contexts. People's discourse and
actions in a given situation refiect how they re-
solve the constant tension between (a) the rules
prescribed by their cultural community and (b)
the positions they assume in particular circum-
stances and situations that compel them to nego-
tiate, comply, or innovate (Holland et al., 1998).
The families in our research project defined
the data collection task as a request to role-play
school literacy activities. This could have been in-
terpreted as a strange request. Nevertheless, the
families honored our petition. But why did they
acquiesce to such an unusual request? The answer,
in part, is grounded in another critical aspect of
ecological validity, namely, power. Life events, in-
cluding research activities, do not take place in a
vacuum. Every situation or event is always im-
bued with power. Where there are people, there
are roles, hierarchies, and, thus, power. An impor-
tant fact documented consistently in the sociol-
ogy and anthropology of education is that
comniunities create subtle cultural differentia-
tions within themselves through political pro-
cesses in which power is the main currency
(Bourdieu & Wacquant, 1992). In the United
States, certain groups (e.g., people with disabili-
ties, women, racial minorities, poor families,
some recent immigrant groups) occupy a lower
status, and, thus, they wield less power (Rosaldo,
1993). Over time, mainstream perceptions, val-
ues, and stances toward these oppressed groups
get fossilized, thus, building up historical residues
that permeate social interactions or institutional
policies. An example is the range of stereotypes
created about low-status groups with regard to
their abilities and values (e.g., poor families do
not value education; poor African Americans have
limited mathematical abilities but excel in the arts
and sports) and the pernicious consequences of
such stereotypes on these individuals' perfor-
mance in certain domains (Steele, 1997). Harry
and Klingner's (2006) 3-year study of minorities
in special education documents a host of exam-
ples in which negative historical residues about
minority children and families mediated how
school personnel represented them as dijferent
(e.g., disabled) and lacking.
Researchers can no longer assume that study
results represent a view from nowhere. All re-
searchers bring perspectives, assumptions, and ex-
pectations to their labor that are cultural in nature
and shape the work done in their projects. But
culture and power are not only indexed in peo-
ple's perspectives, they are encoded in the cate-
gories and discourses on which research questions
and analytical categories are grounded. Foucault's
idea of dividing practices is relevant in this discus-
sion—these are categories created for "organizing
and controlling people and subjecting them to the
goals of a social institution" (as cited in Bloome
& Clark, 2006, p. 237). Thus, it is germane to
ask how do researchers contribute to make school
dividing practices look "natural" for certain
groups of students through the questions they ask
and the methods used to gather evidence?
Exceptional Children
In summary, the notion of research as situ-
ated cultural practice is made visible in fieldwork
events in which ecological validity is at stake.
Concerns for ecological validity create crucial de-
mands on researchers for the design of research
data collection procedures and the task instruc-
tions for participants. These examples illustrate
the significance of checking for study participants'
familiarity with research tasks and activities as
well as the alignment between researchers' and
participants' understanding of research proce-
dures. Equally important is the role of power and
how researchers use it in investigative activities,
particularly with members of minority communi-
ties. These considerations also create additional
challenges for researchers in terms of the roles
they play in their projects.
RESEARCHER ROLES: TENSIONS BETWEEN
PROFESSIONAL DISTANCE AND
INFORMANTS' WELL-BEING
Researcher roles have been debated for a long
time in research communities (Brantlinger, 1999;
Rosaldo, 1993). Positivist approaches to research
expect researchers to be detached from study par-
ticipants as a way to preserve their objectivity.
From a naturalistic perspective, researchers as-
sume the role of the human instrument in which
they are expected to document the role of their
subjectivity in the research process (Marshall &
Rossman, 2006). However, there is disagreement
in the latter tradition regarding how involved the
researcher should be with his or her informants;
some argue for merely documenting their own
subjectivities (through keeping a journal, working
with a peer debriefer, etc.), whereas others with a
participatory bent do not object to becoming ad-
vocates for their informants. Ultimately, re-
searchers using all paradigms face fieldwork
situations in which their roles are challenged. This
issue has been framed as related to researcher
identities—researchers construct and (can) use
various identities during the research process
(Marshall & Rossman). For instance, researchers
can approach their work as a professional and
technical endeavor in which interest-free goals
and a distant position is adopted. In contrast,
other researchers might assume a transformative
stance in which the goal is to change oppressive
conditions and an activist identity is embraced
(Brantlinger). Harry (1996), for instance, de-
scribes how she adopted various researcher identi-
ties in her projects that included researcher as
Afro-Latina, Third World mother, inclusion stan-
dard bearer, and advocate. These identities were
shaped by specific contextual factors and the par-
ticipants involved in the projects.
We argue that independent of the roles em-
braced by researchers (from traditional to trans-
formative), all the work that goes into
constructing the division of labor in research pro-
jects entails cultural practices. Consistent with the
view of the culture we are using, power issues are
at the center of these processes. This is an impor-
tant consideration because researchers have signif-
icant power in research projects. In the end,
researchers' decisions about how to define their
roles are not based purely on technical considera-
tions; moral and ethical sensitivities are at the
heart of such decisions (Brantlinger, 1999). Inter-
esting examples about the intertwining of power,
ethical, and moral issues in the definition of re-
searcher roles are found in Harry's (1996) work.
In a study of Puerto Rican families with special
needs children and their communication with
special education professionals, she witnessed
school practices that violated legal rules in the
conduct of IEP meetings with a participating
mother. She did not advocate for the mother dur-
ing the meeting but informed her about the pro-
cedural anomalies after the meeting. Harry
reflected about her lack of involvement at the
meeting as related to her role as a doctoral stu-
dent, which positioned her in a more vulnerable
status.
In a subsequent study with African American
mothers of children with disabilities, Harry inter-
vened actively to advocate for a mother who had,
in her view, "been pressured into tears by the ar-
guments ofthe committee" (Harry, 1996, p.
298). Harry had to decide whether to adopt an
advocacy role in situations in which she was com-
mitted to the well-being of both the families of
children with disabilities and the school staff. In
one case, she opted to advocate for the parents
and assist them in presenting the goals for their
child with disabilities to the school personnel
(Harry).
3 2 2
Spring 2008
Researcher role dilemmas can also arise in
quantitative studies. For instance, researchers
leading a professional development experiment to
prepare teachers in the use of "response to inter-
vention" (RTI) strategies might face such a
quandary. It is feasible, for instance, that the re-
searchers might learn about teachers' low morale
in the target schools that is due to the overwhelm-
ing number of mandated reforms teachers are ex-
pected to implement. Moreover, a subgroup of
teachers in the selected schools might express
strong negative attitudes toward RTI for various
(unstated) reasons that seemingly suggest a lim-
ited understanding of RTI. What are researchers
to do? How can this information be used as ran-
dom assignment procedures are about to be im-
plemented? What role should researchers assume
with regard to their relationship with the partici-
pating teachers?
In all of these examples, decisions to pursue
particular roles are the result of cultural practices
related to normative assumptions and expecta-
tions of what research is about, the expected iden-
tities of the researchers, awareness about
researcher's power and how to exercise it, and the
contingencies of interactions during fieldwork.
These examples illustrate how researchers face sit-
uations in which some of the traditional expecta-
tions and norms for their roles were challenged.
As researchers face dilemmas, they make choices
about their identities and roles as researchers.
I M P L I C A T I O N S OF R E S E A R C H
AS S I T U A T E D C U L T U R A L
P R A C T I C E : T O W A R D
E P I S T E M I C R E F L E X I V I T Y
We explained earlier that the need to refine theo-
retically the notion of research is driven by two
major contemporary developments, namely, the
increasing diversity of the student population and
the growing pressure to respond to minority chil-
dren's needs and their longstanding pattern of un-
equal outcomes (Cole, 2000; Odom et al., 2005).
Moreover, the problems and questions studied in
psychology and special education are increasingly
complex, which require that researchers have ac-
cess to a wide range of methodological approaches
(Odom et al). We argue that one important effort
to respond to these challenges is to use the idea of
research as cultural practice in future research
programs. Our proposal raises significant chal-
lenges for researchers as illustrated by our exam-
ples on the composition of research teams,
sampling decisions, validity, and researcher roles.
We expect our analysis will promote critical delib-
erations about the cultural nature of human de-
velopment and learning and the cultural resources
we deploy to study them. These deliberations can
help research communities make progress in bet-
ter understand'ng and addressing effectively the
needs of students from marginalized communi-
ties, such as ethnic and linguistic minorities, im-
migrant students, and students w.'  disabilities.
TOWARD AN EPISTEMIC REFLEXIVITY IN
PSYCHOLOGY AND SPECIAL EDUCATION
The discussion of research as situ.i d cultural
practice sheds light on the cultural historical
forces that shape the design and application of in-
quiry strategies, procedures, techniques, and the
generation of knowledge. Rather than abandon
research with minority groups altogether, we ex-
pect our analysis and examples will compel re-
searchers to be mindful about the cultural nature
of their research projects. Specific issues to be ad-
dressed in future research include how research
teams are created, how access to communities is
achieved, how samples are defined and selected,
cultural considerations to achieve ecological valid-
ity, and the need for ongoing deliberation about
researcher roles. Although space constraints pre-
vent us from addressing these aspects, we outline
a few reflections about what we consider the most
critical and perhaps challenging implication of
our analysis, namely, to maintain a meta-aware-
ness about the fact that research is also a cultural
practice.
A meta-awareness about research practices
will help researchers to engage systematically in
critical self-reflection or embrace an "epistemic re-
flexivity" (Bourdieu & Wacquant, 1992), that is
"the inclusion of a theory of intellectual practice
as an integral component and necessary condition
of a critical theory of society" (Wacquant, 1992,
p. 36). Epistemic refiexivity summons a stance to-
ward the conduct of social science; as Wacquant
explains, this notion compels researchers to
Exceptional Children 323
engage in self-analysis as cultural producers. Epis-
temic reflexivity reminds us that disciplines and
the work of researchers can be the objects of
study, and it challenges researchers to examine
critically the social and cultural influences that
constitute theoretical categories and research prac-
tices (Erickson & Gutierrez, 2002; Moss, 2005).
Although epistemic reflexivity has been theo-
rized by various social scientists, we use Bour-
dieu's take on this construct (Bourdieu &
Wacquant, 1992). His primary focus
is not the individual analyst but the social
and intellectual unconscious emhedded in ana-
lytic tools and operations . . . . [He also de-
fined it as a] collective enterprise tather than
the hurden of the lone academic; and [he]
seeks not to assault hut to buttress tbe episte-
mological security of [psychology and special
education]. (p. 36; emphases in original)
Epistemic reflexivity can assist researchers to
tackle at least three sources of bias that were re-
flected in our analysis and examples. The first
source of bias is in the sociocultural markers such
as social class, ethnicity, and gender that filter the
researcher's gaze. The second source is in the loca-
tion of the researcher in the academic field that
affords her a particular point of view in relation to
others. It is assumed that scientific fields are social
fields with intellectual and political considera-
tions.
By htinging to consciousness those forces
that shape our understanding and practice,
we can attain some degree of control over
them and reconsider the practices and insti-
tutions through which they work so that the
field's incentives can hecome mote consistent
with its goals. (Moss, 2005, p. 26)
And third, the intellectualist bias that is found in
the "presuppositions inscribed in the fact of
thinking of the world, of retiring from the world
and from action in the world in order to think
that action" (Bourdieu & Wacquant, 1992, p.
39). These presuppositions are embedded in con-
structs and data collection and analytic tools,
strategies, and procedures. Epistemic reflexivity,
therefore, "calls less for intellectual introspection
than for the permanent sociological analysis and
control of [special education and psychological]
practice" (Bourdieu & Wacquant, p. 40).
The challenge for researchers is to institu-
tionalize epistemic refiexivity in the routine pro-
cedures of journal peer reviews and grant
evaluations, research design and conduct, and re-
searcher and leadership preparation. We expect
epistemic refiexivity will contribute to the consol-
idation of research communities with disparate
theoretical views and methodological approaches
that engage in routine discourse with one another
that can be characterized as "transformative criti-
cism" (Longino as cited in Green & McClelland,
1999, p. 229). This way, the traditional research
that documents mostly deficits and "typical" prac-
tices of minority communities will shift to ask
more complex questions about learning and de-
velopment as cultural endeavors. The consolida-
tion of an epistemic refiexivity will also assist us
to frame studies with explicitly stated assump-
tions about the cultural location of researchers
and the means they use to answer study questions
and hypotheses. In conclusion,
epistemic reflexivity invites intellectuals to
recognize and to work to neutralize the spe-
cific determinisms to which their innermost
thoughts are subjected and it informs a con-
ception of the craft of research designed to
strengthen its epistemological moorings.
(Bourdieu & Wacquant, 1992, p. 46)
This is indeed a highly consequential practice that
should be nurtured as we are living in an era in
which culture is becoming increasingly complex
and researchers are being challenged to account for
culture as the medium of human development.
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ABOUT THE AUTHORS
ANGELA E. ARZUBIAGA, Assistant Professor,
College of Education, Division of Psychology in
Education; ALFREDO J. ARTILES (CEC AZ
Federation), Professor, College of Education;
KATHLEEN A. KING, Doctoral Student, Divi-
sion of Curriculum & Instruction; and NANCY
HARRIS-MURRI, Doctoral Candidate, College
of Education, Division of Curriculum & Instruc-
tion, Arizona State University, Tempe.
The second author acknowledges the support of
the National Center for Culturally Responsive
Educational Systems under Grant #H326E020003
awarded by the U.S. Department of Education,
Office of Special Education Programs. Endorse-
ment by the ED of the ideas expressed in this
manuscript should not be inferred.
We are grateful to Stan Trent, Elizabeth Kozleski,
the editors, and three anonymous reviewers for
useful feedback in earlier versions of this
manuscript.
Address correspondence to Angela Arzubiaga, Ari-
zona State University, College of Education, P.O.
Box 870611, Payne Building, Room 440B,
Tempe, AZ 85287-0611 (e-mail: angeia.
arzubiaga@asu.edu).
Manuscript received September 2006; accepted
October 2007.
Why Are So Many Minority
Students in Special Education?
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in
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interactions with school personnel, the
teachers' and schools' estimation of the
children and their families, and the
school climate that influences decisions
about referrals. The book concludes
with recommendations for improving
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Council for
Exceptional
Children
Exceptional Children 327
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Research as situated cultural practice

  • 1. Vol. 74. No. 3, pp. 309-327. ©2008 Councilfor Exceptional Children. Exceptional Children Beyond Research On Cultural Minorities: Challenges and Implications of Research as Situated Cultural Practice ANGELA E. ARZUBIAGA ALFREDO J. ARTILES KATHLEEN A. KING NANCY HARRIS-MURRI Arizona State University ABSTRACT: This artick examines the cultural nature of research. This is a consequential idea as research knowledge is expected to inform professional practices for our increasingly multicultural society. We highlight theoretical and methodological limits ofthe traditional practice of research on cultural groups and outline research as situated cultural practice. This notion challenges researchers to widen the analytic spotlightfrom afocus on certain groups to shed light on two addi- tional aspects, namely, the sociocultural location ofthe researcher as a cultural being and member of a scientific field, and the cultural presuppositions in a field's habitual practices. We outline a model of culture that underlies the idea o/research as situated cultural practice. We illustrate this notion with quantitative and qualitative research examples and reflect on implications for future research. esearchers have conducted studies on cultural minorities as a means to produce knowl- edge that can be used to serve the educational and psycho- logical needs of our increasingly multicultural so- ciety. Although this is an important strategy to produce research knowledge that is responsive to heterogeneous populations, it falls short on several key theoretical grounds. Thus, this article exam- ines theoretically the cultural nature of research. We pursue this goal by developing two arguments; namely, we highlight the theoretical and method- ological limits of the traditional practice of re- search on cultural minority groups and outline the idea of research as situated cultural practice. Instead of devoting efforts to do research on certain mi- nority groups as special cases, we assume humans are cultural beings. The term "minority" is not used to reflect numerical representation. Instead, we use Cibson's (1991) definition of minority to describe groups that occupy a "subordinate Exceptional Children 3 0 9
  • 2. position in a multiethnic society, suffering from the disabilities of prejudice and discrimination, and maintaining a separate group identity. Even though individual members of the group may im- prove their social status, the group itself remains in a subordinate position in terms of its power to shape the dominant value system of the society or to share fully in its rewards" (p. 358). The notion of research as situated cultural practice proposes that what drives research, its purposes and uses, how meaning is made during the implementation of research practices, and the knowledge and representations that are produced are culturally and socially mediated and negoti- ated processes. The idea of research as situated cultural practice requires that the analytic spot- light be widened from an exclusive focus on cer- tain groups to shed light on two additional aspects. These are the sociocultural location of the researcher as an individual and a member of a sci- entific field, and the cultural presuppositions in the habitual practices of a field (e.g., theoretical categories, data collection and analysis tools; Bourdieu & Wacquant, 1992; Goodwin, 2002; Latour, 1999; Rosaldo, 1993). We define prac- tices as "actions that are repeated, shared with others in a social group, and invested with norma- tive expectations and with meanings or signifi- cances that go beyond the immediate goals of the action" (Miller & Goodnow, 1995, p. 7). Our analysis is based on the premise that re- search is one of the best tools societies have to generate knowledge in systematic ways, to inform professional practice, and ultimately to help mold the future of our communities (King, 1968). We must refine how research is theorized in psychol- ogy and special education as researchers respond to the rapid and ongoing transformation of the sociodemographic profile of the school popula- tion. (Although we present examples from special education and psychology, the literature from which we draw to make our arguments is interdis- ciplinary and has applications for the social sci- ences in general.) Gurrent demographic trends challenge researchers to produce knowledge bases that respond to the needs of growing groups of cultural minority students and to address the longstanding pattern of unequal outcomes (e.g., educational performance) across majority and mi- nority groups of students (Lee, 2002). The bulk of responses to addressing the needs of growing groups of cultural minorities and the pattern of unequal outcomes have been twofold: to ignore diversity or to make use of it (Gole, 1998). Examples ofthe former include En- glish-only curricula and pedagogical approaches adopted in states like Arizona, Massachusetts, and Galifornia. In contrast, efforts that make use of diversity include multicultural approaches and culturally responsive pedagogy (Banks & Banks, 2004). Many of these efforts are grounded in re- search on the cultural traits and practices of vari- ous groups that are then infused in psychological and educational interventions. In these ap- proaches, groups' cultural and linguistic practices are used as bridges to enhance the educational ex- periences and performance of these students (Gal- lego, Gole, & LGHG, 2001). However, as explained in the following, many of these efforts have significant theoretical limitations. Instead of relying on traditional research that focuses on the cultures represented in classrooms, we propose the idea of research as situated cultural practice. BACKGROUND AND FOUNDATIONS OF RESEARCH AS SITUATED CULTURAL PRACTICE The idea of research as situated cultural practice is grounded in interdisciplinary scholarship that uses a more dynamic and complex view of culture and links it systematically to human develop- ment. We integrate ideas from the sociology of science, cultural psychology, and anthropology (among others) to articulate the notion of re- search as a situated cultural practice (Gole, 1996; Engestrom & Middleton, 1998; Goodwin, 2002; Greeno, 1998; Latour, 1999; Rosaldo, 1993). The assumptions and implications of this idea are at the basis of a sociocultural paradigm. A central assumption of sociocultural research on child development, for example, is the "cultural and historical embeddedness of the inquiry itself" (Rogoff & Ghavajay, 1995, p. 871; see also Ro- goff & Angelillo, 2002). Unfortunately, re- searchers in psychology and special education have either ignored culture or used definitions with problematic assumptions. 3 I O Spring 2008
  • 3. LEGACIES AND RISKS OF CULTURE-BLIND FIELDS Researchers in psychology and special education often work today in predominately culture-blind fields. Systematic analysis of empirical studies published over substantial periods of time in peer- refereed journals in psychology, special education, and school psychology show that researchers have neglected to ask questions, or to document and/or analyze data that would shed light on the role of culture in human development and pro- vide alternative explanations for student achieve- ment and behavior other than student deficits, which are often assumed with minority group sta- tus (Donovan & Gross, 2002; Graham, 1992; Santos de Barona, 1993). Gulture-blindness is an ideology that perme- ates many spheres of social activity, including re- search practices. This ideology assumes that equity in a democratic society is achieved by ig- noring cultural differences and that culture and cultural differences are inconsequential. Gulture- blindness prevents researchers from focusing ex- plicitly on urgent issues that matter in today's changing world, such as questions related to the perpetuation of systems of advantage for certain groups or the racial stratification of societies. The special education community has also neglected the role of culture in human develop- ment. Artiles, Trent, and Kuan (1997) found that less than 3% of studies published in a 22-year pe- riod in four influential special education peer-re- viewed journals paid attention to even surface cultural markers, such as student race/ethnicity and social class. Perhaps the most compelling evi- dence of the legacy of culture-blindness in special education research practices is found in the recent National Academy of Sciences report on minority students in special education (Donovan & Gross, 2002). The authors acknowledged, for example, that "analysis for this report of the effect of race/ethnicity on special education placement or outcomes was made more difficult because many research studies did not specify the racial/ethnic composition of the sample or had too few minor- ity children to measure effects by race/ethnicity" (p. 381). These findings suggest that culture-blindness permeates research practices in these fields. Gul- ture-blind research has potentially costly conse- quences for a nation that is changing so rapidly along cultural lines. Gan we afford to inform pol- icy and practice with research knowledge gener- ated from the perspective of only the mainstream group in society? "[W]hat happens to the scholar- ship when some voices are privileged and some are silenced, or worse, ignored?" (Walker, 2005, p. 35). Researchers must acknowledge this silence and acknowledge the silences that enter inquiry projects at various points of the research process (e.g., problem/question formulation, sampling, instrumentation, data collection and analysis, re- porting). Although the cited research reviews fo- cused on surface markers of culture (e.g., ethnicity, language background), it is not only important to acknowledge the need to transcend the use of these indices of culture, but also to ac- knowledge the limitations inherent in traditional views of culture. ADDRESSING SCHOOLS' GROWING DIVERSITY: CONCEPTUAL LIMITS OF TRADITIONAL VIEWS OF CULTURE Research that makes use of diversity can be grounded in views of culture that have important theoretical limitations with significant method- ological ramifications. For instance, this line of work is often based on the assumption that only certain groups in our society possess culture. Thus, researchers from the dominant group in so- ciety (i.e.. White and middle class) assume that their activities, assumptions, • iues, and practices are not cultural (Sue, 1999). Moreover, it is often as>umed that the cul- tures of minority groups are monolithic and static (Artiles, 2003). For example, discursive practices of African Americans are described as if these practices never change and are used in the same fashion by all members of this group. Method- ologically, therefore, it is expected that researchers only need to recruit members of a target commu- nity because those individuals carry the same cul- tural information as their fellow members. Researchers proceed to document the cultural traits and practices of samples and subsequently derive applications for educational and psycholog- ical models and programs that presumably apply equally to all members of that community. It is Exceptional Children 31 1
  • 4. assumed that the patterns of practices docu- mented reflect the essence of these groups and re- main unaltered across time and spaces (see Artiles, 2003 and Gole, 1996 for discussions of such prac- tices in research programs). These assumptions limit the applications of this line of research in policy and practice. For in- stance, research on cultural groups might aim to derive psychological and educational interven- tions uniquely suited to the particular characteris- tics of distinct cultural groups of students. Nevertheless, several questions can be raised about the assumptions underlying this ap- proach—for example, is it realistic to develop group-specific models in a society in which in- creasingly more groups are represented, particu- larly in schools? Furthermore, the cultural practices of disparate groups are differentially val- ued by mainstream society—for example, the nar- rative styles of children from certain linguistic groups and dialectal variations of English are de- valued in schools (Lee, 2007; Smitherman, 2001). How would differences in group status be re- flected in the design of intervention models? How would such equity concerns be addressed? These issues have significant implications for inappro- priate referrals to various services such as special education, as well as for assessment practices that are considered uniformly appropriate for groups of students defined by labels such as English Lan- guage Learners (ELLs). In addition, research on cultural minority groups is often construed as a special case of re- search, often reduced to the use of distinct sam- pling strategies (e.g., recruit members of groups traditionally underrepresented in research stud- ies). This assumption is often refiected in the or- ganization of scholarly volumes in which a central construct is covered across various chapters—for example, learning disabilities interventions or partnerships with families—and one chapter is devoted to "diverse groups" (i.e., ethnic minority groups). Again, the premise is that disabilities or family life are not cultural; culture becomes a consideration only in relation to certain groups. "The difficulty is that with rare exceptions . . . these populations are treated, in one way or an- other, as problems" (Gole, 2000, p. 374). A re- lated assumption is to view culture as an independent variable in which the traits or prac- tices of certain groups are assumed to cause be- haviors—for example, membership in a cultural group (e.g., ethnic minority) will determine how a student thinks, learns, or relates to others (Gutierrez & Rogoff, 2003). These are limited assumptions about culture and its role in human development. Researchers need to enhance the approaches that make use of diversity. More specifically, we envision special ed- ucation and psychology research as situated cul- tural practice. This means special education and psychology research must be based on a view of "human nature that places culture at the center of its concerns" (Gole, 1998, p. 291). This is a fun- damental idea because culture becomes ubiqui- tous and requires that researchers tackle several challenges related to the study of the cultural na- ture of learning and development. For instance, researchers are compelled to investigate questions that (1) do not reify culture in terms of specific behavioral or attitudinal characteristics; (2) do not isolate cultural particularities from the economic, social, political, and historical contexts in which they appear and function, but rather take these contexts into account; and (3) recognize cultural adaptation and improvisation. (Paradise, 2002, p. 230) An important implication is that researchers in special education and psychology need to discon- tinue culture-blind research practices and avoid the use of a view of culture that is static, neatly bounded across groups, and indexed as a group or individual trait (e.g., ethnicity). Instead, we sug- gest, a cultural historical model. BEYOND RESEARCH ON CULTURAL GROUPS: A SOCIOHISTORICAL VIEW OF CULTURE The preceding discussion suggests that researchers need to account for the dynamic and instrumen- tal nature of culture in research efforts (Erickson, 2002). Thus, we outline several central premises of a cultural historical model, also known as so- ciocultural or sociohistorical (Rogoff, 2003). This perspective assumes human development and be- havior are cultural and that the nature of social institutions (e.g., schools, workplaces, families) also has a cultural character (Rogoff). This means 3 1 2 Spring 2008
  • 5. culture is not just what other people do. A related theoretical premise is that human activity is medi- ated by (material or psychological) cultural arti- facts such as beliefs, values, customs, traditions, tests, literacy practices, and interview protocols that embody historical assumptions about their appropriate or expected uses. Even developmental skills and strategies traditionally considered uni- versal (such as voluntary attention and attention management by children and their mothers) are mediated by cultural processes and practices (Ghavajay & Rogoff, 1999). Because human be- ings regularly interact with others and/or with the tools of culture, cultural mediation processes must be examined historically (i.e., over time) to trace the origins and changes of developmental processes. This means special education and psychology research must be based on a view of "human nature thatplaces culture at the center of its concerns. " From this perspective, culture is "an im- mense, distributed, self-regulating system consist- ing of partial solutions to previously encountered problems" (Gole, 1998, p. 294). Obviously, not every member of a cultural community is exposed to or learns all aspects of a culture; indeed, culture is differentially distributed in patterned ways. For instance, researchers have documented how White middle and upper-middle class students with disabilities possess the cultural capital needed to advance their educational careers, in- cluding access to institutions of higher education (McGrath & Kuriloff, 1999). For this reason, cul- tural communities embody patterned ways of en- gaging with the world and within-community diversity. One key component of this model of culture is an explicit attention to power. Gulture is dis- tributed unevenly across the various members of a community, which creates hierarchies in which access to and the possession of certain practices, knowledge, or other artifacts are endowed with greater or lower values (Arzubiaga, 2007). These hierarchies have deep historical roots as they are reproduced (though often challenged) across gen- erations. This is an important consideration be- cause, in addition to the cultural practices that in- dividuals and groups learn and use to mediate their actions, social institutions also embody his- torically grounded cultural practices that regulate people's behaviors (e.g., discursive rules for class- room talk or ways of relating to others at church or at a school). Attention to institutional cultures can help us understand better how inequity is cre- ated and maintained for certain groups in our so- ciety. Examples of issues and contexts on which the role of institutional cultures can be studied in- clude the contributions of schools to the dispro- portionate representation of minority students in special education, the recent racial (re)segi-egation of schools and its concomitant differential alloca- tion of resources, the persistence of prejudice and stereotyping connected to school racial segrega- tion, and the limited opportunity to learn in schools experienced by immigrant students (Ar- tiles, Trent & Palmer, 2004; Frankenberg, Lee, & Orfield, 2003; O'Gonnor & Fernandez, 2006). The sociohistorical model of culture outlined in this section suggests that the analysis of devel- opmental and learning processes must be situated in people's activities, whether they are located in everyday routines or experimental simulations. This means researchers pay attention to the social interactions of participants. In turn, the analysis of the cultural work people do with each other is informed by knowledge about what people bring to a given situation (e.g., past cultural practices that enable them to use thinking skills, language, knowledge, etc.) and the institutiohal cultures in which the interactions take place (McDermott, Goldman, & Varenne, 2006). This view of culture affords researchers rich possibilities to pose more complex questions about development, learning, and instruction arid to understand the cultural communities served in educational systems. This model allows re- searchers to maintain their traditional concern about cultural patterning of various communities, but it also compels them to be attentive to within-group diversity and to an individual's con- struction of identities across contexts and time (i.e., history). This is indeed an important theo- retical premise because it implies that people are active agents engaged in the production and repro- duction of culture (Holland, Lachicotte, Skinner, Exceptional Children 3 1 3
  • 6. & Gain, 1998). It requires researchers to under- stand, not people's cultures, but how people live culturally (Ingold, as cited in Moll, 1997, p. 194). It also affords the research community to re-imag- ine communities, particularly those historically marginalized and construed as culturally de- prived, devoid of resources, and/or culturally stag- nant (Artiles, Klingner, & Tate, 2006). To summarize the arguments presented thus far: We must refine how the notion of research is theorized for at least one compelling reason. That is, we must produce research that responds to the growing diversity of the student population across and within multiple contexts. The traditional re- sponse to this challenge has been to conduct re- search on cultural minorities. However, we discussed how this practice is fraught with theo- retical and methodological limitations. Instead of focusing on culture as the exclusive possession of certain groups in society, we propose a view of culture that defines the human experience; thus, culture is ubiquitous, dynamic, and has historical roots. The technical work researchers do, there- fore, is seen as situated in complex activity set- tings that are imbued in cultural histories, assumptions, and practices. For example, there are distinctive core assumptions about the human ex- perience that communities of researchers within disciplines such as special education, psychology, sociology, anthropology, and linguistics use in their work. This means culture mediates how re- searchers think, ask questions, collect and inter- pret evidence, and report findings; hence, we need to understand research as situated cultural practice. U N D E R S T A N D I N G RESEARCH AS S I T U A T E D C U L T U R A L P R A C T I C E Professional groups have developed guidelines and criteria to judge the soundness and rigor of re- search studies and made recommendations for the use of research techniques and strategies (e.g., American Educational Research Association, 2006; Odom et al., 2005). Most scientists con- ceptualize research as a purely technical enterprise (Latour, 1999). However, there are other dimen- sions of research practices that permeate the tech- nical requirements; specifically, personal, social. and ideological dimensions. Gonsistent with a cul- tural historical view, we propose that these dimen- sions of research, including the technical, are grounded in a cultural stratum. We ground our analysis in the substantial body of scholarship produced in the sociology of science and social studies of science (Knorr-Getina, 1999; Latour). This work suggests that actual "scientists' practice differs from that of its idealized characterizations . . . real scientists in their daily work are anything but disinterested and canonically rational" (Erick- son & Gutierrez, 2002, p. 22). [TJhere are distinctive core assumptions about the human experience that communities of researchers within disciplines such as special education, psychology, sociology, anthropology, and linguistics use in their work. The technical activities and actions required to conduct research rely on the use of data collec- tion and analysis tools, strategies, and procedures that are grounded in cultural assumptions, tradi- tions, and values. Research strategies for data col- lection and analysis make visible or ignore aspects of phenomena under study. For example, re- searchers make a variety of decisions when tran- scribing recorded interviews or interactions among participants. Some analysts might decide to transcribe only the content of participants' ver- balizations, whereas others might be interested not only in what people say but also in how they say it (e.g., nonverbal communication informa- tion such as pauses, voice intonation, gestures, gaze, etc.). Another example of the cultural nature of re- search is the use of observational recording forms to code student behaviors during small-group co- operative work. Investigators might be interested in using codes that reflect behavioral topography to code on-task versus off-task behaviors. Other researchers might be interested in using recording forms and codes that enable them to measure af- fective responses during joint attention. The point is that researchers juxtapose recording forms (along with their embedded coding schemes) with Spring 2008
  • 7. the observed world, and, throughout this process, researchers engage in theory-building activities that prompt them to include and note certain things and ignore or discard others. The decisions about transcription strategies or recording behav- iors are grounded in assumptions about the phe- nomenon under study and the relevant indices to measure it. As Goodwin (2002) explained, "[t]his is the place where the multifaceted complexity of 'nature' is transformed into the phenomenal cate- gories that make up the work environment of a scientific discipline. It is precisely here that nature is transformed into culture" (p. S22). Theoretical frameworks, research tools (e.g., observation protocols, behavioral checklists, achievement or language proficiency tests), in- cluding researcher-designed tasks, embody theo- ries of competent performance that might not be relevant or meaningful to a study informant's his- tory of participation in his or her cultural com- munity (Rogoff, 2003). Thus, technical aspects of research contour researchers' and study partici- pants' perceptual fields and mold how a phe- nomenon is defined and studied (Goodwin, 2002). We broaden the traditional exclusive focus on the technical dimension by highlighting the cultural work that is done to carry out the differ- ent aspects of research studies. This cultural work embodies (a) personal (what researchers bring to their work such as assumptions, values, expecta- tions, repertoires of cultural practices); (b) social (interactions among researchers and between in- vestigators and study participants); and (c) ideo- logical (the values, beliefs, assumptions, and practices that regulate and mediate the work and lives of researchers and participants in institu- tional settings) dimensions. Researchers' and participants' interpretive and analytical processes are mediated by their cul- tural biographies {personal dimension). Paredes (1984) and Rosaldo (1993) have analyzed the ways in which well-meaning researchers use as- sumptions, knowledge from past experiences, and preconceptions about the communities in which they work to make decisions during fieldwork. For example, researchers might ascribe particular traits to entire cultural communities based on in- formants' statements made during interviews; however, it is feasible that a deep understanding of nuanced cultural expressions such as local humor could have changed substantially the in- terpretation of the informant's statement. Re- searchers can also mis-represent individuals or communities through the use of coding categories based on stereotypical views of communities—for example, immigrant mothers' reported discipline practices can be misinterpreted as authoritarian because of the lack of researchers' understanding of the social ecology of a community's social net- works and violence level (Arzubiaga, Geja, & Ar- tiles, 2000). The social dimension permeates every aspect of the technical implementation of research. For instance, researchers working with colleagues to design a study, or researchers instructing infor- mants on data collection peocedures engage in complex social practices that entail interpretive work and reasoning processes to achieve shared understandings of project tasks, or reach agree- ments on the meaning and goals of study activi- ties. These social processes (and their concomitant cognitive work) undoubtedly have a cultural basis. Time (i.e., history) is also a central factor in this discussion. Research activities are enacted in complex social contexts in which time plays a key mediating role. This means that the biographical trajectories (that include things like stances to- ward authority, values, preferred communication styles) of researchers and study informants medi- ate how they interact with one another. However, their interactions take place in institutional con- texts (e.g., school classroom, testing room, princi- pal's office, school cafeteria). These contexts also encode cultural practices built over time that de- fine people's roles, status and hierarchies, rules of interactions and communication, and how rou- tines should be enacted {ideological dimension). Institutional cultural practices have histories that create structures of advantage or disadvantage for different participants. For instance, the discursive practices privileged in classrooms afford advan- tages to middle class students and can have im- portant consequences for students who are not familiar or have proficiency with such linguistic practices (Lee, 2007). In short, multiple mediat- ing forces layer researchers' and study participants' interactions during research project activities (e.g., biographies, institutional practices) that Exceptional Children 3 1 5
  • 8. have deep historical meanings and consequences. People's performance in data collection tasks must be interpreted as shaped in part by these histori- cally grounded and contextual forces; hence, we emphasize the notion of situated cultural practice. To conclude, the conduct of research requires the coordination of technical, personal, social, and ideological dimensions. This is an important argument because it poses several critical demands on researchers beyond mastering techniques and methods. We cannot discuss all the potential im- plications of this far-reaching argument here. Our goal is more modest. Rather, we discuss fieldwork issues that make visible research as situated cul- tural practice, and illustrate these fieldwork issues with examples from quantitative and qualitative studies. RESEARCH AS A SITUATED CULTURAL PRACTICE: FIELDWORK EXEMPLARS We discuss fieldwork issues that illustrate research as situated cultural practice, namely, the composi- tion of the research team and sampling decisions, validity considerations in the design and imple- mentation of data collection procedures, and the roles of researchers during fieldwork. These re- search issues have been debated in various disci- plines such as sociology (Naples, 1996); anthropology (Van Maanen, 1995); cultural psy- chology (Cole, 1996); and education (Marshall & Rossman, 2006), and will illustrate the notion of research as situated cultural practice. RESEARCH TEAM COMPOSITION AND SAMPLING PROCEDURES: COMPLICATING THE IDEA OF "INSIDER " Guidelines for effective research practices recom- mend the inclusion in research teams of key infor- mants from the communities (e.g., schools, neighborhoods) in which studies take place. These informants play important roles that range from supporting entry to the target communities, to providing crucial information about the his- tory, practices, and needs of their communities. One of the challenges associated with this practice is the researcher's lack of knowledge or under- standing of the community's cultural practices. This risk is heightened in projects that entail a short-term data collection phase. Key informants, for instance, could share in- formation that is partially understood or even mis- interpreted by researchers because of their lack of familiarity with the community's language and cul- tural practices. Paredes (1984) revisited several clas- sic anthropological studies with Chicanos(as) and Mexican Americans and showed how European American anthropologists failed to understand nu- ances and subtleties in the use of Spanish and other local cultural practices. Paredes's scholarship, as well as others, has called attention to various subtle (yet highly consequential) cultural aspects of re- searchers' work (Rosaldo, 1993; Stanfield & Den- nis, 1993). Potentially damaging consequences include researchers' misunderstanding and misrep- resentation of communities' histories, practices, and needs. Examples are listed in Table 1. Researchers face similar challenges in quanti- tative studies. Eor example, it is likely that re- searchers recruit samples in communities different from their own socioeconomic and educational backgrounds, such as academically struggling learners or students with learning disabilities (LDs) in high-poverty schools. This is why it is al- ways critical that research teams reflect on the na- ture of their connection to the group being studied (Goodnow, 2002). This practice might as- sist researchers to proactively anticipate the infor- mants' perception of what researchers are doing and what they expect from informants. As Good- now explained, an early lesson in cultural studies is that peo- ple often agree to what researchers ask out of courtesy, amusement, expected benefit, or a sense of duress. The "ideal" group for the questions we have in mind may also he un- willing to he involved or unlikely to respond as we hope they will. When we consider our actions from others' points of view, we learn a great deal ahout what people perceive as sensible tasks, reasonable questions, appro- priate social behaviors, and the implicit so- cial agreements that are part of any situation that involves testing, interviewing, or obser- vation, (p. 239, quotation marks in original) Key informants or community insiders can play a decisive role in research projects in terms of facili- tating access to the target population and in the Spring 2008
  • 9. TABLE 1 Cultural Encounters in Research Projects and Their Potential Consequences Cultural Encounters During Study Activities Reflections on Potential Consequences Informants' perceptions of what the researcher's main cultural community thinks of them. The influence of researchers' affective responses to informants. The (often implicit) criteria used to recruit key informants. The history of interracial or interclass contact that informants have with the researchers main cultural community. The history of trust toward mainstream institutions that informants might have developed over time. What do low income Latino students perceive that European Americans think about them? How do these perceptions mediate their performance in the study tasks? How is the casual and informal demeanor of an African American researcher perceived hy immigrant Cambodian students? How do narrow criteria related to social class and surname produce skewed samples in Latino communities? How does the history of conflict between Native American and White groups mediate Native American students' engagement with research tasks presented by a White researcher? How do Black immigrant Haitian parents living in a state where anti-immigrant laws and policies are constantly discussed and presented daily on the local news engage in a parent involvement study? Note. Content was drawn from Boesch, 1996; Goodnow, 2002; Paredes, 1984; and Rosaldo, 1993. sampling process. Gueron (2001) discussed the significant benefits derived from random assign- ment (such as the increased reliability of estimates of program impact) in her 25 years of experimen- tal research. She also warned, however, about the politics of random assignment that is often related to, among other factors, relying on community leaders and key informants for gaining access to sites. If not handled carefully, study participants might refuse to participate in the research or in- troduce threats to the fidelity of interventions. Gueron (2001) discussed several lessons learned from her experimental work. We used these lessons to craft a hypothetical example that illustrates the cultural work involved in the com- position of research teams and sampling proce- dures. The hypothetical example is an experimental intervention to increase the reading achievement of ELLs with LDs. The study would be conducted in a high-poverty community with a high proportion of ELLs and African American learners. Many members of this community would be undocumented immigrants; as we know, there are significant challenges related to obtaining informed consents from and designing data collection procedures that render valid and reliable evidence with this population (Gornelius, 1982). This would make sample recruitment and data collection more difficult and lengthy. In ad- dition, the school staff might be torn about ran- dom assignment, particularly with regard to students in the control group ("All these students ought to receive the intervention!" they might say). School staff might also raise sustainability questions ("What will happen after you finish your study and we stay behind with no resources to continue implementing the intervention?"). These situations would open a difficult negotia- tion process to obtain informed consent that could threaten the implementation of the study; culturally knowledgeable leaders and key infor- mants can play crucial roles in resolving these sit- uations in ethical and professional ways (Gueron, 2001). Moreover, school leaders and key infor- mants can be a critical source of support when staff training is carried out. School personnel are working under immense pressure to meet No Child Left Behind (NGLB) and the Individuals with Disabilities Education Act (IDEA) account- ability and inclusion requirements; key infor- Exceptional Children 3 1 7
  • 10. mants and leaders with a deep understanding of research sites and school community histories can lay the groundwork to explain to overextended school personnel the purpose and potential bene- fits of the study, as well as the critical importance of learning the study procedures during the train- ing sessions. We have presented, thus far, examples of the challenges and risks associated with working with community insiders. It is also necessary, however, to raise questions about the very notion of insiders. The practice of recruiting insiders is based on the assumption that culture is cohesive; that is, it is assumed that cultural communities are homogeneous. The logic behind this practice is that key informants are knowledgeable about their cultural community—these individuals are insiders in the target communities. For example, researchers would recruit a Vietnamese person from the Vietnamese community in which they will conduct a study about the experiences of Vietnamese parents of children with mental retar- dation (MR). Researchers would assume such a person is both knowledgeable about the culture of the Vietnamese community and is considered an insider by her fellow community members, in- cluding the Vietnamese parents of children with MR. We made such an assumption in our selec- tion of an individual to assist us with our research in a Latino community. (The project was funded by Vanderbilt University's Learning Sciences Insti- tute. The Principal Investigators were Angela Arzubiaga, Alfredo J. Artiles, David Bloome, and Victoria Risko. The pilot research from which these examples are taken focused on the language practices and emergent biliteracy of ELLs who had recently migrated to a southern state.) In our attempt to choose a key informant who was knowledgeable of and involved in the target com- munity, it became evident that the insider status was not a fixed position. Rather, the roles of in- sider and outsider are dynamic and socially nego- tiated through everyday practices (Holland et al., 1998). Our research team recruited a Latina woman whose pseudonym is Alicia. She was highly recommended by the school as a leader of the Latina(o) immigrant community in a small southern town. Her daughter attended the school in which we were doing our research, and she was heavily involved in school activities. Field note and journal evidence suggested that she was con- sidered an insider by Latinas(os) as reflected in the many roles she played to support these Latino families. For instance, she was a trusted inter- preter for many families wherever she was needed in the community (e.g., hospitals, courts, school). Indeed, Latino(a) parents had confianza (trust) in Alicia. However, we also learned over time there were important differences between Alicia and the other Latino families. Alicia's perspectives on cer- tain critical issues were not necessarily aligned with the views of many members of the Latino immigrant community. For instance, many Latino families supported bilingual education programs, whereas Alicia supported English im- mersion programs, which was the school's posi- tion. It became gradually apparent that Alicia was not always an insider in the Latino immigrant community. We found out, for instance, that her Anglo married name positioned her as an outsider in the minds of many Latino families. Further- more, her Anglo stepfather was born in the United States, which socialized her to the prac- tices of the dominant culture. She also informed us that while she lived in Mexico, English was the language spoken at home. On the one hand, in some ways, Alicia was comfortable with and iden- tified with the mainstream Anglo culture of the United States. On the other hand, she identified herself as Latina and was fully conscious of the discrimination Latinos(as) experienced in this town; in fact, she related instances in which she felt discriminated against for being Latina. After we learned about Alicia's status as both insider and outsider in the Latino community, our team decided to create spaces within the research project to refiect and question the prob- lematic dichotomy of insider and outsider identi- ties. We expected these reflections and discussions would inform Riture data collection and analysis efforts and decisions. In addition, we invited Ali- cia to some of the research team and school meet- ings with teachers so that she would have access to our views on literacy and language instruction. We expected and found that access to our per- spective helped her to better understand the pur- pose of our project. 3 1 8 Spring 2008
  • 11. To conclude, recruiting individuals who are considered insiders in a cultural community is a laudable and consequential strategy to support re- searchers' work in project activities such as entry to sites, sample recruitment, securing informed consents, and staff training. Nevertheless, there are significant risks associated with this practice. The examples described make visible the cultural nature of this research strategy because expecta- tions about the appropriateness of a person as an insider who can also assume an ahistorical position in a community is illusory. Researchers can inad- vertently essentialize cultural groups when they assume that all members of a (professional, eth- nic, socioeconomic, linguistic, etc.) community act and think the same way, when, in reality, "pure" or homogeneous cultures do not exist (Cole, 1998). In fact, the examples suggest that the construction of insider/outsider identities is always a local accomplishment. Alicia's story teaches us that researchers must strive to under- stand how people assume, but are also given, and co-construct multiple positions (e.g., insider, com- petent, engaged) across contexts, depending on a host of forces that include local communities' practices and history, as well as a person's bio- graphical trajectory. Researchers face important challenges for the composition of research teams and sampling strategies. Of ECOLOGICAL VALIDITY AND POWER IN DATA COLLECTION PROCEDURES Attention to ecological validity helps us to under- stand the idea of research as situated cultural practice. Ecological validity is defined as "the ex- tent to which behavior sampled in one setting can be taken as characteristic of an individual's cogni- tive processes in a range of other settings" (Cole, 1996, p. 222). Individuals' actions in experimen- tal conditions are expected to represent their typi- cal (cognitive, linguistic, social) performance under similar conditions across settings. Qualita- tive studies also focus on individuals' performance in the target natural settings with the expectation that the recorded performance reflects partici- pants' routine ways. Ecological validity, on the other hand, requires that researchers understand the difference between "sampling the occurrence of psychological tasks in different environments and sampling environments within which to engi- neer psychological tasks" (Cole, Hood, & McDer- mott, 1997, pp. 52-53). This is particularly important because study participants may not be familiar with researcher-designed tasks or proce- dures. Hence, the recorded behaviors might not offer a valid instance of what the researchers wanted to examine in the first place (Cole, 1996). Unfortunately, interventions in psychology and special education are often designed with evi- dence obtained from ecologically invalid studies (Cole, 2000). On a positive note, researchers in fields like developmental psychology are becom- ing more attentive to the sampling of everyday ac- tivities/tasks to gauge situational competence and increasingly acknowledge the key role social inter- actions and interpersonal assistance play in devel- opmental processes (Goodnow, 2002). Ecologically valid inquiry requires researchers to (a) target situations that are authentic to the person's routine experiences and (b) work in set- tings that accurately resemble the individual's ev- eryday milieu (Cole, 1996). These requirements rest on the assumption that there is an alignment between researchers' andparticipants' understandings of project goals and data collection activities. Gueron (2001), for example, advised quantitative researchers to help project participants under- stand how flexibility can (and cannot) be used in the study procedures. She explained, [s]ites that decide to participate sometimes come to vievvf the initial procedures as holy writ. They may nearly kill themselves trying to follow them without realizing you might be able to make a change that will not matter to the research but that will make their lives much easier. They probably will have trouble distinguishing between rules central to the study and those that can be adjusted at the margins, (p. 39) Lack of research teams' and participants' under- standing or confusion about the subtle but conse- quential issue of data collection flexibility might threaten the integrity of interventions. Again, this issue depends largely on the participants' defini- tion of the situation (e.g., the study procedures) and its alignment with the researchers' perspective (Cole etal., 1997). It is important to recognize there are multi- ple opportunities in the process of designing and Exceptional Children
  • 12. conducting research findings in which ecological validity can be violated. Let us examine, for exam- ple, some issues related to intervention studies. Experimental intervention procedures differ from everyday life in a number of ways. For instance, researchers and participants rarely know how the intervention tasks, procedures, or situations relate to the participants' routine ways to perform or use the cognitive, linguistic, or social strategies pur- portedly tapped by the intervention (Lave, 1997). Gersten et al. (2005) recommend checking fi- delity implementation through the observation of key features of an intervention, like drawing vi- sual representations of a math problem. It is feasi- ble that researchers obtain a high fidelity index in such a project, but the fidelity measure would not offer any insight on whether study participants were familiar with drawing visual representations of abstract ideas using school-based math codes, or whether they were talented at representing such concepts with narrative or artistic means in their daily routines. In short, the implementation of the intervention was conducted with high fi- delity, but the intervention practice was not eco- logically valid to gauge the participants' math proficiency. Experimental intervention procedures also differ from everyday life in the timing of perfor- mance demands (Lave, 1997). A teacher might al- locate the required instructional time and enforce the prescribed response latency in an early literacy intervention study that targeted traditional skill based outcomes (e.g., nonsense word fluency, sound naming, blending, segmenting) that would result in a high fidelity index. Nonetheless, atten- tion to ecological validity would assist us to un- derstand that several participating struggling readers could interpret the intervention as mean- ingless and boring, resulting in lack of engage- ment with the tasks or delayed responses that, in turn, would affect the impact of the intervention. These are important ecological validity issues researchers must be mindful of during the imple- mentation of research projects. But even when re- searchers design procedures with ecological validity in mind, problems can arise. Let us illus- trate this point with an example from our pilot study on the emergence of biliteracy. A theoretical premise of our project was that reading is situated within readers' sociocultural contexts that, in turn, implies that reading research should be lo- cated in the realm of literacy and its practice (Lee, 2007). This model of literacy compelled us to be concerned with collecting evidence in partici- pants' everyday contexts, and, therefore, we de- signed data collection tasks with explicit attention to ecological validity. In addition to documenting literacy practices at school across contexts and languages, we aimed to assess family literacy practices at home and in the community. For this purpose, we gave video cameras to families to record daily literacy activi- ties. To our surprise, the video recordings t:hat families produced depicted staged literacy events at home that mirrored traditional school literacy practices. For instance, we saw one of our target students, Silvia (pseudonym), assume the role of a pupil while her older sister became the teacher who guided her to read a passage in English. The sister spoke in a severe tone and extended com- mands, corrected Silvia's pronunciation, and rarely responded to her gestures. Other tapes showed several episodes of Silvia sitting in front of the camera with her books open, occasionally turning the pages of her notebook or looking at the camera. We realized that we neglected a cru- cial component of ecological validity, namely, the alignment between participants' definition of the data collection procedure with the research team's definition (Cole, 1996). '. We deliberated how best to approach this unexpected course of events. Researchers too often may assume that clear and systematically delivered instructions ensure that study partici- pants share researchers' definitions of the data col- lection tasks. It is further assumed that what participants do or say in data collection tasks (i.e., their behaviors), refiect who they are, what they think, and what they typically do outside of re- search contexts in the domain under scrutiny. In our project, a blatant deviation from what we ex- pected to obtain made visible the fragility of these assumptions. We were reminded that, "when we speak, we afford subject positions to one another" (Holland et al., 1998, p. 26). Our instructions af- forded these families particular subject positions as imitators of school teachers and pupils. Lan- guage mediated largely how we afforded these po- sitions. Noteworthy is that there is no term for "literacy" in Spanish. One would need to describe 3 2 0 Spring2008
  • 13. the idea at some length with some technical lan- guage in order to convey the concept. A literal Spanish translation of the word "literacy" is "read- ing and writing" (lecto-escritura), which obvi- ously does not reflect the complexity of this construct. Framed this way, our directions sum- moned school-like activities and, thus, they af- forded the positions role-played by the families. A couple of lessons ai'e worth mentioning. First, researchers must rertiember to distinguish between the production of an actual event (e.g., the actual "literacy" evehts caught on video at home) and the meaningfulness of the event for the people that produced them (Bloome & Clark, 2006). Although these families produced what they seemingly thought was a literacy event at home, we would need to gather additional infor- mation about how meaningful the observed event is for the routine cultural practices of the family. This, of course, imposes additional demands on researchers in terms of the duration and intensity of data collection. (The result of our team's reflec- tions and deliberations was that we changed how the data collection task was framed. We opted for a more open-ended approach, and thus, we asked families to video recoi-d their daily routines. Our plan was to subsequently identify literacy prac- tices from those routihes through an iterative cod- ing process.) Another lesson is that a participant's behavior cannot be interpreted as embodying her funda- mental nature or her traits (e.g.. Latino student's home literacy practices), but as the result of peo- ple's situated efforts to participate in cultural prac- tices in particular contexts. People's discourse and actions in a given situation refiect how they re- solve the constant tension between (a) the rules prescribed by their cultural community and (b) the positions they assume in particular circum- stances and situations that compel them to nego- tiate, comply, or innovate (Holland et al., 1998). The families in our research project defined the data collection task as a request to role-play school literacy activities. This could have been in- terpreted as a strange request. Nevertheless, the families honored our petition. But why did they acquiesce to such an unusual request? The answer, in part, is grounded in another critical aspect of ecological validity, namely, power. Life events, in- cluding research activities, do not take place in a vacuum. Every situation or event is always im- bued with power. Where there are people, there are roles, hierarchies, and, thus, power. An impor- tant fact documented consistently in the sociol- ogy and anthropology of education is that comniunities create subtle cultural differentia- tions within themselves through political pro- cesses in which power is the main currency (Bourdieu & Wacquant, 1992). In the United States, certain groups (e.g., people with disabili- ties, women, racial minorities, poor families, some recent immigrant groups) occupy a lower status, and, thus, they wield less power (Rosaldo, 1993). Over time, mainstream perceptions, val- ues, and stances toward these oppressed groups get fossilized, thus, building up historical residues that permeate social interactions or institutional policies. An example is the range of stereotypes created about low-status groups with regard to their abilities and values (e.g., poor families do not value education; poor African Americans have limited mathematical abilities but excel in the arts and sports) and the pernicious consequences of such stereotypes on these individuals' perfor- mance in certain domains (Steele, 1997). Harry and Klingner's (2006) 3-year study of minorities in special education documents a host of exam- ples in which negative historical residues about minority children and families mediated how school personnel represented them as dijferent (e.g., disabled) and lacking. Researchers can no longer assume that study results represent a view from nowhere. All re- searchers bring perspectives, assumptions, and ex- pectations to their labor that are cultural in nature and shape the work done in their projects. But culture and power are not only indexed in peo- ple's perspectives, they are encoded in the cate- gories and discourses on which research questions and analytical categories are grounded. Foucault's idea of dividing practices is relevant in this discus- sion—these are categories created for "organizing and controlling people and subjecting them to the goals of a social institution" (as cited in Bloome & Clark, 2006, p. 237). Thus, it is germane to ask how do researchers contribute to make school dividing practices look "natural" for certain groups of students through the questions they ask and the methods used to gather evidence? Exceptional Children
  • 14. In summary, the notion of research as situ- ated cultural practice is made visible in fieldwork events in which ecological validity is at stake. Concerns for ecological validity create crucial de- mands on researchers for the design of research data collection procedures and the task instruc- tions for participants. These examples illustrate the significance of checking for study participants' familiarity with research tasks and activities as well as the alignment between researchers' and participants' understanding of research proce- dures. Equally important is the role of power and how researchers use it in investigative activities, particularly with members of minority communi- ties. These considerations also create additional challenges for researchers in terms of the roles they play in their projects. RESEARCHER ROLES: TENSIONS BETWEEN PROFESSIONAL DISTANCE AND INFORMANTS' WELL-BEING Researcher roles have been debated for a long time in research communities (Brantlinger, 1999; Rosaldo, 1993). Positivist approaches to research expect researchers to be detached from study par- ticipants as a way to preserve their objectivity. From a naturalistic perspective, researchers as- sume the role of the human instrument in which they are expected to document the role of their subjectivity in the research process (Marshall & Rossman, 2006). However, there is disagreement in the latter tradition regarding how involved the researcher should be with his or her informants; some argue for merely documenting their own subjectivities (through keeping a journal, working with a peer debriefer, etc.), whereas others with a participatory bent do not object to becoming ad- vocates for their informants. Ultimately, re- searchers using all paradigms face fieldwork situations in which their roles are challenged. This issue has been framed as related to researcher identities—researchers construct and (can) use various identities during the research process (Marshall & Rossman). For instance, researchers can approach their work as a professional and technical endeavor in which interest-free goals and a distant position is adopted. In contrast, other researchers might assume a transformative stance in which the goal is to change oppressive conditions and an activist identity is embraced (Brantlinger). Harry (1996), for instance, de- scribes how she adopted various researcher identi- ties in her projects that included researcher as Afro-Latina, Third World mother, inclusion stan- dard bearer, and advocate. These identities were shaped by specific contextual factors and the par- ticipants involved in the projects. We argue that independent of the roles em- braced by researchers (from traditional to trans- formative), all the work that goes into constructing the division of labor in research pro- jects entails cultural practices. Consistent with the view of the culture we are using, power issues are at the center of these processes. This is an impor- tant consideration because researchers have signif- icant power in research projects. In the end, researchers' decisions about how to define their roles are not based purely on technical considera- tions; moral and ethical sensitivities are at the heart of such decisions (Brantlinger, 1999). Inter- esting examples about the intertwining of power, ethical, and moral issues in the definition of re- searcher roles are found in Harry's (1996) work. In a study of Puerto Rican families with special needs children and their communication with special education professionals, she witnessed school practices that violated legal rules in the conduct of IEP meetings with a participating mother. She did not advocate for the mother dur- ing the meeting but informed her about the pro- cedural anomalies after the meeting. Harry reflected about her lack of involvement at the meeting as related to her role as a doctoral stu- dent, which positioned her in a more vulnerable status. In a subsequent study with African American mothers of children with disabilities, Harry inter- vened actively to advocate for a mother who had, in her view, "been pressured into tears by the ar- guments ofthe committee" (Harry, 1996, p. 298). Harry had to decide whether to adopt an advocacy role in situations in which she was com- mitted to the well-being of both the families of children with disabilities and the school staff. In one case, she opted to advocate for the parents and assist them in presenting the goals for their child with disabilities to the school personnel (Harry). 3 2 2 Spring 2008
  • 15. Researcher role dilemmas can also arise in quantitative studies. For instance, researchers leading a professional development experiment to prepare teachers in the use of "response to inter- vention" (RTI) strategies might face such a quandary. It is feasible, for instance, that the re- searchers might learn about teachers' low morale in the target schools that is due to the overwhelm- ing number of mandated reforms teachers are ex- pected to implement. Moreover, a subgroup of teachers in the selected schools might express strong negative attitudes toward RTI for various (unstated) reasons that seemingly suggest a lim- ited understanding of RTI. What are researchers to do? How can this information be used as ran- dom assignment procedures are about to be im- plemented? What role should researchers assume with regard to their relationship with the partici- pating teachers? In all of these examples, decisions to pursue particular roles are the result of cultural practices related to normative assumptions and expecta- tions of what research is about, the expected iden- tities of the researchers, awareness about researcher's power and how to exercise it, and the contingencies of interactions during fieldwork. These examples illustrate how researchers face sit- uations in which some of the traditional expecta- tions and norms for their roles were challenged. As researchers face dilemmas, they make choices about their identities and roles as researchers. I M P L I C A T I O N S OF R E S E A R C H AS S I T U A T E D C U L T U R A L P R A C T I C E : T O W A R D E P I S T E M I C R E F L E X I V I T Y We explained earlier that the need to refine theo- retically the notion of research is driven by two major contemporary developments, namely, the increasing diversity of the student population and the growing pressure to respond to minority chil- dren's needs and their longstanding pattern of un- equal outcomes (Cole, 2000; Odom et al., 2005). Moreover, the problems and questions studied in psychology and special education are increasingly complex, which require that researchers have ac- cess to a wide range of methodological approaches (Odom et al). We argue that one important effort to respond to these challenges is to use the idea of research as cultural practice in future research programs. Our proposal raises significant chal- lenges for researchers as illustrated by our exam- ples on the composition of research teams, sampling decisions, validity, and researcher roles. We expect our analysis will promote critical delib- erations about the cultural nature of human de- velopment and learning and the cultural resources we deploy to study them. These deliberations can help research communities make progress in bet- ter understand'ng and addressing effectively the needs of students from marginalized communi- ties, such as ethnic and linguistic minorities, im- migrant students, and students w.' disabilities. TOWARD AN EPISTEMIC REFLEXIVITY IN PSYCHOLOGY AND SPECIAL EDUCATION The discussion of research as situ.i d cultural practice sheds light on the cultural historical forces that shape the design and application of in- quiry strategies, procedures, techniques, and the generation of knowledge. Rather than abandon research with minority groups altogether, we ex- pect our analysis and examples will compel re- searchers to be mindful about the cultural nature of their research projects. Specific issues to be ad- dressed in future research include how research teams are created, how access to communities is achieved, how samples are defined and selected, cultural considerations to achieve ecological valid- ity, and the need for ongoing deliberation about researcher roles. Although space constraints pre- vent us from addressing these aspects, we outline a few reflections about what we consider the most critical and perhaps challenging implication of our analysis, namely, to maintain a meta-aware- ness about the fact that research is also a cultural practice. A meta-awareness about research practices will help researchers to engage systematically in critical self-reflection or embrace an "epistemic re- flexivity" (Bourdieu & Wacquant, 1992), that is "the inclusion of a theory of intellectual practice as an integral component and necessary condition of a critical theory of society" (Wacquant, 1992, p. 36). Epistemic refiexivity summons a stance to- ward the conduct of social science; as Wacquant explains, this notion compels researchers to Exceptional Children 323
  • 16. engage in self-analysis as cultural producers. Epis- temic reflexivity reminds us that disciplines and the work of researchers can be the objects of study, and it challenges researchers to examine critically the social and cultural influences that constitute theoretical categories and research prac- tices (Erickson & Gutierrez, 2002; Moss, 2005). Although epistemic reflexivity has been theo- rized by various social scientists, we use Bour- dieu's take on this construct (Bourdieu & Wacquant, 1992). His primary focus is not the individual analyst but the social and intellectual unconscious emhedded in ana- lytic tools and operations . . . . [He also de- fined it as a] collective enterprise tather than the hurden of the lone academic; and [he] seeks not to assault hut to buttress tbe episte- mological security of [psychology and special education]. (p. 36; emphases in original) Epistemic reflexivity can assist researchers to tackle at least three sources of bias that were re- flected in our analysis and examples. The first source of bias is in the sociocultural markers such as social class, ethnicity, and gender that filter the researcher's gaze. The second source is in the loca- tion of the researcher in the academic field that affords her a particular point of view in relation to others. It is assumed that scientific fields are social fields with intellectual and political considera- tions. By htinging to consciousness those forces that shape our understanding and practice, we can attain some degree of control over them and reconsider the practices and insti- tutions through which they work so that the field's incentives can hecome mote consistent with its goals. (Moss, 2005, p. 26) And third, the intellectualist bias that is found in the "presuppositions inscribed in the fact of thinking of the world, of retiring from the world and from action in the world in order to think that action" (Bourdieu & Wacquant, 1992, p. 39). These presuppositions are embedded in con- structs and data collection and analytic tools, strategies, and procedures. Epistemic reflexivity, therefore, "calls less for intellectual introspection than for the permanent sociological analysis and control of [special education and psychological] practice" (Bourdieu & Wacquant, p. 40). The challenge for researchers is to institu- tionalize epistemic refiexivity in the routine pro- cedures of journal peer reviews and grant evaluations, research design and conduct, and re- searcher and leadership preparation. We expect epistemic refiexivity will contribute to the consol- idation of research communities with disparate theoretical views and methodological approaches that engage in routine discourse with one another that can be characterized as "transformative criti- cism" (Longino as cited in Green & McClelland, 1999, p. 229). This way, the traditional research that documents mostly deficits and "typical" prac- tices of minority communities will shift to ask more complex questions about learning and de- velopment as cultural endeavors. The consolida- tion of an epistemic refiexivity will also assist us to frame studies with explicitly stated assump- tions about the cultural location of researchers and the means they use to answer study questions and hypotheses. In conclusion, epistemic reflexivity invites intellectuals to recognize and to work to neutralize the spe- cific determinisms to which their innermost thoughts are subjected and it informs a con- ception of the craft of research designed to strengthen its epistemological moorings. (Bourdieu & Wacquant, 1992, p. 46) This is indeed a highly consequential practice that should be nurtured as we are living in an era in which culture is becoming increasingly complex and researchers are being challenged to account for culture as the medium of human development. REFERENCES American Educational Research Association. (2006). AERA drafl standards for reporting on researcb metbods. Retrieved September 1, 2006, from bttp:llwww.aera. netlHd=1194 Artiles, A. J. (2003). Special education's changing iden- tity: Paradoxes and dilemmas in views of culture and space. HarvardEducational Review, 73, 164-202. Artiles, A. J., Klingner, J. K., & Tate, W. E (Eds.). (2006). Theme issue: Representation of minority stu- dents in special education: Complicating traditional ex- planations. EducationalResearcber, 35{6), 3-28. Artiles, A. J., Trent, S. C, & Kuan, L. A. (1997). Learning disabilities tesearch on ethnic minority stu- Spring2008
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  • 19. Steele, C. M. (1997). A threat in the air: How stereo- types shape intellectual identity and performance, American Psycbologist, 52, 613-629. Sue, S. (1999). Science, ethnicity, and bias: Where have we gone viron^. American Psycbologist, 54, 1070-1077. Van Maanen, J. (Ed.). (1995). Representation in etbnog- rapby. Thousand Oaks, CA: Sage. Wacquant, L. J. D. (1992). Toward a social praxeology: The structure and logic of Bourdieu's sociology. In P. Bourdieu & L. J. D. Wacquant (Eds.), An invitation to reflexive sociology (pp. 1—59). Chicago: University of Chicago Press. Walker, V. S. (2005). After methods, then what? A re- searcher's response to the report of the National Re- search Council. Teacbers College Record, 107, 30-37. ABOUT THE AUTHORS ANGELA E. ARZUBIAGA, Assistant Professor, College of Education, Division of Psychology in Education; ALFREDO J. ARTILES (CEC AZ Federation), Professor, College of Education; KATHLEEN A. KING, Doctoral Student, Divi- sion of Curriculum & Instruction; and NANCY HARRIS-MURRI, Doctoral Candidate, College of Education, Division of Curriculum & Instruc- tion, Arizona State University, Tempe. The second author acknowledges the support of the National Center for Culturally Responsive Educational Systems under Grant #H326E020003 awarded by the U.S. Department of Education, Office of Special Education Programs. Endorse- ment by the ED of the ideas expressed in this manuscript should not be inferred. We are grateful to Stan Trent, Elizabeth Kozleski, the editors, and three anonymous reviewers for useful feedback in earlier versions of this manuscript. Address correspondence to Angela Arzubiaga, Ari- zona State University, College of Education, P.O. Box 870611, Payne Building, Room 440B, Tempe, AZ 85287-0611 (e-mail: angeia. arzubiaga@asu.edu). Manuscript received September 2006; accepted October 2007. Why Are So Many Minority Students in Special Education? Doyou know the answef? Why Are So Many MinorityStudents in Special Education? R!icc&' Disjibilih'iii Schools This powerful book presents com- pelling stories representing the range of experiences that culturally and linguis- tically diverse students are apt to face in school. The authors examine the children's experiences, their families, interactions with school personnel, the teachers' and schools' estimation of the children and their families, and the school climate that influences decisions about referrals. The book concludes with recommendations for improving educational practice and teacher train- ing and for policy renewal. 2006. ISBN 0-80774-624-X Member Price: $ 28.95 Non-Member Price: $ 28.95 Item#S5781 Order Now! Call 1-888-232-7733 or online at www.cec.sped.org Council for Exceptional Children Exceptional Children 327