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Hy Mariampolski
QualiData Research Inc. and Hunter College of CUNY
INTRODUCTION
This paper reviews the theoretical perspectives at the root of ethnography and
suggests analytic approaches that yield high-value information for product marketing
and communications decisions. Additionally, by examining the 'limitations of asking',
this report offers a critique of prevailing epistemologies in marketing research.
Finally, we offer an overview of several new market research applications - in the
areas of niche marketing to regional and ethnic subcultures, retail environmental
planning and user interface design for computer technologies - that are benefiting
from the use of ethnographic approaches.
It has taken nearly 100 years for the theory and practice of ethnography to spread
through the marketing disciplines. Why did it take so long and what accounts for its
recent revival?
The marketing disciplines have turned to the social sciences for the methods and
theories to help them understand consumer choice dynamics under a world system
dominated by mature market capitalism. In doing so, they have inherited a series of
debates about epistemological assumptions long smouldering within the academic
fields.
Mechanistic models allow for clearly patterned arguments of cause and effect. If you
are attempting to determine which targeted consumers can be inveigled to buy various
car models, simply create a recipe with the correct mix of social status, age, gender,
personal fantasies, number of children, commuting time, garage space, distance to
mother-in-law, and you have captured the essence of the car that will interest one
market segment or another.
This logic is quite seductive. Marketing managers have decisions to make, advertising
budgets to manage, new product launches to execute. Anything regarded as 'decision-
making support' is valued and rewarded. Simplifying the burdens of deep doubt,
making compelling arguments to stakeholders (the boss, the client, market analysts),
protecting marketing investments - it is easy to understand why the cause and effect
model produces such allegiance. Market researchers are selling relief from
uncertainty.
Qualitative research findings, in contrast, can sometimes disturb the relief that
managers seek. By introducing ideas about human volition and choice, emotionality
and context, studies can sometimes replace simplification with complexity.
Marketers, starting with the neo-Freudian revival of the 1950s and 1960s began to
realise that they had to delve more deeply into the human psyche in order to speak
meaningfully about consumer wishes, needs and expectations. People are
multifaceted, managers asserted, and fit the mechanistic model very poorly. Statistical
reasoning could not substitute for 'hard thinking'. Humans are both rational,
calculating beings, marketers realised, and also operate on a deeper level of feelings,
drives and irrationality. This fact needed to be assimilated into the marketing sciences.
In the 1960s and 1970s, various maverick social scientists also began reminding
thought leaders that alternative assumptions about the human experience go back to
19th-century German historicism. In the graduate schools the great argument between
Max Weber's 'verstehende soziologie' (Weber 19492) and Emile Durkheim's (1966)
positivism of 'social facts' was revived. The goal of social inquiry, the Weberians and
their offspring argued, was to go beyond statistical relationships to a deeper
understanding of human affairs. Several inheritors of this tradition including Erving
Goffman, Harold Garfinkel, Barney Glaser and Anselm Strauss (see Garfinkel 1967;
Glaser & Strauss 1967; Goffman 1959), began to formulate serious theoretical and
methodological tools to substantiate this qualitative approach.
By the 1970s, the 'focused group discussion' became the technique de rigueur for
expressing the qualitative impulse in consumer research. The humanistic neo-
Freudian approach of Carl Rogers (1951; 1961) - famous for launching a wave of
'encounter groups', 'T-groups', and 'consciousness-raising' sessions through the human
potential movement - was married to a research technique developed in the 1940s by
Robert Merton and Paul Lazarsfeld to help mobilise the home front during World War
II. Rogers' 'client-centred approach', emphasising empathy and unconditional positive
regard for the patient, dovetailed well with Merton's focused interviewing technique.
Both used the feelings and verbal expressions of the respondent as the starting point
for investigative inquiry. The focus group - the term that evolved for a small group
discussion for research purposes - became the embodiment of the qualitative approach
in consumer research (Merton 1997).
The evolution of focus groups was widely welcomed and, indeed, represented a
clearly superior method for detecting the human dimension in consumer choice. It
complemented the lifeless tables and charts of the survey researcher. The honeymoon,
however, lasted only a short time. Many focus group practitioners and/or their clients
commissioning studies, it turned out, lacked a fundamental understanding of the
nature of qualitative or 'phenomenological' reasoning and research. Their studies in
the US often used sequential questioning of respondents with strictly delimited
questionnaires; findings were developed through the head count, as in, 'How many of
you prefer Concept A to Concept B?'
Even worse, qualitative studies were relegated to the nether realm of 'merely
hypothesis generation' awaiting confirmation through purportedly more rigorous and
scientific testing. The uses of qualitative verification approaches were largely
dismissed (Glaser & Strauss 1967).
Even clients and practitioners who correctly used focus groups as a technique for
generating insights into the grounds and meanings behind product usage became
highly dissatisfied with the limitations of the group discussion. A substantial number
of the field's most sensitive and professional practitioners began to rely upon creative
problem solving techniques, imaginative games and projective interviewing
approaches to prevent this backsliding to behaviourism. It was in this context that in
the mid-1980s reviving ethnography began to be proposed as a way to bolster the
utility of qualitative marketing research.
Going from focus groups to ethnography is somewhat like moving from black and
white to colour - the immediacy of the smells, textures, tastes, heat, sounds,
movements, and muscular strain all stimulate an enriched level of understanding. If
the research objective is to understand consumer shopping patterns, the ethnographer
can tag right along at the supermarket or department store. If we need to understand
home cleaning patterns and products, ethnography allows the researcher to sniff the
air around the home, stare at hairballs on the sofa - actually to see the success or
failure of product performance and share the consumer's look of satisfaction and pride
after a job well done.
Ethnography takes place not in laboratories but in the real world. Consequently,
clients and practitioners benefit from a more holistic and better nuanced view of
consumer satisfactions, frustrations and limitations than any other research approach.
A comparison might be made with studies of animal behaviour. Observations of
animals in laboratories and zoos provide adequate, albeit rarefied, constricted and
limited insights into, for example, primate behaviour. When Jane Goodall went to
Africa to study chimpanzees in their 'wild' state, however, it yielded a layer of facts
and understandings that were unobtainable in a laboratory (Goodall 1991).
This is also the case with consumer studies. Laboratories such as telephone banks and
focus group studios are limited in their ability to capture the human dimension. In
contrast, naturalistic ethnography can offer insights into consumer practices,
language, myths and aspirations that cannot be deduced elsewhere. The enlarged
insight can be sufficient to appease the toughest challenges borne by strategic thinkers
and brand planners.
The power of ethnography also rests upon the concept of culture and the use of this
idea as an organising principle for understanding human behaviour. The main task of
ethnography is not only to watch but also to decode human experience - to move from
unstructured observations to discover the underlying meanings behind behaviour, to
understand feelings and intentions in order to deduce logical implications for strategic
decisions. Cultural concepts provide this foundation for analysis.
Our understanding of culture has benefited from the enlarged perspective offered by
Edward T. Hall (Hall 1959; 1977) who has argued that often 'culture hides more than
it reveals'. Culture exists deep within the core of our brains where it operates on the
basis of feelings, sensations and emotions. It is deeper than thought.
Culture asserts itself most profoundly when we conduct comparative market research
or even just travel from one country to another or even between social classes and
ethnic groups within a single nation. In a recent multicultural study of laundry
behaviour, for example, we were quite surprised by several practices in an Islamic
country that differed considerably from those in Western Europe. Men's and women's
clothing, for example, were washed separately in most households. Additionally,
homemakers exerted extra care and concern about washing socks. The lens of culture
was needed to clarify the reasons and expectations behind these practices, namely the
profound sexual segregation characteristic of Islamic culture and the regard for
removal of shoes and cleanliness of the feet in connection with prayer.
Since culture is experienced at this primal level, there normally are no good reasons
for any particular cultural practice. It just feels right to a member of that culture and
perhaps a bit unusual to someone raised elsewhere. Americans and other Westerners
characteristically have an ethnocentric tendency towards seeing their own cultures as
the only normal and natural ways of behaving. The researchers' goal in this context is
to transcend their own culture - but to do that they must first understand the nature of
culture and the role it plays in human affairs.
Although the human capacity for culture is biological, cultural content itself is not
innate. It is learned as a set of deep ordering principles for a lifetime of experiences.
Additionally, the various elements of culture are interrelated and the whole is larger
than the sum of its parts. We have seen above how religious principles have impacts
on the most prosaic everyday experiences - changing one piece of a culture has
implications for the whole cloth. Finally, culture is shared as the conscious and
subconscious blueprint for a group's way of life. It defines the boundaries of groups
and articulates the distinctiveness they feel compared with others.
Culture is the source of any group's collective memory and provides a basis for
consciousness. The values that people hold dear, their collective sense of self and their
aspirations are rooted in cultural learning. Moreover, the material components of
culture - the tools and trappings used in daily life - have deep roots in these ideational
aspects. In this way culture comes to play an important role in product choice, usage
and resistance. Deciding to use and picking a particular brand of children's cough
syrup are rooted in culturally-based ideas and values about health, child rearing and
causality.
Additionally, humans are capable of continuous learning and adaptation. They react
not only to situations but also on the basis of underlying meanings, expectations,
symbol systems, etc. Cultural change is a constant of the human experience but we
cannot predict its rate, direction or implicit mutability without intensive study.
Language has a profound impact upon shaping perception. According to the Sapir-
Whorf3 linguistics hypothesis, what we see is actually delimited by what we call
things and these are circumscribed by cultural patterns. While English has but a few
words for describing snow, for example, Inuit languages have a wider and richer
vocabulary since snowfall is a much greater component of their daily experience.
Characteristically, most of us do not use words well. Our daily expressive vocabulary
falls far short of our literary experts and poets. Furthermore, communication cannot
be understood apart from the process of interpretation. Humans practice a highly
selective and critical attention - they compartmentalise words and experience - and
commonly see the world in ways consistent with their own anticipation, biases and
presuppositions. As Hall has argued, '. . . language, the system most used to describe
culture, is by nature poorly adapted to this difficult task. It is too linear, not
comprehensive enough, too slow, too limited, too constrained, too unnatural, too
much a product of its own evolution, and too artificial'.
Humans compensate for the limitations of word systems by using equally complex
culturally-based patterns of non-verbal communication to articulate many of the
connotative components of language. Whether expressed through facial and body
gestures or voice stress and sound nuance - or even through our manipulation of
territory and time, according to Edward Hall - understanding non-verbal
communication is critical in decoding meaning.
In interviewing situations, typically, this involves looking for gaps between expressed
and non-verbal communication elements. For example, if actual practices and facial
and physical gestures are inconsistent with a subject's expressed attitudes towards a
food product being consumed, we are challenged to discover both the reality behind
the given answer and the reasons for the subterfuge.
Erving Goffman has provided many important clues for the interpretation of gestures
and utterances and these must be accounted for in research practice. People behave,
he argues, not only as a reflection of inner states, but in a kind of interactive living
theatre where we play roles with reference to a given audience. Much behaviour is
enacted to manage the impressions we stimulate in others and to 'define the situation' -
to be in control of the grounds and assumptions upon which interactions are based.
Authenticity is never automatic because utterances must be understood within the
context that governs the communication.
This further supports a need for a highly critical attitude towards verbal expressions
within the context of observed reality. As Goffman argues, 'Knowing that that
individual is likely to present himself in a light that is favourable to him, the others
may divide what they witness into two parts; a part that is relatively easy for the
individual to manipulate at will, being chiefly his verbal assertions, and a part in
regard to which he seems to have little concern or control, being chiefly derived from
the expressions he gives off.'
Observation also provides the discipline to bring depth and richness to research
findings because utterances alone are not the source of 'data' - our understanding is
enlarged by an appreciation of nuance and context.
The marketing disciplines have gone from a history of measurement and appeal to
undifferentiated mass markets to an emerging situation of customisation and
marketing to the individual. In order to accomplish this, we have had to move towards
new ways of understanding consumers. Even in our persistent attempts to seek world
brands, we have had to cultivate a renewed appreciation of the minute details of local
context.
The time, place, conditions and circumstances within which aspirations are conceived,
decisions are made and product usage takes place have an impact on the levels of
satisfaction experienced in the aftermath. Research practice that ignores context is
doomed to misunderstanding and misrepresentation.
The idea of multiculturalism has taken root and contemporary societies are
increasingly coming to be viewed as colourful mosaics constructed from crosscutting
subcultural groups representing various regional, national, racial, linguistic, gender,
sexual-orientation and class-based identities. The degree to which various nation-
states either affirm or suppress their minority cultures is highly variable.
The styles and imagery associated with various ethnic cultures also supply emotional
ammunition to marketers appealing to 'wannabees' who mimic those patterns as their
role models and reference groups. In France recently, I was startled to discover the
degree to which the fashions and jargon of American ghetto youth are used to
communicate with French teenagers.
Representing just a few words or styles, nevertheless, is not enough. Marketers risk
betraying shallowness and a lack of authenticity - the kiss of death - if their usage is
not exact and context-sensitive. Japanese youngsters, for example, modelling
themselves after American basketball stars, have adopted Nike brand sneakers;
however, they treat them as 'formal wear' and carefully remove and store them when
playing basketball while switching into off-brand sneakers that they do not care about
scuffing and damaging.
Wong (1993) has pointed out that sensitivity to culture and context is essential in
decoding the meanings that Asian-American consumers attach to constructs that are
taken for granted in the general market. What is meant by 'family', 'head-of-
household', and 'decision-maker' can differ markedly depending upon the particular
situations and contexts in which questions are posed. Inattention to this context can
only misdirect research findings and create potentially offensive misunderstandings.
Retail navigation
We have conducted several studies of this type as well in which the objectives were to
understand the impacts of a new sales kiosk for cellular telephones and also to assess
sales associates' biases and predilections in recommending various telephone products
and services. In the latter case, we presented various 'usage scenarios' - each linked to
a prospective targeted segment - to sales people in a succession of stores. Their
proposed solutions helped the client develop strategies for educating and motivating
sales staff.
In their early stages, these research efforts tended to be laboratory based; however, the
limitations of this rarefied context quickly became evident. The emerging preferred
alternative is to go to homes and businesses to observe productivity and on-screen
navigation in their natural context - on real consumer-purchased and customised
machines. In this environment, consumers' expressed attitudes, observations of their
interactions with computers as well as careful examination of surroundings, such as
post-it notes attached everywhere and pen and paper resources coexisting with
computers, become redolent with meanings and opportunities.
This paper has described how ethnography has been 'revived' in response to the
limitations plaguing traditional qualitative and survey research practice. By
addressing the problems and contradictions associated with language, this report has
also demonstrated why detailed observation is a necessary component of consumer
research efforts.
We have also pointed to several emerging areas which are enlarging the perspective
and utility of ethnographic studies - in the analysis of ethnic and other subcultures as
well as in retail and technology research.
Above all, we have tried to demonstrate the significance of culture and context in the
minds of consumers. Since culturally-based consumer aspirations and choices are
rooted in the deep structures of the brain, it appears likely that the usefulness and
application of ethnography will continue to grow.
Endnotes
1. For additional detail on the contrast between the positivist and what is sometimes referred to as the
interpretivist positions in marketing research, see Ozanne (1989) and other essays in Hirschmann
(1989).
2. Although his theoretical principles pervade all of his work, a good place to start is Weber.
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