Monday, October 21, 2013

Q Methodology

Introduction


Q Methodology was designed specifically for the study of human subjectivity by William Stephenson in 1935.  The method has been applied to a broad range of social science research over the past 75 years, including political ecology research on environmental management conflicts and other environmental studies (Robbins, 2006; Dayton, 2000; Niemeyer et al., 2005; Steelman and Maguire, 1999; Brannstrom, 2011). An advantage of using Q methodology to study social perspectives, versus other discourse analysis techniques, is that it provides for a consistent comparison of participant’s responses, as they are all reacting to the same set of stimuli (Webler et al., 2009).  Q Method also reveals the tradeoffs people make between competing ideas, something that can be lost in standard survey methodologies.

Conducting a Q method analysis is a straightforward process despite the methodology’s insistence on using unique language to distance itself from traditional discourse and survey methodologies.  The first step in a Q method is to recreate the concourse that the researcher wishes to engage with.  Concourse in contrast to discourse, includes not just everything written or said on a particular topic, but also things seen and felt. This means enables the concourse to include non-verbal information, leading to the ability to conduct a Q method study using images rather than text. The concourse is typically recreated through archival research and interviews with key informants. After the concourse has been recreated, the contents are subjected to a simple discourse analysis to identify themes within the concourse.  Once themes are selected, (one could approach the concourse with pre-selected themes, in which case the previous step is skipped) examples are pulled from the concourse that are indicative of the selected themes.  The quantity of examples, called Q statements, is dependent both on the number of individuals who will participate in the Q sort itself and the number of themes (see Webler et als. for the full equation).  The Q statements are then printed onto cards and participants are asked to arrange the cards from those that are “most like they think about x” to those that are “least like they think about x” in a normal distribution. (There is some leeway here about the specific charge to participants, the key being that it must be the same for all participants as a primary tenant of Q method is that all participants are responding to the same stimulus.  One can also opt to not use a normal distribution, however that would then preclude the use of the predominant software used to perform Q analysis as it presumes the Q sorts were conducted using a normal distribution.  However, a factor analysis is possible to conduct without using software.) The results of each Q sort is recorded and a factor analysis is conducted.  The results of the factor analysis reveal clusters of opinion with the concourse as well as the saliency of Q statements across those clusters.

In this paper, I will compare, contrast and critique five articles all of which utilize Q methodology.  The goal is to see the various ways that Q method, though a very regimented and specific methodology, is being used across environmental policy studies. I will begin with a brief overview of each paper focusing on its description of its methodology and anything unusual that stands out in the paper, before moving on to considering the papers as a group.


Article Overviews



Robbins, Paul. "The politics of barstool biology: environmental knowledge and power in greater Northern Yellowstone." Geoforum 37, no. 2 (2006): 185-199.



In this paper, Paul Robbins presents a study of knowledge regarding elk regulation in Montana. He uses Q method to compare the knowledges of competing stakeholders, primarily the government workers charged with managing the moose and the local hunters for whom the moose are ostensibly being managed. His work points to a significant overlap in knowledges between the two groups, the acknowledgement of which could potentially lead to increased collaboration and decreased strain in the relationship between the two.  The description of the methodology used is classic Q methodology.  Robbins conducted archival research as well as informal interviews with government workers and with local residents in bars and coffee shops (preserving the voice and context of the concourse is important in Q, so informal interview settings are not unusual) before selecting Q statements using themes that emerged from the concourse organically.  He admits to minimal editing (again to preserve voice) before printing the statements on cards and having participants sort them under the instruction of sorting them from “most agree” to “most disagree.”  Interestingly, Robbins only once refers to the methodology he is employing as Q method. Unless the reader is familiar enough with Q method to recognize it when described, the reader’s only hint that this is a Q method study is a parenthetical aside and a quick citation of a couple of Q method primers on page 192.

    In his conclusions, Robbins has an interesting graph providing a visual indication of how the knowledges of hunters and government employees about elk converge and diverge.  This is not something that the standard software packages for Q Method analysis, PQMethond and MQMethod (for PC and Mac respectively) provide. It is a useful addition to the lists of Q statements defining each factor that are generally provided in a Q method analysis.  


Niemeyer, Simon, Judith Petts, and Kersty Hobson. "Rapid climate change and society: assessing responses and thresholds." Risk Analysis 25, no. 6 (2005): 1443-1456.



Niemeyer et al present a case study from the West Midlands of the United Kingdom that attempts to assess the social risks associated with climate change.  In contrast to the Robbins paper, Niemeyer and colleagues conducted 2 hour long, formal interviews in an institutional setting as well as conducting a policy ranking exercise with participants prior to the Q sort. Responses to 4 different climate change scenarios were elicited from each of the 29 participants, a rather large number for a Q method study, during their interviews.  They were also asked to sort 23 Q statements, once for each of the climate change scenarios resulting in 116 sorts being conducted, again a rather large number for a Q study.

Also in contrast to the Robbins paper, Niemeyer et al goes into detail about the various methodological choices they made within the Q method framework including a mention of their choice to use varimax rotation during the factor analysis and the block design method of selecting statements for the Q sort. Yet for all the sausage making of Q method that the authors were willing to reveal, they interestingly chose to not include the Eigenvalues from the factor analysis in their result section.  One can glean all the necessary information about the factors that were determined during the factor analysis using the loading scores that were provided, but it seemed like an odd choice to omit the Eigenvalues when they are so often included.  

Like the Robbins article, Neimeyer et al includes a visual interpretation of the Q sort data that is not standard to the Q methodology. Admittedly, from their detailed description of the factor analysis, it sounds as though the authors chose to either calculate the factor analysis by hand or using some other software than PQMethod. The Venn diagram used by the authors again shows the convergence and divergence of the factors, but also allows for an easy way to show which statements overlapped into which factors in a way that Robbins’ graph did not.  Robbins’ graph showed the closeness of factors but not their specific content as the Venn diagram used by Niemeyer et al did.


Dayton, Bruce. "Policy frames, policy making and the global climate change discourse." Social discourse and environmental policy (2000): 71-99.


    Dayton’s paper focuses on the global climate change discourse and takes a very different tact to conducting a Q method study than both Robbins and Neimeyer et al. Dayton chooses to gather an initial 400 Q statements exclusively from written sources intended to cover the breadth of the global climate change discourse.  He then uses Fisher’s experimental design principles to cull these 400 statements down to a still hefty 60. Thirty diverse key informants are then chose to take the Q sort. Q method makes no pretense towards gathering a representative sample of populations, since the population of opinions is what is really being identified in a Q method.  Thus Dayton’s attempt to collect what seems like an attempt at a representative sample of elite individuals engaged in global climate change policy seems a little odd. 

    Dayton makes specific mention of the post-Q sort interview that is part of the “standard” Q methodology and it’s role in assisting him in further understanding the viewpoints expressed by participants during the Q sort. Dayton also makes specific mention of using the standard Q method software for PC computers.  Unlike the previous papers Dayton even goes so far in explaining the specifics of his factor analysis to tell the reader the results of his standard error (SE) calculation. He does not provide a visual interpretation of data as Robbins and Niemeyer et al did , but he does name his factors groups, which helps pull together the statements connected with each factor and gives insight into how he views these groups.


Steelman, Toddi A., and Lynn A. Maguire. "Understanding participant perspectives: Q-methodology in national forest management." Journal of Policy Analysis and Management 18, no. 3 (1999): 361-388.



Steelman and Maguire are specifically interested in demonstrating the utility of Q method in evaluating policy decisions and present two case studies surrounding National Forest management. They are concerned with the increased emphasis on including public participation in National Forest management that is complicated by a lack of a way to systematically include those stakeholder opinions, Q method, they suggest, is a potential solution to this problem. They go into an in-depth explanation of what Q methodology is and interestingly make use of the term “R method.” There is a long and probably apocryphal story that suggests that the reason Q method is called “Q” is because it comes before “R,” “R method” being the Q method practitioner nickname for objective methodologies, specifically those that use Pearson’s r correlation. It’s an odd sort of cultish reference to throw out in a paper that purports to introduce Q method to a discipline, especially without bothering to explain the reference.  

There are some large differences in the way that Steelman and Maguire carried out their research compared to the previous papers.  In their case study of the Chattanooga Watershed, not only did Steelman and Maguire pay participants, they conducted their Q sorts via mail, a dollar bill was tucked into each of the 143 surveys they sent out.  Not conducting the Q sorts in person also created a number of challenges.  They were unable to use the normal distribution layout typical of Q sorts.  Instead they had to ask participants to rank each statement on a Likert scale. A 55 item Likert scale survey where you could only rank so many items in each ranking group turned out to be too complicated for a fair number of their participants and they only received 68 usable surveys in the end. The habit in the paper of referring to Q sorts as a “survey” is also unusual since survey methodologies generally fall under the heading of R method.

The exact way that Steelman and Maguire carried out their second case study is also atypical of Q methodology as traditionally conceived.  It in fact is so convoluted, that I had extreme difficulty in figuring out what they even did, much less how that was a Q method study.  Steelman and Maguire seem to be drawing a very fuzzy picture of Q method as the study of subjectivity using the ranking of opinions and factor analysis.  However, the acknowledgements to this paper include a thank you to Steven Brown, the preeminent, living authority on Q method, who received his PhD under William Stephenson himself, so it is entirely likely that it is my understanding of Q method that is too rigid rather than their understanding being too fuzzy.


Discussion



A startling number of these papers, and others that were encountered while looking for fodder for this assignment, seek to “introduce” Q methodology to their respective field of study. Given that Q methodology was introduced by it’s originator, William Stephenson, in 1935 and has a robust professional society, which has conducted its own international conference for the past 30 years as well as publishing its own journal, it seems a little self-congratulatory to suggest that one’s paper is doing anything so revolutionary as “introducing” a “new” methodology. But to quote Lyle Lovett, “Even Moses got excited when he saw the Promised Land.” Q methodology takes the subjective opinions of stakeholders and quantifies them, providing the kind of data that governments and policy makers hold dear. This is something of a holy grail in policy studies, a way to turn the complex, layered desires of constituents into data that the government machine can compute and analyse along with the myriad of other quantified data it hordes. The exception to this excitement about Q method and its disciplinary newness is Robbins, he very nearly hides that he is using Q method.  Whether it is because it’s difficult to get a paper published using a methodology that is relatively unknown in your field, or just because he wanted to skip the obligatory 3 paragraphs about the history and origins of Q is unclear.  It should be noted that Robbins wrote his own “introducing Q methodology” paper a few years prior to the Politics of Barstool Biology paper above.


There is quite literally a book, Q Methodology by McKeown and Thomas, 1988, that details step by step how to conduct a Q method study.  It’s almost like a choose-your-own-adventure book, at every accepted opportunity for a methodological choice to be made McKeown and Thomas lay out the various paths that can be taken.  Yet it seems that the above Q studies managed to still be even more diverse than McKeown and Thomas allowed for.  Robbins chatted people up in bars and coffee shops, Niemeyer et al employed iteration in the number of Q sorts conducted, Dayton appears to be seeking a representative sample and Steelman and Maguire threw out the normal distribution and traditional Q sort in favor of a Likert scale survey with factor analysis.  As Q method is adopted by other disciplines it will be shaped by the traditions of those adopting disciplines.  All of these papers altered the Q method set forth by Stephenson to better fit with their methodological traditions, in large part trying to make Q method more like survey methodology, the standard in policy studies.


The other thing that stands out about all of these articles is that they are all attempting to facilitate real-world change. Q method, because it identifies the convergence and divergence of opinion groups within a particular discourse, is a useful tool to practitioners.  It can help identify those topics where multiple stakeholding groups agree and disagree, but it also identifies non-issues, things that nobody cares about.  These are helpful things when you are trying to create consensus across a diverse constituency or craft policy that is equitable to divergent stakeholders.


Conclusion


    The utility of Q methodology as a tool for practitioners is speeding it’s expansion into policy studies and as it does so it is morphing.  It is picking up traits of long accepted methodologies in the field of policy studies including the use of iteration, representative samples and survey formatting including Likert scales.  Whether this adaptation affects the functionality of Q method is not clear, but given the apparent support of long-time Q practitioners to these new studies it seems that these changes may be welcome.  Either way the adoption of Q methodology into new disciplines has led to a diversity of approaches to the almost 80 year old methodology and put a new tool in the hands of practitioners.

Works Cited


Dayton, Bruce. "Policy frames, policy making and the global climate change discourse." Social discourse and environmental policy (2000): 71-99.

Niemeyer, Simon, Judith Petts, and Kersty Hobson. "Rapid climate change and society: assessing responses and thresholds." Risk Analysis 25, no. 6 (2005): 1443-1456.

McKeown, Bruce, and Dan Thomas, eds. Q methodology. Vol. 66. Sage, 1988.

Robbins, Paul. "The politics of barstool biology: environmental knowledge and power in greater Northern Yellowstone." Geoforum 37, no. 2 (2006): 185-199.

Steelman, Toddi A., and Lynn A. Maguire. "Understanding participant perspectives: Q-methodology in national forest management." Journal of Policy Analysis and Management 18, no. 3 (1999): 361-388.

Webler, Thomas, Stentor Danielson, and Seth Tuler. "Using Q method to reveal social perspectives in environmental research." Greenfield, MA: Social and Environmental Research Institute (2009).


Saturday, October 19, 2013

Methodological review: a critical evaluation of four studies using interviews

Kenny Stancil
GEO 600
18 October 2013

Methodological review: a critical evaluation of four studies using interviews

Introduction
Interviews are a common method for doing qualitative research in geography. Following this short introduction, I assess four studies that use interviews, often in conjunction with other methods, as a way to resolve their corresponding research questions. In so doing, I hope to shed light on what these studies do well, as well as where there may be methodological weaknesses and/or room for improvement. The ensuing investigations are diverse, but what they have in common is that the interviews involve conversing with and/or about people who are exploited, dispossessed, or otherwise oppressed. Cases include: a) regimes of controlling the labor of migrant agricultural workers in Ontario's tobacco industry; b) perceptions of environmentalism among Hispanics in Toronto; c) activism by residents of a neighborhood in Leeds facing gentrification; and d) conceptions of ‘the public’ by academics and participants in public space controversies. After critically evaluating how the researchers go about conducting interviews in their respective quests to sort out various issues, there is a brief conclusion that puts the studies side by side and summarizes this methodological review.

Study 1: Bridi (2013) “Labour Control in the Tobacco Agro-spaces: Migrant Agricultural Workers in South-Western Ontario”
Robert Bridi describes the increasing role of international labor migration programs in moving temporary migrant workers to jobs in various sectors in developed economies, which creates a “vulnerable reserve army of cheap labour, willing to endure low pay, poor working conditions, and non-standard employment practices” (1070). His article analyzes the Seasonal Agricultural Workers Program (SAWP), which employs approximately 30,000 temporary migrant workers from Mexico, Jamaica, Guatemala, the Philippines, and Thailand in the Canadian agricultural sector each year (1070). More specifically, he focuses on SAWP workers in tobacco farming, investigating how labor control is established on two small-scale farms in South-Western Ontario, where more than 90% of the tobacco produced in Canada is grown. In order to answer this question, he “draws upon select responses from interviews with three Mexican and nine Jamaican workers, two union representatives, and two farm owners” (1070).
Bridi explains that the empirical data in the article is based on select responses from a sample of semi-structured interviews, which ranged from one to three hours in length. He utilized a snowballing technique, in which his “initial contacts were researchers, which led to contacts with union representatives, workers, and farm owners” (1077). Between May and August 2010, he “conducted interviews with two union representatives in Rexdale, Ontario; 12 workers in Simcoe, Ontario where the workers socialized on the weekends; and two farm owners in Delhi, Ontario where the workers were employed” (1077). I appreciate that Bridi acknowledges where the interviews took place, since this was actually important to the context of labor control. However, although I do not know if it is customary or acceptable, I wish he had explained how he gained access to the farm owners. It would be nice to know how to approach people who you will later criticize for repressing workers. Was he honest with the farm owners about the aims of his research, or did he only mention some of the information, such as that he was studying the labor process on tobacco farms without mentioning his focus on how labor is controlled?
Bridi does go on to mention that while “the interviews focused on various aspects of the labour process (eg working hours, deskilling, alienation, and coping and resistance), select responses were gleaned to highlight one aspect of the labour process (ie labour control)” (1077). In addition, time and funding limitations caused him to concentrate on two small-scale farms, which resulted in a relatively small sample of SAWP workers and farm owners. One point of confusion for me is Bridi’s claim that despite the small sample, “these findings could be applied to other farms in the region,” which is followed by a claim that “this study does not explore the variability of the labour control mechanisms on different farms. This will differ from one farm to another based on, for example, farm size, level of mechanization, management styles, and so on” (1077-1078). His contradictory stance that the study is simultaneously generalizable to other farms in the region and particular to his specific cases studies is never resolved in the article. Despite this small complaint on my part, Bridi does a great job of using interview responses to describe how the labor control regime is constituted.
First, Bridi describes the multi-scalar factors that control labor before it even reaches the point of production. He argues that working in Canada is viewed by migrant laborers as a temporary hardship that eventually leads to improved living conditions, including better opportunities for their children and extended family, which is followed by relevant statements from workers 7, 5, and 10 (1078). This is related to the regime of labor control, since the SAWP selection criteria require that workers have dependents. That all of the workers interviewed were married with children minimizes dissent and reduces the likelihood that workers will remain in Canada once the work term ends (1079). Second, the SAWP’s numerically flexible hiring practices, dependent on the requirements for a particular season, benefits farm owners who are able to employ on-demand workers only when it is profitable to them. Farm Owner 1 explains that “the program allows me to request migrants as long as I can’t find Canadian workers…depending on the season I hire more of less workers” (1079).
Third, a SAWP arrangement that assigns workers to specific farms and requires transfers to be approved by the Human Resources and Skills Development Canada, the Consulate agent in the home country of the foreign worker, and the farm owner makes it nearly impossible to change employers. As Union Representative 2 explains, this means that “the grower was really pushing the workers who were there” (1079). Fourth, the fact that the farm owners provide housing on or close to the farm limits the mobility of workers and makes “them more available for overtime work” (1080). Fifth, Ontario’s Agricultural Employees Protection Act prevents migrant agricultural workers from unionizing. This leaves migrant workers’ working conditions and labor relations to be negotiated by the Consulates of their home countries. However, as Union Representative 1 explains, “they are not really interested in the workers…this is big business.” They prioritize protecting the program, keeping growers happy, and can quickly replace complaining workers (1080). Last, the ability of the owners to arbitrarily fire workers, resulting in immediate deportation, means that workers are fearful of resisting. As Worker 7 said, the “one worker who stood to the boss [was] sent right back to Mexico…I just keep my mouth shut and do the work” (1080).
Bridi then describes additional forms of control that exist at the point of production. Simple control is carried in three ways. First, the direct observation of workers by the owners “gives me a chance to tell them what to do and see how they are doing, I make sure the work is getting done right and out on time” (Farm Owner 1, 1081). Second, the use of automated tobacco planters allows owners or their family members to monitor the process and increase output. Third, the evaluation of workers by owners and the submission of this evaluation to the recruiting agency in their home countries means that workers must earn the approval of their boss or else be relocated or suspended from the program. Furthermore, the farm owners benefit by being able to “request the best workers that are already familiar with the job duties and require no training.” As Worker 11 put it, “The boss picks the best workers, so even if you work hard it does not guarantee anything; you have to show the boss you’re better than the others” (1082).
Finally, Bridi describes the indirect forms of controlling labor on these two tobacco farms. This “may be achieved when workers are given responsible autonomy,” such as “delegating specific responsibilities to individual workers or groups of workers” (1082). When workers played a more independent role in the production process, “they behaved as though they were participating in a process which reflected their own needs, abilities, and wills, rather than a process aimed at accumulation and profits” (1082). This is reflected by Worker 10 who says that “I do my best to show the boss that Mexican workers work hard and deserve to be in Canada,” and by Farm Owner 1 who says that “I have to trust them to work hard, they are good workers” (1083). Second, owners were able to indirectly control workers more effectively by incorporating lead hands into the teams of workers. The hierarchical structure makes it possible for owners to divide “more skilled from less skilled workers and stratify workers according to power differences.” That the lead hands reported back to the farm owners about the performances of individual workers is confirmed by Worker 5, who says that “You don’t only have to worry about the big boss, but also the little boss…he keeps pushing us to work harder, faster…I guess he wants to keep the big boss happy” (1083).
Bridi’s frequent juxtaposition of statements from the farm owners, on the one hand, and the workers and union representatives, on the other, clearly reveals the class conflict present in the super-exploitation of temporary migrant workers. It also highlights the ways in which the possibilities for workers to organize and engage in oppositional politics are limited by a regime of labor control that exists at the point of production and beyond. Bridi’s methodology is very effective in answering his research questions, and he presents his findings from interviews in a very powerful manner. My only complaint is that Bridi twice quotes the lone Mexican worker on Farm 2 (presumably Worker 10 judging by Bridi’s table). I worry that his position as the only Mexican worker on the farm might make him identifiable if someone pieces together the remaining information about the farm (26 hectares, 8 years participating in the SAWP, 24 years in tobacco farming, 15 total workers, 12 SAWP workers, 4 Jamaican workers). For the sake of Worker 10, I hope that there are enough farms with similar characteristics or that the wrong person does not read this article!

Study 2: Gibson-Wood and Wakefield (2012) “‘Participation’, White Privilege, and Environmental Justice: Understanding Environmentalism Among Hispanics in Toronto”
Hilary Gibson-Wood and Sarah Wakefield’s article explores definitions of and approaches to environmentalism(s) and community engagement amongst the Hispanic population in Toronto. In order to do so, Gibson-Wood conducted a total of eight in-depth interviews with a range of actors including executive directors, managers, program coordinators, activists, and volunteers, all of whom were chosen because they play an important role in guiding environmental initiatives within their respective organizations and within the broader Hispanic community of Toronto. One of Gibson-Wood’s earlier research projects with members of Toronto’s Hispanic population “identified community-level organizations as a key source of information and engagement on environmental issues” (649). In order to learn more about the environmental activities of these organizations, the authors contacted representatives from these agencies. In addition to identifying relevant organizations through existing contacts in the community, the authors also utilized internet searches and published listings, for example the Hispanic Development Council’s list of members and partners. Gibson-Wood and Wakefield’s utilization of a previously-established relationship with community organizations that work with Hispanic residents in Toronto and the subsequent snowballing technique used to identify additional agencies that were relevant to their study seems to be a good methodological approach.
The interviews began by gathering information about the organization, its programs, and the participant’s role within the agency before moving on to discuss “how environmental issues are understood and prioritized in the community, barriers and facilitators to participation, and finally partnerships with other organizations and municipal government” (650). The interviewer was a white Canadian woman who is fluent in Spanish, while seven of the eight interviewees were first-generation immigrants from Latin America (the remaining participant was of Asian descent). Gibson-Wood and Wakefield acknowledge that “this research involved working across a complex landscape of difference, including race, language, culture, and gender,” adding that “it is important to recognize the limits this [dynamic of a white “outsider” conducting interviews with  a racialized group] imposes on the information and experiences shared by respondents” (650).
Of the eight interviewees, the participants came from seven different organizations. The principal author interviewed two individuals at one of the organizations, while only one person was interviewed at each of the remaining six organizations. This means that perspectives were limited to one kind of representative from the community organizations engaged in environmental issues, whether they were directors, managers, coordinators, or rank-and-file members. A weakness of the sample, then, is that different participants in these organizations may have contributed different perceptions on how their communities define, approach, and act on environmental issues based on what kind of work they do in the organization. Given that “the number of community agencies in Toronto that are engaged with the Hispanic community on environmental issues is quite small,” the authors may be right to assert that “this sample represents a large proportion of the agencies in Toronto doing this work” (649). However, the sample is not particularly representative of the potential diversity of opinions within the relevant agencies. Rather than relying on one voice from each organization, the study would have been strengthened had Gibson-Wood and Wakefield sought multiple participants from each agency, preferably inclusive of various kinds of actors, from directors to volunteers.
Taking into account the financial and temporal constraints placed on both the scholars and the activists involved, perhaps group-based interviews (akin to focus groups), would have been fruitful. Indeed, conversing simultaneously with various people from each organization may have yielded interesting insight into possible divergences in how different actors define, approach, and act on environmental issues, based on what kind of activities they engage in—managerial paperwork, door-to-door awareness raising/recruitment, or maybe both? In so doing, there may have been more potential for the co-production of knowledge that could prove useful to activists. If the authors preferred to stick with their chosen methodology, then it would have been useful had they better defined who was speaking for each organization: a leader or an on-the-ground worker. It is important to note whether “the executive director of NGO A said…” or “a volunteer at NGO B said…” On the other hand, the researchers may have been trying to prevent the respondents from being identified, in which case I understand their decisions to withhold information about one’s position in an organization. As Gibson-Wood and Wakefield go on to say later in the article, “future research interviewing members of the Hispanic population themselves could provide further insight on the lived experience of that community” (657).
Insofar as methods are the means by which answers to questions are developed and linked to theory, I find Gibson-Wood and Wakefield’s methodological approach largely successful. Their use of interviews sheds light on the research questions they pose (p. 643), which are: 1) How do organizations offering environmental programming in Toronto’s Hispanic community “view environmental issues, environmentalism(s), and environmentalists, and what can this tell us about participation (or lack thereof) in environmental action/decision-making in the population that they serve”? 2) “What is distinctive about the Hispanic experience in Toronto and in Canada, and what implications might this have for Hispanic environmental activism here”?
Through their research, the authors identify four “mechanisms of exclusion.” First, participation in environmental activism is limited by the economic marginalization of many Hispanics in Toronto. One woman who works at a community health center that serves mostly recent immigrants described the situation faced by her patients with regards to environmental hazards in the workplace. As she explained, undocumented immigrants face an especially precarious situation that increases environmental health risks (such as exposure to chemicals for workers employed in cleaning and construction) yet renders it dangerous to challenge systemic inequality and discrimination (650-651). Thus, when considering the broader structural context and underlying systems of power that produce and reinforce economic marginalization, it is understandable why concern for environmental issues is not seen as a priority for those who are struggling to meet more pressing needs.
Second, the dominant avenues of participation presented by environmental (N)GOs were seen as limiting broader participation in environmental activism by Hispanics in Toronto. Interviewees pointed out a lack of attention to economic and educational inequality implicit in the communication strategies of (N)GOs, for example assumptions made about computer literacy and internet access (652). Based on a response from an interviewee, Gibson-Wood and Wakefield write that “formalized approaches to participation can be disempowering” in that “particular (raced and classed) views of what participation ‘should’ look like” disregard resources (including language)  required to participate, limiting the responsiveness of certain (N)GO actions with respect to the intended population (652).
On the other hand, “participants identified the environmental activities and approaches to engagement being promoted by their own organizations as different from those run through other organizations, sometimes in subtle and sometimes in fundamental ways” (652-653). For example, representatives from community gardens and cycling programs stressed that their initiatives go beyond narrowly defined environmental issues to consider such topics as health and migration, whereas the government in Toronto and Canada more broadly tended to treat environmental and social as separate.
            This is related to the third factor limiting the environmental activism of Toronto’s Hispanic population, which is a narrow definition of ‘environmentalism’ and “what ‘counts’ as environmental action” (654). The framing of solutions to environmental problems as technological or altering individual consumption practices tended to render the environmental knowledge of immigrants as less important (654). Even though more ‘mainstream’ environmental actions “were described as less relevant or accessible,” they “still had an important place in defining what environmental action is” (655).
The last “mechanism of exclusion,” is the perceived whiteness of environmentalism, which is clearly related to economic marginalization. A woman who found it difficult to promote interest in environmental programs at her community center said that she thinks “it has a lot to do with people caring a lot more about raising awareness for non-status, and women’s rights, and union workers, than about environment…It’s a very Canadian, white thing to care about, honestly” (656). Other respondents pointed out the “discussion of ‘whiteness’ and environmentalism within the context of the Hispanic population itself, and the relationship between ‘whiteness’ and immigration status” (656). One interviewee referred specifically to what he sees as Chileans and Argentinians closeness to Europe rather than Latin America. While his comment is a glaring generalization, Gibson-Wood and Wakefield do refer to the concept of “environmental racialization” with regard to environmental injustice in Canada. They argue that it “addresses the fluid, contextual nature of racial meaning in Canada, highlighted in our case study by differing levels of perceived inclusion/exclusion from Canadian environmentalism based on country of origin, immigration status, and “whiteness” across what might otherwise be considered one racial group/community” (658).
One general criticism that I have of the article is that despite sometimes problematizing the tendency to view the Hispanic population in Toronto as one homogenous group, Gibson-Wood and Wakefield seem to do it themselves quite frequently, with constant references to the Hispanic community. Overall, though, this is a mostly effective study from my perspective, and it provides a good example of the successful use of interviews to answer research questions.
             
Study 3: Hodkinson (2010) “Housing Regeneration and the Private Finance Initiative in England: Unstitching the Neoliberal Urban Straitjacket”
            In his investigation of  the private finance initiative (PFI), the Labour government’s key public-private partnership strategy for inner-city regeneration (read: gentrification), Stuart Hodkinson intervenes in the ongoing debate regarding ideal-type versus contingent neoliberalism and what Gibson-Graham calls “strong” versus “weak” theory. Based on a case study of a proposed plan for inner city regeneration through a PFI in the northern English city of Leeds, Hodkinson argues that through the lens of “strong theory,” the PFI “fits the role of an ideal-type neoliberal straitjacket,” but that viewed through the lens of “weak theory,” the structural contradictions of the PFI scheme make it possible for activists to unstitch the neoliberal urban straightjacket (360).
            Hodkinson explains that this project—which began in 2005 as part of an initial 2-year study funded by the British Economic and Social Research Council looking into self-organized, anti-capitalist activism at the grassroots level in the UK—“was undertaken in the more collaborative and spontaneous vein of participatory action research that places people at the active centre of research agendas, and was specifically influenced by traditions of ‘research militancy’ found in Argentinian and Italian autonomist struggles” (368). A PFI housing scheme seeking to open up council housing (the British equivalent to public housing) to increased private ownership and market forces threatened to demolish existing council housing to make land available for private residential development. Tenants opposed these proposals that had the potential to displace hundreds of people. Hodkinson’s engagement started when a local community worker on the Little London council housing estate in Leeds requested support for the group. As Hodkinson puts it in his methodological reflection:

Given the proximity of the neighborhood to the university and the surrounding ‘studentification’ that was a factor behind regeneration, I felt a degree of ‘academic responsibility’ to act and defend what Chester Hartman has called people’s ‘right to stay put’, especially given the enormous human damage wrought by displacement. The research has thus followed a long lineage of scholar activism in geography and beyond that values politically engaged research (368).

His role was to support the official tenants association, the Little London Tenants and Residents Association (LLTRA), by “co-producing processes and outputs relevant to formulating and achieving these local activists’ aims” (368-369). Activities undertaken by Hodkinson were: facilitating and recording minutes at campaign strategy meetings; helping tenants challenge the local authority’s misleading information; co-writing press releases; audio and film recording official meetings and consultation processes; organizing training and advice sessions; and more conventional academic research about the use of the PFI in housing regeneration policy through “interviews with elected councilors, housing officers, and the two bodies separately employed as the Independent Tenants’ Adviser” (369). A great deal of mutual respect and trust seems to have been fostered throughout this two-year collaboration between Hodkinson and the LLTRA, culminating in his formal appointment as their ‘community advisor’. Hodkinson was asked to write about “the tenants’ experience of the regeneration scheme and accompanying consultation process as the basis of an official complaint against Leeds City Council to the local government ombudsman” (369). He relied on the LLTRA’s archives of minutes and documents, individual interviews, focus group-style discussions, conversations with local residents, film footage of public meetings, in-depth analysis of government policy documents and local authority reports (369). The amount of attention dedicated to explaining the methodology is highly appreciated, since it does not always seem to happen, perhaps due to journal requirements, a tendency to take methods for granted, or maybe both. 
            Hodkinson skillfully blends information gleaned from policy documents and interviews with elected councilors and housing officers to shed light on how the PFI housing regeneration model adheres to the principles of neoliberal urbanism explained earlier in the literature review. For instance he portrays how councilors and officers blame the lack of “market forces in the ‘sprawling mono-tenure council estates’ that breed a ‘mono-culture’ of crime and welfare dependency,” and seek solutions in the transformation of public housing into private residential development via public-private partnerships (370). In addition, he does a great job of utilizing the insights of the LLTRA. He conveys how intelligent and politically aware the tenants are when they explain the PFI as “a form of backdoor privatisation that would raise rents and mean service cuts” (371).
            The details that emerge from the case of the PFI in Leeds and the insights of the affected tenants support the so-called strong theory of neoliberalism as an anti-democratic ‘roll-back’ and ‘roll-out’ program of restoring capitalist class power through ‘lock-in’ processes of ‘creative destruction’ and ‘accumulation by dispossession.’ This ‘strong’ theorization of the PFI as a “neoliberal straightjacket” is supported by comments from those interviewed. It almost undermines Hodkinson’s argument that a ‘weak’ theorization of the PFI suggests that its “power to neoliberalise space and place is inherently precarious due to its highly complex private financing model” (360). However, through an analysis of how “tenants’ everyday activism has played a major role in repeatedly forcing back the PFI timetable” (as of October 2010, the scheme was scheduled to begin in summer 2011, 7 years later than initially expected), Hodkinson makes a good argument that exposing the inherent contingency and instability of neoliberalization may be more empowering than the ‘strong’ explanations, which are characterized as disempowering. While I am generally sympathetic to Hodkinson’s argument, it seems that some of the distinctions between “strong” and “weak” theories of neoliberalism may be overstated. I do not think that describing the PFI as an anti-democratic attempt to accumulate by dispossession through creative destruction necessarily reinforces the hegemonic capitalist order, as Gibson-Graham argue such “strong” versions do. Pointing out its unjust nature from a “strong” lens can help expose contradictions that create opportunities for resistance, as the “weak” theory attempts to do. Overall, I found this well-executed paper’s case study to be a good one with which to engage the aforementioned debates. The author employed a very interesting methodology that scholar-activists might try to emulate.

Study 4: Staeheli and Mitchell (2007) “Locating the public in research and practice”
            The objective of Lynn Staeheli and Don Mitchell’s article is to bring clarity to the increasingly complicated discussions of the public and public space by “examining where participants in public space debates ‘locate’ the public—those spheres or realms where participants believe a public is constituted and where public interest is found” (792). In order to do so, they conducted interviews with 25 scholars actively involved in research concerning public space and 63 participants in public space controversies in five U.S. cities, comparing these conceptualizations to the geographic literature on the topic.
            To begin, the literature review consisted of a systematic exploration of the Anglophone, geographic literature published between 1945 and 1998. Staeheli and Mitchell identified 218 articles, book chapters, and books that focused on public space and that were either written by a geographer or published in a geographic journal or book. Definitions of public space, theoretical orientations, empirical foci, and data and methods were evaluated in each article (794). In the literature, Staeheli and Mitchell found a variety of definitions of public space, as well as a variety of reasons describing why public space is important. They determined both the range and frequency of public space definitions and reasons for importance, while stating that multiple options were possible since the potential definitions and reasons for importance are not mutually exclusive. Public space was defined most frequently by its physical characteristics, as well as its nature as a place of interaction and/or contestation. It was seen as important for social function and democratic politics (797-798). This impression was verified through a K-means cluster analysis, from which two clusters emerged. 141 articles were included in the first cluster, which depicted public space as a meeting place characterized by a lack of individual control, important for socialization and identity formation through recreation and casual interactions (798). 74 articles were included in the second cluster, which depicted public space as a meeting place characterized by: negotiation and conflict; accessibility and surveillance; the sharing of ideas; and public ownership, important as “a location for democracy, politics, and social movements” (799).
Next, Staeheli and Mitchell contacted all of the authors of those pieces who have a PhD and who were working in the USA during the interview period. They conducted interviews with the “authors still living, willing, and able to participate,” totaling 25 interviews with academic geographers (794). Two questions arise for me. First, assuming that Staeheli and Mitchell were willing to evaluate the writing of non-PhD holding academics in their review of the literature, why was the possession of a PhD then used as a discriminatory factor in contacting potential interviewees? Though this may not have been terribly consequential, it seems like an unnecessary, self-imposed requirement that may have limited the range of scholarly opinion on the topic. Second, what prevented Staeheli and Mitchell from conducting phone interviews with authors not living in the USA? It seems like this would have resulted in an increased amount of overlap between the academic literature and the scholarly interviews, though I understand if funding and time constraints precluded more interviews with geographers from taking place.
Staeheli and Mitchell asked the interviewees to define public space and talk about its importance as a way to understand how they define ‘the public’. They found that there are nuances “between how geographers write about public space and how they articulate their interest in and knowledge of it” (799). In the interviews, there was a reduction in definitions that emphasized physical space (from 37% in the literature to 8%) and as a site of contestation (from 23% in the literature to 8%), with the stress then placed on public space as a place for interaction that lacks individual control (799). Participating in democratic action remained the most important element of public space, while identity formation and community building/social cohesion increased in importance during the interviews. Functions like walking, gathering, and socializing were downplayed in the interviews (799).
            To better “understand both the nature of public space controversies and specific actors’ roles in them,” Staeheli and Mitchell also conducted interviews in spring 2001 with “government officials, activists, business owners or managers, social service providers, planners, and others” in five U.S. cities: San Diego, California; New York City; Syracuse, New York; Washington, D.C.; and Santa Fe, New Mexico (794). The focus in each city was different, from downtown redevelopment and homelessness in San Diego, to community gardens in NYC, to disputes surrounding public financing for the reconstruction of a shopping mall in Syracuse, to protests and parades in D.C., to changes to the Plaza in Santa Fe (794). In all of the interviews, though, Staeheli and Mitchell “sought to elicit how people framed or defined public space and whether and why they thought it was important…to understand how they conceived of ‘the public’” (794).
            Staeheli and Mitchell identified the public space controversy interviewees through newspaper searches and snowball strategies. They concede that this makes it unlikely that the sample is representative of “how the public as a whole conceptualizes publicity and public space,” though that may be a truly representative sample may be a near-impossibility in this case anyway. However, given the focus on five different public space struggles, their interviews “included a range of people from planners to activists, from business leaders to architects, and from police to interested lay people,” which gives “an idea of the range of conceptualizations” (801). Staeheli and Mitchell explain that the results reflect the fact that they were addressing very different kinds of issues in the five cities and that how people understand publicity is contingent on historical and geographical context, as alluded to in interviews with academics. Furthermore, since there were unequal numbers of people interviewed from each case study, “direct comparisons are rather difficult, although they do provide a rough indication of the importance of particular definitions and meanings in each of the controversies” (804). Amongst the public space interviewees, the most common way to define public space was in terms of ownership (24%), while 13% referred to public space as “a space made through the sweat equity of the public, a definition that did not appear at all in the other two sources,” and zero respondents mentioned a lack of control, though this was a key among many geographers (804). The site interviewees tended to discuss the importance of public space more strongly in terms of community, whereas academics stressed democracy, although both sets of respondents and the literature emphasized the social nature of public space (804).
            Staeheli and Mitchell highlight the significant differences among the five case studies, which are interesting because they reveal the importance of context. In New York City and Santa Fe, public space was considered important to community, and also to politics in NYC. However, in San Diego and Syracuse, more importance was placed on economic development. The presence of homeless people was seen by some as threatening to community, rendering private spaces more conducive to socialization and the formation of a public because those deemed potentially disruptive could be excluded. In D.C., “public space was where democratic freedoms were exercised—and sometimes tested,” though the emphasis was on individual rights and political economy was not mentioned (805-806). A potential methodological question mark arose when Staeheli and Mitchell talked with people from San Diego. Because they “were interested in whether homeless people were perceived to be, or able to act as, part of the public,” they “did not ask people about their definitions of public space, although some people did define it without out asking” (805). At first I thought it was methodologically suspect to not ask the same questions at each site in order to make comparisons. However, on second thought, and given that Staeheli and Mitchell have stressed the importance of historical and geographical context to the ways in which ‘the public’ is conceived, I think it was acceptable for them to adjust their emphasis in the interviews. The point was not to make direct comparisons but to understand how and why different conceptions of public space matter.

Conclusion
Bridi’s sound methodology of interviewing class foes allowed him to make convincing arguments. His juxtaposition of quotations from actors with conflicting economic interests provided insight into the exploitative nature of capitalist social relations, while revealing how repression is exacerbated by the vulnerability of migrant workers enrolled in temporary international labor arrangements such as Canada’s Seasonal Agricultural Workers Program. The inability of migrant workers in Ontario to organize and even raise complaints for fear of termination and deportation back to Mexico or Jamaica benefits tobacco farm owners and sheds light on the relationship between the global inequality fueling migration and regimes of labor control.
Gibson-Wood and Wakefield’s interviews with representatives of organizations working with the Hispanic population in Toronto on environmental initiatives helped them identify four interrelated “mechanisms of exclusion” that limit environmental activism in Toronto’s Hispanic population: economic marginalization; potentially inaccessible forms of participation; narrow definitions of ‘environmentalism’; and the perceived whiteness of ‘environmentalists’. If it were possible, speaking with a broader range of representatives from these organizations could strengthen the methodology and may even facilitate the co-production of knowledge emphasized in Hodkinson’s participatory approach, which also included interviews.
Hodkinson’s engagement with the Little London Tenants and Residents Association permitted him to argue for the importance of a “weak” theorization of neoliberalism that draws attention to “the role of human agency in creating delays and thus increasing bargaining power” with regard to the private finance initiative scheme to regenerate inner-city housing (377). His quotations of elected officials (both through interviews and policy document analysis) reveal the pervasiveness of an ideology that emphasizes the sanctity of market forces and condemns undesirable individuals, while his quotations of affected tenants shed light on what they rightly describe as a deliberate attempt to replace the existing population with more affluent property owners via an undercover privatization scheme. The dispossession inherent in this ‘revanchist’ form of gentrification matches “strong” theories of neoliberalism. That the everyday activism of the tenants has delayed the vicious proposal suggests to me the need to reevaluate the distinctions between “weak” and “strong” theorizing. It seems that the “strong” theorists also point out contradictions in order to highlight opportunities for opposition, thus avoiding the charges of the “weak” theorists that they are disempowering. Methodologically, this study was very interesting and well-done in my opinion. That it responds constructively to an ongoing theoretical debate is an additional strength. 
Staeheli and Mitchell employ a productive mix of qualitative (interviews) and quantitative (categorizing definitions via a K-means cluster analysis) methods. Their attempt to come to grips with how academic and non-academic thinking about the public and public space converge and diverge is welcome. Unlike the other studies, Mitchell and Staeheli do not directly quote their respondents. This would seem strange if not for the fact that they frequently cite their other articles related to public space, which suggests that a more direct engagement with the responses of interviewees may be found there. I find this completely understandable, since the point of this article is to categorize a variety of conceptualizations of the definition and importance of public space in order to bring clarity to the discussion. It is extremely thorough and very well-done from my perspective.  
These four studies reveal the numerous purposes for which the method of interviewing can be used, from Hodkinson’s participatory action research to Staeheli and Mitchell’s taxonomical exercise, and there are more possibilities, too. Given the diversity of the issues explored in the articles reviewed here, it may be a stretch to declare what they share, but I will try: what these methodologies have in common is that interviews (whether with powerful actors, marginalized ones, or both) reveal inequalities and power asymmetries. In so doing, the articles attempt to contribute, to varying degrees, to finding ways to subvert oppressive social relations so as to make possible to construction of more just, equitable, and democratic spaces, from Ontario’s tobacco farms, to Toronto’s environmental justice organizations, to Leeds public housing, to ‘public space’ across the U.S. This may be too broad a conclusion, since not all of the authors were as explicit as Hodkinson in articulating from where alternatives might spring. Nevertheless, normative claims were implicit in the other articles. From these studies, I found that the method of interviewing in general (and conversing with opposing actors in particular) seems to be a fruitful way to unravel class struggles and the role that race and space play in those conflicts.

Works Cited
Bridi, Robert (2013) “Labour Control in the Tobacco Agro-spaces: Migrant Agricultural
Workers in South-Western Ontario” Antipode 45.5: 1070-1089

Gibson-Wood, Hilary and Sarah Wakefield (2012) “‘Participation,’ White Privilege and
Environmental Justice: Understanding Environmentalism Among Hispanics in Toronto” Antipode 45.3: 641-662

Hodkinson, Stuart (2010) “Housing Regeneration and the Private Finance Initiative in England:
Unstitching the Neoliberal Urban Straitjacket” Antipode 43.2: 358-383

Staeheli, Lynn and Don Mitchell (2007) “Locating the public in research and practice” Progress
in Human Geography 31.6: 792-811