Considerations when recording fieldnotes

The decisions about choosing what is recorded may have a significant impact on the ultimate findings. As such, creating and adhering to a systematic method for recording fieldnotes is an important consideration for a qualitative research. American social scientist Robert K. Yin recommended the following considerations as best practices when recording qualitative field notes.^[7]

• Create vivid images: Focus on recording vivid descriptions of actions that take place in the field, instead of recording an interpretation of them. This is particularly important early in the research process. Immediately trying to interpret events can lead to premature conclusions that can prevent later insight when more observation has occurred. Focusing on the actions taking place in the field, instead of trying to describe people or scenes, can be a useful tool to minimize personal stereotyping of the situation.
• The verbatim principle: Similar to the vivid images, the goal is to accurately record what is happening in the field, not a personal paraphrasing (and possible unconscious stereotyping) of those events. Additionally, in social science research that involves studying culture, it is important to faithfully capture language and habits as a first step toward full understanding.
• Include drawings and sketches: These can quickly and accurately capture important aspects of field activity that are difficult to record in words and can be very helpful for recall when reviewing fieldnotes.
• Develop one’s own transcribing language: While no one technique of transcribing (or “jotting”) is perfect, most qualitative researchers develop a systematic approach to their own note-taking. Considering the multiple competing demands on attention (the simultaneous observation, processing, and recording of rich qualitative data in an unfamiliar environment), perfecting a system that can be automatically used and that will be interpretable later allows one to allocate one’s full attention to observation. The ability to distinguish notes about events themselves from other notes to oneself is a key feature. Prior to engaging in qualitative research for the first time, practicing a transcribing format beforehand can improve the likelihood of successful observation.
• Convert fieldnotes to full notes daily: Prior to discussing one’s observations with anyone else, one should set aside time each day to convert fieldnotes. At the very least, any unclear abbreviations, illegible words, or unfinished thoughts should be completed that would be uninterpretable later. In addition, the opportunity to collect one’s thoughts and reflect on that day’s events can lead to recalling additional details, uncovering emerging themes, leading to new understanding, and helping plan for future observations. This is also a good time to add the day’s notes to one’s total collection in an organized manner.
• Verify notes during collection: Converting fieldnotes as described above will likely lead the researcher to discover key points and themes that can then be checked while still present in the field. If conflicting themes are emerging, further data collection can be directed in a manner to help resolve the discrepancy.
• Obtain permission to record: While electronic devices and audiovisual recording can be useful tools in performing field research, there are some common pitfalls to avoid. Ensure that permission is obtained for the use of these devices beforehand and ensure that the devices to be used for recording have been previously tested and can be used inconspicuously.
• Keep a personal journal in addition to fieldnotes: As the researcher is the main instrument, insight into one’s own reactions to and initial interpretations of events can help the researcher identify any undesired personal biases that might have influenced the research. This is useful for reflexivity.