Asking “How” and “Why” and “Under What Conditions” Questions: Using Critical Realism to Study Learning and Teaching

Authors

DOI:

https://doi.org/10.20343/teachlearninqu.13.40

Keywords:

critical realism, paradigm, pedagogical research, mechanism, systems thinking

Abstract

Research paradigms offer a way for scholars to design, communicate, and reflect on their research effectively. A paradigm encapsulates the researcher’s worldview, including the epistemology, ontology, and axiology of the research. Researchers are often initiated, whether explicitly or implicitly, into particular paradigms through graduate study. This can cause difficulties in the multidisciplinary landscape of SoTL where practitioners either have to learn a new domain and/or communicate to peers outside their discipline. Learning about common research paradigms can help address these challenges. Four commonly used paradigms that have been proposed as relevant for SoTL research are post-positivist, critical realist, interpretive, and transformative (including indigenous). This article describes the basic tenets of critical realism and discusses them in relation to SoTL research. It i) describes key concepts within critical realism, including a stratified reality and a focus on causal mechanisms and the relationship between structure and agency, ii) explains how critical realism can be applied to studying learning and what this means for choice of SoTL methodology and method, and iii) describes the key aspects of two published SoTL studies. The paper concludes by suggesting that critical realism can enhance the theoretical rigor, practical utility, and interdisciplinarity of SoTL research.

Downloads

Download data is not yet available.

Author Biography

Janice Miller-Young, University of Alberta

Janice Miller-Young, P.Eng., PhD, (CAN) conducts SoTL research on her undergraduate engineering classes. She has authored and co-authored numerous articles, book chapters, and two books based on SoTL projects, SoTL methodologies and frameworks, and SoTL identity.

References

Agbedahin, Adesuwa V., and Heila Lotz-Sisitka. 2019. “Mainstreaming Education for Sustainable Development: Elaborating the Role of Position-Practice Systems Using Seven Laminations of Scale.” Journal of Critical Realism 18 (2): 103–22. https://doi.org/10.1080/14767430.2019.1602975.

Berenson, Carol. 2018. “Identifying a Tradition of Inquiry.” In SoTL in Action: Illuminating Critical Moments of Practice, edited by Nancy L, Chick. Stylus.

Bhaskar, Roy. 1975. A Realist Theory of Science. Routledge.

Bhaskar, Roy, and Berth Danermark. 2006. “Metatheory, Interdisciplinarity, and Disability Research: A Critical Realist Perspective.” Scandinavian Journal of Disability Research 8 (4): 278–97. https://doi.org/10.1080/15017410600914329.

Booth, Shirley, and Lorenzo C. Woollacott. 2018. “On the Constitution of SoTL: Its Domains and Contexts.” Higher Education 75: 537–51. https://doi.org/10.1007/s10734-017-0156-7.

Bronfenbrenner, Urie. 1976. “The Experimental Ecology of Education.” Teachers College Record 78 (2): 1–37. https://doi.org/10.1177/016146817607800201.

Brown, Gordon. 2009. “The Ontological Turn in Education: The Place of the Learning Environment.” Journal of Critical Realism 8 (1): 5–34. https://doi.org/10.1558/jocr.v8i1.5.

Chick, Nancy L. 2013. “Difference, Privilege, and Power in the Scholarship of Teaching and Learning: The Value of Humanities SoTL.” The Scholarship of Teaching and Learning in and Across the Disciplines, 15–33.

Chick, Nancy L. 2019. “Theory and the Scholarship of Teaching and Learning: Inquiry and Practice with Intention.” In, The Grounded Instruction Librarian: Participating in the Scholarship of Teaching and Learning, edited by Melissa Mallon, Lauren Hays, Cara Bradley, Rhonda Huisman, and Jackie Belanger. Atlanta, GA.

Chick, Nancy L. 2023. “Rereading SoTL: Toward New Beginnings.” Innovative Higher Education 48: 977–89. https://doi.org/10.1007/s10755-023-09679-0.

Chng, Huang H. and Peter Looker. 2013. “On the Margins of SoTL Discourse: An Asian Perspective.” Teaching & Learning Inquiry 1 (1): 131–45. https://doi.org/10.2979/teachlearninqu.1.1.131.

Creswell, John W., and Cheryl N. Poth. 2016. Qualitative Inquiry and Research Design: Choosing Among Five Approaches. Sage.

Felten, Peter. 2013. Principles of Good Practice in SoTL. Teaching & Learning Inquiry 1 (1): 121–5. https://doi.org/10.20343/teachlearninqu.1.1.121.

Haigh, Neil, and Andrew J. Withell. 2020. “The Place of Research Paradigms in SoTL Practice: An Inquiry.” Teaching & Learning Inquiry 8 (2): 17–31. https://doi.org/10.20343/teachlearninqu.8.2.3.

Huber, Mary T., and Sherwyn P. Morreale, editors. 2002. Disciplinary Styles in the Scholarship of Teaching and Learning: Exploring Common Ground. Taylor & Francis.

Isaksen, Robert. 2024. “Exploring Learning in Critical Realism.” In On Learning, Volume 2. Philosophy, Concepts and Practices, edited by David Scott. UCL Press.

Kruger, Jessica S., Sophie Godley, and Leah C. Neubauer. 2025. “Supporting Scholarship of Teaching and Learning in Public Health: An Ecosystem Approach.” Pedagogy in Health Promotion. https://doi.org/10.1177/23733799241312670.

Ling, Lorraine. 2019. “The Power of the Paradigm in Scholarship in Higher Education.” In Emerging Methods and Paradigms in Scholarship and Education Research, edited by Lorraine Ling and Peter Ling. IGI Global Scientific Publishing.

Löfgreen, Jennifer. 2023. “Navigating Between Scylla and Charybdis: SoTL as its Own Kind of Inquiry.” Teaching & Learning Inquiry 11. https://doi.org/10.20343/teachlearninqu.11.28.

Meijerman, Irma, Lindy Wijsman, and Femke Kirschner. 2024. “Adding a Scholarly Analysis of Teaching and Learning to SoTL: The Development of the Hands-on Utrecht Roadmap for SoTL.” International Journal for Academic Development: 1–15. https://doi.org/10.1080/1360144X.2024.2361428.

Miller-Young, Janice. 2024. “Complex Journeys and Theory as Scaffolding: An Illustrated Guide to the SoTLscape.” In Becoming a SoTL Scholar, edited by Janice Miller-Young, J. and Nancy L. Chick. Elon, NC: Elon University Center for Engaged Learning. https://doi.org/10.36284/celelon.oa6.13.

Miller-Young, Janice, and Michelle Yeo. 2015. “Conceptualizing and Communicating SoTL: A Framework for the Field.” Teaching & Learning Inquiry 3 (2): 37–53. https://doi.org/10.20343/teachlearninqu.3.2.37.

Miller-Young, Janice E., Michelle Yeo, and Karen Manarin. 2018. “Challenges to Disciplinary Knowing and Identity: Experiences of Scholars in a SoTL Development Program.” International Journal for the Scholarship of Teaching and Learning 12 (1): 3. https://doi.org/10.20429/ijsotl.2018.120103.

Miller-Young, Janice, Michelle Yeo, and Karen Manarin, 2024. Navigating Boundary Experiences in SoTL: Pinch Points, Paradigms and Perspectives. In Becoming a SoTL Scholar, edited by Janice Miller-Young and Nancy L. Chick. Elon, NC: Elon University Center for Engaged Learning. https://doi.org/10.36284/celelon.oa6.17.

Mingers, John. 2014. Systems Thinking, Critical Realism and Philosophy: A Confluence of Ideas. Routledge.

Moore, Ashley R., and Deirdre M. Kelly. 2024. “Getting Real about Critical Realist Interviewing: Five Principles to Guide Practice.” International Journal of Qualitative Methods 23. https://doi.org/10.1177/16094069241299311.

Mukumbang, Ferdinand C. 2023. “Retroductive Theorizing: A Contribution of Critical Realism to Mixed Methods Research.” Journal of Mixed Methods Research 17 (1): 93–114. https://doi.org/10.1177/15586898211049847.

O’Mahoney, Joe, and Steve Vincent. 2014. “Critical Realism as an Empirical Project: A Beginner’s Guide.” In Studying Organizations Using Critical Realism: A Practical Guide, edited by Paul K. Edwards, Joe O’Mahoney, and Steve Vincent. Oxford: Oxford University Press. https://doi.org/10.1093/acprof:oso/9780199665525.003.0001.

Pohl, Christian, Dena Fam, Sabine Hoffmann, and Cynthia Mitchell. 2019. “Exploring Julie Thompson Klein’s Framework for Analysis of Boundary Work.” Issues in Interdisciplinary Studies 37 (2): 62–89. http://hdl.handle.net/10453/138367.

Potter, Michael K., and Jessica Raffoul. 2023. “Engaged Alienation: SoTL, Inclusivity, and the Problem of Integrity.” International Journal for the Scholarship of Teaching and Learning 17 (1). https://doi.org/10.20429/ijsotl.2023.17102.

Sayer, Andrew. 1984. Method in Social Science: A Realist Approach. Routledge.

Scharff, Lauren, Holly Capocchiano, Nancy Chick, Michelle Eady, Jen Friberg, Diana Gregory, Kara Loy, and Trent Maurer. 2023. “Grand Challenges for SoTL.” International Society for the Scholarship of Teaching and Learning. https://issotl.com/grand-challenges-for-sotl/.

Scott, David. 2010. Education, Epistemology and Critical Realism. Routledge.

Simmons, Nicola, and K. Lynn Taylor. 2019. “Leadership for the Scholarship of Teaching and Learning: Understanding Bridges and Gaps in Practice.” The Canadian Journal for the Scholarship of Teaching and Learning 10 (1). https://doi.org/10.5206/cjsotl-rcacea.2019.1.7995.

Smith, Calvin D. 2019. “Scientific Realism and the Scholarship of Learning and Teaching in Higher Education.” In Emerging Methods and Paradigms in Scholarship and Education Research. IGI Scientific Publishing. https://doi.org/10.4018/978-1-7998-1001-8.ch006.

Syska, Alicja, and Christie Pritchard. 2023. “Blended Learning as a Site of Struggle: A Critical Realist Analysis of Students’ Perceptions of Blended Learning and its Impact on their Sense of Belonging.” Journal of University Teaching & Learning Practice 20 (6): 15. https://doi.org/10.53761/1.20.6.15.

Tan, Kevin, Yann F. Yang, and Nigel C. K. Tan. 2023. “Refocusing SoTL—Myopia, Context Lenses and Ecological Systems Theory.” The Asia Pacific Scholar 8 (2): 80. https://doi.org/10.29060/TAPS.2023-8-2/PV2842.

Tikly, Leon. 2015. “What Works, for Whom, and in What Circumstances? Towards a Critical Realist Understanding of Learning in International and Comparative Education.” International Journal of Educational Development 40: 237–49. https://doi.org/10.1016/j.ijedudev.2014.11.008.

Walls, Jill K. 2016. “A Theoretically Grounded Framework for Integrating the Scholarship of Teaching and Learning.” Journal of the Scholarship of Teaching and Learning 16 (2): 39–55. https://doi.org/10.14434/josotl.v16i2.19217.

Weasel Head, Gabrielle. 2023. “Indigenous Research Methodologies with Gabrielle Weasel Head” In SoTL Research Methodologies: A Guide to Conceptualizing and Conducting the Scholarship of Teaching and Learning. Taylor and Francis. https://doi.org/10.4324/9781003447054.

Webb, Andrea S., and Anne M. Tierney. 2019. “Investigating Threshold Concepts in the Scholarship of Teaching and Learning, and the Influence of Disciplinary Background on the Research Process.” In Threshold Concepts on the Edge. Brill.

Wenger, Etienne. 1998. “Communities of Practice: Learning as a Social System.” Systems Thinker 9 (5): 2–3.

Whetten, David A. 1989. “What Constitutes a Theoretical Contribution?.” Academy of Management Review 14 (4): 490–5. https://doi.org./10.5465/amr.1989.4308371.

Withell, Andrew, and Neil Haigh. 2018. “Enhancing Curricula and Learning Environments Using Critical Realist Perspectives and Approaches: A Case Study and Critique.” The Curriculum Journal 29 (3): 319–37. https://doi.org/10.1080/09585176.2017.1400451.

Yeo, Michelle, Janice Miller-Young, and Karen Manarin. 2023. SoTL Research Methodologies: A Guide to Conceptualizing and Conducting the Scholarship of Teaching and Learning. Taylor and Francis. https://doi.org/10.4324/9781003447054.

A graph showing layers in a sphere labeled "sub-individual," "individual," "micro" "meso," "exo," "macro," "mega," and "planetary."

Downloads

Published

2025-08-28

How to Cite

Miller-Young, Janice. 2025. “Asking “How” and “Why” and ‘Under What Conditions’ Questions: Using Critical Realism to Study Learning and Teaching”. Teaching and Learning Inquiry 13 (August):1–14. https://doi.org/10.20343/teachlearninqu.13.40.