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Ontology and epistemology, positivism and interpretivism

4 min read

Based on Qualitative Researcher Dr Kriukow's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Ontology determines what reality is assumed to be—stable and law-governed or dynamic and interpretation-dependent—and that assumption shapes research design.

Briefing

Ontology and epistemology sit underneath the familiar divide between positivism and interpretivism—and they matter because they shape what counts as “reality” and what counts as legitimate knowledge. Ontology asks what reality is like: whether it is governed by universal, stable laws that exist independently, or whether it is dynamic and shaped by how people perceive and interpret it. That ontological stance then steers research choices: if reality is variable and law-like, researchers may observe, record, and even manipulate variables; if reality is socially constructed and interpretive, the work shifts toward understanding interactions and meanings rather than treating behavior as something to be engineered through measurement alone.

Epistemology follows from ontology by asking how knowledge is obtained—what it means to know something and how researchers can access that knowledge. In the classroom example of a boy misbehaving and bullying peers, an ontological view that treats behavior as explainable through variables pushes toward a more scientific, intervention-oriented approach: identify relevant factors and attempt to change them. A different ontological view treats the behavior as inseparable from social context, requiring deeper engagement with relationships and interaction patterns rather than a purely variable-based analysis.

Once ontology and epistemology are clarified, positivism and interpretivism become easier to map. Positivism aligns with a realist ontology: reality is independent of participants and governed by universal laws. It pairs this with objectivist epistemology, which emphasizes researcher distance and objectivity—assuming researchers and participants can exist independently without mutual influence. Interpretivism flips the emphasis. It often adopts a relativist ontology, where multiple realities exist as products of mental constructions shaped by individuals’ experiences and beliefs. Its subjective epistemology treats knowledge as co-constructed: researchers and participants influence each other as meaning is negotiated in the research encounter.

The contrast is sometimes illustrated with a metaphor of two “planets.” Positivists are likened to number-focused aliens who make sense of reality through observation and analysis of measurable quantities. Interpretivists are likened to talk-focused aliens who understand reality through interpretation and perspective-taking. But the practical landscape is messier than the caricature. Many researchers today blend approaches rather than committing strictly to one worldview. Postpositivism, constructivism, and pragmatism offer alternatives, and mixed methods has a parallel in philosophy: it is common to combine ontological and epistemological assumptions, perhaps leaning toward positivism in some respects while adopting a relativist stance in others. The key takeaway is that worldview alignment is not always a single package deal; researchers can be flexible as long as their choices remain coherent with their aims and assumptions about reality and knowledge.

Cornell Notes

Ontology and epistemology provide the foundation for understanding positivism and interpretivism. Ontology asks what reality is like—stable and governed by universal laws, or dynamic and shaped by perception and social meaning. Epistemology asks how knowledge is gained—through objective, researcher-distance methods, or through subjective, co-constructed understanding with participants. Positivism typically pairs realist ontology with objectivist epistemology, treating reality as independent and measurable. Interpretivism typically pairs relativist ontology with subjective epistemology, treating multiple realities as constructed through experience and interaction. This matters because the worldview determines what research questions are appropriate and what methods will be credible.

How does ontology influence what methods a researcher chooses?

Ontology frames what “reality” is. If reality is assumed to be governed by universal, stable laws, behavior can be treated as something explainable through variables—making observation, recording, and even manipulation plausible methods. If reality is assumed to be dynamic and dependent on interpretation, then behavior may not be best handled through variable control; instead, researchers need to investigate social interactions and the meanings people attach to events.

What is the difference between objectivist and subjective epistemology?

Objectivist epistemology emphasizes researcher distance and objectivity, based on the assumption that researchers and participants can exist independently without influencing each other. Subjective epistemology treats knowledge as co-constructed: as researchers enter the research situation, they influence participants and are influenced in return, so understanding emerges through interaction rather than detached measurement.

Why does the classroom bullying example shift depending on worldview?

If bullying is treated as a phenomenon governed by variables, the response is to identify those variables and attempt to change behavior through observation and intervention. If bullying is treated as something rooted in social interactions and interpretive context, the response shifts toward understanding relationships, meanings, and interaction patterns—because the behavior cannot be fully captured by variable manipulation alone.

How do positivism and interpretivism differ in their assumptions about reality?

Positivism commonly uses realism as ontology: reality exists independently of people and follows universal laws. Interpretivism commonly uses relativism as ontology: reality is relative, with multiple realities produced through mental constructions shaped by individuals’ experiences and beliefs.

What does it mean to say researchers can mix worldviews rather than choose one package?

The transcript argues that strict adherence to one worldview is less common in practice. Researchers may combine paradigms such as postpositivism, constructivism, or pragmatism, and the philosophical “mixing” parallels mixed methods in research design. A researcher might lean toward positivism in general while still adopting a relativist ontology for how reality is understood, showing that ontology and epistemology can be combined in flexible ways.

Review Questions

  1. In what ways does a realist ontology push a researcher toward variable-based observation or intervention?
  2. How would objectivist epistemology change expectations about the researcher’s role in a study compared with subjective epistemology?
  3. What are two concrete reasons the classroom bullying example would lead to different research strategies under positivism versus interpretivism?

Key Points

  1. 1

    Ontology determines what reality is assumed to be—stable and law-governed or dynamic and interpretation-dependent—and that assumption shapes research design.

  2. 2

    Epistemology determines how knowledge is obtained, including whether researchers are expected to remain distant and objective or to engage in co-construction with participants.

  3. 3

    Positivism typically pairs realist ontology with objectivist epistemology, treating reality as independent and knowledge as something researchers can access without being shaped by participants.

  4. 4

    Interpretivism typically pairs relativist ontology with subjective epistemology, treating multiple realities as constructed through experience and interaction.

  5. 5

    The same phenomenon (like classroom bullying) can lead to different methods depending on whether it is treated as variable-driven behavior or context-dependent social meaning.

  6. 6

    Modern research practice often blends worldviews (e.g., postpositivism, constructivism, pragmatism) rather than following a single, rigid philosophical package.

  7. 7

    Researchers can combine ontological and epistemological assumptions—for example, leaning toward positivism while adopting relativism for how reality is understood.

Highlights

Ontology asks what reality is like; that answer directly influences whether researchers treat phenomena as measurable variables or as socially constructed meanings.
Positivism’s realist ontology and objectivist epistemology emphasize independence and researcher distance, while interpretivism’s relativist ontology and subjective epistemology emphasize co-constructed understanding.
The bullying example illustrates how worldview shifts the “best” method—from variable manipulation to deeper study of social interactions.
A two-planet metaphor captures the contrast: numbers and observation versus talk and interpretation—but real-world research often blends approaches.
Strict worldview purity is less common; researchers may mix paradigms and even mix ontological and epistemological commitments.

Mentioned