Operationalization

Abstract

This chapter describes operationalization, which refers to the intellectual operations the researcher undertakes to decide how to observe a concept in reality. This is a crucial step of the research process, as many concepts in the social sciences are too abstract to be immediately observed. The most important criteria of a successful operationalization are consequently the consistency between each step of the research design, from theory formation to data collection, and the degree to which the indicators effectively allow the researcher to gather observations that work well in the context under study. One way to synthesize these points is that operationalization should enable the researcher to respect the principle of double adequacy. First, the researcher’s conceptual argument and the operationalized data should correspond. Second, there is a need for adequacy between those data and the ‘reference reality’.