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Conceptual Issues in Cross
Cultural Research:
Finding Meaning
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November 2002
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Introduction
“Une erreur frequente est croire que la realite
est simple, est das une relation univoque avec nos perceptions et notre
facon d’agir sure elle”.(Usunier, 1992, p.82). This comment goes
to the heart of the issues that must be considered in establishing conceptual
equivalence in cultural research: whether there is an external reality
“out there” simply waiting to be observed and quantified using appropriate
measurement tools or whether the issue is somewhat different. Usunier
(1992) goes on to suggest that “reality” passes through various filters
– the senses which are themselves partially culturally formed, the choice
of what to research and the test of truth following from establishing the
criteria and finally the filter of the social construction of the meaning
of the research that has been conducted. These issues are not unique
to cross cultural research but are inherently questions relating to ontology
and epistemology, and then linked to method for any research endeavour.
However, such questions become more urgent in cross cultural research,
once they are acknowledged, because the proposition that different cultures
might very well have a different view of the world, actually engage in
or construct different realities has to be addressed. This is readily
summed up by the well know observation that “Eskimos” have many words for
snow, actually observe many different types of snow, while people living
in lower latitudes see snow as snow and need only one word to describe
it. This discussion paper considers the issue of the purpose
of cross-cultural research in business as a necessary prelude to issues
of operationalization, which are often addressed solely as problems to
do with method. The genesis of these problems is argued to relate not simply
to method but to issues of ontology and epistemology in cross-cultural
research. Interpretivist approaches in cross-cultural research are raised
as possible directions to address the issues raised.
Purpose of cross-cultural research in business
and marketing
Cross-cultural research of all types, not
specifically business related, can be criticised as unconsciously enacting
the agenda of the dominant culture and new ways of thinking about culture
and cross-cultural issues are emerging (Baerveldt and Verheggen , 1999;
Bowlin and Stromberg, 1997; van den Bouwhuijsen, Claes and Derde, 1995)
. The dominant culture has the power to frame understanding of the
world on their terms, and to enact issues and investigations flowing from
that world view to serve those agendas. (This is often simply summed up
in the expression that much cross-cultural research is ethnocentric (Boyacigiller
and Adler, 1991)).
At a simple level the issues for multi-cultural
and cross-cultural research in business, and marketing specifically, are
apparently quite removed from such concerns. The issues for business
and marketing management may be defined as enabling trade, enabling the
firm to operate successfully in more than a local geographic market or
to operate more successfully in a local geographic market where many cultures
live together. Other issues relate to successfully targeting offerings
at more than a single cultural group, increasing efficiency and effectiveness
by illuminating areas of similarity and difference across cultures that
may enhance the success of business and marketing management and transactions.
This may not be an exhaustive list of issues but captures the essence of
a fairly deterministic approach to the multi-cultural and cross-cultural
research agenda in today’s global business environment. The aims are, broadly,
increased transparency and formal, rather than tacit, knowledge to increase
business success.
Even if increased transparency through formal
knowledge was an appropriate goal, some reframing of the research agenda
might lead to the following types of questions. What is the relationship
between modernity and traditional values within a culture? What is the
relationship between the dominant culture and the minority culture and
an individual’s identification with each? What are the processes by which
change is managed within this culture? Are processes of homogenisation,
differentiation or stratification more accurate description of processes
of adaptation and change? Is cooperation or competition the more
successful mode of behaviour? Specific examples are those as noted by a
tradition of blessing tools of the trade or occupation in India by having
a priest enter the place of work or the implication for business to business
marketing of the importance of the network relationships in Korean society,
and the influence of God “Inshallah” (“God willing”) in the goal directedness
of Saudi Arabians. An ethnocentric research agenda might have led to an
exporter of beef emphasising the quality, hygienic preparation, taste and
adaptation to traditional recipes rather than even being aware of the impact
of the network relationships on business- to- business relationships.
A concrete practical example concerns the issue of a restaurant meal.
By what criteria do we define a “good” meal? The Japanese are primarily
concerned with the freshness of the ingredients. They will consider
and debate the merits of different farm regions and the speed with which
fish has been caught and presented to table. The French are more
concerned with the process of meal preparation – the recipe and the time
and trouble spent in preparation and presentation. Latin diners,
from Spain or Mexico for example, will praise the “gift” of the chef for
her special ability with a particular dish. The North Americans are
more concerned with the efficiency with which the meal progressed and apparently
cannot enjoy a meal unless it is served quickly . These are generalisations
of course. Most of us take some account of each of these points,
but one issue is of greatest moment for each cultural group and some are
probably not even in the consciousness of other cultures.
Setting the research agenda, or more simply,
forming the questions for investigation, are not necessarily simple or
obvious issues. Should the investigation begin with an already well-established
issue in the consumer behaviour literature? This apparently innocuous
and accepted approach to research is highly likely to be culture bound
in that "the literature" originates most often from North America or from
North American trained researchers and reflects concerns and issues relevant
to the practice of business in that country. Should the research
begin with a well-established practical issue, such as the need to understand
the possibilities and limitations of standardisation across markets, and
then seek to extend its application to other cultures? Should the
research begin with some cultural framing questions and then seek to understand
the impact of these in different cultures? Are there universal questions
that are of central interest that should be established and researched
first?
Comparative or cross-cultural research?
The starting point for much of what is termed
cross-cultural research is summed up by this statement at the beginning
of a well-respected paper that the task concerns “assessing the applicability
of frameworks developed in one country to other countries [as] an important
step in establishing the generalizability of …theory.. and the measurement
of the constructs of interest have to exhibit adequate cross national equivalence”
(Steenkamp and Baumgartner, 1998). If cross-cultural research can be equated
to comparative research, then a number of recent papers (Cavusgil and Das,
1997; Saimee and Jeong, 1994; Steenkamp and Baumgartner, 1998; Yu, Keown
and Jacobs, 1993) have very adequately addressed method issues and given
a good lead in developing more methodologically sound research.
Central to the improvement in method are concerns
with equivalence of all types: functional, conceptual, instrument (measurement
and vocabulary) equivalence, sample selection and data collection methods
and data analysis (Yu, Keown and Jacobs, 1993). Among the approaches
identified has been the use of confirmatory factor analysis to address
configural, metric and scalar equivalence or invariance issues in measurement
and to develop practical guidelines relating to the goals of the research
given the frequent occurrence of only partial measurement invariance (Steenkamp
and Baumgartner, 1998). This approach is a measurement led procedure
that does not consider broader cultural issues.
In addition, it is becoming more apparent that
cross-cultural research and comparative research cannot be used interchangeably.
While some (Steenkamp and Baumgartner, 1998) have been careful to restrict
method techniques to issues of comparative research, others (Cavusgil and
Das, 1997) use comparative and cross-cultural research interchangeably,
still others (Yu, Keown and Jacobs, 1993) have focused on issues of method
whilst only acknowledging the broader “non-methodological” issues.
The “non-methodological issues” have been identified
as relating centrally to the issue of culture itself and also to the issues
of functional and conceptual equivalence (Yu, Keown and Jacobs, 1993).
Functional and conceptual equivalence go to the central issue of meaning,
and are thus not simply amenable to method solutions. To be functionally
equivalent an object or construct must perform the same function in different
cultures. A computer has meaning as an information-processing tool
in Western economies but this is also subject to different functional interpretations.
For example, the use that computers, donated by the Bill and Melinda Gates
Foundation, have been put to in African countries have been quite diverse
including the use of the “grey box” as a chicken coop. To be conceptually
equivalent a concept or construct must apply in the same way in different
cultures. A concept as central as love can be understood quite differently
across cultures. The search for love, as shown in the prime time
U.S. television show “Sex and the City”, has a very different meaning to
the search by the young Indian middle class person using the classifieds
in major Indian newspapers. Thus culture itself needs to be addressed.
A meaning based approach to culture
A very general, often used definition of culture
is that it is “the man-made part of the human environment” (Herskovits,
1948). This definition immediately cues us to think of the material
objects and artefacts created by humankind (VCRs, art, home furnishings).
Of equal importance is the subjective culture, the subjective psychosocial
responses of people to experience often expressed as values, roles and
norms (Triandis, 1972). The subjective culture refers to the corporate
cognitive system with which a society interprets experience and imputes
meaning to the world, and to objects, including man made objects. Culture
is "the totality of equivalent and complementary learned meanings maintained
by a human population … and transmitted from one generation to the next"
(Rohner, 1984).
The nature of cultural influence has been identified
(McCort and Malhotra, 1993) as a circular process from which meaning is
created, maintained and transmitted within a society. Individuals
interpret experience through a shared cognitive structure. Cultural meaning
is transmitted through communication and behaviour, through rituals, through
adherence to norms and by the use of artefacts to form individual meaning
systems (McCracken, 1986). Culture is both determined by its members and
determinant of the characteristics of its members. So “the different
structure of words and concepts as between two different societies is a
measure of different realities as lived and understood in the fullest sense
by different peoples” (Tayeb, 1994, p.431).
Meaning, reality, ontology and cross-cultural
research
It has been established that culture relates
to the construction of meaning and the different realities experienced
by people in different cultures. Thus to undertake cross-cultural
research, researchers must develop ways to tap into meanings and realities.
A first step in this process necessitates making ontology explicit.
Ontology is the branch of philosophy that deals with assumptions about
the nature of reality. Considerations of ontology have recently been
found to be a powerful tool in the area of knowledge engineering and information
science (Vickery, 1997; Wand, 1996) and it is suggested offer similar possibilities
in cross-cultural research.
Much of the existing research in the cross
cultural research area objectifies reality, sees it as real, out there,
and unchanging. Given this understanding of the world, the types
of knowing, or epistemology, tend toward the objective measurement of phenomena,
through the use of questionnaires and surveys and the use of mathematical
tools of analysis. However, ontology most often remains implicit. While
people often question method, and sometimes question epistemology, ontology
is rarely questioned. However, ontology is important for a number of reasons.
Ontology addresses fundamental issues of meaning. It is the point
where we identify and define the objects and processes that are worthy
of consideration in our research. It is central to agenda setting:
What’s important, what are the relationships between the issues?
What is the research question?
Such reflections on how the world is ordered
and organised are not the exclusive domain of cross-cultural research and
insight into the issue of ontology can be gained through consideration
of other research approaches. These concerns intersect with what
is broadly termed the interpretive or social constructionist perspective
(Berger and Luckman, 1966) and explicitly the postmodernist school influenced
by Foucault (1970) and Fleck (1979). For example, in his influential
analysis of the development of order and organisation in the modern world
Foucault (1970) starts with an amused and perplexed reflection on the writer
Jorge Luis Borge's description of 'a certain Chinese encyclopedia' in which
it is written that: "..animals are divided into (a) belonging to the Emperor
(b) embalmed (c) tame (d) sucking pigs (e) sirens (f) fabulous (g) stray
dogs [..]…etc”. The shock of confronting such a different world order reveals
the limitations of a particular thought style. Fleck (1979) points
out that individuals are necessarily members of a thought collective with
a particular thought style, which, often unbeknown to the individual, or
indeed the entire collective, exerts a compulsive force upon their thinking.
This explains the harsh reaction to Columbus' assertion that the earth
was round. This tendency has been identified as a process of selectively
abstracting ideas, concretizing them as aspects of reality, and then taking
them as the appropriate unit of analysis whilst ignoring and forgetting
the process by which this occurred (Chia, 1995).
Concluding Remarks
Recognising the issues raised above and moving
from some of the present approaches of ordering the world to a more
interpretivist approach is suggested as a part of the way forward for cross-
cultural research in business and marketing.
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Gillian
Sullivan Mort, University of Queensland
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complete version of this paper was first presented as an Invited Seminar
at the School of Management, Asian Institute of Technology, Bangkok, Thailand,
May 2002. |
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