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The aims of this study are to review the literature examining the arguments for and against the telephonic qualitative research interviews, to develop criteria for assessing when the use of the telephone is suitable in qualitative research and if suitable to offer detailed strategies for the effective use of this data collection instrument.

The study is a thematic analysis of the literature, informed by the researchers’ experiences using the telephone, computer-based audio and face-to-face interviews for an accounting research project involving 50 semi-structured interviews with managers.

The study identifies five criteria to determine the suitability of using the telephone in qualitative research interviews. In addition, the study offers a set of detailed strategies on what to do before, during and after a telephonic qualitative research interview.

The study can assist qualitative researchers in deciding when to use the telephone and how to use it effectively.

The study builds on the limited prior research and provides a more complete list of strategies on the effective use of the telephone in qualitative social sciences research. These strategies are a synthesis of existing studies and observations drawn from the author's study, which examines the work of organisational managers. In comparison, prior studies have been based on research projects that explored sensitive personal issues and emotive experiences not always related to managerial work.

The telephone has been widely used to conduct quantitative research in diverse fields of study, generally using survey methodology. However, comparatively very few qualitative studies opt for this means of data collection. The purpose of this paper is to argue in favour of a medium that has generally been second‐rated in qualitative research. It aims at establishing telephone interviews as an equally viable option to other established methods of qualitative data collection.

This paper is informed by the authors’ experience of using this method, as well as the limited number of previous research articles presented on the topic. It discusses its specific strengths and limitations, drawing on a conducted longitudinal study to illustrate key points. Its application to particular qualitative analysis methods, in view of the acknowledged requirements for each of these approaches, is also presented.

Telephone conversations naturally follow an agenda‐driven format that is initiated by the caller, similar to semi‐structured interviews. The authors propose that the telephone medium and interview modality are complementary. Also, the interview transcripts provide rich textual data that can subsequently be analysed using a range of qualitative data analysis methods.

Focus is placed on the methodological strengths of using telephone interviews in qualitative research, rather than convenience factors which have been the most featured element in previous literature. The paper aims at informing researchers who want to consider using the telephone medium for qualitative data collection and analysis.

The purpose of this paper was to review the effectiveness of telephone interviewing for capturing data and to consider in particular the challenges faced by telephone interviewers when capturing information about market segments.

The platform for this methodological critique was a market segment analysis commissioned by Sport Wales which involved a series of 85 telephone interviews completed during 2010. Two focus groups involving the six interviewers involved in the study were convened to reflect on the researchers’ experiences and the implications for business and management research.

There are three principal sets of findings. First, although telephone interviewing is generally a cost-effective data collection method, it is important to consider both the actual costs (i.e. time spent planning and conducting interviews) as well as the opportunity costs (i.e. missed appointments, “chasing participants”). Second, researchers need to be sensitised to and sensitive to the demographic characteristics of telephone interviewees (insofar as these are knowable) because responses are influenced by them. Third, the anonymity of telephone interviews may be more conducive for discussing sensitive issues than face-to-face interactions.

The present study adds to this modest body of literature on the implementation of telephone interviewing as a research technique of business and management. It provides valuable methodological background detail about the intricate, personal experiences of researchers undertaking this method “at a distance” and without visual cues, and makes explicit the challenges of telephone interviewing for the purposes of data capture.

Purpose – To reflect on reasons for refusal in cross-cultural telephone surveys and address ways of reducing non-response from Chinese managers.

Approach – We first propose a conceptual model for telephone survey cooperation, drawing on existing research regarding survey non-response. This is evaluated through reflections on non-response to a telephone survey of 1,900 Chinese senior and middle managers working in privately owned high-technology firms.

Findings – We conclude with a framework for cooperation in cross-cultural telephone surveys, enhancing the leverage-saliency theory. Among many factors, home country interviewers are crucial in gaining access and generating survey interview responses. However, they require careful recruitment, rigorous training and monitoring to help ensure the quality of research data.

Research implications – Our framework provides practical advice in minimising non-response in cross-cultural telephone surveys. This includes sample selection, the development of the survey instrument (and translation), reasons for refusal, research incentives and the role of interviewers.

Originality/value – Our contribution in this chapter is twofold: an enhanced understanding of leverage-saliency theory in cross-cultural telephone surveys, and an articulation of the role of interviewers in changing the dynamics of positive and negative leverage through telephone interaction with managers.

To explore and evaluate the evidence about the value of using telephone surveys, especially in market research for a library.

A critical summary and review of the literature in this field.

This paper demonstrates that there are five major reasons for using this method of surveying customer preferences: response rates are higher; data can be analysed sooner; the cost of surveys is lower than alternative methods; calls can be monitored for quality; and the telephone offers the benefits of spontaneity.

The paper contains extensive information on “best practice” of telephone surveying including designing the questionnaire and conducting the interview. There is information on getting a representative sample, plus coping with “no answers”, unlisted numbers and answering machines.

Library managers with a commitment to using innovative techniques for market research will find telephone surveys offer a useful and cheap alternative to other survey methods. No previous paper has examined the use of, and the value of, telephone surveys in libraries.

Project INISS was established on July 1st 1978 with a grant from the Department of Health and Social Security, and completed its work in October 1980. The aim of the project was to evaluate a number of small‐scale experimental innovations for the improvement of information services in social services departments. Three interviewing techniques were used: one to one, group and telephone interviews. This article describes these methods and offers guidelines for their suitability in particular situations.

The method most often used to gather information on the attitudes and opinions of retail customers, the exit/location survey, has several shortcomings. Presents an alternative method for gathering such data involving two stages: creating a name/ telephone number list via random selection of customers at the retail location, and a subsequent telephone interview. Tests the method in two retail environments and compares the results with those of two other tests of the method. Overall, the method is successful at gathering good quality, detailed data and generates acceptable‐to‐high response rates.

This article explores the potential of an emerging group of farmers in Kenya, namely the growing segment of urban-based medium-size farmers, often called “telephone farmers”. To what extent do they benefit from an emerging ecosystem to support them in operating their farms, and what does that mean for the Hidden middle of agricultural value chains, the actors between the farmers and consumers? Unlocking the potential production of telephone farmers will require more services from collectors, traders, transport firms, the storage facilities, wholesalers and processing units and retailers. Ultimately, optimized telephone farm production benefits the business of Hidden middle value chain actors, increases incomes and jobs and improves food security.

Based on a survey and in-depth interviews a profile of the telephone farmers is given and their role as innovators is analyzed. The Latia Resource Centre (LRC) provides assistance to medium-size farmers, like the telephone farmers, helping them to prepare business plans and use modern technology and contributing to an emerging ecosystem providing support to all farmers.

The article analyzes the medium-size telephone farmers. It documents the contributions of this new agricultural actor to developing value chains and a dynamic ecosystem. The paper profiles the telephone farmers first and then identifies what they need and the support they receive. The emerging innovative ecosystem impacts agricultural productivity and production and hence the development of value chains. Small farmers gain access to opportunities offered by telephone farmers, working for them as outgrower or farm worker.

The authors used a small sample of 51 farmers and covered only a two-year period.

Small farmers are being helped through the emerging eco-system and farm labor acquire skills, which they can also you on another or their own farm.

Based on the analysis an even more effective ecosystem is suggested and policy recommendations are formulated before the conclusion is drawn that these medium-size farmers contribute to innovation diffusion, inclusive value chain development and food security and are becoming part of this expanding, innovative ecosystem. Following the debate on food security the results suggest to pay more attention to the development of telephone farmers given their role in developing agricultural value chains and innovative ecosystems.