1. 1. SAGE - QSR webinar: Planning and Organizing Your Project to Ensure Success with NVivo www.queri.com Kristi Jackson, MEd PhD kjackson@queri.com 303-832-9502
2. 2. Qualitative Data Analysis with NVivo (second edition) Pat Bazeley Kristi Jackson kjackson@queri.com pat@researchsupport.com.au Research Support
3. 3. Table of contents Perspectives: Qualitative computing and NVivo Starting out, with a view ahead Designing an NVivo database Coding basics Going on with coding Cases, classifications, and comparisons Working with multimedia sources Adding reference material to your NVivo project Datasets and mixed methods Tools and strategies for visualizing data Using coding and queries to further analysis Teamwork with NVivo Moving on - further resources References Research Support
4. 4. Core Structural Features in NVivo 1. Coding 2. Cases 3. Classification Systems 4. Queries Thirteen questions (A through M) to address during your planning process (and five tips!)
5. 5. 1. Coding How do I get from here . . .
6. 6. . . . to here (a Matrix Query). . . Female Male 7 4 Pulled Back Home 11 3 Positive 2 0 School
7. 7. . . . and here (charting a Matrix Query) Female Male School 7 4 Pulled Back home 11 3 Positive 2 0 Female Male 0 2 4 6 8 10 12 School Pulled Back Home Positive Female Male
8. 8. I lived away for nine years. I was in college and teaching. But I ended up coming back because I married back home and I know this is where I need to be. So there is a great satisfaction knowing that. I really love being here in my grannys house that was her grandmothers house. And I feel a real peace about being here. And I tell people every night when I close that old Montgomery door that I am very fortunate to be on a square of land that has been in the family for six generations and to have a family that appreciates that like my family does. School Marriage Family FEMALE 2. CasesQuestions about Coding?
9. 9. Going from sources to cases Susan T1 Susan T2 Priya T1 Raul T1 Raul T2 Priya T2 Susan I hope that everybody who is here, whether they been here forever, or just got here, they realize the power of this place and the beauty of it. Raul And the beauty is not just in the trees or the landscape . . . Susan but in the people and in the stories of the past and they recognize that each one of them has a say so. Priya That the decisions we make are going to determine the future and that this place is worth fighting for. Raul Its worth working for. Susan Raul Priya
10. 10. Preparing quantitative data to map onto cases Case Age Gender Susan 30 Female Raul 40 Male Priya 30 Female Classification sheet Susan Raul Priya
11. 11. 3. Classification System(s)
12. 12. (Cases and Classifications in NVivo)
13. 13. I lived away for nine years. I was in college and teaching. I really love being here in my grannys house that was her grandmothers house. And I feel a real peace about being here. And I tell people every night when I close that old Montgomery door that I am very fortunate to be on a square of land that has been in the family for six generations and to have a family that appreciates that like my family does. School Marriage Family FEMALE But I ended up coming back because I married back home and I know this is where I need to be. So there is a great satisfaction knowing that. But I ended up coming back because I married back home and I know this is where I need to be. So there is a great satisfaction knowing that. 4. QueriesQuestions about Cases and the Classification System (Classifications, Attributes, Values)?
14. 14. Female Male 7 4 Pulled Back Home 11 3 Positive 2 0 School
15. 15. Word Frequency catalog Text specific strings Matrix cross-tab Coding complex logic Compound closeness Theory building queries Clerical/administrative queries Group lists Comparison coding reliability Seven types of queries Female Male School 7 4 Pulled Back home 11 3 Positive 2 0 A School B Family C Women I lived away for nine years. I was in college and teaching. But I ended up coming back because I married back home and I know this is where I need to be. So there is a great satisfaction knowing that. I really love being here in my grannys house that was her grandmothers house. Family college within 50 words of the node family School Susan Priya School Bindu Family Susan Communication Node Source Kappa Agree % Disagree % School Priya .5743 94.47 5.53 Family Priya 1 100 0 Communic. Priya 0 92.51 7.49
16. 16. Questions about queries? Word Frequency catalog Text specific strings Matrix cross-tab Coding complex logic Compound closeness Theory building queries Clerical/administrative queries Group lists Comparison coding reliability
17. 17. A. What are they? People, teams, policies, theories, phases, articles, organizations. . . B. Do I want to work with more than one kind? People AND organizations C. Do I have multiple sources for one case? Susan T1 and Susan T2 D. Do I have one source with multiple cases? Focus group with Susan, Raul, Priya . . . then how should I prepare my files? 5. Thirteen Questions to Address During the Planning Process (and five tips!) If I have cases . . . .
18. 18. Simple tips for preparing files Keep every moment of data collection in its own file (tip 1). If I interview a child and an adult in a single household . . . . . . put the transcripts into separate documents. If I have more than one Classification (e.g., person, family, organization ). . . . . . start with the smallest (tip 2) person
19. 19. E. What are they? Age, gender, ethnicity . . . F. Do I have a plan for collecting them? Screening questions, interview guide . . . G. Will I pre-determine the Values, or will I allow participants to self-identify and later develop subgroups? Cuban-American, White, Latino, Black, African-American, Caucasian . . . H. Could some (or all) of the Classifications, Attributes and Values emerge during coding instead of being determined a-priori? After coding, I see there are three types of peer groups: Insular, semi-open, open . . . If I have attributes and values . . . .
20. 20. I. Do I know some of them ahead of time? Sustainability, barriers, transportation, efficacy . . . J. Do I anticipate some will be inductively generated? (Am I doing phenomenology, grounded theory, or other inductive approaches?) K. Have I read the literature about coding? Pat Bazeley: Qualitative Data Analysis: Practical Strategies Kathy Charmaz: Constructing Grounded Theory (2nd) Lyn Richards: Handling Qualitative Data: A Practical Guide (3nd) Johnny Saldaa: The Coding Manual for Qualitative Researchers (2nd) Regarding my nodes (codes) . . . .
21. 21. School Positive Negative Neutral Conflicted Family Positive Negative Neutral Conflicted Communication Positive Negative Neutral Conflicted Potential Problem Coding data & running matrix queries (leading up to tips 3 & 4)
22. 22. Topic Health Networking Communication School Family Communication Positive 45 63 12 Negative 87 44 26 Neutral 10 11 13 Conflicted 86 96 112 Attitude Positive Negative Neutral Conflicted Potential Solution Topics Attitudes Matrix Query of Topics X Attitudes: Avoid viral coding structures (tip 3)
23. 23. Dont create a viral coding structure by creating sub-nodes according to demographic characteristics: (tip 4) School Men Women Family Men Women
24. 24. L. Do I know the kinds of queries I can run in NVivo? Text mining, Boolean operations, Matrices . . . M. Do I have a memo in my project where I can add ideas for queries as I code, link and write about my interpretations? Its a bad sign if a final project doesnt have any memos. Learn how to create and modify memos (tip 5) Regarding queries . . .
25. 25. Cases A. What are they? B. Do I want to work with more than one kind? C. Do I have multiple sources for one case? D. Do I have one source with multiple cases? Classifications, Attributes, Values E. What are they? F. Do I have a plan for collecting them? G. Will I pre-determine the Values, or will I allow participants to self-identify and later develop subgroups? H. Could some (or all) of the Classifications, Attributes and Values emerge during coding instead of being determined a-priori? Nodes (themes) I. Do I know some of them ahead of time? J. Do I anticipate some will be inductively generated? K. Have I read the literature about coding? Queries L. Do I know the kinds of queries I can run in NVivo? M. Do I have a memo in my project where I can add ideas for queries as I code, link and write about my interpretations? 1. Keep every moment of data collection in one file (except Datasets [surveys, social media, etc.]) 2. If you have more than one kind of classification, start with the smallest 3. Avoid viral coding structures 4. Dont put demographics (values) into your coding structure 5. Learn how to use memos in the project Questions Tips
26. 26. SAGE - QSR webinar: Planning and Organizing Your Project to Ensure Success with NVivo www.queri.com Kristi Jackson, MEd PhD kjackson@queri.com 303-832-9502