Rigor and Flexibility in Computer-based Qualitative Research: Introducing the Coding Analysis Toolkit

Chi-Jung Lu
Department of Library Information Sciences, School of Information Sciences, University of Pittsburgh, Pittsburgh PA, United States of America

Stuart W Shulman
Director, Qualitative Data Analysis Program, University Center for Social and Urban Research, University of Pittsburgh, Pittsburgh PA, United States of America

PP: 105 - 117

Abstract

Software to support qualitative research is both revered and reviled. Over the last few decades, users and skeptics have made competing claims about the utility, usability and ultimate impact of commercial-off-the-shelf (COTS) software packages.

This paper provides an overview of the debate and introduces a new web-based Coding Analysis Toolkit (CAT). It argues that knowledgeable, well-designed research using qualitative software is a pathway to increasing rigor and flexibility in research.

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Keywords

qualitative research, data analysis software, content analysis, multiple coders, annotation, adjudication, inter-rater reliability, tools

Article Text

Effective qualitative data analysis plays a critical role in research across a wide range of disciplines. From biomedical, public health, and educational research, to the behavioral, computational, and social sciences, text data analysis requires a set of roughly similar mechanical operations. Many of the mundane tasks, traditionally annotations performed by hand, are tedious and time-consuming, especially with large datasets. Researchers across disciplines with qualitative data analysis problems increasingly turn to commercial-off-the-shelf (COTS) software for solutions. As a result, there is a growing literature on computer-assisted qualitative data analysis software (CAQDAS), with Fielding and Lee's study (1998) serving as an enduring landmark in the canon.

These various COTS packages (eg NVivo, ATLAS.ti, or MAXQDA, to name just a few) evolved from pioneering software development during the 1980s, with the first programs available for widespread public use early 1990s (Bassett 2004). Software tools provide a measure of convenience and efficiency, increasing the overall level of organization of a qualitative project. Researchers enhance their ability to sort, sift, search, and think through the identifiable patterns as well as idiosyncrasies in large datasets (Richards & Richards 1987; Tallerico 1992; Tesch 1989). Similarities, differences and relationships between passages can be identified, coded and effectively retrieved (Kelle 1997a; Wolfe, Gephart & Johnson 1993). The research routine is substantially altered. In the best cases, more intellectual energy is directed towards the analysis rather than the mechanical tasks of the research process (Conrad & Reinharz 1984; St John & Johnson 2000; Tesch 1989).

The first part of this article summarizes the claims associated with using software for qualitative data analysis. Next, we acknowledge the oft-mentioned concerns about the role of software in the qualitative research process. We then introduce a new web-based suite of tools, the Coding Analysis Toolkit (CAT), designed to make mastery of core mechanical functions (eg managing and coding data) as well as advanced projects task (eg measuring inter-rater reliability and adjudication) easier. Finally, we assert that CAQDAS tools are useful for increasing rigor and flexibility in qualitative research. Assuming a user (or team) running a project has a basic level of technical fluency, the requisite research design skills, and domain expertise, coding software opens up important possibilities for implementing and transparently reporting large-scale, systematic studies of qualitative data.

The second author is the sole inventor of the Coding Analysis Toolkit and has a financial interest in it should it ever be commercialized.


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