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Reed Early, BC Office of the Auditor General and Normand Péladeau, Provalis Research May 31, 2009 Ottawa

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Page 1: May 31, 2009 Ottawa - evaluationcanada.ca · 5/31/2009  · Fill in cells with either a selected quote or “*” to indicate missing data. Look for patterns, empty cells, areas of

Reed Early, BC Office of the Auditor General andNormand Péladeau, Provalis Research

May 31, 2009 Ottawa

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Part 1 QDA MethodsOutcomes – learners understand the origin and current practice of QDA methods in general, grounded theory in particular, and possible applications of the methods.

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1. Methodsa. useful for inductive researchb. useful in naturalistic inquiryc. qualitative methods growing consensusd. collection ↔ analysis ↔ collection

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2. Qualitative Data (QD)a. open b. exploratoryc. useful when questions to ask not yet been definedd. allows insights

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3. Overview of QDA

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4. QDA cycle

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5. overview of process

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6. Work plan of research process

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7. Characteristics of QDAa. constructivist - many meaningsb. context bound i.e. “cast"c. uses inflection i.e. "THIS was good."d. can be sorted in many ways e. QD by itself has meaning i.e “apple”

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8. Sources of QDa. interviewsb. focus Groupsc. field observationsd. survey comments e. historical recordsf. secondary datag. photos, paintings, songs

...

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9. Types of QDa. structured text writings, stories, survey

comments, news articles, books etc

b. unstructured text transcription, open interviews, focus groups, conversation

c. audio recordings, as above, music

d. visual recordings, graphics, art, pictures

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10. Methods Matched to Type of Data a. structured text

content and matrix analysis etc

b. unstructured text i.e. narratives, open interviews

phenomenology, grounded theory etc

c. audio i.e. interviews, anecdotes, “stories”, music

matrix analysis, grounded theory etc d. visual i.e. graphics, art, pictures

matrix analysis, grounded theory etc

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11. Methods Matched to Principle Task a. description

content analysis …b. explanation

matrix analysis …c. derive new ideas and insights

phenomenology …d. test significance

matrix analysis, quantitative …e. map theoretical relation

grounded theory, 2D mapping …

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12. Principles of QDAa. Data entry (gathering)b. Comprehending (immersion)c. Synthesizing (sifting)d. Theorizing (sorting)e. Re-Contextualizing (emerging theory)

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13. Data entry (analogous demo)

a. not easily mechanizedb. important part of processc. often done by analystd. concurrent with analysis e. transcribe thoroughly, ASAP f. write memos (reflect)g. coding (start with few)

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14. Comprehending (immersion)a. begin while entering data b. start QDA immediatelyc. “live with it”d. line by line examinatione. create new questions for collection

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15. Synthesizing (sifting) “quotes” (decontextualize)

a. use inductive categoriesb. find common threadsc. compare transcriptsd. aggregate stories

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16. Theorizing (sorting) “coding”a. ask questions of the datab. find alternative explanationsc. allow sufficient time d. be open to insights

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17. Re-Contextualizing a. develop theoretical “elegance”b. apply to other settingsc. examine fit to literature/researchd. describe emerging theory

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18. Data Management Principlesa. stay close to the datab. be sensitive to emergent theoryc. allow recontextualizing d. it is a non-linear process

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19. Grounded Theory

Primary documents (comprehending)

immerse in the primary documents

begin as data are collected

read/view/listen to the data

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b. Quotations (synthesizing)select and mark salient quotations/passages

compare each line to other data

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c. Coding (theorizing)assign codes in margin

group, sort, categorize codes into families

collect new data based on emerging theory, memos, codes

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d. Memos (aids in all processes)

record insights on memos or post-it notes ie: ideas for emerging theories, thematic ideas, linked memos

(Exercise p7)

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e. 2D Network (recontextualize)

create a 2D network (mind map)add and arrange network nodes

• (quotes, memos and codes)

collect more data as needed(Exercise p9)

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f. Generate theoryMake a matrix of themes (rows) by roles (cols)Fill in cells with either a selected quote or “*” to indicate missing data.Look for patterns, empty cells, areas of convergence.Generate an explanation and provide a short quote to support your "theory". (exercise p11)

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20. Displaying results (computer methods)

display code frequencies and charts (demonstrated in QDA Miner)

Code Count % Codes Cases % Cases

1.1 Defines Mgmt Structure, Roles, Resp 36 1.20% 21 5.30%

1.1 Framework Contents 42 1.40% 23 5.80%

1.1 Key People Involved 119 3.90% 59 14.80%

1.1 Lines of Authority 46 1.50% 26 6.50%

1.2 Approval and Endorsement 25 0.80% 17 4.30%

1.2 Key Elements of Strategic Plan Exist 72 2.40% 36 9.00%

1.2 Plan Communicated 55 1.80% 26 6.50%

1.2 Plan Updated 18 0.60% 14 3.50%

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Freq charts

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run crosstab (matrix) codes and variables

Proj A Proj B Proj C Time 1 Time 2 Time 3 Chi-square P value

finding 1.1.x 2 1 3 9.924 0.357

finding 1.2.x 1 9 1 2 17.447 0.042

finding 1.3.x 1 5 1 10.624 0.302

finding 1.4.x 1 2 12 4 2 41.016 0

finding 2.1.x 3 1 2 1 20.759 0.014

finding 2.2.x 1 2 2.13 0.989

finding 2.3.x 20 2 1 3 4 2 16.514 0.057

Risks 6 2 2 17 4 4 33.709 0

Best Practices 4 1 1 3 6 4 49.178 0

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display code 2D network map (MDS)

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export .html web page for multimedia use

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Q&A Questions and answers

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Exercise: Quotes, Codes & Memos

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Exercise: Grounded Theory and 2D Network Mapping

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Alternate Exercise: Theorizing Using Matrix Analysis

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Some QDA Methods (and Software)1. Content Analysis

Word, QDA Miner Word-SimStat, Excel, Atlas-ti 2. Matrix analysis

QDA Miner Word-SimStat, NVivo3. Grounded Theory Mapping

QDA Miner Word-SimStat, Atlas-ti4. Phenomenology - using mind maps

Inspiration, Visio5. Concept Mapping

QDA Miner Word-SimStat, Concept Systems

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QDA softwareQDA Miner Word-SimStat (Provalis, CAN)Atlas-ti (Scientific Software, GER)NVivo (QSR, AU) Inspiration (USA)Concept Systems (USA)Excel, Access, SPSS (USA)

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How to choose software - Key QuestionsLewins and Silver 2005

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HandoutsHandout 1. Summary of Manual and Software Qualitative

Methods Handout 2. Website, Software and Internet Resources

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Don’t forget the course evaluation…

Thank you

[email protected]@provalisresearch.com