Showing posts with label analytic_memos. Show all posts
Showing posts with label analytic_memos. Show all posts

April 1, 2013

Dropping the ball

Research is a juggling act. I think to be a successful researcher you must juggle at any given time at least four of the following: data collection, reading, writing, analysis, reflexivity -- always reflexivity and reflection.

Am I leaving anything out? Probably.

This whole semester I thought I was doing well, when, in fact, at most I was tossing around maybe two things at a time. Big deal.

After reading the coding and analysis literature this week, I realize I have dropped a major ball, the analysis one.

I also realize I have some new questions. (See end of post for questions).

Coding, analysis, and interpretation
Coding is a commonly accepted approach to analysis, and, as such, it has its share of critics, who claim it is an over-glorified form of reductionist frequency counting.

In the opening chapters of the new edition of his coding manual, Saldaña (2013) addresses the critics. He says coding is not the end-all, be-all of analysis. Nor is it a discrete stage of analysis done in isolation from other aspects of research.

Saldaña argues that coding does not distance the researcher from his or her data:
If you are doing your job right as a qualitative researcher, nothing could be further from the truth. Coding well requires that you reflect deeply on the meanings of each and every datum. Coding well requires that you read and reread and reread yet again as you code, recode, and recode yet again. Coding well leads to total immersion In your data corpus with the outcome being exponential and intimate familiarity with its detail, subtleties, and nuances. (p. 39)
I so need to do this. I haven't been handling the data well at all. I have been amassing it, stockpiling it, peering at it occasionally with heavy heart as I do with hampers of dirty laundry. In fact, I now have piles of neatly folded, laundered clothes, and no grasp of my study. I will choose laundry any day over the challenge of data analysis.

The readings on coding and analysis cause me to feel a pit in my stomach as I realize how far removed I have become from the actual texts of my study. I haven't transcribed in weeks. I haven't touched, much less reflected on, field notes, emails, and other artifacts from last semester. I acquired a thick folder of documentation from one of the key informants for my study, and the documents still sit where I left them two weeks ago.

Worse, I have been continually conducting interviews with participants for the last three months, without the benefit of immersion in the data to guide or shape my interactions with those participants.

In their discussion on the process of line-by-line microanalysis, Strauss and Corbin (1998) write, "We are moved through microanalysis by asking questions, lots of them, some general but others more specific. Some of these questions may be descriptive, helping us ask better interview questions during the subsequent interviews" (p. 66).

I should be forming theoretical questions that probe relationships between concepts and then asking these question during follow-up interviews.

I just concluded the first round of interviews. Time is running out for follow-ups, as my participants are classroom teachers who will not relish being interviewed over summer vacation. This is a potential problem.

Analytic memos
And because I have not been immersed in the data, I also have not generated a single analytic memo about the data, not since last semester. This is another problem.

Analytic memos are the raw materials for what will ultimately become the “theoretic text,” in which the researcher “finally sees the theoretic interpretation – core thesis – he or she wants to put forward” (Piantanida & Garman, 2009, Ch. 13, para 1). They are initiated by “aha moments” and “conceptual leaps” that put “the myriad individual, idiosyncratic, and situational details into a meaningful, coherent, theoretic perspective” (para 2).

According to Saldaña, "Virtually every qualitative research methodologist agrees: whenever anything related to and significant about the coding or analysis of the data comes to mind, stop whatever you are doing and write a memo about it immediately" (p. 42).

Richardson (1994) refers to analytic memos as "theoretical notes." These are the researcher's hunches, hypotheses, connections, and/or critiques about what is being seen and heard in the field. The researcher opens up his or her texts to interpretation and a "critical epistemological stance" (p. 526).

Memo writing goes hand-in-hand with analysis. All sorts of memos may be generated during research, but the analytic ones mark the researcher's first attempts at creating findings.

In writing workshop, instructors guide their students: "Don't get it right, get it writ." This advice applies to the research memo as well. Saldaña says just write the memo; worry about the title and category later. He explains,
I simply write what is going through my mind, then determine what type of memo I have written to title it and thus later determine its place in the data corpus. Yes, memos are data; and as such they, too, can be coded, categorized, and searched with CAQDAS programs. Dating each memo helps keep track of the evolution of your study. Giving each memo a descriptive title and evocative subtitle enables you to classify it and later retrieve it through a CAQDAS search. (p. 42)
Grounded Theory and ATLAS.ti
One thing that has become more transparent to me in the coding and analysis readings is the connection between grounded theory and ATLAS.ti.

Some researchers distrust CAQDAS tools because “enduring foundationalist epistemologies are clearly being drawn on in their design and programming” (Brown, 2002). After reading portions of Strauss and Corbin’s (1998) handbook on grounded theory, I finally see what the critics are talking about. Key features of ATLAS seem to be borrowed directly from the grounded theory genre: open codes, in vivo codes, network views (Strauss and Corbin call them “diagrams”), and the integration of memos.

Strauss and Corbin did not claim to know much about computers in their 1998 volume, but they specifically mention ATLAS.ti as “more geared toward theory building” (p. 276) and reproduce a memo from ATLAS developer Heiner Legeiwe that says as much.

Questions:
  • Both the grounded theory guidelines as well as Saldaña’s book refer to the use of categories. How does one denote categories in ATLAS.ti? I have been using prefixes to organize codes upfront, so my prefixes are definitely not categorical. They are simply organizational/topical in nature. Is this what code families are for? Does it matter?
  • Saldaña refers to “subcodes” and “subcategories.” How can these be represented in ATLAS.ti?
References
Brown, D. (2002). Going digital and staying qualitative: Some alternative strategies for digitizing the qualitative research process. Forum Qualitative Sozialforschung/Forum: Qualitative Social Research, 3(2). Retrieved from http://www.qualitative-research.net/index.php/fqs/article/viewArticle/851

Piantanida, M., & Garman, N. B. (2009). The qualitative dissertation: A guide for students and faculty (2nd ed., Kindle version.). Thousand Oaks, CA: Corwin.

Richardson, L. (1994). Writing: A method of inquiry. In N. K. Denzin & Y. S. Lincoln (Eds.), Handbook of qualitative research (pp. 516–529). Thousand Oaks, CA: SAGE Publications, Inc.

Strauss, A., & Corbin, J. M. (1998). Basics of qualitative research: Techniques and procedures for developing grounded theory. Thousand Oaks, CA: SAGE Publications.

Saldaña, J. (2013). The coding manual for qualitative researchers (2nd ed.). Los Angeles: SAGE Publications Ltd.
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March 25, 2013

ATLAS.ti and network views: No magic wands

After reading Susanne Friese's book, I knew what functions of the ATLAS.ti program I most wanted to put to work: memos, queries, and network views. I have tried unsuccessfully in the past to use these features, but they require a certain amount of finesse and a certain amount of insight into their underlying logic that I just did not possess.

My usual strategy for learning a new technology (pushing a lot of buttons, clicking a lot of links, and generally just fooling around with it until it works) just wasn't cutting it.

So, I turned to Friese, whose book outlines the strategic use of memos for running data queries and integrating findings. Memos are instrumental to the entire analytical process but play an especially important role during writing and production of the final report (read: DISSERTATION).

Friese encourages: "In order to see the benefits of it, you have to try it." She says some people may call it "magic," but it is really just "the added value of approaching analysis in a systematic way utilizing the options available" (p. 142).

Stop expecting "magic." Start applying a "systematic" approach. That is what I needed to do.

Memos
So, I started small, with one primary document (Watt's 2007 article on researcher reflexivity), one memo, and one writing task. I wanted to use the memo tool to develop some discursive text -- a blog post -- based on Watt's article.  Before I began reading and coding the article in ATLAS, I opened the Memo Manager, created a memo, gave it a "proper" title, and categorized it by type.

Meanwhile, I also created, titled, and categorized a free memo to record my process of using memos in ATLAS. Yes. A memo about memo'ing -- a "meta memo," which, in turn, became this blog post.

According to Friese, memos can be linked to quotations, to codes, and to other memos. I tried this and linked the Watt memo to the PDoc itself, to specific quotations within the PDoc, and to significant codes. Now what?

Queries & Network Views
Friese says memos serve an analytic function (a "container of ideas") and a technical function. After coding the data (in my case, the Watt literature), the user may probe more deeply by running queries. Queries serve a data retrieval function by probing connections between PDocs, quotes, codes, and memos in depth. The memo serves as a place to record descriptions, interpretations, and ideas based on these probes. Friese calls it "second-level conceptual analysis" (p. 7).

However, for the task at hand, I simply had one PDoc, one memo, a few codes, and a handful of quotes. Upon further consideration, I decided to save the query function for another day. For purposes of developing my blog post, I turned my attention to the network view and memo output functions. I was especially intrigued by the potential of network views for displaying data, creating concept maps, and developing writing heuristics.

Projects created within ATLAS.ti are referred to as hermeneutic units (HUs), based on the science of text interpretation (I know because I finally took the time to look it up.). The HU consists of links that the user creates between all sorts of object nodes:  PDocs, quotes, codes, and memos.  Thus, the HU is really a network, and network views are detailed perspectives on different aspects of the network. 

The thing is, there truly is nothing "magical" about network views, which is why I never had any success with them in the past! I possessed a fundamental misconception of this tool: I thought when I clicked the display network option, the network would magically populate the screen like a flow chart, with all the nodes logically mapped out and connected for me. 

On the contrary, when the user displays the network for an item and all its nodes, the user must manipulate the objects, linking and labeling them in a manner that makes sense to the user. This is why Friese has an entire chapter (Chapter 7) devoted to the creation and manipulation of network views.

My Process
I took some time to explore the quotes and codes associated with the Watt PDoc. How could I use the network view to glean new insights from Watt (2007) in relation to my current project, the dissertation? This exploration was messy and recursive. I spent a lot of time clicking on the quote nodes, which allowed me to read them in full. I found that it was more fruitful to right-click on the quotations and Display in Context. This resulted in more reading and, in some cases, more coding. Finally, under the Display menu, I opted for Quotation Verbosity, Full Text, so I could work with the quotations in full as I arranged them in the network view.

Arranging the codes and experimenting with the Code-to-Code Relations Editor helped build my understanding of exactly what I wanted to say in my Watt reflection. Naming the semantic relationships between the code nodes led me to see how most of the codes had one thing in common: they each connected somehow to the "trustworthiness" code.

I discovered I could double-click on the memo object to display its text in full, and I could double-click on the memo text to edit it. So, as I arranged the network view, I revised and wrote whole new portions of the memo. To illustrate points in the memo, I copied and pasted selected quotes from the context of the article. Toggling in this manner, from network view to memo and back again, became tedious, so I broke my paperless rule and exported the (mostly) finalized network view as a graphic file to my desktop and printed it. It sat on my physical desktop as I finalized the blog post. I would not have done this if I had a larger computer screen or dual monitors.

As can be seen in the "before" and "after" screenshots, I only scratched the surface of what is possible with network views. Using the network view did not make my writing process more efficient -- it took as much, or possibly more time to compose the blog post -- but it did help me conceptualize something new about an article I had already read multiple times over the last three years.

Network View BEFORE

Network View AFTER

I drafted the Watt blog post entirely in ATLAS. I am sure there are multiple ways to go about this; I saved the memo as an .rtf file to my desktop, then copied, pasted, and did final edits in my blog editor.

A final word about Memo Output
So, in the end, I did not utilize the memo output function. With the memo output function, the user selects the memo, right-clicks, selects Output and Selected Memo with Quotations, and chooses Editor as the destination. An editable document is generated that "includes everything you need to write the results chapter of your research report or paper" (p. 146).  However, I can see that if I was working with multiple memos and needed to string them together into one coherent piece of text, such as a chapter of findings, I might want to use this option to pull everything into a more robust word processing program.
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