QUALITATIVE ANALYSIS CODING INTRO EXERCISES AFFINITY DIAGRAMS CSCI

QUALITATIVE ANALYSIS CODING (INTRO EXERCISES) AFFINITY DIAGRAMS CSCI 4163/6610 - WINTER 2014

2 general research approaches deductive approach vs inductive approach 2

deductive research approach top-down approach THEORY HYPOTHESIS OBSERVATION CONFIRMATION 3

inductive research approach THEORY TENTATIVE HYPOTHESIS PATTERN OBSERVATION bottom-up approach 4

deductive or inductive 5

Exercise 1 Open coding Inductive analysis Exploratory research Theory building research 6

Exercise 2 Coding with pre-defined categories Deductive analysis Theory Testing 7

THE QUALITATIVE ANALYTICAL PROCESS

Agenda 2 Main QA approaches Coding exercise 1 Coding exercise 2 Slides on Qualitative Analysis Brainstorming Exercise Affinity Diagramming Exercise 9

1. Analysis Considerations 1 Words 2 Context (tone and inflection) 3 Internal consistency (opinion shifts during groups) 4 Frequency and intensity of comments (counting, content analysis) 5 Specificity 6 Trends/themes 7 Iteration (data collection and analysis is an iterative process moving back and forth)

2. The Procedures 1 2 3 4 5 6 7 8 9 Coding/indexing Categorisation Abstraction Comparison Dimensionalisation (relationships) Integration Iteration Refutation (subjecting inferences to scrutiny) Interpretation (grasp of meaning - difficult to describe procedurally)

Qualitative Inquiry - Purpose The purpose of qualitative inquiry is to produce findings. The Data Collection process is not an end in itself. The culminating activities of qualitative inquiry are analysis, interpretation, and presentation of findings.

Qualitative Inquiry - Challenge To make sense of massive amounts of data, reduce the volume of information, identify significant patterns and construct a framework for communicating the essence of what the data reveal

Qualitative Inquiry - Problem ‘…have few agreed-on canons for qualitative data analysis, in the sense of shared ground rules for drawing conclusions and verifying sturdiness’ (Miles and Huberman, 1984)

The Creativity of Qualitative Inquiry ‘. . the human element of qualitative inquiry is both its strength and weakness - its strength is fully using human insight and experience, its weakness is being so heavily dependent on the researcher’s skill, training, intellect, discipline, and creativity. The researcher is the instrument of qualitative inquiry, so the quality of the research depends heavily on the qualities of that human being’ (Patton, 1988)

The Science and Art of Qualitative Inquiry (Patton, 1988) The Science The scientific part is systematic, analytical, rigorous, disciplined, and critical in perspective The Art The artistic part is exploring, playful, metaphorical, insightful, and creative

Critical Thinking ‘Critical Thinking calls for a persistent effort to examine any belief or supposed form of knowledge in the light of the evidence that supports it and the further conclusions to which it tends’ (Glaser, 1941) or more simply! Critical Thinking means weighting up the arguments and evidence for and against.

Critical Thinking • Key points (Glaser, 1941): – Persistence: Considering an issue carefully and more than once – Evidence: Evaluating the evidence put forward in support of the belief or viewpoint – Implications: Considering where the belief or viewpoint leads; what conclusions would follow; are these suitable and rational; and if not, should the belief or viewpoint be reconsidered

Guidance for Creative Thinking 1 2 3 4 5 6 7 8 9 Be open Generate options Divergence before convergence Use multiple stimuli - triangulate Side track, zig-zag, and circumnavigate Change patterns of thinking Make linkages Trust yourself Work and play at it

The Credibility of Qualitative Analysis 1 Rigorous techniques and methods for gathering highquality data that is carefully analysed, with attention to issues of validity, reliability, and triangulation 2 The credibility of the researcher, which is dependent on training, experience, track record, status, and presentation of self 3 Philosophical belief in the phenomenological paradigm, that is, a fundamental appreciation of naturalistic inquiry, qualitative methods, inductive analysis and holistic thinking

A Credible Qualitative Study A credible qualitative study needs to address the following issues: 1 What techniques and methods were used to ensure the integrity, validity, and accuracy of the findings 2 What does the researcher bring to study in terms of qualifications, experience, and perspective 3 What paradigm orientation and assumptions ground the study

Principles of Analysing Qualitative Data 1 Proceed systematically and rigorously (minimise human error) 2 Record process, memos, journals, etc. 3 Focus on responding to research questions 4 Appropriate level of interpretation appropriate for situation 5 Time (process of inquiry and analysis are often simultaneous) 6 Seek to explain or enlighten 7 Evolutionary/emerging

Qualitative Research: Common Features of Analytic Methods (Miles & Huberman, 1994) 1 Affixing codes to a set of field notes drawn from data collection 2 Noting reflections or other remarks in margin 3 Sorting or shifting through the materials to identify similar phrases, relationships between themes, distinct differences between subgroups and common sequences

Qualitative Research: Common Features of Analytic Methods (Miles & Huberman, 1994) 4 Isolating patterns and processes, commonalties and differences, and taking them out to the filed in the next wave of data collection 5 Gradually elaborating a small set of generalisations that cover the consistencies discerned in the data base 6 Confronting those generalisations with a formalised body of knowledge in the form of constructs or theories

Interface Design and Usability Engineering Goals: Articulate: • who users are • their key tasks Task centered system design Methods: Evaluate Brainstorm designs Psychology of everyday things Participatory design User involvement Usercentered design Representation & metaphors Participatory interaction Task / Cognitive scenario walk-through low fidelity prototyping methods Products: User and task descriptions Throw-away paper prototypes Refined designs Completed designs Graphical screen design Usability Interface testing guidelines Style guides Field testing Heuristic evaluation high fidelity prototyping methods Testable prototypes Alpha/beta systems or complete specification 25

brainstorming the point is: to generate MANY, WIDE-RANGING ideas nutty and absurd are GOOD. go for the extremes (to get out of the rut) riff other’s ideas. the point is NOT: to generate excellent, complete, feasible ideas … pressure stifles to develop or critique ideas … go wide. deep is for later.

process 1. prepare a list of topics / questions ahead of time; or in a preliminary brainstorm 2. facilitator takes team through list of topics switch topic when energy ramps down 3. Note taker takes notes (very important) 4. switch roles so everyone can play 5. ground rules 6. Follow up

brainstorming is like popcorn

ground rules Postpone and withhold your judgment of ideas: never criticize Encourage wild and exaggerated ideas Quantity counts at this stage, not quality Switch topics when the popcorn slows down Build on the ideas put forward by others Every person and every idea has equal worth Elect a facilitator (calls switches) and a notetaker (one thought per post it!)

Form 5 groups assign a facilitator, note taker Problem: How to design the user interface for a car proximity detection system Brainstorm 3 aspects of the problem: (e. g. , physical form factor, safety issues, input techniques, etc. ) go: 5 minutes

follow up collect the notes go through carefully, with judgment turned on look for �interesting, surprising ideas that might work �ideas that will combine well �promising directions on which you should brainstorm more keep your notes. at a later design stage, come back to them and see if anything else has become useful in the meantime.

work consolidation: abstracting specific insights one tool: the affinity diagram can use to “consolidate” insights from collected or generated data. for example: � brainstorming about design problems categories of problems � brainstorming about design ideas categories of ideas � comments from users categories of desirable / successful features

how do you make an affinity diagram? 1. team writes down all data & insights on post-it notes; be sure you can link the post-it detail back to its source! 2. stick one post-it on the wall a whiteboard or big sheet of butcher paper is best 3. arrange the other post-its around it, grouping by affinity to each other. iteration will be required. 4. look at each group and see what it has in common; name and describe each group. 5. “snapshot” the result for documentation 1. digital photo your design website or notebook 2. transfer post-its onto xerox paper, 1 sheet / notes-cluster scan website

why does an affinity diagram work? • use physical arrangement/proximity to understand connections • openness to serendipity • low cost to rearrange ideas • many variants: � arrange along axes rather than by affinity � tie causes to effects � group evidence under assertions

affinity diagram exercise Now take your notes from the earlier brainstorming and create an affinity diagram go: 8 minutes

debrief