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Research Methods guide, Unit 3, step 10 of 16Guide overviewNext step

Step 10: Analysing Qualitative Data

MatchesQualitative analysis · thematic analysis (Braun and Clarke) · dissertation findings chapter
In 30 seconds
  • Coding means labelling segments of text with short descriptive tags; themes are broader patterns built from related codes.
  • Thematic analysis runs in six phases: familiarise, code, generate themes, review, define and name, write up.
  • Codes can be deductive (from theory, decided in advance) or inductive (emerging from the data); most projects use both.
  • A codebook lists each code with a definition and an example, so coding is consistent.
  • Quality in qualitative work is judged by trustworthiness: credibility, transferability, dependability, confirmability. A second coder and Cohen’s kappa can check consistency.
Video lesson coming soonA short animated lesson for this step will appear here.

From transcripts to findings

Ten 40-minute interviews can produce over 60,000 words of transcript. Qualitative analysis is the systematic process of turning that mass of text into a small number of well-evidenced findings that answer your question. It is not picking a few quotes you like.

Key termsA code is a short label attached to a segment of data that captures what it is about. A theme is a pattern of shared meaning across the data, built from related codes, that tells you something important about the research question.

Thematic analysis in six phases

PhaseWhat you do
1. FamiliariseRead and re-read the transcripts; jot initial ideas
2. Generate codesLabel every relevant segment systematically, across the whole dataset
3. Construct themesGroup related codes into candidate themes
4. Review themesCheck themes against the coded extracts and the whole dataset; merge, split or drop
5. Define and nameWrite a clear definition of each theme and give it an informative name
6. Write upTell the story of each theme with analysis and well-chosen quotations

This six-phase approach is widely associated with Braun and Clarke’s work on thematic analysis, which you should cite if you follow it.

Research Methods Made Simple textbook coverChapter 10 of Research Methods Made Simple covers this in full, coding ten real transcripts from first codes to a finished thematic analysis.Get the textbook · $15

Coding in practice

Worked example

Code this extract from an interview with “Aisha” (pseudonym), a second-year student who works 18 hours a week in a supermarket.

“Honestly, the shifts are what keep me on track. If I know I’m working Thursday night, I do my reading Wednesday. But in exam season it’s chaos, because the manager won’t give me time off and I end up revising on my break.”

Segment 1“the shifts are what keep me on track… I do my reading Wednesday” → code WORK GIVES STRUCTURE
Segment 2“in exam season it’s chaos” → code EXAM-PERIOD PRESSURE
Segment 3“the manager won’t give me time off” → code EMPLOYER INFLEXIBILITY
Segment 4“revising on my break” → code SQUEEZING STUDY INTO GAPS

One short extract carries four codes, and two of them point in opposite directions. That tension is often where the most interesting findings are.

A codebook

CodeDefinitionInclude whenExample
WORK GIVES STRUCTUREWork schedule helps the student plan study timeThe student links shifts to planning or routine“shifts keep me on track”
EMPLOYER INFLEXIBILITYEmployer refuses or limits changes to hoursAny reported refusal of time off or shift swaps“won’t give me time off”

From codes to themes

After coding all ten transcripts, related codes are grouped. For example, EMPLOYER INFLEXIBILITY, SHIFT CLASHES and EXAM-PERIOD PRESSURE might form a theme named “When work and study collide: the exam-season squeeze”, while WORK GIVES STRUCTURE and TIME-MANAGEMENT SKILLS form “Work as scaffolding”. A good theme name says something, rather than just naming a topic (“Employers”).

Checking consistency: a second coder

If a second person codes a sample of segments with your codebook, you can measure agreement. Percentage agreement overstates consistency because some agreement happens by chance; Cohen’s kappa corrects for this.

\[ \kappa = \frac{p_o – p_e}{1 – p_e} \]
Worked example

Two coders judge 50 segments for whether the theme “work as scaffolding” is present. Coder A says present for 20, coder B for 22. Both say present for 17 and both say absent for 25.

Step 1Observed agreement: \( p_o = (17 + 25)/50 = 0.84 \).
Step 2Chance agreement: \( p_e = 0.40 \times 0.44 + 0.60 \times 0.56 = 0.176 + 0.336 = 0.512 \).
Step 3\( \kappa = (0.84 – 0.512)/(1 – 0.512) = 0.672 \).
Step 4About 0.67 is usually read as substantial agreement. Discuss the 8 disagreements and sharpen the code definition.

Trustworthiness

CriterionParallel in quantitative workHow to show it
CredibilityInternal validityMember checking, quotes, deviant cases
TransferabilityExternal validityThick description of the setting and participants
DependabilityReliabilityAn audit trail: codebook, memos, decisions
ConfirmabilityObjectivityReflexive notes; findings grounded in data
In your dissertationFor each theme, give a clear definition, two or three short quotations from different participants, and your analysis of what they show. Include cases that do not fit. A table of themes, sub-themes and the number of participants who expressed each one helps the reader.
Common mistakeLetting quotations speak for themselves. A findings section that is a string of quotes with “as Aisha said” between them is description. After each quote, explain what it shows and how it connects to the theme and the question.
Research Methods Made Simple Practice Questions coverPractise until it sticks: Research Methods Made Simple Practice Questions has 1,004 questions, each with a worked answer.Get the practice book · $9

Practise: 6 questions

Try each one on paper first, then check the worked answer.

EasyQ1. What is the difference between a code and a theme? Show worked answer
A code labels a specific segment of data; a theme is a broader pattern of meaning across the dataset built from several related codes.
EasyQ2. List the six phases of thematic analysis. Show worked answer
Familiarise; generate codes; construct themes; review themes; define and name themes; write up.
MediumQ3. Code: “My job pays my rent, so I can’t cut hours, even though I know my grades have dropped.” Show worked answer
Possible codes: FINANCIAL NECESSITY (“pays my rent”), NO CHOICE OVER HOURS (“can’t cut hours”), PERCEIVED ACADEMIC COST (“grades have dropped”). Other sensible labels are fine if they are defined consistently.
MediumQ4. Two coders agree on 90% of segments, and chance agreement is 0.50. Calculate kappa. Show worked answer
\( \kappa = (0.90 – 0.50)/(1 – 0.50) = 0.80 \): strong agreement.
MediumQ5. Why is “Employers” a weak theme name, and what would be better? Show worked answer
It names a topic, not a finding. Better: “Inflexible employers turn deadlines into crises” or “Understanding managers as a hidden study resource”, depending on what the data show.
ExamQ6. Explain how a researcher can make a thematic analysis trustworthy. [6] Show worked answer
Credibility: use quotations from several participants and report cases that do not fit [1]; member checking [1]. Dependability: keep an audit trail of the codebook and decisions [1]; use a second coder and report agreement such as kappa [1]. Confirmability: keep reflexive notes on the researcher’s influence [1]. Transferability: give thick description of the setting and participants [1].

Check yourself

1. Codes decided in advance from theory are

Inductive codes emerge from the data; in vivo codes use participants’ own words.

2. Cohen’s kappa improves on percentage agreement by

It subtracts the agreement expected by chance.

3. An audit trail mainly supports

A record of decisions shows the analysis was consistent and traceable.

Your score: 0 out of 3

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The short version

  • Code systematically, build themes from codes, then review, define and name them.
  • Keep a codebook; check consistency with a second coder and kappa.
  • Judge quality by credibility, transferability, dependability and confirmability.
  • Analyse every quotation; never let quotes stand alone.

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Interview and Thematic Analysis Kit · $5
Interview guide, coding frame and a worked thematic analysis. Free sample on the product page. Or get all 7 research kits for $19.
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Next: step 11 of 16Describing and Visualising Data