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name
qualitative-research-guide
description
Design and conduct qualitative research using grounded theory and case studies
metadata
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Qualitative Research Guide
A skill for designing and conducting rigorous qualitative research. Covers major qualitative traditions, data collection methods, coding and analysis techniques, and quality criteria for trustworthy qualitative findings.
Major Qualitative Traditions
Choosing an Approach
Approach
Research Question Type
Unit of Analysis
Sample Size
Output
Grounded Theory
How does a process work?
Process/action
20-60
Theory
Phenomenology
What is the lived experience?
Experience
5-25
Essence description
Case Study
How/why does this case work?
Bounded system
1-5 cases
Case description
Ethnography
How does this culture work?
Cultural group
Extended fieldwork
Cultural portrait
Narrative
What is this person's story?
Individual life
1-5
Narrative account
Thematic Analysis
What patterns exist in this data?
Themes across data
Variable
Theme map
Grounded Theory Process
Data Collection (interviews, observations)
|
v
Open Coding: Line-by-line coding of raw data
|
v
Axial Coding: Grouping codes into categories,
identifying relationships
|
v
Selective Coding: Identifying the core category
that integrates all others
|
v
Theoretical Saturation: Stop when new data
no longer generates new codes
|
v
Substantive Theory: A grounded explanation of the phenomenon
Interview Design
Semi-Structured Interview Protocol
defcreate_interview_protocol(research_questions: list[str],
n_questions: int = 10) -> dict:
"""
Generate a semi-structured interview protocol template.
Args:
research_questions: The study's research questions
n_questions: Target number of interview questions
"""
protocol = {
'opening': {
'rapport_building': [
"Thank you for participating. Before we begin, could you ""tell me a little about yourself and your background?",
"How did you first become involved in [topic]?"
],
'time_estimate': '60-90 minutes'
},
'main_questions': [],
'closing': {
'wrap_up': [
"Is there anything else you would like to share that we ""have not covered?",
"Looking back, what stands out most to you about [topic]?",
"Do you have any questions for me?"
]
},
'guidelines': [
'Ask open-ended questions (how, what, tell me about)',
'Avoid leading questions',
'Use probes: "Can you give me an example?"',
'Use follow-ups: "You mentioned X, tell me more about that"',
'Allow silences -- do not rush to fill pauses',
'Record field notes immediately after each interview'
]
}
# Generate question structurefor i, rq inenumerate(research_questions):
protocol['main_questions'].append({
'research_question': rq,
'interview_questions': [
f'Grand tour question for RQ{i+1}',
f'Follow-up probe for RQ{i+1}',
f'Example-seeking probe for RQ{i+1}'
]
})
return protocol
Sampling Strategies
Strategy
Description
When to Use
Purposive
Select information-rich cases
Most qualitative studies
Maximum variation
Select cases that differ on key dimensions
Capture range of experiences
Snowball
Participants refer others
Hard-to-reach populations
Theoretical
Driven by emerging theory
Grounded theory studies
Critical case
Select cases that are pivotal
Testing theoretical propositions
Convenience
Readily available participants
Pilot studies only
Coding and Analysis
Thematic Analysis (Braun & Clarke, 2006)
defthematic_analysis_workflow(transcripts: list[str]) -> dict:
"""
Outline the six phases of reflexive thematic analysis.
"""
phases = {
'phase_1_familiarization': {
'actions': [
'Read and re-read all transcripts',
'Note initial impressions in a research journal',
'Transcribe recordings if not already done'
],
'output': 'Familiarity with data, initial notes'
},
'phase_2_coding': {
'actions': [
'Code every data segment systematically',
'Use open coding (inductive) or deductive codes from framework',
'Code inclusively -- same segment can have multiple codes',
'Maintain a codebook with definitions and examples'
],
'output': 'Coded dataset, codebook'
},
'phase_3_generating_themes': {
'actions': [
'Collate codes into potential themes',
'Create a thematic map showing relationships',
'Distinguish between semantic and latent themes'
],
'output': 'Candidate themes and sub-themes'
},
'phase_4_reviewing_themes': {
'actions': [
'Check themes against coded extracts',
'Check themes against entire dataset',
'Merge, split, or discard themes as needed'
],
'output': 'Refined thematic map'
},
'phase_5_defining_themes': {
'actions': [
'Write a detailed description of each theme',
'Identify the essence of each theme',
'Name themes concisely and informatively'
],
'output': 'Theme definitions and names'
},
'phase_6_writing_up': {
'actions': [
'Weave together analytic narrative and data extracts',
'Select vivid, compelling quotes for each theme',
'Connect themes to research questions and literature'
],
'output': 'Final analysis write-up'
}
}
return {
'phases': phases,
'n_transcripts': len(transcripts),
'estimated_time': f'{len(transcripts) * 4}-{len(transcripts) * 8} hours'
}
Codebook Structure
codebook:-code:"ADAPT"definition:"Participant describes adapting their behavior in response to a challenge"inclusion_criteria:"Explicit mention of changing approach or strategy"exclusion_criteria:"Passive acceptance without behavioral change"example_quote:"I started doing things differently after that..."theme:"Resilience Strategies"-code:"BARR"definition:"Participant identifies a barrier or obstacle"inclusion_criteria:"Something that prevented or hindered progress"exclusion_criteria:"General complaints without specific barrier"example_quote:"The main thing holding me back was..."theme:"Challenges"
Quality Criteria
Trustworthiness (Lincoln & Guba, 1985)
Criterion
Quantitative Equivalent
Strategies
Credibility
Internal validity
Member checking, triangulation, prolonged engagement
Transferability
External validity
Thick description, purposive sampling
Dependability
Reliability
Audit trail, peer debriefing
Confirmability
Objectivity
Reflexivity journal, negative case analysis
Inter-Coder Reliability
For team-based coding, calculate Cohen's kappa or percent agreement on a subset of data (at least 10-20% of the corpus). Aim for kappa > 0.70 before independent coding proceeds.
Follow the COREQ (Consolidated Criteria for Reporting Qualitative Research) checklist: report researcher positionality, sampling strategy, data collection methods, analysis approach, and provide sufficient quotations to evidence each theme.