Understand this is not a training session in any specific package. There are lots of them out there though, although it would be invidious to recommend one over another. It really does depend on what you want to do.
Background information includes things like project briefs, notes from tutorials, discussions etc. Primary data is interview transcripts, open ended questionnaire responses, field notes etc. Secondary data might be official documents or newspaper articles, and relevant supporting information might be literature, supporting quantitiative evidence, relevant web sites and media coverage. Some of this will need to be managed. (Identify and record documents, (e.g.interview transcripts, images) and tag them with metadata (author, date, location, subjects etc.) Some will need deeper analysis (Searched for themes, codes, processes, contexts that appear in the literature, your theoretical approach to your topic, or emergent themes). A CAQDAS package will help you do both these things, and keep all your data in one place.
Roughly two types. I’m not going to talk much about the first, because that is a rather specialised form of quantitative research, and anyhow the distinction between them is becoming very blurred. Most packages in the second group can now do both things quite well.
A code based theory builder enables you to take any piece of data and give it one or more code. This might be a single word or phrase, or a whole chapter. The idea is to break your data into manageable groups. Characteristically qualitative data is non linear – so you identify themes and mark bits of text with them. (codes). Of course, when you come to write up your work, you’ll want to know what your participants said about themes, so you can search for and print out a report of all the text coded under a theme. More sophisticated packages allow you to identify relationships between codes. You might notice that all your female participants have strong views about a particular theme – so there’s a relationship between gender and whatever that theme is. The software will allow you to make a note of that. Finally you can develop detailed codes – for instance occasions where codes appear in close proximity to each other in the data – is there some significance to that. Well, that’s for you to decide but the software can point it out for you!
This is a very specialist form of analysis, and to be honest, not really my field. I would argue that this is closer to quantitative research, but if your methodology, then these are the features you should be looking for.
Most packages limit the types of data files you can import, or at least, that you can work on. It’s not for example usually a good idea to use Word documents as they are. I convert them to plain text as a rule, but if you really need to keep the formatting, RTF is a better bet. You also have to be prepared to summarise non readable data. You might just type a summary or a few bullet points, but, if you do that, have some sort of box, or file and use some sort of numbering system to make it easy for you to retrieve the original. Now. Most CAQDAS packages offer far more functionality than you will ever need. Do not feel you have to use every feature on the menu. I did use Nvivo, but I suspect I only used about 25% of it’s features. Decide what you want to do. If you just want to code, then you don’t need a complex relationship builder. But do look for a writing tool, which I will come back to later.
maintain a database of your files, either importing them to an internal database or connecting to external files. handle text which means that the format of imported text matters – Usually wise to import text as plain text. Some of the free packages can only do this. Multimedia is usually segmented by
You’re close because it is always easily accessible and in the same place. Many packages allow you to make marginal notes, or open different viewing panes so you can see the data
– you can write memos about why you chose certain codes. (Some packages have a special code book function.) Or about anything else
But be prepared to modify it. If you’re using one of the more sophisticated tools you’ll find that the software takes time to get to know and to match your methodological approaches. one project for each research project (Not one for each respondent, case, etc. The software will manage this for you) The writing tools are really helpful in retaining insights and remind you of small impromptu action plans that might work for you later. There is something to be said for going back to basics. Print out a coded data report and sit down with a highlighter pen to deconstruct it. Print out tables of codes to see if there’s anything missing
Not strictly speaking a CADQAS package. May be useful for those starting out in research