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Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
        2nd Computer-aided Qualitative
Research 2011 Pre-conference Workshop

                                                                                  Dr. Elson Szeto
                                                 The Hong Kong Institute of Education

                                                                                           24 February 2011

Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                               No part of this slide presentation may be used or reproduced in any manner whatsoever
            without written permission except in the case of brief quotations embodied in critical articles and reviews.
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
Understandings of the CAQDAS workflow
Enhancement of handling collected
qualitative data with the use of
the CAQDAS
Better consideration of choosing
the CAQDAS
Making informed choice of CAQDA
in processes of qualitative analysis


                                        2
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
Comparison of the CAQDAS: ATLAS.ti 6
and NVivo 8 workflow
 Differences and similarities
A case study
 Lesson learned
Better consideration
 Methodological utility
 Practical usability
Making the informed choice
 Researchers’ recommendations
 3 simple rules
                                       3
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                  ATLAS.ti 6               NVivo 8 -> 9

Environment   Hermeneutic Unit (HU)           Project

Data format

Management

Exploration
                    To be demonstrated in the workshop
Reflection

Analysis

Report




                                                          4
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                      5
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                      6
           Text: MS Word, RTF, TXT, PDF...

           Video: AVI, WMV, MPEG I…

           Web page: External links…
           Image: JPG, PNG...

           Audio: WAV, MP3…
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                                                                          7
                                                                                                            Various types of data formats imported into ATLAS.ti opened
                                                                                                                           one-after-one in a single window.
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                                                                 8
                                                                                                            Various types of data formats imported into NVivo.
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
ATLAS.ti          NVivo
 PDs               Internals/
 Free Codes        Externals
 Families          Free Nodes
 Super Families    Tree Nodes
 Relationships     Cases/Casebook
 Survey            Relationships
 Networks…         Matrices
                   Model



                                    9
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                      10
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                      11
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                      12
           document links…
           See also links
           Annotations

           Hyperlinks
           Memos
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                      13
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                      14
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
ATLAS.ti
 Report outputs of PDs, Code Families, Coding,
 Quotations or Memos etc.
 RTF or TXT formats
 Network views in BMP or EWM formats
NVivo
 Reports of Project, Source, Node, Relation,
 Attribute and Coding summaries
 Word, RTF, Excel, PDF, HTML formats
 Individual document sources can be output in
 Word, RTF, Excel, PDF, HTML
 Media data must be in HTML format

                                                 15
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                      16
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                      17
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                  ATLAS.ti 6                  NVivo 8 -> 9

Environment   Hermeneutic Unit (HU)               Project

Data format

Management

Exploration
                                 So…?
Reflection            (to be continued in the workshop)

Analysis

Report




                                                             18
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
Adapting CAQDAS in a qualitative research study
Methodology – evolving alongside the study
P.1 - Position: insider
P2 - Lens: social constructionism
P3 - Design: a mixture of ethnography, participatory
      observation and grounded theory
P4 – Evidence: interview transcripts, field notes;
      visual artefacts; documents

P4+ - CAQDAS adaptation: Led by grounded theory
      in the process of analysis in ATLAS.ti 5

P5 – Report: A curriculum framework of a discipline
                                                      19
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
Source: Hutchison, Andrew John , Johnston, Lynne Halley and Breckon, Jeff David(2010) 'Using QSR-NVivo to
       facilitate the development of a grounded theory project: an account of a worked example', International
       Journal of Social Research Methodology, 13: 4, 283 — 302.
                                                                                                             20
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
  ‘...Actually, from a programmers stance, Glaser was very
  positivistic about grounded theory work...’

  ‘…Strauss was more post-positivistic…’



                   …and what else…?
                       (to be continued in the workshop)




* Source: A working paper of Szeto

                                                             21
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
   ‘…Explore, examine and interpret understandings and
   meanings embedded in collected data…’

   ‘…A flexible research methodology, method or device
   utilitised by researchers for a variety of research studies…’

   ‘…Interpretations grounded in data…’

   ‘…Generate theories or conceptual model/framework to
   understand the field being investigated…’


* Szeto, E. (2010), ‘Framing an integrated framework of design curriculum in higher education:
    understandings, meanings and interpretations’, Art, Design & Communication in Higher Education
    9: 1, pp. 75–93, doi: 10.1386/adch.9.1.75_1




                                                                                                     22
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
  ‘...Positivistic logic and computer coding logic are very
  similar..’
  ‘…the GUI (Graphical User Interface) and how flexible it
  is…are extremely important distinctions…’



                    …and what else…?
                       (to be continued in the workshop)




* Source: A working paper of Szeto

                                                              23
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                      24
                                    make their informed choice of CAQDAS
                                      How do qualitative researchers

                                         for their research studies?
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
Qualitative research as process   (Denzin & Lincoln, 2000; 2005)


  Phase 1: The researcher as multicultural subjects
           [Researchers’ position]
  Phase 2: Theoretical paradigms and perspectives
           [Researchers’ lens]
  Phase 3: Research strategies (her/his design)
  Phase 4: Methods of collection and analysis
           [Researchers’ evidences]
  [Phase 4+: CAQDAS in processes of analysis
           i.e. CAQDAS adaptation]
  Phase 5: The art, practices, and politics of
           interpretation and presentation
           [Researchers’ reporting]
                                                               25
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                                                                                                                                                                               26
                                                                                                          Diagram 2: CAQDAS in processes of analysis (an example of NVivo 8)
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
                          ATLAS.ti             NVivo

Methodological logic



CAQDAS programming
logic

                        To be discussed in the workshop…
CAQDAS graphical
user interface (GUI)



Personal reflections
on the use of the two
CAQDAS


                                                           27
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
Weitzman (2000) suggested 6 key
considerations:

 What kind of computer user am I?
 Am I choosing for one project or for the next few
 years?
 What kind of project(s) and database(s) will I be
 working on?
 What kinds of analyses am I planning to do?
 How important is it to you to maintain a sense of
 “closeness” to your data?
  What are your financial constraints when buying
 software and the hardware it needs to run on?
                                                     28
Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
Ezzy’s (2002) notion of making choice
of CAQDAS:

 ‘[q]ualitative data analysis cannot be done by a
 computer. CAQDA software only facilitates the
 analysis’ (p.111).
 Research methods adopted for research studies
 Types of data collected from field works




                                                    29
Presented at the Asia-Pacific conference on




                                                           Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved.
    Computer-Aided Qualitative Research
        24 & 25 Feb 2011, Macau SAR




For more information about our upcoming conferences
        Please visit: http://www.merlien.org




                                                      30

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Comparing atlasti and nvivo methodological utility and practical usability

  • 1. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 2nd Computer-aided Qualitative Research 2011 Pre-conference Workshop Dr. Elson Szeto The Hong Kong Institute of Education 24 February 2011 Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. No part of this slide presentation may be used or reproduced in any manner whatsoever without written permission except in the case of brief quotations embodied in critical articles and reviews.
  • 2. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. Understandings of the CAQDAS workflow Enhancement of handling collected qualitative data with the use of the CAQDAS Better consideration of choosing the CAQDAS Making informed choice of CAQDA in processes of qualitative analysis 2
  • 3. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. Comparison of the CAQDAS: ATLAS.ti 6 and NVivo 8 workflow Differences and similarities A case study Lesson learned Better consideration Methodological utility Practical usability Making the informed choice Researchers’ recommendations 3 simple rules 3
  • 4. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. ATLAS.ti 6 NVivo 8 -> 9 Environment Hermeneutic Unit (HU) Project Data format Management Exploration To be demonstrated in the workshop Reflection Analysis Report 4
  • 5. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 5
  • 6. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 6 Text: MS Word, RTF, TXT, PDF... Video: AVI, WMV, MPEG I… Web page: External links… Image: JPG, PNG... Audio: WAV, MP3…
  • 7. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 7 Various types of data formats imported into ATLAS.ti opened one-after-one in a single window.
  • 8. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 8 Various types of data formats imported into NVivo.
  • 9. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. ATLAS.ti NVivo PDs Internals/ Free Codes Externals Families Free Nodes Super Families Tree Nodes Relationships Cases/Casebook Survey Relationships Networks… Matrices Model 9
  • 10. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 10
  • 11. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 11
  • 12. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 12 document links… See also links Annotations Hyperlinks Memos
  • 13. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 13
  • 14. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 14
  • 15. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. ATLAS.ti Report outputs of PDs, Code Families, Coding, Quotations or Memos etc. RTF or TXT formats Network views in BMP or EWM formats NVivo Reports of Project, Source, Node, Relation, Attribute and Coding summaries Word, RTF, Excel, PDF, HTML formats Individual document sources can be output in Word, RTF, Excel, PDF, HTML Media data must be in HTML format 15
  • 16. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 16
  • 17. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 17
  • 18. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. ATLAS.ti 6 NVivo 8 -> 9 Environment Hermeneutic Unit (HU) Project Data format Management Exploration So…? Reflection (to be continued in the workshop) Analysis Report 18
  • 19. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. Adapting CAQDAS in a qualitative research study Methodology – evolving alongside the study P.1 - Position: insider P2 - Lens: social constructionism P3 - Design: a mixture of ethnography, participatory observation and grounded theory P4 – Evidence: interview transcripts, field notes; visual artefacts; documents P4+ - CAQDAS adaptation: Led by grounded theory in the process of analysis in ATLAS.ti 5 P5 – Report: A curriculum framework of a discipline 19
  • 20. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. Source: Hutchison, Andrew John , Johnston, Lynne Halley and Breckon, Jeff David(2010) 'Using QSR-NVivo to facilitate the development of a grounded theory project: an account of a worked example', International Journal of Social Research Methodology, 13: 4, 283 — 302. 20
  • 21. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. ‘...Actually, from a programmers stance, Glaser was very positivistic about grounded theory work...’ ‘…Strauss was more post-positivistic…’ …and what else…? (to be continued in the workshop) * Source: A working paper of Szeto 21
  • 22. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. ‘…Explore, examine and interpret understandings and meanings embedded in collected data…’ ‘…A flexible research methodology, method or device utilitised by researchers for a variety of research studies…’ ‘…Interpretations grounded in data…’ ‘…Generate theories or conceptual model/framework to understand the field being investigated…’ * Szeto, E. (2010), ‘Framing an integrated framework of design curriculum in higher education: understandings, meanings and interpretations’, Art, Design & Communication in Higher Education 9: 1, pp. 75–93, doi: 10.1386/adch.9.1.75_1 22
  • 23. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. ‘...Positivistic logic and computer coding logic are very similar..’ ‘…the GUI (Graphical User Interface) and how flexible it is…are extremely important distinctions…’ …and what else…? (to be continued in the workshop) * Source: A working paper of Szeto 23
  • 24. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 24 make their informed choice of CAQDAS How do qualitative researchers for their research studies?
  • 25. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. Qualitative research as process (Denzin & Lincoln, 2000; 2005) Phase 1: The researcher as multicultural subjects [Researchers’ position] Phase 2: Theoretical paradigms and perspectives [Researchers’ lens] Phase 3: Research strategies (her/his design) Phase 4: Methods of collection and analysis [Researchers’ evidences] [Phase 4+: CAQDAS in processes of analysis i.e. CAQDAS adaptation] Phase 5: The art, practices, and politics of interpretation and presentation [Researchers’ reporting] 25
  • 26. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. 26 Diagram 2: CAQDAS in processes of analysis (an example of NVivo 8)
  • 27. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. ATLAS.ti NVivo Methodological logic CAQDAS programming logic To be discussed in the workshop… CAQDAS graphical user interface (GUI) Personal reflections on the use of the two CAQDAS 27
  • 28. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. Weitzman (2000) suggested 6 key considerations: What kind of computer user am I? Am I choosing for one project or for the next few years? What kind of project(s) and database(s) will I be working on? What kinds of analyses am I planning to do? How important is it to you to maintain a sense of “closeness” to your data? What are your financial constraints when buying software and the hardware it needs to run on? 28
  • 29. Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. Ezzy’s (2002) notion of making choice of CAQDAS: ‘[q]ualitative data analysis cannot be done by a computer. CAQDA software only facilitates the analysis’ (p.111). Research methods adopted for research studies Types of data collected from field works 29
  • 30. Presented at the Asia-Pacific conference on Comparing ATLAS.ti and NVivo: Methodological utility and practical usability. © 2011 by Elson Szeto. All rights reserved. Computer-Aided Qualitative Research 24 & 25 Feb 2011, Macau SAR For more information about our upcoming conferences Please visit: http://www.merlien.org 30