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Expand Up @@ -20,18 +20,18 @@ Related DCN Primers:

| Topic | Description |
| :------------- | :------------- |
| What is qualitative data? | Qualitative data can be wide-ranging, from the more traditional surveys and interviews, to photos and other images, to social media posts (Flick, 2014). The goal of analyzing qualitative data is to explore the experiences, interactions, and related materials to trace the relationships and help describe the phenomena being studied (Flick,2018). |
| What is qualitative data? | Qualitative data can be wide-ranging, from the more traditional surveys and interviews, to photos and other images, to social media posts (Flick, 2014). The goal of analyzing qualitative data is to explore the experiences, interactions, and related materials to trace the relationships and help describe the phenomena being studied (Flick, 2018). |
| Structure | Projects are often exported as packages of files to be loaded into other qualitative data software. |
| Primary fields or areas of use | Qualitative data is used by many different disciplines for a wide-variety of reasons, ranging from literature review to analyzing themes in interviews, datasets, images, and audiovisual materials. Common disciplines tend to be the social sciences, but many different fields could use these tools for qualitative or mixed methods research. <br> <ul><li> Humanities </li> <li> Social Sciences: Political Science, Sociology </li> <li> Health Sciences: Public Health, Nursing, Health Services </li> <li> Qualitative or mixed-method researchers </li></ul> |
| Source and affiliation | There are open-source and proprietary software options. <br> Proprietary: Nvivo (software) <br> ATLAS.ti (software) <br> Dedoose (browser based) <br> Open Source: <br> [qcoder](https://github.com/ropenscilabs/qcoder) (an R library for qualitative analysis of text) <br> [RQDA](http://rqda.r-forge.r-project.org/) (an R package for qualitative analysis of plain text) <br> [Taguette](https://www.taguette.org/) (open source qualitative analysis program that works on Windows, Mac, and Linux computers, as well as in-browser) |
| Software exchange standards | The REFI-QDA Standard : <https://www.qdasoftware.org/> QuDEX - The Qualitative Data Exchange Schema (QuDEx). [Used by UK Data Archive](https://www.data-archive.ac.uk/sharing-best-practice/metadata-and-data-discovery/metadata-standards/) DDI Standard: [pdf](https://ddialliance.org/sites/default/files/AQualitativeDataModelForDDI.pdf)<sup>1</sup> |
| Software exchange standards | The REFI-QDA Standard : <https://www.qdasoftware.org/> QuDEX - The Qualitative Data Exchange Schema (QuDEx). [Used by UK Data Archive](https://www.data-archive.ac.uk/sharing-best-practice/metadata-and-data-discovery/metadata-standards/) DDI Standard: [pdf](https://ddialliance.org/sites/default/files/AQualitativeDataModelForDDI.pdf)[^1] |
| Key questions for curation review | <ul><li> What is the minimal level of documentation (e.g., codebook, node structure, etc.) required to accept this deposit in your repository? </li> <li> Which software was used? Which version of the software? Has this been recorded in the readme? </li> <li> Has the file been exported in a proprietary format or open source (e.g., in ATLAS.ti, one can export as an atlproj or an open source qualitative data format)? </li> <li> Which types of source formats were used for analysis (e.g., text, image, A/V, etc.)? </li> <li> Are there any potentially sensitive or protected data, including personally identifiable information? </li> <li> If the data have been anonymized, is there a record of what has been redacted or changed? </li> <li> Does the project include associated information, including codebook(s)? </li> <li> What contextual information about the coding and analytical process is crucial for the evaluation and interpretation of the published findings? </li></ul> |
| Tools for curation review | Original software used to create the project, spreadsheet or text editor. |
| Date Created | October 2020 |
| Created by | Diana Castillo, Heather Coates, Mikala Narlock |
| Date updated and summary of changes made | |

<p id="note1"><sup>1</sup> ATLAS.ti primer </p>
[^1]: ATLAS.ti primer

# Table of Contents

Expand Down Expand Up @@ -118,9 +118,9 @@ Although there are benefits to sharing qualitative data through depositing it, t

# Reproducibility, transparency, and maximizing reuse

Criticisms of qualitative research have generally misunderstood the fundamental differences in philosophy, paradigm, and methods between quantitative and qualitative research. Creswell (2007) proposes that the ultimate goal of qualitative research is understanding (rather than producing generalizable knowledge). The ways in which the validity of qualitative research is evaluated depends on the role and perspective of the reader, participant, researcher, and other stakeholders. Rather than being judged by generalizable criteria, qualitative research is conducted with the assumption that the findings will be valid in some cases and less so in others. According to Lincoln & Guba (1985), the terminology used to describe validity for quantitative research should not be applied to the naturalistic approach taken in qualitative studies. Instead, they propose the use of terms such as credibility, authenticity, transferability, dependability, and confirmability. A more recent list comes from a synthesis of validation approaches by Whittemore, Chase, and Mandle (2001), who found four primary criteria: credibility, criticality, authenticity, and integrity. Creswell (2007) describes eight strategies for supporting validation as a process: prolonged engagement and persistent observation in the field; triangulation (of data sources, methods, investigators, and theories); peer review or debriefing for an external check; negative case analysis; clarifying researcher bias from project inception; member checking; rich, thick description to allow readers to make decisions about transferability; and external audits. He recommends that qualitative researchers use at least two of these strategies in any given study.
Criticisms of qualitative research have generally misunderstood the fundamental differences in philosophy, paradigm, and methods between quantitative and qualitative research. Creswell (2007) proposes that the ultimate goal of qualitative research is understanding (rather than producing generalizable knowledge). The ways in which the validity of qualitative research is evaluated depends on the role and perspective of the reader, participant, researcher, and other stakeholders. Rather than being judged by generalizable criteria, qualitative research is conducted with the assumption that the findings will be valid in some cases and less so in others. According to Lincoln and Guba (1985), the terminology used to describe validity for quantitative research should not be applied to the naturalistic approach taken in qualitative studies. Instead, they propose the use of terms such as credibility, authenticity, transferability, dependability, and confirmability. A more recent list comes from a synthesis of validation approaches by Whittemore, Chase, and Mandle (2001), who found four primary criteria: credibility, criticality, authenticity, and integrity. Creswell (2007) describes eight strategies for supporting validation as a process: prolonged engagement and persistent observation in the field; triangulation (of data sources, methods, investigators, and theories); peer review or debriefing for an external check; negative case analysis; clarifying researcher bias from project inception; member checking; rich, thick description to allow readers to make decisions about transferability; and external audits. He recommends that qualitative researchers use at least two of these strategies in any given study.

The concept of reproducibility is based on a positivistic approach to research. It is defined as the ability to produce the same results when given the same data and methods. Replicability is a related concept which focuses on obtaining the same results when applying the same methods to a different sample or dataset. In contrast to quantitative research, rigor in qualitative research is based on transparency, credibility, reliability, comparability, and reflexivity (Saumure & Given, 2008). The validity, or credibility, of a qualitative study depends upon the selection of methods suitable for the research question, rigorous methods for gathering and analyzing multiple sources of high-quality data, and the researchers self-awareness of their assumptions, biases, and influence upon the study (Patton, 1999). Reliability in a study suggests that similar results would be obtained using similar participants and research methods. For a study to be comparable, researchers need to ensure that all voices in that study are represented. Reflexivity describes the work of the researcher to identify and report how they may have influenced the results. Transparency is an overarching issue in qualitative research. Saumure & Given (2008) describe it as “clarity in describing the research process”, while Hiles (2008) takes a more expansive view. However, both emphasize the importance of transparency with respect to the process, rather than the findings. Transparency requires researchers to provide a comprehensive description of their process, or an audit trail, that allows for evaluation of the suitability of the method for the research question and replication by others.
The concept of reproducibility is based on a positivistic approach to research. It is defined as the ability to produce the same results when given the same data and methods. Replicability is a related concept which focuses on obtaining the same results when applying the same methods to a different sample or dataset. In contrast to quantitative research, rigor in qualitative research is based on transparency, credibility, reliability, comparability, and reflexivity (Saumure & Given, 2008). The validity, or credibility, of a qualitative study depends upon the selection of methods suitable for the research question, rigorous methods for gathering and analyzing multiple sources of high-quality data, and the researchers self-awareness of their assumptions, biases, and influence upon the study (Patton, 1999). Reliability in a study suggests that similar results would be obtained using similar participants and research methods. For a study to be comparable, researchers need to ensure that all voices in that study are represented. Reflexivity describes the work of the researcher to identify and report how they may have influenced the results. Transparency is an overarching issue in qualitative research. Saumure and Given (2008) describe it as “clarity in describing the research process”, while Hiles (2008) takes a more expansive view. However, both emphasize the importance of transparency with respect to the process, rather than the findings. Transparency requires researchers to provide a comprehensive description of their process, or an audit trail, that allows for evaluation of the suitability of the method for the research question and replication by others.

Characteristics of qualitative research include a natural setting, the researcher as a key instrument, multiple sources of data, inductive data analysis, consideration of participant meaning, emergent design, a theoretical lens, use of interpretive inquiry, and a holistic account. In particular, curators should keep in mind that the design of qualitative research is emergent, rather than strictly defined to test a priori hypotheses. As such, documentation of the design is crucial for those who want to evaluate or extend the research, or reuse the data.

Expand All @@ -133,7 +133,7 @@ Research transparency has three dimensions: data, analytic, and production trans
- Analytic transparency requires providing clear guidelines on how the data were analyzed.
- Production transparency necessitates access to the methods by which particular bodies of cited evidence, arguments, and methods were selected.

When describing the data, analysis, and project, it is important to have robust description that covers the following<sup>2</sup>:
When describing the data, analysis, and project, it is important to have robust description that covers the following[^2]:

- Data level transparency descriptive information should include:
- Metadata schema applicable/used in this dataset
Expand Down Expand Up @@ -171,7 +171,7 @@ When describing the data, analysis, and project, it is important to have robust
- https://data.research.cornell.edu/content/readme
- https://dataworks.iupui.edu/themes/DataWorks/txt/IUPUI-DataWorks_ReadmeTemplate.txt

<p id="note1"><sup>2</sup> This information can be stored in a readme or a related publication; however, ensure there are sufficient connections between the two. </p>
[^2]: This information can be stored in a readme or a related publication; however, ensure there are sufficient connections between the two.

# Example qualitative datasets and sample citations

Expand Down Expand Up @@ -263,8 +263,6 @@ Use this guide along with other primers, such as the Human Subjects Data Essenti

# Bibliography

About the Qualitative Data Repository | Qualitative Data Repository. (n.d.). Retrieved March 24, 2020, from https://qdr.syr.edu/about

Corti, L. (2018, July 5). Show me the data: Research reproducibility for qualitative methods. NCRM Research Methods Festival, University of Bath.

Creswell, J. W. (2007). Qualitative inquiry & research design: Choosing among five approaches (2nd Edition). Sage Publications.
Expand All @@ -283,6 +281,8 @@ Lincoln, Y. S. & Guba, E. G. (1985). Naturalistic inquiry. Beverly Hills, CA: Sa

OpenAIRE: How to select a data repository? https://www.openaire.eu/opendatapilot-repository-guide Patton, M. Q. (1999). Enhancing the quality and credibility of qualitative analysis. Health Services Research, 34(5 Pt 2), 1189–1208.

Qualitative Data Repository. (n.d.). About the Qualitative Data Repository. Retrieved March 24, 2020, from https://qdr.syr.edu/about

Saumure, K. & Given. L. M. (2008). Rigor in Qualitative Research. In The Sage encyclopedia of qualitative research methods. Sage. https://dx-doi-org.proxy.ulib.uits.iu.edu/10.4135/9781412963909.n409


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