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The Coding Manual for Qualitative Researchers PDF

369 Pages·2015·4.049 MB·English
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The Coding Manual for Qualitative Researchers 00_Saldana_Prelims.indd 1 16-Oct-15 3:31:49 PM The Coding Manual for Qualitative Researchers 3E SAGE was founded in 1965 by Sara Miller McCune to support the dissemination of usable knowledge by publishing innovative and high-quality research and teaching content. Today, we publish more than 850 journals, including those of more than Johnny 300 learned societies, more than 800 new books per year, and a growing range of library products including archives, data, case studies, reports, and video. SAGE remains majority-owned by our founder, and after Sara’s lifetime will become owned by Saldaña a charitable trust that secures our continued independence. Los Angeles | London | New Delhi | Singapore | Washington DC 00_Saldana_Prelims.indd 2 16-Oct-15 3:31:49 PM The Coding Manual for Qualitative Researchers 3E SAGE was founded in 1965 by Sara Miller McCune to support the dissemination of usable knowledge by publishing innovative and high-quality research and teaching content. Today, we publish more than 850 journals, including those of more than Johnny 300 learned societies, more than 800 new books per year, and a growing range of library products including archives, data, case studies, reports, and video. SAGE remains majority-owned by our founder, and after Sara’s lifetime will become owned by Saldaña a charitable trust that secures our continued independence. Los Angeles | London | New Delhi | Singapore | Washington DC 00_Saldana_Prelims.indd 3 16-Oct-15 3:31:50 PM SAGE Publications Ltd  Johnny Saldaña 2016 1 Oliver’s Yard 55 City Road First edition published 2009, reprinted 2010 (twice), 2011 London EC1Y 1SP (four times), 2012 (twice). Second edition published 2013, reprinted 2013, 2014. SAGE Publications Inc. 2455 Teller Road Apart from any fair dealing for the purposes of research or Thousand Oaks, California 91320 private study, or criticism or review, as permitted under the Copyright, Designs and Patents Act, 1988, this publication SAGE Publications India Pvt Ltd may be reproduced, stored or transmitted in any form, or by B 1/I 1 Mohan Cooperative Industrial Area any means, only with the prior permission in writing of the Mathura Road publishers, or in the case of reprographic reproduction, in New Delhi 110 044 accordance with the terms of licences issued by the Copyright Licensing Agency. Enquiries concerning SAGE Publications Asia-Pacific Pte Ltd reproduction outside those terms should be sent to the 3 Church Street publishers. #10-04 Samsung Hub Singapore 049483 Editor: Jai Seaman Assistant editor: James Piper Library of Congress Control Number: 2015938391 Production editor: Ian Antcliff Copyeditor: Richard Leigh British Library Cataloguing in Publication data Proofreader: Thea Watson Marketing manager: Sally Ransom A catalogue record for this book is available from Cover design: Shaun Mercier the British Library Typeset by: C&M Digitals (P) Ltd, Chennai, India Printed and bound in Great Britain by Ashford Colour Press Ltd ISBN 978-1-4739-0248-0 ISBN 978-1-4739-0249-7 (pbk) At SAGE we take sustainability seriously. Most of our products are printed in the UK using FSC papers and boards. When we print overseas we ensure sustainable papers are used as measured by the Egmont grading system. We undertake an annual audit to monitor our sustainability. 00_Saldana_Prelims.indd 4 16-Oct-15 3:31:50 PM Abbreviated Contents How to Use the Companion Website xiii About the Author xv Preface to the Third Edition xvii Acknowledgements xix 1 An Introduction to Codes and Coding 1 2 Writing Analytic Memos about Narrative and Visual Data 43 3 First Cycle Coding Methods 67 4 After First Cycle Coding 211 5 Second Cycle Coding Methods 233 6 After Second Cycle Coding 273 Appendix A A Glossary of Coding Methods 291 Appendix B A Glossary of Analytic Recommendations 299 Appendix C F ield Note, Interview Transcript, and Document Samples for Coding 305 Appendix D Exercises and Activities for Coding and Qualitative Data Analytic Skill Development 311 References 315 Index 333 00_Saldana_Prelims.indd 5 16-Oct-15 3:31:50 PM 00_Saldana_Prelims.indd 6 16-Oct-15 3:31:50 PM Contents How to Use the Companion Website xiii About the Author xv Preface to the Third Edition xvii Acknowledgements xix 1 An Introduction to Codes and Coding 1 Chapter Summary 1 Purposes of the Manual 2 What Is a Code? 4 Coding examples 4 Coding for patterns 5 Coding lenses, filters, and angles 7 Coding as a heuristic 9 Codifying and Categorizing 9 From codes to categories 10 Recoding and recategorizing 11 From codes and categories to theory 14 The differences between codes and themes 15 What Gets Coded? 16 Units of social organization 16 The coded researcher 17 Amounts of data to code 17 Coding Techniques 18 Data layout 18 Pre-coding 20 Preliminary jottings 21 Questions to consider as you code 22 Coding contrasting data 23 The Numbers of Codes 23 “Lumping” and “splitting” the data 23 The quantities of qualities 25 “Quantitizing” the qualitative 25 The codebook or code list 27 00_Saldana_Prelims.indd 7 16-Oct-15 3:31:50 PM viii Contents Manual and CAQDAS Coding 28 Coding manually 29 Coding electronically 30 Data formatting for CAQDAS 32 Coding capabilities with CAQDAS 33 Searches and queries with CAQDAS 34 Solo and Team Coding 36 Coding collaboratively 36 Coding solo 37 Necessary Personal Attributes for Coding 38 On Method 39 Critiques against coding 40 Coding as craft 42 2 Writing Analytic Memos about Narrative and Visual Data 43 Chapter Summary 43 The Purposes of Analytic Memo Writing 44 What Is an Analytic Memo? 44 Examples of Analytic Memos 45 Reflection and refraction 53 Coding and Categorizing Analytic Memos 54 Analytic memos generate codes and categories 54 Grounded Theory and its Coding Canon 55 Analyzing Visual Data 57 Photographs 57 Documents and artifacts 61 Live and video-recorded action 62 Recommended guidance 64 3 First Cycle Coding Methods 67 Chapter Summary 67 The Coding Cycles 68 Selecting the Appropriate Coding Method(s) 69 Various perspectives on coding decisions 69 Research question alignment 70 Paradigmatic, conceptual, and methodological considerations 71 Coding and a priori goals 71 Coding in mixed methods studies 72 Exploratory coding 73 “Generic” coding methods 73 New and hybrid coding schemes 74 General criteria for coding decisions 74 On overwhelming fear 76 00_Saldana_Prelims.indd 8 16-Oct-15 3:31:50 PM Contents ix Two Common Coding Errors 76 Overview of First Cycle Coding Methods 80 The Coding Methods Profiles 80 Sources 80 Description 81 Applications 81 Example 81 Analysis 82 Notes 82 Grammatical Methods 82 Attribute Coding 83 Magnitude Coding 86 Subcoding 91 Simultaneous Coding 94 Elemental Methods 97 Structural Coding 98 Descriptive Coding 102 In Vivo Coding 105 Process Coding 110 Initial Coding 115 Concept Coding 119 Affective Methods 124 Emotion Coding 124 Values Coding 131 Versus Coding 136 Evaluation Coding 140 Literary and Language Methods 145 Dramaturgical Coding 145 Motif Coding 150 Narrative Coding 154 Verbal Exchange Coding 159 Exploratory Methods 165 Holistic Coding 166 Provisional Coding 168 Hypothesis Coding 170 Procedural Methods 174 Protocol Coding 174 OCM (Outline of Cultural Materials) Coding 178 Domain and Taxonomic Coding 181 Causation Coding 186 Themeing the Data 198 Metasummary and metasynthesis 204 Forms for Additional First Cycle Coding Methods 206 00_Saldana_Prelims.indd 9 16-Oct-15 3:31:50 PM

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