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essential-guide-to-qualitative-in-organizational-research

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–––––––––––––––––––––––––––––––––––––––––––––––––– USING TEMPLATES –––––––––– 263subsequently decided that it would be clearer if this second-level code was removed, and allthe <strong>in</strong>dividual fac<strong>to</strong>rs which had comprised it (<strong>in</strong>clud<strong>in</strong>g ‘Communication . . .’) were placedas third-level codes under each of the <strong>in</strong>dividual services identified. Later <strong>in</strong> the analysis, thehigher-order classification of ‘Communication . . .’ was then changed aga<strong>in</strong>, as a second-levelcode under the newly-def<strong>in</strong>ed level-one code; ‘Inter-agency issues’. It was also redef<strong>in</strong>ed asreferr<strong>in</strong>g <strong>to</strong> all k<strong>in</strong>ds of communication issues, and not just ‘difficulties’:What was good about the cl<strong>in</strong>ical psychologist is that you could grab her and say ‘I’vegot this lady, or gentleman, this situation, which direction do you th<strong>in</strong>k I should be go<strong>in</strong>gand is it worthwhile you see<strong>in</strong>g them?’ So you could actually relate an actual scenario,and that was very useful.Thus the process of f<strong>in</strong>d<strong>in</strong>g a suitable location <strong>in</strong> the template for this code <strong>in</strong>volved all fourof the types of modification I have identified; the deletion of ‘Fac<strong>to</strong>rs <strong>in</strong>fluenc<strong>in</strong>g service use’,two changes <strong>to</strong> higher-order classification, the <strong>in</strong>sertion of ‘Inter-agency issues’ and a change <strong>in</strong> scopefrom third <strong>to</strong> second level.The ‘f<strong>in</strong>al’ templateOne of the most difficult decisions <strong>to</strong> make when construct<strong>in</strong>g an analytical template is where<strong>to</strong> s<strong>to</strong>p the process of development. It is possible <strong>to</strong> go on modify<strong>in</strong>g and ref<strong>in</strong><strong>in</strong>g def<strong>in</strong>itionsof codes almost ad <strong>in</strong>f<strong>in</strong>itum, but <strong>research</strong> projects <strong>in</strong>evitably face external constra<strong>in</strong>ts whichmean that you do not have unlimited time <strong>to</strong> produce an ‘ideal’ template. The decision aboutwhen a template is ‘good enough’ is always go<strong>in</strong>g <strong>to</strong> be unique <strong>to</strong> a particular project and aparticular <strong>research</strong>er. However, no template can be considered ‘f<strong>in</strong>al’ if there rema<strong>in</strong> anysections of text which are clearly relevant <strong>to</strong> the <strong>research</strong> question, but rema<strong>in</strong> uncoded. Also,as a rough rule of thumb, it is most unlikely that a template could be considered f<strong>in</strong>al if allthe data have not been read through – and the cod<strong>in</strong>g scrut<strong>in</strong>ized – at least twice.Commonly most or all of the texts will have been read through at least three or four timesbefore you beg<strong>in</strong> <strong>to</strong> feel comfortable with the template. It is generally easier <strong>to</strong> make aconfident judgement that the po<strong>in</strong>t has been reached <strong>to</strong> s<strong>to</strong>p the development of the templatewhere two or more <strong>research</strong>ers are collaborat<strong>in</strong>g on the analysis. A solo <strong>research</strong>er might useone or more outside experts <strong>to</strong> help determ<strong>in</strong>e whether the template is sufficiently clear andcomprehensive <strong>to</strong> call a halt <strong>to</strong> modifications.Figure 21.2 shows the ‘f<strong>in</strong>al’ template from the ‘Manag<strong>in</strong>g mental health’ study.Us<strong>in</strong>g software <strong>in</strong> template analysisRecent years have seen major developments <strong>in</strong> <strong>qualitative</strong> <strong>research</strong> software, both <strong>in</strong> terms ofthe range of products available and their power and utility. Amongst the best known areNUD*IST and NVivo, both produced by QSR, and Atlas TI. Although the facilities offeredby such programs vary, they generally enable the <strong>research</strong>er <strong>to</strong> <strong>in</strong>dex segments of text <strong>to</strong>particular themes, <strong>to</strong> l<strong>in</strong>k <strong>research</strong> notes <strong>to</strong> cod<strong>in</strong>g, and <strong>to</strong> carry out complex search andretrieve operations. NVivo also has powerful <strong>to</strong>ols <strong>to</strong> aid the <strong>research</strong>er <strong>in</strong> exam<strong>in</strong><strong>in</strong>g possiblerelationships amongst themes (see Gibbs, 2002, for a detailed account of the use of NVivo).It is, of course, true that software can only aid <strong>in</strong> organiz<strong>in</strong>g and exam<strong>in</strong><strong>in</strong>g the data, andcannot by itself make any k<strong>in</strong>d of judgement; however, computerization enables the <strong>research</strong>er

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