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CLUSTERING AND CATEGORIZING Analyzing Qualitative Data Søren Knudsen

Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

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Page 1: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

CLUSTERING AND CATEGORIZINGA n a l y z i n g Q u a l i t a t i v e D a t a

Søren Knudsen

Page 2: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

CODE DEVELOPMENT

CODING SORTING SYTHESIZING THEORIZING

Codes Categories Themes Theory

Specific Abstract / General

- adapted from Saldaña, 2013

Page 3: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

CODE DEVELOPMENT

Specific Abstract / General

- adapted from Saldaña, 2013

Categorize codes and build themes from:• The relationship 

between codes• The common 

meaning between codes

• Focused coding• Axial coding• Theoretical coding• Pattern coding• Elaborative coding• Longitudinal 

coding

CODING SORTING SYTHESIZING THEORIZING

Codes Categories Themes Theory

Page 4: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Aim

To be able to say something meaningful on a topic

To understand what you still know little about

To describe in a paper, thesis, presentation, …

Page 5: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Distilling the richness of the data,

Focus,

Relating concepts, ...

Page 6: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Make sense of the coded data

Clustering

Categorizing

Relating codes around a core focus

Page 7: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Example study: Data analysts imagine collaborative analysis on large displays

Page 8: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Wo r k s h o p s t u d y o n l a r g e d i s p l a y s a n d v i zArtistic photography

Knudsen et al., 2012

Page 9: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Excerpt of codes from th is s tudy

Working with, representing and understanding groups or segments in data

Compare two groups [of data]Compare many groups

Confusing

Representations of data Working with multiple different representations of data simultaneously

Bubble plots

Known representation

Novel representation

Persistency

Knudsen et al., 2012

Page 10: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Excerpt of codes from th is s tudy

Working with, representing and understanding groups or segments in data

Compare two groups [of data]Compare many groups

Representations of data Working with multiple different representations of data simultaneously

Bubble plots

Known representation

Novel representation

Persistency

Knudsen et al., 2012

Page 11: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Excerpt of codes from th is s tudy

Working with, representing and understanding groups or segments in data

Compare two groups [of data]Compare many groups

Representations of data Working with multiple different representations of data simultaneously

Bubble plots

Known representation

Novel representation

Persistency

Knudsen et al., 2012

Page 12: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Excerpt of codes from th is s tudy

Working with, representing and understanding groups or segments in data

Compare two groups [of data]Compare many groups

Representations of data Working with multiple different representations of data simultaneously

Bubble plots

Known representation

Novel representation

Persistency

Knudsen et al., 2012

COMPARE GROUPS OF DATA

Page 13: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Excerpt of codes from th is s tudy

Working with, representing and understanding groups or segments in data

Compare two groups [of data]Compare many groups

Working with multiple different representations of data simultaneously

Knudsen et al., 2012

COMPARE GROUPS OF DATA

Page 14: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Excerpt of codes from th is s tudy

Working with, representing and understanding groups or segments in data

Compare two groups [of data]

Working with multiple different representations of data simultaneously

Knudsen et al., 2012

COMPARE GROUPS OF DATA

Compare many groups

Page 15: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Excerpt of codes from th is s tudy

Working with, representing and understanding groups or segments in data

Compare two groups [of data] Compare many groups

Working with multiple different representations of data simultaneously

Knudsen et al., 2012

COMPARE GROUPS OF DATA

?

Page 16: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

“The purpose of axial coding is to begin the process of reassembling data that were fractured during open coding”

Strauss & Corbin, 1998

Page 17: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Empirical data can have many forms

Page 18: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Can be

Auditory

Textual (e.g., interview transcripts, web-material, papers)

Visual (e.g., photos, videos, drawings)

Artifacts

Page 19: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

Process and approac h

Computer Assisted Qualitative Data Analysis Systems (CAQDAS)

MaxQDA

nVivo

Saturate app

Based on pen-and-paper

Based on a large surface (e.g., whiteboard, table, floor)

Page 20: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

EXERCISE: CLUSTERING DATAAnalyzing Qual i tat ive Data

Page 21: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

VISUAL DATA

Collection of postcards by G. Lupi and S. Posavec

from the “Dear Data” Project

Page 22: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

PROCESS

1. Familiarize yourself with the data setspread out the postcards

look at them individually

2. Group them in clustersfind postcards that you think share a commonality

group these postcards spatially

create a label for these groups

3. Look for potential spectrumbased on the groups, consider spectrums/axes in the data

Page 23: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

EXTRA INFORMATION

Page 24: Søren Knudsen CLUSTERING AND CATEGORIZING · 2017. 10. 4. · nVivo Saturate app Based on pen-and-paper Based on a large surface (e.g., whiteboard, table, floor) EXERCISE: CLUSTERING

L is t of CAQDAS’s

ATLAS.ti: www.atlasti.com

HyperRESEARCH: www.researchware.com

MAXQDA: www.maxqda.com

NVivo: www.qsrinternational.com

QDA Miner: www.provalisresearch.com

Qualrus: www.qualrus.com

Transana: www.transana.org (for audio and video data materials)

Weft QDA: www.pressure.to/qda/

Noldus Observer: http://www.noldus.com/human-behavior-research/products/

Saturate app: http://www.saturateapp.com/