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  • Content Analysis | Guide, Methods & Examples

Content Analysis | Guide, Methods & Examples

Published on July 18, 2019 by Amy Luo . Revised on June 22, 2023.

Content analysis is a research method used to identify patterns in recorded communication. To conduct content analysis, you systematically collect data from a set of texts, which can be written, oral, or visual:

  • Books, newspapers and magazines
  • Speeches and interviews
  • Web content and social media posts
  • Photographs and films

Content analysis can be both quantitative (focused on counting and measuring) and qualitative (focused on interpreting and understanding).  In both types, you categorize or “code” words, themes, and concepts within the texts and then analyze the results.

Table of contents

What is content analysis used for, advantages of content analysis, disadvantages of content analysis, how to conduct content analysis, other interesting articles.

Researchers use content analysis to find out about the purposes, messages, and effects of communication content. They can also make inferences about the producers and audience of the texts they analyze.

Content analysis can be used to quantify the occurrence of certain words, phrases, subjects or concepts in a set of historical or contemporary texts.

Quantitative content analysis example

To research the importance of employment issues in political campaigns, you could analyze campaign speeches for the frequency of terms such as unemployment , jobs , and work  and use statistical analysis to find differences over time or between candidates.

In addition, content analysis can be used to make qualitative inferences by analyzing the meaning and semantic relationship of words and concepts.

Qualitative content analysis example

To gain a more qualitative understanding of employment issues in political campaigns, you could locate the word unemployment in speeches, identify what other words or phrases appear next to it (such as economy,   inequality or  laziness ), and analyze the meanings of these relationships to better understand the intentions and targets of different campaigns.

Because content analysis can be applied to a broad range of texts, it is used in a variety of fields, including marketing, media studies, anthropology, cognitive science, psychology, and many social science disciplines. It has various possible goals:

  • Finding correlations and patterns in how concepts are communicated
  • Understanding the intentions of an individual, group or institution
  • Identifying propaganda and bias in communication
  • Revealing differences in communication in different contexts
  • Analyzing the consequences of communication content, such as the flow of information or audience responses

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  • Unobtrusive data collection

You can analyze communication and social interaction without the direct involvement of participants, so your presence as a researcher doesn’t influence the results.

  • Transparent and replicable

When done well, content analysis follows a systematic procedure that can easily be replicated by other researchers, yielding results with high reliability .

  • Highly flexible

You can conduct content analysis at any time, in any location, and at low cost – all you need is access to the appropriate sources.

Focusing on words or phrases in isolation can sometimes be overly reductive, disregarding context, nuance, and ambiguous meanings.

Content analysis almost always involves some level of subjective interpretation, which can affect the reliability and validity of the results and conclusions, leading to various types of research bias and cognitive bias .

  • Time intensive

Manually coding large volumes of text is extremely time-consuming, and it can be difficult to automate effectively.

If you want to use content analysis in your research, you need to start with a clear, direct  research question .

Example research question for content analysis

Is there a difference in how the US media represents younger politicians compared to older ones in terms of trustworthiness?

Next, you follow these five steps.

1. Select the content you will analyze

Based on your research question, choose the texts that you will analyze. You need to decide:

  • The medium (e.g. newspapers, speeches or websites) and genre (e.g. opinion pieces, political campaign speeches, or marketing copy)
  • The inclusion and exclusion criteria (e.g. newspaper articles that mention a particular event, speeches by a certain politician, or websites selling a specific type of product)
  • The parameters in terms of date range, location, etc.

If there are only a small amount of texts that meet your criteria, you might analyze all of them. If there is a large volume of texts, you can select a sample .

2. Define the units and categories of analysis

Next, you need to determine the level at which you will analyze your chosen texts. This means defining:

  • The unit(s) of meaning that will be coded. For example, are you going to record the frequency of individual words and phrases, the characteristics of people who produced or appear in the texts, the presence and positioning of images, or the treatment of themes and concepts?
  • The set of categories that you will use for coding. Categories can be objective characteristics (e.g. aged 30-40 ,  lawyer , parent ) or more conceptual (e.g. trustworthy , corrupt , conservative , family oriented ).

Your units of analysis are the politicians who appear in each article and the words and phrases that are used to describe them. Based on your research question, you have to categorize based on age and the concept of trustworthiness. To get more detailed data, you also code for other categories such as their political party and the marital status of each politician mentioned.

3. Develop a set of rules for coding

Coding involves organizing the units of meaning into the previously defined categories. Especially with more conceptual categories, it’s important to clearly define the rules for what will and won’t be included to ensure that all texts are coded consistently.

Coding rules are especially important if multiple researchers are involved, but even if you’re coding all of the text by yourself, recording the rules makes your method more transparent and reliable.

In considering the category “younger politician,” you decide which titles will be coded with this category ( senator, governor, counselor, mayor ). With “trustworthy”, you decide which specific words or phrases related to trustworthiness (e.g. honest and reliable ) will be coded in this category.

4. Code the text according to the rules

You go through each text and record all relevant data in the appropriate categories. This can be done manually or aided with computer programs, such as QSR NVivo , Atlas.ti and Diction , which can help speed up the process of counting and categorizing words and phrases.

Following your coding rules, you examine each newspaper article in your sample. You record the characteristics of each politician mentioned, along with all words and phrases related to trustworthiness that are used to describe them.

5. Analyze the results and draw conclusions

Once coding is complete, the collected data is examined to find patterns and draw conclusions in response to your research question. You might use statistical analysis to find correlations or trends, discuss your interpretations of what the results mean, and make inferences about the creators, context and audience of the texts.

Let’s say the results reveal that words and phrases related to trustworthiness appeared in the same sentence as an older politician more frequently than they did in the same sentence as a younger politician. From these results, you conclude that national newspapers present older politicians as more trustworthy than younger politicians, and infer that this might have an effect on readers’ perceptions of younger people in politics.

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If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

  • Normal distribution
  • Measures of central tendency
  • Chi square tests
  • Confidence interval
  • Quartiles & Quantiles
  • Cluster sampling
  • Stratified sampling
  • Thematic analysis
  • Cohort study
  • Peer review
  • Ethnography

Research bias

  • Implicit bias
  • Cognitive bias
  • Conformity bias
  • Hawthorne effect
  • Availability heuristic
  • Attrition bias
  • Social desirability bias

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Chapter 17. Content Analysis

Introduction.

Content analysis is a term that is used to mean both a method of data collection and a method of data analysis. Archival and historical works can be the source of content analysis, but so too can the contemporary media coverage of a story, blogs, comment posts, films, cartoons, advertisements, brand packaging, and photographs posted on Instagram or Facebook. Really, almost anything can be the “content” to be analyzed. This is a qualitative research method because the focus is on the meanings and interpretations of that content rather than strictly numerical counts or variables-based causal modeling. [1] Qualitative content analysis (sometimes referred to as QCA) is particularly useful when attempting to define and understand prevalent stories or communication about a topic of interest—in other words, when we are less interested in what particular people (our defined sample) are doing or believing and more interested in what general narratives exist about a particular topic or issue. This chapter will explore different approaches to content analysis and provide helpful tips on how to collect data, how to turn that data into codes for analysis, and how to go about presenting what is found through analysis. It is also a nice segue between our data collection methods (e.g., interviewing, observation) chapters and chapters 18 and 19, whose focus is on coding, the primary means of data analysis for most qualitative data. In many ways, the methods of content analysis are quite similar to the method of coding.

how to conduct content analysis in qualitative research

Although the body of material (“content”) to be collected and analyzed can be nearly anything, most qualitative content analysis is applied to forms of human communication (e.g., media posts, news stories, campaign speeches, advertising jingles). The point of the analysis is to understand this communication, to systematically and rigorously explore its meanings, assumptions, themes, and patterns. Historical and archival sources may be the subject of content analysis, but there are other ways to analyze (“code”) this data when not overly concerned with the communicative aspect (see chapters 18 and 19). This is why we tend to consider content analysis its own method of data collection as well as a method of data analysis. Still, many of the techniques you learn in this chapter will be helpful to any “coding” scheme you develop for other kinds of qualitative data. Just remember that content analysis is a particular form with distinct aims and goals and traditions.

An Overview of the Content Analysis Process

The first step: selecting content.

Figure 17.2 is a display of possible content for content analysis. The first step in content analysis is making smart decisions about what content you will want to analyze and to clearly connect this content to your research question or general focus of research. Why are you interested in the messages conveyed in this particular content? What will the identification of patterns here help you understand? Content analysis can be fun to do, but in order to make it research, you need to fit it into a research plan.

New stories Blogs Comment posts Lyrics
Letters to editor Films Cartoons Advertisements
Brand packaging Logos Instagram photos Tweets
Photographs Graffiti Street signs Personalized license plates
Avatars (names, shapes, presentations) Nicknames Band posters Building names

Figure 17.1. A Non-exhaustive List of "Content" for Content Analysis

To take one example, let us imagine you are interested in gender presentations in society and how presentations of gender have changed over time. There are various forms of content out there that might help you document changes. You could, for example, begin by creating a list of magazines that are coded as being for “women” (e.g., Women’s Daily Journal ) and magazines that are coded as being for “men” (e.g., Men’s Health ). You could then select a date range that is relevant to your research question (e.g., 1950s–1970s) and collect magazines from that era. You might create a “sample” by deciding to look at three issues for each year in the date range and a systematic plan for what to look at in those issues (e.g., advertisements? Cartoons? Titles of articles? Whole articles?). You are not just going to look at some magazines willy-nilly. That would not be systematic enough to allow anyone to replicate or check your findings later on. Once you have a clear plan of what content is of interest to you and what you will be looking at, you can begin, creating a record of everything you are including as your content. This might mean a list of each advertisement you look at or each title of stories in those magazines along with its publication date. You may decide to have multiple “content” in your research plan. For each content, you want a clear plan for collecting, sampling, and documenting.

The Second Step: Collecting and Storing

Once you have a plan, you are ready to collect your data. This may entail downloading from the internet, creating a Word document or PDF of each article or picture, and storing these in a folder designated by the source and date (e.g., “ Men’s Health advertisements, 1950s”). Sølvberg ( 2021 ), for example, collected posted job advertisements for three kinds of elite jobs (economic, cultural, professional) in Sweden. But collecting might also mean going out and taking photographs yourself, as in the case of graffiti, street signs, or even what people are wearing. Chaise LaDousa, an anthropologist and linguist, took photos of “house signs,” which are signs, often creative and sometimes offensive, hung by college students living in communal off-campus houses. These signs were a focal point of college culture, sending messages about the values of the students living in them. Some of the names will give you an idea: “Boot ’n Rally,” “The Plantation,” “Crib of the Rib.” The students might find these signs funny and benign, but LaDousa ( 2011 ) argued convincingly that they also reproduced racial and gender inequalities. The data here already existed—they were big signs on houses—but the researcher had to collect the data by taking photographs.

In some cases, your content will be in physical form but not amenable to photographing, as in the case of films or unwieldy physical artifacts you find in the archives (e.g., undigitized meeting minutes or scrapbooks). In this case, you need to create some kind of detailed log (fieldnotes even) of the content that you can reference. In the case of films, this might mean watching the film and writing down details for key scenes that become your data. [2] For scrapbooks, it might mean taking notes on what you are seeing, quoting key passages, describing colors or presentation style. As you might imagine, this can take a lot of time. Be sure you budget this time into your research plan.

Researcher Note

A note on data scraping : Data scraping, sometimes known as screen scraping or frame grabbing, is a way of extracting data generated by another program, as when a scraping tool grabs information from a website. This may help you collect data that is on the internet, but you need to be ethical in how to employ the scraper. A student once helped me scrape thousands of stories from the Time magazine archives at once (although it took several hours for the scraping process to complete). These stories were freely available, so the scraping process simply sped up the laborious process of copying each article of interest and saving it to my research folder. Scraping tools can sometimes be used to circumvent paywalls. Be careful here!

The Third Step: Analysis

There is often an assumption among novice researchers that once you have collected your data, you are ready to write about what you have found. Actually, you haven’t yet found anything, and if you try to write up your results, you will probably be staring sadly at a blank page. Between the collection and the writing comes the difficult task of systematically and repeatedly reviewing the data in search of patterns and themes that will help you interpret the data, particularly its communicative aspect (e.g., What is it that is being communicated here, with these “house signs” or in the pages of Men’s Health ?).

The first time you go through the data, keep an open mind on what you are seeing (or hearing), and take notes about your observations that link up to your research question. In the beginning, it can be difficult to know what is relevant and what is extraneous. Sometimes, your research question changes based on what emerges from the data. Use the first round of review to consider this possibility, but then commit yourself to following a particular focus or path. If you are looking at how gender gets made or re-created, don’t follow the white rabbit down a hole about environmental injustice unless you decide that this really should be the focus of your study or that issues of environmental injustice are linked to gender presentation. In the second round of review, be very clear about emerging themes and patterns. Create codes (more on these in chapters 18 and 19) that will help you simplify what you are noticing. For example, “men as outdoorsy” might be a common trope you see in advertisements. Whenever you see this, mark the passage or picture. In your third (or fourth or fifth) round of review, begin to link up the tropes you’ve identified, looking for particular patterns and assumptions. You’ve drilled down to the details, and now you are building back up to figure out what they all mean. Start thinking about theory—either theories you have read about and are using as a frame of your study (e.g., gender as performance theory) or theories you are building yourself, as in the Grounded Theory tradition. Once you have a good idea of what is being communicated and how, go back to the data at least one more time to look for disconfirming evidence. Maybe you thought “men as outdoorsy” was of importance, but when you look hard, you note that women are presented as outdoorsy just as often. You just hadn’t paid attention. It is very important, as any kind of researcher but particularly as a qualitative researcher, to test yourself and your emerging interpretations in this way.

The Fourth and Final Step: The Write-Up

Only after you have fully completed analysis, with its many rounds of review and analysis, will you be able to write about what you found. The interpretation exists not in the data but in your analysis of the data. Before writing your results, you will want to very clearly describe how you chose the data here and all the possible limitations of this data (e.g., historical-trace problem or power problem; see chapter 16). Acknowledge any limitations of your sample. Describe the audience for the content, and discuss the implications of this. Once you have done all of this, you can put forth your interpretation of the communication of the content, linking to theory where doing so would help your readers understand your findings and what they mean more generally for our understanding of how the social world works. [3]

Analyzing Content: Helpful Hints and Pointers

Although every data set is unique and each researcher will have a different and unique research question to address with that data set, there are some common practices and conventions. When reviewing your data, what do you look at exactly? How will you know if you have seen a pattern? How do you note or mark your data?

Let’s start with the last question first. If your data is stored digitally, there are various ways you can highlight or mark up passages. You can, of course, do this with literal highlighters, pens, and pencils if you have print copies. But there are also qualitative software programs to help you store the data, retrieve the data, and mark the data. This can simplify the process, although it cannot do the work of analysis for you.

Qualitative software can be very expensive, so the first thing to do is to find out if your institution (or program) has a universal license its students can use. If they do not, most programs have special student licenses that are less expensive. The two most used programs at this moment are probably ATLAS.ti and NVivo. Both can cost more than $500 [4] but provide everything you could possibly need for storing data, content analysis, and coding. They also have a lot of customer support, and you can find many official and unofficial tutorials on how to use the programs’ features on the web. Dedoose, created by academic researchers at UCLA, is a decent program that lacks many of the bells and whistles of the two big programs. Instead of paying all at once, you pay monthly, as you use the program. The monthly fee is relatively affordable (less than $15), so this might be a good option for a small project. HyperRESEARCH is another basic program created by academic researchers, and it is free for small projects (those that have limited cases and material to import). You can pay a monthly fee if your project expands past the free limits. I have personally used all four of these programs, and they each have their pluses and minuses.

Regardless of which program you choose, you should know that none of them will actually do the hard work of analysis for you. They are incredibly useful for helping you store and organize your data, and they provide abundant tools for marking, comparing, and coding your data so you can make sense of it. But making sense of it will always be your job alone.

So let’s say you have some software, and you have uploaded all of your content into the program: video clips, photographs, transcripts of news stories, articles from magazines, even digital copies of college scrapbooks. Now what do you do? What are you looking for? How do you see a pattern? The answers to these questions will depend partially on the particular research question you have, or at least the motivation behind your research. Let’s go back to the idea of looking at gender presentations in magazines from the 1950s to the 1970s. Here are some things you can look at and code in the content: (1) actions and behaviors, (2) events or conditions, (3) activities, (4) strategies and tactics, (5) states or general conditions, (6) meanings or symbols, (7) relationships/interactions, (8) consequences, and (9) settings. Table 17.1 lists these with examples from our gender presentation study.

Table 17.1. Examples of What to Note During Content Analysis

What can be noted/coded Example from Gender Presentation Study
Actions and behaviors
Events or conditions
Activities
Strategies and tactics
States/conditions
Meanings/symbols
Relationships/interactions
Consequences
Settings

One thing to note about the examples in table 17.1: sometimes we note (mark, record, code) a single example, while other times, as in “settings,” we are recording a recurrent pattern. To help you spot patterns, it is useful to mark every setting, including a notation on gender. Using software can help you do this efficiently. You can then call up “setting by gender” and note this emerging pattern. There’s an element of counting here, which we normally think of as quantitative data analysis, but we are using the count to identify a pattern that will be used to help us interpret the communication. Content analyses often include counting as part of the interpretive (qualitative) process.

In your own study, you may not need or want to look at all of the elements listed in table 17.1. Even in our imagined example, some are more useful than others. For example, “strategies and tactics” is a bit of a stretch here. In studies that are looking specifically at, say, policy implementation or social movements, this category will prove much more salient.

Another way to think about “what to look at” is to consider aspects of your content in terms of units of analysis. You can drill down to the specific words used (e.g., the adjectives commonly used to describe “men” and “women” in your magazine sample) or move up to the more abstract level of concepts used (e.g., the idea that men are more rational than women). Counting for the purpose of identifying patterns is particularly useful here. How many times is that idea of women’s irrationality communicated? How is it is communicated (in comic strips, fictional stories, editorials, etc.)? Does the incidence of the concept change over time? Perhaps the “irrational woman” was everywhere in the 1950s, but by the 1970s, it is no longer showing up in stories and comics. By tracing its usage and prevalence over time, you might come up with a theory or story about gender presentation during the period. Table 17.2 provides more examples of using different units of analysis for this work along with suggestions for effective use.

Table 17.2. Examples of Unit of Analysis in Content Analysis

Unit of Analysis How Used...
Words
Themes
Characters
Paragraphs
Items
Concepts
Semantics

Every qualitative content analysis is unique in its particular focus and particular data used, so there is no single correct way to approach analysis. You should have a better idea, however, of what kinds of things to look for and what to look for. The next two chapters will take you further into the coding process, the primary analytical tool for qualitative research in general.

Further Readings

Cidell, Julie. 2010. “Content Clouds as Exploratory Qualitative Data Analysis.” Area 42(4):514–523. A demonstration of using visual “content clouds” as a form of exploratory qualitative data analysis using transcripts of public meetings and content of newspaper articles.

Hsieh, Hsiu-Fang, and Sarah E. Shannon. 2005. “Three Approaches to Qualitative Content Analysis.” Qualitative Health Research 15(9):1277–1288. Distinguishes three distinct approaches to QCA: conventional, directed, and summative. Uses hypothetical examples from end-of-life care research.

Jackson, Romeo, Alex C. Lange, and Antonio Duran. 2021. “A Whitened Rainbow: The In/Visibility of Race and Racism in LGBTQ Higher Education Scholarship.” Journal Committed to Social Change on Race and Ethnicity (JCSCORE) 7(2):174–206.* Using a “critical summative content analysis” approach, examines research published on LGBTQ people between 2009 and 2019.

Krippendorff, Klaus. 2018. Content Analysis: An Introduction to Its Methodology . 4th ed. Thousand Oaks, CA: SAGE. A very comprehensive textbook on both quantitative and qualitative forms of content analysis.

Mayring, Philipp. 2022. Qualitative Content Analysis: A Step-by-Step Guide . Thousand Oaks, CA: SAGE. Formulates an eight-step approach to QCA.

Messinger, Adam M. 2012. “Teaching Content Analysis through ‘Harry Potter.’” Teaching Sociology 40(4):360–367. This is a fun example of a relatively brief foray into content analysis using the music found in Harry Potter films.

Neuendorft, Kimberly A. 2002. The Content Analysis Guidebook . Thousand Oaks, CA: SAGE. Although a helpful guide to content analysis in general, be warned that this textbook definitely favors quantitative over qualitative approaches to content analysis.

Schrier, Margrit. 2012. Qualitative Content Analysis in Practice . Thousand Okas, CA: SAGE. Arguably the most accessible guidebook for QCA, written by a professor based in Germany.

Weber, Matthew A., Shannon Caplan, Paul Ringold, and Karen Blocksom. 2017. “Rivers and Streams in the Media: A Content Analysis of Ecosystem Services.” Ecology and Society 22(3).* Examines the content of a blog hosted by National Geographic and articles published in The New York Times and the Wall Street Journal for stories on rivers and streams (e.g., water-quality flooding).

  • There are ways of handling content analysis quantitatively, however. Some practitioners therefore specify qualitative content analysis (QCA). In this chapter, all content analysis is QCA unless otherwise noted. ↵
  • Note that some qualitative software allows you to upload whole films or film clips for coding. You will still have to get access to the film, of course. ↵
  • See chapter 20 for more on the final presentation of research. ↵
  • . Actually, ATLAS.ti is an annual license, while NVivo is a perpetual license, but both are going to cost you at least $500 to use. Student rates may be lower. And don’t forget to ask your institution or program if they already have a software license you can use. ↵

A method of both data collection and data analysis in which a given content (textual, visual, graphic) is examined systematically and rigorously to identify meanings, themes, patterns and assumptions.  Qualitative content analysis (QCA) is concerned with gathering and interpreting an existing body of material.    

Introduction to Qualitative Research Methods Copyright © 2023 by Allison Hurst is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License , except where otherwise noted.

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  • Methodology

Content Analysis | A Step-by-Step Guide with Examples

Published on 5 May 2022 by Amy Luo . Revised on 5 December 2022.

Content analysis is a research method used to identify patterns in recorded communication. To conduct content analysis, you systematically collect data from a set of texts, which can be written, oral, or visual:

  • Books, newspapers, and magazines
  • Speeches and interviews
  • Web content and social media posts
  • Photographs and films

Content analysis can be both quantitative (focused on counting and measuring) and qualitative (focused on interpreting and understanding). In both types, you categorise or ‘code’ words, themes, and concepts within the texts and then analyse the results.

Table of contents

What is content analysis used for, advantages of content analysis, disadvantages of content analysis, how to conduct content analysis.

Researchers use content analysis to find out about the purposes, messages, and effects of communication content. They can also make inferences about the producers and audience of the texts they analyse.

Content analysis can be used to quantify the occurrence of certain words, phrases, subjects, or concepts in a set of historical or contemporary texts.

In addition, content analysis can be used to make qualitative inferences by analysing the meaning and semantic relationship of words and concepts.

Because content analysis can be applied to a broad range of texts, it is used in a variety of fields, including marketing, media studies, anthropology, cognitive science, psychology, and many social science disciplines. It has various possible goals:

  • Finding correlations and patterns in how concepts are communicated
  • Understanding the intentions of an individual, group, or institution
  • Identifying propaganda and bias in communication
  • Revealing differences in communication in different contexts
  • Analysing the consequences of communication content, such as the flow of information or audience responses

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  • Unobtrusive data collection

You can analyse communication and social interaction without the direct involvement of participants, so your presence as a researcher doesn’t influence the results.

  • Transparent and replicable

When done well, content analysis follows a systematic procedure that can easily be replicated by other researchers, yielding results with high reliability .

  • Highly flexible

You can conduct content analysis at any time, in any location, and at low cost. All you need is access to the appropriate sources.

Focusing on words or phrases in isolation can sometimes be overly reductive, disregarding context, nuance, and ambiguous meanings.

Content analysis almost always involves some level of subjective interpretation, which can affect the reliability and validity of the results and conclusions.

  • Time intensive

Manually coding large volumes of text is extremely time-consuming, and it can be difficult to automate effectively.

If you want to use content analysis in your research, you need to start with a clear, direct  research question .

Next, you follow these five steps.

Step 1: Select the content you will analyse

Based on your research question, choose the texts that you will analyse. You need to decide:

  • The medium (e.g., newspapers, speeches, or websites) and genre (e.g., opinion pieces, political campaign speeches, or marketing copy)
  • The criteria for inclusion (e.g., newspaper articles that mention a particular event, speeches by a certain politician, or websites selling a specific type of product)
  • The parameters in terms of date range, location, etc.

If there are only a small number of texts that meet your criteria, you might analyse all of them. If there is a large volume of texts, you can select a sample .

Step 2: Define the units and categories of analysis

Next, you need to determine the level at which you will analyse your chosen texts. This means defining:

  • The unit(s) of meaning that will be coded. For example, are you going to record the frequency of individual words and phrases, the characteristics of people who produced or appear in the texts, the presence and positioning of images, or the treatment of themes and concepts?
  • The set of categories that you will use for coding. Categories can be objective characteristics (e.g., aged 30–40, lawyer, parent) or more conceptual (e.g., trustworthy, corrupt, conservative, family-oriented).

Step 3: Develop a set of rules for coding

Coding involves organising the units of meaning into the previously defined categories. Especially with more conceptual categories, it’s important to clearly define the rules for what will and won’t be included to ensure that all texts are coded consistently.

Coding rules are especially important if multiple researchers are involved, but even if you’re coding all of the text by yourself, recording the rules makes your method more transparent and reliable.

Step 4: Code the text according to the rules

You go through each text and record all relevant data in the appropriate categories. This can be done manually or aided with computer programs, such as QSR NVivo , Atlas.ti , and Diction , which can help speed up the process of counting and categorising words and phrases.

Step 5: Analyse the results and draw conclusions

Once coding is complete, the collected data is examined to find patterns and draw conclusions in response to your research question. You might use statistical analysis to find correlations or trends, discuss your interpretations of what the results mean, and make inferences about the creators, context, and audience of the texts.

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Luo, A. (2022, December 05). Content Analysis | A Step-by-Step Guide with Examples. Scribbr. Retrieved 12 August 2024, from https://www.scribbr.co.uk/research-methods/content-analysis-explained/

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What Is Qualitative Content Analysis?

Qca explained simply (with examples).

By: Jenna Crosley (PhD). Reviewed by: Dr Eunice Rautenbach (DTech) | February 2021

If you’re in the process of preparing for your dissertation, thesis or research project, you’ve probably encountered the term “ qualitative content analysis ” – it’s quite a mouthful. If you’ve landed on this post, you’re probably a bit confused about it. Well, the good news is that you’ve come to the right place…

Overview: Qualitative Content Analysis

  • What (exactly) is qualitative content analysis
  • The two main types of content analysis
  • When to use content analysis
  • How to conduct content analysis (the process)
  • The advantages and disadvantages of content analysis

1. What is content analysis?

Content analysis is a  qualitative analysis method  that focuses on recorded human artefacts such as manuscripts, voice recordings and journals. Content analysis investigates these written, spoken and visual artefacts without explicitly extracting data from participants – this is called  unobtrusive  research.

In other words, with content analysis, you don’t necessarily need to interact with participants (although you can if necessary); you can simply analyse the data that they have already produced. With this type of analysis, you can analyse data such as text messages, books, Facebook posts, videos, and audio (just to mention a few).

The basics – explicit and implicit content

When working with content analysis, explicit and implicit content will play a role. Explicit data is transparent and easy to identify, while implicit data is that which requires some form of interpretation and is often of a subjective nature. Sounds a bit fluffy? Here’s an example:

Joe: Hi there, what can I help you with? 

Lauren: I recently adopted a puppy and I’m worried that I’m not feeding him the right food. Could you please advise me on what I should be feeding? 

Joe: Sure, just follow me and I’ll show you. Do you have any other pets?

Lauren: Only one, and it tweets a lot!

In this exchange, the explicit data indicates that Joe is helping Lauren to find the right puppy food. Lauren asks Joe whether she has any pets aside from her puppy. This data is explicit because it requires no interpretation.

On the other hand, implicit data , in this case, includes the fact that the speakers are in a pet store. This information is not clearly stated but can be inferred from the conversation, where Joe is helping Lauren to choose pet food. An additional piece of implicit data is that Lauren likely has some type of bird as a pet. This can be inferred from the way that Lauren states that her pet “tweets”.

As you can see, explicit and implicit data both play a role in human interaction  and are an important part of your analysis. However, it’s important to differentiate between these two types of data when you’re undertaking content analysis. Interpreting implicit data can be rather subjective as conclusions are based on the researcher’s interpretation. This can introduce an element of bias , which risks skewing your results.

Explicit and implicit data both play an important role in your content analysis, but it’s important to differentiate between them.

2. The two types of content analysis

Now that you understand the difference between implicit and explicit data, let’s move on to the two general types of content analysis : conceptual and relational content analysis. Importantly, while conceptual and relational content analysis both follow similar steps initially, the aims and outcomes of each are different.

Conceptual analysis focuses on the number of times a concept occurs in a set of data and is generally focused on explicit data. For example, if you were to have the following conversation:

Marie: She told me that she has three cats.

Jean: What are her cats’ names?

Marie: I think the first one is Bella, the second one is Mia, and… I can’t remember the third cat’s name.

In this data, you can see that the word “cat” has been used three times. Through conceptual content analysis, you can deduce that cats are the central topic of the conversation. You can also perform a frequency analysis , where you assess the term’s frequency in the data. For example, in the exchange above, the word “cat” makes up 9% of the data. In other words, conceptual analysis brings a little bit of quantitative analysis into your qualitative analysis.

As you can see, the above data is without interpretation and focuses on explicit data . Relational content analysis, on the other hand, takes a more holistic view by focusing more on implicit data in terms of context, surrounding words and relationships.

There are three types of relational analysis:

  • Affect extraction
  • Proximity analysis
  • Cognitive mapping

Affect extraction is when you assess concepts according to emotional attributes. These emotions are typically mapped on scales, such as a Likert scale or a rating scale ranging from 1 to 5, where 1 is “very sad” and 5 is “very happy”.

If participants are talking about their achievements, they are likely to be given a score of 4 or 5, depending on how good they feel about it. If a participant is describing a traumatic event, they are likely to have a much lower score, either 1 or 2.

Proximity analysis identifies explicit terms (such as those found in a conceptual analysis) and the patterns in terms of how they co-occur in a text. In other words, proximity analysis investigates the relationship between terms and aims to group these to extract themes and develop meaning.

Proximity analysis is typically utilised when you’re looking for hard facts rather than emotional, cultural, or contextual factors. For example, if you were to analyse a political speech, you may want to focus only on what has been said, rather than implications or hidden meanings. To do this, you would make use of explicit data, discounting any underlying meanings and implications of the speech.

Lastly, there’s cognitive mapping, which can be used in addition to, or along with, proximity analysis. Cognitive mapping involves taking different texts and comparing them in a visual format – i.e. a cognitive map. Typically, you’d use cognitive mapping in studies that assess changes in terms, definitions, and meanings over time. It can also serve as a way to visualise affect extraction or proximity analysis and is often presented in a form such as a graphic map.

Example of a cognitive map

To recap on the essentials, content analysis is a qualitative analysis method that focuses on recorded human artefacts . It involves both conceptual analysis (which is more numbers-based) and relational analysis (which focuses on the relationships between concepts and how they’re connected).

Need a helping hand?

how to conduct content analysis in qualitative research

3. When should you use content analysis?

Content analysis is a useful tool that provides insight into trends of communication . For example, you could use a discussion forum as the basis of your analysis and look at the types of things the members talk about as well as how they use language to express themselves. Content analysis is flexible in that it can be applied to the individual, group, and institutional level.

Content analysis is typically used in studies where the aim is to better understand factors such as behaviours, attitudes, values, emotions, and opinions . For example, you could use content analysis to investigate an issue in society, such as miscommunication between cultures. In this example, you could compare patterns of communication in participants from different cultures, which will allow you to create strategies for avoiding misunderstandings in intercultural interactions.

Another example could include conducting content analysis on a publication such as a book. Here you could gather data on the themes, topics, language use and opinions reflected in the text to draw conclusions regarding the political (such as conservative or liberal) leanings of the publication.

Content analysis is typically used in projects where the research aims involve getting a better understanding of factors such as behaviours, attitudes, values, emotions, and opinions.

4. How to conduct a qualitative content analysis

Conceptual and relational content analysis differ in terms of their exact process ; however, there are some similarities. Let’s have a look at these first – i.e., the generic process:

  • Recap on your research questions
  • Undertake bracketing to identify biases
  • Operationalise your variables and develop a coding scheme
  • Code the data and undertake your analysis

Step 1 – Recap on your research questions

It’s always useful to begin a project with research questions , or at least with an idea of what you are looking for. In fact, if you’ve spent time reading this blog, you’ll know that it’s useful to recap on your research questions, aims and objectives when undertaking pretty much any research activity. In the context of content analysis, it’s difficult to know what needs to be coded and what doesn’t, without a clear view of the research questions.

For example, if you were to code a conversation focused on basic issues of social justice, you may be met with a wide range of topics that may be irrelevant to your research. However, if you approach this data set with the specific intent of investigating opinions on gender issues, you will be able to focus on this topic alone, which would allow you to code only what you need to investigate.

With content analysis, it’s difficult to know what needs to be coded  without a clear view of the research questions.

Step 2 – Reflect on your personal perspectives and biases

It’s vital that you reflect on your own pre-conception of the topic at hand and identify the biases that you might drag into your content analysis – this is called “ bracketing “. By identifying this upfront, you’ll be more aware of them and less likely to have them subconsciously influence your analysis.

For example, if you were to investigate how a community converses about unequal access to healthcare, it is important to assess your views to ensure that you don’t project these onto your understanding of the opinions put forth by the community. If you have access to medical aid, for instance, you should not allow this to interfere with your examination of unequal access.

You must reflect on the preconceptions and biases that you might drag into your content analysis - this is called "bracketing".

Step 3 – Operationalise your variables and develop a coding scheme

Next, you need to operationalise your variables . But what does that mean? Simply put, it means that you have to define each variable or construct . Give every item a clear definition – what does it mean (include) and what does it not mean (exclude). For example, if you were to investigate children’s views on healthy foods, you would first need to define what age group/range you’re looking at, and then also define what you mean by “healthy foods”.

In combination with the above, it is important to create a coding scheme , which will consist of information about your variables (how you defined each variable), as well as a process for analysing the data. For this, you would refer back to how you operationalised/defined your variables so that you know how to code your data.

For example, when coding, when should you code a food as “healthy”? What makes a food choice healthy? Is it the absence of sugar or saturated fat? Is it the presence of fibre and protein? It’s very important to have clearly defined variables to achieve consistent coding – without this, your analysis will get very muddy, very quickly.

When operationalising your variables, you must give every item a clear definition. In other words, what does it mean (include) and what does it not mean (exclude).

Step 4 – Code and analyse the data

The next step is to code the data. At this stage, there are some differences between conceptual and relational analysis.

As described earlier in this post, conceptual analysis looks at the existence and frequency of concepts, whereas a relational analysis looks at the relationships between concepts. For both types of analyses, it is important to pre-select a concept that you wish to assess in your data. Using the example of studying children’s views on healthy food, you could pre-select the concept of “healthy food” and assess the number of times the concept pops up in your data.

Here is where conceptual and relational analysis start to differ.

At this stage of conceptual analysis , it is necessary to decide on the level of analysis you’ll perform on your data, and whether this will exist on the word, phrase, sentence, or thematic level. For example, will you code the phrase “healthy food” on its own? Will you code each term relating to healthy food (e.g., broccoli, peaches, bananas, etc.) with the code “healthy food” or will these be coded individually? It is very important to establish this from the get-go to avoid inconsistencies that could result in you having to code your data all over again.

On the other hand, relational analysis looks at the type of analysis. So, will you use affect extraction? Proximity analysis? Cognitive mapping? A mix? It’s vital to determine the type of analysis before you begin to code your data so that you can maintain the reliability and validity of your research .

how to conduct content analysis in qualitative research

How to conduct conceptual analysis

First, let’s have a look at the process for conceptual analysis.

Once you’ve decided on your level of analysis, you need to establish how you will code your concepts, and how many of these you want to code. Here you can choose whether you want to code in a deductive or inductive manner. Just to recap, deductive coding is when you begin the coding process with a set of pre-determined codes, whereas inductive coding entails the codes emerging as you progress with the coding process. Here it is also important to decide what should be included and excluded from your analysis, and also what levels of implication you wish to include in your codes.

For example, if you have the concept of “tall”, can you include “up in the clouds”, derived from the sentence, “the giraffe’s head is up in the clouds” in the code, or should it be a separate code? In addition to this, you need to know what levels of words may be included in your codes or not. For example, if you say, “the panda is cute” and “look at the panda’s cuteness”, can “cute” and “cuteness” be included under the same code?

Once you’ve considered the above, it’s time to code the text . We’ve already published a detailed post about coding , so we won’t go into that process here. Once you’re done coding, you can move on to analysing your results. This is where you will aim to find generalisations in your data, and thus draw your conclusions .

How to conduct relational analysis

Now let’s return to relational analysis.

As mentioned, you want to look at the relationships between concepts . To do this, you’ll need to create categories by reducing your data (in other words, grouping similar concepts together) and then also code for words and/or patterns. These are both done with the aim of discovering whether these words exist, and if they do, what they mean.

Your next step is to assess your data and to code the relationships between your terms and meanings, so that you can move on to your final step, which is to sum up and analyse the data.

To recap, it’s important to start your analysis process by reviewing your research questions and identifying your biases . From there, you need to operationalise your variables, code your data and then analyse it.

Time to analyse

5. What are the pros & cons of content analysis?

One of the main advantages of content analysis is that it allows you to use a mix of quantitative and qualitative research methods, which results in a more scientifically rigorous analysis.

For example, with conceptual analysis, you can count the number of times that a term or a code appears in a dataset, which can be assessed from a quantitative standpoint. In addition to this, you can then use a qualitative approach to investigate the underlying meanings of these and relationships between them.

Content analysis is also unobtrusive and therefore poses fewer ethical issues than some other analysis methods. As the content you’ll analyse oftentimes already exists, you’ll analyse what has been produced previously, and so you won’t have to collect data directly from participants. When coded correctly, data is analysed in a very systematic and transparent manner, which means that issues of replicability (how possible it is to recreate research under the same conditions) are reduced greatly.

On the downside , qualitative research (in general, not just content analysis) is often critiqued for being too subjective and for not being scientifically rigorous enough. This is where reliability (how replicable a study is by other researchers) and validity (how suitable the research design is for the topic being investigated) come into play – if you take these into account, you’ll be on your way to achieving sound research results.

One of the main advantages of content analysis is that it allows you to use a mix of quantitative and qualitative research methods, which results in a more scientifically rigorous analysis.

Recap: Qualitative content analysis

In this post, we’ve covered a lot of ground – click on any of the sections to recap:

If you have any questions about qualitative content analysis, feel free to leave a comment below. If you’d like 1-on-1 help with your qualitative content analysis, be sure to book an initial consultation with one of our friendly Research Coaches.

how to conduct content analysis in qualitative research

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19 Comments

Abhishek

If I am having three pre-decided attributes for my research based on which a set of semi-structured questions where asked then should I conduct a conceptual content analysis or relational content analysis. please note that all three attributes are different like Agility, Resilience and AI.

Ofori Henry Affum

Thank you very much. I really enjoyed every word.

Janak Raj Bhatta

please send me one/ two sample of content analysis

pravin

send me to any sample of qualitative content analysis as soon as possible

abdellatif djedei

Many thanks for the brilliant explanation. Do you have a sample practical study of a foreign policy using content analysis?

DR. TAPAS GHOSHAL

1) It will be very much useful if a small but complete content analysis can be sent, from research question to coding and analysis. 2) Is there any software by which qualitative content analysis can be done?

Carkanirta

Common software for qualitative analysis is nVivo, and quantitative analysis is IBM SPSS

carmely

Thank you. Can I have at least 2 copies of a sample analysis study as my reference?

Yang

Could you please send me some sample of textbook content analysis?

Abdoulie Nyassi

Can I send you my research topic, aims, objectives and questions to give me feedback on them?

Bobby Benjamin Simeon

please could you send me samples of content analysis?

Obi Clara Chisom

Yes please send

Gaid Ahmed

really we enjoyed your knowledge thanks allot. from Ethiopia

Ary

can you please share some samples of content analysis(relational)? I am a bit confused about processing the analysis part

eeeema

Is it possible for you to list the journal articles and books or other sources you used to write this article? Thank you.

Upeksha Hettithanthri

can you please send some samples of content analysis ?

can you kindly send some good examples done by using content analysis ?

samuel batimedi

This was very useful. can you please send me sample for qualitative content analysis. thank you

Lawal Ridwan Olalekan

What a brilliant explanation! Kindly help with textbooks or blogs on the context analysis method such as discourse, thematic and semiotic analysis.

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Content Analysis

Content analysis is a research tool used to determine the presence of certain words, themes, or concepts within some given qualitative data (i.e. text). Using content analysis, researchers can quantify and analyze the presence, meanings, and relationships of such certain words, themes, or concepts. As an example, researchers can evaluate language used within a news article to search for bias or partiality. Researchers can then make inferences about the messages within the texts, the writer(s), the audience, and even the culture and time of surrounding the text.

Description

Sources of data could be from interviews, open-ended questions, field research notes, conversations, or literally any occurrence of communicative language (such as books, essays, discussions, newspaper headlines, speeches, media, historical documents). A single study may analyze various forms of text in its analysis. To analyze the text using content analysis, the text must be coded, or broken down, into manageable code categories for analysis (i.e. “codes”). Once the text is coded into code categories, the codes can then be further categorized into “code categories” to summarize data even further.

Three different definitions of content analysis are provided below.

Definition 1: “Any technique for making inferences by systematically and objectively identifying special characteristics of messages.” (from Holsti, 1968)

Definition 2: “An interpretive and naturalistic approach. It is both observational and narrative in nature and relies less on the experimental elements normally associated with scientific research (reliability, validity, and generalizability) (from Ethnography, Observational Research, and Narrative Inquiry, 1994-2012).

Definition 3: “A research technique for the objective, systematic and quantitative description of the manifest content of communication.” (from Berelson, 1952)

Uses of Content Analysis

Identify the intentions, focus or communication trends of an individual, group or institution

Describe attitudinal and behavioral responses to communications

Determine the psychological or emotional state of persons or groups

Reveal international differences in communication content

Reveal patterns in communication content

Pre-test and improve an intervention or survey prior to launch

Analyze focus group interviews and open-ended questions to complement quantitative data

Types of Content Analysis

There are two general types of content analysis: conceptual analysis and relational analysis. Conceptual analysis determines the existence and frequency of concepts in a text. Relational analysis develops the conceptual analysis further by examining the relationships among concepts in a text. Each type of analysis may lead to different results, conclusions, interpretations and meanings.

Conceptual Analysis

Typically people think of conceptual analysis when they think of content analysis. In conceptual analysis, a concept is chosen for examination and the analysis involves quantifying and counting its presence. The main goal is to examine the occurrence of selected terms in the data. Terms may be explicit or implicit. Explicit terms are easy to identify. Coding of implicit terms is more complicated: you need to decide the level of implication and base judgments on subjectivity (an issue for reliability and validity). Therefore, coding of implicit terms involves using a dictionary or contextual translation rules or both.

To begin a conceptual content analysis, first identify the research question and choose a sample or samples for analysis. Next, the text must be coded into manageable content categories. This is basically a process of selective reduction. By reducing the text to categories, the researcher can focus on and code for specific words or patterns that inform the research question.

General steps for conducting a conceptual content analysis:

1. Decide the level of analysis: word, word sense, phrase, sentence, themes

2. Decide how many concepts to code for: develop a pre-defined or interactive set of categories or concepts. Decide either: A. to allow flexibility to add categories through the coding process, or B. to stick with the pre-defined set of categories.

Option A allows for the introduction and analysis of new and important material that could have significant implications to one’s research question.

Option B allows the researcher to stay focused and examine the data for specific concepts.

3. Decide whether to code for existence or frequency of a concept. The decision changes the coding process.

When coding for the existence of a concept, the researcher would count a concept only once if it appeared at least once in the data and no matter how many times it appeared.

When coding for the frequency of a concept, the researcher would count the number of times a concept appears in a text.

4. Decide on how you will distinguish among concepts:

Should text be coded exactly as they appear or coded as the same when they appear in different forms? For example, “dangerous” vs. “dangerousness”. The point here is to create coding rules so that these word segments are transparently categorized in a logical fashion. The rules could make all of these word segments fall into the same category, or perhaps the rules can be formulated so that the researcher can distinguish these word segments into separate codes.

What level of implication is to be allowed? Words that imply the concept or words that explicitly state the concept? For example, “dangerous” vs. “the person is scary” vs. “that person could cause harm to me”. These word segments may not merit separate categories, due the implicit meaning of “dangerous”.

5. Develop rules for coding your texts. After decisions of steps 1-4 are complete, a researcher can begin developing rules for translation of text into codes. This will keep the coding process organized and consistent. The researcher can code for exactly what he/she wants to code. Validity of the coding process is ensured when the researcher is consistent and coherent in their codes, meaning that they follow their translation rules. In content analysis, obeying by the translation rules is equivalent to validity.

6. Decide what to do with irrelevant information: should this be ignored (e.g. common English words like “the” and “and”), or used to reexamine the coding scheme in the case that it would add to the outcome of coding?

7. Code the text: This can be done by hand or by using software. By using software, researchers can input categories and have coding done automatically, quickly and efficiently, by the software program. When coding is done by hand, a researcher can recognize errors far more easily (e.g. typos, misspelling). If using computer coding, text could be cleaned of errors to include all available data. This decision of hand vs. computer coding is most relevant for implicit information where category preparation is essential for accurate coding.

8. Analyze your results: Draw conclusions and generalizations where possible. Determine what to do with irrelevant, unwanted, or unused text: reexamine, ignore, or reassess the coding scheme. Interpret results carefully as conceptual content analysis can only quantify the information. Typically, general trends and patterns can be identified.

Relational Analysis

Relational analysis begins like conceptual analysis, where a concept is chosen for examination. However, the analysis involves exploring the relationships between concepts. Individual concepts are viewed as having no inherent meaning and rather the meaning is a product of the relationships among concepts.

To begin a relational content analysis, first identify a research question and choose a sample or samples for analysis. The research question must be focused so the concept types are not open to interpretation and can be summarized. Next, select text for analysis. Select text for analysis carefully by balancing having enough information for a thorough analysis so results are not limited with having information that is too extensive so that the coding process becomes too arduous and heavy to supply meaningful and worthwhile results.

There are three subcategories of relational analysis to choose from prior to going on to the general steps.

Affect extraction: an emotional evaluation of concepts explicit in a text. A challenge to this method is that emotions can vary across time, populations, and space. However, it could be effective at capturing the emotional and psychological state of the speaker or writer of the text.

Proximity analysis: an evaluation of the co-occurrence of explicit concepts in the text. Text is defined as a string of words called a “window” that is scanned for the co-occurrence of concepts. The result is the creation of a “concept matrix”, or a group of interrelated co-occurring concepts that would suggest an overall meaning.

Cognitive mapping: a visualization technique for either affect extraction or proximity analysis. Cognitive mapping attempts to create a model of the overall meaning of the text such as a graphic map that represents the relationships between concepts.

General steps for conducting a relational content analysis:

1. Determine the type of analysis: Once the sample has been selected, the researcher needs to determine what types of relationships to examine and the level of analysis: word, word sense, phrase, sentence, themes. 2. Reduce the text to categories and code for words or patterns. A researcher can code for existence of meanings or words. 3. Explore the relationship between concepts: once the words are coded, the text can be analyzed for the following:

Strength of relationship: degree to which two or more concepts are related.

Sign of relationship: are concepts positively or negatively related to each other?

Direction of relationship: the types of relationship that categories exhibit. For example, “X implies Y” or “X occurs before Y” or “if X then Y” or if X is the primary motivator of Y.

4. Code the relationships: a difference between conceptual and relational analysis is that the statements or relationships between concepts are coded. 5. Perform statistical analyses: explore differences or look for relationships among the identified variables during coding. 6. Map out representations: such as decision mapping and mental models.

Reliability and Validity

Reliability : Because of the human nature of researchers, coding errors can never be eliminated but only minimized. Generally, 80% is an acceptable margin for reliability. Three criteria comprise the reliability of a content analysis:

Stability: the tendency for coders to consistently re-code the same data in the same way over a period of time.

Reproducibility: tendency for a group of coders to classify categories membership in the same way.

Accuracy: extent to which the classification of text corresponds to a standard or norm statistically.

Validity : Three criteria comprise the validity of a content analysis:

Closeness of categories: this can be achieved by utilizing multiple classifiers to arrive at an agreed upon definition of each specific category. Using multiple classifiers, a concept category that may be an explicit variable can be broadened to include synonyms or implicit variables.

Conclusions: What level of implication is allowable? Do conclusions correctly follow the data? Are results explainable by other phenomena? This becomes especially problematic when using computer software for analysis and distinguishing between synonyms. For example, the word “mine,” variously denotes a personal pronoun, an explosive device, and a deep hole in the ground from which ore is extracted. Software can obtain an accurate count of that word’s occurrence and frequency, but not be able to produce an accurate accounting of the meaning inherent in each particular usage. This problem could throw off one’s results and make any conclusion invalid.

Generalizability of the results to a theory: dependent on the clear definitions of concept categories, how they are determined and how reliable they are at measuring the idea one is seeking to measure. Generalizability parallels reliability as much of it depends on the three criteria for reliability.

Advantages of Content Analysis

Directly examines communication using text

Allows for both qualitative and quantitative analysis

Provides valuable historical and cultural insights over time

Allows a closeness to data

Coded form of the text can be statistically analyzed

Unobtrusive means of analyzing interactions

Provides insight into complex models of human thought and language use

When done well, is considered a relatively “exact” research method

Content analysis is a readily-understood and an inexpensive research method

A more powerful tool when combined with other research methods such as interviews, observation, and use of archival records. It is very useful for analyzing historical material, especially for documenting trends over time.

Disadvantages of Content Analysis

Can be extremely time consuming

Is subject to increased error, particularly when relational analysis is used to attain a higher level of interpretation

Is often devoid of theoretical base, or attempts too liberally to draw meaningful inferences about the relationships and impacts implied in a study

Is inherently reductive, particularly when dealing with complex texts

Tends too often to simply consist of word counts

Often disregards the context that produced the text, as well as the state of things after the text is produced

Can be difficult to automate or computerize

Textbooks & Chapters  

Berelson, Bernard. Content Analysis in Communication Research.New York: Free Press, 1952.

Busha, Charles H. and Stephen P. Harter. Research Methods in Librarianship: Techniques and Interpretation.New York: Academic Press, 1980.

de Sola Pool, Ithiel. Trends in Content Analysis. Urbana: University of Illinois Press, 1959.

Krippendorff, Klaus. Content Analysis: An Introduction to its Methodology. Beverly Hills: Sage Publications, 1980.

Fielding, NG & Lee, RM. Using Computers in Qualitative Research. SAGE Publications, 1991. (Refer to Chapter by Seidel, J. ‘Method and Madness in the Application of Computer Technology to Qualitative Data Analysis’.)

Methodological Articles  

Hsieh HF & Shannon SE. (2005). Three Approaches to Qualitative Content Analysis.Qualitative Health Research. 15(9): 1277-1288.

Elo S, Kaarianinen M, Kanste O, Polkki R, Utriainen K, & Kyngas H. (2014). Qualitative Content Analysis: A focus on trustworthiness. Sage Open. 4:1-10.

Application Articles  

Abroms LC, Padmanabhan N, Thaweethai L, & Phillips T. (2011). iPhone Apps for Smoking Cessation: A content analysis. American Journal of Preventive Medicine. 40(3):279-285.

Ullstrom S. Sachs MA, Hansson J, Ovretveit J, & Brommels M. (2014). Suffering in Silence: a qualitative study of second victims of adverse events. British Medical Journal, Quality & Safety Issue. 23:325-331.

Owen P. (2012).Portrayals of Schizophrenia by Entertainment Media: A Content Analysis of Contemporary Movies. Psychiatric Services. 63:655-659.

Choosing whether to conduct a content analysis by hand or by using computer software can be difficult. Refer to ‘Method and Madness in the Application of Computer Technology to Qualitative Data Analysis’ listed above in “Textbooks and Chapters” for a discussion of the issue.

QSR NVivo:  http://www.qsrinternational.com/products.aspx

Atlas.ti:  http://www.atlasti.com/webinars.html

R- RQDA package:  http://rqda.r-forge.r-project.org/

Rolly Constable, Marla Cowell, Sarita Zornek Crawford, David Golden, Jake Hartvigsen, Kathryn Morgan, Anne Mudgett, Kris Parrish, Laura Thomas, Erika Yolanda Thompson, Rosie Turner, and Mike Palmquist. (1994-2012). Ethnography, Observational Research, and Narrative Inquiry. Writing@CSU. Colorado State University. Available at: https://writing.colostate.edu/guides/guide.cfm?guideid=63 .

As an introduction to Content Analysis by Michael Palmquist, this is the main resource on Content Analysis on the Web. It is comprehensive, yet succinct. It includes examples and an annotated bibliography. The information contained in the narrative above draws heavily from and summarizes Michael Palmquist’s excellent resource on Content Analysis but was streamlined for the purpose of doctoral students and junior researchers in epidemiology.

At Columbia University Mailman School of Public Health, more detailed training is available through the Department of Sociomedical Sciences- P8785 Qualitative Research Methods.

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How to do a content analysis

Content analysis illustration

What is content analysis?

Why would you use a content analysis, types of content analysis, conceptual content analysis, relational content analysis, reliability and validity, reliability, the advantages and disadvantages of content analysis, a step-by-step guide to conducting a content analysis, step 1: develop your research questions, step 2: choose the content you’ll analyze, step 3: identify your biases, step 4: define the units and categories of coding, step 5: develop a coding scheme, step 6: code the content, step 7: analyze the results, frequently asked questions about content analysis, related articles.

In research, content analysis is the process of analyzing content and its features with the aim of identifying patterns and the presence of words, themes, and concepts within the content. Simply put, content analysis is a research method that aims to present the trends, patterns, concepts, and ideas in content as objective, quantitative or qualitative data , depending on the specific use case.

As such, some of the objectives of content analysis include:

  • Simplifying complex, unstructured content.
  • Identifying trends, patterns, and relationships in the content.
  • Determining the characteristics of the content.
  • Identifying the intentions of individuals through the analysis of the content.
  • Identifying the implied aspects in the content.

Typically, when doing a content analysis, you’ll gather data not only from written text sources like newspapers, books, journals, and magazines but also from a variety of other oral and visual sources of content like:

  • Voice recordings, speeches, and interviews.
  • Web content, blogs, and social media content.
  • Films, videos, and photographs.

One of content analysis’s distinguishing features is that you'll be able to gather data for research without physically gathering data from participants. In other words, when doing a content analysis, you don't need to interact with people directly.

The process of doing a content analysis usually involves categorizing or coding concepts, words, and themes within the content and analyzing the results. We’ll look at the process in more detail below.

Typically, you’ll use content analysis when you want to:

  • Identify the intentions, communication trends, or communication patterns of an individual, a group of people, or even an institution.
  • Analyze and describe the behavioral and attitudinal responses of individuals to communications.
  • Determine the emotional or psychological state of an individual or a group of people.
  • Analyze the international differences in communication content.
  • Analyzing audience responses to content.

Keep in mind, though, that these are just some examples of use cases where a content analysis might be appropriate and there are many others.

The key thing to remember is that content analysis will help you quantify the occurrence of specific words, phrases, themes, and concepts in content. Moreover, it can also be used when you want to make qualitative inferences out of the data by analyzing the semantic meanings and interrelationships between words, themes, and concepts.

In general, there are two types of content analysis: conceptual and relational analysis . Although these two types follow largely similar processes, their outcomes differ. As such, each of these types can provide different results, interpretations, and conclusions. With that in mind, let’s now look at these two types of content analysis in more detail.

With conceptual analysis, you’ll determine the existence of certain concepts within the content and identify their frequency. In other words, conceptual analysis involves the number of times a specific concept appears in the content.

Conceptual analysis is typically focused on explicit data, which means you’ll focus your analysis on a specific concept to identify its presence in the content and determine its frequency.

However, when conducting a content analysis, you can also use implicit data. This approach is more involved, complicated, and requires the use of a dictionary, contextual translation rules, or a combination of both.

No matter what type you use, conceptual analysis brings an element of quantitive analysis into a qualitative approach to research.

Relational content analysis takes conceptual analysis a step further. So, while the process starts in the same way by identifying concepts in content, it doesn’t focus on finding the frequency of these concepts, but rather on the relationships between the concepts, the context in which they appear in the content, and their interrelationships.

Before starting with a relational analysis, you’ll first need to decide on which subcategory of relational analysis you’ll use:

  • Affect extraction: With this relational content analysis approach, you’ll evaluate concepts based on their emotional attributes. You’ll typically assess these emotions on a rating scale with higher values assigned to positive emotions and lower values to negative ones. In turn, this allows you to capture the emotions of the writer or speaker at the time the content is created. The main difficulty with this approach is that emotions can differ over time and across populations.
  • Proximity analysis: With this approach, you’ll identify concepts as in conceptual analysis, but you’ll evaluate the way in which they occur together in the content. In other words, proximity analysis allows you to analyze the relationship between concepts and derive a concept matrix from which you’ll be able to develop meaning. Proximity analysis is typically used when you want to extract facts from the content rather than contextual, emotional, or cultural factors.
  • Cognitive mapping: Finally, cognitive mapping can be used with affect extraction or proximity analysis. It’s a visualization technique that allows you to create a model that represents the overall meaning of content and presents it as a graphic map of the relationships between concepts. As such, it’s also commonly used when analyzing the changes in meanings, definitions, and terms over time.

Now that we’ve seen what content analysis is and looked at the different types of content analysis, it’s important to understand how reliable it is as a research method . We’ll also look at what criteria impact the validity of a content analysis.

There are three criteria that determine the reliability of a content analysis:

  • Stability . Stability refers to the tendency of coders to consistently categorize or code the same data in the same way over time.
  • Reproducibility . This criterion refers to the tendency of coders to classify categories membership in the same way.
  • Accuracy . Accuracy refers to the extent to which the classification of content corresponds to a specific standard.

Keep in mind, though, that because you’ll need to code or categorize the concepts you’ll aim to identify and analyze manually, you’ll never be able to eliminate human error. However, you’ll be able to minimize it.

In turn, three criteria determine the validity of a content analysis:

  • Closeness of categories . This is achieved by using multiple classifiers to get an agreed-upon definition for a specific category by using either implicit variables or synonyms. In this way, the category can be broadened to include more relevant data.
  • Conclusions . Here, it’s crucial to decide what level of implication will be allowable. In other words, it’s important to consider whether the conclusions are valid based on the data or whether they can be explained using some other phenomena.
  • Generalizability of the results of the analysis to a theory . Generalizability comes down to how you determine your categories as mentioned above and how reliable those categories are. In turn, this relies on how accurately the categories are at measuring the concepts or ideas that you’re looking to measure.

Considering everything mentioned above, there are definite advantages and disadvantages when it comes to content analysis:

AdvantagesDisadvantages

It doesn’t require physical interaction with any participant, or, in other words, it’s unobtrusive. This means that the presence of a researcher is unlikely to influence the results. As a result, there are also fewer ethical concerns compared to some other analysis methods.

It always involves an element of subjective interpretation. In many cases, it’s criticized for being too subjective and not scientifically rigorous enough. Fortunately, when applying the criteria of reliability and validity, researchers can produce accurate results with content analysis.

It uses a systematic and transparent approach to gathering data. When done correctly, content analysis is easily repeatable by other researchers, which, in turn, leads to more reliable results.

It’s inherently reductive. In other words, by focusing only on specific concepts, words, or themes, researchers will often disregard any context, nuances, or deeper meaning to the content.

Because researchers are able to conduct content analysis in any location, at any time, and at a lower cost compared to many other analysis methods, it’s typically more flexible.

Although it offers researchers an inexpensive and flexible approach to gathering and analyzing data, coding or categorizing a large number of concepts is time-consuming.

It allows researchers to effectively combine quantitative and qualitative analysis into one approach, which then results in a more rigorous scientific analysis of the data.

Coding can be challenging to automate, which means the process largely relies on manual processes.

Let’s now look at the steps you’ll need to follow when doing a content analysis.

The first step will always be to formulate your research questions. This is simply because, without clear and defined research questions, you won’t know what question to answer and, by implication, won’t be able to code your concepts.

Based on your research questions, you’ll then need to decide what content you’ll analyze. Here, you’ll use three factors to find the right content:

  • The type of content . Here you’ll need to consider the various types of content you’ll use and their medium like, for example, blog posts, social media, newspapers, or online articles.
  • What criteria you’ll use for inclusion . Here you’ll decide what criteria you’ll use to include content. This can, for instance, be the mentioning of a certain event or advertising a specific product.
  • Your parameters . Here, you’ll decide what content you’ll include based on specified parameters in terms of date and location.

The next step is to consider your own pre-conception of the questions and identify your biases. This process is referred to as bracketing and allows you to be aware of your biases before you start your research with the result that they’ll be less likely to influence the analysis.

Your next step would be to define the units of meaning that you’ll code. This will, for example, be the number of times a concept appears in the content or the treatment of concept, words, or themes in the content. You’ll then need to define the set of categories you’ll use for coding which can be either objective or more conceptual.

Based on the above, you’ll then organize the units of meaning into your defined categories. Apart from this, your coding scheme will also determine how you’ll analyze the data.

The next step is to code the content. During this process, you’ll work through the content and record the data according to your coding scheme. It’s also here where conceptual and relational analysis starts to deviate in relation to the process you’ll need to follow.

As mentioned earlier, conceptual analysis aims to identify the number of times a specific concept, idea, word, or phrase appears in the content. So, here, you’ll need to decide what level of analysis you’ll implement.

In contrast, with relational analysis, you’ll need to decide what type of relational analysis you’ll use. So, you’ll need to determine whether you’ll use affect extraction, proximity analysis, cognitive mapping, or a combination of these approaches.

Once you’ve coded the data, you’ll be able to analyze it and draw conclusions from the data based on your research questions.

Content analysis offers an inexpensive and flexible way to identify trends and patterns in communication content. In addition, it’s unobtrusive which eliminates many ethical concerns and inaccuracies in research data. However, to be most effective, a content analysis must be planned and used carefully in order to ensure reliability and validity.

The two general types of content analysis: conceptual and relational analysis . Although these two types follow largely similar processes, their outcomes differ. As such, each of these types can provide different results, interpretations, and conclusions.

In qualitative research coding means categorizing concepts, words, and themes within your content to create a basis for analyzing the results. While coding, you work through the content and record the data according to your coding scheme.

Content analysis is the process of analyzing content and its features with the aim of identifying patterns and the presence of words, themes, and concepts within the content. The goal of a content analysis is to present the trends, patterns, concepts, and ideas in content as objective, quantitative or qualitative data, depending on the specific use case.

Content analysis is a qualitative method of data analysis and can be used in many different fields. It is particularly popular in the social sciences.

It is possible to do qualitative analysis without coding, but content analysis as a method of qualitative analysis requires coding or categorizing data to then analyze it according to your coding scheme in the next step.

how to conduct content analysis in qualitative research

How To Conduct Content Analysis: A Comprehensive Guide

Unlock hidden meanings! Learn how to conduct content analysis, determining the presence of words, themes, or concepts in your data.

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Content analysis, a diverse research method, provides an organized approach for dissecting and comprehending communication in its multiple forms. Whether evaluating textual documents, visual images, social media content, or audio recordings, content analysis provides researchers with the tools they need to discover hidden meanings, identify common themes, and expose underlying patterns in varied datasets. 

Through this guide, researchers will understand how to conduct content analysis. This guide aims to serve as a beacon for researchers navigating the complicated landscape of content analysis, providing not only a thorough definition and explanation of its significance, but also practical insights into its application across qualitative and quantitative research paradigms. As methods of communication expand and diversify, knowing and mastering content analysis becomes increasingly important for researchers looking to delve deeper into the complexities of human expression and societal dynamics.

Understanding Content Analysis

As previously stated, content analysis is a robust research process used to evaluate and interpret various types of communication, including text and images, with meticulous attention to detail. 

Before understanding how to conduct content analysis, it’s important to recognize the profound significance this methodology holds in both qualitative and quantitative research paradigms, offering unique advantages and insights to researchers across diverse disciplines.

Related article: Research Paradigm: An Introduction with Examples

Content Analysis On Qualitative Research

  • Exploration of Complex Phenomena: Qualitative research seeks to understand both the breadth and depth of human experiences, points of view, and behaviors. Content analysis is a systematic method for analyzing textual, visual, or audio data, allowing researchers to identify complex meanings, patterns, and themes in qualitative information.
  • Comprehending Context and Culture: A common goal of qualitative research is to comprehend phenomena with regard to their sociocultural environment. Researchers can study how language, symbols, and representations are created and understood within certain social or cultural contexts by using content analysis.
  • Theory Building and Grounded Theory: Grounded theory methods, which allow researchers to construct theories based on empirical data, heavily rely on content analysis. Through methodical examination of qualitative data, researchers can identify emerging themes, enhance theoretical frameworks, and formulate theories based on empirical findings.
  • Flexibility and Adaptability: Researchers can customize their approach to the details of their research setting by using content analysis, which provides flexibility in data collecting and analysis. Content analysis can be tailored to accommodate a diverse array of qualitative data sources, including but not limited to interview transcripts, social media posts, and historical documents.

Content Analysis On Quantitative Research

  • Standardization and Objectivity: When gathering and analyzing data, quantitative research places a strong emphasis on standardization and objectivity. Textual or visual material can be methodically coded and categorized into quantifiable characteristics by researchers using content analysis, which offers an organized framework for quantifying qualitative data.
  • Large-Scale Data Analysis: Content analysis can be scaled up to analyze large volumes of data efficiently. Researchers can examine large datasets and reach statistically significant conclusions by using quantitative content analysis, whether the dataset is online forums, news articles, or survey replies.
  • Comparative Analysis and Generalizability: Researchers can find trends, patterns, or discrepancies in content across several contexts by using quantitative content analysis to assist comparative study across texts or historical periods. By quantifying textual data, researchers can also assess the generalizability of findings to broader populations or phenomena.
  • Integration with Statistical Methods: To improve data analysis and interpretation, quantitative content analysis can be combined with statistical techniques. Techniques such as frequency counts, chi-square tests, or regression analysis can be applied to analyze coded content and test hypotheses derived from theoretical frameworks.

Types Of Content Analysis

  • Manifest Content Analysis: Manifest content analysis focuses on analyzing the explicit, surface-level content of communication. It involves identifying and categorizing visible, tangible elements such as words, phrases, or images within the text or other forms of media. The goal is to describe and quantify the visible characteristics of communication without delving into deeper meanings or interpretations.
  • Latent Content Analysis: Latent content analysis goes beyond the explicit content to uncover underlying meanings, themes, and interpretations embedded within the communication. It involves interpreting the implicit, hidden messages, symbols, or metaphors conveyed through language, imagery, or other forms of representation. The aim is to uncover deeper insights into the underlying motives, beliefs, or attitudes reflected in the communication.
  • Thematic Analysis: Thematic analysis involves identifying, analyzing, and interpreting recurring themes or patterns within the content. It focuses on discovering commonalities, differences, and relationships between concepts or ideas expressed within the communication. The goal is to uncover overarching themes or conceptual categories that capture the essence of the data and provide insights into the underlying phenomena being studied.
  • Narrative Analysis: Narrative analysis focuses on analyzing the structure, content, and meaning of narratives or stories within the communication. It involves examining the plot, characters, settings, and other narrative elements to uncover the underlying themes, ideologies, or cultural meanings embedded within the stories. The aim is to understand how narratives shape identity, culture, and social discourse.
  • Discourse Analysis: Discourse analysis examines the language, rhetoric, and power dynamics inherent in communication practices. It involves analyzing how language is used to construct social realities, shape identities, and negotiate power relations within specific contexts. The goal is to uncover how language structures and reflects social norms, ideologies, and power dynamics within society.
  • Visual Content Analysis: Visual content analysis focuses on analyzing visual elements such as images, symbols, or graphics within communication media. It involves examining the composition, content, and meaning of visual representations to uncover underlying themes, messages, or cultural meanings conveyed through imagery. The aim is to understand how visuals influence perception, cognition, and communication processes.

Preparing For Content Analysis

Before embarking on the journey of content analysis, researchers must lay a solid groundwork by carefully selecting materials for analysis and defining clear categories for coding. This preparatory phase is crucial for ensuring the relevance, reliability, and validity of the content analysis process.

Material Selection

Criteria for choosing materials.

  • Relevance to Research Objectives: Select materials that are directly relevant to the research questions or objectives. Ensure that the content aligns with the scope and focus of the study.
  • Diversity and Representation: Choose materials that provide a diverse range of perspectives, viewpoints, or contexts relevant to the research topic. Seek to include a variety of sources to capture different dimensions of the phenomenon under study.
  • Accessibility and Availability: Prioritize materials that are readily accessible and available for analysis. Consider factors such as copyright restrictions, data availability, and ethical considerations when selecting materials.
  • Quality and Authenticity: Verify the credibility and authenticity of the materials to ensure the accuracy and reliability of the data. Use reputable sources and validate the authenticity of primary data sources where applicable.

How To Acquire Materials

  • Literature Review: Conduct a comprehensive literature review to identify relevant sources, studies, or datasets related to the research topic. Utilize academic databases, libraries, and online repositories to access scholarly articles, books, reports, and other relevant materials.

Also read: What is a literature review? Get the concept and start using it

  • Data Collection: Collect primary data through methods such as interviews, surveys, observations, or document analysis, depending on the research design. Use systematic sampling techniques to ensure representativeness and diversity in the selection of materials.
  • Digital Sources: Explore digital sources such as online databases, social media platforms, websites, or multimedia archives to access digital content for analysis. Use web scraping tools, APIs, or data extraction techniques to gather digital data in a structured format.
  • Ethical Considerations: Adhere to ethical guidelines and obtain necessary permissions or approvals for accessing and using copyrighted materials or sensitive data. Protect the privacy and confidentiality of participants and respect intellectual property rights when acquiring materials for analysis.

Defining And Identifying Categories

How to define categories.

  • Define Research Objectives: Clarify the research questions, objectives, and hypotheses to guide the development of coding categories. Determine the key concepts, themes, or variables of interest that will be coded and analyzed.
  • Conduct Preliminary Analysis: Review the selected materials to identify recurring patterns, themes, or topics relevant to the research focus. Use open coding techniques to generate initial categories based on the content of the materials.
  • Conceptualize Categories: Organize the initial codes into conceptual categories or thematic domains that encapsulate the main dimensions of the phenomenon under study. Group related codes together and refine the category labels to ensure clarity and coherence.
  • Establish Coding Rules: Develop clear and concise coding rules or definitions for each category to guide the coding process. Define inclusion and exclusion criteria, coding criteria, and examples to illustrate the application of each category.
  • Pilot Test Categories: Conduct a pilot test or inter-coder reliability assessment to evaluate the clarity, reliability, and validity of the coding categories. Revise and refine the categories based on feedback from pilot testing to improve coding consistency and accuracy.

Best Practices To Identify Categories

  • Iterative Process: Approach category development as an iterative process, refining and revising categories based on ongoing analysis and feedback. Continuously review and update categories to capture emerging themes or insights.
  • Triangulation: Use multiple sources of data or multiple coders to triangulate findings and ensure the reliability and validity of coding categories. Compare and cross-reference coding results to identify discrepancies or inconsistencies.
  • Peer Review: Seek feedback from colleagues, mentors, or experts in the field to validate the relevance and appropriateness of coding categories. Engage in peer review sessions to discuss and refine coding schemes collaboratively.
  • Reflexivity: Maintain reflexivity throughout the category development process, critically reflecting on your assumptions, biases, and interpretations. Consider alternative perspectives and interpretations to enhance the richness and depth of coding categories.
  • Consult Existing Frameworks: Draw upon existing theoretical frameworks, conceptual models, or coding schemes relevant to the research topic. Adapt and modify existing frameworks to suit the specific context and objectives of the study.

How To Conduct Content Analysis

Mastering content analysis empowers researchers to uncover insights and contribute to scholarly discourse across various disciplines. By following the guidelines outlined in this guide, researchers can conduct meaningful analyses that advance knowledge and inform decision-making processes.

Coding Content

To create an effective coding system, start by identifying the key concepts, themes, or variables you want to analyze within your content. Develop clear and concise code definitions and coding rules to guide the coding process. Ensure that your coding system is comprehensive, covering all relevant aspects of the content you are analyzing. Once your coding system is in place, apply it consistently and systematically to the entire dataset.

Let’s say you’re conducting a content analysis on customer reviews of a product. Your coding system may include categories such as “product quality,” “customer service,” and “value for money.” As you analyze each review, you’ll assign codes to relevant segments of text based on these categories. For example, a positive comment about the product’s durability may be coded under “product quality,” while a complaint about slow shipping may be coded under “customer service.”

Analyzing And Interpreting Results

Once you’ve coded your content, you can begin analyzing it to identify patterns, trends, and insights. Common techniques for analyzing content include frequency analysis, thematic analysis, and comparative analysis. Use these techniques to uncover key themes, relationships between variables, and variations across different segments of your dataset.

When interpreting your content analysis results, consider the context in which the content was produced and the characteristics of your sample. Look for overarching patterns and trends, but also pay attention to outliers or unexpected findings. Consider how your findings relate to existing literature and theories in your field, and be transparent about any limitations or biases in your analysis.

Validating The Results

Validating results in content analysis involves assessing the reliability and validity of your findings to ensure they accurately reflect the underlying content. This may include measures to ensure inter-coder reliability, triangulation with other data sources, and sensitivity analyses to test the robustness of your results.

Common methods used to validate results in content analysis include inter-coder reliability tests, where multiple coders independently code a subset of the data to assess consistency. Triangulation involves comparing findings from content analysis with other methods or sources of data to confirm or refute conclusions. Additionally, sensitivity analyses involve testing the impact of different coding decisions or analytical approaches on the results to assess their robustness.

Reporting Findings

In reporting findings, researchers distill the essence of their content analysis, presenting insights and conclusions clearly and concisely. This section is a very important part of how to conduct content analysis, as it provides guidance on structuring reports, writing effectively, and using visual aids to convey results with clarity and impact.

Writing And Structuring The Report

When writing your content analysis report, start by clearly stating your research objectives and methodology. Present your findings in a logical and organized manner, using descriptive statistics, tables, and visual aids to support your analysis. Discuss the implications of your findings for theory, practice, or policy, and conclude by summarizing the key insights and contributions of your study.

An effective content analysis report should be concise, clear, and well-structured. Use headings and subheadings to guide the reader through the report, and provide sufficient detail to support your conclusions. Be transparent about your methods and any limitations of your analysis, and use language that is accessible to your intended audience.

Organize your report into sections that mirror the steps of your content analysis process, such as coding, analysis, and interpretation. Use descriptive titles and subheadings to clearly delineate each section, and provide ample context and explanation for your findings. Consider including visual aids such as charts or graphs to enhance the clarity and readability of your report.

Visualising Data

Visualizing data is an effective way to communicate your findings and insights to your audience. Common visualizations used in content analysis include bar charts, pie charts, line graphs, and heat maps. Choose the visualization method that best represents the patterns and trends in your data and is most suitable for your audience.

Consider the nature of your data and the preferences of your audience when selecting visualization methods. For example, bar charts are useful for comparing frequencies or proportions across categories, while line graphs are suitable for showing trends over time. Choose visualization methods that are intuitive, informative, and visually appealing to effectively convey your content analysis results.

Related article: Art Of Describing Graphs And Representing Numbers Visually

Tips For A Successful Content Analysis

  • Document Your Process: Keeping detailed records of your content analysis process can prove invaluable, aiding in transparency, reproducibility, and troubleshooting. Record decisions made during material selection, category definition, and coding, as well as any challenges encountered and their resolutions. This documentation not only enhances the rigor of your analysis but also facilitates communication with collaborators and reviewers.
  • Embrace Iteration: Content analysis is rarely a linear process. Embrace iteration and refinement throughout each stage, from material selection to reporting findings. Regularly revisit and revise coding categories, analytical techniques, and interpretations in response to emerging insights or challenges. Iterative refinement ensures that your analysis remains dynamic and responsive to the complexities of the data.
  • Utilize Software Tools: While content analysis can be conducted manually, leveraging software tools can streamline and enhance the process. Explore software options tailored to content analysis tasks, such as qualitative data analysis software (QDAS) or text analysis tools. These tools often offer features for organizing data, coding text, and visualizing results, saving time and enhancing analytical capabilities.
  • Prioritize Inter-Coder Reliability: Inter-coder reliability, or the consistency of coding among multiple coders, is crucial for ensuring the validity and reliability of your analysis. Prioritize inter-coder reliability assessments early in the process, involving multiple coders in coding tasks and comparing their results. Establishing clear coding guidelines and conducting regular reliability checks can mitigate discrepancies and enhance the credibility of your findings.
  • Consider Cultural Sensitivity: When analyzing content that reflects cultural or linguistic diversity, it’s essential to approach the process with sensitivity and awareness. Consider the cultural context of the content, including language nuances, symbolism, and cultural norms, when interpreting and coding data. Engage with diverse perspectives and seek input from stakeholders to ensure that your analysis accurately reflects the complexity of the cultural landscape.
  • Be Mindful of Bias: Conscious and unconscious biases can influence every stage of the content analysis process, from material selection to interpretation of results. Stay vigilant for biases related to personal beliefs, disciplinary perspectives, or preconceived notions about the topic under study. Implement strategies to mitigate bias, such as peer review, reflexivity exercises, and triangulation with multiple data sources.
  • Foster Collaboration: Content analysis can benefit from interdisciplinary collaboration and diverse perspectives. Engage with colleagues, mentors, or experts from different fields to enrich your analysis and challenge assumptions. Collaborative approaches can foster creativity, rigor, and innovation, leading to more robust and nuanced findings.
  • Stay Open to Serendipity: While content analysis often involves systematic data collection and analysis, don’t overlook the potential for serendipitous discoveries. Remain open to unexpected insights, patterns, or connections that emerge during the analysis process. Serendipity can lead to novel research directions, enriching your understanding of the phenomenon under study.

Science Figures, Graphical Abstracts, And Infographics For Your Research

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8-step procedure to conduct qualitative content analysis in a research

A study by Ary et al. (1996) categorized qualitative research/method into two distinct forms. Firstly participant observation, where the researcher is a participant of the study. Secondly non-participant observation, where the researcher observes but does not participate. It is in this non-participant observation where one can use the content analysis approach.

“A research method for the subjective interpretation of the content of text data through the systematic classification process of coding and identifying themes or patterns ”-   Hsieh & Shannon (2005; p.1278).

The content analysis unlike statistical analysis does not measure or quantify patterns. It is based on interpreting opinions and perspectives of various subjects. Content analysis takes into following elements when analyzing issues:

Major elements to take into consideration while conducting a content analysis

Steps of content analysis

Content analysis in qualitative research is carried out by recording the communication between the researcher and its subjects. One can use different modes such as transcripts of interviews/discourses, protocols of observation, video tapes and written documents for communication. Its strength lies in its stringent methodological control and step-by-step analysis of material. In other words every element in the data collected is categorized into themes which are identified through secondary literature. The method of the analysis comprises following 8 steps:

  • All the data collected be transcribed or not.
  • Should verbalizations be transcribed literally.
  • Should observations be transcribed as well.
  • Defining the unit or theme of analysis: Unit or theme of analysis means classifying the content into themes which can be a word, phrase or a sentence. When deciding the unit of analysis, one theme should present an “idea”. This means the data related to the theme has to be added under that unit. Furthermore, unit or themes should be based on the objectives of the study.
  • Developing categories and coding scheme : Next step is to develop sub-categories and coding scheme for the analysis. This is derived from three sources, the primary data, theories on similar topic and empirical studies. Since the qualitative content analysis can be based on both inductive and deductive approach, the categories and codes needs to be developed based on the approach adopted.In case of deductive approach, it is important to link the interpretations with the existing theories in order to draw inferences. However, in case of inductive approach the objective is to develop new theories. So, it is important to evaluate secondary sources in order to stimulate original ideas. In order to ensure consistency in the codes, the categories as per their properties with examples has to be defined.
  • Pre-testing the coding scheme on sample : Like quantitative data, pre-testing qualitative data is also important. In order to ensure consistency, members of the research team need to code the sample of existing data. If the level of consistency is low across researchers then re-coding has to be done again.
  • Coding all the text : After the coding consistency in the previous stage, it is important to apply the coding process to the data.
  • Assessing the consistency of coding employed : After coding the whole data set validity and reliability  should be checked.
  • Drawing inferences on the basis of coding or themes:  In this step, one has to draw inferences on the basis of codes and categories generated. It is important to explore the properties, dimensions and identify the relationship and uncover patterns in order to present the analysis.
  • Presentation of results: To present the results under each theme with conclusions the results should be supported by secondary data and quotes from the developed code. Further, based on the analysis, the researcher can also present the results in the form of graphs, matrices, or conceptual frameworks. The results should be presented in such a way that the reader is able to understand the basis of interpretations.

Computer-assisted qualitative content analysis

In conclusion ,qualitative data, like quantitative data can be huge. In such cases assistance from computer programs is required in order to reduce the complexity of analysis. Among various tools the most common are NVivo or Atlas. These tools have several features, which helps in coding and development of the nodes. This also enables visual presentation of interpretations drawn from the content.

  • Berg, B.L. (2001). Qualitative Research Methods for the Social Sciences. Boston: Allyn and Bacon.
  • Bradley, J. (1993). Methodological issues and practices in qualitative research. Library Quarterly, 63(4), 431-449.
  • Glaser, B.G., & Strauss, A.L. (1967). The Discovery of Grounded Theory: Strategies for Qualitative Research. New York: Aldine.
  • Hsieh, H.-F., & Shannon, S.E. (2005). Three approaches to qualitative content analysis. Qualitative Health Research, 15(9), 1277-1288. Available on :  http://qhr.sagepub.com/content/15/9/1277.short?rss=1&ssource=mfc
  • Miles, M., & Huberman, A.M. (1994). Qualitative Data Analysis. Thousand Oaks, CA: Sage Publications.
  • Patton, M.Q. (2002). Qualitative Research and Evaluation Methods. Thousand Oaks, CA: Sage.
  • Weber, R.P. (1990). Basic Content Analysis. Newbury Park, CA: Sage Publications.
  • Priya Chetty

I am a management graduate with specialisation in Marketing and Finance. I have over 12 years' experience in research and analysis. This includes fundamental and applied research in the domains of management and social sciences. I am well versed with academic research principles. Over the years i have developed a mastery in different types of data analysis on different applications like SPSS, Amos, and NVIVO. My expertise lies in inferring the findings and creating actionable strategies based on them. 

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Analyst Answers

Data & Finance for Work & Life

content analysis

Qualitative Content Analysis: a Simple Guide with Examples

Content analysis is a type of qualitative research (as opposed to quantitative research) that focuses on analyzing content in various mediums, the most common of which is written words in documents.

It’s a very common technique used in academia, especially for students working on theses and dissertations, but here we’re going to talk about how companies can use qualitative content analysis to improve their processes and increase revenue.

Whether you’re new to content analysis or a seasoned professor, this article provides all you need to know about how data analysts use content analysis to improve their business. It will also help you understand the relationship between content analysis and natural language processing — what some even call natural language content analysis.

Don’t forget, you can get the free Intro to Data Analysis eBook , which will ensure you build the right practical skills for success in your analytical endeavors.

What is qualitative content analysis, and what is it used for?

Any content analysis definition must consist of at least these three things: qualitative language , themes , and quantification .

In short, content analysis is the process of examining preselected words in video, audio, or written mediums and their context to identify themes, then quantifying them for statistical analysis in order to draw conclusions. More simply, it’s counting how often you see two words close to each other.

For example, let’s say I place in front of you an audio bit, a old video with a static image, and a document with lots of text but no titles or descriptions. At the start, you would have no idea what any of it was about.

Let’s say you transpose the video and audio recordings on paper. Then you use a counting software to count the top ten most used words, excluding prepositions (of, over, to, by) and articles (the, a), conjunctions (and, but, or) and other common words like “very.”

Your results are that the top 5 words are “candy,” “snow,” “cold,” and “sled.” These 5 words appear at least 25 times each, and the next highest word appears only 4 times. You also find that the words “snow” and “sled” appear adjacent to each other 95% of the time that “snow” appears.

Well, now you have performed a very elementary qualitative content analysis .

This means that you’re probably dealing with a text in which snow sleds are important. Snow sleds, thus, become a theme in these documents, which goes to the heart of qualitative content analysis.

The goal of qualitative content analysis is to organize text into a series of themes . This is opposed to quantitative content analysis, which aims to organize the text into categories .

Types of qualitative content analysis

If you’ve heard about content analysis, it was most likely in an academic setting. The term itself is common among PhD students and Masters students writing their dissertations and theses. In that context, the most common type of content analysis is document analysis.

There are many types of content analysis , including:

  • Short- and long-form survey questions
  • Focus group transcripts
  • Interview transcripts
  • Legislature
  • Public records
  • Comments sections
  • Messaging platforms

This list gives you an idea for the possibilities and industries in which qualitative content analysis can be applied.

For example, marketing departments or public relations groups in major corporations might collect survey, focus groups, and interviews, then hand off the information to a data analyst who performs the content analysis.

A political analysis institution or Think Tank might look at legislature over time to identify potential emerging themes based on their slow introduction into policy margins. Perhaps it’s possible to identify certain beliefs in the senate and house of representatives before they enter the public discourse.

Non-governmental organizations (NGOs) might perform an analysis on public records to see how to better serve their constituents. If they have access to public records, it would be possible to identify citizen characteristics that align with their goal.

Analysis logic: inductive vs deductive

There are two types of logic we can apply to qualitative content analysis: inductive and deductive. Inductive content analysis is more of an exploratory approach. We don’t know what patterns or ideas we’ll discover, so we go in with an open mind.

On the other hand, deductive content analysis involves starting with an idea and identifying how it appears in the text. For example, we may approach legislation on wildlife by looking for rules on hunting. Perhaps we think hunting with a knife is too dangerous, and we want to identify trends in the text.

Neither one is better per se, and they each have carry value in different contexts. For example, inductive content analysis is advantageous in situations where we want to identify author intent. Going in with a hypothesis can bias the way we look at the data, so the inductive method is better

Deductive content analysis is better when we want to target a term. For example, if we want to see how important knife hunting is in the legislation, we’re doing deductive content analysis.

Measurements: idea coding vs word frequency

Two main methodologies exist for analyzing the text itself: coding and word frequency. Idea coding is the manual process of reading through a text and “coding” ideas in a column on the right. The reason we call this coding is because we take ideas and themes expressed in many words, and turn them into one common phrase. This allows researchers to better understand how those ideas evolve. We will look at how to do this in word below.

In short, coding in the context qualitative content analysis follows 2 steps:

  • Reading through the text one time
  • Adding 2-5 word summaries each time a significant theme or idea appears

Word frequency is simply counting the number of times a word appears in a text, as well as its proximity to other words. In our “snow sled” example above, we counted the number of times a word appeared, as well as how often it appeared next to other words. There’s are online tool for this we’ll look at below.

In short, word frequency in the context of content analysis follows 2 steps:

  • Decide whether you want to find a word, or just look at the most common words
  • Use word’s Replace function for the first, or an online tool such as Text Analyzer for the second (we’ll look at these in more detail below).

Many data scientists consider coding as the only qualitative content analysis, since word frequency turns to counting the number of times a word appears, making is quantitative.

While there is merit to this claim, I personally do not consider word frequency a part of quantitative content analysis. The fact that we count the frequency of a word does not mean we can draw direct conclusions from it. In fact, without a researcher to provide context on the number of time a word appears, word frequency is useless. True quantitative research carries conclusive value on its own.

Measurements AND analysis logic

There are four ways to approach qualitative content analysis given our two measurement types and inductive/deductive logical approaches. You could do inductive coding, inductive word frequency, deductive coding, and deductive word frequency.

The two best are inductive coding and deductive word frequency. If you would like to discover a document, trying to search for specific words will not inform you about its contents, so inductive word frequency is un-insightful.

Likewise, if you’re looking for the presence of a specific idea, you do not want to go through the whole document to code just to find it, so deductive coding is not insightful. Here’s simple matrix to illustrate:

Inductive (discovery)Deductive (locating)
(summarizing ideas)GOOD. (Example: discovering author intent in a passage.)BAD. (Example: coding an entire document to locate one idea.)
(counting word occurrences)OK. (Example: trying to understand author intent by pulling to 10% of words.)GOOD. (Example: locating and comparing a specific term in a text.)

Qualitative content analysis example

We looked at a small example above, but let’s play out all of the above information in a real world example. I will post the link to the text source at the bottom of the article, but don’t look at it yet . Let’s jump in with a discovery mentality , meaning let’s use an inductive approach and code our way through each paragraph.

Qualitative Content Analysis Example Download

*Click the “1” superscript to the right for a link to the source text. 1

How to do qualitative content analysis

We could use word frequency analysis to find out which are the most common x% of words in the text (deductive word frequency), but this takes some time because we need to build a formula that excludes words that are common but that don’t have any value (a, the, but, and, etc).

As a shortcut, you can use online tools such as Text Analyzer and WordCounter , which will give you breakdowns by phrase length (6 words, 5 words, 4 words, etc), without excluding common terms. Here are a few insightful example using our text with 7 words:

how to conduct content analysis in qualitative research

Perhaps more insightfully, here is a list of 5 word combinations, which are much more common:

how to conduct content analysis in qualitative research

The downside to these tools is that you cannot find 2- and 1-word strings without excluding common words. This is a limitation, but it’s unlikely that the work required to get there is worth the value it brings.

OK. Now that we’ve seen how to go about coding our text into quantifiable data, let’s look at the deductive approach and try to figure out if the text contains a single word we’re looking for. (This is my favorite.)

Deductive word frequency

We know the text now because we’ve already looked through it. It’s about the process of becoming literate, namely, the elements that impact our ability to learn to read. But we only looked at the first four sections of the article, so there’s more to explore.

Let’s say we want to know how a household situation might impact a student’s ability to read . Instead of coding the entire article, we can simply look for this term and it’s synonyms. The process for deductive word frequency is the following:

  • Identify your term
  • Think of all the possible synonyms
  • Use the word find function to see how many times they appear
  • If you suspect that this word often comes in connection with others, try searching for both of them

In my example, the process would be:

  • Parents, parent, home, house, household situation, household influence, parental, parental situation, at home, home situation
  • Go to “Edit>Find>Replace…” This will enable you to locate the number of instances in which your word or combinations appear. We use the Replace window instead of the simply Find bar because it allows us to visualize the information.
  • Accounted for in possible synonyms

The results: 0! None of these words appeared in the text, so we can conclude that this text has nothing to do with a child’s home life and its impact on his/her ability to learn to read. Here’s a picture:

deductive word frequency content analysis

Don’t Be Afraid of Content Analysis

Content analysis can be intimidating because it uses data analysis to quantify words. This article provides a starting point for your analysis, but to ensure you get 90% reliability in word coding, sign up to receive our eBook Beginner Content Analysis . I went from philosophy student to a data-heavy finance career, and I created it to cater to research and dissertation use cases.

how to conduct content analysis in qualitative research

Content analysis vs natural language processing

While similar, content analysis, even the deductive word frequency approach, and natural language processing (NLP) are not the same. The relationship is hierarchical. Natural language processing is a field of linguistics and data science that’s concerned with understanding the meaning behind language.

On the other hand, content analysis is a branch of natural language processing that focuses on the methodologies we discussed above: discovery-style coding (sometimes called “tokenization”) and word frequency (sometimes called the “bag of words” technique)

For example, we would use natural language processing to quantify huge amounts of linguistic information, turn it into row-and-column data, and run tests on it. NLP is incredibly complex in the details, which is why it’s nearly impossible to provide a synopsis or example technique here (we’ll provide them in coursework on AnalystAnswers.com ). However, content analysis only focuses on a few manual techniques.

Content analysis in marketing

Content analysis in marketing is the use of content analysis to improve marketing reach and conversions. has grown in importance over the past ten years. As digital platforms become more central to our understanding and interaction with others, we use them more.

We write out ideas, small texts. We post our thoughts on Facebook and Twitter, and we write blog posts like this one. But we also post videos on youtube and express ourselves in podcasts.

All of these mediums contain valuable information about who we are and what we might want to buy . A good marketer aims to leverage this information in three ways:

  • Collect the data
  • Analyze the data
  • Modify his/her marketing messaging to better serve the consumer
  • Pretend, with bots or employees, to be a consumer and craft messages that influence potential buyers

The challenge for marketers doing this is getting the rights to access this data. Indeed, data privacy laws have gone into play in the European Union (General Data Protection Regulation, or GDPR) as well as in Brazil (General Data Protection Law, or GDPL).

Content analysis vs narrative analysis

Content analysis is concerned with themes and ideas, whereas narrative analysis is concerned with the stories people express about themselves or others. Narrative analysis uses the same tools as content analysis, namely coding (or tokenization) and word frequency, but its focus is on narrative relationship rather than themes. This is easier to understand with an example. Let’s look at how we might code the following paragraph from the two perspectives:

I do not like green eggs and ham. I do not like them, Sam-I-Am. I do not like them here or there. I do not like them anywhere!

Content analysis : the ideas expressed include green eggs and ham. the narrator does not like them

Narrative analysis : the narrator speaks from first person. He has a relationship with Sam-I-Am. He orients himself with regards to time and space. he does not like green eggs and ham, and may be willing to act on that feeling.

Content analysis vs document analysis

Content analysis and document analysis are very similar, which explains why many people use them interchangeably. The core difference is that content analysis examines all mediums in which words appear , whereas document analysis only examines written documents .

For example, if I want to carry out content analysis on a master’s thesis in education, I would consult documents, videos, and audio files. I may transcribe the video and audio files into a document, but I wouldn’t exclude them form the beginning.

On the other hand, if I want to carry out document analysis on a master’s thesis, I would only use documents, excluding the other mediums from the start. The methodology is the same, but the scope is different. This dichotomy also explains why most academic researchers performing qualitative content analysis refer to the process as “document analysis.” They rarely look at other mediums.

Content Gap Analysis

Content gap analysis is a term common in the field of content marketing, but it applies to the analytical fields as well. In a sentence, content gap analysis is the process of examining a document or text and identifying the missing pieces, or “gap,” that it needs to be completed.

As you can imagine, a content marketer uses gap analysis to determine how to improve blog content. An analyst uses it for other reasons. For example, he/she may have a standard for documents that merit analysis. If a document does not meet the criteria, it must be rejected until it’s improved.

The key message here is that content gap analysis is not content analysis. It’s a way of measuring the distance an underperforming document is from an acceptable document. It is sometimes, but not always, used in a qualitative content analysis context.

  • Link to Source Text [ ↩ ]

About the Author

Noah is the founder & Editor-in-Chief at AnalystAnswers. He is a transatlantic professional and entrepreneur with 5+ years of corporate finance and data analytics experience, as well as 3+ years in consumer financial products and business software. He started AnalystAnswers to provide aspiring professionals with accessible explanations of otherwise dense finance and data concepts. Noah believes everyone can benefit from an analytical mindset in growing digital world. When he's not busy at work, Noah likes to explore new European cities, exercise, and spend time with friends and family.

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Content Analysis

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4 Qualitative Content Analysis

  • Published: November 2015
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This chapter examines qualitative content analysis, a recent methodological innovation. Qualitative content analysis is defined and distinguished here from basic and interpretive approaches to content analysis. Qualitative content analysis is also distinguished from other qualitative research methods, though features and techniques overlap with other qualitative methods. Key differences in the predominant use of newly collected data and use of non-quantitative analysis techniques are detailed. Differences in epistemology and the role of researcher self-awareness and reflexivity are also discussed. Methods of graphic data presentation are illustrated. Three short exemplar studies using qualitative content analysis are described and examined. Qualitative content analysis is explored in detail in terms of its characteristic components: (1) the research purposes of content analysis, (2) target audiences, (3) epistemological issues, (4) ethical issues, (5) research designs, (6) sampling issues and methods, (7) collecting data, (8) coding and categorization methods, (9) data analysis methods, and (10) the role of researcher reflection.

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  • Neurol Res Pract

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How to use and assess qualitative research methods

Loraine busetto.

1 Department of Neurology, Heidelberg University Hospital, Im Neuenheimer Feld 400, 69120 Heidelberg, Germany

Wolfgang Wick

2 Clinical Cooperation Unit Neuro-Oncology, German Cancer Research Center, Heidelberg, Germany

Christoph Gumbinger

Associated data.

Not applicable.

This paper aims to provide an overview of the use and assessment of qualitative research methods in the health sciences. Qualitative research can be defined as the study of the nature of phenomena and is especially appropriate for answering questions of why something is (not) observed, assessing complex multi-component interventions, and focussing on intervention improvement. The most common methods of data collection are document study, (non-) participant observations, semi-structured interviews and focus groups. For data analysis, field-notes and audio-recordings are transcribed into protocols and transcripts, and coded using qualitative data management software. Criteria such as checklists, reflexivity, sampling strategies, piloting, co-coding, member-checking and stakeholder involvement can be used to enhance and assess the quality of the research conducted. Using qualitative in addition to quantitative designs will equip us with better tools to address a greater range of research problems, and to fill in blind spots in current neurological research and practice.

The aim of this paper is to provide an overview of qualitative research methods, including hands-on information on how they can be used, reported and assessed. This article is intended for beginning qualitative researchers in the health sciences as well as experienced quantitative researchers who wish to broaden their understanding of qualitative research.

What is qualitative research?

Qualitative research is defined as “the study of the nature of phenomena”, including “their quality, different manifestations, the context in which they appear or the perspectives from which they can be perceived” , but excluding “their range, frequency and place in an objectively determined chain of cause and effect” [ 1 ]. This formal definition can be complemented with a more pragmatic rule of thumb: qualitative research generally includes data in form of words rather than numbers [ 2 ].

Why conduct qualitative research?

Because some research questions cannot be answered using (only) quantitative methods. For example, one Australian study addressed the issue of why patients from Aboriginal communities often present late or not at all to specialist services offered by tertiary care hospitals. Using qualitative interviews with patients and staff, it found one of the most significant access barriers to be transportation problems, including some towns and communities simply not having a bus service to the hospital [ 3 ]. A quantitative study could have measured the number of patients over time or even looked at possible explanatory factors – but only those previously known or suspected to be of relevance. To discover reasons for observed patterns, especially the invisible or surprising ones, qualitative designs are needed.

While qualitative research is common in other fields, it is still relatively underrepresented in health services research. The latter field is more traditionally rooted in the evidence-based-medicine paradigm, as seen in " research that involves testing the effectiveness of various strategies to achieve changes in clinical practice, preferably applying randomised controlled trial study designs (...) " [ 4 ]. This focus on quantitative research and specifically randomised controlled trials (RCT) is visible in the idea of a hierarchy of research evidence which assumes that some research designs are objectively better than others, and that choosing a "lesser" design is only acceptable when the better ones are not practically or ethically feasible [ 5 , 6 ]. Others, however, argue that an objective hierarchy does not exist, and that, instead, the research design and methods should be chosen to fit the specific research question at hand – "questions before methods" [ 2 , 7 – 9 ]. This means that even when an RCT is possible, some research problems require a different design that is better suited to addressing them. Arguing in JAMA, Berwick uses the example of rapid response teams in hospitals, which he describes as " a complex, multicomponent intervention – essentially a process of social change" susceptible to a range of different context factors including leadership or organisation history. According to him, "[in] such complex terrain, the RCT is an impoverished way to learn. Critics who use it as a truth standard in this context are incorrect" [ 8 ] . Instead of limiting oneself to RCTs, Berwick recommends embracing a wider range of methods , including qualitative ones, which for "these specific applications, (...) are not compromises in learning how to improve; they are superior" [ 8 ].

Research problems that can be approached particularly well using qualitative methods include assessing complex multi-component interventions or systems (of change), addressing questions beyond “what works”, towards “what works for whom when, how and why”, and focussing on intervention improvement rather than accreditation [ 7 , 9 – 12 ]. Using qualitative methods can also help shed light on the “softer” side of medical treatment. For example, while quantitative trials can measure the costs and benefits of neuro-oncological treatment in terms of survival rates or adverse effects, qualitative research can help provide a better understanding of patient or caregiver stress, visibility of illness or out-of-pocket expenses.

How to conduct qualitative research?

Given that qualitative research is characterised by flexibility, openness and responsivity to context, the steps of data collection and analysis are not as separate and consecutive as they tend to be in quantitative research [ 13 , 14 ]. As Fossey puts it : “sampling, data collection, analysis and interpretation are related to each other in a cyclical (iterative) manner, rather than following one after another in a stepwise approach” [ 15 ]. The researcher can make educated decisions with regard to the choice of method, how they are implemented, and to which and how many units they are applied [ 13 ]. As shown in Fig.  1 , this can involve several back-and-forth steps between data collection and analysis where new insights and experiences can lead to adaption and expansion of the original plan. Some insights may also necessitate a revision of the research question and/or the research design as a whole. The process ends when saturation is achieved, i.e. when no relevant new information can be found (see also below: sampling and saturation). For reasons of transparency, it is essential for all decisions as well as the underlying reasoning to be well-documented.

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Iterative research process

While it is not always explicitly addressed, qualitative methods reflect a different underlying research paradigm than quantitative research (e.g. constructivism or interpretivism as opposed to positivism). The choice of methods can be based on the respective underlying substantive theory or theoretical framework used by the researcher [ 2 ].

Data collection

The methods of qualitative data collection most commonly used in health research are document study, observations, semi-structured interviews and focus groups [ 1 , 14 , 16 , 17 ].

Document study

Document study (also called document analysis) refers to the review by the researcher of written materials [ 14 ]. These can include personal and non-personal documents such as archives, annual reports, guidelines, policy documents, diaries or letters.

Observations

Observations are particularly useful to gain insights into a certain setting and actual behaviour – as opposed to reported behaviour or opinions [ 13 ]. Qualitative observations can be either participant or non-participant in nature. In participant observations, the observer is part of the observed setting, for example a nurse working in an intensive care unit [ 18 ]. In non-participant observations, the observer is “on the outside looking in”, i.e. present in but not part of the situation, trying not to influence the setting by their presence. Observations can be planned (e.g. for 3 h during the day or night shift) or ad hoc (e.g. as soon as a stroke patient arrives at the emergency room). During the observation, the observer takes notes on everything or certain pre-determined parts of what is happening around them, for example focusing on physician-patient interactions or communication between different professional groups. Written notes can be taken during or after the observations, depending on feasibility (which is usually lower during participant observations) and acceptability (e.g. when the observer is perceived to be judging the observed). Afterwards, these field notes are transcribed into observation protocols. If more than one observer was involved, field notes are taken independently, but notes can be consolidated into one protocol after discussions. Advantages of conducting observations include minimising the distance between the researcher and the researched, the potential discovery of topics that the researcher did not realise were relevant and gaining deeper insights into the real-world dimensions of the research problem at hand [ 18 ].

Semi-structured interviews

Hijmans & Kuyper describe qualitative interviews as “an exchange with an informal character, a conversation with a goal” [ 19 ]. Interviews are used to gain insights into a person’s subjective experiences, opinions and motivations – as opposed to facts or behaviours [ 13 ]. Interviews can be distinguished by the degree to which they are structured (i.e. a questionnaire), open (e.g. free conversation or autobiographical interviews) or semi-structured [ 2 , 13 ]. Semi-structured interviews are characterized by open-ended questions and the use of an interview guide (or topic guide/list) in which the broad areas of interest, sometimes including sub-questions, are defined [ 19 ]. The pre-defined topics in the interview guide can be derived from the literature, previous research or a preliminary method of data collection, e.g. document study or observations. The topic list is usually adapted and improved at the start of the data collection process as the interviewer learns more about the field [ 20 ]. Across interviews the focus on the different (blocks of) questions may differ and some questions may be skipped altogether (e.g. if the interviewee is not able or willing to answer the questions or for concerns about the total length of the interview) [ 20 ]. Qualitative interviews are usually not conducted in written format as it impedes on the interactive component of the method [ 20 ]. In comparison to written surveys, qualitative interviews have the advantage of being interactive and allowing for unexpected topics to emerge and to be taken up by the researcher. This can also help overcome a provider or researcher-centred bias often found in written surveys, which by nature, can only measure what is already known or expected to be of relevance to the researcher. Interviews can be audio- or video-taped; but sometimes it is only feasible or acceptable for the interviewer to take written notes [ 14 , 16 , 20 ].

Focus groups

Focus groups are group interviews to explore participants’ expertise and experiences, including explorations of how and why people behave in certain ways [ 1 ]. Focus groups usually consist of 6–8 people and are led by an experienced moderator following a topic guide or “script” [ 21 ]. They can involve an observer who takes note of the non-verbal aspects of the situation, possibly using an observation guide [ 21 ]. Depending on researchers’ and participants’ preferences, the discussions can be audio- or video-taped and transcribed afterwards [ 21 ]. Focus groups are useful for bringing together homogeneous (to a lesser extent heterogeneous) groups of participants with relevant expertise and experience on a given topic on which they can share detailed information [ 21 ]. Focus groups are a relatively easy, fast and inexpensive method to gain access to information on interactions in a given group, i.e. “the sharing and comparing” among participants [ 21 ]. Disadvantages include less control over the process and a lesser extent to which each individual may participate. Moreover, focus group moderators need experience, as do those tasked with the analysis of the resulting data. Focus groups can be less appropriate for discussing sensitive topics that participants might be reluctant to disclose in a group setting [ 13 ]. Moreover, attention must be paid to the emergence of “groupthink” as well as possible power dynamics within the group, e.g. when patients are awed or intimidated by health professionals.

Choosing the “right” method

As explained above, the school of thought underlying qualitative research assumes no objective hierarchy of evidence and methods. This means that each choice of single or combined methods has to be based on the research question that needs to be answered and a critical assessment with regard to whether or to what extent the chosen method can accomplish this – i.e. the “fit” between question and method [ 14 ]. It is necessary for these decisions to be documented when they are being made, and to be critically discussed when reporting methods and results.

Let us assume that our research aim is to examine the (clinical) processes around acute endovascular treatment (EVT), from the patient’s arrival at the emergency room to recanalization, with the aim to identify possible causes for delay and/or other causes for sub-optimal treatment outcome. As a first step, we could conduct a document study of the relevant standard operating procedures (SOPs) for this phase of care – are they up-to-date and in line with current guidelines? Do they contain any mistakes, irregularities or uncertainties that could cause delays or other problems? Regardless of the answers to these questions, the results have to be interpreted based on what they are: a written outline of what care processes in this hospital should look like. If we want to know what they actually look like in practice, we can conduct observations of the processes described in the SOPs. These results can (and should) be analysed in themselves, but also in comparison to the results of the document analysis, especially as regards relevant discrepancies. Do the SOPs outline specific tests for which no equipment can be observed or tasks to be performed by specialized nurses who are not present during the observation? It might also be possible that the written SOP is outdated, but the actual care provided is in line with current best practice. In order to find out why these discrepancies exist, it can be useful to conduct interviews. Are the physicians simply not aware of the SOPs (because their existence is limited to the hospital’s intranet) or do they actively disagree with them or does the infrastructure make it impossible to provide the care as described? Another rationale for adding interviews is that some situations (or all of their possible variations for different patient groups or the day, night or weekend shift) cannot practically or ethically be observed. In this case, it is possible to ask those involved to report on their actions – being aware that this is not the same as the actual observation. A senior physician’s or hospital manager’s description of certain situations might differ from a nurse’s or junior physician’s one, maybe because they intentionally misrepresent facts or maybe because different aspects of the process are visible or important to them. In some cases, it can also be relevant to consider to whom the interviewee is disclosing this information – someone they trust, someone they are otherwise not connected to, or someone they suspect or are aware of being in a potentially “dangerous” power relationship to them. Lastly, a focus group could be conducted with representatives of the relevant professional groups to explore how and why exactly they provide care around EVT. The discussion might reveal discrepancies (between SOPs and actual care or between different physicians) and motivations to the researchers as well as to the focus group members that they might not have been aware of themselves. For the focus group to deliver relevant information, attention has to be paid to its composition and conduct, for example, to make sure that all participants feel safe to disclose sensitive or potentially problematic information or that the discussion is not dominated by (senior) physicians only. The resulting combination of data collection methods is shown in Fig.  2 .

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Possible combination of data collection methods

Attributions for icons: “Book” by Serhii Smirnov, “Interview” by Adrien Coquet, FR, “Magnifying Glass” by anggun, ID, “Business communication” by Vectors Market; all from the Noun Project

The combination of multiple data source as described for this example can be referred to as “triangulation”, in which multiple measurements are carried out from different angles to achieve a more comprehensive understanding of the phenomenon under study [ 22 , 23 ].

Data analysis

To analyse the data collected through observations, interviews and focus groups these need to be transcribed into protocols and transcripts (see Fig.  3 ). Interviews and focus groups can be transcribed verbatim , with or without annotations for behaviour (e.g. laughing, crying, pausing) and with or without phonetic transcription of dialects and filler words, depending on what is expected or known to be relevant for the analysis. In the next step, the protocols and transcripts are coded , that is, marked (or tagged, labelled) with one or more short descriptors of the content of a sentence or paragraph [ 2 , 15 , 23 ]. Jansen describes coding as “connecting the raw data with “theoretical” terms” [ 20 ]. In a more practical sense, coding makes raw data sortable. This makes it possible to extract and examine all segments describing, say, a tele-neurology consultation from multiple data sources (e.g. SOPs, emergency room observations, staff and patient interview). In a process of synthesis and abstraction, the codes are then grouped, summarised and/or categorised [ 15 , 20 ]. The end product of the coding or analysis process is a descriptive theory of the behavioural pattern under investigation [ 20 ]. The coding process is performed using qualitative data management software, the most common ones being InVivo, MaxQDA and Atlas.ti. It should be noted that these are data management tools which support the analysis performed by the researcher(s) [ 14 ].

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From data collection to data analysis

Attributions for icons: see Fig. ​ Fig.2, 2 , also “Speech to text” by Trevor Dsouza, “Field Notes” by Mike O’Brien, US, “Voice Record” by ProSymbols, US, “Inspection” by Made, AU, and “Cloud” by Graphic Tigers; all from the Noun Project

How to report qualitative research?

Protocols of qualitative research can be published separately and in advance of the study results. However, the aim is not the same as in RCT protocols, i.e. to pre-define and set in stone the research questions and primary or secondary endpoints. Rather, it is a way to describe the research methods in detail, which might not be possible in the results paper given journals’ word limits. Qualitative research papers are usually longer than their quantitative counterparts to allow for deep understanding and so-called “thick description”. In the methods section, the focus is on transparency of the methods used, including why, how and by whom they were implemented in the specific study setting, so as to enable a discussion of whether and how this may have influenced data collection, analysis and interpretation. The results section usually starts with a paragraph outlining the main findings, followed by more detailed descriptions of, for example, the commonalities, discrepancies or exceptions per category [ 20 ]. Here it is important to support main findings by relevant quotations, which may add information, context, emphasis or real-life examples [ 20 , 23 ]. It is subject to debate in the field whether it is relevant to state the exact number or percentage of respondents supporting a certain statement (e.g. “Five interviewees expressed negative feelings towards XYZ”) [ 21 ].

How to combine qualitative with quantitative research?

Qualitative methods can be combined with other methods in multi- or mixed methods designs, which “[employ] two or more different methods [ …] within the same study or research program rather than confining the research to one single method” [ 24 ]. Reasons for combining methods can be diverse, including triangulation for corroboration of findings, complementarity for illustration and clarification of results, expansion to extend the breadth and range of the study, explanation of (unexpected) results generated with one method with the help of another, or offsetting the weakness of one method with the strength of another [ 1 , 17 , 24 – 26 ]. The resulting designs can be classified according to when, why and how the different quantitative and/or qualitative data strands are combined. The three most common types of mixed method designs are the convergent parallel design , the explanatory sequential design and the exploratory sequential design. The designs with examples are shown in Fig.  4 .

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Three common mixed methods designs

In the convergent parallel design, a qualitative study is conducted in parallel to and independently of a quantitative study, and the results of both studies are compared and combined at the stage of interpretation of results. Using the above example of EVT provision, this could entail setting up a quantitative EVT registry to measure process times and patient outcomes in parallel to conducting the qualitative research outlined above, and then comparing results. Amongst other things, this would make it possible to assess whether interview respondents’ subjective impressions of patients receiving good care match modified Rankin Scores at follow-up, or whether observed delays in care provision are exceptions or the rule when compared to door-to-needle times as documented in the registry. In the explanatory sequential design, a quantitative study is carried out first, followed by a qualitative study to help explain the results from the quantitative study. This would be an appropriate design if the registry alone had revealed relevant delays in door-to-needle times and the qualitative study would be used to understand where and why these occurred, and how they could be improved. In the exploratory design, the qualitative study is carried out first and its results help informing and building the quantitative study in the next step [ 26 ]. If the qualitative study around EVT provision had shown a high level of dissatisfaction among the staff members involved, a quantitative questionnaire investigating staff satisfaction could be set up in the next step, informed by the qualitative study on which topics dissatisfaction had been expressed. Amongst other things, the questionnaire design would make it possible to widen the reach of the research to more respondents from different (types of) hospitals, regions, countries or settings, and to conduct sub-group analyses for different professional groups.

How to assess qualitative research?

A variety of assessment criteria and lists have been developed for qualitative research, ranging in their focus and comprehensiveness [ 14 , 17 , 27 ]. However, none of these has been elevated to the “gold standard” in the field. In the following, we therefore focus on a set of commonly used assessment criteria that, from a practical standpoint, a researcher can look for when assessing a qualitative research report or paper.

Assessors should check the authors’ use of and adherence to the relevant reporting checklists (e.g. Standards for Reporting Qualitative Research (SRQR)) to make sure all items that are relevant for this type of research are addressed [ 23 , 28 ]. Discussions of quantitative measures in addition to or instead of these qualitative measures can be a sign of lower quality of the research (paper). Providing and adhering to a checklist for qualitative research contributes to an important quality criterion for qualitative research, namely transparency [ 15 , 17 , 23 ].

Reflexivity

While methodological transparency and complete reporting is relevant for all types of research, some additional criteria must be taken into account for qualitative research. This includes what is called reflexivity, i.e. sensitivity to the relationship between the researcher and the researched, including how contact was established and maintained, or the background and experience of the researcher(s) involved in data collection and analysis. Depending on the research question and population to be researched this can be limited to professional experience, but it may also include gender, age or ethnicity [ 17 , 27 ]. These details are relevant because in qualitative research, as opposed to quantitative research, the researcher as a person cannot be isolated from the research process [ 23 ]. It may influence the conversation when an interviewed patient speaks to an interviewer who is a physician, or when an interviewee is asked to discuss a gynaecological procedure with a male interviewer, and therefore the reader must be made aware of these details [ 19 ].

Sampling and saturation

The aim of qualitative sampling is for all variants of the objects of observation that are deemed relevant for the study to be present in the sample “ to see the issue and its meanings from as many angles as possible” [ 1 , 16 , 19 , 20 , 27 ] , and to ensure “information-richness [ 15 ]. An iterative sampling approach is advised, in which data collection (e.g. five interviews) is followed by data analysis, followed by more data collection to find variants that are lacking in the current sample. This process continues until no new (relevant) information can be found and further sampling becomes redundant – which is called saturation [ 1 , 15 ] . In other words: qualitative data collection finds its end point not a priori , but when the research team determines that saturation has been reached [ 29 , 30 ].

This is also the reason why most qualitative studies use deliberate instead of random sampling strategies. This is generally referred to as “ purposive sampling” , in which researchers pre-define which types of participants or cases they need to include so as to cover all variations that are expected to be of relevance, based on the literature, previous experience or theory (i.e. theoretical sampling) [ 14 , 20 ]. Other types of purposive sampling include (but are not limited to) maximum variation sampling, critical case sampling or extreme or deviant case sampling [ 2 ]. In the above EVT example, a purposive sample could include all relevant professional groups and/or all relevant stakeholders (patients, relatives) and/or all relevant times of observation (day, night and weekend shift).

Assessors of qualitative research should check whether the considerations underlying the sampling strategy were sound and whether or how researchers tried to adapt and improve their strategies in stepwise or cyclical approaches between data collection and analysis to achieve saturation [ 14 ].

Good qualitative research is iterative in nature, i.e. it goes back and forth between data collection and analysis, revising and improving the approach where necessary. One example of this are pilot interviews, where different aspects of the interview (especially the interview guide, but also, for example, the site of the interview or whether the interview can be audio-recorded) are tested with a small number of respondents, evaluated and revised [ 19 ]. In doing so, the interviewer learns which wording or types of questions work best, or which is the best length of an interview with patients who have trouble concentrating for an extended time. Of course, the same reasoning applies to observations or focus groups which can also be piloted.

Ideally, coding should be performed by at least two researchers, especially at the beginning of the coding process when a common approach must be defined, including the establishment of a useful coding list (or tree), and when a common meaning of individual codes must be established [ 23 ]. An initial sub-set or all transcripts can be coded independently by the coders and then compared and consolidated after regular discussions in the research team. This is to make sure that codes are applied consistently to the research data.

Member checking

Member checking, also called respondent validation , refers to the practice of checking back with study respondents to see if the research is in line with their views [ 14 , 27 ]. This can happen after data collection or analysis or when first results are available [ 23 ]. For example, interviewees can be provided with (summaries of) their transcripts and asked whether they believe this to be a complete representation of their views or whether they would like to clarify or elaborate on their responses [ 17 ]. Respondents’ feedback on these issues then becomes part of the data collection and analysis [ 27 ].

Stakeholder involvement

In those niches where qualitative approaches have been able to evolve and grow, a new trend has seen the inclusion of patients and their representatives not only as study participants (i.e. “members”, see above) but as consultants to and active participants in the broader research process [ 31 – 33 ]. The underlying assumption is that patients and other stakeholders hold unique perspectives and experiences that add value beyond their own single story, making the research more relevant and beneficial to researchers, study participants and (future) patients alike [ 34 , 35 ]. Using the example of patients on or nearing dialysis, a recent scoping review found that 80% of clinical research did not address the top 10 research priorities identified by patients and caregivers [ 32 , 36 ]. In this sense, the involvement of the relevant stakeholders, especially patients and relatives, is increasingly being seen as a quality indicator in and of itself.

How not to assess qualitative research

The above overview does not include certain items that are routine in assessments of quantitative research. What follows is a non-exhaustive, non-representative, experience-based list of the quantitative criteria often applied to the assessment of qualitative research, as well as an explanation of the limited usefulness of these endeavours.

Protocol adherence

Given the openness and flexibility of qualitative research, it should not be assessed by how well it adheres to pre-determined and fixed strategies – in other words: its rigidity. Instead, the assessor should look for signs of adaptation and refinement based on lessons learned from earlier steps in the research process.

Sample size

For the reasons explained above, qualitative research does not require specific sample sizes, nor does it require that the sample size be determined a priori [ 1 , 14 , 27 , 37 – 39 ]. Sample size can only be a useful quality indicator when related to the research purpose, the chosen methodology and the composition of the sample, i.e. who was included and why.

Randomisation

While some authors argue that randomisation can be used in qualitative research, this is not commonly the case, as neither its feasibility nor its necessity or usefulness has been convincingly established for qualitative research [ 13 , 27 ]. Relevant disadvantages include the negative impact of a too large sample size as well as the possibility (or probability) of selecting “ quiet, uncooperative or inarticulate individuals ” [ 17 ]. Qualitative studies do not use control groups, either.

Interrater reliability, variability and other “objectivity checks”

The concept of “interrater reliability” is sometimes used in qualitative research to assess to which extent the coding approach overlaps between the two co-coders. However, it is not clear what this measure tells us about the quality of the analysis [ 23 ]. This means that these scores can be included in qualitative research reports, preferably with some additional information on what the score means for the analysis, but it is not a requirement. Relatedly, it is not relevant for the quality or “objectivity” of qualitative research to separate those who recruited the study participants and collected and analysed the data. Experiences even show that it might be better to have the same person or team perform all of these tasks [ 20 ]. First, when researchers introduce themselves during recruitment this can enhance trust when the interview takes place days or weeks later with the same researcher. Second, when the audio-recording is transcribed for analysis, the researcher conducting the interviews will usually remember the interviewee and the specific interview situation during data analysis. This might be helpful in providing additional context information for interpretation of data, e.g. on whether something might have been meant as a joke [ 18 ].

Not being quantitative research

Being qualitative research instead of quantitative research should not be used as an assessment criterion if it is used irrespectively of the research problem at hand. Similarly, qualitative research should not be required to be combined with quantitative research per se – unless mixed methods research is judged as inherently better than single-method research. In this case, the same criterion should be applied for quantitative studies without a qualitative component.

The main take-away points of this paper are summarised in Table ​ Table1. 1 . We aimed to show that, if conducted well, qualitative research can answer specific research questions that cannot to be adequately answered using (only) quantitative designs. Seeing qualitative and quantitative methods as equal will help us become more aware and critical of the “fit” between the research problem and our chosen methods: I can conduct an RCT to determine the reasons for transportation delays of acute stroke patients – but should I? It also provides us with a greater range of tools to tackle a greater range of research problems more appropriately and successfully, filling in the blind spots on one half of the methodological spectrum to better address the whole complexity of neurological research and practice.

Take-away-points

• Assessing complex multi-component interventions or systems (of change)

• What works for whom when, how and why?

• Focussing on intervention improvement

• Document study

• Observations (participant or non-participant)

• Interviews (especially semi-structured)

• Focus groups

• Transcription of audio-recordings and field notes into transcripts and protocols

• Coding of protocols

• Using qualitative data management software

• Combinations of quantitative and/or qualitative methods, e.g.:

• : quali and quanti in parallel

• : quanti followed by quali

• : quali followed by quanti

• Checklists

• Reflexivity

• Sampling strategies

• Piloting

• Co-coding

• Member checking

• Stakeholder involvement

• Protocol adherence

• Sample size

• Randomization

• Interrater reliability, variability and other “objectivity checks”

• Not being quantitative research

Acknowledgements

Abbreviations.

EVTEndovascular treatment
RCTRandomised Controlled Trial
SOPStandard Operating Procedure
SRQRStandards for Reporting Qualitative Research

Authors’ contributions

LB drafted the manuscript; WW and CG revised the manuscript; all authors approved the final versions.

no external funding.

Availability of data and materials

Ethics approval and consent to participate, consent for publication, competing interests.

The authors declare no competing interests.

Publisher’s Note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

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Research Method

Home » Qualitative Research – Methods, Analysis Types and Guide

Qualitative Research – Methods, Analysis Types and Guide

Table of Contents

Qualitative Research

Qualitative Research

Qualitative research is a type of research methodology that focuses on exploring and understanding people’s beliefs, attitudes, behaviors, and experiences through the collection and analysis of non-numerical data. It seeks to answer research questions through the examination of subjective data, such as interviews, focus groups, observations, and textual analysis.

Qualitative research aims to uncover the meaning and significance of social phenomena, and it typically involves a more flexible and iterative approach to data collection and analysis compared to quantitative research. Qualitative research is often used in fields such as sociology, anthropology, psychology, and education.

Qualitative Research Methods

Types of Qualitative Research

Qualitative Research Methods are as follows:

One-to-One Interview

This method involves conducting an interview with a single participant to gain a detailed understanding of their experiences, attitudes, and beliefs. One-to-one interviews can be conducted in-person, over the phone, or through video conferencing. The interviewer typically uses open-ended questions to encourage the participant to share their thoughts and feelings. One-to-one interviews are useful for gaining detailed insights into individual experiences.

Focus Groups

This method involves bringing together a group of people to discuss a specific topic in a structured setting. The focus group is led by a moderator who guides the discussion and encourages participants to share their thoughts and opinions. Focus groups are useful for generating ideas and insights, exploring social norms and attitudes, and understanding group dynamics.

Ethnographic Studies

This method involves immersing oneself in a culture or community to gain a deep understanding of its norms, beliefs, and practices. Ethnographic studies typically involve long-term fieldwork and observation, as well as interviews and document analysis. Ethnographic studies are useful for understanding the cultural context of social phenomena and for gaining a holistic understanding of complex social processes.

Text Analysis

This method involves analyzing written or spoken language to identify patterns and themes. Text analysis can be quantitative or qualitative. Qualitative text analysis involves close reading and interpretation of texts to identify recurring themes, concepts, and patterns. Text analysis is useful for understanding media messages, public discourse, and cultural trends.

This method involves an in-depth examination of a single person, group, or event to gain an understanding of complex phenomena. Case studies typically involve a combination of data collection methods, such as interviews, observations, and document analysis, to provide a comprehensive understanding of the case. Case studies are useful for exploring unique or rare cases, and for generating hypotheses for further research.

Process of Observation

This method involves systematically observing and recording behaviors and interactions in natural settings. The observer may take notes, use audio or video recordings, or use other methods to document what they see. Process of observation is useful for understanding social interactions, cultural practices, and the context in which behaviors occur.

Record Keeping

This method involves keeping detailed records of observations, interviews, and other data collected during the research process. Record keeping is essential for ensuring the accuracy and reliability of the data, and for providing a basis for analysis and interpretation.

This method involves collecting data from a large sample of participants through a structured questionnaire. Surveys can be conducted in person, over the phone, through mail, or online. Surveys are useful for collecting data on attitudes, beliefs, and behaviors, and for identifying patterns and trends in a population.

Qualitative data analysis is a process of turning unstructured data into meaningful insights. It involves extracting and organizing information from sources like interviews, focus groups, and surveys. The goal is to understand people’s attitudes, behaviors, and motivations

Qualitative Research Analysis Methods

Qualitative Research analysis methods involve a systematic approach to interpreting and making sense of the data collected in qualitative research. Here are some common qualitative data analysis methods:

Thematic Analysis

This method involves identifying patterns or themes in the data that are relevant to the research question. The researcher reviews the data, identifies keywords or phrases, and groups them into categories or themes. Thematic analysis is useful for identifying patterns across multiple data sources and for generating new insights into the research topic.

Content Analysis

This method involves analyzing the content of written or spoken language to identify key themes or concepts. Content analysis can be quantitative or qualitative. Qualitative content analysis involves close reading and interpretation of texts to identify recurring themes, concepts, and patterns. Content analysis is useful for identifying patterns in media messages, public discourse, and cultural trends.

Discourse Analysis

This method involves analyzing language to understand how it constructs meaning and shapes social interactions. Discourse analysis can involve a variety of methods, such as conversation analysis, critical discourse analysis, and narrative analysis. Discourse analysis is useful for understanding how language shapes social interactions, cultural norms, and power relationships.

Grounded Theory Analysis

This method involves developing a theory or explanation based on the data collected. Grounded theory analysis starts with the data and uses an iterative process of coding and analysis to identify patterns and themes in the data. The theory or explanation that emerges is grounded in the data, rather than preconceived hypotheses. Grounded theory analysis is useful for understanding complex social phenomena and for generating new theoretical insights.

Narrative Analysis

This method involves analyzing the stories or narratives that participants share to gain insights into their experiences, attitudes, and beliefs. Narrative analysis can involve a variety of methods, such as structural analysis, thematic analysis, and discourse analysis. Narrative analysis is useful for understanding how individuals construct their identities, make sense of their experiences, and communicate their values and beliefs.

Phenomenological Analysis

This method involves analyzing how individuals make sense of their experiences and the meanings they attach to them. Phenomenological analysis typically involves in-depth interviews with participants to explore their experiences in detail. Phenomenological analysis is useful for understanding subjective experiences and for developing a rich understanding of human consciousness.

Comparative Analysis

This method involves comparing and contrasting data across different cases or groups to identify similarities and differences. Comparative analysis can be used to identify patterns or themes that are common across multiple cases, as well as to identify unique or distinctive features of individual cases. Comparative analysis is useful for understanding how social phenomena vary across different contexts and groups.

Applications of Qualitative Research

Qualitative research has many applications across different fields and industries. Here are some examples of how qualitative research is used:

  • Market Research: Qualitative research is often used in market research to understand consumer attitudes, behaviors, and preferences. Researchers conduct focus groups and one-on-one interviews with consumers to gather insights into their experiences and perceptions of products and services.
  • Health Care: Qualitative research is used in health care to explore patient experiences and perspectives on health and illness. Researchers conduct in-depth interviews with patients and their families to gather information on their experiences with different health care providers and treatments.
  • Education: Qualitative research is used in education to understand student experiences and to develop effective teaching strategies. Researchers conduct classroom observations and interviews with students and teachers to gather insights into classroom dynamics and instructional practices.
  • Social Work : Qualitative research is used in social work to explore social problems and to develop interventions to address them. Researchers conduct in-depth interviews with individuals and families to understand their experiences with poverty, discrimination, and other social problems.
  • Anthropology : Qualitative research is used in anthropology to understand different cultures and societies. Researchers conduct ethnographic studies and observe and interview members of different cultural groups to gain insights into their beliefs, practices, and social structures.
  • Psychology : Qualitative research is used in psychology to understand human behavior and mental processes. Researchers conduct in-depth interviews with individuals to explore their thoughts, feelings, and experiences.
  • Public Policy : Qualitative research is used in public policy to explore public attitudes and to inform policy decisions. Researchers conduct focus groups and one-on-one interviews with members of the public to gather insights into their perspectives on different policy issues.

How to Conduct Qualitative Research

Here are some general steps for conducting qualitative research:

  • Identify your research question: Qualitative research starts with a research question or set of questions that you want to explore. This question should be focused and specific, but also broad enough to allow for exploration and discovery.
  • Select your research design: There are different types of qualitative research designs, including ethnography, case study, grounded theory, and phenomenology. You should select a design that aligns with your research question and that will allow you to gather the data you need to answer your research question.
  • Recruit participants: Once you have your research question and design, you need to recruit participants. The number of participants you need will depend on your research design and the scope of your research. You can recruit participants through advertisements, social media, or through personal networks.
  • Collect data: There are different methods for collecting qualitative data, including interviews, focus groups, observation, and document analysis. You should select the method or methods that align with your research design and that will allow you to gather the data you need to answer your research question.
  • Analyze data: Once you have collected your data, you need to analyze it. This involves reviewing your data, identifying patterns and themes, and developing codes to organize your data. You can use different software programs to help you analyze your data, or you can do it manually.
  • Interpret data: Once you have analyzed your data, you need to interpret it. This involves making sense of the patterns and themes you have identified, and developing insights and conclusions that answer your research question. You should be guided by your research question and use your data to support your conclusions.
  • Communicate results: Once you have interpreted your data, you need to communicate your results. This can be done through academic papers, presentations, or reports. You should be clear and concise in your communication, and use examples and quotes from your data to support your findings.

Examples of Qualitative Research

Here are some real-time examples of qualitative research:

  • Customer Feedback: A company may conduct qualitative research to understand the feedback and experiences of its customers. This may involve conducting focus groups or one-on-one interviews with customers to gather insights into their attitudes, behaviors, and preferences.
  • Healthcare : A healthcare provider may conduct qualitative research to explore patient experiences and perspectives on health and illness. This may involve conducting in-depth interviews with patients and their families to gather information on their experiences with different health care providers and treatments.
  • Education : An educational institution may conduct qualitative research to understand student experiences and to develop effective teaching strategies. This may involve conducting classroom observations and interviews with students and teachers to gather insights into classroom dynamics and instructional practices.
  • Social Work: A social worker may conduct qualitative research to explore social problems and to develop interventions to address them. This may involve conducting in-depth interviews with individuals and families to understand their experiences with poverty, discrimination, and other social problems.
  • Anthropology : An anthropologist may conduct qualitative research to understand different cultures and societies. This may involve conducting ethnographic studies and observing and interviewing members of different cultural groups to gain insights into their beliefs, practices, and social structures.
  • Psychology : A psychologist may conduct qualitative research to understand human behavior and mental processes. This may involve conducting in-depth interviews with individuals to explore their thoughts, feelings, and experiences.
  • Public Policy: A government agency or non-profit organization may conduct qualitative research to explore public attitudes and to inform policy decisions. This may involve conducting focus groups and one-on-one interviews with members of the public to gather insights into their perspectives on different policy issues.

Purpose of Qualitative Research

The purpose of qualitative research is to explore and understand the subjective experiences, behaviors, and perspectives of individuals or groups in a particular context. Unlike quantitative research, which focuses on numerical data and statistical analysis, qualitative research aims to provide in-depth, descriptive information that can help researchers develop insights and theories about complex social phenomena.

Qualitative research can serve multiple purposes, including:

  • Exploring new or emerging phenomena : Qualitative research can be useful for exploring new or emerging phenomena, such as new technologies or social trends. This type of research can help researchers develop a deeper understanding of these phenomena and identify potential areas for further study.
  • Understanding complex social phenomena : Qualitative research can be useful for exploring complex social phenomena, such as cultural beliefs, social norms, or political processes. This type of research can help researchers develop a more nuanced understanding of these phenomena and identify factors that may influence them.
  • Generating new theories or hypotheses: Qualitative research can be useful for generating new theories or hypotheses about social phenomena. By gathering rich, detailed data about individuals’ experiences and perspectives, researchers can develop insights that may challenge existing theories or lead to new lines of inquiry.
  • Providing context for quantitative data: Qualitative research can be useful for providing context for quantitative data. By gathering qualitative data alongside quantitative data, researchers can develop a more complete understanding of complex social phenomena and identify potential explanations for quantitative findings.

When to use Qualitative Research

Here are some situations where qualitative research may be appropriate:

  • Exploring a new area: If little is known about a particular topic, qualitative research can help to identify key issues, generate hypotheses, and develop new theories.
  • Understanding complex phenomena: Qualitative research can be used to investigate complex social, cultural, or organizational phenomena that are difficult to measure quantitatively.
  • Investigating subjective experiences: Qualitative research is particularly useful for investigating the subjective experiences of individuals or groups, such as their attitudes, beliefs, values, or emotions.
  • Conducting formative research: Qualitative research can be used in the early stages of a research project to develop research questions, identify potential research participants, and refine research methods.
  • Evaluating interventions or programs: Qualitative research can be used to evaluate the effectiveness of interventions or programs by collecting data on participants’ experiences, attitudes, and behaviors.

Characteristics of Qualitative Research

Qualitative research is characterized by several key features, including:

  • Focus on subjective experience: Qualitative research is concerned with understanding the subjective experiences, beliefs, and perspectives of individuals or groups in a particular context. Researchers aim to explore the meanings that people attach to their experiences and to understand the social and cultural factors that shape these meanings.
  • Use of open-ended questions: Qualitative research relies on open-ended questions that allow participants to provide detailed, in-depth responses. Researchers seek to elicit rich, descriptive data that can provide insights into participants’ experiences and perspectives.
  • Sampling-based on purpose and diversity: Qualitative research often involves purposive sampling, in which participants are selected based on specific criteria related to the research question. Researchers may also seek to include participants with diverse experiences and perspectives to capture a range of viewpoints.
  • Data collection through multiple methods: Qualitative research typically involves the use of multiple data collection methods, such as in-depth interviews, focus groups, and observation. This allows researchers to gather rich, detailed data from multiple sources, which can provide a more complete picture of participants’ experiences and perspectives.
  • Inductive data analysis: Qualitative research relies on inductive data analysis, in which researchers develop theories and insights based on the data rather than testing pre-existing hypotheses. Researchers use coding and thematic analysis to identify patterns and themes in the data and to develop theories and explanations based on these patterns.
  • Emphasis on researcher reflexivity: Qualitative research recognizes the importance of the researcher’s role in shaping the research process and outcomes. Researchers are encouraged to reflect on their own biases and assumptions and to be transparent about their role in the research process.

Advantages of Qualitative Research

Qualitative research offers several advantages over other research methods, including:

  • Depth and detail: Qualitative research allows researchers to gather rich, detailed data that provides a deeper understanding of complex social phenomena. Through in-depth interviews, focus groups, and observation, researchers can gather detailed information about participants’ experiences and perspectives that may be missed by other research methods.
  • Flexibility : Qualitative research is a flexible approach that allows researchers to adapt their methods to the research question and context. Researchers can adjust their research methods in real-time to gather more information or explore unexpected findings.
  • Contextual understanding: Qualitative research is well-suited to exploring the social and cultural context in which individuals or groups are situated. Researchers can gather information about cultural norms, social structures, and historical events that may influence participants’ experiences and perspectives.
  • Participant perspective : Qualitative research prioritizes the perspective of participants, allowing researchers to explore subjective experiences and understand the meanings that participants attach to their experiences.
  • Theory development: Qualitative research can contribute to the development of new theories and insights about complex social phenomena. By gathering rich, detailed data and using inductive data analysis, researchers can develop new theories and explanations that may challenge existing understandings.
  • Validity : Qualitative research can offer high validity by using multiple data collection methods, purposive and diverse sampling, and researcher reflexivity. This can help ensure that findings are credible and trustworthy.

Limitations of Qualitative Research

Qualitative research also has some limitations, including:

  • Subjectivity : Qualitative research relies on the subjective interpretation of researchers, which can introduce bias into the research process. The researcher’s perspective, beliefs, and experiences can influence the way data is collected, analyzed, and interpreted.
  • Limited generalizability: Qualitative research typically involves small, purposive samples that may not be representative of larger populations. This limits the generalizability of findings to other contexts or populations.
  • Time-consuming: Qualitative research can be a time-consuming process, requiring significant resources for data collection, analysis, and interpretation.
  • Resource-intensive: Qualitative research may require more resources than other research methods, including specialized training for researchers, specialized software for data analysis, and transcription services.
  • Limited reliability: Qualitative research may be less reliable than quantitative research, as it relies on the subjective interpretation of researchers. This can make it difficult to replicate findings or compare results across different studies.
  • Ethics and confidentiality: Qualitative research involves collecting sensitive information from participants, which raises ethical concerns about confidentiality and informed consent. Researchers must take care to protect the privacy and confidentiality of participants and obtain informed consent.

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    General steps for conducting a conceptual content analysis: 1. Decide the level of analysis: word, word sense, phrase, sentence, themes ... Three Approaches to Qualitative Content Analysis.Qualitative Health Research. 15(9): 1277-1288. Elo S, Kaarianinen M, Kanste O, Polkki R, Utriainen K, & Kyngas H. (2014). Qualitative Content Analysis: A ...

  10. How to do a content analysis [7 steps]

    A step-by-step guide to conducting a content analysis. Step 1: Develop your research questions. Step 2: Choose the content you'll analyze. Step 3: Identify your biases. Step 4: Define the units and categories of coding. Step 5: Develop a coding scheme. Step 6: Code the content. Step 7: Analyze the Results. In Closing.

  11. Reflexive Content Analysis: An Approach to Qualitative Data Analysis

    In prior descriptions of qualitative content analysis, codes are typically characterized as concise tags ... sections outline the processes and critical considerations involved in conducting an inductive RCA within a qualitative research framework. How to conduct each stage of the analysis process will be discussed through the use of a ...

  12. How To Conduct Content Analysis: A Comprehensive Guide

    Content analysis, a diverse research method, provides an organized approach for dissecting and comprehending communication in its multiple forms. Whether evaluating textual documents, visual images, social media content, or audio recordings, content analysis provides researchers with the tools they need to discover hidden meanings, identify ...

  13. Qualitative Content Analysis

    Qualitative content analysis is one of the several qualita-tive methods currently available for analyzing data and inter-preting its meaning (Schreier, 2012). As a research method, it represents a systematic and objective means of describing and quantifying phenomena (Downe-Wamboldt, 1992; Schreier, 2012).

  14. Content Analysis

    Abstract. In this chapter, the focus is on ways in which content analysis can be used to investigate and describe interview and textual data. The chapter opens with a contextualization of the method and then proceeds to an examination of the role of content analysis in relation to both quantitative and qualitative modes of social research.

  15. Content Analysis

    The term "content analysis" is used in two distinct ways in methodological discourse. The first defines the term broadly as analyzing qualitative data sources, as in "analyzing content.". The second definition is a specific approach to qualitative data analysis that uses word and term searches to identify patterns in language use in ...

  16. 8-step procedure to conduct qualitative content analysis in a research

    The method of the analysis comprises following 8 steps: Preparation of data: As discussed previously, there are several ways by which one can collect the data for qualitative content analysis. However one needs to be transform the data before the analysis can start. From the data set which the researcher has collected, choice of "content ...

  17. Qualitative Content Analysis: a Simple Guide with Examples

    In short, coding in the context qualitative content analysis follows 2 steps: Reading through the text one time. Adding 2-5 word summaries each time a significant theme or idea appears. Word frequency is simply counting the number of times a word appears in a text, as well as its proximity to other words.

  18. Qualitative Content Analysis 101: The What, Why & How (With ...

    Learn about content analysis in qualitative research. We explain what it is, the strengths and weaknesses of content analysis, and when to use it. This video...

  19. Inductive content analysis: A guide for beginning qualitative researchers

    Keywords: qualitative content analysis; inductive content analysis; qualitative research methods 1 Murdoch Children's Research Institute, The Royal Children's Hospital, Australia ... conduct of qualitative research for those new to the field. This article is presented in a way that directly addresses the new researcher, not the expert. ...

  20. Qualitative Content Analysis

    Qualitative content analysis (cf. Mayring, 2015b, 2020, 2021; Kuckartz, 2014) is a methodological approach to text analysis mainly in social sciences, which can be used in empirical research projects working with textual material like interview or group discussion transcripts, open observational protocols (field notes) or document analyses ...

  21. Qualitative Content Analysis

    It is a flexible research method ( Anastas, 1999 ). Qualitative content analysis may use either newly collected data, existing texts and materials, or a combination of both. It may be used in exploratory, descriptive, comparative, or explanatory research designs, though its primary use is descriptive.

  22. PDF Qualitative Analysis of Content

    Step 1: Prepare the Data. Qualitative content analysis can be used to analyze various types of data, but generally the data need to be transformed into written text before analysis can start. If the data come from existing texts, the choice of the content must be justified by what you want to know (Patton, 2002).

  23. Directed qualitative content analysis: the description and elaboration

    Use of keywords such as 'directed content analysis', 'deductive content analysis' and 'qualitative content analysis' led to 13,738 potentially eligible papers. Applying inclusion criteria such as 'focused on directed qualitative content analysis' and 'published in peer-reviewed journals'; and removal of duplicates resulted ...

  24. (PDF) Qualitative content analysis

    Creswell (2007) confirm that q ualitative conte nt. analysis is a flexible method of analising qualitative data. which uses induct ive and deductive ap proaches or a. combination of both ...

  25. How to Research Online Newspaper Articles to Conduct a Qualitative

    Furthermore, an overview of the 12 stages of the qualitative content analysis process is presented and a specific focus is placed on studying online newspaper articles. The 12 stages of the process include steps such as identifying a theoretical problem, finding documents, developing a protocol, collecting, coding, organising data, data ...

  26. How to use and assess qualitative research methods

    How to conduct qualitative research? Given that qualitative research is characterised by flexibility, openness and responsivity to context, the steps of data collection and analysis are not as separate and consecutive as they tend to be in quantitative research [13, 14].As Fossey puts it: "sampling, data collection, analysis and interpretation are related to each other in a cyclical ...

  27. Content and Thematic Analysis Techniques in Qualitative Research

    Content analysis is also referred to as qualitative content analysis (Elo & Kyngäs, 2008) and ethnographic c ontent analysis (Altheide, 1987). It is a sys tematic process of coding

  28. Qualitative Research

    Content analysis can be quantitative or qualitative. Qualitative content analysis involves close reading and interpretation of texts to identify recurring themes, concepts, and patterns. ... A social worker may conduct qualitative research to explore social problems and to develop interventions to address them. This may involve conducting in ...

  29. Grounded Theory vs. Qualitative Content Analysis: What's the Difference

    → To learn more, check out The Practical Guide to Grounded Theory.. Qualitative Content Analysis Overview. Qualitative content analysis is a research method used to systematically categorize and interpret textual data. It organizes large amounts of data to identify patterns, concepts, keywords, categories, and themes.

  30. Content and Thematic Analysis Techniques in Qualitative Research

    It has been observed that qualitative research methodologies are increasingly used in educational research. However, many errors can occur in qualitative research at various stages, from planning the study to collecting data, from selecting participants to writing the findings. One of the processes where novice qualitative researchers experience the most problems is data analysis. At this ...