Abstract
Teaching qualitative methods to students has become more frequent in social work programs. The use of computer-assisted qualitative data analysis software has also increased. Improper use of these software programs, however, can lead to misinterpretation of qualitative data. Computer-assisted qualitative data analysis software instruction has evolved in an ad hoc manner in spite of the importance of correct use of this software. This results in a lack of thorough knowledge of computer-assisted qualitative data analysis software or knowledge of the software that poorly incorporates qualitative methodology. We propose a new model that addresses these barriers by incorporating computer-assisted qualitative data analysis software instruction with qualitative inquiry via a dual instruction method. This model centers on the collaboration between the qualitative faculty instructor and a specialized computer-assisted qualitative data analysis software trainer. The result of this is integration of qualitative research knowledge with computer-assisted qualitative data analysis software skills. Both the faculty member and specialized computer-assisted qualitative data analysis software trainer have the opportunity to work with the students and collaborate with one another. This paper describes the new model, including its conception and requirements for its implementation. We discuss our own experiences implementing the model and offer individual reflections of the faculty member, the trainer, and a student from the pilot program. The results appear to be more effective and appropriate use of this software.
Keywords
One of the results of the 1980s “paradigm wars” between qualitative and quantitative researchers has been increased acceptance and popularity of qualitative methods (Bergman, 2011; Bryman, 2006; Denzin, 2008; Patton, 2002). Social work benefits from this popularity because of the overlap of social work inquiry with qualitative methods (Epstein, 1988; Sherman and Reid, 1994; Taylor, 1977). However, qualitative methods have been criticized due to a potential lack of reliability, validity, legitimacy, and trustworthiness of the findings (Reid, 2001; Shenton, 2004). These criticisms have grown with the popularity of evaluation research (Lietz and Zayas, 2010). Qualitative researchers are constantly in the process of finding ways to address these concerns and improve the perceived legitimacy of qualitative research in social work (Barusch et al., 2011).
The use of computer-assisted qualitative data analysis software (CAQDAS) has increased both perceived legitimacy of qualitative research and questions about its impact on rigor. These programs assist with qualitative data collection and analysis (Fielding et al., 2013). There are a number of similar CAQDAS packages available. These include ATLAS.ti (ATLAS.ti GMBH, 2014), MAXQDA (VERBI Berlin Germany, 2011), NVivo (QSR International, 2012), and HyperResearch (Researchware, 2015). Current CAQDAS programs give the ability to enter data, code, organize, and interpret qualitative data. Recent versions of the programs are more technologically advanced and have the ability to import and analyze web-based data (such as blogs, discussion boards, and web sites) along with digital media and computerized logs (Drisko, 2013; Gibbs et al., 2002; Patton, 2002; Wickham and Woods, 2005). CAQDAS is helpful as a first step of locating useful data from within greater sets, such as social media because of its ability to sort through large amounts of text (Wiedemann, 2013). With these programs, researchers can find words or phrases within large amounts of their own data or can tag text to make it easier to locate later (Bong, 2007). CAQDAS can also support techniques specific to qualitative methodologies, such as the iterative processes of grounded theory and the constant comparative method (Bong, 2007; Wickham and Woods, 2005).
Standard software used in data collection and analysis helps address concerns of reliability, validity, legitimacy, and trustworthiness in qualitative research. For example, CAQDAS can enable the researcher to make all of their coding and analysis public. This demystifies the researcher’s personal process (Constas, 1992) and creates an audit trail (Anfara et al., 2002). Readers can then look at the data critically and in detail. This adds to the trustworthiness and rigor of qualitative research by creating transparency in the process (Constas, 1992; Sinkovics et al., 2008; Wickham and Woods, 2005). Additionally, CAQDAS can aid in instruction of qualitative methods. These software packages enable educators to see the student’s coding and creation of themes, memo writing, and note taking. This allows for more discussion between instructor and student of the qualitative reasoning process (Carvajal, 2002; Creswell, 2012; Johnston, 2006; Oktay, 2012; Tagg, 2011).
There are, however, concerns about how CAQDAS are used in research, in spite of their potential to increase rigor. CAQDAS can enable researchers to associate numbers with the coding process, which can encourage inappropriate replication of quantitative techniques or create distance from the data (Coffey et al., 1996; MacMillan and Koenig, 2004). This can lead to oversimplification of the data, removing the qualitative aspect of the data (Bryman and Bell, 2003; Jack and Westwood, 2006). Researchers using CAQDAS can also substitute computer-generated information for their own findings. This takes away from the qualitative narrative and may enable the researcher to make conclusions that are not justified by the data (GoldenBiddle and Locke, 2007; Jack and Westwood, 2006; Patton, 2002). Thus, it is important to ensure that researchers become conscientious consumers of CAQDAS. They must understand both how to correctly use the software and how to apply it appropriately in the service of their chosen methods (Bong, 2007; Carvajal, 2002).
CAQDAS instruction
Social work researchers and educators agree that proper education of CAQDAS is essential given their growing prevalence and the perils of improper use (Drisko, 2004, 2013; Lee and Fielding, 1996; Oktay, 2012; Padgett, 2008). However, there is little information available on best practices in teaching CAQDAS; education of this software has emerged in an ad hoc fashion (Cisneros Puebla and Davidson, 2012). Currently, the three most prominent instructional avenues for teaching social work students CAQDAS are self-teaching, workshops, and faculty instruction.
There are a number of available ways that enable CAQDAS to be self-taught by the student. These include web-based programs and guides, software manuals, and instructional texts (e.g. Gibbs et al., n.d; Lse.ac.uk, 2015). Students direct all aspects of the learning process with self-taught programs, from the type of instruction materials used to the speed of the learning. This method lets the student choose whether to use real data while practicing, which could be the student’s own data. Use of one’s own data when learning CAQDAS is one of the few factors researchers believe represent educational best practices (Carvajal, 2002). This approach represents the ideals of adult education because it respects autonomy and the desire to be self-directed (Lindeman, 1989). Ultimately, however, CAQDAS are not well suited to be self-taught. The software programs are difficult to learn and use (Bergin, 2011). This style of learning also separates students from learning in the context of their social work programs (Johnston, 2006; Tagg, 2011). Additionally, if a student does not have data or access to data, it can further hinder correct application by relying on unrelatable data (Creswell, 2012; Padgett, 2008). Given the ease of and concerns of misuse of CAQDAS, poor learning of these programs is particularly concerning. Self-taught students of CAQDAS may not have any evaluation method to gauge their ability to use the software appropriately or to identify their own limitations.
Some social work students learn CAQDAS as part of a course in their formal educational program. Researchers believe that the combination of learning qualitative methodology alongside of CAQDAS instruction is a valuable method (Jackson, 2003). Instructing students this way allows them to use their own data, which is another suggested practice of CAQDAS education (Carvajal, 2002). This method addresses the potential disconnect between the software and the methodology, which helps students apply CAQDAS to their qualitative research (Creswell, 2012; Johnston, 2006; Padgett, 2008; Tagg, 2011). However, individual differences among faculty members may make this style of instruction problematic. Some faculty members may downplay the importance of the technology due to their own views and priorities (Kemp et al., 2014). Others may believe in the importance of CAQDAS but be uneducated in their application (Holland and Holland, 2014). Faculty teaching CAQDAS may not be realistic given the technological skills and time commitments required to keep up with the ever-changing technology (Holland and Holland, 2014; Horwath and Shardlow, 2000; Light et al., 2009; Litzelfelner et al., 2001) The result of this can be ineffectual education, creating gaps in student knowledge and use of CAQDAS.
The most common way students learn CAQDAS is via training workshops. These are offered either by the software developers or by trained consultants (Learnatlas.com, 2015; MAXQDA: The Art of Data Analysis, 2015; Qdatraining.eu, 2015). Workshops are conducted by specialized trainers and typically last for several days during which students engage in an intensive learning experience. Workshops can be conducted at all levels of learning, from beginner to advanced. They also may incorporate ongoing learning, such as attendee–accessible training videos and support. Workshop trainers are generally well versed in CAQDAS and can provide students details about the functions of the software. Despite their popularity, there are a number of drawbacks to instruction of CAQDAS through a workshop. Offsite workshops cost approximately $550 per workshop, not including the travel accommodations required by the student. Trainers hired to provide workshops onsite cost approximately $2500 for two days of instruction (Learnatlas.com, 2015; MAXQDA The Art of Data Analysis, 2015; Qdatraining.eu, 2015). Workshops tend to focus on advances in the software or in the use of the software for nonqualitative analyses. This is because workshops are designed for broad audiences. Most workshops are taught outside of the field of social work by trainers rather than qualitative researchers. The result is that workshops are disconnected from the academic program and do not allow for the recommended blended learning of qualitative theory and methodology (Carvajal, 2002; Creswell, 2012; Johnston, 2006; Padgett, 2008; Tagg, 2011).
Purpose
The purpose of this paper is to propose a new model for teaching CAQDAS to social work students based on dual instruction by a faculty member and a specialized trainer. This model was designed to include the strengths and address the shortcomings of the current systems of CADAS education. This paper includes an evaluation of the success of the model, termed, the dual instructional model and recommendations for future implementation. The faculty member, specialized trainer, and a student each offer their reflections as participants in the implementation of the new model.
Development and implementation
The dual instructional model for teaching CAQDAS to social work students was created by an experienced qualitative PhD faculty member at a large research university. At the time, this school had both introductory and advanced qualitative research courses. The introductory course was mandatory for all PhD students and broad. This introductory course briefly discussed CAQDAS, though without demonstration or application. The introductory course was a prerequisite for the more in-depth advanced course. Although the faculty instructor has expertise in qualitative philosophy and methodology, she did not feel that she could teach students CAQDAS in as detailed a way that would most benefit the students. With this in mind, the instructor developed a relationship with a specialized CAQDAS trainer who typically worked as an instructor for CAQDAS workshops. The two developed a course curriculum addressing qualitative philosophy and methodology while incorporating CAQDAS application.
The advanced qualitative course is typically taught seminar style and is 3 h per week for 16 consecutive weeks. The result of this collaboration was the integration of five 1 h long, trainer-led sessions into the course from week two through week six. During course week one, the faculty discussed this instructional method and asked students to download the CAQDAS (NVivo, in this case) prior to the next class session. The following week, the instructor introduced the CAQDAS trainer, who began instruction in first hour of the course. For the following weeks, he would provide a lesson for the first hour of the class, followed by 2 h of seminar-style instruction and discussion led by the faculty member.
The faculty member and CAQDAS trainer created plans to complement one another, pairing topics, at home activities, reflections, and processing similar to the model suggested by Langer et al. (2007). Sessions covered the basic CAQDAS functions of setting up a project, entering data, coding, creating cases, and doing queries. The sessions began with the trainer demonstrating the topic of the week. This demonstration would be projected on a large screen at the front of the classroom. This was followed by a hands-on activity in which a small project developed for the course was used to show students how to create or use the software feature. For example, when the topic was coding, the trainer showed the coding screen using one of the faculty member’s coded research studies. He then engaged the students in the coding of a class project that had been developed specifically for the seminar. At the end of the session, the students were given an exercise in which they were asked to code data before the next week’s meeting. Each session required students to perform a task corollary to the one demonstrated in class. In the first sessions, students used data from the faculty instructor; later sessions allowed students to use their own data to practice. Students were able to ask questions both during instructional time and by communicating with the trainer and the faculty member as needed outside of course time.
Results
The dual instructional model was implemented in this course for the first time in the spring of 2013. The participating faculty member has experience teaching qualitative research to PhD students. The specialized trainer is the employee of a large CAQDAS-focused training company. He had previously worked with the faculty member and was chosen due to his willingness to participate in model development. Due to geographical and cost restrictions, the trainer was not able to be present in person. Instead, he interacted with the class via voice over IP. The initial course participants included six doctoral students, four of whom were pursuing a doctorate in social work and had their master’s in social work.
Reflections
Faculty reflection
The dual instructional model was a much better way to teach CAQDAS to doctoral social work students learning qualitative data analysis than were other current models. I particularly appreciated that students had open access to an expert in the software. While I use CAQDAS in my own data analysis, the trainer was much better than I at understanding and solving the problems the students were experiencing. The students taught by this new model did much more with CAQDAS in their own data analysis than students learning the software through other methods. Another benefit to this model was that I was able to show students how I use CAQDAS in my own research. Because the projects used to introduce the program were from the social work field, the students were able to understand them and to see how NVivo had contributed to the data analysis. Further, the students were all able to complete the exercises using their own data; their investment in these exercises led them to learn both benefits and limitations of CAQDAS.
In terms of difficulties with this educational model, there was additional work in setting up the sessions, communicating with the trainer, the technical assistant between sessions, and reviewing the students’ work. In addition, the frequent technical problems made me very nervous during the class sessions. If the technology failed, I had an additional job of serving as an intermediary between the students and the trainer. In terms of the course structure, the addition of the CAQDAS component led to an interruption in the flow of the not related part of the class. Because CAQDAS sessions were the first hour of a 3 h seminar, it was sometimes difficult for the students to transition from a very technical focus to abstract and philosophical discussions. CQDAS was only one component of the seminar, so I was reluctant to extend the time allotted to the distance learning piece if I thought it would be at the expense of other educational objectives.
The issue of how best to schedule the CAQDAS sessions remains. If sessions are scheduled early in the semester, when the students are introduced to the theoretical and philosophic background of qualitative research, the introduction of CAQDAS can disrupt the flow of the class. However, scheduling them later could mean that this component would not come in time to be used for the student projects and thus for the students’ own data interpretation. The addition of CAQDAS sessions also meant that the course content had to be adapted, and that some content that could not be easily integrated into this new component had to be eliminated, such as debates on philosophical lenses of qualitative research and an emphasis on non-coding-related techniques. Although the proposed model provided better integration of CAQDAS instruction than current ways of teaching, this model needs further development. The NVivo exercises need to be better integrated with the other course assignments required of the students. It was confusing to students to have two sets of assignments: one the traditional coding and analysis assignments (graded) and another set of NVivo exercises for practice (not graded).
Throughout the process, there were differential student reactions during the sessions. Doctoral students come into the class with a variety of expectations, technological experience, and levels of interest in learning CAQDAS. Although some are excited and eager to learn CAQDAS, others do not expect to use CAQDAS in their research. In terms of learning during sessions, some students were following the trainer and even jumping ahead, but others seemed to be overwhelmed. Students who were more interested and involved would ask detailed questions. During the answers to these questions, other students stopped following the lesson. This meant that students in the class were sometimes at different points in their understanding of the software. Ultimately, these drawbacks suggest that more tinkering needs to be done, though I believe the benefits to the students using this model make the time to improve the model worthwhile.
Trainer reflection
This teaching was unique in my experience because it blended the best that workshops have to offer with the best that distance elearning models have to offer at a fraction of the cost of a two-day workshop. This method is more efficient and cost-effective than the status quo. The blending of distance and onsite teaching and learning in this new model allows faculty to focus on the academic aspects of qualitative research while simultaneously allowing CAQDAS trainers to focus purely on what they do best, each knowing that the content area less familiar to them is being covered by their counterpart. The online support available between sessions ensures that students get the benefit of one-to-one support in their CAQDAS learning.
This model does require considerable collaboration between trainer and faculty. This limits growth of this method of delivering CAQDAS as these relationships and the courses that arise from them can only be uniquely developed course by course over time in each university setting, as, at this time, they are based on individual relationships between faculty and trainers. Related to this is the fact that trainers typically like to stay in their comfort zones, with neatly prepared tutorial data that deliver a “wow” factor during sessions. Additionally, using student data requires significantly more noncontact hours preparing for each session. However, once the program has been delivered successfully, it can then be rolled out repeatedly in that location with only minor modifications. Despite the extra effort required for each course, this method opens up numerous possibilities for future CAQDAS trainings.
If not done in person, the dual instructional model leaves the trainer dependent on the technological setup being correct in the receiving institution. If there are problems at the receiving institution, there is little the trainer can do to help in advance. Still to be resolved is the issue of student use of the trainer’s support between sessions. In the traditional workshop format there is time for the trainer to walk around and see what students are doing and help them as they run into problems. This was not possible in our sessions, due to both time and location concerns, so the practice time needs to take place between the sessions. Posttraining support between and after sessions is a vital component in this intervention because sessions were short and hands off. Although postsession support was included by the trainer as part of the program package, students were reluctant to use it; in-person learning offers an increased ability to build student–trainer rapport, and, in turn, helps to encourage students’ interest. Overall, however, the advantages of delivering CAQDAS training via the blended onsite and distance learning model considerably outweigh the disadvantages many of which could be resolved in future courses. In this instance, the financial cost to the learning instituting was over 75% less expensive than traditional workshops. Additionally, the students appeared to grasp the material more easily and their work showed more mastery of the software than in traditional workshops I have taught, indicating that this format was more beneficial to their learning.
Overall student evaluations
Of the six enrolled students, five completed the course evaluation at the end of the semester. In an effort to address potential bias, these evaluations collected no identifying information from students and are not made available to faculty until after grades were submitted. The evaluation question most relevant to the CAQDAS component of the course asked: “To what extent did the course meet the objective to understand the potential uses of qualitative data analysis software (NVivo 10) in analyzing qualitative data, as well as its limitations, and be able to code documents using this software?” Responses were open ended. All students were positive in terms of their comments, with one student simply answering “yes” and another saying she had “gained a greater understanding and was able to use it for coding project.” For the two other responses provided by students, one described the objective as being met “extremely well” and the other thought this particular course component was a “tremendous help.”
On the more general questions asked on the evaluation, some of the student responses referred to the CAQDAS session in the course. One appreciated the ability to tie their data to their learning: “I loved the NVivo training and process of using our own data and having incremental practice linked with assignments.” The same student answered the question “What, if anything, did the [faculty] trainer do that supported your learning?” by referring to the CAQDAS component, writing “integrating NVivo with course content.” Another student mentioned “learning a new software” in her list of the most helpful elements of the course while another answered with “NVIVO lessons with ‘trainer.”
In terms of more critical feedback, two of the students made suggestions regarding the CAQDAS training. Both suggested some lab time for practice with supervision, or a lab format (e.g. holding the CAQDAS sessions in a computer facility whereby all students could work along with the trainer) for the NVivo-focused session. One student suggested adding more exposure to other CAQDAS programs in addition to the NVivo training.
Individual student reflection
As a doctoral student, one of the most frightening things you can hear from a professor is “Let’s try something new.” Although I think there is a lot of fear from students in learning software packages, I do feel as though it is a marketable skill and one I would rather learn prior to rather than postdissertation. Thus, I reasoned that even if I did not fully grasp how to use CAQDAS at the end of the course, I would get some familiarity with the software. Ultimately, however, I became a proponent of teaching CAQDAS this way, in part due to the proficiency I was able to develop with it during this short time. What I have learned has made me more comfortable with using CAQDAS for a wider variety of projects, and I have more familiarity with features beyond coding even if I am not an expert in using them.
In spite of ultimately thinking this method is better for doctoral social work students to learn CAQDAS, there were several disadvantages to the method. We had the option of seeking help outside of class from our trainer. Although I occasionally experienced problems with the software, I never took advantage of this opportunity. Part of this was due to the desire for help at the very moment when there was a problem and an inability to explain the problem beyond “I think the screen that I should be seeing isn’t there.” Although our trainer offered to make plans so that he could meet at a certain time, I felt guilty him go out of his way to reteach me something we had just learned in class. Similarly, when I did encounter problems using the software, I was never sure if the error was mine or was an issue with the software. Finally, the experience of learning CAQDAS in combination with what we were learning in class was overwhelming. At times, it seemed like there was little overlap, especially in the early class session. This meant that the class consisted of 1 h of technological teaching in combination with 2 h instruction on general philosophy, history, notable figures in, and methodology of qualitative research; these two didn’t blend together logically in my head until later instruction.
The advantages to learning this way far outweigh the problems I experienced. The seminar setting made it easy and comfortable to ask questions, and the questions were able to be focused on social work research specifically. The combination of our trainer and our professor meant that things could be translated back and forth from social work to CAQDAS applicable terms. It also meant that when we asked questions, we got answers that were both technologically and qualitatively fulfilling to us. The experience led me to be more curious about CAQDAS than I would have been otherwise because I developed specific questions and curiosities based on my data. It also meant that my understanding of CAQDAS progressed in a natural manner over the course, rather than feeling forced as might be possible in a time-limited workshop format. Although there were concerns about integrating CAQDAS lessons into our seminar as a whole, the pacing of learning CAQDAS, practicing, and talking together about what we knew very successfully integrated the use of CAQDAS into my understanding of working with qualitative data.
Discussion
The dual instructional model was able to address researcher’s concerns about CAQDAS being taught separately from qualitative methodology. Integrating software into qualitative methodology instruction enabled students to connect them in their work. Students were also able to learn with their own data, and one student was able to use the course to gain skills with her dissertation data analysis. This model enables social work doctoral students to learn with others within their field and in a familiar setting. They are able to build a foundational knowledge of CAQDAS over time rather than in the space of a single workshop. Curiosity determined what was important to explore, rather than time or a trainer. Overall instructional quality was high, with qualitative methodology and CAQDAS each taught by a topic area specialist. The collaboration between the faculty member and trainer created a logical flow that was more informed than either could have made alone. The overall burden of the faculty member was also lessened in this model. She was able to concentrate on methodology rather than concentrating on software programs that are constantly subject to updates and revisions. Finally, in this instance the cost for implementing this model is for an entire class over several sessions was less than 20% of the cost of hiring a trainer for a two-day in-person workshop, or the equivalent of sending a single student to a two-day onsite workshop.
What didn’t work
The initial plan for five 1 h sessions was overly ambitious. In some sessions, it was impossible to get through the material in the time allotted. This was because of the scope of the CAQDAS instruction or seminar material; sometimes, neither could be covered thoroughly. The information concentrated in these sessions overwhelmed some of the students, who would then lose focus on the topic of the weekly seminar. The tight time schedule was exacerbated by tangential student questions based on their curiosity about the program’s capabilities. Student curiosity also led some students to try to reproduce the trainer’s work on their own laptops during the sessions. The press of a wrong button or different screen view than the trainer would result in distraction. These students could easily get lost in the complexities of the initial learning and miss the following instruction.
In early sessions, simply getting the technology to function correctly was a problem. Poor sound quality, slow internet speed, and inadequate room on the projection screen all had to be addressed before instruction could occur. Additionally, it was trying to get the CAQDAS to load on to some student’s computers, and the trainer had to balance working one on one with students with the needs of the whole group. Outside of class, large files needed to be exchanged between faculty member, trainer, and student, so that each could weigh in on the application of the software. However, because this was not during class time and each of these people was thus in a different location, all this had to be done online.
Recommendations
The original schedule of CAQDAS should be flexible and allow for modifications based on students’ needs. Several weeks in, students provided feedback that they felt overwhelmed; delaying material two weeks addressed this successfully. Students were more able to anticipate topics and their questions as they were able to learn more about both CAQDAS and qualitative methods. Delaying the start of the instruction until week three may use this to an advantage. Spacing sessions biweekly could give students more time to practice between sessions, as well as more time to absorb and process the material. Sessions could alternate between longer, new content-focused sessions and shorter, review sessions; this could address both the amount of content and the need for student processing. To address student distraction and trainer attention, sessions were reframed as designed for active listening rather than for students to follow along with the demonstration. Students were encouraged to wait until the exercises provided at the end of each class to try to replicate what they had seen on screen. Additionally, the faculty instructor and trainer created designated times for questions rather than allowing the instruction to be interrupted throughout.
Insofar as technological recommendations, it would be best practices for all in-class sessions to be recorded and made available to students outside of class as reference materials. This would act as a reference for students who need a reminder of a specific process while completing work outside of class, or as a refresher for students when different parts of projects require a review of tasks learned earlier. Ongoing communication between the faculty member, the trainer, and the university technology specialist is necessary in implementing this model. A test should also be run for all equipment prior to the first class session, to see exactly how things will look for student, faculty, and trainer. Again, instruction must be flexible: if a problem with technology is not easily able to be resolved, that component should be dropped, if only temporarily, when not essential to the students’ learning.
Conclusion
This paper is limited in terms of describing a single instance of implementation of the proposed dual instructional model with six doctoral level students. However, reflections and outcomes of participants suggest that implementation of this model may be superior to current standards of CAQDAS education. Future research should pay special attention to the properties and quality of the students’ use of CAQDAS after learning using this method. These should be compared with current methods for teaching CAQDAS to social work doctoral students to create a knowledge base of best practices. Based on the described experiences, teaching CAQDAS via the dual instructional model, with the modification discussed, is strongly recommended. This model can provide cost-effective, in-depth knowledge of CAQDAS that also addresses concerns of best practices application.
Footnotes
Declaration of conflicting interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Funding
The author(s) received no financial support for the research, authorship, and/or publication of this article.
