Qualitative Thematic Analysis
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Thematic Analysis
Thematic analysis is a general method for qualitative analysis of transcripts or other
similar text data sources. It is applicable in all approaches to qualitative methodology. In
general, thematic analysis has three “levels,” which are analyzed sequentially. This
description gives a step-by-step approach to thematic analysis. (Other approach-specific
variations on thematic analysis can be found in the literatures of ethnography, case study,
grounded theory, phenomenology, and heuristic phenomenology.)
1. Step One: Prepare data and transcript
1.1. Transcribe the data accurately. Preserve master copy separately so that it is not
worked on or altered from normal margins, format, etc. You will keep this master
copy of your data until you destroy all data at end of seven year period.
1.2. Prepare two or three
workingcopies: Double or triple spacing, 3-4 spaces after
period, wide margins, paragraphs numbered. Keep the working data copies until
dissertation is approved, in case revisions or questions are suggested.
1.3. Read the entire master transcript for meaning and sense.
1.4. Re-read the entire transcript at least once or more. Most workers read until
confident of overall meaning of the text.
2. Step Two: Identify Meaning Units
2.1. Prepare the transcript
2.2. Divide the original text into meaning units – single thought units, using a simple
method (e.g., underlining alternate meaning units, italicizing, etc. Avoid color
coding.). A meaning unit is a string of text that expresses a single coherent
thought, up to the point at which the coherent thought changes. Often this point is
the end of a sentence, but sometimes is mid-sentence.
2.3. Numerate or otherwise code each meaning unit for later tracking and
organization.
2.4.
Check your work:Review each and every meaning unit identified to ensure it is a
change of subject from the previous meaning unit.
3. Step Three: Group patterned meaning units
3.1. Identify recurring meaning units.
3.2. Group recurring meaning units together.
3.3.
Check your work:Return to master transcript and re-read for sense. Review your
meaning units and revise as needed.
4. Step Four: Generate Theme statements
4.1. For each group of meaning units, identify or generate a word or brief phrase
stating the meaning shared in all instances of the meaning units. These
words/phrases are basic
themes.
4.2.
Check your workI: Re-read master transcript with themes in mind to ensure
accuracy. Revise any theme word or phrase to fit the overall meaning of the
original meaning units.
4.3.
II: Re-read the meaning units in their groups to ensure the5.
Step Five: Create tables or matrices of themes and meaning units (instances ofthemes)
5.1. For each theme, identify all the meaning units which are examples of the theme.
5.2. Create a Table or Matrix for each theme, showing all the related meaning units
which exemplify the theme.
5.3.
Check your work: evaluate EACH meaning unit to ensure that the themeadequately and accurately captures its meaning.
6. Step Six: Write out a Summary of the themes
6.1. Write a brief narrative summarizing the main issues being investigated.
6.2. Write an introductory sentence or brief paragraph to provide context to the theme
statements.
6.3. Write one or two (at most) declarative sentences to describe each theme.
6.4.
Check your work:6.4.1. Compare each theme statement with the theme words or phrases generated
in Step Four to ensure that the theme statement adequately and accurately
expresses their original meanings.
6.4.2. Compare each theme statement with all instances (meaning units) in the
Step Five matrices to ensure that the theme statement adequately and
accurately expresses their meanings.
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