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Doing thematic analysis: step-by-step guide

Some of the phases of thematic analysis are
similar to the phases of other qualitative
research, so these stages are not necessarily
all unique to thematic analysis. The process
starts when the analyst begins to notice,
and look for, patterns of meaning and
issues of potential interest in the data /
this may be during data collection. The
endpoint is the reporting of the content
and meaning of patterns (themes) in the
data, where ‘themes are abstract (and often
fuzzy) constructs the investigators identify
[sic] before, during, and after analysis’
(Ryan and Bernard, 2000: 780). Analysis
involves a constant moving back and forward
between the entire data set, the coded
extracts of data that you are analysing, and
the analysis of the data that you are producing.
Writing is an integral part of analysis,
not something that takes place at the end, as
it does with statistical analyses. Therefore,
writing should begin in phase one, with the
jotting down of ideas and potential coding
schemes, and continue right through the
entire coding/analysis process.
There are different positions regarding
when you should engage with the literature
relevant to your analysis / with some
arguing that early reading can narrow your
analytic field of vision, leading you to focus
on some aspects of the data at the expense
of other potentially crucial aspects. Others
argue that engagement with the literature
can enhance your analysis by sensitizing
you to more subtle features of the data
(Tuckett, 2005). Therefore, there is no one
right way to proceed with reading for thematic
analysis, although a more inductive
approach would be enhanced by not engaging
with literature in the early stages of
analysis, whereas a theoretical approach
requires engagement with the literature
prior to analysis.
We provide an outline guide through the
six phases of analysis, and offer examples to
demonstrate the process.7 The different
phases are summarized in Table 1. It is
important to recognize that qualitative analysis
guidelines are exactly that / they are
not rules, and, following the basic precepts,
will need to be applied flexibly to fit the
research questions and data (Patton, 1990).
Moreover, analysis is not a linear process of
simply moving from one phase to the next.
Instead, it is more recursive process, where
movement is back and forth as needed,
throughout the phases. It is also a process
86 V Braun and V Clarke
that develops over time (Ely et al., 1997),
and should not be rushed.
Phase 1: familiarizing yourself with your
data
When you engage in analysis, you may have
collected the data yourself, or they may have
been given to you. If you collected them
through interactive means, you will come to
the analysis with some prior knowledge of
the data, and possibly some initial analytic
interests or thoughts. Regardless, it is vital
that you immerse yourself in the data to the
extent that you are familiar with the depth
and breadth of the content. Immersion
usually involves ‘repeated reading’ of the
data, and reading the data in an active way /
searching for meanings, patterns and so on.
It is ideal to read through the entire data set
at least once before you begin your coding,
as ideas and identification of possible patterns
will be shaped as you read through.
Whether or not you are aiming for an
overall or detailed analysis, are searching
for latent or semantic themes, or are data- or
theoretically-driven will inform how the
reading proceeds. Regardless, it is important
to be familiar with all aspects of your
data. At this phase, one of the reasons why
qualitative research tends to use far smaller
samples than, for example, questionnaire
research will become apparent / the reading
and re-reading of data is time-consuming.
It is, therefore, tempting to skip over
this phase, or be selective. We would
strongly advise against this, as this phase
provides the bedrock for the rest of the
analysis.
During this phase, it is a good idea to start
taking notes or marking ideas for coding
that you will then go back to in subsequent
phases. Once you have done this, you are
ready to begin, the more formal coding
process. In essence, coding continues to be
developed and defined throughout the entire
analysis.
Transcription of verbal data
If you are working with verbal data, such as
interviews, television programmes or political
speeches, the data will need to be
transcribed into written form in order to
conduct a thematic analysis. The process of
transcription, while it may seen time-consuming,
frustrating, and at times boring, can
be an excellent way to start familiarizing
yourself with the data (Riessman, 1993).
Further, some researchers even argue
it should be seen as ‘a key phase of
data analysis within interpretative qualitative
methodology’ (Bird, 2005: 227), and
recognized as an interpretative act, where
Table 1 Phases of thematic analysis
Phase Description of the process

  1. Familiarizing yourself
    with your data:
    Transcribing data (if necessary), reading and re-reading the data, noting down
    initial ideas.
  2. Generating initial codes: Coding interesting features of the data in a systematic fashion across the entire
    data set, collating data relevant to each code.
  3. Searching for themes: Collating codes into potential themes, gathering all data relevant to each
    potential theme.
  4. Reviewing themes: Checking if the themes work in relation to the coded extracts (Level 1) and the
    entire data set (Level 2), generating a thematic ‘map’ of the analysis.
  5. Defining and naming
    themes:
    Ongoing analysis to refine the specifics of each theme, and the overall story the
    analysis tells, generating clear definitions and names for each theme.
  6. Producing the report: The final opportunity for analysis. Selection of vivid, compelling extract
    examples, final analysis of selected extracts, relating back of the analysis to the
    research question and literature, producing a scholarly report of the analysis.
    Using thematic analysis in psychology 87
    meanings are created, rather than simply a
    mechanical act of putting spoken sounds on
    paper (Lapadat and Lindsay, 1999).
    Various conventions exist for transforming
    spoken texts into written texts (see Edwards
    and Lampert, 1993; Lapadat and Lindsay,
    1999). Some systems of transcription have
    been developed for specific forms of analysis
    / such as the ‘Jefferson’ system for CA (see
    Atkinson and Heritage, 1984; Hutchby and
    Wooffitt, 1998). However, thematic analysis,
    even constructionist thematic analysis, does
    not require the same level of detail in the
    transcript as conversation, discourse or even
    narrative analysis. As there is no one way to
    conduct thematic analysis, there is no one set
    of guidelines to follow when producing a
    transcript. However, at a minimum it requires
    a rigorous and thorough ‘orthographic’
    transcript / a ‘verbatim’ account of
    all verbal (and sometimes nonverbal / eg,
    coughs) utterances.8 What is important is
    that the transcript retains the information
    you need, from the verbal account, and in a
    way which is ‘true’ to its original nature (eg,
    punctuation added can alter the meaning of
    data / for example ‘I hate it, you know. I do’
    versus ‘I hate it. You know I do’, Poland,
    2002: 632), and that the transcription convention
    is practically suited to the purpose of
    analysis (Edwards, 1993).
    As we have noted, the time spent in
    transcription is not wasted, as it informs
    the early stages of analysis, and you will
    develop a far more thorough understanding
    of your data through having transcribed it.
    Furthermore, the close attention needed to
    transcribe data may facilitate the close reading
    and interpretative skills needed to analyse
    the data (Lapadat and Lindsay, 1999). If
    your data have already been, or will be,
    transcribed for you, it is important that you
    spend more time familiarising yourself with
    the data, and also check the transcripts back
    against the original audio recordings for
    ‘accuracy’ (as should always be done).
    Phase 2: generating initial codes
    Phase 2 begins when you have read and
    familiarized yourself with the data, and have
    generated an initial list of ideas about what
    is in the data and what is interesting about
    them. This phase then involves the production
    of initial codes from the data. Codes
    identify a feature of the data (semantic
    content or latent) that appears interesting
    to the analyst, and refer to ‘the most basic
    segment, or element, of the raw data or
    information that can be assessed in a meaningful
    way regarding the phenomenon’
    (Boyatzis, 1998: 63). See Figure 1 for an
    example of codes applied to a short segment
    of data. The process of coding is part of
    analysis (Miles and Huberman, 1994), as you
    are organising your data into meaningful
    groups (Tuckett, 2005). However, your
    coded data differ from the units of analysis
    (your themes), which are (often) broader.
    Your themes, which you start to develop in
    the next phase, are where the interpretative
    analysis of the data occurs, and in relation to
    which arguments about the phenomenon
    being examined are made (Boyatzis, 1998).
    Coding will, to some extent, depend on
    whether the themes are more ‘data-driven’
    or ‘theory-driven’ / in the former, the
    Data extract Coded for
    it’s too much like hard work I mean how much paper have you got to sign
    to change a flippin’ name no I I mean no I no we we have thought about it
    ((inaudible)) half heartedly and thought no no I jus- I can’t be bothered,
    it’s too much like hard work. (Kate F07a)
  7. Talked about with partner
  8. Too much hassle to change name
    Figure 1 Data extract, with codes applied (from Clarke et al ., 2006)
    88 V Braun and V Clarke
    themes will depend on the data, but in the
    latter, you might approach the data with
    specific questions in mind that you wish to
    code around. It will also depend on whether
    you are aiming to code the content of the
    entire data set, or whether you are coding to
    identify particular (and possibly limited)
    features of the data set. Coding can be
    performed either manually or through a
    software programme (see, eg, Kelle, 2004;
    Seale, 2000, for discussion of software
    programmes).
    Work systematically through the entire
    data set, giving full and equal attention to
    each data item, and identify interesting
    aspects in the data items that may form
    the basis of repeated patterns (themes)
    across the data set. There are a number of
    ways of actually coding extracts. If coding
    manually, you can code your data by writing
    notes on the texts you are analysing,
    by using highlighters or coloured pens to
    indicate potential patterns, or by using
    ‘post-it’ notes to identify segments of data.
    You may initially identify the codes, and
    then match them with data extracts that
    demonstrate that code, but it is important in
    this phase to ensure that all actual data
    extracts are coded, and then collated together
    within each code. This may involve
    copying extracts of data from individual
    transcripts or photocopying extracts of
    printed data, and collating each code together
    in separate computer files or using
    file cards. If using computer software, you
    code by tagging and naming selections of
    text within each data item.
    Key advice for this phase is: (a) code for as
    many potential themes/patterns as possible
    (time permitting) / you never know what
    might be interesting later; (b) code extracts
    of data inclusively / ie, keep a little of the
    surrounding data if relevant, a common
    criticism of coding is that the context is
    lost (Bryman, 2001); and (c) remember that
    you can code individual extracts of data in
    as many different ‘themes’ as they fit into /
    so an extract may be uncoded, coded once,
    or coded many times, as relevant. Note that
    no data set is without contradiction, and a
    satisfactory thematic ‘map’ that you will
    eventually produce / an overall conceptualization
    of the data patterns, and relationships
    between them9 / does not have to
    smooth out or ignore the tensions and
    inconsistencies within and across data
    items. It is important to retain accounts
    that depart from the dominant story in the
    analysis, so do not ignore these in your
    coding.

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