Managing Data in CAQDAS
Fielding, Nigel & Lee, Ray M. (1998)
Chapter 4 in Fielding & Lee, Computer Analysis and Qualitative Research, pp. 86-118
from COMPUTER ASSISTED QUALITATIVE DATA ANALYSIS SOFTWARE: A PRACTICAL PERSPECTIVE FOR APPLIED RESEARCH, JOSEPH B. BAUGH, ANNE SABER HALLCOM, and MARILYN E. HARRIS
Computer assisted qualitative data analysis software (CAQDAS) holds a chequered reputation to date
in academia, but can be useful to develop performance metrics in the field of corporate social and
environmental responsibility and other areas of contemporary business. Proponents of using CAQDAS
cite its ability to save time and effort in data management by extending the ability of the researcher to
organize, track and manage data. Opponents decry the lack of rigor and robustness in the resultant
analyses. Research reveals that these opinions tend to be divided by “the personal biography and the
philosophical stance of the analyst” (Catterall & Maclaran, 1998, p. 207), as well as “age, computer
literacy, and experience as a qualitative researcher” (Mangabeira, Lee & Fielding, 2004, p. 170). A
more recent article (Atherton & Elsmore 2007) discussed the continuing debate on CAQDAS in
qualitative research: The two perspectives both indicate that CAQDAS should be used with care and consideration;
in ways that explicitly demonstrate a “fit” between the ethos and philosophical perspective(s)
underpinning a research study, on the one hand, and the means of ordering and manipulating
the data within CAQDAS on the other. (p. 75)
Despite the ongoing literary debate on the merits of CAQDAS, the use of computer-aided qualitative
data analysis has become acceptable to most qualitative researchers (Lee & Esterhuizen; Morison &
Moir, 1998; Robson, 2002). However, writers advise that researchers avoid the trap of letting the
software control the data analysis (Catterall & Maclaran, 1998). Morison and Moir counseled that
CAQDAS is merely one tool in the qualitative data analysis toolbox. No tool should replace the
researcher's capacity to think through the data and develop his or her emergent conclusions (Atherton
& Elsmore, 2007). On the other hand, Morison and Moir among others (e.g., Blank, 2004; Catterall &
Maclaran, 1998; Mangabeira et al., 2004) found the use of qualitative data analysis software can also
free up significant amounts of time formerly used in data management and encoding allowing the
researcher to spend more time in deeper and richer data evaluation.
Qualitative research studies to develop performance metrics can create huge amounts of raw data
(Miles & Huberman, 1994; Robson, 2002). Organizing, tracking, encoding, and managing the data are
not trivial tasks and the effort should not be underestimated by the applied researcher. Two
methodologies exist to handle these activities and manage the data during the data analysis phase. The
first methodology is a manual process, which must be done at times to avoid missing critical evidence
and provide trustworthiness in the process (Malterud, 2001), while the second methodology indicates
the use of technology for managing the data and avoid being overwhelmed by the sheer amount of raw
data (Lee & Esterhuizen, 2000). It is the experience of the authors that some manual processing must
be interspersed with CAQDAS. This provides an intimacy with the data which leads to the drawing of
credible and defensible conclusions. Thus, a mixed approach that melds manual and automated data
analyses seems most appropriate. A basic approach for applying traditional qualitative research
methodologies lies in the ability of CAQDAS to support data reduction through the use of a
“provisional start list” (Miles & Huberman, 1994, p. 58) of data codes that are often developed
manually from the research question.
A rise in the use of CAQDAS for applied research and other nonacademic research fields has been
identified (Fielding & Lee, 2002). Since CAQDAS is becoming more prevalent in nonacademic
researcher populations and can be useful for developing performance metrics for corporate social and
environmental responsibility and solving other complex business issues, it seems prudent at this
juncture to discuss how to use the software appropriately rather than rehash the argument for or
against using CAQDAS. Selection of and training with an appropriate CAQDAS package can help the researcher manage the mountains of data derived from qualitative research data collection methods
(Lee & Esterhuizen, 2000).