Integrating MAXQDA’s AI Assist features into the qualitative analysis workflow

Date:

14/11/2024

Organised by:

CAQDAS Networking Project, University of Surrey

Presenter:

Dr Sarah L. Bulloch

Level:

Entry (no or almost no prior knowledge)

Contact:

Email: daycourses@surrey.ac.uk

video conference logo

Venue: Online

Description:

Overview

MAXQDA is a powerful software for qualitative and mixed-methods analyses of text, audio, video, survey and social media data. Having integrated generative AI features, the software now offers new possibilities to researchers.

This one-day course provides an overview of MAXQDA’s functionality and explores the latest in MAXQDA’s AI Assist tools.  We consider moments within a qualitative data analysis workflow at which a researcher might lean on these AI tools, and the implications of doing so. 

The course explores what use of these tools might look like within research contexts, encouraging a method-sensitive approach to harnessing generative-AI technologies.

Using a critical lens to think through context-specific adoption of these new technologies, this course focuses on developing appropriate uses of tools to accomplish tasks, cautioning against both indiscriminate use of AI tools and complete abstention of their use.

The course combines discussion, demonstration and hands-on work, including:

  • Contextual discussions – developmental, methodological and analytical principles
  • Software Overview –interface, architecture, manual & automated tools
  • Analytic Planning – ensuring analytic strategies drive the appropriate use of software tools
  • Guided Instruction – step-by-step teaching in the operation of MAXQDA and the use of tools for analytic tasks

Participants will work on sample data and the whole group follows common tasks together and practices exercises individually. Work is structured to provide step-by-step support, including project set up, manual and AI-assisted coding and summarising, organising data to key characteristics and interrogating materials.

Please note: This is MAXQDA 2024 course, as this is the first version to contain the AI Assist functionality.  Participants using version 2022 or 2020  are welcome to attend but the main part of the course will cover the functions available for MAXQDA version 2024. The software is the same on Mac and Windows platform. Participants can use the trial version of MAXQDA 2024 to follow the course if they do not yet have a licence.

Learning outcomes

By the end of the course participants will be able to:

  • Understand the structure of MAXQDA and how it can be used throughout a research project.
  • Navigate around the software and operate it to undertake analysis.
  • Understand the importance of analytic planning in harnessing MAXQDA tools powerfully.
  • Set-up a MAXQA project to reflect initial research design and change structures as a research project progresses.
  • Identify MAXQDA tools that can be used to fulfil specific analytic tasks, including Documents, manually created and AI-suggested Codes, Variables, Memos, manual and AI-assisted Summaries and Interrogation tools.

Make informed decisions about where and when it may be appropriate to use AI Assist tools within the qualitative analysis workflow.

Course content

  • Introduction to MAXQDA’s components
  • Tips for data preparation, transcription, import and organisation
  • Data exploration and familiarisation, including AI-assisted summaries and AI-assisted Chat with Documents.
  • Coding strategies – inductive, deductive approaches; manual and automated approaches; including AI assisted coding.
  • Organising materials to factual characteristics such as socio-demographics (variables) to facilitate interrogation.
  • Use of writing and visualisation tools to reflect on data and processes
  • Querying and outputting

Learning and teaching methods

  • Presentations
  • Demonstrations,
  • Guided hands-on exercises,
  • Independent hands-on work

Cost:

£98 UGPN student discount
£130 Students (all non-UGPN)
£138 UGPN staff discount
£155 Education and charitable sector applicants
£230 Government and commercial sector applicants

Website and registration:

Register for this course

Region:

International

Keywords:

Qualitative Data Handling and Data Analysis, Qualitative Software, Maxqda, Computer Aided Qualitative Analysis Software (CAQDAS)


Related publications and presentations from our eprints archive:

Qualitative Data Handling and Data Analysis
Qualitative Software
Maxqda
Computer Aided Qualitative Analysis Software (CAQDAS)

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