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• Content Analysis | Guide, Methods & Examples

Content Analysis | Guide, Methods & Examples

Published on July 18, 2019 by Amy Luo . Revised on June 22, 2023.

Content analysis is a research method used to identify patterns in recorded communication. To conduct content analysis, you systematically collect data from a set of texts, which can be written, oral, or visual:

• Books, newspapers and magazines
• Speeches and interviews
• Web content and social media posts
• Photographs and films

Content analysis can be both quantitative (focused on counting and measuring) and qualitative (focused on interpreting and understanding).  In both types, you categorize or “code” words, themes, and concepts within the texts and then analyze the results.

Table of contents

What is content analysis used for, advantages of content analysis, disadvantages of content analysis, how to conduct content analysis, other interesting articles.

Researchers use content analysis to find out about the purposes, messages, and effects of communication content. They can also make inferences about the producers and audience of the texts they analyze.

Content analysis can be used to quantify the occurrence of certain words, phrases, subjects or concepts in a set of historical or contemporary texts.

Quantitative content analysis example

To research the importance of employment issues in political campaigns, you could analyze campaign speeches for the frequency of terms such as unemployment , jobs , and work  and use statistical analysis to find differences over time or between candidates.

In addition, content analysis can be used to make qualitative inferences by analyzing the meaning and semantic relationship of words and concepts.

Qualitative content analysis example

To gain a more qualitative understanding of employment issues in political campaigns, you could locate the word unemployment in speeches, identify what other words or phrases appear next to it (such as economy,   inequality or  laziness ), and analyze the meanings of these relationships to better understand the intentions and targets of different campaigns.

Because content analysis can be applied to a broad range of texts, it is used in a variety of fields, including marketing, media studies, anthropology, cognitive science, psychology, and many social science disciplines. It has various possible goals:

• Finding correlations and patterns in how concepts are communicated
• Understanding the intentions of an individual, group or institution
• Identifying propaganda and bias in communication
• Revealing differences in communication in different contexts
• Analyzing the consequences of communication content, such as the flow of information or audience responses

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• Unobtrusive data collection

You can analyze communication and social interaction without the direct involvement of participants, so your presence as a researcher doesn’t influence the results.

• Transparent and replicable

When done well, content analysis follows a systematic procedure that can easily be replicated by other researchers, yielding results with high reliability .

• Highly flexible

You can conduct content analysis at any time, in any location, and at low cost – all you need is access to the appropriate sources.

Focusing on words or phrases in isolation can sometimes be overly reductive, disregarding context, nuance, and ambiguous meanings.

Content analysis almost always involves some level of subjective interpretation, which can affect the reliability and validity of the results and conclusions, leading to various types of research bias and cognitive bias .

• Time intensive

Manually coding large volumes of text is extremely time-consuming, and it can be difficult to automate effectively.

If you want to use content analysis in your research, you need to start with a clear, direct  research question .

Example research question for content analysis

Is there a difference in how the US media represents younger politicians compared to older ones in terms of trustworthiness?

Next, you follow these five steps.

1. Select the content you will analyze

Based on your research question, choose the texts that you will analyze. You need to decide:

• The medium (e.g. newspapers, speeches or websites) and genre (e.g. opinion pieces, political campaign speeches, or marketing copy)
• The inclusion and exclusion criteria (e.g. newspaper articles that mention a particular event, speeches by a certain politician, or websites selling a specific type of product)
• The parameters in terms of date range, location, etc.

If there are only a small amount of texts that meet your criteria, you might analyze all of them. If there is a large volume of texts, you can select a sample .

2. Define the units and categories of analysis

Next, you need to determine the level at which you will analyze your chosen texts. This means defining:

• The unit(s) of meaning that will be coded. For example, are you going to record the frequency of individual words and phrases, the characteristics of people who produced or appear in the texts, the presence and positioning of images, or the treatment of themes and concepts?
• The set of categories that you will use for coding. Categories can be objective characteristics (e.g. aged 30-40 ,  lawyer , parent ) or more conceptual (e.g. trustworthy , corrupt , conservative , family oriented ).

Your units of analysis are the politicians who appear in each article and the words and phrases that are used to describe them. Based on your research question, you have to categorize based on age and the concept of trustworthiness. To get more detailed data, you also code for other categories such as their political party and the marital status of each politician mentioned.

3. Develop a set of rules for coding

Coding involves organizing the units of meaning into the previously defined categories. Especially with more conceptual categories, it’s important to clearly define the rules for what will and won’t be included to ensure that all texts are coded consistently.

Coding rules are especially important if multiple researchers are involved, but even if you’re coding all of the text by yourself, recording the rules makes your method more transparent and reliable.

In considering the category “younger politician,” you decide which titles will be coded with this category ( senator, governor, counselor, mayor ). With “trustworthy”, you decide which specific words or phrases related to trustworthiness (e.g. honest and reliable ) will be coded in this category.

4. Code the text according to the rules

You go through each text and record all relevant data in the appropriate categories. This can be done manually or aided with computer programs, such as QSR NVivo , Atlas.ti and Diction , which can help speed up the process of counting and categorizing words and phrases.

Following your coding rules, you examine each newspaper article in your sample. You record the characteristics of each politician mentioned, along with all words and phrases related to trustworthiness that are used to describe them.

5. Analyze the results and draw conclusions

Once coding is complete, the collected data is examined to find patterns and draw conclusions in response to your research question. You might use statistical analysis to find correlations or trends, discuss your interpretations of what the results mean, and make inferences about the creators, context and audience of the texts.

Let’s say the results reveal that words and phrases related to trustworthiness appeared in the same sentence as an older politician more frequently than they did in the same sentence as a younger politician. From these results, you conclude that national newspapers present older politicians as more trustworthy than younger politicians, and infer that this might have an effect on readers’ perceptions of younger people in politics.

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If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Measures of central tendency
• Chi square tests
• Confidence interval
• Quartiles & Quantiles
• Cluster sampling
• Stratified sampling
• Thematic analysis
• Cohort study
• Peer review
• Ethnography

Research bias

• Implicit bias
• Cognitive bias
• Conformity bias
• Hawthorne effect
• Availability heuristic
• Attrition bias
• Social desirability bias

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Content Analysis

Content analysis is a research tool used to determine the presence of certain words, themes, or concepts within some given qualitative data (i.e. text). Using content analysis, researchers can quantify and analyze the presence, meanings, and relationships of such certain words, themes, or concepts. As an example, researchers can evaluate language used within a news article to search for bias or partiality. Researchers can then make inferences about the messages within the texts, the writer(s), the audience, and even the culture and time of surrounding the text.

Description

Sources of data could be from interviews, open-ended questions, field research notes, conversations, or literally any occurrence of communicative language (such as books, essays, discussions, newspaper headlines, speeches, media, historical documents). A single study may analyze various forms of text in its analysis. To analyze the text using content analysis, the text must be coded, or broken down, into manageable code categories for analysis (i.e. “codes”). Once the text is coded into code categories, the codes can then be further categorized into “code categories” to summarize data even further.

Three different definitions of content analysis are provided below.

Definition 1: “Any technique for making inferences by systematically and objectively identifying special characteristics of messages.” (from Holsti, 1968)

Definition 2: “An interpretive and naturalistic approach. It is both observational and narrative in nature and relies less on the experimental elements normally associated with scientific research (reliability, validity, and generalizability) (from Ethnography, Observational Research, and Narrative Inquiry, 1994-2012).

Definition 3: “A research technique for the objective, systematic and quantitative description of the manifest content of communication.” (from Berelson, 1952)

Uses of Content Analysis

Identify the intentions, focus or communication trends of an individual, group or institution

Describe attitudinal and behavioral responses to communications

Determine the psychological or emotional state of persons or groups

Reveal international differences in communication content

Reveal patterns in communication content

Pre-test and improve an intervention or survey prior to launch

Analyze focus group interviews and open-ended questions to complement quantitative data

Types of Content Analysis

There are two general types of content analysis: conceptual analysis and relational analysis. Conceptual analysis determines the existence and frequency of concepts in a text. Relational analysis develops the conceptual analysis further by examining the relationships among concepts in a text. Each type of analysis may lead to different results, conclusions, interpretations and meanings.

Conceptual Analysis

Typically people think of conceptual analysis when they think of content analysis. In conceptual analysis, a concept is chosen for examination and the analysis involves quantifying and counting its presence. The main goal is to examine the occurrence of selected terms in the data. Terms may be explicit or implicit. Explicit terms are easy to identify. Coding of implicit terms is more complicated: you need to decide the level of implication and base judgments on subjectivity (an issue for reliability and validity). Therefore, coding of implicit terms involves using a dictionary or contextual translation rules or both.

To begin a conceptual content analysis, first identify the research question and choose a sample or samples for analysis. Next, the text must be coded into manageable content categories. This is basically a process of selective reduction. By reducing the text to categories, the researcher can focus on and code for specific words or patterns that inform the research question.

General steps for conducting a conceptual content analysis:

1. Decide the level of analysis: word, word sense, phrase, sentence, themes

2. Decide how many concepts to code for: develop a pre-defined or interactive set of categories or concepts. Decide either: A. to allow flexibility to add categories through the coding process, or B. to stick with the pre-defined set of categories.

Option A allows for the introduction and analysis of new and important material that could have significant implications to one’s research question.

Option B allows the researcher to stay focused and examine the data for specific concepts.

3. Decide whether to code for existence or frequency of a concept. The decision changes the coding process.

When coding for the existence of a concept, the researcher would count a concept only once if it appeared at least once in the data and no matter how many times it appeared.

When coding for the frequency of a concept, the researcher would count the number of times a concept appears in a text.

4. Decide on how you will distinguish among concepts:

Should text be coded exactly as they appear or coded as the same when they appear in different forms? For example, “dangerous” vs. “dangerousness”. The point here is to create coding rules so that these word segments are transparently categorized in a logical fashion. The rules could make all of these word segments fall into the same category, or perhaps the rules can be formulated so that the researcher can distinguish these word segments into separate codes.

What level of implication is to be allowed? Words that imply the concept or words that explicitly state the concept? For example, “dangerous” vs. “the person is scary” vs. “that person could cause harm to me”. These word segments may not merit separate categories, due the implicit meaning of “dangerous”.

5. Develop rules for coding your texts. After decisions of steps 1-4 are complete, a researcher can begin developing rules for translation of text into codes. This will keep the coding process organized and consistent. The researcher can code for exactly what he/she wants to code. Validity of the coding process is ensured when the researcher is consistent and coherent in their codes, meaning that they follow their translation rules. In content analysis, obeying by the translation rules is equivalent to validity.

6. Decide what to do with irrelevant information: should this be ignored (e.g. common English words like “the” and “and”), or used to reexamine the coding scheme in the case that it would add to the outcome of coding?

7. Code the text: This can be done by hand or by using software. By using software, researchers can input categories and have coding done automatically, quickly and efficiently, by the software program. When coding is done by hand, a researcher can recognize errors far more easily (e.g. typos, misspelling). If using computer coding, text could be cleaned of errors to include all available data. This decision of hand vs. computer coding is most relevant for implicit information where category preparation is essential for accurate coding.

8. Analyze your results: Draw conclusions and generalizations where possible. Determine what to do with irrelevant, unwanted, or unused text: reexamine, ignore, or reassess the coding scheme. Interpret results carefully as conceptual content analysis can only quantify the information. Typically, general trends and patterns can be identified.

Relational Analysis

Relational analysis begins like conceptual analysis, where a concept is chosen for examination. However, the analysis involves exploring the relationships between concepts. Individual concepts are viewed as having no inherent meaning and rather the meaning is a product of the relationships among concepts.

To begin a relational content analysis, first identify a research question and choose a sample or samples for analysis. The research question must be focused so the concept types are not open to interpretation and can be summarized. Next, select text for analysis. Select text for analysis carefully by balancing having enough information for a thorough analysis so results are not limited with having information that is too extensive so that the coding process becomes too arduous and heavy to supply meaningful and worthwhile results.

There are three subcategories of relational analysis to choose from prior to going on to the general steps.

Affect extraction: an emotional evaluation of concepts explicit in a text. A challenge to this method is that emotions can vary across time, populations, and space. However, it could be effective at capturing the emotional and psychological state of the speaker or writer of the text.

Proximity analysis: an evaluation of the co-occurrence of explicit concepts in the text. Text is defined as a string of words called a “window” that is scanned for the co-occurrence of concepts. The result is the creation of a “concept matrix”, or a group of interrelated co-occurring concepts that would suggest an overall meaning.

Cognitive mapping: a visualization technique for either affect extraction or proximity analysis. Cognitive mapping attempts to create a model of the overall meaning of the text such as a graphic map that represents the relationships between concepts.

General steps for conducting a relational content analysis:

1. Determine the type of analysis: Once the sample has been selected, the researcher needs to determine what types of relationships to examine and the level of analysis: word, word sense, phrase, sentence, themes. 2. Reduce the text to categories and code for words or patterns. A researcher can code for existence of meanings or words. 3. Explore the relationship between concepts: once the words are coded, the text can be analyzed for the following:

Strength of relationship: degree to which two or more concepts are related.

Sign of relationship: are concepts positively or negatively related to each other?

Direction of relationship: the types of relationship that categories exhibit. For example, “X implies Y” or “X occurs before Y” or “if X then Y” or if X is the primary motivator of Y.

4. Code the relationships: a difference between conceptual and relational analysis is that the statements or relationships between concepts are coded. 5. Perform statistical analyses: explore differences or look for relationships among the identified variables during coding. 6. Map out representations: such as decision mapping and mental models.

Reliability and Validity

Reliability : Because of the human nature of researchers, coding errors can never be eliminated but only minimized. Generally, 80% is an acceptable margin for reliability. Three criteria comprise the reliability of a content analysis:

Stability: the tendency for coders to consistently re-code the same data in the same way over a period of time.

Reproducibility: tendency for a group of coders to classify categories membership in the same way.

Accuracy: extent to which the classification of text corresponds to a standard or norm statistically.

Validity : Three criteria comprise the validity of a content analysis:

Closeness of categories: this can be achieved by utilizing multiple classifiers to arrive at an agreed upon definition of each specific category. Using multiple classifiers, a concept category that may be an explicit variable can be broadened to include synonyms or implicit variables.

Conclusions: What level of implication is allowable? Do conclusions correctly follow the data? Are results explainable by other phenomena? This becomes especially problematic when using computer software for analysis and distinguishing between synonyms. For example, the word “mine,” variously denotes a personal pronoun, an explosive device, and a deep hole in the ground from which ore is extracted. Software can obtain an accurate count of that word’s occurrence and frequency, but not be able to produce an accurate accounting of the meaning inherent in each particular usage. This problem could throw off one’s results and make any conclusion invalid.

Generalizability of the results to a theory: dependent on the clear definitions of concept categories, how they are determined and how reliable they are at measuring the idea one is seeking to measure. Generalizability parallels reliability as much of it depends on the three criteria for reliability.

Advantages of Content Analysis

Directly examines communication using text

Allows for both qualitative and quantitative analysis

Provides valuable historical and cultural insights over time

Allows a closeness to data

Coded form of the text can be statistically analyzed

Unobtrusive means of analyzing interactions

Provides insight into complex models of human thought and language use

When done well, is considered a relatively “exact” research method

Content analysis is a readily-understood and an inexpensive research method

A more powerful tool when combined with other research methods such as interviews, observation, and use of archival records. It is very useful for analyzing historical material, especially for documenting trends over time.

Disadvantages of Content Analysis

Can be extremely time consuming

Is subject to increased error, particularly when relational analysis is used to attain a higher level of interpretation

Is often devoid of theoretical base, or attempts too liberally to draw meaningful inferences about the relationships and impacts implied in a study

Is inherently reductive, particularly when dealing with complex texts

Tends too often to simply consist of word counts

Often disregards the context that produced the text, as well as the state of things after the text is produced

Can be difficult to automate or computerize

Textbooks & Chapters  

Berelson, Bernard. Content Analysis in Communication Research.New York: Free Press, 1952.

Busha, Charles H. and Stephen P. Harter. Research Methods in Librarianship: Techniques and Interpretation.New York: Academic Press, 1980.

de Sola Pool, Ithiel. Trends in Content Analysis. Urbana: University of Illinois Press, 1959.

Krippendorff, Klaus. Content Analysis: An Introduction to its Methodology. Beverly Hills: Sage Publications, 1980.

Fielding, NG & Lee, RM. Using Computers in Qualitative Research. SAGE Publications, 1991. (Refer to Chapter by Seidel, J. ‘Method and Madness in the Application of Computer Technology to Qualitative Data Analysis’.)

Methodological Articles  

Hsieh HF & Shannon SE. (2005). Three Approaches to Qualitative Content Analysis.Qualitative Health Research. 15(9): 1277-1288.

Elo S, Kaarianinen M, Kanste O, Polkki R, Utriainen K, & Kyngas H. (2014). Qualitative Content Analysis: A focus on trustworthiness. Sage Open. 4:1-10.

Application Articles  

Abroms LC, Padmanabhan N, Thaweethai L, & Phillips T. (2011). iPhone Apps for Smoking Cessation: A content analysis. American Journal of Preventive Medicine. 40(3):279-285.

Ullstrom S. Sachs MA, Hansson J, Ovretveit J, & Brommels M. (2014). Suffering in Silence: a qualitative study of second victims of adverse events. British Medical Journal, Quality & Safety Issue. 23:325-331.

Owen P. (2012).Portrayals of Schizophrenia by Entertainment Media: A Content Analysis of Contemporary Movies. Psychiatric Services. 63:655-659.

Choosing whether to conduct a content analysis by hand or by using computer software can be difficult. Refer to ‘Method and Madness in the Application of Computer Technology to Qualitative Data Analysis’ listed above in “Textbooks and Chapters” for a discussion of the issue.

QSR NVivo:  http://www.qsrinternational.com/products.aspx

Atlas.ti:  http://www.atlasti.com/webinars.html

R- RQDA package:  http://rqda.r-forge.r-project.org/

Rolly Constable, Marla Cowell, Sarita Zornek Crawford, David Golden, Jake Hartvigsen, Kathryn Morgan, Anne Mudgett, Kris Parrish, Laura Thomas, Erika Yolanda Thompson, Rosie Turner, and Mike Palmquist. (1994-2012). Ethnography, Observational Research, and Narrative Inquiry. Writing@CSU. Colorado State University. Available at: https://writing.colostate.edu/guides/guide.cfm?guideid=63 .

As an introduction to Content Analysis by Michael Palmquist, this is the main resource on Content Analysis on the Web. It is comprehensive, yet succinct. It includes examples and an annotated bibliography. The information contained in the narrative above draws heavily from and summarizes Michael Palmquist’s excellent resource on Content Analysis but was streamlined for the purpose of doctoral students and junior researchers in epidemiology.

At Columbia University Mailman School of Public Health, more detailed training is available through the Department of Sociomedical Sciences- P8785 Qualitative Research Methods.

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• Knowledge Base
• Methodology

Content Analysis | A Step-by-Step Guide with Examples

Published on 5 May 2022 by Amy Luo . Revised on 5 December 2022.

Content analysis is a research method used to identify patterns in recorded communication. To conduct content analysis, you systematically collect data from a set of texts, which can be written, oral, or visual:

• Books, newspapers, and magazines
• Speeches and interviews
• Web content and social media posts
• Photographs and films

Content analysis can be both quantitative (focused on counting and measuring) and qualitative (focused on interpreting and understanding). In both types, you categorise or ‘code’ words, themes, and concepts within the texts and then analyse the results.

Table of contents

What is content analysis used for, advantages of content analysis, disadvantages of content analysis, how to conduct content analysis.

Researchers use content analysis to find out about the purposes, messages, and effects of communication content. They can also make inferences about the producers and audience of the texts they analyse.

Content analysis can be used to quantify the occurrence of certain words, phrases, subjects, or concepts in a set of historical or contemporary texts.

In addition, content analysis can be used to make qualitative inferences by analysing the meaning and semantic relationship of words and concepts.

Because content analysis can be applied to a broad range of texts, it is used in a variety of fields, including marketing, media studies, anthropology, cognitive science, psychology, and many social science disciplines. It has various possible goals:

• Finding correlations and patterns in how concepts are communicated
• Understanding the intentions of an individual, group, or institution
• Identifying propaganda and bias in communication
• Revealing differences in communication in different contexts
• Analysing the consequences of communication content, such as the flow of information or audience responses

Prevent plagiarism, run a free check.

• Unobtrusive data collection

You can analyse communication and social interaction without the direct involvement of participants, so your presence as a researcher doesn’t influence the results.

• Transparent and replicable

When done well, content analysis follows a systematic procedure that can easily be replicated by other researchers, yielding results with high reliability .

• Highly flexible

You can conduct content analysis at any time, in any location, and at low cost. All you need is access to the appropriate sources.

Focusing on words or phrases in isolation can sometimes be overly reductive, disregarding context, nuance, and ambiguous meanings.

Content analysis almost always involves some level of subjective interpretation, which can affect the reliability and validity of the results and conclusions.

• Time intensive

Manually coding large volumes of text is extremely time-consuming, and it can be difficult to automate effectively.

If you want to use content analysis in your research, you need to start with a clear, direct  research question .

Next, you follow these five steps.

Step 1: Select the content you will analyse

Based on your research question, choose the texts that you will analyse. You need to decide:

• The medium (e.g., newspapers, speeches, or websites) and genre (e.g., opinion pieces, political campaign speeches, or marketing copy)
• The criteria for inclusion (e.g., newspaper articles that mention a particular event, speeches by a certain politician, or websites selling a specific type of product)
• The parameters in terms of date range, location, etc.

If there are only a small number of texts that meet your criteria, you might analyse all of them. If there is a large volume of texts, you can select a sample .

Step 2: Define the units and categories of analysis

Next, you need to determine the level at which you will analyse your chosen texts. This means defining:

• The unit(s) of meaning that will be coded. For example, are you going to record the frequency of individual words and phrases, the characteristics of people who produced or appear in the texts, the presence and positioning of images, or the treatment of themes and concepts?
• The set of categories that you will use for coding. Categories can be objective characteristics (e.g., aged 30–40, lawyer, parent) or more conceptual (e.g., trustworthy, corrupt, conservative, family-oriented).

Step 3: Develop a set of rules for coding

Coding involves organising the units of meaning into the previously defined categories. Especially with more conceptual categories, it’s important to clearly define the rules for what will and won’t be included to ensure that all texts are coded consistently.

Coding rules are especially important if multiple researchers are involved, but even if you’re coding all of the text by yourself, recording the rules makes your method more transparent and reliable.

Step 4: Code the text according to the rules

You go through each text and record all relevant data in the appropriate categories. This can be done manually or aided with computer programs, such as QSR NVivo , Atlas.ti , and Diction , which can help speed up the process of counting and categorising words and phrases.

Step 5: Analyse the results and draw conclusions

Once coding is complete, the collected data is examined to find patterns and draw conclusions in response to your research question. You might use statistical analysis to find correlations or trends, discuss your interpretations of what the results mean, and make inferences about the creators, context, and audience of the texts.

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What Is Qualitative Content Analysis?

Qca explained simply (with examples).

By: Jenna Crosley (PhD). Reviewed by: Dr Eunice Rautenbach (DTech) | February 2021

If you’re in the process of preparing for your dissertation, thesis or research project, you’ve probably encountered the term “ qualitative content analysis ” – it’s quite a mouthful. If you’ve landed on this post, you’re probably a bit confused about it. Well, the good news is that you’ve come to the right place…

Overview: Qualitative Content Analysis

• What (exactly) is qualitative content analysis
• The two main types of content analysis
• When to use content analysis
• How to conduct content analysis (the process)
• The advantages and disadvantages of content analysis

1. What is content analysis?

Content analysis is a  qualitative analysis method  that focuses on recorded human artefacts such as manuscripts, voice recordings and journals. Content analysis investigates these written, spoken and visual artefacts without explicitly extracting data from participants – this is called  unobtrusive  research.

In other words, with content analysis, you don’t necessarily need to interact with participants (although you can if necessary); you can simply analyse the data that they have already produced. With this type of analysis, you can analyse data such as text messages, books, Facebook posts, videos, and audio (just to mention a few).

The basics – explicit and implicit content

When working with content analysis, explicit and implicit content will play a role. Explicit data is transparent and easy to identify, while implicit data is that which requires some form of interpretation and is often of a subjective nature. Sounds a bit fluffy? Here’s an example:

Joe: Hi there, what can I help you with? 

Lauren: I recently adopted a puppy and I’m worried that I’m not feeding him the right food. Could you please advise me on what I should be feeding? 

Joe: Sure, just follow me and I’ll show you. Do you have any other pets?

Lauren: Only one, and it tweets a lot!

In this exchange, the explicit data indicates that Joe is helping Lauren to find the right puppy food. Lauren asks Joe whether she has any pets aside from her puppy. This data is explicit because it requires no interpretation.

On the other hand, implicit data , in this case, includes the fact that the speakers are in a pet store. This information is not clearly stated but can be inferred from the conversation, where Joe is helping Lauren to choose pet food. An additional piece of implicit data is that Lauren likely has some type of bird as a pet. This can be inferred from the way that Lauren states that her pet “tweets”.

As you can see, explicit and implicit data both play a role in human interaction  and are an important part of your analysis. However, it’s important to differentiate between these two types of data when you’re undertaking content analysis. Interpreting implicit data can be rather subjective as conclusions are based on the researcher’s interpretation. This can introduce an element of bias , which risks skewing your results.

2. The two types of content analysis

Now that you understand the difference between implicit and explicit data, let’s move on to the two general types of content analysis : conceptual and relational content analysis. Importantly, while conceptual and relational content analysis both follow similar steps initially, the aims and outcomes of each are different.

Conceptual analysis focuses on the number of times a concept occurs in a set of data and is generally focused on explicit data. For example, if you were to have the following conversation:

Marie: She told me that she has three cats.

Jean: What are her cats’ names?

Marie: I think the first one is Bella, the second one is Mia, and… I can’t remember the third cat’s name.

In this data, you can see that the word “cat” has been used three times. Through conceptual content analysis, you can deduce that cats are the central topic of the conversation. You can also perform a frequency analysis , where you assess the term’s frequency in the data. For example, in the exchange above, the word “cat” makes up 9% of the data. In other words, conceptual analysis brings a little bit of quantitative analysis into your qualitative analysis.

As you can see, the above data is without interpretation and focuses on explicit data . Relational content analysis, on the other hand, takes a more holistic view by focusing more on implicit data in terms of context, surrounding words and relationships.

There are three types of relational analysis:

• Affect extraction
• Proximity analysis
• Cognitive mapping

Affect extraction is when you assess concepts according to emotional attributes. These emotions are typically mapped on scales, such as a Likert scale or a rating scale ranging from 1 to 5, where 1 is “very sad” and 5 is “very happy”.

If participants are talking about their achievements, they are likely to be given a score of 4 or 5, depending on how good they feel about it. If a participant is describing a traumatic event, they are likely to have a much lower score, either 1 or 2.

Proximity analysis identifies explicit terms (such as those found in a conceptual analysis) and the patterns in terms of how they co-occur in a text. In other words, proximity analysis investigates the relationship between terms and aims to group these to extract themes and develop meaning.

Proximity analysis is typically utilised when you’re looking for hard facts rather than emotional, cultural, or contextual factors. For example, if you were to analyse a political speech, you may want to focus only on what has been said, rather than implications or hidden meanings. To do this, you would make use of explicit data, discounting any underlying meanings and implications of the speech.

Lastly, there’s cognitive mapping, which can be used in addition to, or along with, proximity analysis. Cognitive mapping involves taking different texts and comparing them in a visual format – i.e. a cognitive map. Typically, you’d use cognitive mapping in studies that assess changes in terms, definitions, and meanings over time. It can also serve as a way to visualise affect extraction or proximity analysis and is often presented in a form such as a graphic map.

To recap on the essentials, content analysis is a qualitative analysis method that focuses on recorded human artefacts . It involves both conceptual analysis (which is more numbers-based) and relational analysis (which focuses on the relationships between concepts and how they’re connected).

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3. When should you use content analysis?

Content analysis is a useful tool that provides insight into trends of communication . For example, you could use a discussion forum as the basis of your analysis and look at the types of things the members talk about as well as how they use language to express themselves. Content analysis is flexible in that it can be applied to the individual, group, and institutional level.

Content analysis is typically used in studies where the aim is to better understand factors such as behaviours, attitudes, values, emotions, and opinions . For example, you could use content analysis to investigate an issue in society, such as miscommunication between cultures. In this example, you could compare patterns of communication in participants from different cultures, which will allow you to create strategies for avoiding misunderstandings in intercultural interactions.

Another example could include conducting content analysis on a publication such as a book. Here you could gather data on the themes, topics, language use and opinions reflected in the text to draw conclusions regarding the political (such as conservative or liberal) leanings of the publication.

4. How to conduct a qualitative content analysis

Conceptual and relational content analysis differ in terms of their exact process ; however, there are some similarities. Let’s have a look at these first – i.e., the generic process:

• Recap on your research questions
• Undertake bracketing to identify biases
• Operationalise your variables and develop a coding scheme
• Code the data and undertake your analysis

Step 1 – Recap on your research questions

It’s always useful to begin a project with research questions , or at least with an idea of what you are looking for. In fact, if you’ve spent time reading this blog, you’ll know that it’s useful to recap on your research questions, aims and objectives when undertaking pretty much any research activity. In the context of content analysis, it’s difficult to know what needs to be coded and what doesn’t, without a clear view of the research questions.

For example, if you were to code a conversation focused on basic issues of social justice, you may be met with a wide range of topics that may be irrelevant to your research. However, if you approach this data set with the specific intent of investigating opinions on gender issues, you will be able to focus on this topic alone, which would allow you to code only what you need to investigate.

Step 2 – Reflect on your personal perspectives and biases

It’s vital that you reflect on your own pre-conception of the topic at hand and identify the biases that you might drag into your content analysis – this is called “ bracketing “. By identifying this upfront, you’ll be more aware of them and less likely to have them subconsciously influence your analysis.

For example, if you were to investigate how a community converses about unequal access to healthcare, it is important to assess your views to ensure that you don’t project these onto your understanding of the opinions put forth by the community. If you have access to medical aid, for instance, you should not allow this to interfere with your examination of unequal access.

Step 3 – Operationalise your variables and develop a coding scheme

Next, you need to operationalise your variables . But what does that mean? Simply put, it means that you have to define each variable or construct . Give every item a clear definition – what does it mean (include) and what does it not mean (exclude). For example, if you were to investigate children’s views on healthy foods, you would first need to define what age group/range you’re looking at, and then also define what you mean by “healthy foods”.

In combination with the above, it is important to create a coding scheme , which will consist of information about your variables (how you defined each variable), as well as a process for analysing the data. For this, you would refer back to how you operationalised/defined your variables so that you know how to code your data.

For example, when coding, when should you code a food as “healthy”? What makes a food choice healthy? Is it the absence of sugar or saturated fat? Is it the presence of fibre and protein? It’s very important to have clearly defined variables to achieve consistent coding – without this, your analysis will get very muddy, very quickly.

Step 4 – Code and analyse the data

The next step is to code the data. At this stage, there are some differences between conceptual and relational analysis.

As described earlier in this post, conceptual analysis looks at the existence and frequency of concepts, whereas a relational analysis looks at the relationships between concepts. For both types of analyses, it is important to pre-select a concept that you wish to assess in your data. Using the example of studying children’s views on healthy food, you could pre-select the concept of “healthy food” and assess the number of times the concept pops up in your data.

Here is where conceptual and relational analysis start to differ.

At this stage of conceptual analysis , it is necessary to decide on the level of analysis you’ll perform on your data, and whether this will exist on the word, phrase, sentence, or thematic level. For example, will you code the phrase “healthy food” on its own? Will you code each term relating to healthy food (e.g., broccoli, peaches, bananas, etc.) with the code “healthy food” or will these be coded individually? It is very important to establish this from the get-go to avoid inconsistencies that could result in you having to code your data all over again.

On the other hand, relational analysis looks at the type of analysis. So, will you use affect extraction? Proximity analysis? Cognitive mapping? A mix? It’s vital to determine the type of analysis before you begin to code your data so that you can maintain the reliability and validity of your research .

How to conduct conceptual analysis

First, let’s have a look at the process for conceptual analysis.

Once you’ve decided on your level of analysis, you need to establish how you will code your concepts, and how many of these you want to code. Here you can choose whether you want to code in a deductive or inductive manner. Just to recap, deductive coding is when you begin the coding process with a set of pre-determined codes, whereas inductive coding entails the codes emerging as you progress with the coding process. Here it is also important to decide what should be included and excluded from your analysis, and also what levels of implication you wish to include in your codes.

For example, if you have the concept of “tall”, can you include “up in the clouds”, derived from the sentence, “the giraffe’s head is up in the clouds” in the code, or should it be a separate code? In addition to this, you need to know what levels of words may be included in your codes or not. For example, if you say, “the panda is cute” and “look at the panda’s cuteness”, can “cute” and “cuteness” be included under the same code?

Once you’ve considered the above, it’s time to code the text . We’ve already published a detailed post about coding , so we won’t go into that process here. Once you’re done coding, you can move on to analysing your results. This is where you will aim to find generalisations in your data, and thus draw your conclusions .

How to conduct relational analysis

Now let’s return to relational analysis.

As mentioned, you want to look at the relationships between concepts . To do this, you’ll need to create categories by reducing your data (in other words, grouping similar concepts together) and then also code for words and/or patterns. These are both done with the aim of discovering whether these words exist, and if they do, what they mean.

Your next step is to assess your data and to code the relationships between your terms and meanings, so that you can move on to your final step, which is to sum up and analyse the data.

To recap, it’s important to start your analysis process by reviewing your research questions and identifying your biases . From there, you need to operationalise your variables, code your data and then analyse it.

5. What are the pros & cons of content analysis?

One of the main advantages of content analysis is that it allows you to use a mix of quantitative and qualitative research methods, which results in a more scientifically rigorous analysis.

For example, with conceptual analysis, you can count the number of times that a term or a code appears in a dataset, which can be assessed from a quantitative standpoint. In addition to this, you can then use a qualitative approach to investigate the underlying meanings of these and relationships between them.

Content analysis is also unobtrusive and therefore poses fewer ethical issues than some other analysis methods. As the content you’ll analyse oftentimes already exists, you’ll analyse what has been produced previously, and so you won’t have to collect data directly from participants. When coded correctly, data is analysed in a very systematic and transparent manner, which means that issues of replicability (how possible it is to recreate research under the same conditions) are reduced greatly.

On the downside , qualitative research (in general, not just content analysis) is often critiqued for being too subjective and for not being scientifically rigorous enough. This is where reliability (how replicable a study is by other researchers) and validity (how suitable the research design is for the topic being investigated) come into play – if you take these into account, you’ll be on your way to achieving sound research results.

Recap: Qualitative content analysis

In this post, we’ve covered a lot of ground – click on any of the sections to recap:

If you have any questions about qualitative content analysis, feel free to leave a comment below. If you’d like 1-on-1 help with your qualitative content analysis, be sure to book an initial consultation with one of our friendly Research Coaches.

Psst… there’s more (for free)

This post is part of our dissertation mini-course, which covers everything you need to get started with your dissertation, thesis or research project. 

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14 Comments

If I am having three pre-decided attributes for my research based on which a set of semi-structured questions where asked then should I conduct a conceptual content analysis or relational content analysis. please note that all three attributes are different like Agility, Resilience and AI.

Thank you very much. I really enjoyed every word.

please send me one/ two sample of content analysis

send me to any sample of qualitative content analysis as soon as possible

Many thanks for the brilliant explanation. Do you have a sample practical study of a foreign policy using content analysis?

1) It will be very much useful if a small but complete content analysis can be sent, from research question to coding and analysis. 2) Is there any software by which qualitative content analysis can be done?

Common software for qualitative analysis is nVivo, and quantitative analysis is IBM SPSS

Thank you. Can I have at least 2 copies of a sample analysis study as my reference?

Could you please send me some sample of textbook content analysis?

Can I send you my research topic, aims, objectives and questions to give me feedback on them?

please could you send me samples of content analysis?

Yes please send

really we enjoyed your knowledge thanks allot. from Ethiopia

can you please share some samples of content analysis(relational)? I am a bit confused about processing the analysis part

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Home » Content Analysis – Methods, Types and Examples

Content Analysis – Methods, Types and Examples

Table of Contents

Content Analysis

Definition:

Content analysis is a research method used to analyze and interpret the characteristics of various forms of communication, such as text, images, or audio. It involves systematically analyzing the content of these materials, identifying patterns, themes, and other relevant features, and drawing inferences or conclusions based on the findings.

Content analysis can be used to study a wide range of topics, including media coverage of social issues, political speeches, advertising messages, and online discussions, among others. It is often used in qualitative research and can be combined with other methods to provide a more comprehensive understanding of a particular phenomenon.

Types of Content Analysis

There are generally two types of content analysis:

Quantitative Content Analysis

This type of content analysis involves the systematic and objective counting and categorization of the content of a particular form of communication, such as text or video. The data obtained is then subjected to statistical analysis to identify patterns, trends, and relationships between different variables. Quantitative content analysis is often used to study media content, advertising, and political speeches.

Qualitative Content Analysis

This type of content analysis is concerned with the interpretation and understanding of the meaning and context of the content. It involves the systematic analysis of the content to identify themes, patterns, and other relevant features, and to interpret the underlying meanings and implications of these features. Qualitative content analysis is often used to study interviews, focus groups, and other forms of qualitative data, where the researcher is interested in understanding the subjective experiences and perceptions of the participants.

Methods of Content Analysis

There are several methods of content analysis, including:

Conceptual Analysis

This method involves analyzing the meanings of key concepts used in the content being analyzed. The researcher identifies key concepts and analyzes how they are used, defining them and categorizing them into broader themes.

Content Analysis by Frequency

This method involves counting and categorizing the frequency of specific words, phrases, or themes that appear in the content being analyzed. The researcher identifies relevant keywords or phrases and systematically counts their frequency.

Comparative Analysis

This method involves comparing the content of two or more sources to identify similarities, differences, and patterns. The researcher selects relevant sources, identifies key themes or concepts, and compares how they are represented in each source.

Discourse Analysis

This method involves analyzing the structure and language of the content being analyzed to identify how the content constructs and represents social reality. The researcher analyzes the language used and the underlying assumptions, beliefs, and values reflected in the content.

Narrative Analysis

This method involves analyzing the content as a narrative, identifying the plot, characters, and themes, and analyzing how they relate to the broader social context. The researcher identifies the underlying messages conveyed by the narrative and their implications for the broader social context.

Content Analysis Conducting Guide

Here is a basic guide to conducting a content analysis:

• Define your research question or objective: Before starting your content analysis, you need to define your research question or objective clearly. This will help you to identify the content you need to analyze and the type of analysis you need to conduct.
• Select your sample: Select a representative sample of the content you want to analyze. This may involve selecting a random sample, a purposive sample, or a convenience sample, depending on the research question and the availability of the content.
• Develop a coding scheme: Develop a coding scheme or a set of categories to use for coding the content. The coding scheme should be based on your research question or objective and should be reliable, valid, and comprehensive.
• Train coders: Train coders to use the coding scheme and ensure that they have a clear understanding of the coding categories and procedures. You may also need to establish inter-coder reliability to ensure that different coders are coding the content consistently.
• Code the content: Code the content using the coding scheme. This may involve manually coding the content, using software, or a combination of both.
• Analyze the data: Once the content is coded, analyze the data using appropriate statistical or qualitative methods, depending on the research question and the type of data.
• Interpret the results: Interpret the results of the analysis in the context of your research question or objective. Draw conclusions based on the findings and relate them to the broader literature on the topic.
• Report your findings: Report your findings in a clear and concise manner, including the research question, methodology, results, and conclusions. Provide details about the coding scheme, inter-coder reliability, and any limitations of the study.

Applications of Content Analysis

Content analysis has numerous applications across different fields, including:

• Media Research: Content analysis is commonly used in media research to examine the representation of different groups, such as race, gender, and sexual orientation, in media content. It can also be used to study media framing, media bias, and media effects.
• Political Communication : Content analysis can be used to study political communication, including political speeches, debates, and news coverage of political events. It can also be used to study political advertising and the impact of political communication on public opinion and voting behavior.
• Marketing Research: Content analysis can be used to study advertising messages, consumer reviews, and social media posts related to products or services. It can provide insights into consumer preferences, attitudes, and behaviors.
• Health Communication: Content analysis can be used to study health communication, including the representation of health issues in the media, the effectiveness of health campaigns, and the impact of health messages on behavior.
• Education Research : Content analysis can be used to study educational materials, including textbooks, curricula, and instructional materials. It can provide insights into the representation of different topics, perspectives, and values.
• Social Science Research: Content analysis can be used in a wide range of social science research, including studies of social media, online communities, and other forms of digital communication. It can also be used to study interviews, focus groups, and other qualitative data sources.

Examples of Content Analysis

Here are some examples of content analysis:

• Media Representation of Race and Gender: A content analysis could be conducted to examine the representation of different races and genders in popular media, such as movies, TV shows, and news coverage.
• Political Campaign Ads : A content analysis could be conducted to study political campaign ads and the themes and messages used by candidates.
• Social Media Posts: A content analysis could be conducted to study social media posts related to a particular topic, such as the COVID-19 pandemic, to examine the attitudes and beliefs of social media users.
• Instructional Materials: A content analysis could be conducted to study the representation of different topics and perspectives in educational materials, such as textbooks and curricula.
• Product Reviews: A content analysis could be conducted to study product reviews on e-commerce websites, such as Amazon, to identify common themes and issues mentioned by consumers.
• News Coverage of Health Issues: A content analysis could be conducted to study news coverage of health issues, such as vaccine hesitancy, to identify common themes and perspectives.
• Online Communities: A content analysis could be conducted to study online communities, such as discussion forums or social media groups, to understand the language, attitudes, and beliefs of the community members.

Purpose of Content Analysis

The purpose of content analysis is to systematically analyze and interpret the content of various forms of communication, such as written, oral, or visual, to identify patterns, themes, and meanings. Content analysis is used to study communication in a wide range of fields, including media studies, political science, psychology, education, sociology, and marketing research. The primary goals of content analysis include:

• Describing and summarizing communication: Content analysis can be used to describe and summarize the content of communication, such as the themes, topics, and messages conveyed in media content, political speeches, or social media posts.
• Identifying patterns and trends: Content analysis can be used to identify patterns and trends in communication, such as changes over time, differences between groups, or common themes or motifs.
• Exploring meanings and interpretations: Content analysis can be used to explore the meanings and interpretations of communication, such as the underlying values, beliefs, and assumptions that shape the content.
• Testing hypotheses and theories : Content analysis can be used to test hypotheses and theories about communication, such as the effects of media on attitudes and behaviors or the framing of political issues in the media.

When to use Content Analysis

Content analysis is a useful method when you want to analyze and interpret the content of various forms of communication, such as written, oral, or visual. Here are some specific situations where content analysis might be appropriate:

• When you want to study media content: Content analysis is commonly used in media studies to analyze the content of TV shows, movies, news coverage, and other forms of media.
• When you want to study political communication : Content analysis can be used to study political speeches, debates, news coverage, and advertising.
• When you want to study consumer attitudes and behaviors: Content analysis can be used to analyze product reviews, social media posts, and other forms of consumer feedback.
• When you want to study educational materials : Content analysis can be used to analyze textbooks, instructional materials, and curricula.
• When you want to study online communities: Content analysis can be used to analyze discussion forums, social media groups, and other forms of online communication.
• When you want to test hypotheses and theories : Content analysis can be used to test hypotheses and theories about communication, such as the framing of political issues in the media or the effects of media on attitudes and behaviors.

Characteristics of Content Analysis

Content analysis has several key characteristics that make it a useful research method. These include:

• Objectivity : Content analysis aims to be an objective method of research, meaning that the researcher does not introduce their own biases or interpretations into the analysis. This is achieved by using standardized and systematic coding procedures.
• Systematic: Content analysis involves the use of a systematic approach to analyze and interpret the content of communication. This involves defining the research question, selecting the sample of content to analyze, developing a coding scheme, and analyzing the data.
• Quantitative : Content analysis often involves counting and measuring the occurrence of specific themes or topics in the content, making it a quantitative research method. This allows for statistical analysis and generalization of findings.
• Contextual : Content analysis considers the context in which the communication takes place, such as the time period, the audience, and the purpose of the communication.
• Iterative : Content analysis is an iterative process, meaning that the researcher may refine the coding scheme and analysis as they analyze the data, to ensure that the findings are valid and reliable.
• Reliability and validity : Content analysis aims to be a reliable and valid method of research, meaning that the findings are consistent and accurate. This is achieved through inter-coder reliability tests and other measures to ensure the quality of the data and analysis.

Advantages of Content Analysis

There are several advantages to using content analysis as a research method, including:

• Objective and systematic : Content analysis aims to be an objective and systematic method of research, which reduces the likelihood of bias and subjectivity in the analysis.
• Large sample size: Content analysis allows for the analysis of a large sample of data, which increases the statistical power of the analysis and the generalizability of the findings.
• Non-intrusive: Content analysis does not require the researcher to interact with the participants or disrupt their natural behavior, making it a non-intrusive research method.
• Accessible data: Content analysis can be used to analyze a wide range of data types, including written, oral, and visual communication, making it accessible to researchers across different fields.
• Versatile : Content analysis can be used to study communication in a wide range of contexts and fields, including media studies, political science, psychology, education, sociology, and marketing research.
• Cost-effective: Content analysis is a cost-effective research method, as it does not require expensive equipment or participant incentives.

Limitations of Content Analysis

While content analysis has many advantages, there are also some limitations to consider, including:

• Limited contextual information: Content analysis is focused on the content of communication, which means that contextual information may be limited. This can make it difficult to fully understand the meaning behind the communication.
• Limited ability to capture nonverbal communication : Content analysis is limited to analyzing the content of communication that can be captured in written or recorded form. It may miss out on nonverbal communication, such as body language or tone of voice.
• Subjectivity in coding: While content analysis aims to be objective, there may be subjectivity in the coding process. Different coders may interpret the content differently, which can lead to inconsistent results.
• Limited ability to establish causality: Content analysis is a correlational research method, meaning that it cannot establish causality between variables. It can only identify associations between variables.
• Limited generalizability: Content analysis is limited to the data that is analyzed, which means that the findings may not be generalizable to other contexts or populations.
• Time-consuming: Content analysis can be a time-consuming research method, especially when analyzing a large sample of data. This can be a disadvantage for researchers who need to complete their research in a short amount of time.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Chapter 17. Content Analysis

Introduction.

Content analysis is a term that is used to mean both a method of data collection and a method of data analysis. Archival and historical works can be the source of content analysis, but so too can the contemporary media coverage of a story, blogs, comment posts, films, cartoons, advertisements, brand packaging, and photographs posted on Instagram or Facebook. Really, almost anything can be the “content” to be analyzed. This is a qualitative research method because the focus is on the meanings and interpretations of that content rather than strictly numerical counts or variables-based causal modeling. [1] Qualitative content analysis (sometimes referred to as QCA) is particularly useful when attempting to define and understand prevalent stories or communication about a topic of interest—in other words, when we are less interested in what particular people (our defined sample) are doing or believing and more interested in what general narratives exist about a particular topic or issue. This chapter will explore different approaches to content analysis and provide helpful tips on how to collect data, how to turn that data into codes for analysis, and how to go about presenting what is found through analysis. It is also a nice segue between our data collection methods (e.g., interviewing, observation) chapters and chapters 18 and 19, whose focus is on coding, the primary means of data analysis for most qualitative data. In many ways, the methods of content analysis are quite similar to the method of coding.

Although the body of material (“content”) to be collected and analyzed can be nearly anything, most qualitative content analysis is applied to forms of human communication (e.g., media posts, news stories, campaign speeches, advertising jingles). The point of the analysis is to understand this communication, to systematically and rigorously explore its meanings, assumptions, themes, and patterns. Historical and archival sources may be the subject of content analysis, but there are other ways to analyze (“code”) this data when not overly concerned with the communicative aspect (see chapters 18 and 19). This is why we tend to consider content analysis its own method of data collection as well as a method of data analysis. Still, many of the techniques you learn in this chapter will be helpful to any “coding” scheme you develop for other kinds of qualitative data. Just remember that content analysis is a particular form with distinct aims and goals and traditions.

An Overview of the Content Analysis Process

The first step: selecting content.

Figure 17.2 is a display of possible content for content analysis. The first step in content analysis is making smart decisions about what content you will want to analyze and to clearly connect this content to your research question or general focus of research. Why are you interested in the messages conveyed in this particular content? What will the identification of patterns here help you understand? Content analysis can be fun to do, but in order to make it research, you need to fit it into a research plan.

Figure 17.1. A Non-exhaustive List of "Content" for Content Analysis

To take one example, let us imagine you are interested in gender presentations in society and how presentations of gender have changed over time. There are various forms of content out there that might help you document changes. You could, for example, begin by creating a list of magazines that are coded as being for “women” (e.g., Women’s Daily Journal ) and magazines that are coded as being for “men” (e.g., Men’s Health ). You could then select a date range that is relevant to your research question (e.g., 1950s–1970s) and collect magazines from that era. You might create a “sample” by deciding to look at three issues for each year in the date range and a systematic plan for what to look at in those issues (e.g., advertisements? Cartoons? Titles of articles? Whole articles?). You are not just going to look at some magazines willy-nilly. That would not be systematic enough to allow anyone to replicate or check your findings later on. Once you have a clear plan of what content is of interest to you and what you will be looking at, you can begin, creating a record of everything you are including as your content. This might mean a list of each advertisement you look at or each title of stories in those magazines along with its publication date. You may decide to have multiple “content” in your research plan. For each content, you want a clear plan for collecting, sampling, and documenting.

The Second Step: Collecting and Storing

Once you have a plan, you are ready to collect your data. This may entail downloading from the internet, creating a Word document or PDF of each article or picture, and storing these in a folder designated by the source and date (e.g., “ Men’s Health advertisements, 1950s”). Sølvberg ( 2021 ), for example, collected posted job advertisements for three kinds of elite jobs (economic, cultural, professional) in Sweden. But collecting might also mean going out and taking photographs yourself, as in the case of graffiti, street signs, or even what people are wearing. Chaise LaDousa, an anthropologist and linguist, took photos of “house signs,” which are signs, often creative and sometimes offensive, hung by college students living in communal off-campus houses. These signs were a focal point of college culture, sending messages about the values of the students living in them. Some of the names will give you an idea: “Boot ’n Rally,” “The Plantation,” “Crib of the Rib.” The students might find these signs funny and benign, but LaDousa ( 2011 ) argued convincingly that they also reproduced racial and gender inequalities. The data here already existed—they were big signs on houses—but the researcher had to collect the data by taking photographs.

In some cases, your content will be in physical form but not amenable to photographing, as in the case of films or unwieldy physical artifacts you find in the archives (e.g., undigitized meeting minutes or scrapbooks). In this case, you need to create some kind of detailed log (fieldnotes even) of the content that you can reference. In the case of films, this might mean watching the film and writing down details for key scenes that become your data. [2] For scrapbooks, it might mean taking notes on what you are seeing, quoting key passages, describing colors or presentation style. As you might imagine, this can take a lot of time. Be sure you budget this time into your research plan.

Researcher Note

A note on data scraping : Data scraping, sometimes known as screen scraping or frame grabbing, is a way of extracting data generated by another program, as when a scraping tool grabs information from a website. This may help you collect data that is on the internet, but you need to be ethical in how to employ the scraper. A student once helped me scrape thousands of stories from the Time magazine archives at once (although it took several hours for the scraping process to complete). These stories were freely available, so the scraping process simply sped up the laborious process of copying each article of interest and saving it to my research folder. Scraping tools can sometimes be used to circumvent paywalls. Be careful here!

The Third Step: Analysis

There is often an assumption among novice researchers that once you have collected your data, you are ready to write about what you have found. Actually, you haven’t yet found anything, and if you try to write up your results, you will probably be staring sadly at a blank page. Between the collection and the writing comes the difficult task of systematically and repeatedly reviewing the data in search of patterns and themes that will help you interpret the data, particularly its communicative aspect (e.g., What is it that is being communicated here, with these “house signs” or in the pages of Men’s Health ?).

The first time you go through the data, keep an open mind on what you are seeing (or hearing), and take notes about your observations that link up to your research question. In the beginning, it can be difficult to know what is relevant and what is extraneous. Sometimes, your research question changes based on what emerges from the data. Use the first round of review to consider this possibility, but then commit yourself to following a particular focus or path. If you are looking at how gender gets made or re-created, don’t follow the white rabbit down a hole about environmental injustice unless you decide that this really should be the focus of your study or that issues of environmental injustice are linked to gender presentation. In the second round of review, be very clear about emerging themes and patterns. Create codes (more on these in chapters 18 and 19) that will help you simplify what you are noticing. For example, “men as outdoorsy” might be a common trope you see in advertisements. Whenever you see this, mark the passage or picture. In your third (or fourth or fifth) round of review, begin to link up the tropes you’ve identified, looking for particular patterns and assumptions. You’ve drilled down to the details, and now you are building back up to figure out what they all mean. Start thinking about theory—either theories you have read about and are using as a frame of your study (e.g., gender as performance theory) or theories you are building yourself, as in the Grounded Theory tradition. Once you have a good idea of what is being communicated and how, go back to the data at least one more time to look for disconfirming evidence. Maybe you thought “men as outdoorsy” was of importance, but when you look hard, you note that women are presented as outdoorsy just as often. You just hadn’t paid attention. It is very important, as any kind of researcher but particularly as a qualitative researcher, to test yourself and your emerging interpretations in this way.

The Fourth and Final Step: The Write-Up

Only after you have fully completed analysis, with its many rounds of review and analysis, will you be able to write about what you found. The interpretation exists not in the data but in your analysis of the data. Before writing your results, you will want to very clearly describe how you chose the data here and all the possible limitations of this data (e.g., historical-trace problem or power problem; see chapter 16). Acknowledge any limitations of your sample. Describe the audience for the content, and discuss the implications of this. Once you have done all of this, you can put forth your interpretation of the communication of the content, linking to theory where doing so would help your readers understand your findings and what they mean more generally for our understanding of how the social world works. [3]

Analyzing Content: Helpful Hints and Pointers

Although every data set is unique and each researcher will have a different and unique research question to address with that data set, there are some common practices and conventions. When reviewing your data, what do you look at exactly? How will you know if you have seen a pattern? How do you note or mark your data?

Let’s start with the last question first. If your data is stored digitally, there are various ways you can highlight or mark up passages. You can, of course, do this with literal highlighters, pens, and pencils if you have print copies. But there are also qualitative software programs to help you store the data, retrieve the data, and mark the data. This can simplify the process, although it cannot do the work of analysis for you.

Qualitative software can be very expensive, so the first thing to do is to find out if your institution (or program) has a universal license its students can use. If they do not, most programs have special student licenses that are less expensive. The two most used programs at this moment are probably ATLAS.ti and NVivo. Both can cost more than $500 [4] but provide everything you could possibly need for storing data, content analysis, and coding. They also have a lot of customer support, and you can find many official and unofficial tutorials on how to use the programs’ features on the web. Dedoose, created by academic researchers at UCLA, is a decent program that lacks many of the bells and whistles of the two big programs. Instead of paying all at once, you pay monthly, as you use the program. The monthly fee is relatively affordable (less than $15), so this might be a good option for a small project. HyperRESEARCH is another basic program created by academic researchers, and it is free for small projects (those that have limited cases and material to import). You can pay a monthly fee if your project expands past the free limits. I have personally used all four of these programs, and they each have their pluses and minuses.

Regardless of which program you choose, you should know that none of them will actually do the hard work of analysis for you. They are incredibly useful for helping you store and organize your data, and they provide abundant tools for marking, comparing, and coding your data so you can make sense of it. But making sense of it will always be your job alone.

So let’s say you have some software, and you have uploaded all of your content into the program: video clips, photographs, transcripts of news stories, articles from magazines, even digital copies of college scrapbooks. Now what do you do? What are you looking for? How do you see a pattern? The answers to these questions will depend partially on the particular research question you have, or at least the motivation behind your research. Let’s go back to the idea of looking at gender presentations in magazines from the 1950s to the 1970s. Here are some things you can look at and code in the content: (1) actions and behaviors, (2) events or conditions, (3) activities, (4) strategies and tactics, (5) states or general conditions, (6) meanings or symbols, (7) relationships/interactions, (8) consequences, and (9) settings. Table 17.1 lists these with examples from our gender presentation study.

Table 17.1. Examples of What to Note During Content Analysis

One thing to note about the examples in table 17.1: sometimes we note (mark, record, code) a single example, while other times, as in “settings,” we are recording a recurrent pattern. To help you spot patterns, it is useful to mark every setting, including a notation on gender. Using software can help you do this efficiently. You can then call up “setting by gender” and note this emerging pattern. There’s an element of counting here, which we normally think of as quantitative data analysis, but we are using the count to identify a pattern that will be used to help us interpret the communication. Content analyses often include counting as part of the interpretive (qualitative) process.

In your own study, you may not need or want to look at all of the elements listed in table 17.1. Even in our imagined example, some are more useful than others. For example, “strategies and tactics” is a bit of a stretch here. In studies that are looking specifically at, say, policy implementation or social movements, this category will prove much more salient.

Another way to think about “what to look at” is to consider aspects of your content in terms of units of analysis. You can drill down to the specific words used (e.g., the adjectives commonly used to describe “men” and “women” in your magazine sample) or move up to the more abstract level of concepts used (e.g., the idea that men are more rational than women). Counting for the purpose of identifying patterns is particularly useful here. How many times is that idea of women’s irrationality communicated? How is it is communicated (in comic strips, fictional stories, editorials, etc.)? Does the incidence of the concept change over time? Perhaps the “irrational woman” was everywhere in the 1950s, but by the 1970s, it is no longer showing up in stories and comics. By tracing its usage and prevalence over time, you might come up with a theory or story about gender presentation during the period. Table 17.2 provides more examples of using different units of analysis for this work along with suggestions for effective use.

Table 17.2. Examples of Unit of Analysis in Content Analysis

Every qualitative content analysis is unique in its particular focus and particular data used, so there is no single correct way to approach analysis. You should have a better idea, however, of what kinds of things to look for and what to look for. The next two chapters will take you further into the coding process, the primary analytical tool for qualitative research in general.

Further Readings

Cidell, Julie. 2010. “Content Clouds as Exploratory Qualitative Data Analysis.” Area 42(4):514–523. A demonstration of using visual “content clouds” as a form of exploratory qualitative data analysis using transcripts of public meetings and content of newspaper articles.

Hsieh, Hsiu-Fang, and Sarah E. Shannon. 2005. “Three Approaches to Qualitative Content Analysis.” Qualitative Health Research 15(9):1277–1288. Distinguishes three distinct approaches to QCA: conventional, directed, and summative. Uses hypothetical examples from end-of-life care research.

Jackson, Romeo, Alex C. Lange, and Antonio Duran. 2021. “A Whitened Rainbow: The In/Visibility of Race and Racism in LGBTQ Higher Education Scholarship.” Journal Committed to Social Change on Race and Ethnicity (JCSCORE) 7(2):174–206.* Using a “critical summative content analysis” approach, examines research published on LGBTQ people between 2009 and 2019.

Krippendorff, Klaus. 2018. Content Analysis: An Introduction to Its Methodology . 4th ed. Thousand Oaks, CA: SAGE. A very comprehensive textbook on both quantitative and qualitative forms of content analysis.

Mayring, Philipp. 2022. Qualitative Content Analysis: A Step-by-Step Guide . Thousand Oaks, CA: SAGE. Formulates an eight-step approach to QCA.

Messinger, Adam M. 2012. “Teaching Content Analysis through ‘Harry Potter.’” Teaching Sociology 40(4):360–367. This is a fun example of a relatively brief foray into content analysis using the music found in Harry Potter films.

Neuendorft, Kimberly A. 2002. The Content Analysis Guidebook . Thousand Oaks, CA: SAGE. Although a helpful guide to content analysis in general, be warned that this textbook definitely favors quantitative over qualitative approaches to content analysis.

Schrier, Margrit. 2012. Qualitative Content Analysis in Practice . Thousand Okas, CA: SAGE. Arguably the most accessible guidebook for QCA, written by a professor based in Germany.

Weber, Matthew A., Shannon Caplan, Paul Ringold, and Karen Blocksom. 2017. “Rivers and Streams in the Media: A Content Analysis of Ecosystem Services.” Ecology and Society 22(3).* Examines the content of a blog hosted by National Geographic and articles published in The New York Times and the Wall Street Journal for stories on rivers and streams (e.g., water-quality flooding).

• There are ways of handling content analysis quantitatively, however. Some practitioners therefore specify qualitative content analysis (QCA). In this chapter, all content analysis is QCA unless otherwise noted. ↵
• Note that some qualitative software allows you to upload whole films or film clips for coding. You will still have to get access to the film, of course. ↵
• See chapter 20 for more on the final presentation of research. ↵
• . Actually, ATLAS.ti is an annual license, while NVivo is a perpetual license, but both are going to cost you at least $500 to use. Student rates may be lower. And don’t forget to ask your institution or program if they already have a software license you can use. ↵

A method of both data collection and data analysis in which a given content (textual, visual, graphic) is examined systematically and rigorously to identify meanings, themes, patterns and assumptions.  Qualitative content analysis (QCA) is concerned with gathering and interpreting an existing body of material.    

Introduction to Qualitative Research Methods Copyright © 2023 by Allison Hurst is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License , except where otherwise noted.

Content Analysis

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Content analysis emerged from studies of archived texts (Vogt et al., When to use what research design, Guilford Press, 2012), such as newspapers, transcripts of speeches, and magazines. (Ellingson, The SAGE handbook of qualitative research (4th ed., pp. 595–610). Sage, 2011.) noted that content analysis resides in the postpositivist typology which allows researchers to “conduct an inductive analysis of textual data, form a typology grounded in the data … use the derived typology to sort data into categories, and then count the frequencies of each theme or category across data” (p. 596).

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Tunison, S. (2023). Content Analysis. In: Okoko, J.M., Tunison, S., Walker, K.D. (eds) Varieties of Qualitative Research Methods. Springer Texts in Education. Springer, Cham. https://doi.org/10.1007/978-3-031-04394-9_14

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Using Content Analysis

This guide provides an introduction to content analysis, a research methodology that examines words or phrases within a wide range of texts.

• Introduction to Content Analysis : Read about the history and uses of content analysis.
• Conceptual Analysis : Read an overview of conceptual analysis and its associated methodology.
• Relational Analysis : Read an overview of relational analysis and its associated methodology.
• Commentary : Read about issues of reliability and validity with regard to content analysis as well as the advantages and disadvantages of using content analysis as a research methodology.
• Examples : View examples of real and hypothetical studies that use content analysis.
• Annotated Bibliography : Complete list of resources used in this guide and beyond.

An Introduction to Content Analysis

Content analysis is a research tool used to determine the presence of certain words or concepts within texts or sets of texts. Researchers quantify and analyze the presence, meanings and relationships of such words and concepts, then make inferences about the messages within the texts, the writer(s), the audience, and even the culture and time of which these are a part. Texts can be defined broadly as books, book chapters, essays, interviews, discussions, newspaper headlines and articles, historical documents, speeches, conversations, advertising, theater, informal conversation, or really any occurrence of communicative language. Texts in a single study may also represent a variety of different types of occurrences, such as Palmquist's 1990 study of two composition classes, in which he analyzed student and teacher interviews, writing journals, classroom discussions and lectures, and out-of-class interaction sheets. To conduct a content analysis on any such text, the text is coded, or broken down, into manageable categories on a variety of levels--word, word sense, phrase, sentence, or theme--and then examined using one of content analysis' basic methods: conceptual analysis or relational analysis.

A Brief History of Content Analysis

Historically, content analysis was a time consuming process. Analysis was done manually, or slow mainframe computers were used to analyze punch cards containing data punched in by human coders. Single studies could employ thousands of these cards. Human error and time constraints made this method impractical for large texts. However, despite its impracticality, content analysis was already an often utilized research method by the 1940's. Although initially limited to studies that examined texts for the frequency of the occurrence of identified terms (word counts), by the mid-1950's researchers were already starting to consider the need for more sophisticated methods of analysis, focusing on concepts rather than simply words, and on semantic relationships rather than just presence (de Sola Pool 1959). While both traditions still continue today, content analysis now is also utilized to explore mental models, and their linguistic, affective, cognitive, social, cultural and historical significance.

Uses of Content Analysis

Perhaps due to the fact that it can be applied to examine any piece of writing or occurrence of recorded communication, content analysis is currently used in a dizzying array of fields, ranging from marketing and media studies, to literature and rhetoric, ethnography and cultural studies, gender and age issues, sociology and political science, psychology and cognitive science, and many other fields of inquiry. Additionally, content analysis reflects a close relationship with socio- and psycholinguistics, and is playing an integral role in the development of artificial intelligence. The following list (adapted from Berelson, 1952) offers more possibilities for the uses of content analysis:

• Reveal international differences in communication content
• Detect the existence of propaganda
• Identify the intentions, focus or communication trends of an individual, group or institution
• Describe attitudinal and behavioral responses to communications
• Determine psychological or emotional state of persons or groups

Types of Content Analysis

In this guide, we discuss two general categories of content analysis: conceptual analysis and relational analysis. Conceptual analysis can be thought of as establishing the existence and frequency of concepts most often represented by words of phrases in a text. For instance, say you have a hunch that your favorite poet often writes about hunger. With conceptual analysis you can determine how many times words such as hunger, hungry, famished, or starving appear in a volume of poems. In contrast, relational analysis goes one step further by examining the relationships among concepts in a text. Returning to the hunger example, with relational analysis, you could identify what other words or phrases hunger or famished appear next to and then determine what different meanings emerge as a result of these groupings.

Conceptual Analysis

Traditionally, content analysis has most often been thought of in terms of conceptual analysis. In conceptual analysis, a concept is chosen for examination, and the analysis involves quantifying and tallying its presence. Also known as thematic analysis [although this term is somewhat problematic, given its varied definitions in current literature--see Palmquist, Carley, & Dale (1997) vis-a-vis Smith (1992)], the focus here is on looking at the occurrence of selected terms within a text or texts, although the terms may be implicit as well as explicit. While explicit terms obviously are easy to identify, coding for implicit terms and deciding their level of implication is complicated by the need to base judgments on a somewhat subjective system. To attempt to limit the subjectivity, then (as well as to limit problems of reliability and validity ), coding such implicit terms usually involves the use of either a specialized dictionary or contextual translation rules. And sometimes, both tools are used--a trend reflected in recent versions of the Harvard and Lasswell dictionaries.

Methods of Conceptual Analysis

Conceptual analysis begins with identifying research questions and choosing a sample or samples. Once chosen, the text must be coded into manageable content categories. The process of coding is basically one of selective reduction . By reducing the text to categories consisting of a word, set of words or phrases, the researcher can focus on, and code for, specific words or patterns that are indicative of the research question.

An example of a conceptual analysis would be to examine several Clinton speeches on health care, made during the 1992 presidential campaign, and code them for the existence of certain words. In looking at these speeches, the research question might involve examining the number of positive words used to describe Clinton's proposed plan, and the number of negative words used to describe the current status of health care in America. The researcher would be interested only in quantifying these words, not in examining how they are related, which is a function of relational analysis. In conceptual analysis, the researcher simply wants to examine presence with respect to his/her research question, i.e. is there a stronger presence of positive or negative words used with respect to proposed or current health care plans, respectively.

Once the research question has been established, the researcher must make his/her coding choices with respect to the eight category coding steps indicated by Carley (1992).

Steps for Conducting Conceptual Analysis

The following discussion of steps that can be followed to code a text or set of texts during conceptual analysis use campaign speeches made by Bill Clinton during the 1992 presidential campaign as an example. To read about each step, click on the items in the list below:

• Decide the level of analysis.

First, the researcher must decide upon the level of analysis . With the health care speeches, to continue the example, the researcher must decide whether to code for a single word, such as "inexpensive," or for sets of words or phrases, such as "coverage for everyone."

• Decide how many concepts to code for.

The researcher must now decide how many different concepts to code for. This involves developing a pre-defined or interactive set of concepts and categories. The researcher must decide whether or not to code for every single positive or negative word that appears, or only certain ones that the researcher determines are most relevant to health care. Then, with this pre-defined number set, the researcher has to determine how much flexibility he/she allows him/herself when coding. The question of whether the researcher codes only from this pre-defined set, or allows him/herself to add relevant categories not included in the set as he/she finds them in the text, must be answered. Determining a certain number and set of concepts allows a researcher to examine a text for very specific things, keeping him/her on task. But introducing a level of coding flexibility allows new, important material to be incorporated into the coding process that could have significant bearings on one's results.

• Decide whether to code for existence or frequency of a concept.

After a certain number and set of concepts are chosen for coding , the researcher must answer a key question: is he/she going to code for existence or frequency ? This is important, because it changes the coding process. When coding for existence, "inexpensive" would only be counted once, no matter how many times it appeared. This would be a very basic coding process and would give the researcher a very limited perspective of the text. However, the number of times "inexpensive" appears in a text might be more indicative of importance. Knowing that "inexpensive" appeared 50 times, for example, compared to 15 appearances of "coverage for everyone," might lead a researcher to interpret that Clinton is trying to sell his health care plan based more on economic benefits, not comprehensive coverage. Knowing that "inexpensive" appeared, but not that it appeared 50 times, would not allow the researcher to make this interpretation, regardless of whether it is valid or not.

• Decide on how you will distinguish among concepts.

The researcher must next decide on the , i.e. whether concepts are to be coded exactly as they appear, or if they can be recorded as the same even when they appear in different forms. For example, "expensive" might also appear as "expensiveness." The research needs to determine if the two words mean radically different things to him/her, or if they are similar enough that they can be coded as being the same thing, i.e. "expensive words." In line with this, is the need to determine the level of implication one is going to allow. This entails more than subtle differences in tense or spelling, as with "expensive" and "expensiveness." Determining the level of implication would allow the researcher to code not only for the word "expensive," but also for words that imply "expensive." This could perhaps include technical words, jargon, or political euphemism, such as "economically challenging," that the researcher decides does not merit a separate category, but is better represented under the category "expensive," due to its implicit meaning of "expensive."

• Develop rules for coding your texts.

After taking the generalization of concepts into consideration, a researcher will want to create translation rules that will allow him/her to streamline and organize the coding process so that he/she is coding for exactly what he/she wants to code for. Developing a set of rules helps the researcher insure that he/she is coding things consistently throughout the text, in the same way every time. If a researcher coded "economically challenging" as a separate category from "expensive" in one paragraph, then coded it under the umbrella of "expensive" when it occurred in the next paragraph, his/her data would be invalid. The interpretations drawn from that data will subsequently be invalid as well. Translation rules protect against this and give the coding process a crucial level of consistency and coherence.

• Decide what to do with "irrelevant" information.

The next choice a researcher must make involves irrelevant information . The researcher must decide whether irrelevant information should be ignored (as Weber, 1990, suggests), or used to reexamine and/or alter the coding scheme. In the case of this example, words like "and" and "the," as they appear by themselves, would be ignored. They add nothing to the quantification of words like "inexpensive" and "expensive" and can be disregarded without impacting the outcome of the coding.

• Code the texts.

Once these choices about irrelevant information are made, the next step is to code the text. This is done either by hand, i.e. reading through the text and manually writing down concept occurrences, or through the use of various computer programs. Coding with a computer is one of contemporary conceptual analysis' greatest assets. By inputting one's categories, content analysis programs can easily automate the coding process and examine huge amounts of data, and a wider range of texts, quickly and efficiently. But automation is very dependent on the researcher's preparation and category construction. When coding is done manually, a researcher can recognize errors far more easily. A computer is only a tool and can only code based on the information it is given. This problem is most apparent when coding for implicit information, where category preparation is essential for accurate coding.

• Analyze your results.

Once the coding is done, the researcher examines the data and attempts to draw whatever conclusions and generalizations are possible. Of course, before these can be drawn, the researcher must decide what to do with the information in the text that is not coded. One's options include either deleting or skipping over unwanted material, or viewing all information as relevant and important and using it to reexamine, reassess and perhaps even alter one's coding scheme. Furthermore, given that the conceptual analyst is dealing only with quantitative data, the levels of interpretation and generalizability are very limited. The researcher can only extrapolate as far as the data will allow. But it is possible to see trends, for example, that are indicative of much larger ideas. Using the example from step three, if the concept "inexpensive" appears 50 times, compared to 15 appearances of "coverage for everyone," then the researcher can pretty safely extrapolate that there does appear to be a greater emphasis on the economics of the health care plan, as opposed to its universal coverage for all Americans. It must be kept in mind that conceptual analysis, while extremely useful and effective for providing this type of information when done right, is limited by its focus and the quantitative nature of its examination. To more fully explore the relationships that exist between these concepts, one must turn to relational analysis.

Relational Analysis

Relational analysis, like conceptual analysis, begins with the act of identifying concepts present in a given text or set of texts. However, relational analysis seeks to go beyond presence by exploring the relationships between the concepts identified. Relational analysis has also been termed semantic analysis (Palmquist, Carley, & Dale, 1997). In other words, the focus of relational analysis is to look for semantic, or meaningful, relationships. Individual concepts, in and of themselves, are viewed as having no inherent meaning. Rather, meaning is a product of the relationships among concepts in a text. Carley (1992) asserts that concepts are "ideational kernels;" these kernels can be thought of as symbols which acquire meaning through their connections to other symbols.

Theoretical Influences on Relational Analysis

The kind of analysis that researchers employ will vary significantly according to their theoretical approach. Key theoretical approaches that inform content analysis include linguistics and cognitive science.

Linguistic approaches to content analysis focus analysis of texts on the level of a linguistic unit, typically single clause units. One example of this type of research is Gottschalk (1975), who developed an automated procedure which analyzes each clause in a text and assigns it a numerical score based on several emotional/psychological scales. Another technique is to code a text grammatically into clauses and parts of speech to establish a matrix representation (Carley, 1990).

Approaches that derive from cognitive science include the creation of decision maps and mental models. Decision maps attempt to represent the relationship(s) between ideas, beliefs, attitudes, and information available to an author when making a decision within a text. These relationships can be represented as logical, inferential, causal, sequential, and mathematical relationships. Typically, two of these links are compared in a single study, and are analyzed as networks. For example, Heise (1987) used logical and sequential links to examine symbolic interaction. This methodology is thought of as a more generalized cognitive mapping technique, rather than the more specific mental models approach.

Mental models are groups or networks of interrelated concepts that are thought to reflect conscious or subconscious perceptions of reality. According to cognitive scientists, internal mental structures are created as people draw inferences and gather information about the world. Mental models are a more specific approach to mapping because beyond extraction and comparison because they can be numerically and graphically analyzed. Such models rely heavily on the use of computers to help analyze and construct mapping representations. Typically, studies based on this approach follow five general steps:

• Identifing concepts
• Defining relationship types
• Coding the text on the basis of 1 and 2
• Coding the statements
• Graphically displaying and numerically analyzing the resulting maps

To create the model, a researcher converts a text into a map of concepts and relations; the map is then analyzed on the level of concepts and statements, where a statement consists of two concepts and their relationship. Carley (1990) asserts that this makes possible the comparison of a wide variety of maps, representing multiple sources, implicit and explicit information, as well as socially shared cognitions.

Relational Analysis: Overview of Methods

As with other sorts of inquiry, initial choices with regard to what is being studied and/or coded for often determine the possibilities of that particular study. For relational analysis, it is important to first decide which concept type(s) will be explored in the analysis. Studies have been conducted with as few as one and as many as 500 concept categories. Obviously, too many categories may obscure your results and too few can lead to unreliable and potentially invalid conclusions. Therefore, it is important to allow the context and necessities of your research to guide your coding procedures.

The steps to relational analysis that we consider in this guide suggest some of the possible avenues available to a researcher doing content analysis. We provide an example to make the process easier to grasp. However, the choices made within the context of the example are but only a few of many possibilities. The diversity of techniques available suggests that there is quite a bit of enthusiasm for this mode of research. Once a procedure is rigorously tested, it can be applied and compared across populations over time. The process of relational analysis has achieved a high degree of computer automation but still is, like most forms of research, time consuming. Perhaps the strongest claim that can be made is that it maintains a high degree of statistical rigor without losing the richness of detail apparent in even more qualitative methods.

Three Subcategories of Relational Analysis

Affect extraction: This approach provides an emotional evaluation of concepts explicit in a text. It is problematic because emotion may vary across time and populations. Nevertheless, when extended it can be a potent means of exploring the emotional/psychological state of the speaker and/or writer. Gottschalk (1995) provides an example of this type of analysis. By assigning concepts identified a numeric value on corresponding emotional/psychological scales that can then be statistically examined, Gottschalk claims that the emotional/psychological state of the speaker or writer can be ascertained via their verbal behavior.

Proximity analysis: This approach, on the other hand, is concerned with the co-occurrence of explicit concepts in the text. In this procedure, the text is defined as a string of words. A given length of words, called a window , is determined. The window is then scanned across a text to check for the co-occurrence of concepts. The result is the creation of a concept determined by the concept matrix . In other words, a matrix, or a group of interrelated, co-occurring concepts, might suggest a certain overall meaning. The technique is problematic because the window records only explicit concepts and treats meaning as proximal co-occurrence. Other techniques such as clustering, grouping, and scaling are also useful in proximity analysis.

Cognitive mapping: This approach is one that allows for further analysis of the results from the two previous approaches. It attempts to take the above processes one step further by representing these relationships visually for comparison. Whereas affective and proximal analysis function primarily within the preserved order of the text, cognitive mapping attempts to create a model of the overall meaning of the text. This can be represented as a graphic map that represents the relationships between concepts.

In this manner, cognitive mapping lends itself to the comparison of semantic connections across texts. This is known as map analysis which allows for comparisons to explore "how meanings and definitions shift across people and time" (Palmquist, Carley, & Dale, 1997). Maps can depict a variety of different mental models (such as that of the text, the writer/speaker, or the social group/period), according to the focus of the researcher. This variety is indicative of the theoretical assumptions that support mapping: mental models are representations of interrelated concepts that reflect conscious or subconscious perceptions of reality; language is the key to understanding these models; and these models can be represented as networks (Carley, 1990). Given these assumptions, it's not surprising to see how closely this technique reflects the cognitive concerns of socio-and psycholinguistics, and lends itself to the development of artificial intelligence models.

Steps for Conducting Relational Analysis

The following discussion of the steps (or, perhaps more accurately, strategies) that can be followed to code a text or set of texts during relational analysis. These explanations are accompanied by examples of relational analysis possibilities for statements made by Bill Clinton during the 1998 hearings.

• Identify the Question.

The question is important because it indicates where you are headed and why. Without a focused question, the concept types and options open to interpretation are limitless and therefore the analysis difficult to complete. Possibilities for the Hairy Hearings of 1998 might be:

What did Bill Clinton say in the speech? OR What concrete information did he present to the public?

• Choose a sample or samples for analysis.

Once the question has been identified, the researcher must select sections of text/speech from the hearings in which Bill Clinton may have not told the entire truth or is obviously holding back information. For relational content analysis, the primary consideration is how much information to preserve for analysis. One must be careful not to limit the results by doing so, but the researcher must also take special care not to take on so much that the coding process becomes too heavy and extensive to supply worthwhile results.

• Determine the type of analysis.

Once the sample has been chosen for analysis, it is necessary to determine what type or types of relationships you would like to examine. There are different subcategories of relational analysis that can be used to examine the relationships in texts.

In this example, we will use proximity analysis because it is concerned with the co-occurrence of explicit concepts in the text. In this instance, we are not particularly interested in affect extraction because we are trying to get to the hard facts of what exactly was said rather than determining the emotional considerations of speaker and receivers surrounding the speech which may be unrecoverable.

Once the subcategory of analysis is chosen, the selected text must be reviewed to determine the level of analysis. The researcher must decide whether to code for a single word, such as "perhaps," or for sets of words or phrases like "I may have forgotten."

• Reduce the text to categories and code for words or patterns.

At the simplest level, a researcher can code merely for existence. This is not to say that simplicity of procedure leads to simplistic results. Many studies have successfully employed this strategy. For example, Palmquist (1990) did not attempt to establish the relationships among concept terms in the classrooms he studied; his study did, however, look at the change in the presence of concepts over the course of the semester, comparing a map analysis from the beginning of the semester to one constructed at the end. On the other hand, the requirement of one's specific research question may necessitate deeper levels of coding to preserve greater detail for analysis.

In relation to our extended example, the researcher might code for how often Bill Clinton used words that were ambiguous, held double meanings, or left an opening for change or "re-evaluation." The researcher might also choose to code for what words he used that have such an ambiguous nature in relation to the importance of the information directly related to those words.

• Explore the relationships between concepts (Strength, Sign & Direction).

Once words are coded, the text can be analyzed for the relationships among the concepts set forth. There are three concepts which play a central role in exploring the relations among concepts in content analysis.

• Strength of Relationship: Refers to the degree to which two or more concepts are related. These relationships are easiest to analyze, compare, and graph when all relationships between concepts are considered to be equal. However, assigning strength to relationships retains a greater degree of the detail found in the original text. Identifying strength of a relationship is key when determining whether or not words like unless, perhaps, or maybe are related to a particular section of text, phrase, or idea.
• Sign of a Relationship: Refers to whether or not the concepts are positively or negatively related. To illustrate, the concept "bear" is negatively related to the concept "stock market" in the same sense as the concept "bull" is positively related. Thus "it's a bear market" could be coded to show a negative relationship between "bear" and "market". Another approach to coding for strength entails the creation of separate categories for binary oppositions. The above example emphasizes "bull" as the negation of "bear," but could be coded as being two separate categories, one positive and one negative. There has been little research to determine the benefits and liabilities of these differing strategies. Use of Sign coding for relationships in regard to the hearings my be to find out whether or not the words under observation or in question were used adversely or in favor of the concepts (this is tricky, but important to establishing meaning).
• Direction of the Relationship: Refers to the type of relationship categories exhibit. Coding for this sort of information can be useful in establishing, for example, the impact of new information in a decision making process. Various types of directional relationships include, "X implies Y," "X occurs before Y" and "if X then Y," or quite simply the decision whether concept X is the "prime mover" of Y or vice versa. In the case of the 1998 hearings, the researcher might note that, "maybe implies doubt," "perhaps occurs before statements of clarification," and "if possibly exists, then there is room for Clinton to change his stance." In some cases, concepts can be said to be bi-directional, or having equal influence. This is equivalent to ignoring directionality. Both approaches are useful, but differ in focus. Coding all categories as bi-directional is most useful for exploratory studies where pre-coding may influence results, and is also most easily automated, or computer coded.
• Code the relationships.

One of the main differences between conceptual analysis and relational analysis is that the statements or relationships between concepts are coded. At this point, to continue our extended example, it is important to take special care with assigning value to the relationships in an effort to determine whether the ambiguous words in Bill Clinton's speech are just fillers, or hold information about the statements he is making.

• Perform Statisical Analyses.

This step involves conducting statistical analyses of the data you've coded during your relational analysis. This may involve exploring for differences or looking for relationships among the variables you've identified in your study.

• Map out the Representations.

In addition to statistical analysis, relational analysis often leads to viewing the representations of the concepts and their associations in a text (or across texts) in a graphical -- or map -- form. Relational analysis is also informed by a variety of different theoretical approaches: linguistic content analysis, decision mapping, and mental models.

The authors of this guide have created the following commentaries on content analysis.

Issues of Reliability & Validity

The issues of reliability and validity are concurrent with those addressed in other research methods. The reliability of a content analysis study refers to its stability , or the tendency for coders to consistently re-code the same data in the same way over a period of time; reproducibility , or the tendency for a group of coders to classify categories membership in the same way; and accuracy , or the extent to which the classification of a text corresponds to a standard or norm statistically. Gottschalk (1995) points out that the issue of reliability may be further complicated by the inescapably human nature of researchers. For this reason, he suggests that coding errors can only be minimized, and not eliminated (he shoots for 80% as an acceptable margin for reliability).

On the other hand, the validity of a content analysis study refers to the correspondence of the categories to the conclusions , and the generalizability of results to a theory.

The validity of categories in implicit concept analysis, in particular, is achieved by utilizing multiple classifiers to arrive at an agreed upon definition of the category. For example, a content analysis study might measure the occurrence of the concept category "communist" in presidential inaugural speeches. Using multiple classifiers, the concept category can be broadened to include synonyms such as "red," "Soviet threat," "pinkos," "godless infidels" and "Marxist sympathizers." "Communist" is held to be the explicit variable, while "red," etc. are the implicit variables.

The overarching problem of concept analysis research is the challenge-able nature of conclusions reached by its inferential procedures. The question lies in what level of implication is allowable, i.e. do the conclusions follow from the data or are they explainable due to some other phenomenon? For occurrence-specific studies, for example, can the second occurrence of a word carry equal weight as the ninety-ninth? Reasonable conclusions can be drawn from substantive amounts of quantitative data, but the question of proof may still remain unanswered.

This problem is again best illustrated when one uses computer programs to conduct word counts. The problem of distinguishing between synonyms and homonyms can completely throw off one's results, invalidating any conclusions one infers from the results. The word "mine," for example, variously denotes a personal pronoun, an explosive device, and a deep hole in the ground from which ore is extracted. One may obtain an accurate count of that word's occurrence and frequency, but not have an accurate accounting of the meaning inherent in each particular usage. For example, one may find 50 occurrences of the word "mine." But, if one is only looking specifically for "mine" as an explosive device, and 17 of the occurrences are actually personal pronouns, the resulting 50 is an inaccurate result. Any conclusions drawn as a result of that number would render that conclusion invalid.

The generalizability of one's conclusions, then, is very dependent on how one determines concept categories, as well as on how reliable those categories are. It is imperative that one defines categories that accurately measure the idea and/or items one is seeking to measure. Akin to this is the construction of rules. Developing rules that allow one, and others, to categorize and code the same data in the same way over a period of time, referred to as stability , is essential to the success of a conceptual analysis. Reproducibility , not only of specific categories, but of general methods applied to establishing all sets of categories, makes a study, and its subsequent conclusions and results, more sound. A study which does this, i.e. in which the classification of a text corresponds to a standard or norm, is said to have accuracy .

Advantages of Content Analysis

Content analysis offers several advantages to researchers who consider using it. In particular, content analysis:

• looks directly at communication via texts or transcripts, and hence gets at the central aspect of social interaction
• can allow for both quantitative and qualitative operations
• can provides valuable historical/cultural insights over time through analysis of texts
• allows a closeness to text which can alternate between specific categories and relationships and also statistically analyzes the coded form of the text
• can be used to interpret texts for purposes such as the development of expert systems (since knowledge and rules can both be coded in terms of explicit statements about the relationships among concepts)
• is an unobtrusive means of analyzing interactions
• provides insight into complex models of human thought and language use

Disadvantages of Content Analysis

Content analysis suffers from several disadvantages, both theoretical and procedural. In particular, content analysis:

• can be extremely time consuming
• is subject to increased error, particularly when relational analysis is used to attain a higher level of interpretation
• is often devoid of theoretical base, or attempts too liberally to draw meaningful inferences about the relationships and impacts implied in a study
• is inherently reductive, particularly when dealing with complex texts
• tends too often to simply consist of word counts
• often disregards the context that produced the text, as well as the state of things after the text is produced
• can be difficult to automate or computerize

The Palmquist, Carley and Dale study, a summary of "Applications of Computer-Aided Text Analysis: Analyzing Literary and Non-Literary Texts" (1997) is an example of two studies that have been conducted using both conceptual and relational analysis. The Problematic Text for Content Analysis shows the differences in results obtained by a conceptual and a relational approach to a study.

Related Information: Example of a Problematic Text for Content Analysis

In this example, both students observed a scientist and were asked to write about the experience.

Student A: I found that scientists engage in research in order to make discoveries and generate new ideas. Such research by scientists is hard work and often involves collaboration with other scientists which leads to discoveries which make the scientists famous. Such collaboration may be informal, such as when they share new ideas over lunch, or formal, such as when they are co-authors of a paper.

Student B: It was hard work to research famous scientists engaged in collaboration and I made many informal discoveries. My research showed that scientists engaged in collaboration with other scientists are co-authors of at least one paper containing their new ideas. Some scientists make formal discoveries and have new ideas.

Content analysis coding for explicit concepts may not reveal any significant differences. For example, the existence of "I, scientist, research, hard work, collaboration, discoveries, new ideas, etc..." are explicit in both texts, occur the same number of times, and have the same emphasis. Relational analysis or cognitive mapping, however, reveals that while all concepts in the text are shared, only five concepts are common to both. Analyzing these statements reveals that Student A reports on what "I" found out about "scientists," and elaborated the notion of "scientists" doing "research." Student B focuses on what "I's" research was and sees scientists as "making discoveries" without emphasis on research.

Related Information: The Palmquist, Carley and Dale Study

Consider these two questions: How has the depiction of robots changed over more than a century's worth of writing? And, do students and writing instructors share the same terms for describing the writing process? Although these questions seem totally unrelated, they do share a commonality: in the Palmquist, Carley & Dale study, their answers rely on computer-aided text analysis to demonstrate how different texts can be analyzed.

Literary texts

One half of the study explored the depiction of robots in 27 science fiction texts written between 1818 and 1988. After texts were divided into three historically defined groups, readers look for how the depiction of robots has changed over time. To do this, researchers had to create concept lists and relationship types, create maps using a computer software (see Fig. 1), modify those maps and then ultimately analyze them. The final product of the analysis revealed that over time authors were less likely to depict robots as metallic humanoids.

Non-literary texts

The second half of the study used student journals and interviews, teacher interviews, texts books, and classroom observations as the non-literary texts from which concepts and words were taken. The purpose behind the study was to determine if, in fact, over time teacher and students would begin to share a similar vocabulary about the writing process. Again, researchers used computer software to assist in the process. This time, computers helped researchers generated a concept list based on frequently occurring words and phrases from all texts. Maps were also created and analyzed in this study (see Fig. 2).

Annotated Bibliography

Resources On How To Conduct Content Analysis

Beard, J., & Yaprak, A. (1989). Language implications for advertising in international markets: A model for message content and message execution. A paper presented at the 8th International Conference on Language Communication for World Business and the Professions. Ann Arbor, MI.

This report discusses the development and testing of a content analysis model for assessing advertising themes and messages aimed primarily at U.S. markets which seeks to overcome barriers in the cultural environment of international markets. Texts were categorized under 3 headings: rational, emotional, and moral. The goal here was to teach students to appreciate differences in language and culture.

Berelson, B. (1971). Content analysis in communication research . New York: Hafner Publishing Company.

While this book provides an extensive outline of the uses of content analysis, it is far more concerned with conveying a critical approach to current literature on the subject. In this respect, it assumes a bit of prior knowledge, but is still accessible through the use of concrete examples.

Budd, R. W., Thorp, R.K., & Donohew, L. (1967). Content analysis of communications . New York: Macmillan Company.

Although published in 1967, the decision of the authors to focus on recent trends in content analysis keeps their insights relevant even to modern audiences. The book focuses on specific uses and methods of content analysis with an emphasis on its potential for researching human behavior. It is also geared toward the beginning researcher and breaks down the process of designing a content analysis study into 6 steps that are outlined in successive chapters. A useful annotated bibliography is included.

Carley, K. (1992). Coding choices for textual analysis: A comparison of content analysis and map analysis. Unpublished Working Paper.

Comparison of the coding choices necessary to conceptual analysis and relational analysis, especially focusing on cognitive maps. Discusses concept coding rules needed for sufficient reliability and validity in a Content Analysis study. In addition, several pitfalls common to texts are discussed.

Carley, K. (1990). Content analysis. In R.E. Asher (Ed.), The Encyclopedia of Language and Linguistics. Edinburgh: Pergamon Press.

Quick, yet detailed, overview of the different methodological kinds of Content Analysis. Carley breaks down her paper into five sections, including: Conceptual Analysis, Procedural Analysis, Relational Analysis, Emotional Analysis and Discussion. Also included is an excellent and comprehensive Content Analysis reference list.

Carley, K. (1989). Computer analysis of qualitative data . Pittsburgh, PA: Carnegie Mellon University.

Presents graphic, illustrated representations of computer based approaches to content analysis.

Carley, K. (1992). MECA . Pittsburgh, PA: Carnegie Mellon University.

A resource guide explaining the fifteen routines that compose the Map Extraction Comparison and Analysis (MECA) software program. Lists the source file, input and out files, and the purpose for each routine.

Carney, T. F. (1972). Content analysis: A technique for systematic inference from communications . Winnipeg, Canada: University of Manitoba Press.

This book introduces and explains in detail the concept and practice of content analysis. Carney defines it; traces its history; discusses how content analysis works and its strengths and weaknesses; and explains through examples and illustrations how one goes about doing a content analysis.

de Sola Pool, I. (1959). Trends in content analysis . Urbana, Ill: University of Illinois Press.

The 1959 collection of papers begins by differentiating quantitative and qualitative approaches to content analysis, and then details facets of its uses in a wide variety of disciplines: from linguistics and folklore to biography and history. Includes a discussion on the selection of relevant methods and representational models.

Duncan, D. F. (1989). Content analysis in health educaton research: An introduction to purposes and methods. Heatlth Education, 20 (7).

This article proposes using content analysis as a research technique in health education. A review of literature relating to applications of this technique and a procedure for content analysis are presented.

Gottschalk, L. A. (1995). Content analysis of verbal behavior: New findings and clinical applications. Hillside, NJ: Lawrence Erlbaum Associates, Inc.

This book primarily focuses on the Gottschalk-Gleser method of content analysis, and its application as a method of measuring psychological dimensions of children and adults via the content and form analysis of their verbal behavior, using the grammatical clause as the basic unit of communication for carrying semantic messages generated by speakers or writers.

Krippendorf, K. (1980). Content analysis: An introduction to its methodology Beverly Hills, CA: Sage Publications.

This is one of the most widely quoted resources in many of the current studies of Content Analysis. Recommended as another good, basic resource, as Krippendorf presents the major issues of Content Analysis in much the same way as Weber (1975).

Moeller, L. G. (1963). An introduction to content analysis--including annotated bibliography . Iowa City: University of Iowa Press.

A good reference for basic content analysis. Discusses the options of sampling, categories, direction, measurement, and the problems of reliability and validity in setting up a content analysis. Perhaps better as a historical text due to its age.

Smith, C. P. (Ed.). (1992). Motivation and personality: Handbook of thematic content analysis. New York: Cambridge University Press.

Billed by its authors as "the first book to be devoted primarily to content analysis systems for assessment of the characteristics of individuals, groups, or historical periods from their verbal materials." The text includes manuals for using various systems, theory, and research regarding the background of systems, as well as practice materials, making the book both a reference and a handbook.

Solomon, M. (1993). Content analysis: a potent tool in the searcher's arsenal. Database, 16 (2), 62-67.

Online databases can be used to analyze data, as well as to simply retrieve it. Online-media-source content analysis represents a potent but little-used tool for the business searcher. Content analysis benchmarks useful to advertisers include prominence, offspin, sponsor affiliation, verbatims, word play, positioning and notational visibility.

Weber, R. P. (1990). Basic content analysis, second edition . Newbury Park, CA: Sage Publications.

Good introduction to Content Analysis. The first chapter presents a quick overview of Content Analysis. The second chapter discusses content classification and interpretation, including sections on reliability, validity, and the creation of coding schemes and categories. Chapter three discusses techniques of Content Analysis, using a number of tables and graphs to illustrate the techniques. Chapter four examines issues in Content Analysis, such as measurement, indication, representation and interpretation.

Examples of Content Analysis

Adams, W., & Shriebman, F. (1978). Television network news: Issues in content research . Washington, DC: George Washington University Press.

A fairly comprehensive application of content analysis to the field of television news reporting. The books tripartite division discusses current trends and problems with news criticism from a content analysis perspective, four different content analysis studies of news media, and makes recommendations for future research in the area. Worth a look by anyone interested in mass communication research.

Auter, P. J., & Moore, R. L. (1993). Buying from a friend: a content analysis of two teleshopping programs. Journalism Quarterly, 70 (2), 425-437.

A preliminary study was conducted to content-analyze random samples of two teleshopping programs, using a measure of content interactivity and a locus of control message index.

Barker, S. P. (???) Fame: A content analysis study of the American film biography. Ohio State University. Thesis.

Barker examined thirty Oscar-nominated films dating from 1929 to 1979 using O.J. Harvey Belief System and the Kohlberg's Moral Stages to determine whether cinema heroes were positive role models for fame and success or morally ambiguous celebrities. Content analysis was successful in determining several trends relative to the frequency and portrayal of women in film, the generally high ethical character of the protagonists, and the dogmatic, close-minded nature of film antagonists.

Bernstein, J. M. & Lacy, S. (1992). Contextual coverage of government by local television news. Journalism Quarterly, 69 (2), 329-341.

This content analysis of 14 local television news operations in five markets looks at how local TV news shows contribute to the marketplace of ideas. Performance was measured as the allocation of stories to types of coverage that provide the context about events and issues confronting the public.

Blaikie, A. (1993). Images of age: a reflexive process. Applied Ergonomics, 24 (1), 51-58.

Content analysis of magazines provides a sharp instrument for reflecting the change in stereotypes of aging over past decades.

Craig, R. S. (1992). The effect of day part on gender portrayals in television commercials: a content analysis. Sex Roles: A Journal of Research, 26 (5-6), 197-213.

Gender portrayals in 2,209 network television commercials were content analyzed. To compare differences between three day parts, the sample was chosen from three time periods: daytime, evening prime time, and weekend afternoon sportscasts. The results indicate large and consistent differences in the way men and women are portrayed in these three day parts, with almost all comparisons reaching significance at the .05 level. Although ads in all day parts tended to portray men in stereotypical roles of authority and dominance, those on weekends tended to emphasize escape form home and family. The findings of earlier studies which did not consider day part differences may now have to be reevaluated.

Dillon, D. R. et al. (1992). Article content and authorship trends in The Reading Teacher, 1948-1991. The Reading Teacher, 45 (5), 362-368.

The authors explore changes in the focus of the journal over time.

Eberhardt, EA. (1991). The rhetorical analysis of three journal articles: The study of form, content, and ideology. Ft. Collins, CO: Colorado State University.

Eberhardt uses content analysis in this thesis paper to analyze three journal articles that reported on President Ronald Reagan's address in which he responded to the Tower Commission report concerning the IranContra Affair. The reports concentrated on three rhetorical elements: idea generation or content; linguistic style or choice of language; and the potential societal effect of both, which Eberhardt analyzes, along with the particular ideological orientation espoused by each magazine.

Ellis, B. G. & Dick, S. J. (1996). 'Who was 'Shadow'? The computer knows: applying grammar-program statistics in content analyses to solve mysteries about authorship. Journalism & Mass Communication Quarterly, 73 (4), 947-963.

This study's objective was to employ the statistics-documentation portion of a word-processing program's grammar-check feature as a final, definitive, and objective tool for content analyses - used in tandem with qualitative analyses - to determine authorship. Investigators concluded there was significant evidence from both modalities to support their theory that Henry Watterson, long-time editor of the Louisville Courier-Journal, probably was the South's famed Civil War correspondent "Shadow" and to rule out another prime suspect, John H. Linebaugh of the Memphis Daily Appeal. Until now, this Civil War mystery has never been conclusively solved, puzzling historians specializing in Confederate journalism.

Gottschalk, L. A., Stein, M. K. & Shapiro, D.H. (1997). The application of computerized content analysis in a psychiatric outpatient clinic. Journal of Clinical Psychology, 53 (5) , 427-442.

Twenty-five new psychiatric outpatients were clinically evaluated and were administered a brief psychological screening battery which included measurements of symptoms, personality, and cognitive function. Included in this assessment procedure were the Gottschalk-Gleser Content Analysis Scales on which scores were derived from five minute speech samples by means of an artificial intelligence-based computer program. The use of this computerized content analysis procedure for initial, rapid diagnostic neuropsychiatric appraisal is supported by this research.

Graham, J. L., Kamins, M. A., & Oetomo, D. S. (1993). Content analysis of German and Japanese advertising in print media from Indonesia, Spain, and the United States. Journal of Advertising , 22 (2), 5-16.

The authors analyze informational and emotional content in print advertisements in order to consider how home-country culture influences firms' marketing strategies and tactics in foreign markets. Research results provided evidence contrary to the original hypothesis that home-country culture would influence ads in each of the target countries.

Herzog, A. (1973). The B.S. Factor: The theory and technique of faking it in America . New York: Simon and Schuster.

Herzog takes a look at the rhetoric of American culture using content analysis to point out discrepancies between intention and reality in American society. The study reveals, albeit in a comedic tone, how double talk and "not quite lies" are pervasive in our culture.

Horton, N. S. (1986). Young adult literature and censorship: A content analysis of seventy-eight young adult books . Denton, TX: North Texas State University.

The purpose of Horton's content analysis was to analyze a representative seventy-eight current young adult books to determine the extent to which they contain items which are objectionable to would-be censors. Seventy-eight books were identified which fit the criteria of popularity and literary quality. Each book was analyzed for, and tallied for occurrence of, six categories, including profanity, sex, violence, parent conflict, drugs and condoned bad behavior.

Isaacs, J. S. (1984). A verbal content analysis of the early memories of psychiatric patients . Berkeley: California School of Professional Psychology.

Isaacs did a content analysis investigation on the relationship between words and phrases used in early memories and clinical diagnosis. His hypothesis was that in conveying their early memories schizophrenic patients tend to use an identifiable set of words and phrases more frequently than do nonpatients and that schizophrenic patients use these words and phrases more frequently than do patients with major affective disorders.

Jean Lee, S. K. & Hwee Hoon, T. (1993). Rhetorical vision of men and women managers in Singapore. Human Relations, 46 (4), 527-542.

A comparison of media portrayal of male and female managers' rhetorical vision in Singapore is made. Content analysis of newspaper articles used to make this comparison also reveals the inherent conflicts that women managers have to face. Purposive and multi-stage sampling of articles are utilized.

Kaur-Kasior, S. (1987). The treatment of culture in greeting cards: A content analysis . Bowling Green, OH: Bowling Green State University.

Using six historical periods dating from 1870 to 1987, this content analysis study attempted to determine what structural/cultural aspects of American society were reflected in greeting cards. The study determined that the size of cards increased over time, included more pages, and had animals and flowers as their most dominant symbols. In addition, white was the most common color used. Due to habituation and specialization, says the author, greeting cards have become institutionalized in American culture.

Koza, J. E. (1992). The missing males and other gender-related issues in music education: A critical analysis of evidence from the Music Supervisor's Journal, 1914-1924. Paper presented at the annual meeting of the American Educational Research Association. San Francisco.

The goal of this study was to identify all educational issues that would today be explicitly gender related and to analyze the explanations past music educators gave for the existence of gender-related problems. A content analysis of every gender-related reference was undertaken, finding that the current preoccupation with males in music education has a long history and that little has changed since the early part of this century.

Laccinole, M. D. (1982). Aging and married couples: A language content analysis of a conversational and expository speech task . Eugene, OR: University of Oregon.

Using content analysis, this paper investigated the relationship of age to the use of the grammatical categories, and described the differences in the usage of these grammatical categories in a conversation and expository speech task by fifty married couples. The subjects Laccinole used in his analysis were Caucasian, English speaking, middle class, ranged in ages from 20 to 83 years of age, were in good health and had no history of communication disorders.

Laffal, J. (1995). A concept analysis of Jonathan Swift's 'A Tale of a Tub' and 'Gulliver's Travels.' Computers and Humanities, 29 (5), 339-362.

In this study, comparisons of concept profiles of "Tub," "Gulliver," and Swift's own contemporary texts, as well as a composite text of 18th century writers, reveal that "Gulliver" is conceptually different from "Tub." The study also discovers that the concepts and words of these texts suggest two strands in Swift's thinking.

Lewis, S. M. (1991). Regulation from a deregulatory FCC: Avoiding discursive dissonance. Masters Thesis, Fort Collins, CO: Colorado State University.

This thesis uses content analysis to examine inconsistent statements made by the Federal Communications Commission (FCC) in its policy documents during the 1980s. Lewis analyzes positions set forth by the FCC in its policy statements and catalogues different strategies that can be used by speakers to be or to appear consistent, as well as strategies to avoid inconsistent speech or discursive dissonance.

Norton, T. L. (1987). The changing image of childhood: A content analysis of Caldecott Award books. Los Angeles: University of South Carolina.

Content analysis was conducted on 48 Caldecott Medal Recipient books dating from 1938 to 1985 to determine whether the reflect the idea that the social perception of childhood has altered since the early 1960's. The results revealed an increasing "loss of childhood innocence," as well as a general sentimentality for childhood pervasive in the texts. Suggests further study of children's literature to confirm the validity of such study.

O'Dell, J. W. & Weideman, D. (1993). Computer content analysis of the Schreber case. Journal of Clinical Psychology, 49 (1), 120-125.

An example of the application of content analysis as a means of recreating a mental model of the psychology of an individual.

Pratt, C. A. & Pratt, C. B. (1995). Comparative content analysis of food and nutrition advertisements in Ebony, Essence, and Ladies' Home Journal. Journal of Nutrition Education, 27 (1), 11-18.

This study used content analysis to measure the frequencies and forms of food, beverage, and nutrition advertisements and their associated health-promotional message in three U.S. consumer magazines during two 3-year periods: 1980-1982 and 1990-1992. The study showed statistically significant differences among the three magazines in both frequencies and types of major promotional messages in the advertisements. Differences between the advertisements in Ebony and Essence, the readerships of which were primarily African-American, and those found in Ladies Home Journal were noted, as were changes in the two time periods. Interesting tie in to ethnographic research studies?

Riffe, D., Lacy, S., & Drager, M. W. (1996). Sample size in content analysis of weekly news magazines. Journalism & Mass Communication Quarterly,73 (3), 635-645.

This study explores a variety of approaches to deciding sample size in analyzing magazine content. Having tested random samples of size six, eight, ten, twelve, fourteen, and sixteen issues, the authors show that a monthly stratified sample of twelve issues is the most efficient method for inferring to a year's issues.

Roberts, S. K. (1987). A content analysis of how male and female protagonists in Newbery Medal and Honor books overcome conflict: Incorporating a locus of control framework. Fayetteville, AR: University of Arkansas.

The purpose of this content analysis was to analyze Newbery Medal and Honor books in order to determine how male and female protagonists were assigned behavioral traits in overcoming conflict as it relates to an internal or external locus of control schema. Roberts used all, instead of just a sample, of the fictional Newbery Medal and Honor books which met his study's criteria. A total of 120 male and female protagonists were categorized, from Newbery books dating from 1922 to 1986.

Schneider, J. (1993). Square One TV content analysis: Final report . New York: Children's Television Workshop.

This report summarizes the mathematical and pedagogical content of the 230 programs in the Square One TV library after five seasons of production, relating that content to the goals of the series which were to make mathematics more accessible, meaningful, and interesting to the children viewers.

Smith, T. E., Sells, S. P., and Clevenger, T. Ethnographic content analysis of couple and therapist perceptions in a reflecting team setting. The Journal of Marital and Family Therapy, 20 (3), 267-286.

An ethnographic content analysis was used to examine couple and therapist perspectives about the use and value of reflecting team practice. Postsession ethnographic interviews from both couples and therapists were examined for the frequency of themes in seven categories that emerged from a previous ethnographic study of reflecting teams. Ethnographic content analysis is briefly contrasted with conventional modes of quantitative content analysis to illustrate its usefulness and rationale for discovering emergent patterns, themes, emphases, and process using both inductive and deductive methods of inquiry.

Stahl, N. A. (1987). Developing college vocabulary: A content analysis of instructional materials. Reading, Research and Instruction , 26 (3).

This study investigates the extent to which the content of 55 college vocabulary texts is consistent with current research and theory on vocabulary instruction. It recommends less reliance on memorization and more emphasis on deep understanding and independent vocabulary development.

Swetz, F. (1992). Fifteenth and sixteenth century arithmetic texts: What can we learn from them? Science and Education, 1 (4).

Surveys the format and content of 15th and 16th century arithmetic textbooks, discussing the types of problems that were most popular in these early texts and briefly analyses problem contents. Notes the residual educational influence of this era's arithmetical and instructional practices.

Walsh, K., et al. (1996). Management in the public sector: a content analysis of journals. Public Administration 74 (2), 315-325.

The popularity and implementaion of managerial ideas from 1980 to 1992 are examined through the content of five journals revolving on local government, health, education and social service. Contents were analyzed according to commercialism, user involvement, performance evaluation, staffing, strategy and involvement with other organizations. Overall, local government showed utmost involvement with commercialism while health and social care articles were most concerned with user involvement.

For Further Reading

Abernethy, A. M., & Franke, G. R. (1996).The information content of advertising: a meta-analysis. Journal of Advertising, Summer 25 (2) , 1-18.

Carley, K., & Palmquist, M. (1992). Extracting, representing and analyzing mental models. Social Forces , 70 (3), 601-636.

Fan, D. (1988). Predictions of public opinion from the mass media: Computer content analysis and mathematical modeling . New York, NY: Greenwood Press.

Franzosi, R. (1990). Computer-assisted coding of textual data: An application to semantic grammars. Sociological Methods and Research, 19 (2), 225-257.

McTavish, D.G., & Pirro, E. (1990) Contextual content analysis. Quality and Quantity , 24 , 245-265.

Palmquist, M. E. (1990). The lexicon of the classroom: language and learning in writing class rooms . Doctoral dissertation, Carnegie Mellon University, Pittsburgh, PA.

Palmquist, M. E., Carley, K.M., and Dale, T.A. (1997). Two applications of automated text analysis: Analyzing literary and non-literary texts. In C. Roberts (Ed.), Text Analysis for the Social Sciences: Methods for Drawing Statistical Inferences from Texts and Tanscripts. Hillsdale, NJ: Lawrence Erlbaum Associates.

Roberts, C.W. (1989). Other than counting words: A linguistic approach to content analysis. Social Forces, 68 , 147-177.

Issues in Content Analysis

Jolliffe, L. (1993). Yes! More content analysis! Newspaper Research Journal , 14 (3-4), 93-97.

The author responds to an editorial essay by Barbara Luebke which criticizes excessive use of content analysis in newspaper content studies. The author points out the positive applications of content analysis when it is theory-based and utilized as a means of suggesting how or why the content exists, or what its effects on public attitudes or behaviors may be.

Kang, N., Kara, A., Laskey, H. A., & Seaton, F. B. (1993). A SAS MACRO for calculating intercoder agreement in content analysis. Journal of Advertising, 22 (2), 17-28.

A key issue in content analysis is the level of agreement across the judgments which classify the objects or stimuli of interest. A review of articles published in the Journal of Advertising indicates that many authors are not fully utilizing recommended measures of intercoder agreement and thus may not be adequately establishing the reliability of their research. This paper presents a SAS MACRO which facilitates the computation of frequently recommended indices of intercoder agreement in content analysis.

Lacy, S. & Riffe, D. (1996). Sampling error and selecting intercoder reliability samples for nominal content categories. Journalism & Mass Communication Quarterly, 73 (4) , 693-704.

This study views intercoder reliability as a sampling problem. It develops a formula for generating sample sizes needed to have valid reliability estimates. It also suggests steps for reporting reliability. The resulting sample sizes will permit a known degree of confidence that the agreement in a sample of items is representative of the pattern that would occur if all content items were coded by all coders.

Riffe, D., Aust, C. F., & Lacy, S. R. (1993). The effectiveness of random, consecutive day and constructed week sampling in newspaper content analysis. Journalism Quarterly, 70 (1), 133-139.

This study compares 20 sets each of samples for four different sizes using simple random, constructed week and consecutive day samples of newspaper content. Comparisons of sample efficiency, based on the percentage of sample means in each set of 20 falling within one or two standard errors of the population mean, show the superiority of constructed week sampling.

Thomas, S. (1994). Artifactual study in the analysis of culture: A defense of content analysis in a postmodern age. Communication Research, 21 (6), 683-697.

Although both modern and postmodern scholars have criticized the method of content analysis with allegations of reductionism and other epistemological limitations, it is argued here that these criticisms are ill founded. In building and argument for the validity of content analysis, the general value of artifact or text study is first considered.

Zollars, C. (1994). The perils of periodical indexes: Some problems in constructing samples for content analysis and culture indicators research. Communication Research, 21 (6), 698-714.

The author examines problems in using periodical indexes to construct research samples via the use of content analysis and culture indicator research. Issues of historical and idiosyncratic changes in index subject category heading and subheadings make article headings potentially misleading indicators. Index subject categories are not necessarily invalid as a result; nevertheless, the author discusses the need to test for category longevity, coherence, and consistency over time, and suggests the use of oversampling, cross-references, and other techniques as a means of correcting and/or compensating for hidden inaccuracies in classification, and as a means of constructing purposive samples for analytic comparisons.

Busch, Carol, Paul S. De Maret, Teresa Flynn, Rachel Kellum, Sheri Le, Brad Meyers, Matt Saunders, Robert White, and Mike Palmquist. (2005). Content Analysis. Writing@CSU . Colorado State University. https://writing.colostate.edu/guides/guide.cfm?guideid=61

Reference management. Clean and simple.

How to do a content analysis

What is content analysis?

Why would you use a content analysis, types of content analysis, conceptual content analysis, relational content analysis, reliability and validity, reliability, the advantages and disadvantages of content analysis, a step-by-step guide to conducting a content analysis, step 1: develop your research questions, step 2: choose the content you’ll analyze, step 3: identify your biases, step 4: define the units and categories of coding, step 5: develop a coding scheme, step 6: code the content, step 7: analyze the results, frequently asked questions about content analysis, related articles.

In research, content analysis is the process of analyzing content and its features with the aim of identifying patterns and the presence of words, themes, and concepts within the content. Simply put, content analysis is a research method that aims to present the trends, patterns, concepts, and ideas in content as objective, quantitative or qualitative data , depending on the specific use case.

As such, some of the objectives of content analysis include:

• Simplifying complex, unstructured content.
• Identifying trends, patterns, and relationships in the content.
• Determining the characteristics of the content.
• Identifying the intentions of individuals through the analysis of the content.
• Identifying the implied aspects in the content.

Typically, when doing a content analysis, you’ll gather data not only from written text sources like newspapers, books, journals, and magazines but also from a variety of other oral and visual sources of content like:

• Voice recordings, speeches, and interviews.
• Web content, blogs, and social media content.
• Films, videos, and photographs.

One of content analysis’s distinguishing features is that you'll be able to gather data for research without physically gathering data from participants. In other words, when doing a content analysis, you don't need to interact with people directly.

The process of doing a content analysis usually involves categorizing or coding concepts, words, and themes within the content and analyzing the results. We’ll look at the process in more detail below.

Typically, you’ll use content analysis when you want to:

• Identify the intentions, communication trends, or communication patterns of an individual, a group of people, or even an institution.
• Analyze and describe the behavioral and attitudinal responses of individuals to communications.
• Determine the emotional or psychological state of an individual or a group of people.
• Analyze the international differences in communication content.
• Analyzing audience responses to content.

Keep in mind, though, that these are just some examples of use cases where a content analysis might be appropriate and there are many others.

The key thing to remember is that content analysis will help you quantify the occurrence of specific words, phrases, themes, and concepts in content. Moreover, it can also be used when you want to make qualitative inferences out of the data by analyzing the semantic meanings and interrelationships between words, themes, and concepts.

In general, there are two types of content analysis: conceptual and relational analysis . Although these two types follow largely similar processes, their outcomes differ. As such, each of these types can provide different results, interpretations, and conclusions. With that in mind, let’s now look at these two types of content analysis in more detail.

With conceptual analysis, you’ll determine the existence of certain concepts within the content and identify their frequency. In other words, conceptual analysis involves the number of times a specific concept appears in the content.

Conceptual analysis is typically focused on explicit data, which means you’ll focus your analysis on a specific concept to identify its presence in the content and determine its frequency.

However, when conducting a content analysis, you can also use implicit data. This approach is more involved, complicated, and requires the use of a dictionary, contextual translation rules, or a combination of both.

No matter what type you use, conceptual analysis brings an element of quantitive analysis into a qualitative approach to research.

Relational content analysis takes conceptual analysis a step further. So, while the process starts in the same way by identifying concepts in content, it doesn’t focus on finding the frequency of these concepts, but rather on the relationships between the concepts, the context in which they appear in the content, and their interrelationships.

Before starting with a relational analysis, you’ll first need to decide on which subcategory of relational analysis you’ll use:

• Affect extraction: With this relational content analysis approach, you’ll evaluate concepts based on their emotional attributes. You’ll typically assess these emotions on a rating scale with higher values assigned to positive emotions and lower values to negative ones. In turn, this allows you to capture the emotions of the writer or speaker at the time the content is created. The main difficulty with this approach is that emotions can differ over time and across populations.
• Proximity analysis: With this approach, you’ll identify concepts as in conceptual analysis, but you’ll evaluate the way in which they occur together in the content. In other words, proximity analysis allows you to analyze the relationship between concepts and derive a concept matrix from which you’ll be able to develop meaning. Proximity analysis is typically used when you want to extract facts from the content rather than contextual, emotional, or cultural factors.
• Cognitive mapping: Finally, cognitive mapping can be used with affect extraction or proximity analysis. It’s a visualization technique that allows you to create a model that represents the overall meaning of content and presents it as a graphic map of the relationships between concepts. As such, it’s also commonly used when analyzing the changes in meanings, definitions, and terms over time.

Now that we’ve seen what content analysis is and looked at the different types of content analysis, it’s important to understand how reliable it is as a research method . We’ll also look at what criteria impact the validity of a content analysis.

There are three criteria that determine the reliability of a content analysis:

• Stability . Stability refers to the tendency of coders to consistently categorize or code the same data in the same way over time.
• Reproducibility . This criterion refers to the tendency of coders to classify categories membership in the same way.
• Accuracy . Accuracy refers to the extent to which the classification of content corresponds to a specific standard.

Keep in mind, though, that because you’ll need to code or categorize the concepts you’ll aim to identify and analyze manually, you’ll never be able to eliminate human error. However, you’ll be able to minimize it.

In turn, three criteria determine the validity of a content analysis:

• Closeness of categories . This is achieved by using multiple classifiers to get an agreed-upon definition for a specific category by using either implicit variables or synonyms. In this way, the category can be broadened to include more relevant data.
• Conclusions . Here, it’s crucial to decide what level of implication will be allowable. In other words, it’s important to consider whether the conclusions are valid based on the data or whether they can be explained using some other phenomena.
• Generalizability of the results of the analysis to a theory . Generalizability comes down to how you determine your categories as mentioned above and how reliable those categories are. In turn, this relies on how accurately the categories are at measuring the concepts or ideas that you’re looking to measure.

Considering everything mentioned above, there are definite advantages and disadvantages when it comes to content analysis:

Let’s now look at the steps you’ll need to follow when doing a content analysis.

The first step will always be to formulate your research questions. This is simply because, without clear and defined research questions, you won’t know what question to answer and, by implication, won’t be able to code your concepts.

Based on your research questions, you’ll then need to decide what content you’ll analyze. Here, you’ll use three factors to find the right content:

• The type of content . Here you’ll need to consider the various types of content you’ll use and their medium like, for example, blog posts, social media, newspapers, or online articles.
• What criteria you’ll use for inclusion . Here you’ll decide what criteria you’ll use to include content. This can, for instance, be the mentioning of a certain event or advertising a specific product.
• Your parameters . Here, you’ll decide what content you’ll include based on specified parameters in terms of date and location.

The next step is to consider your own pre-conception of the questions and identify your biases. This process is referred to as bracketing and allows you to be aware of your biases before you start your research with the result that they’ll be less likely to influence the analysis.

Your next step would be to define the units of meaning that you’ll code. This will, for example, be the number of times a concept appears in the content or the treatment of concept, words, or themes in the content. You’ll then need to define the set of categories you’ll use for coding which can be either objective or more conceptual.

Based on the above, you’ll then organize the units of meaning into your defined categories. Apart from this, your coding scheme will also determine how you’ll analyze the data.

The next step is to code the content. During this process, you’ll work through the content and record the data according to your coding scheme. It’s also here where conceptual and relational analysis starts to deviate in relation to the process you’ll need to follow.

As mentioned earlier, conceptual analysis aims to identify the number of times a specific concept, idea, word, or phrase appears in the content. So, here, you’ll need to decide what level of analysis you’ll implement.

In contrast, with relational analysis, you’ll need to decide what type of relational analysis you’ll use. So, you’ll need to determine whether you’ll use affect extraction, proximity analysis, cognitive mapping, or a combination of these approaches.

Once you’ve coded the data, you’ll be able to analyze it and draw conclusions from the data based on your research questions.

Content analysis offers an inexpensive and flexible way to identify trends and patterns in communication content. In addition, it’s unobtrusive which eliminates many ethical concerns and inaccuracies in research data. However, to be most effective, a content analysis must be planned and used carefully in order to ensure reliability and validity.

The two general types of content analysis: conceptual and relational analysis . Although these two types follow largely similar processes, their outcomes differ. As such, each of these types can provide different results, interpretations, and conclusions.

In qualitative research coding means categorizing concepts, words, and themes within your content to create a basis for analyzing the results. While coding, you work through the content and record the data according to your coding scheme.

Content analysis is the process of analyzing content and its features with the aim of identifying patterns and the presence of words, themes, and concepts within the content. The goal of a content analysis is to present the trends, patterns, concepts, and ideas in content as objective, quantitative or qualitative data, depending on the specific use case.

Content analysis is a qualitative method of data analysis and can be used in many different fields. It is particularly popular in the social sciences.

It is possible to do qualitative analysis without coding, but content analysis as a method of qualitative analysis requires coding or categorizing data to then analyze it according to your coding scheme in the next step.

• What is content analysis?

Last updated

20 March 2023

Reviewed by

Miroslav Damyanov

When you're conducting qualitative research, you'll find yourself analyzing various texts. Perhaps you'll be evaluating transcripts from audio interviews you've conducted. Or you may find yourself assessing the results of a survey filled with open-ended questions.

Streamline content analysis

Bring all your qualitative research into one place to code and analyze with Dovetail

Content analysis is a research method used to identify the presence of various concepts, words, and themes in different texts. Two types of content analysis exist: conceptual analysis and relational analysis . In the former, researchers determine whether and how frequently certain concepts appear in a text. In relational analysis, researchers explore how different concepts are related to one another in a text. 

Both types of content analysis require the researcher to code the text. Coding the text means breaking it down into different categories that allow it to be analyzed more easily.

• What are some common uses of content analysis?

You can use content analysis to analyze many forms of text, including:

Interview and discussion transcripts

Newspaper articles and headline

Literary works

Historical documents

Government reports

Academic papers

Music lyrics

Researchers commonly use content analysis to draw insights and conclusions from literary works. Historians and biographers may apply this approach to letters, papers, and other historical documents to gain insight into the historical figures and periods they are writing about. Market researchers can also use it to evaluate brand performance and perception.

Some researchers have used content analysis to explore differences in decision-making and other cognitive processes. While researchers traditionally used this approach to explore human cognition, content analysis is also at the heart of machine learning approaches currently being used and developed by software and AI companies.

• Conducting a conceptual analysis

Conceptual analysis is more commonly associated with content analysis than relational analysis. 

In conceptual analysis, you're looking for the appearance and frequency of different concepts. Why? This information can help further your qualitative or quantitative analysis of a text. It's an inexpensive and easily understood research method that can help you draw inferences and conclusions about your research subject. And while it is a relatively straightforward analytical tool, it does consist of a multi-step process that you must closely follow to ensure the reliability and validity of your study.

When you're ready to conduct a conceptual analysis, refer to your research question and the text. Ask yourself what information likely found in the text is relevant to your question. You'll need to know this to determine how you'll code the text. Then follow these steps:

1. Determine whether you're looking for explicit terms or implicit terms.

Explicit terms are those that directly appear in the text, while implicit ones are those that the text implies or alludes to or that you can infer. 

Coding for explicit terms is straightforward. For example, if you're looking to code a text for an author's explicit use of color,  you'd simply code for every instance a color appears in the text. However, if you're coding for implicit terms, you'll need to determine and define how you're identifying the presence of the term first. Doing so involves a certain amount of subjectivity and may impinge upon the reliability and validity of your study .

2. Next, identify the level at which you'll conduct your analysis.

You can search for words, phrases, or sentences encapsulating your terms. You can also search for concepts and themes, but you'll need to define how you expect to identify them in the text. You must also define rules for how you'll code different terms to reduce ambiguity. For example, if, in an interview transcript, a person repeats a word one or more times in a row as a verbal tic, should you code it more than once? And what will you do with irrelevant data that appears in a term if you're coding for sentences? 

Defining these rules upfront can help make your content analysis more efficient and your final analysis more reliable and valid.

3. You'll need to determine whether you're coding for a concept or theme's existence or frequency.

If you're coding for its existence, you’ll only count it once, at its first appearance, no matter how many times it subsequently appears. If you're searching for frequency, you'll count the number of its appearances in the text.

4. You'll also want to determine the number of terms you want to code for and how you may wish to categorize them.

For example, say you're conducting a content analysis of customer service call transcripts and looking for evidence of customer dissatisfaction with a product or service. You might create categories that refer to different elements with which customers might be dissatisfied, such as price, features, packaging, technical support, and so on. Then you might look for sentences that refer to those product elements according to each category in a negative light.

5. Next, you'll need to develop translation rules for your codes.

Those rules should be clear and consistent, allowing you to keep track of your data in an organized fashion.

6. After you've determined the terms for which you're searching, your categories, and translation rules, you're ready to code.

You can do so by hand or via software. Software is quite helpful when you have multiple texts. But it also becomes more vital for you to have developed clear codes, categories, and translation rules, especially if you're looking for implicit terms and concepts. Otherwise, your software-driven analysis may miss key instances of the terms you seek.

7. When you have your text coded, it's time to analyze it.

Look for trends and patterns in your results and use them to draw relevant conclusions about your research subject.

• Conducting a relational analysis

In a relational analysis, you're examining the relationship between different terms that appear in your text(s). To do so requires you to code your texts in a similar fashion as in a relational analysis. However, depending on the type of relational analysis you're trying to conduct, you may need to follow slightly different rules.

Three types of relational analyses are commonly used: affect extraction , proximity analysis , and cognitive mapping .

Affect extraction

This type of relational analysis involves evaluating the different emotional concepts found in a specific text. While the insights from affect extraction can be invaluable, conducting it may prove difficult depending on the text. For example, if the text captures people's emotional states at different times and from different populations, you may find it difficult to compare them and draw appropriate inferences.

Proximity analysis

A relatively simpler analytical approach than affect extraction, proximity analysis assesses the co-occurrence of explicit concepts in a text. You can create what's known as a concept matrix, which is a group of interrelated co-occurring concepts. Concept matrices help evaluate and determine the overall meaning of a text or the identification of a secondary message or theme.

Cognitive mapping

You can use cognitive mapping as a way to visualize the results of either affect extraction or proximity analysis. This technique uses affect extraction or proximity analysis results to create a graphic map illustrating the relationship between co-occurring emotions or concepts.

To conduct a relational analysis, you must start by determining the type of analysis that best fits the study: affect extraction or proximity analysis. 

Complete steps one through six as outlined above. When it comes to the seventh step, analyze the text according to the relational analysis type they've chosen. During this step, feel free to use cognitive mapping to help draw inferences and conclusions about the relationships between co-occurring emotions or concepts. And use other tools, such as mental modeling and decision mapping as necessary, to analyze the results.

• The advantages of content analysis

Content analysis provides researchers with a robust and inexpensive method to qualitatively and quantitatively analyze a text. By coding the data, you can perform statistical analyses of the data to affirm and reinforce conclusions you may draw. And content analysis can provide helpful insights into language use, behavioral patterns, and historical or cultural conventions that can be valuable beyond the scope of the initial study.

When content analyses are applied to interview data, the approach provides a way to closely analyze data without needing interview-subject interaction, which can be helpful in certain contexts. For example, suppose you want to analyze the perceptions of a group of geographically diverse individuals. In this case, you can conduct a content analysis of existing interview transcripts rather than assuming the time and expense of conducting new interviews.

What is meant by content analysis?

Content analysis is a research method that helps a researcher explore the occurrence of and relationships between various words, phrases, themes, or concepts in a text or set of texts. The method allows researchers in different disciplines to conduct qualitative and quantitative analyses on a variety of texts.

Where is content analysis used?

Content analysis is used in multiple disciplines, as you can use it to evaluate a variety of texts. You can find applications in anthropology, communications, history, linguistics, literary studies, marketing, political science, psychology, and sociology, among other disciplines.

What are the two types of content analysis?

Content analysis may be either conceptual or relational. In a conceptual analysis, researchers examine a text for the presence and frequency of specific words, phrases, themes, and concepts. In a relational analysis, researchers draw inferences and conclusions about the nature of the relationships of co-occurring words, phrases, themes, and concepts in a text.

What's the difference between content analysis and thematic analysis?

Content analysis typically uses a descriptive approach to the data and may use either qualitative or quantitative analytical methods. By contrast, a thematic analysis only uses qualitative methods to explore frequently occurring themes in a text.

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Data & Finance for Work & Life

Qualitative Content Analysis: a Simple Guide with Examples

Content analysis is a type of qualitative research (as opposed to quantitative research) that focuses on analyzing content in various mediums, the most common of which is written words in documents.

It’s a very common technique used in academia, especially for students working on theses and dissertations, but here we’re going to talk about how companies can use qualitative content analysis to improve their processes and increase revenue.

Whether you’re new to content analysis or a seasoned professor, this article provides all you need to know about how data analysts use content analysis to improve their business. It will also help you understand the relationship between content analysis and natural language processing — what some even call natural language content analysis.

Don’t forget, you can get the free Intro to Data Analysis eBook , which will ensure you build the right practical skills for success in your analytical endeavors.

What is qualitative content analysis, and what is it used for?

Any content analysis definition must consist of at least these three things: qualitative language , themes , and quantification .

In short, content analysis is the process of examining preselected words in video, audio, or written mediums and their context to identify themes, then quantifying them for statistical analysis in order to draw conclusions. More simply, it’s counting how often you see two words close to each other.

For example, let’s say I place in front of you an audio bit, a old video with a static image, and a document with lots of text but no titles or descriptions. At the start, you would have no idea what any of it was about.

Let’s say you transpose the video and audio recordings on paper. Then you use a counting software to count the top ten most used words, excluding prepositions (of, over, to, by) and articles (the, a), conjunctions (and, but, or) and other common words like “very.”

Your results are that the top 5 words are “candy,” “snow,” “cold,” and “sled.” These 5 words appear at least 25 times each, and the next highest word appears only 4 times. You also find that the words “snow” and “sled” appear adjacent to each other 95% of the time that “snow” appears.

Well, now you have performed a very elementary qualitative content analysis .

This means that you’re probably dealing with a text in which snow sleds are important. Snow sleds, thus, become a theme in these documents, which goes to the heart of qualitative content analysis.

The goal of qualitative content analysis is to organize text into a series of themes . This is opposed to quantitative content analysis, which aims to organize the text into categories .

Types of qualitative content analysis

If you’ve heard about content analysis, it was most likely in an academic setting. The term itself is common among PhD students and Masters students writing their dissertations and theses. In that context, the most common type of content analysis is document analysis.

There are many types of content analysis , including:

• Short- and long-form survey questions
• Focus group transcripts
• Interview transcripts
• Legislature
• Public records
• Comments sections
• Messaging platforms

This list gives you an idea for the possibilities and industries in which qualitative content analysis can be applied.

For example, marketing departments or public relations groups in major corporations might collect survey, focus groups, and interviews, then hand off the information to a data analyst who performs the content analysis.

A political analysis institution or Think Tank might look at legislature over time to identify potential emerging themes based on their slow introduction into policy margins. Perhaps it’s possible to identify certain beliefs in the senate and house of representatives before they enter the public discourse.

Non-governmental organizations (NGOs) might perform an analysis on public records to see how to better serve their constituents. If they have access to public records, it would be possible to identify citizen characteristics that align with their goal.

Analysis logic: inductive vs deductive

There are two types of logic we can apply to qualitative content analysis: inductive and deductive. Inductive content analysis is more of an exploratory approach. We don’t know what patterns or ideas we’ll discover, so we go in with an open mind.

On the other hand, deductive content analysis involves starting with an idea and identifying how it appears in the text. For example, we may approach legislation on wildlife by looking for rules on hunting. Perhaps we think hunting with a knife is too dangerous, and we want to identify trends in the text.

Neither one is better per se, and they each have carry value in different contexts. For example, inductive content analysis is advantageous in situations where we want to identify author intent. Going in with a hypothesis can bias the way we look at the data, so the inductive method is better

Deductive content analysis is better when we want to target a term. For example, if we want to see how important knife hunting is in the legislation, we’re doing deductive content analysis.

Measurements: idea coding vs word frequency

Two main methodologies exist for analyzing the text itself: coding and word frequency. Idea coding is the manual process of reading through a text and “coding” ideas in a column on the right. The reason we call this coding is because we take ideas and themes expressed in many words, and turn them into one common phrase. This allows researchers to better understand how those ideas evolve. We will look at how to do this in word below.

In short, coding in the context qualitative content analysis follows 2 steps:

• Reading through the text one time
• Adding 2-5 word summaries each time a significant theme or idea appears

Word frequency is simply counting the number of times a word appears in a text, as well as its proximity to other words. In our “snow sled” example above, we counted the number of times a word appeared, as well as how often it appeared next to other words. There’s are online tool for this we’ll look at below.

In short, word frequency in the context of content analysis follows 2 steps:

• Decide whether you want to find a word, or just look at the most common words
• Use word’s Replace function for the first, or an online tool such as Text Analyzer for the second (we’ll look at these in more detail below).

Many data scientists consider coding as the only qualitative content analysis, since word frequency turns to counting the number of times a word appears, making is quantitative.

While there is merit to this claim, I personally do not consider word frequency a part of quantitative content analysis. The fact that we count the frequency of a word does not mean we can draw direct conclusions from it. In fact, without a researcher to provide context on the number of time a word appears, word frequency is useless. True quantitative research carries conclusive value on its own.

Measurements AND analysis logic

There are four ways to approach qualitative content analysis given our two measurement types and inductive/deductive logical approaches. You could do inductive coding, inductive word frequency, deductive coding, and deductive word frequency.

The two best are inductive coding and deductive word frequency. If you would like to discover a document, trying to search for specific words will not inform you about its contents, so inductive word frequency is un-insightful.

Likewise, if you’re looking for the presence of a specific idea, you do not want to go through the whole document to code just to find it, so deductive coding is not insightful. Here’s simple matrix to illustrate:

Qualitative content analysis example

We looked at a small example above, but let’s play out all of the above information in a real world example. I will post the link to the text source at the bottom of the article, but don’t look at it yet . Let’s jump in with a discovery mentality , meaning let’s use an inductive approach and code our way through each paragraph.

Qualitative Content Analysis Example Download

*Click the “1” superscript to the right for a link to the source text. 1

How to do qualitative content analysis

We could use word frequency analysis to find out which are the most common x% of words in the text (deductive word frequency), but this takes some time because we need to build a formula that excludes words that are common but that don’t have any value (a, the, but, and, etc).

As a shortcut, you can use online tools such as Text Analyzer and WordCounter , which will give you breakdowns by phrase length (6 words, 5 words, 4 words, etc), without excluding common terms. Here are a few insightful example using our text with 7 words:

Perhaps more insightfully, here is a list of 5 word combinations, which are much more common:

The downside to these tools is that you cannot find 2- and 1-word strings without excluding common words. This is a limitation, but it’s unlikely that the work required to get there is worth the value it brings.

OK. Now that we’ve seen how to go about coding our text into quantifiable data, let’s look at the deductive approach and try to figure out if the text contains a single word we’re looking for. (This is my favorite.)

Deductive word frequency

We know the text now because we’ve already looked through it. It’s about the process of becoming literate, namely, the elements that impact our ability to learn to read. But we only looked at the first four sections of the article, so there’s more to explore.

Let’s say we want to know how a household situation might impact a student’s ability to read . Instead of coding the entire article, we can simply look for this term and it’s synonyms. The process for deductive word frequency is the following:

• Identify your term
• Think of all the possible synonyms
• Use the word find function to see how many times they appear
• If you suspect that this word often comes in connection with others, try searching for both of them

In my example, the process would be:

• Parents, parent, home, house, household situation, household influence, parental, parental situation, at home, home situation
• Go to “Edit>Find>Replace…” This will enable you to locate the number of instances in which your word or combinations appear. We use the Replace window instead of the simply Find bar because it allows us to visualize the information.
• Accounted for in possible synonyms

The results: 0! None of these words appeared in the text, so we can conclude that this text has nothing to do with a child’s home life and its impact on his/her ability to learn to read. Here’s a picture:

Don’t Be Afraid of Content Analysis

Content analysis can be intimidating because it uses data analysis to quantify words. This article provides a starting point for your analysis, but to ensure you get 90% reliability in word coding, sign up to receive our eBook Beginner Content Analysis . I went from philosophy student to a data-heavy finance career, and I created it to cater to research and dissertation use cases.

Content analysis vs natural language processing

While similar, content analysis, even the deductive word frequency approach, and natural language processing (NLP) are not the same. The relationship is hierarchical. Natural language processing is a field of linguistics and data science that’s concerned with understanding the meaning behind language.

On the other hand, content analysis is a branch of natural language processing that focuses on the methodologies we discussed above: discovery-style coding (sometimes called “tokenization”) and word frequency (sometimes called the “bag of words” technique)

For example, we would use natural language processing to quantify huge amounts of linguistic information, turn it into row-and-column data, and run tests on it. NLP is incredibly complex in the details, which is why it’s nearly impossible to provide a synopsis or example technique here (we’ll provide them in coursework on AnalystAnswers.com ). However, content analysis only focuses on a few manual techniques.

Content analysis in marketing

Content analysis in marketing is the use of content analysis to improve marketing reach and conversions. has grown in importance over the past ten years. As digital platforms become more central to our understanding and interaction with others, we use them more.

We write out ideas, small texts. We post our thoughts on Facebook and Twitter, and we write blog posts like this one. But we also post videos on youtube and express ourselves in podcasts.

All of these mediums contain valuable information about who we are and what we might want to buy . A good marketer aims to leverage this information in three ways:

• Collect the data
• Analyze the data
• Modify his/her marketing messaging to better serve the consumer
• Pretend, with bots or employees, to be a consumer and craft messages that influence potential buyers

The challenge for marketers doing this is getting the rights to access this data. Indeed, data privacy laws have gone into play in the European Union (General Data Protection Regulation, or GDPR) as well as in Brazil (General Data Protection Law, or GDPL).

Content analysis vs narrative analysis

Content analysis is concerned with themes and ideas, whereas narrative analysis is concerned with the stories people express about themselves or others. Narrative analysis uses the same tools as content analysis, namely coding (or tokenization) and word frequency, but its focus is on narrative relationship rather than themes. This is easier to understand with an example. Let’s look at how we might code the following paragraph from the two perspectives:

I do not like green eggs and ham. I do not like them, Sam-I-Am. I do not like them here or there. I do not like them anywhere!

Content analysis : the ideas expressed include green eggs and ham. the narrator does not like them

Narrative analysis : the narrator speaks from first person. He has a relationship with Sam-I-Am. He orients himself with regards to time and space. he does not like green eggs and ham, and may be willing to act on that feeling.

Content analysis vs document analysis

Content analysis and document analysis are very similar, which explains why many people use them interchangeably. The core difference is that content analysis examines all mediums in which words appear , whereas document analysis only examines written documents .

For example, if I want to carry out content analysis on a master’s thesis in education, I would consult documents, videos, and audio files. I may transcribe the video and audio files into a document, but I wouldn’t exclude them form the beginning.

On the other hand, if I want to carry out document analysis on a master’s thesis, I would only use documents, excluding the other mediums from the start. The methodology is the same, but the scope is different. This dichotomy also explains why most academic researchers performing qualitative content analysis refer to the process as “document analysis.” They rarely look at other mediums.

Content Gap Analysis

Content gap analysis is a term common in the field of content marketing, but it applies to the analytical fields as well. In a sentence, content gap analysis is the process of examining a document or text and identifying the missing pieces, or “gap,” that it needs to be completed.

As you can imagine, a content marketer uses gap analysis to determine how to improve blog content. An analyst uses it for other reasons. For example, he/she may have a standard for documents that merit analysis. If a document does not meet the criteria, it must be rejected until it’s improved.

The key message here is that content gap analysis is not content analysis. It’s a way of measuring the distance an underperforming document is from an acceptable document. It is sometimes, but not always, used in a qualitative content analysis context.

• Link to Source Text [ ↩ ]

About the Author

Noah is the founder & Editor-in-Chief at AnalystAnswers. He is a transatlantic professional and entrepreneur with 5+ years of corporate finance and data analytics experience, as well as 3+ years in consumer financial products and business software. He started AnalystAnswers to provide aspiring professionals with accessible explanations of otherwise dense finance and data concepts. Noah believes everyone can benefit from an analytical mindset in growing digital world. When he's not busy at work, Noah likes to explore new European cities, exercise, and spend time with friends and family.

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• Am J Pharm Educ
• v.84(1); 2020 Jan

Demystifying Content Analysis

A. j. kleinheksel.

a The Medical College of Georgia at Augusta University, Augusta, Georgia

Nicole Rockich-Winston

Huda tawfik.

b Central Michigan University, College of Medicine, Mt. Pleasant, Michigan

Tasha R. Wyatt

Objective. In the course of daily teaching responsibilities, pharmacy educators collect rich data that can provide valuable insight into student learning. This article describes the qualitative data analysis method of content analysis, which can be useful to pharmacy educators because of its application in the investigation of a wide variety of data sources, including textual, visual, and audio files.

Findings. Both manifest and latent content analysis approaches are described, with several examples used to illustrate the processes. This article also offers insights into the variety of relevant terms and visualizations found in the content analysis literature. Finally, common threats to the reliability and validity of content analysis are discussed, along with suitable strategies to mitigate these risks during analysis.

Summary. This review of content analysis as a qualitative data analysis method will provide clarity and actionable instruction for both novice and experienced pharmacy education researchers.

INTRODUCTION

The Academy’s growing interest in qualitative research indicates an important shift in the field’s scientific paradigm. Whereas health science researchers have historically looked to quantitative methods to answer their questions, this shift signals that a purely positivist, objective approach is no longer sufficient to answer pharmacy education’s research questions. Educators who want to study their teaching and students’ learning will find content analysis an easily accessible, robust method of qualitative data analysis that can yield rigorous results for both publication and the improvement of their educational practice. Content analysis is a method designed to identify and interpret meaning in recorded forms of communication by isolating small pieces of the data that represent salient concepts and then applying or creating a framework to organize the pieces in a way that can be used to describe or explain a phenomenon. 1 Content analysis is particularly useful in situations where there is a large amount of unanalyzed textual data, such as those many pharmacy educators have already collected as part of their teaching practice. Because of its accessibility, content analysis is also an appropriate qualitative method for pharmacy educators with limited experience in educational research. This article will introduce and illustrate the process of content analysis as a way to analyze existing data, but also as an approach that may lead pharmacy educators to ask new types of research questions.

Content analysis is a well-established data analysis method that has evolved in its treatment of textual data. Content analysis was originally introduced as a strictly quantitative method, recording counts to measure the observed frequency of pre-identified targets in consumer research. 1 However, as the naturalistic qualitative paradigm became more prevalent in social sciences research and researchers became increasingly interested in the way people behave in natural settings, the process of content analysis was adapted into a more interesting and meaningful approach. Content analysis has the potential to be a useful method in pharmacy education because it can help educational researchers develop a deeper understanding of a particular phenomenon by providing structure in a large amount of textual data through a systematic process of interpretation. It also offers potential value because it can help identify problematic areas in student understanding and guide the process of targeted teaching. Several research studies in pharmacy education have used the method of content analysis. 2-7 Two studies in particular offer noteworthy examples: Wallman and colleagues employed manifest content analysis to analyze semi-structured interviews in order to explore what students learn during experiential rotations, 7 while Moser and colleagues adopted latent content analysis to evaluate open-ended survey responses on student perceptions of learning communities. 6 To elaborate on these approaches further, we will describe the two types of qualitative content analysis, manifest and latent, and demonstrate the corresponding analytical processes using examples that illustrate their benefit.

Qualitative Content Analysis

Content analysis rests on the assumption that texts are a rich data source with great potential to reveal valuable information about particular phenomena. 8 It is the process of considering both the participant and context when sorting text into groups of related categories to identify similarities and differences, patterns, and associations, both on the surface and implied within. 9-11 The method is considered high-yield in educational research because it is versatile and can be applied in both qualitative and quantitative studies. 12 While it is important to note that content analysis has application in visual and auditory artifacts (eg, an image or song), for our purposes we will largely focus on the most common application, which is the analysis of textual or transcribed content (eg, open-ended survey responses, print media, interviews, recorded observations, etc). The terminology of content analysis can vary throughout quantitative and qualitative literature, which may lead to some confusion among both novice and experienced researchers. However, there are also several agreed-upon terms and phrases that span the literature, as found in Table 1 .

Terms and Definitions Used in Qualitative Content Analysis

There is more often disagreement on terminology in the methodological approaches to content analysis, though the most common differentiation is between the two types of content: manifest and latent. In much of the literature, manifest content analysis is defined as describing what is occurring on the surface, what is and literally present, and as “staying close to the text.” 8,13 Manifest content analysis is concerned with data that are easily observable both to researchers and the coders who assist in their analyses, without the need to discern intent or identify deeper meaning. It is content that can be recognized and counted with little training. Early applications of manifest analysis focused on identifying easily observable targets within text (eg, the number of instances a certain word appears in newspaper articles), film (eg, the occupation of a character), or interpersonal interactions (eg, tracking the number of times a participant blinks during an interview). 14 This application, in which frequency counts are used to understand a phenomenon, reflects a surface-level analysis and assumes there is objective truth in the data that can be revealed with very little interpretation. The number of times a target (ie, code) appears within the text is used as a way to understand its prevalence. Quantitative content analysis is always describing a positivist manifest content analysis, in that the nature of truth is believed to be objective, observable, and measurable. Qualitative research, which favors the researcher’s interpretation of an individual’s experience, may also be used to analyze manifest content. However, the intent of the application is to describe a dynamic reality that cannot be separated from the lived experiences of the researcher. Although qualitative content analysis can be conducted whether knowledge is thought to be innate, acquired, or socially constructed, the purpose of qualitative manifest content analysis is to transcend simple word counts and delve into a deeper examination of the language in order to organize large amounts of text into categories that reflect a shared meaning. 15,16 The practical distinction between quantitative and qualitative manifest content analysis is the intention behind the analysis. The quantitative method seeks to generate a numerical value to either cite prevalence or use in statistical analyses, while the qualitative method seeks to identify a construct or concept within the text using specific words or phrases for substantiation, or to provide a more organized structure to the text being described.

Latent content analysis is most often defined as interpreting what is hidden deep within the text. In this method, the role of the researcher is to discover the implied meaning in participants’ experiences. 8,13 For example, in a transcribed exchange in an office setting, a participant might say to a coworker, “Yeah, here we are…another Monday. So exciting!” The researcher would apply context in order to discover the emotion being conveyed (ie, the implied meaning). In this example, the comment could be interpreted as genuine, it could be interpreted as a sarcastic comment made in an attempt at humor in order to develop or sustain social bonds with the coworker, or the context might imply that the sarcasm was meant to convey displeasure and end the interaction.

Latent content analysis acknowledges that the researcher is intimately involved in the analytical process and that the their role is to actively use mental schema, theories, and lenses to interpret and understand the data. 10 Whereas manifest analyses are typically conducted in a way that the researcher is thought to maintain distance and separation from the objects of study, latent analyses underscore the importance of the researcher co-creating meaning with the text. 17 Adding nuance to this type of content, Potter and Levine‐Donnerstein argue that within latent content analysis, there are two distinct types: latent pattern and latent projective . 14 Latent pattern content analysis seeks to establish a pattern of characteristics in the text itself, while latent projective content analysis leverages the researcher’s own interpretations of the meaning of the text. While both approaches rely on codes that emerge from the content using the coder’s own perspectives and mental schema, the distinction between these two types of analyses are in their foci. 14 Though we do not agree, some researchers believe that all qualitative content analysis is latent content analysis. 11 These disagreements typically occur where there are differences in intent and where there are areas of overlap in the results. For example, both qualitative manifest and latent pattern content analyses may identify patterns as a result of their application. Though in their research design, the researcher would have approached the content with different methodological approaches, with a manifest approach seeking only to describe what is observed, and the latent pattern approach seeking to discover an unseen pattern. At this point, these distinctions may seem too philosophical to serve a practical purpose, so we will attempt to clarify these concepts by presenting three types of analyses for illustrative purposes, beginning with a description of how codes are created and used.

Creating and Using Codes

Codes are the currency of content analysis. Researchers use codes to organize and understand their data. Through the coding process, pharmacy educators can systematically and rigorously categorize and interpret vast amounts of text for use in their educational practice or in publication. Codes themselves are short, descriptive labels that symbolically assign a summative or salient attribute to more than one unit of meaning identified in the text. 18 To create codes, a researcher must first become immersed in the data, which typically occurs when a researcher transcribes recorded data or conducts several readings of the text. This process allows the researcher to become familiar with the scope of the data, which spurs nascent ideas about potential concepts or constructs that may exist within it. If studying a phenomenon that has already been described through an existing framework, codes can be created a priori using theoretical frameworks or concepts identified in the literature. If there is no existing framework to apply, codes can emerge during the analytical process. However, emergent codes can also be created as addenda to a priori codes that were identified before the analysis begins if the a priori codes do not sufficiently capture the researcher’s area of interest.

The process of detecting emergent codes begins with identification of units of meaning. While there is no one way to decide what qualifies as a meaning unit, researchers typically define units of meaning differently depending on what kind of analysis is being conducted. As a general rule, when dialogue is being analyzed, such as interviews or focus groups, meaning units are identified as conversational turns, though a code can be as short as one or two words. In written text, such as student reflections or course evaluation data, the researcher must decide if the text should be divided into phrases or sentences, or remain as paragraphs. This decision is usually made based on how many different units of meaning are expressed in a block of text. For example, in a paragraph, if there are several thoughts or concepts being expressed, it is best to break up the paragraph into sentences. If one sentence contains multiple ideas of interest, making it difficult to separate one important thought or behavior from another, then the sentence can be divided into smaller units, such as phrases or sentence fragments. These phrases or sentence fragments are then coded as separate meaning units. Conversely, longer or more complex units of meaning should be condensed into shorter representations that still retain the original meaning in order to reduce the cognitive burden of the analytical process. This could entail removing verbal ticks (eg, “well, uhm…”) from transcribed data or simplifying a compound sentence. Condensation does not ascribe interpretation or implied meaning to a unit, but only shortens a meaning unit as much as possible while preserving the original meaning identified. 18 After condensation, a researcher can proceed to the creation of codes.

Many researchers begin their analyses with several general codes in mind that help guide their focus as defined by their research question, even in instances where the researcher has no a priori model or theory. For example, if a group of instructors are interested in examining recorded videos of their lectures to identify moments of student engagement, they may begin with using generally agreed upon concepts of engagement as codes, such as students “raising their hands,” “taking notes,” and “speaking in class.” However, as the instructors continue to watch their videos, they may notice other behaviors which were not initially anticipated. Perhaps students were seen creating flow charts based on information presented in class. Alternatively, perhaps instructors wanted to include moments when students posed questions to their peers without being prompted. In this case, the instructors would allow the codes of “creating graphic organizers” and “questioning peers” to emerge as additional ways to identify the behavior of student engagement.

Once a researcher has identified condensed units of meaning and labeled them with codes, the codes are then sorted into categories which can help provide more structure to the data. In the above example of recorded lectures, perhaps the category of “verbal behaviors” could be used to group the codes of “speaking in class” and “questioning peers.” For complex analyses, subcategories can also be used to better organize a large amount of codes, but solely at the discretion of the researcher. Two or more categories of codes are then used to identify or support a broader underlying meaning which develops into themes. Themes are most often employed in latent analyses; however, they are appropriate in manifest analyses as well. Themes describe behaviors, experiences, or emotions that occur throughout several categories. 18 Figure 1 illustrates this process. Using the same videotaped lecture example, the instructors might identify two themes of student engagement, “active engagement” and “passive engagement,” where active engagement is supported by the category of “verbal behavior” and also a category that includes the code of “raising their hands” (perhaps something along the lines of “pursuing engagement”), and the theme of “passive engagement” is supported by a category used to organize the behaviors of “taking notes” and “creating graphic organizers.”

The Process of Qualitative Content Analysis

To more fully demonstrate the process of content analysis and the generation and use of codes, categories, and themes, we present and describe examples of both manifest and latent content analysis. Given that there are multiple ways to create and use codes, our examples illustrate both processes of creating and using a predetermined set of codes. Regardless of the kind of content analysis instructors want to conduct, the initial steps are the same. The instructor must analyze the data using codes as a sense-making process.

Manifest Content Analysis

The first form of analysis, manifest content analysis, examines text for elements that exist on the surface of the text, the meaning of which is taken at face value. Schools and colleges of pharmacy may benefit from conducting manifest content analyses at a programmatic level, including analysis of student evaluations to determine the value of certain courses, or analysis of recruitment materials for addressing issues of cultural humility in a uniform manner. Such uses for manifest content analysis may help administrators make more data-based decisions about students and courses. However, for our example of manifest content analysis, we illustrate the use of content analysis in informing instruction for a single pharmacy educator ( Figure 2 ).

A Student’s Completed Beta-blocker Case with Codes in Underlined Bold Text

In the example, a pharmacology instructor is trying to assess students’ understanding of three concepts related to the beta-blocker class of drugs: indication of the drug, relevance of family history, and contraindications and precautions. To do so, the instructor asks the students to write a patient case in which beta-blockers are indicated. The instructor gives the students the following prompt: “Reverse-engineer a case in which beta-blockers would be prescribed to the patient. Include a history of the present illness, the patients’ medical, family, and social history, medications, allergies, and relevant lab tests.” Figure 2 is a hypothetical student’s completed assignment, in which they demonstrate their understanding of when and why a beta-blocker would be prescribed.

The student-generated cases are then treated as data and analyzed for the presence of the three previously identified indicators of understanding in order to help the instructor make decisions about where and how to focus future teaching efforts related to this drug class. Codes are created a priori out of the instructor’s interest in analyzing students’ understanding of the concepts related to beta-blocker prescriptions. A codebook ( Table 2 ) is created with the following columns: name of code, code description, and examples of the code. This codebook helps an individual researcher to approach their analysis systematically, but it can also facilitate coding by multiple coders who would apply the same rules outlined in the codebook to the coding process.

Example Code Book Created for Manifest Content Analysis

Using multiple coders introduces complexity to the analysis process, but it is oftentimes the only practical way to analyze large amounts of data. To ensure that all coders are working in tandem, they must establish inter-rater reliability as part of their training process. This process requires that a single form of text be selected, such as one student evaluation. After reviewing the codebook and receiving instruction, everyone on the team individually codes the same piece of data. While calculating percentage agreement has sometimes been used to establish inter-rater reliability, most publication editors require more rigorous statistical analysis (eg, Krippendorf’s alpha, or Cohen’s kappa). 19 Detailed descriptions of these statistics fall outside the scope of this introduction, but it is important to note that the choice depends on the number of coders, the sample size, and the type of data to be analyzed.

Latent Content Analysis

Latent content analysis is another option for pharmacy educators, especially when there are theoretical frameworks or lenses the educator proposes to apply. Such frameworks describe and provide structure to complex concepts and may often be derived from relevant theories. Latent content analysis requires that the researcher is intimately involved in interpreting and finding meaning in the text because meaning is not readily apparent on the surface. 10 To illustrate a latent content analysis using a combination of a priori and emergent codes, we will use the example of a transcribed video excerpt from a student pharmacist interaction with a standardized patient. In this example, the goal is for first-year students to practice talking to a customer about an over-the-counter medication. The case is designed to simulate a customer at a pharmacy counter, who is seeking advice on a medication. The learning objectives for the pharmacist in-training are to assess the customer’s symptoms, determine if the customer can self-treat or if they need to seek out their primary care physician, and then prescribe a medication to alleviate the patient’s symptoms.

To begin, pharmacy educators conducting educational research should first identify what they are looking for in the video transcript. In this case, because the primary outcome for this exercise is aimed at assessing the “soft skills” of student pharmacists, codes are created using the counseling rubric created by Horton and colleagues. 20 Four a priori codes are developed using the literature: empathy, patient-friendly terms, politeness, and positive attitude. However, because the original four codes are inadequate to capture all areas representing the skills the instructor is looking for during the process of analysis, four additional codes are also created: active listening, confidence, follow-up, and patient at ease. Figure 3 presents the video transcript with each of the codes assigned to the meaning units in bolded parentheses.

A Transcript of a Student’s (JR) Experience with a Standardized Patient (SP) in Which the Codes are Bolded in Parentheses

Following the initial coding using these eight codes, the codes are consolidated to create categories, which are depicted in the taxonomy in Figure 4 . Categories are relationships between codes that represent a higher level of abstraction in the data. 18 To reach conclusions and interpret the fundamental underlying meaning in the data, categories are then organized into themes ( Figure 1 ). Once the data are analyzed, the instructor can assign value to the student’s performance. In this case, the coding process determines that the exercise demonstrated both positive and negative elements of communication and professionalism. Under the category of professionalism, the student generally demonstrated politeness and a positive attitude toward the standardized patient, indicating to the reviewer that the theme of perceived professionalism was apparent during the encounter. However, there were several instances in which confidence and appropriate follow-up were absent. Thus, from a reviewer perspective, the student's performance could be perceived as indicating an opportunity to grow and improve as a future professional. Typically, there are multiple codes in a category and multiple categories in a theme. However, as seen in the example taxonomy, this is not always the case.

Example of a Latent Content Analysis Taxonomy

If the educator is interested in conducting a latent projective analysis, after identifying the construct of “soft skills,” the researcher allows for each coder to apply their own mental schema as they look for positive and negative indicators of the non-technical skills they believe a student should develop. Mental schema are the cognitive structures that provide organization to knowledge, which in this case allows coders to categorize the data in ways that fit their existing understanding of the construct. The coders will use their own judgement to identify the codes they feel are relevant. The researcher could also choose to apply a theoretical lens to more effectively conceptualize the construct of “soft skills,” such as Rogers' humanism theory, and more specifically, concepts underlying his client-centered therapy. 21 The role of theory in both latent pattern and latent projective analyses is at the discretion of the researcher, and often is determined by what already exists in the literature related to the research question. Though, typically, in latent pattern analyses theory is used for deductive coding, and in latent projective analyses underdeveloped theory is used to first deduce codes and then for induction of the results to strengthen the theory applied. For our example, Rogers describes three salient qualities to develop and maintain a positive client-professional relationship: unconditional positive regard, genuineness, and empathetic understanding. 21 For the third element, specifically, the educator could look for units of meaning that imply empathy and active listening. For our video transcript analysis, this is evident when the student pharmacist demonstrated empathy by responding, "Yeah, I understand," when discussing aggravating factors for the patient's condition. The outcome for both latent pattern and latent projective content analysis is to discover the underlying meaning in a text, such as social rules or mental models. In this example, both pattern and projective approaches can discover interpreted aspects of a student’s abilities and mental models for constructs such as professionalism and empathy. The difference in the approaches is where the precedence lies: in the belief that a pattern is recognizable in the content, or in the mental schema and lived experiences of the coder(s). To better illustrate the differences in the processes of latent pattern and projective content analyses, Figure 5 presents a general outline of each method beginning with the creation of codes and concluding with the generation of themes.

Flow Chart of the Stages of Latent Pattern and Latent Projective Content Analysis

How to Choose a Methodological Approach to Content Analysis

To determine which approach a researcher should take in their content analysis, two decisions need to be made. First, researchers must determine their goal for the analysis. Second, the researcher must decide where they believe meaning is located. 14 If meaning is located in the discrete elements of the content that are easily identified on the surface of the text, then manifest content analysis is appropriate. If meaning is located deep within the content and the researcher plans to discover context cues and make judgements about implied meaning, then latent content analysis should be applied. When designing the latent content analysis, a researcher then must also identify their focus. If the analysis is intended to identify a recognizable truth within the content by uncovering connections and characteristics that all coders should be able to discover, then latent pattern content analysis is appropriate. If, on the other hand, the researcher will rely heavily on the judgment of the coders and believes that interpretation of the content must leverage the mental schema of the coders to locate deeper meaning, then latent projective content analysis is the best choice.

To demonstrate how a researcher might choose a methodological approach, we have presented a third example of data in Figure 6 . In our two previous examples of content analysis, we used student data. However, faculty data can also be analyzed as part of educational research or for faculty members to improve their own teaching practices. Recall in the video data analyzed using latent content analysis, the student was tasked to identify a suitable over-the-counter medication for a patient complaining of heartburn symptoms. We have extended this example by including an interview with the pharmacy educator supervising the student who was videotaped. The goal of the interview is to evaluate the educator’s ability to assess the student’s performance with the standardized patient. Figure 6 is an excerpt of the interview between the course instructor and an instructional coach. In this conversation, the instructional coach is eliciting evidence to support the faculty member’s views, judgements, and rationale for the educator’s evaluation of the student’s performance.

A Transcript of an Interview in Which the Interviewer (IN) Questions a Faculty Member (FM) Regarding Their Student’s Standardized Patient Experience

Manifest content analysis would be a valid choice for this data if the researcher was looking to identify evidence of the construct of “instructor priorities” and defined discrete codes that described aspects of performance such as “communication,” “referrals,” or “accurate information.” These codes could be easily identified on the surface of the transcribed interview by identifying keywords related to each code, such as “communicate,” “talk,” and “laugh,” for the code of “communication.” This would allow coders to identify evidence of the concept of “instructor priorities” by sorting through a potentially large amount of text with predetermined targets in mind.

To conduct a latent pattern analysis of this interview, researchers would first immerse themselves in the data to identify a theoretical framework or concepts that represent the area of interest so that coders could discover an emerging truth underneath the surface of the data. After immersion in the data, a researcher might believe it would be interesting to more closely examine the strategies the coach uses to establish rapport with the instructor as a way to better understand models of professional development. These strategies could not be easily identified in the transcripts if read literally, but by looking for connections within the text, codes related to instructional coaching tactics emerge. A latent pattern analysis would require that the researcher code the data in a way that looks for patterns, such as a code of “facilitating reflection,” that could be identified in open-ended questions and other units of meaning where the coder saw evidence of probing techniques, or a code of “establishing rapport” for which a coder could identify nonverbal cues such as “[IN leans forward in chair].”

Conducting latent projective content analysis might be useful if the researcher was interested in using a broader theoretical lens, such as Mezirow’s theory of transformative learning. 22 In this example, the faculty member is understood to have attempted to change a learner’s frame of reference by facilitating cognitive dissonance or a disorienting experience through a standardized patient simulation. To conduct a latent projective analysis, the researcher could analyze the faculty member’s interview using concepts found in this theory. This kind of analysis will help the researcher assess the level of change that the faculty member was able to perceive, or expected to witness, in their attempt to help their pharmacy students improve their interactions with patients. The units of meaning and subsequent codes would rely on the coders to apply their own knowledge of transformative learning because of the absence in the theory of concrete, context-specific behaviors to identify. For this analysis, the researcher would rely on their interpretations of what challenging educational situations look like, what constitutes cognitive dissonance, or what the faculty member is really expecting from his students’ performance. The subsequent analysis could provide evidence to support the use of such standardized patient encounters within the curriculum as a transformative learning experience and would also allow the educator to self-reflect on his ability to assess simulated activities.

OTHER ASPECTS TO CONSIDER

Navigating terminology.

Among the methodological approaches, there are other terms for content analysis that researchers may come across. Hsieh and Shannon 10 proposed three qualitative approaches to content analysis: conventional, directed, and summative. These categories were intended to explain the role of theory in the analysis process. In conventional content analysis, the researcher does not use preconceived categories because existing theory or literature are limited. In directed content analysis, the researcher attempts to further describe a phenomenon already addressed by theory, applying a deductive approach and using identified concepts or codes from exiting research to validate the theory. In summative content analysis, a descriptive approach is taken, identifying and quantifying words or content in order to describe their context. These three categories roughly map to the terms of latent projective, latent pattern, and manifest content analyses respectively, though not precisely enough to suggest that they are synonyms.

Graneheim and colleagues 9 reference the inductive, deductive, and abductive methods of interpretation of content analysis, which are data-driven, concept-driven, and fluid between both data and concepts, respectively. Where manifest content produces phenomenological descriptions most often (but not always) through deductive interpretation, and latent content analysis produces interpretations most often (but not always) through inductive or abductive interpretations. Erlingsson and Brysiewicz 23 refer to content analysis as a continuum, progressing as the researcher develops codes, then categories, and then themes. We present these alternative conceptualizations of content analysis to illustrate that the literature on content analysis, while incredibly useful, presents a multitude of interpretations of the method itself. However, these complexities should not dissuade readers from using content analysis. Identifying what you want to know (ie, your research question) will effectively direct you toward your methodological approach. That said, we have found the most helpful aid in learning content analysis is the application of the methods we have presented.

Ensuring Quality

The standards used to evaluate quantitative research are seldom used in qualitative research. The terms “reliability” and “validity” are typically not used because they reflect the positivist quantitative paradigm. In qualitative research, the preferred term is “trustworthiness,” which is comprised of the concepts of credibility, transferability, dependability, and confirmability, and researchers can take steps in their work to demonstrate that they are trustworthy. 24 Though establishing trustworthiness is outside the scope of this article, novice researchers should be familiar with the necessary steps before publishing their work. This suggestion includes exploration of the concept of saturation, the idea that researchers must demonstrate they have collected and analyzed enough data to warrant their conclusions, which has been a focus of recent debate in qualitative research. 25

There are several threats to the trustworthiness of content analysis in particular. 14 We will use the terms “reliability and validity” to describe these threats, as they are conceptualized this way in the formative literature, and it may be easier for researchers with a quantitative research background to recognize them. Though some of these threats may be particular to the type of data being analyzed, in general, there are risks specific to the different methods of content analysis. In manifest content analysis, reliability is necessary but not sufficient to establish validity. 14 Because there is little judgment required of the coders, lack of high inter-rater agreement among coders will render the data invalid. 14 Additionally, coder fatigue is a common threat to manifest content analysis because the coding is clerical and repetitive in nature.

For latent pattern content analysis, validity and reliability are inversely related. 14 Greater reliability is achieved through more detailed coding rules to improve consistency, but these rules may diminish the accessibility of the coding to consumers of the research. This is defined as low ecological validity. Higher ecological validity is achieved through greater reliance on coder judgment to increase the resonance of the results with the audience, yet this often decreases the inter-rater reliability. In latent projective content analysis, reliability and validity are equivalent. 14 Consistent interpretations among coders both establishes and validates the constructed norm; construction of an accurate norm is evidence of consistency. However, because of this equivalence, issues with low validity or low reliability cannot be isolated. A lack of consistency may result from coding rules, lack of a shared schema, or issues with a defined variable. Reasons for low validity cannot be isolated, but will always result in low consistency.

Any good analysis starts with a codebook and coder training. It is important for all coders to share the mental model of the skill, construct, or phenomenon being coded in the data. However, when conducting latent pattern or projective content analysis in particular, micro-level rules and definitions of codes increase the threat of ecological validity, so it is important to leave enough room in the codebook and during the training to allow for a shared mental schema to emerge in the larger group rather than being strictly directed by the lead researcher. Stability is another threat, which occurs when coders make different judgments as time passes. To reduce this risk, allowing for recoding at a later date can increase the consistency and stability of the codes. Reproducibility is not typically a goal of qualitative research, 15 but for content analysis, codes that are defined both prior to and during analysis should retain their meaning. Researchers can increase the reproducibility of their codebook by creating a detailed audit trail, including descriptions of the methods used to create and define the codes, materials used for the training of the coders, and steps taken to ensure inter-rater reliability.

In all forms of qualitative analysis, coder fatigue is a common threat to trustworthiness, even when the instructor is coding individually. Over time, the cases may start to look the same, making it difficult to refocus and look at each case with fresh eyes. To guard against this, coders should maintain a reflective journal and write analytical memos to help stay focused. Memos might include insights that the researcher has, such as patterns of misunderstanding, areas to focus on when considering re-teaching specific concepts, or specific conversations to have with students. Fatigue can also be mitigated by occasionally talking to participants (eg, meeting with students and listening for their rationale on why they included specific pieces of information in an assignment). These are just examples of potential exercises that can help coders mitigate cognitive fatigue. Most researchers develop their own ways to prevent the fatigue that can seep in after long hours of looking at data. But above all, a sufficient amount of time should be allowed for analysis, so that coders do not feel rushed, and regular breaks should be scheduled and enforced.

Qualitative content analysis is both accessible and high-yield for pharmacy educators and researchers. Though some of the methods may seem abstract or fluid, the nature of qualitative content analysis encompasses these concerns by providing a systematic approach to discover meaning in textual data, both on the surface and implied beneath it. As with most research methods, the surest path towards proficiency is through application and intentional, repeated practice. We encourage pharmacy educators to ask questions suited for qualitative research and to consider the use of content analysis as a qualitative research method for discovering meaning in their data.

10 Content Analysis Examples

Content analysis is a research method and type of textual analysis that analyzes the meanings of content , which could take the form of textual, visual, aural, and otherwise multimodal texts.

Generally, a content analysis will seek meanings and relationships of certain words and concepts within the text or corpus of texts, and generate thematic data that reveals deeper insights into the text’s meanings.

Prasad (2008) defines it as:

:…the study of the content with reference to the meanings, contexts and intentions contained in messages.” (p. 174)

Content analyses can involve deductive coding , where themes and concepts are asserted before the content is created; or, they can involve inductive coding , where themes and concepts emerge during a close reading of the text.

An example of a content analysis would be a study that analyzes the presence of ideological words and phrases in newspapers to ascertain the editorial team’s political biases.

Content Analysis Examples

1. conceptual analysis.

Also called semantic content analysis, a conceptual analysis selects a concept and tries to count its occurrence within a text (Kosterec, 2016).

An example of a concept that you might examine is sentiment, such as positive, negative, and neutral sentiment. Here, you would need to conduct a semantic study of the text to find instances of words like ‘bad’, ‘terrible’, etc. for negative sentiment, and ‘good’, ‘great’, etc. for positive sentiment. A compare and contrast will demonstrate a balance of sentiment within the text.

A basic conceptual analysis has the weakness of lacking the capacity to read words in context, which would require a deeper qualitative analysis of paragraphs, which is offset by other types of analysis in this list.

Example of Conceptual Analysis

A company launches a new product and wants to understand the public’s initial reactions to it. They use conceptual analysis to analyze comments on their social media posts about the product. They could choose specific concepts such as “like”, “dislike”, “awesome”, “terrible”, etc. The frequency of these words in the comments give them an idea about the public’s sentiment towards the product.

2. Relational Analysis

Relational analysis addresses the above-mentioned weakness of conceptual analysis (i.e. that a mere counting of instances of terms lacks context) by examining how concepts in a text relate to one another .

Here, a scholar might analyze the overlap or sequences between certain concepts and sentiments in language (Kosterec, 2016). To combine the two examples from the above conceptual analysis, a scholar might examine all of a particular masthead newspaper’s columns on global warming. In the study, they would examine the proximity between the word ‘global warming’ and positive, negative, and neutral sentiment words (‘good’, ‘bad’, ‘great’, etc.) to ascertain the newspaper’s sentiment toward a specific concept .

Example of Relational Analysis

A political scientist wants to understand the relationship between the use of emotional rhetoric and audience reaction in political speeches. They carry out a relational analysis on a corpus of speeches and corresponding audience feedback. By exploring the co-occurrence of emotive words (“hope”, “fear”, “pride”) and audience responses (“applause”, “boos”, “silence”), they discover patterns in how different types of emotional language affect audience reactions.

3. Thematic Analysis

A thematic analysis focuses on identifying themes or major ideas running throughout the text.

This can follow a range of strategies, spanning from highly quantitative – such as using statistical software to thematically group words and terms – through to highly qualitative, where trained researchers take notes on each paragraph to extract key ideas that can be thematicized.

Many literature reviews take the form of a thematic analysis, where the scholar reads all recent studies on a topic and tries to ascertain themes, as well as gaps, across the recent literature.

Example of Thematic Analysis

A scholar searches on research bases for all published academic papers containing the keyword “back pain” from the past 10 years. She then uses inductive coding to generate themes that span the studies. From this thematic analysis, she produces a literature review on key emergent themes from the literature on back pain, as well as gaps in the research.

4. Narrative Analysis

This involves a close reading of the framing and structure of narrative elements within content. It can examine personal life stories, biographies, journals, and so on.

In literary research, this method generally explores the elements of the story , such as characters, plot, literary themes , and settings. But in life history research, it will generally involve deconstructing a real person’s life story, analyzing their perspectives and worldview to develop insights into their unique situation, life circumstances, or personality.

The focus generally expands out from the story itself to what it can tell us about the individuals or culture from which it originates.

Example of Narrative Analysis

A social work researcher takes a group of their patients’ personal journals and, after obtaining ethics clearance and permission from the patients, deconstructs the underlying messages in their journals in order to extract an understanding of the core mental hurdles each patient faces, which are then analyzed through the lens of Jungian psychoanalysis.

5. Discourse Analysis

Discourse analysis, the research methodology from which I conducted my PhD studies, involves the study of how language can create and reproduce social realities.

Based on the work of postmodern scholars such as Michel Foucault and Jaques Derrida, it attempts to deconstruct how texts normalize ways of thinking within specific historical, cultural, and social contexts .

Foucault, the most influential scholar in discourse analytic research, demonstrated through the study of how society spoke about madness that different societies constructed madness in different ways: in the renaissance era, mad people we spoken of as wise people, during the classical era, language changed, and they were framed as pariahs. Finally, in the modern era, they were spoken about as if they were sick.

Following Foucault (1988), many content analysis scholars now look at the differing ways societies frame different identities (gender, race, social class, etc.) in different times – and this can be revealed by looking at the language used in the content (i.e. the texts) produced throughout different eras (Johnstone, 2017).

Example of Discourse Analysis

A scholar examines a corpus of immigration speeches from a specific political party from the past 10 years and examines how refugees are discussed in the speeches, with a focus on how language constructs and defines refugees. It finds that refugees appear to be constructed as threats, dirty, and nefarious.

See Here for 10 More Examples of Discourse Analysis

6. Multimodal Analysis 

As audiovisual texts became more important in society, many scholars began to critique the fact that content analysis tends to only look at written texts. In response, a methodology called multimodal analysis emerged.

In multimodal analysis, scholars don’t just decode the meanings in written texts, but also in multimodal texts . This involves the study of the signs, symbols, movements, and sounds that are within the text.

This opens up space for the analysis of television advertisements, billboards, and so forth.

For an example, a multimodal analysis of a television advertisement might not just study what is said, but it’ll explore how the camera angles frame some people as powerful (low to high angle) and some people as weak (high to low angle). Similarly, they may examine the colors to see if a character is positioned as sad (dark colors, walking through rain) or joyful (bright colors, sunshine).

Example of Multimodal Analysis

A cultural studies scholar examines the representation of Gender in Disney films, looking not only at the spoken words, but also the dresses worn, the camera angles, and the princesses’ tone of voice when speaking to other characters to assess how Disney’s construction of gender has changed over time.

7. Semiotic Analysis

Semiotic analysis takes multimodal analysis to the next step by providing the specific methods for the analysis of multimodal texts.

Seminal scholars Kress and van Leeuwen (2006) have created a significant repertoire of texts demonstrating how semiotics shape meaning. In their works, they present deconstructions of various modes of address:

• Visual: How images, signs, and symbols create meaning in social contexts. For example, in our modern world, a red octagon has a specific social meaning: stop!
• Textual: How words shape meaning, such as through a sentiment analysis as discussed earlier.
• Motive: How movement can create a sense of pace, distance, the movement of time, and so forth, which shapes meaning.
• Aural: How sounds shape meaning. For example, the words spoken are not the only way we interpret a speech, but also how they’re spoken (shakily, confidently, assertively, etc.)

Example of Semiotic Analysis

A communications studies scholar examines the body language of leaders during meetings at an international political event, using it to explore how the leaders subtly send messages about who they are allied with, where they view themselves in geopolitical terms, and their attitudes toward the event overall.

8. Latent Content Analysis

This involves the interpretation of the underlying, inferred meanings of the words or visuals. The focus here is on what is being implied by the content rather than just what is explicitly said.

For example, in the context of the same newspaper articles, a latent content analysis might examine the way the event is framed, the language or rhetoric used, the themes or narratives that are implied, or the attitudes and ideologies that are expressed or endorsed, either overtly or covertly .

Returning to the work of Foucault, he demonstrated how silence also constructs meaning. The question emerges: what is left unsaid in the content, and how does this shape our understanding of the biases and assumptions of the author?

Example of Latent Content Analysis

A sociologist studying gender roles in films watches the top 10 movies from last year and doesn’t just count instances of words – rather, they analyze the underlying, implicit messages about gender roles. This could include exploring how female characters are portrayed (do they tend to be passive and in need of rescue, or are they active, independent and resourceful?) and how male characters are portrayed (emotional or unemotional?) What kind of occupations do characters of each gender typically have?

9. Manifest Content Analysis

A manifest content analysis is the counterpoint to latent content analysis. It involves a direct and surface-level reading of the visible aspects of the content.

It concerns itself primarily with what is visible, obvious and countable. This approach asserts that we should not read too deeply into anything beyond what is manifest (i.e. present), because the deeper we try to read into the missing or latent elements, the more we stray into the real of guessing and assuming.

Scholars will often do both latent and manifest content analyses side-by-side, exploring how each type of analysis might reveal different interpretations or insights.

Example of Manifest Content Analysis

A researcher is interested in studying bias in media coverage of a particular political event. They might conduct a conceptual analysis where the concept is the tone of language used – positive, neutral, or negative. They would examine a number of articles from different newspapers, tallying up instances of positive, negative, or neutral language to see if there is a bias towards positivity or negativity in coverage of the event.

10. Longitudinal Content Analysis

A longitudinal content analysis analyzes trends in content over a long period of time.

Earlier, I explored the idea in discourse analysis that different eras have different ideas about terms and concepts (consider, for example, evolving ideas of gender and race). A longitudinal analysis would be very useful here. It would involve collecting cross-sectional moments in time , at varying points in time, which would then be compared and contrasted for the representation of varying concepts and terms.

Example of Longitudinal Content Analsis

A scholar might look at newspaper reports on texts from each decade for 100 years, examining environmental terms (‘global warming’, ‘climate change’, ‘recycling’) to identify when and how environmental concepts entered public discourse.

For other Examples of Analysis, See Here

Content analysis is a form of empirical research that uses texts rather than interviews or naturalistic observation to gather data that can then be analyzed. There are a range of methods and approaches to the analysis of content, but their unifying feature is that they involve close readings of texts to identify concepts and themes that might be revealing of core or underlying messages within the content.

The above examples are not mutually exclusive types, but rather different approaches that researchers can use based on their specific goals and the nature of the data they are working with.

Foucault, M. (1988). Madness and civilization: A history of insanity in the age of reason . London: Vintage.

Johnstone, B. (2017). Discourse analysis . London: John Wiley & Sons.

Kosterec, M. (2016). Methods of conceptual analysis. Filozofia , 71 (3).

Kress, G., & Van Leeuwen, T. (2006). The grammar of visual design . London and New York: Routledge.

Prasad, B. D. (2008). Content analysis: A method of Social Science Research . In D.K. Lal Das (ed) Research Methods for Social Work, (pp.174-193). New Delhi: Rawat Publications.

Chris Drew (PhD)

Dr. Chris Drew is the founder of the Helpful Professor. He holds a PhD in education and has published over 20 articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education. [Image Descriptor: Photo of Chris]

• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd/ 5 Top Tips for Succeeding at University
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This paper is in the following e-collection/theme issue:

Published on 16.4.2024 in Vol 26 (2024)

User-Centered Development of a Patient Decision Aid for Choice of Early Abortion Method: Multi-Cycle Mixed Methods Study

Authors of this article:

Original Paper

• Kate J Wahl 1 , MSc   ; 
• Melissa Brooks 2 , MD   ; 
• Logan Trenaman 3 , PhD   ; 
• Kirsten Desjardins-Lorimer 4 , MD   ; 
• Carolyn M Bell 4 , MD   ; 
• Nazgul Chokmorova 4 , MD   ; 
• Romy Segall 2 , BSc, MD   ; 
• Janelle Syring 4 , MD   ; 
• Aleyah Williams 1 , MPH   ; 
• Linda C Li 5 , PhD   ; 
• Wendy V Norman 4, 6 * , MD, MHSc   ; 
• Sarah Munro 1, 3 * , PhD  

1 Department of Obstetrics and Gynecology, University of British Columbia, Vancouver, BC, Canada

2 Department of Obstetrics and Gynecology, Dalhousie University, Halifax, NS, Canada

3 Department of Health Systems and Population Health, School of Public Health, University of Washington, Seattle, WA, United States

4 Department of Family Practice, University of British Columbia, Vancouver, BC, Canada

5 Department of Physical Therapy, University of British Columbia, Vancouver, BC, Canada

6 Department of Public Health, Environments and Society, Faculty of Public Health and Policy, London School of Hygiene & Tropical Medicine, London, United Kingdom

*these authors contributed equally

Corresponding Author:

Kate J Wahl, MSc

Department of Obstetrics and Gynecology

University of British Columbia

4500 Oak Street

Vancouver, BC, V6H 3N1

Phone: 1 4165231923

Email: [email protected]

Background: People seeking abortion in early pregnancy have the choice between medication and procedural options for care. The choice is preference-sensitive—there is no clinically superior option and the choice depends on what matters most to the individual patient. Patient decision aids (PtDAs) are shared decision-making tools that support people in making informed, values-aligned health care choices.

Objective: We aimed to develop and evaluate the usability of a web-based PtDA for the Canadian context, where abortion care is publicly funded and available without legal restriction.

Methods: We used a systematic, user-centered design approach guided by principles of integrated knowledge translation. We first developed a prototype using available evidence for abortion seekers’ decisional needs and the risks, benefits, and consequences of each option. We then refined the prototype through think-aloud interviews with participants at risk of unintended pregnancy (“patient” participants). Interviews were audio-recorded and documented through field notes. Finally, we conducted a web-based survey of patients and health care professionals involved with abortion care, which included the System Usability Scale. We used content analysis to identify usability issues described in the field notes and open-ended survey questions, and descriptive statistics to summarize participant characteristics and close-ended survey responses.

Results: A total of 61 individuals participated in this study. Further, 11 patients participated in think-aloud interviews. Overall, the response to the PtDA was positive; however, the content analysis identified issues related to the design, language, and information about the process and experience of obtaining abortion care. In response, we adapted the PtDA into an interactive website and revised it to include consistent and plain language, additional information (eg, pain experience narratives), and links to additional resources on how to find an abortion health care professional. In total, 25 patients and 25 health care professionals completed the survey. The mean System Usability Scale score met the threshold for good usability among both patient and health care professional participants. Most participants felt that the PtDA was user-friendly (patients: n=25, 100%; health care professionals: n=22, 88%), was not missing information (patients: n=21, 84%; health care professionals: n=18, 72%), and that it was appropriate for patients to complete the PtDA before a consultation (patients: n=23, 92%; health care professionals: n=23, 92%). Open-ended responses focused on improving usability by reducing the length of the PtDA and making the website more mobile-friendly.

Conclusions: We systematically designed the PtDA to address an unmet need to support informed, values-aligned decision-making about the method of abortion. The design process responded to a need identified by potential users and addressed unique sensitivities related to reproductive health decision-making.

Introduction

In total, 1 in 3 pregnancy-capable people in Canada will have an abortion in their lifetimes, and most will seek care early in pregnancy [ 1 ]. Medication abortion (using the gold-standard mifepristone/misoprostol regimen) and procedural abortion are common, safe, and effective options for abortion care in the first trimester [ 2 , 3 ]. The choice between using medications and presenting to a facility for a procedure is a preference-sensitive decision; there is no clinically superior option and the choice depends on what matters most to the individual patient regarding the respective treatments and the features of those options [ 4 - 6 ].

The choice of method of abortion can involve a process of shared decision-making, in which the patient and health care professional share the best available evidence about options, and the patient is supported to consider those options and clarify an informed preference [ 7 ]. There are many types of interventions available to support shared decision-making, including interventions targeting health care professionals (eg, educational materials, meetings, outreach visits, audit and feedback, and reminders) and patients (eg, patient decision aids [PtDA], appointment preparation packages, empowerment sessions, printed materials, and shared decision-making education) [ 8 ]. Of these interventions, PtDAs are well-suited to address challenges to shared decision-making about the method of abortion, including limited patient knowledge, public misinformation about options, poor access to health care professionals with sufficient expertise, and apprehension about abortion counseling [ 9 ].

PtDAs are widely used interventions that support people in making informed, deliberate health care choices by explicitly describing the health problem and decision, providing information about each option, and clarifying patient values [ 10 ]. The results of the 2023 Cochrane systematic review of 209 randomized controlled trials indicate that, compared to usual care (eg, information pamphlets or webpages), the use of PtDAs results in increases in patient knowledge, expectations of benefits and harms, clarity about what matters most to them, and participation in making a decision [ 11 ]. Of the studies included in the systematic review, 1 tested the effect of a PtDA leaflet for method of abortion and found that patients eligible for both medication and procedural abortion who received the PtDA were more knowledgeable, and had lower risk perceptions and decisional conflict than those who were in the control group [ 12 ]. However, that PtDA was developed 20 years ago in the UK health system and was not publicly available. A recent environmental scan of PtDAs for a method of abortion found that other available options meet few of the criteria set by the International Patient Decision Aid Standards (IPDAS) collaboration and do not include language and content optimized for end users [ 9 , 13 ].

Consequently, no PtDAs for method of abortion were available in Canada at the time of this study. This was a critical gap for both patients and health care professionals as, in 2017, mifepristone/misoprostol medication abortion came to the market, offering a new method of choice for people seeking abortion in the first trimester [ 14 ]. Unlike most jurisdictions, in Canada medication abortion is typically prescribed in primary care and dispensed in community pharmacies. Offering a PtDA in preparation for a brief primary care consultation allows the person seeking abortion more time to digest new information, consider their preferences, be ready to discuss their options, and make a quality decision.

In this context, we identified a need for a high-quality and publicly available PtDA to support people in making an informed choice about the method of abortion that reflects what is most important to them. Concurrently, our team was working in collaboration with knowledge users (health care professionals, patients, and health system decision makers) who were part of a larger project to investigate the implementation of mifepristone in Canada [ 15 , 16 ]. We, therefore, aimed to develop and evaluate the usability of a web-based PtDA for the Canadian context, where abortion care is publicly funded and available without legal restriction.

Study Design

We performed a mixed methods user-centered development and evaluation study informed by principles of integrated knowledge translation. Integrated knowledge translation is an approach to collaborative research in which researchers and knowledge users work together to identify a problem, conduct research as equal partners to address that problem, and coproduce research products that aim to impact health service delivery [ 17 ]. We selected this approach to increase the likelihood that our end PtDAs would be relevant, useable, and used for patients and health care professionals in Canada [ 17 ]. The need for a PtDA was identified through engagement with health care professionals. In 2017, they highlighted the need for patients to be supported in choosing between procedural care—which historically represented more than 90% of abortions in Canada [ 18 ]—and the newly available medication option [ 19 , 20 ]. This need was reaffirmed in 2022 by the Canadian federal health agency, Health Canada, which circulated a request for proposals to generate “evidence-based, culturally-relevant information aimed at supporting people in their reproductive decision-making and in accessing abortion services as needed” [ 21 ].

We operationalized integrated knowledge translation principles in a user-centered design process. User-centered design “grounds the characteristics of an innovation in information about the individuals who use that innovation, with a goal of maximizing ‘usability in context’” [ 22 ]. In PtDA development, user-centered design involves iteratively understanding users, developing and refining a prototype, and observing user interaction with the prototype [ 23 , 24 ]. Like integrated knowledge translation, this approach is predicated on the assumption that involving users throughout the process increases the relevance of the PtDA and the likelihood of successful implementation [ 24 ].

Our design process included the following steps ( Figure 1 ): identification of evidence about abortion patients’ decisional needs and the attributes of medication and procedural abortion that matter most from a patient perspective; development of a paper-based prototype; usability testing via think-aloud interviews with potential end users; refinement of the PtDA prototype into an interactive website; usability testing via a survey with potential end users and abortion health care professionals; and final revisions before launching the PtDA for real-world testing. Our systematic process was informed by user-centered methods for PtDA development [ 23 , 24 ], guidance from the IPDAS collaboration [ 25 - 27 ], and the Standards for Universal Reporting of Patient Decision Aid Evaluation checklist [ 10 ].

Our multidisciplinary team included experts in shared decision-making (SM and LT), a PhD student in patient-oriented knowledge translation (KJW), experts in integrated knowledge translation with health care professionals and policy makers (WVN and SM), clinical experts in abortion counseling and care (WVN and MB), a medical undergraduate student (RS), a research project coordinator (AW), and family medicine residents (KD-L, CMB, NC, and JS) who had an interest in abortion care. Additionally, a panel of experts external to the development process reviewed the PtDA for clinical accuracy following each revision of the prototype. These experts included coauthors of the national Society for Obstetricians and Gynaecologists of Canada (SOGC) clinical practice guidelines for abortion care in Canada. They were invited to this project because of their knowledge of first-trimester abortion care as well as their ability to support the implementation of the PtDA in guidelines and routine clinical practice.

Ethical Considerations

The research was approved by the University of British Columbia Children’s and Women’s Research Ethics Board (H16-01006) and the Nova Scotia Health Research Ethics Board (1027637). In each round of testing, participants received a CAD $20 (US $14.75) Amazon gift card by email for their participation.

Preliminary Work: Identification of Evidence

We identified the decisional needs of people seeking early abortion care using a 2018 systematic review of reasons for choosing an abortion method [ 28 ], an additional search that identified 1 study conducted in Canada following the 2017 availability of mifepristone/misoprostol medication abortion [ 29 ], and the SOGC clinical practice guidelines [ 2 , 3 ]. The review identified several key factors that matter most for patient choice of early abortion method: perceived simplicity and “naturalness,” fear of complication or bleeding , fear of anesthesia or surgery , timing of the procedure , and chance of sedation . The additional Canadian study found that the time required to complete the abortion and side effects were important factors. According to the SOGC clinical practice guidelines, the key information that should be communicated to the patient are gestational age limits and the risk of complications with increasing gestational age [ 2 , 3 ]. The guidelines also indicate that wait times , travel times , and cost considerations may be important in a person’s choice of abortion method and should be addressed [ 2 , 3 ].

We compiled a long list of attributes for our expert panel and then consolidated and refined the attribute list through each stage of the prototype evaluation. For evidence of how these factors differed for medication and procedural abortion, we drew primarily from the SOGC clinical practice guidelines for abortion [ 2 , 3 ]. For cost considerations, we described the range of federal, provincial, and population-specific programs that provide free coverage of abortion care for people in Canada.

Step 1: Developing the Prototype

Our goal was to produce an interactive, web-based PtDA that would be widely accessible to people seeking an abortion in Canada by leveraging the widespread use of digital health information, especially among reproductive-aged people [ 30 ]. Our first prototype was based on a previously identified paper-based question-and-answer comparison grid that presented evidence-based information about the medication and procedural options [ 9 , 31 ]. We calculated readability by inputting the plain text of the paper-based prototype into a Simple Measure of Gobbledygook (SMOG) Index calculator [ 32 ].

We made 2 intentional deviations from common practices in PtDA development [ 33 ]. First, we did not include an “opt-out” or “do nothing” option, which would describe the natural course of pregnancy. We chose to exclude this option to ensure clarity for users regarding the decision point; specifically, our decision point of interest was the method of abortion, not the choice to terminate or continue a pregnancy. Second, we characterized attributes of the options as key points rather than positive and negative features to avoid imposing value judgments onto subjective features (eg, having the abortion take place at home may be beneficial for some people but may be a deterrent for others).

Step 2: Usability Testing of the Prototype

We first conducted usability testing involving think-aloud interviews with patient participants to assess the paper-based prototype. Inclusion criteria included people aged 18-49 years assigned-female-at-birth who resided in Canada and could speak and read English. In January 2020, we recruited participants for the first round of think-aloud interviews [ 34 ] via email and poster advertising circulated to (1) a network of parent research advisors who were convened to guide a broader program of research about pregnancy and childbirth in British Columbia, Canada, and (2) a clinic providing surgical abortion care in Nova Scotia, Canada, as well as snowball sampling with participants. We purposively sought to advertise this study with these populations to ensure variation in age, ethnicity, level of education, parity, and abortion experience. Interested individuals reviewed this study information form and provided consent to participate, before scheduling an interview. The interviewer asked participants to think aloud as they navigated the prototype, for example describing what they liked or disliked, missing information, or lack of clarity. The interviewer noted the participant’s feedback on a copy of the prototype during the interview. Finally, the participant responded to questions adapted from the System Usability Scale [ 35 ], a measure designed to collect subjective ratings of a product’s usability, and completed a brief demographic questionnaire. The interviews were conducted via videoconferencing and were audio recorded. We deidentified the qualitative data and assigned each participant a unique identifier. Then, the interviewer listened to the recording and revised their field notes with additional information including relevant quotes.

For the analysis of think-aloud interviews, we used inductive content analysis to describe the usability and acceptability of different elements of the PtDA [ 36 ]. Further, 3 family medicine residents (KD-L, CMB, and NC) under guidance from a senior coauthor (SM) completed open coding to develop a list of initial categories, which we grouped under higher-order headings. We then organized these results in a table to illustrate usability issues (categories), illustrative participant quotes, and modifications to make. We then used the results of interviews to adapt the prototype into a web-based format, which we tested via further think-aloud interviews and a survey with people capable of becoming pregnant and health care professionals involved with abortion care.

Step 3: Usability Testing of the Website

For the web-based format, we used DecideApp PtDA open-source software, which provides a sustainable solution to the problems of low quality and high maintenance costs faced by web-based PtDAs by allowing developers to host, maintain, and update their tools at no cost. This software has been user-tested and can be accessed by phone, tablet, or computer [ 37 , 38 ]. It organizes a PtDA into 6 sections: Introduction, About Me, My Values, My Choice, Review, and Next Steps. In the My Values section, an interactive values clarification exercise allows users to rank and make trade-offs between attributes of the options. The final pages provide an opportunity for users to make a choice, complete a knowledge self-assessment, and consider the next steps to access their chosen method.

From July to August 2020, we recruited patient and health care professional participants using Twitter and the email list of the Canadian Abortion Providers Support platform, respectively. Participants received an email with a link to the PtDA and were redirected to the survey once they had navigated through the PtDA. As above, inclusion criteria included people aged 18-49 years assigned as female-at-birth who resided in Canada. Among health care professionals, we included eligible prescribers who may not have previously engaged in abortion care (family physicians, residents, nurse practitioners, and midwives), and allied health professionals and stakeholders who provide or support abortion care, who practiced in Canada. All participants had to speak and read English.

The survey included 3 sections: usability, implementation, and participant characteristics. The usability section consisted of the System Usability Scale [ 35 ], and purpose-built questions about what participants liked and disliked about the PtDA. The implementation section included open- and close-ended questions about how the PtDA compares to other resources and when it could be implemented in the care pathway. Patient participants also completed the Control Preference Scale, a validated measure used to determine their preferred role in decision-making (active, collaborative, or passive) [ 39 ]. Data on participant characteristics included gender, abortion experience (patient participants), and abortion practice (health care professional participants). We deidentified the qualitative data and assigned each participant a unique identifier. For the analysis of survey data, we characterized close-ended responses using descriptive statistics, and, following the analysis procedures described in Step 2 in the Methods section, used inductive content analysis of open-ended responses to generate categories associated with usability and implementation [ 36 ]. In 2021, we made minor revisions to the website based on the results of usability testing and published the PtDA for use in routine clinical care.

In the following sections, we outline the results of the development process including the results of the think-aloud interviews and survey, as well as the final decision aid prototype.

Our initial prototype, a paper-based question-and-answer comparison grid, presented evidence-based information comparing medication and procedural abortion. The first version of the prototype also included a second medication abortion regimen involving off-label use of methotrexate, however, we removed this option following a review by the clinical expert panel who advised us that there is very infrequent use of this regimen in Canada in comparison to the gold standard medication abortion option, mifepristone. Other changes at this stage involved clarifying the scope of practice (health care professionals other than gynecologists can perform a procedural abortion), abortion practice (gestational age limit and how the medication is taken), the abortion experience (what to expect in terms of bleeding), and risk (removing information about second- and third-trimester abortion). The updated prototype was finalized by a scientist (SM) and trainee (KJW) with expertise in PtDA development. The prototype (see Multimedia Appendix 1 ) was ultimately 4 pages long and described 18 attributes of each option framed as Frequently Asked Questions, including abortion eligibility (How far along in pregnancy can I be?), duration (How long does it take?), and side effects (How much will I bleed?). The SMOG grade level was 8.4.

Participant Characteristics

We included 11 participants in think-aloud interviews between January and July 2020, including 7 recruited through a parent research advisory network and 4 individuals who had recently attended an abortion clinic. The mean interview duration was 36 minutes (SD 6 minutes). The participants ranged in age from 31 to 37 years. All had been pregnant and 8 out of 11 (73%) participants had a personal experience of abortion (4 participants who had recently attended an abortion clinic and 4 participants from the parent research advisory who disclosed their experience during the interview). The characteristics of the sample are reported in Table 1 .

Overall, participants had a positive view of the paper-based, comparison grid PtDA. In total, 1 participant who had recently sought an abortion said, “I think this is great and super helpful. It would’ve been awesome to have had access to this right away … I don’t think there’s really anything missing from here that I was Googling about” (DA010). The only participant who expressed antichoice views indicated that the PtDA would be helpful to someone seeking to terminate a pregnancy (DA001). Another participant said, “[The PtDA] is not biased, it’s not like you’re going to die. It’s a fact, you know the facts and then you decide whether you want it or not. A lot of people feel it’s so shameful and judgmental, but this is very straightforward. I like it.” (DA002). Several participants stated they felt more informed and knowledgeable about the options.

In response to questions adapted from the System Usability Scale, all 11 participants agreed that the PtDA was easy to use, that most people could learn to use it quickly, and that they felt very confident using the prototype, and disagreed that it was awkward to use. In total, 8 (73%) participants agreed with the statement that the components of the PtDA were well-integrated. A majority of participants disagreed with the statements that the website was unnecessarily complex (n=8, 73%), that they would need the support of an expert to use it (n=8, 73%), that it was too inconsistent (n=9, 82%), and that they would need to learn a lot before using it (n=8, 73%). Further, 2 (18%) participants agreed with the statements that the PtDA was unnecessarily complex and that they would need to learn a lot before using it. Furthermore, 1 (9%) participant agreed with the statement that the PtDA was too inconsistent.

Through inductive analysis of think-aloud interviews, we identified 4 key usability categories: design, language, process, and experience.

Participants liked the side-by-side comparison layout, appreciated the summary of key points to remember, and said that overall, the presented information was clear. For example, 1 participant reflected, “I think it’s very clear ... it’s very simplistic, people will understand the left-hand column is for medical abortion and the right-hand column is for surgical.” (DA005) Some participants raised concerns about the aesthetics of the PtDA, difficulties recalling the headers across multiple pages, and the overall length of the PtDA.

Participants sought to clarify language at several points in the PtDA. Common feedback was that the gestational age limit for the medication and the procedure should be clarified. Participants also pointed out inconsistent use of language (eg, doctor and health care professional) and medical jargon.

Several participants were surprised to learn that family doctors could provide abortion care. Others noted that information about the duration—including travel time—and number of appointments for both medication and procedural abortion could be improved. In addition to clarifying the abortion process, several participants suggested including additional information and resources to help identify an abortion health care professional, understand when to seek help for abortion-related complications, and access emotional support. It was also important to participants that financial impacts (eg, hospital parking and menstrual pads) were included for each option.

Participants provided insight into the description of the physical, psychological, and other consequences associated with the abortion medication and procedure. Participants who had both types of abortion care felt that the description of pain that “may be worse than a period” was inaccurate. Other participants indicated that information about perceived and real risks was distressing or felt out of place, such as correcting myths about future fertility or breast cancer. Some participants indicated that patient stories would be valuable saying, for example, “I think what might be nice to help with the decision-making process is reading stories of people’s experiences” (DA006).

Modifications Made

Changes made based on these findings are described in Table 2 . Key user-centered modifications included transitioning to a web-based format with a consistent color scheme, clarifying who the PtDA is for (for typical pregnancies up to 10 weeks), adding information about telemedicine to reflect guidelines for the provision of abortion during pandemics, and developing brief first-person qualitative descriptions of the pain intensity for each option.

Through analysis of the interviews and consultation with our panel of clinical experts, we also identified that, among the 18 initial attributes in our prototype, 7 had the most relative importance to patients in choosing between medication and procedural abortion. These attributes also represented important differences between each option which forced participants to consider the trade-offs they were willing to make. Thus we moved all other potential attributes into an information section (My Options) that supported the user to gain knowledge before clarifying what mattered most to them by considering the differences between options (My Values).

a PtDA: patient decision aid.

b SOGC: Society of Obstetricians and Gynaecologists of Canada.

Description of the PtDA

As shown in Figure 2 , the revised version of the PtDA resulting from our systematic process is an interactive website. Initially, the title was My Body, My Choice ; however, this was changed to avoid association with antivaccine campaigns that co-opted this reproductive rights slogan. The new title, It’s My Choice or C’est Mon Choix , was selected for its easy use in English and French. The PtDA leads the user through 6 sections:

• The Introduction section provides the user with information about the decision and the PtDA, as well as grids comparing positive and negative features of the abortion pill and procedure, including their chance of benefits (eg, effectiveness), harms (eg, complications), and other relevant factors (eg, number of appointments and cost).
• The About Me section asks the user to identify any contraindications to the methods. It then prompts users to consider their privacy needs and gives examples of how this relates to each option (eg, the abortion pill can be explained to others as a miscarriage; procedural care can be completed quickly).
• The My Values section includes a values clarification exercise, in which the user selects and weights (on a 0-100 scale) the relative importance of at least three of 7 decisional attributes: avoiding pain, avoiding bleeding, having the abortion at home, having an experience that feels like a miscarriage, having fewer appointments, less time off for recovery, and having a companion during the abortion.
• The My Choice section highlights 1 option, based on the attribute weights the user assigned in the My Values section. For instance, if a user strongly preferred to avoid bleeding and have fewer appointments, the software would suggest that a procedural abortion would be a better match. For a user who preferred having the abortion at home and having a companion present, the software would suggest that a medication abortion would be a better match. The user selects the option they prefer.
• The Review section asks the user to complete the 4-item SURE (Sure of Myself, Understand Information, Risk-Benefit Ratio, Encouragement) screening test [ 41 ], and advises them to talk with an expert if they answer “no” to any of the questions. This section also includes information phone lines to ensure that users can seek confidential, accurate, and nonjudgmental support.
• Lastly, in the Next Steps section, users see a summary of their choice and the features that matter most to them, instructions for how to save the results, keep the results private, and find an abortion health care professional. Each section of the PtDA includes a “Leave” button in case users need to navigate away from the website quickly.

We calculated readability by inputting the plain text of the web-based PtDA into a SMOG Index calculator [ 32 ], which assessed the reading level of the web-based PtDA as grade 9.2.

To ensure users’ trust in the information as accurate and unbiased we provided a data declaration on the landing page: “the clinical information presented in this decision aid comes from Society of Obstetricians and Gynaecologists best practice guidelines.” On the landing page, we also specify “This website was developed by researchers at the University of British Columbia and Dalhousie University. This tool is not supported or connected to any pharmaceutical company.”

A total of 50 participants, including 25 patients and 25 health care professionals, reviewed the PtDA website and completed the survey between January and March 2021. The majority of patient (n=23, 92%) and health care professional (n=23, 92%) participants identified as cisgender women. Among patient participants, 16% (n=4) reported one or more previous abortions in various clinical settings. More than half (n=16, 64%) of health care professionals offered care in private medical offices, with other locations including sexual health clinics, community health centers, and youth clinics. Many health care professionals were family physicians (n=11, 44%), and other common types were nurse practitioners (n=7, 28%) and midwives (n=3, 12%). The mean proportion of the clinical practice of each health care professional devoted to abortion care was 18% (SD 13%). Most health care professional respondents (n=18, 72%) were involved with the provision of medication, but not procedural, abortion care. The characteristics of patient and health care professional participants are reported in Table 3 .

a In total, 4 participants reported a history of abortion care, representing 6 abortion procedures.

b Not available.

The mean System Usability Score met the threshold for good usability among both patient (mean 85.7, SD 8.6) and health care professional (mean 80, SD 12) participants, although some health care professionals agreed with the statement, “I found the website to be unnecessarily complex,” (see Multimedia Appendix 3 for the full distribution of responses from patient and health care professionals). All 25 patients and 22 out of 25 (88%) health care professional respondents indicated that the user-friendliness of the PtDA was good or the best imaginable. When asked what they liked most about the PtDA, both participant groups described the ease of use, comparison of options, and the explicit values clarification exercise. When asked what they liked least about the PtDA, several health care professionals and some patients pointed out that it was difficult to use on a cell phone. A summary of usability results is presented in Table 4 .

In total, 21 (84%) patients and 18 (72%) health care professionals felt that the PtDA was not missing any information needed to decide about the method of abortion in early pregnancy. While acknowledging that it is “hard to balance being easy to read/understand while including enough accurate clinical information,” several health care professionals and some patients indicated that the PtDA was too long and repetitive. Among the 4 (16%) patient participants who felt information was missing, the most common suggestion was a tool for locating an abortion health care professional. The 7 (28%) health care professionals who felt information was missing primarily made suggestions about the medical information included in the PtDA (eg, listing midwives as health care professionals with abortion care in scope of practice and the appropriateness of gender-inclusive terminology) and the accessibility of information for various language and cultural groups.

a Not available.

Implementation

Participants viewed the PtDA as a positive addition to current resources. Patients with a history of abortion care described looking for the information on the internet and speaking with friends, family members, and health care professionals. Compared with these sources of information, many patients liked the credibility and anonymity of the PtDA, whereas some disliked that it was less personal than a conversation. Further, 18 (72%) health care professional participants said that the PtDA would add to or replace the resources they currently use in practice. Compared with these other resources, health care professionals liked that the PtDA could be explored by patients independently and that it would support them in thinking about the option that was best for them. The disadvantages of the PtDA compared with existing resources were the length—which health care professionals felt would make it difficult to use in a clinical interaction—and the lack of localized information. In total, 23 each (92%) of patient and health care professional participants felt that they would use the PtDA before a consultation.

Principal Results

We designed a web-based, interactive PtDA for the choice of method of abortion in early pregnancy [ 42 ], taking a user-centered approach that involved usability testing with 36 patients and 25 health care professionals. Both patient and health care professional participants indicated that the PtDA had good usability and would be a valuable resource for decision-making. This PtDA fills a critical need to support the autonomy of patients and shared decision-making with their health care professional related to the preference-sensitive choice of method of abortion.

Comparison With Prior Work

A 2017 systematic review and environmental scan found that existing PtDAs for the method of abortion are of suboptimal quality [ 9 ]. Of the 50 PtDAs identified, all but one were created without expertise in decision aid design (eg, abortion services, reproductive health organizations, and consumer health information organizations); however, the development process for this UK-based pamphlet-style PtDA was not reported. The remaining PtDAs were noninteractive websites, smartphone apps, and PDFs that were not tested with users. The authors found that the information about methods of abortion was presented in a disorganized, inconsistent, and unequal way. Subsequent work has found that existing PtDAs emphasize medical (versus social, emotional, and practical) attributes, do not include values clarification, and can be biased to persuade users of a certain method [ 13 ].

To address some of the challenges identified in the literature, we systematically structured and designed elements of the PtDA following newly proposed IPDAS criteria (eg, showing positive and negative features with equal detail) [ 33 ]. We included an explicit values-clarification exercise, which a recent meta-analysis found to decrease decisional conflict and values-incongruent choices [ 43 ].

We based the decision aid on comprehensive and up-to-date scientific evidence related to the effectiveness and safety of medication abortion and procedural abortion; however, less evidence was available for nonmedical attributes. For example, many existing PtDAs incorrectly frame privacy as a “factual advantage” of medication abortion [ 13 ]. To address this, we included privacy in the About Me section as something that means “different things to different people.” Similarly, evidence suggests that patients who do not feel appropriately informed about the pain associated with their method of abortion are less satisfied with their choice [ 44 , 45 ]; and the degree of pain experienced varies across options and among individuals. Following the suggestion of patient participants to include stories and recognizing that evidence for the inclusion of narratives in PtDAs is emerging [ 46 ], we elected to develop brief first-person qualitative descriptions of the pain experience. The inclusion of narratives in PtDAs may be effective in supporting patients to avoid surprise and regret, to minimize affective forecasting errors, and to “visualize” their health condition or treatment experience [ 46 ]. Guided by the narrative immersion model, our goal was to provide a “real-world preview” of the pain experience [ 47 ].

In addition to integrating user perspectives on the optimal tone, content, and format of the PtDA, user testing provided evidence to inform the future implementation of the PtDA. A clear barrier to the completion of the PtDA during the clinical encounter from the health care professional perspective was its length, supporting the finding of a recent rapid realist review, which theorized that health care professionals are less likely to use long or otherwise complex PtDAs that are difficult to integrate into routine practice [ 48 ]. However, 46 out of 50 (92%) participants endorsed the use of the PtDA by the patient alone before the initial consultation, which was aligned with the patient participant’s preference to take an active role in making the final decision about their method of abortion as well as the best practice of early, pre-encounter distribution of PtDAs [ 48 ].

A unique feature of this PtDA was that it resulted from a broader program of integrated knowledge translation designed to support access to medication abortion once mifepristone became available in Canada in 2017. Guided by the principle that including knowledge users in research yields results that are more relevant and useful [ 49 ], we developed the PtDA in response to a knowledge user need, involved health care professional users as partners in our research process, including as coauthors, and integrated feedback from the expert panel. This parallels a theory of PtDA implementation that proposes that early involvement of health care professionals in PtDA development “creates a sense of ownership, increases buy-in, helps to legitimize content, and ensures the PtDA (content and delivery) is consistent with current practice” thereby increasing the likelihood of PtDA integration into routine clinical settings [ 48 ].

Viewed through an integrated knowledge translation lens, our findings point toward future areas of work to support access to abortion in Canada. Several patient participants indicated a need for tools to identify health care professionals who offer abortion care. Some shared that their primary health care professionals did not offer medication abortion despite it being within their scope of practice, and instead referred them to an abortion clinic for methods of counseling and care. We addressed this challenge in the PtDA by including links to available resources, such as confidential phone lines that link patients to health care professionals in their region. On the website we also indicated that patient users could ask their primary care providers whether they provide abortion care; however, we acknowledge that this may place the patient in a vulnerable position if their health care professional is uncomfortable with, or unable to, provide this service for any reason. Future work should investigate opportunities to shorten the pathway to this time-sensitive care, including how to support patients who use the decision aid to act on their informed preference for the method of abortion. This work may involve developing a tool for patients to talk to their primary care provider about prescribing medication abortion.

Strengths and Limitations

Several factors affect the interpretation of our work. Although potential patient users participated in the iterative development process, the patient perspective was not represented in a formal advisory panel in the same way that the health care professional experts were. Participant characteristics collected for the think-aloud interviews demonstrated that our patient sample did not include people with lower education attainment, for whom the grade level and length of the PtDA could present a barrier [ 50 ]. Any transfer of the PtDA to jurisdictions outside Canada must consider how legal, regulatory, and other contextual factors affect the choice of the method of abortion. Since this study was completed, we have explored additional strategies to address these concerns, including additional user testing with people from equity-deserving groups, drop-down menus to adjust the level of detail, further plain language editing, and videos illustrating core content. Since the focus of this study was usability, we did not assess PtDA effectiveness, including impact on knowledge, decisional conflict, choice predisposition and decision, or concordance; however, a randomized controlled trial currently underway will measure the impact of the PtDA on these outcomes in a clinical setting. Finally, our integrated knowledge translation approach added to the robustness of our study by ensuring that health care professionals and patients were equal partners in the research process. One impact of this partnered approach is that our team has received funding support from Health Canada to implement the website on a national scale for people across Canada considering their abortion options [ 51 ].

Conclusions

The PtDA provides people choosing a method of early abortion and their health care professionals with a resource to understand methods of abortion available in the Canadian context and support to make a values-aligned choice. We designed the PtDA using a systematic approach that included both patient and health care professional participants to help ensure its relevance and usability. Our future work will seek to evaluate the implementation of the PtDA in clinical settings, create alternate formats to enhance accessibility, and develop a sustainable update policy. We will also continue to advance access to abortion care in Canada with our broader integrated knowledge translation program of research.

Acknowledgments

The authors thank the participants for contributing their time and expertise to the design of this tool. Family medicine residents CMB, NC, KD-L, and JS were supported by Sue Harris grants, Department of Family Practice, University of British Columbia. KJW was supported by the Vanier Scholar Award (2020-23). SM was supported by a Michael Smith Health Research BC Scholar Award (18270). WVN was supported by a Canadian Institutes of Health Research and Public Health Agency of Canada Chair in Applied Public Health Research (2014-2024, CPP-329455-107837). All grants underwent external peer review for scientific quality. The funders played no role in the design of this study, data collection, analysis, interpretation, or preparation of this paper.

Data Availability

Our ethics approval has specified the primary data is not available.

Authors' Contributions

KJW, SM, and MB conceived of and designed this study. CMB, NC, and KD-L led interview data collection, analysis, and interpretation with input from SM. RS and JS led survey data collection, analysis, and interpretation with input from SM and MB. AW, LCL, and WVN contributed to the synthesis and interpretation of results. KJW, SM, and LT wrote the first draft of this paper, and all authors contributed to this paper’s revisions and approved the final version.

Conflicts of Interest

None declared.

Patient decision aid prototype.

Raw data for pain narratives.

Full distribution of System Usability Scale scores for patients and providers.

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Abbreviations

Edited by T Leung; submitted 07.05.23; peer-reviewed by G Sebastian, R French, B Zikmund-Fisher; comments to author 11.01.24; revised version received 23.02.24; accepted 25.02.24; published 16.04.24.

©Kate J Wahl, Melissa Brooks, Logan Trenaman, Kirsten Desjardins-Lorimer, Carolyn M Bell, Nazgul Chokmorova, Romy Segall, Janelle Syring, Aleyah Williams, Linda C Li, Wendy V Norman, Sarah Munro. Originally published in the Journal of Medical Internet Research (https://www.jmir.org), 16.04.2024.

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