Bridging Qualitative Data Silos: The Potential of Reusing Codings Through Machine Learning Based Cross-Study Code Linking

For qualitative data analysis (QDA), researchers assign codes to text segments to arrange the information into topics or concepts. These annotations facilitate information retrieval and the identification of emerging patterns in unstructured data. However, this metadata is typically not published or reused after the research. Subsequent studies with similar research questions require a new definition of codes and do not benefit from other analysts’ experience. Machine learning (ML) based classification seeded with such data remains a challenging task due to the ambiguity of code definitions and the inherent subjectivity of the exercise. Previous attempts to support QDA using ML rely on linear models and only examined individual datasets that were either smaller or coded specifically for this purpose. However, we show that modern approaches effectively capture at least part of the codes’ semantics and may generalize to multiple studies. We analyze the performance of multiple classifiers across three large real-world datasets. Furthermore, we propose an ML-based approach to identify semantic relations of codes in different studies to show thematic faceting, enhance retrieval of related content, or bootstrap the coding process. These are encouraging results that suggest how analysts might benefit from prior interpretation efforts, potentially yielding new insights into qualitative data.