Emotion Coding in Qualitative Research

 
 

Emotion coding in qualitative research is about detecting and categorizing emotions in data like interviews or focus groups. Researchers use it to help decode the emotions behind thoughts, behaviors, and decisions, offering deep insights into participants' feelings. 

This article introduces emotion coding and offers a guide on how to use it effectively. 

The Basics of Emotion Coding in Qualitative Research

Emotion coding is the process of analyzing qualitative data to identify and classify emotional expressions. From interviews to focus groups, this method is used to tag keywords, tones, and non-verbal cues that hint at specific emotions, transforming raw information into knowledge.

For instance, if a participant's words ooze with enthusiasm, you might label that segment "excitement." If you get a strong sense of dissatisfaction, you might mark it as "discontent." It is a way to focus on the raw, unstructured data that highlights the emotional narratives at play. 

Emotion coding is also a first-cycle coding method, which sets the stage for deeper, more refined second-cycle methods like pattern coding. Think of it like an initial classification of your data that gives structure to the thematic development and interpretive work that comes later.

Coding emotions through this process helps uncover meaning and context that might otherwise stay hidden, enriching your data with additional layers of emotional intelligence. This deeper understanding is a great way to improve the richness and rigor of your analysis. 

Why Emotion Coding Matters

Saldaña suggests that “virtually everything we do has an accompanying emotion(s).” 

Since emotions are a universal human experience, emotion coding offers valuable insights for diverse fields such as social science, healthcare, and market research. It can uncover more than just individual emotions but “possibly the underlying mood or tone of a society,” or what Saldaña calls “its ethos.” 

In short, emotion coding provides deep insight into your participants' perspectives, worldviews, and life conditions. And by systematically identifying and analyzing emotions, you gain a fuller understanding of how your participants relate to particular issues, experiences, or even products. 

Emotion Coding Versus Other First Cycle Methods

First-cycle coding methods, including both emotion and magnitude coding, are initial steps you can take in your qualitative data analysis. They involve examining the data in its raw form and beginning to categorize it based on the emotional characteristics you have identified.

In these two examples, emotion coding focuses on identifying and labeling the emotions present in the data, such as happiness, anger, or sadness. Magnitude coding rates the intensity or severity of a particular phenomenon, like the strength of an opinion or frequency of a behavior.

After completing the first cycle coding, the second cycle methods, such as pattern coding, axial coding, or thematic analysis take over. These involve reassembling the data in new ways to find overarching themes or connections between the categories you established in the first cycle. 

This table provides an overview of a few first and second-cycle coding methods:

Image 1: A table comparing the characteristics of emotion coding, magnitude coding, and thematic coding.

First cycle coding, like emotion coding, can lead to any of the second cycle coding methods, depending on the direction of the analysis. The second cycle methods are options that you can choose from to further analyze and synthesize the data after the initial coding.

[For an in-depth look at how to code, check out our Practical Guide to Qualitative Analysis.]

When to Use Emotion Coding

Emotion coding is a versatile, first-cycle coding method that can be used with most qualitative research methodologies, including qualitative content analysis, grounded theory, and ethnography. Saldaña points out that emotion coding is particularly useful when exploring "interpersonal participant experiences and actions," especially for research topics related to identity, social relations, reasoning, decision-making, judgment, and risk-taking.

In terms of versatility, emotion coding can help you analyze emotional content in content analysis, understand participants' feelings about a specific topic in grounded theory, and interpret cultural nuances and emotions in ethnographic studies. You can use emotion coding with a wide range of textual data, including:

  • In-depth interviews

  • Personal narratives

  • Focus group discussions

  • Observational field notes

  • Diaries or journals

  • Open-ended survey responses

Whether the goal is to explore the emotional impact of a new teaching style or understand the sentiments in social media discourse (or any of these data types listed above), emotion coding helps to uncover the emotional features of your qualitative data in a system way.

Example of Emotion Coding

Consider how emotion coding was used in the study by Volet, et. al. (2013), focusing on university teachers' emotions. They used emotion coding to analyze interview data, resulting in a codebook that revealed a spectrum of emotions, from "joy/humor" to "sadness" and "annoyance."

The first image shows how the table categorizes emotions into positive and negative, aligning them with specific themes such as the intrinsic value of teaching or the level of student engagement. This table exemplifies how emotion coding can be used to not only identify emotions but also to connect them with underlying themes within the research context.

Image 2: Coding using emotion coding in qualitative research. (Volet et. al., 2013)

The second image from the study, a transcript coded for 'Annoyance,' shows how the researchers pinpointed places where a teacher expressed annoyance with contextual evidence. The paraphrase helps clarify the cause of the emotion, indicating how these insights can contribute to a deeper understanding of teachers' experiences.

Image 3: Code descriptions using emotion coding in qualitative analysis. (Volet et. al., 2013)

The third image, a bar graph, depicts the frequency of reported positive emotions. It visually represents the prevalence of each emotion, offering a cumulative perspective on the qualitative data. This kind of visual representation can be particularly telling in understanding the emotional landscape of the participants as a group.

Image 4: Tabulating frequency of emotion codes in qualitative analysis. (Volet et. al., 2013)


Step-By-Step Guide: How to Do Emotion Coding

Using emotion coding in your qualitative analysis requires a keen eye for detail and a systematic approach to keep your research organized. Throughout this iterative process, it helps to regularly ask yourself questions to maintain focus, such as: 

  • How do emotions relate to the topics you're exploring?

  • What emotional patterns emerge from the data?

  • How do participants' emotional responses influence their perceptions or behaviors within the context of your study?

Keeping those questions top-of-mind, here’s how to use emotion coding:

1. Data Collection: Begin with qualitative data rich in emotional content. Semi-structured interviews, in-depth interviews, and focus groups are particularly fertile grounds for this type of analysis.

2. Initial Review: Go through your data with an open mind, noting initial impressions of the emotional tone and content without trying to categorize anything yet.

3. Develop a Coding Scheme: After your initial review, create a set of 'codes' for the different emotions you've noted, from joy and satisfaction to frustration and loneliness. Tools like Delve can help you create, organize, and manage these codes.

Say you are studying the impact of remote work on employee well-being. Delve allows you to easily upload your transcripts and begin coding with just a few clicks. 

 

Image 5: Emotion coding example in Delve Software.

 
 

Image 6: Adding code descriptions through emotion coding in Delve Software.

 

4. Refine and Apply Codes: Now apply your coding labels to the data, tagging segments with the relevant emotion codes. This process is usually iterative. Your coding scheme will likely evolve as you delve deeper into the data and new insights come to light.

5. Segue into Second-Order Coding: After coding your data, it's time to analyze how these emotions are connected to the broader themes of your study. This analysis is your bridge to second-order coding methods like pattern or axial coding, where you'll further develop your findings to build a more nuanced understanding of your research topic.

Using this guide, you can accurately capture the emotional layers within your data but also prepares you for the transition to more complex analytical methods later in your research.


Emotion Coding with Qualitative Data Analysis Software

While emotion coding is immensely revealing, it can also be meticulous and time-consuming. This is where Delve, a qualitative data analysis (QDA) software, comes into view. 

Delve makes it easy to tag and organize your data with custom emotion codes, enabling you to analyze patterns and draw insights more efficiently. Its intuitive interface simplifies the coding process, allowing you to focus on the insights hidden within the emotional fabric of your data.

With Delve, you can quickly sift through large datasets, identify and categorize emotions, and explore the emotional dynamics of your research topic. Whether you're a seasoned researcher or new to qualitative analysis, Delve can help unlock the emotional depth of your data.

 

 

Wrapping Up

Emotion coding in qualitative research opens a window into the human side of data, offering researchers a powerful way to understand the emotional forces at play. 

By adopting a systematic approach to emotion coding and leveraging tools like Delve, you can enrich your research with nuanced insights that go beyond the surface level. 

Start your free trial of Delve today.  


References

  1. Saldaña, J. (2016). The coding manual for qualitative researchers (3rd ed.). SAGE.

  2. Volet, Simone & Hagenauer, Gerda. (2013). "I don't think I could, you know, just teach without any emotion": Exploring the nature and origin of university teachers' emotions. Research Papers in Education. 29. 10.1080/02671522.2012.754929

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