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DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

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The Problem Space Qualitative methods are still being explored and developed – Text analysis – Multi-media tools (CAQDAS) – Hand-crafted methods But mixed-method and qualitative studies should be manageable like quantitative studies

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Page 1: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

DDI Lifecycle and Qualitative Data: Development of a Formal Model

Arofan GregoryJoachim Wackerow

Page 2: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Background

• We have been talking about metadata for qualitative data for a long time– QuDEX– Other work

• The model presented here is one which came out of our working session at EDDI 2011 in Gothenburg– 25 people– Several outputs

• Another working meeting is arrnged in the margins of EDDI 2012 in Bergen, Norway

Page 3: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

The Problem Space

• Qualitative methods are still being explored and developed– Text analysis– Multi-media tools (CAQDAS)– Hand-crafted methods

• But mixed-method and qualitative studies should be manageable like quantitative studies

Page 4: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

The Model

• A high-level conceptual model– DDI will be model-driven in future versions

• Still a draft– This version is the cleaned-up one done by Larry

Hoyle

Page 5: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow
Page 6: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Collections

Page 7: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Collections, Actors, Events, and Logical Resources Have Attributes

Page 8: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Logical Resources Use and Are Produced by Methods

Page 9: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Methods Use Instruments and Processing Tools

Page 10: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Methods Produce Descriptive and Analytical Metadata and (Quantitative)Data Sets

Page 11: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Logical Resources Have Bindings to Physical Storage Instances

Page 12: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Separation of Logical and Physical

• Like DDI-Lifecycle, the logical and physical aspects of a resource are modeled separately

Page 13: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Logical Resources Can Have Segments – All or Part of the Resource

Page 14: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Segments Are Defined According to A Structural Scheme – Different for Different Types of Files

Page 15: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Structural Schemes Vary by Type

• Text has lines and characters• Images have coordinates• Sound files have start and end time• Video has coordinates and start and end time• XML has nodes• Note that this model is already in DDI-Lifecycle– It was taken from QuDEX

Page 16: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Segments Can Have Analytical Metadata Attached – Memos, Codes, and Categories

Page 17: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Analytical Metadata

• Memos are textual annotations• Codes are codes assigned at analysis time (no

formal scheme)• Categories are codes coming from a

formalized scheme• You can have arbitrary relationships between

segments and these other bits of metadata (not shown in model)

Page 18: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow
Page 19: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Connections to DDI - Lifecycle

• Actors are Organizations/People (Organization Scheme)

• Data Sets are Data Sets (with all regular DDI-Lifecycle metadata)

• Data Collection Instruments are instruments/collection events

• Codes and Categories are Codes and Categories

Page 20: DDI Lifecycle and Qualitative Data: Development of a Formal Model Arofan Gregory Joachim Wackerow

Final Observation

• There is some overlap between some interesting models:– Process models which describe events and

discussions around process– W3C Recommendation on Provenance– DDI qualitative model

• We should not duplicate efforts to model the same things