Developing and testing an automated qualitative assistant (AQUA) to support qualitative analysis.

Journal: Family medicine and community health
Published Date:

Abstract

Qualitative research remains underused, in part due to the time and cost of annotating qualitative data (coding). Artificial intelligence (AI) has been suggested as a means to reduce those burdens, and has been used in exploratory studies to reduce the burden of coding. However, methods to date use AI analytical techniques that lack transparency, potentially limiting acceptance of results. We developed an automated alitative assistant (AQUA) using a semiclassical approach, replacing Latent Semantic Indexing/Latent Dirichlet Allocation with a more transparent graph-theoretic topic extraction and clustering method. Applied to a large dataset of free-text survey responses, AQUA generated unsupervised topic categories and circle hierarchical representations of free-text responses, enabling rapid interpretation of data. When tasked with coding a subset of free-text data into user-defined qualitative categories, AQUA demonstrated intercoder reliability in several multicategory combinations with a Cohen's kappa comparable to human coders (0.62-0.72), enabling researchers to automate coding on those categories for the entire dataset. The aim of this manuscript is to describe pertinent components of best practices of AI/machine learning (ML)-assisted qualitative methods, illustrating how primary care researchers may use AQUA to rapidly and accurately code large text datasets. The contribution of this article is providing guidance that should increase AI/ML transparency and reproducibility.

Authors

  • Robert P Lennon
    Family and Community Medicine, Penn State Health Milton S. Hershey Medical Center, Hershey, Pennsylvania, USA rlennon@pennstatehealth.psu.edu.
  • Robbie Fraleigh
    Applied Research Laboratory, Pennsylvania State University, University Park, Pennsylvania, USA.
  • Lauren J Van Scoy
    Internal Medicine, Penn State Health Milton S. Hershey Medical Center, Hershey, Pennsylvania, USA.
  • Aparna Keshaviah
    Mathematica Policy Research Inc, Princeton, New Jersey, USA.
  • Xindi C Hu
    Mathematica Policy Research Inc, Princeton, New Jersey, USA.
  • Bethany L Snyder
    Center for Community Health Integration, Case Western Reserve University, Cleveland, Ohio, USA.
  • Erin L Miller
    Family and Community Medicine, Penn State Health Milton S. Hershey Medical Center, Hershey, Pennsylvania, USA.
  • William A Calo
    Public Health Services, Penn State Health Milton S. Hershey Medical Center, Hershey, Pennsylvania, USA.
  • Aleksandra E Zgierska
    Family and Community Medicine, Penn State Health Milton S. Hershey Medical Center, Hershey, Pennsylvania, USA.
  • Christopher Griffin
    Applied Research Laboratory, Pennsylvania State University, University Park, Pennsylvania, USA.