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How to develop a thematic framework - MY BEST ADVICE + coding in NVivo 12 thumbnail

How to develop a thematic framework - MY BEST ADVICE + coding in NVivo 12

5 min read

Based on Qualitative Researcher Dr Kriukow's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

A thematic framework should communicate both the study’s aims and the findings through the names and structure of main themes/categories and subthemes/child codes.

Briefing

A thematic framework should function like a self-contained map of both the study’s purpose and its findings—so a researcher shouldn’t need to re-read full transcripts to understand what matters. As coding develops in NVivo 12, the workflow shifts from building codes by scanning the data to “reading” the data through the coding framework: opening a specific code and reviewing the extracts assigned to it, rather than repeatedly opening and scrolling through entire interview documents.

That principle drives the practical advice in the lesson. The coding structure—how main themes/categories and their subthemes/child codes are organized—should communicate two things at a glance. First, it should make the study’s aims legible through the names and arrangement of the main themes. Second, it should make the findings visible through the wording and structure of subthemes/child codes, so someone reviewing the NVivo project file could infer what the research focused on and what was found without reading the raw interviews.

The second half turns to NVivo mechanics for “reading your codes,” starting with a basic navigation problem: knowing which parts of a transcript have already been coded, and which codes were applied there. NVivo can highlight coding in the source, but the lesson warns that this depends on whether the source was turned into a “case.” When sources are converted into cases, selecting “highlight all coding” can backfire because the entire transcript becomes coded under the case node—making everything look coded and obscuring the real, substantive codes.

To avoid that, the recommended approach is to highlight coding for selected items and manually choose only the actual codes created (excluding the case node). Once the coded segments are highlighted, a second NVivo feature—coding stripes—adds the missing layer: it shows, next to each coded extract, which specific codes were applied. In the example, different extracts carry different labels (e.g., “overwhelmed” and “creativity”), and the coding stripes can also reveal longer spans associated with a particular code.

Finally, the lesson shows how to read what each code contains inside the coding framework. In the Codes folder, a researcher can open a code (via double-click or right-click → “open node”) to view all extracts assigned to that code. NVivo provides multiple views for interpreting a code: a reference view for locating where it appears, a summary view that reports how many references and the coverage percentage (how much text the code spans), and a text view that becomes especially useful as the number of codes and files grows. With these tools, the coding framework becomes navigable—each code acts like a doorway into the relevant evidence—setting up the next step of refining the framework by decoding and merging codes.

Cornell Notes

The lesson argues that a thematic or coding framework should tell the story of the data and the research aims, so others can understand the focus and findings without reading full transcripts. In NVivo 12, “reading your codes” means opening a code to review its extracts rather than repeatedly scanning entire documents. To navigate efficiently, NVivo can highlight coded segments, but highlighting “all coding” can be misleading when sources are turned into cases because the whole transcript becomes coded under the case node. The workaround is to highlight coding for selected items (choose only the real codes) and use coding stripes to see which codes were applied to each extract. Code nodes can then be opened to inspect their contents via reference, summary, and text views, including coverage percentages.

What does “reading your codes” mean once a thematic framework is already emerging?

It means shifting from scanning entire transcripts to reviewing evidence through the coding framework. Instead of opening and scrolling through the whole interview, a researcher opens a specific code node and reads the extracts assigned to that code. As familiarity with the framework grows, the coding structure becomes a shortcut for locating relevant data and interpreting what the study found.

Why can “highlight all coding” fail in NVivo when sources are turned into cases?

When a source is converted into a case, NVivo treats the case as a code (historically called a case node). Selecting “highlight all coding” then highlights the entire transcript under that single case code, making it look like everything is coded. That hides which segments were coded with the actual substantive codes the researcher created.

What is the recommended method to see which transcript parts were coded with real codes?

Use “highlight coding for selected items” and manually select only the codes that were created (not the case node). After applying this selection, the transcript shows which extracts are coded with those real codes, making it possible to track coding progress and coverage.

How do coding stripes help during code reading?

Coding stripes display the specific codes applied to each coded extract directly alongside the text. After highlighting coded segments, coding stripes reveal which extract is linked to which code (for example, one extract marked with “overwhelmed” and another with “creativity”), and they can show longer spans tied to a particular code.

What are the main views for inspecting a code node, and what does each add?

After opening a code node, NVivo offers: (1) a reference view for seeing extracts and jumping to where the code appears in files; (2) a summary view showing counts of references and coverage percentage (how much text the code covers); and (3) a text view that lists files and codes in a way that becomes especially helpful as the project grows with many codes and documents.

Review Questions

  1. How should a thematic framework be structured so that someone can infer both the study aims and the findings without reading the raw transcripts?
  2. What problem arises when highlighting “all coding” after converting sources into cases, and what setting avoids it?
  3. Which NVivo features would you use to (1) identify coded segments and (2) see which specific codes were applied to each segment?

Key Points

  1. 1

    A thematic framework should communicate both the study’s aims and the findings through the names and structure of main themes/categories and subthemes/child codes.

  2. 2

    As coding matures, reading should shift from scanning entire transcripts to opening specific code nodes and reviewing their assigned extracts.

  3. 3

    In NVivo, highlighting “all coding” can become unhelpful after converting sources into cases because the case node codes the whole transcript.

  4. 4

    Use “highlight coding for selected items” and manually select only the substantive codes you created to see real coded segments.

  5. 5

    Use coding stripes to display which specific codes were applied to each coded extract.

  6. 6

    Open code nodes from the Codes folder to inspect their contents, using reference, summary, and text views (including coverage percentages).

Highlights

A coding framework should be understandable on its own: the structure should reveal what the research focused on and what was found.
Converting sources into cases can make “highlight all coding” highlight everything, because the case node acts like a code.
Coding stripes provide the missing detail by showing which codes apply to each coded extract right next to the text.
Reference, summary, and text views turn each code node into a navigable evidence set, including coverage metrics.

Topics

Mentioned

  • NVivo 12