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QIXXXX10.1177/10778004231184421Qualitative InquiryAlejandro and Zhao

Research Article
Qualitative Inquiry

Multi-Method Qualitative Text and


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© The Author(s) 2023

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DOI: 10.1177/10778004231184421
https://doi.org/10.1177/10778004231184421
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Audrey Alejandro1 and Longxuan Zhao1,2

Abstract
The growing interest in combining different approaches to qualitative text and discourse analysis has so far not been met
with adapted methodological resources. This article aims to address this gap by developing a methodological framework
for combining qualitative text and discourse analysis. First, we introduce four traditions that we identify as four families
of methods of text/discourse analysis with different logics: Discourse Analysis, Foucauldian Discourse Analysis, Thematic
Analysis, and Qualitative Content Analysis. Second, we review the literature to show how these methods have been
combined across disciplines and case studies. Third, we build upon existing literature to unpack the benefits and challenges
of multi-method text/discourse analysis, and offer strategies to help navigate the problems that may arise. Overall, this
article introduces multi-method qualitative text and discourse analysis (MMQTDA) as a methodological framework to
provide guidance and offer solid foundations for an emerging methodological conversation in qualitative text research.

Keywords
qualitative text analysis, discourse analysis, thematic analysis, qualitative content analysis, combining qualitative methods

Introduction text and discourse analysis (MMQTDA). Rather than con-


sidering qualitative text and discourse analysis methods as
Qualitative researchers have developed a wide range of a homogeneous field constructed in opposition to its quan-
methods of analysis to make sense of textual data, one of titative counterpart, we approach them in their diversity and
the most common forms of data used in qualitative research the complementarity of their tools, logics, and objectives. In
(Attride-Stirling, 2001; Cho & Trent, 2006; Stenvoll & this article, we review the existing literature to highlight the
Svensson, 2011). As a result, qualitative text and discourse benefits and challenges of MMQTDA and illustrate the
analysis (QTDA) has become a thriving methodological options available. Overall, this framework aims to support
space characterized by the diversity of its approaches (Gee researchers in expanding their methodological imagination
& Handford, 2013; Kuckartz, 2014; Schreier, 2012). In par- and critically exploring potential strategies adapted to their
allel, scholars have put forward the benefits of mixed- project. It also facilitates the legitimation, adoption, and
method research for text analysis on the basis that different implementation of MMQTDA. Finally, it offers a starting
traditions complement each other and can benefit the over- point for a collective methodological conversation cutting
all research process (Baker & Levon, 2015; Liu, 2019; across specific cases and disciplinary traditions.
Zhang, 2012). A growing literature seems to indicate an In doing so, this article expands on the literature focus-
interest in combining not only methods of text analysis ing on multi-method research design. While the term
across the qualitative/quantitative divide but also within the “multi-method” sometimes qualifies mixed-method proj-
qualitative tradition (Darbyshire et al., 2005; Massey et al., ects articulating qualitative or quantitative methods in
2006). However, this literature has so far been limited to specific ways (Blatchford, 2005; Hammond, 2005), we
empirical case studies rather than been developing method-
ological resources. In the absence of such resources, com- 1
London School of Economics and Political Science, UK
bining methods of QTDA has become a methodological 2
East China Normal University, Shanghai, China
problem that requires clarification: what are the approaches,
benefits, and challenges associated with such methodologi- Corresponding Author:
Audrey Alejandro, Department of Methodology, London School of
cal strategy? Economics and Political Science, Houghton Street, London WC2A 2AE,
This article aims to address this gap by introducing a UK.
methodological framework for multi-method qualitative Email: A.Alejandro@lse.ac.uk
2 Qualitative Inquiry 00(0)

approach multi-method research design as research that Four Approaches to Qualitative Text
combines “techniques from different methodological fam- and Discourse Analysis
ilies within a single study” (Seawright, 2016, p. 1) inde-
pendently of whether the methods are all qualitative or all This section introduces the logics of four approaches to
quantitative (see Kochan, 2016; Palakshappa & Ellen QTDA (summarized in Table 1 of the Supplementary mate-
Gordon, 2006). While mixed-method research has now rial) to reveal possible seams for their combination. Some
been established as a field of research in its own right of these approaches (DA, FDA) come as both an analytical
(Small, 2011, p. 60), combining methods other than “qual- framework and a set of methods. We define analytical
itative + quantitative” has yet to emerge as a collective framework as the coherent and explicit articulation of con-
conversation. cepts previously defined that help researchers inform
Promoters of multi-method research design have put for- research design decisions and guide their analysis. Existing
ward the benefits of such a methodological strategy. As theories can be turned into analytical frameworks for the
“research traditions exert a powerful influence over the scope of specific projects. As part of a DA or FDA, the con-
thinking of academic researchers” (Graham, 1999, p. 76), cept of discourse represents the core of the analytical frame-
they structure the way we think, which not only influences work, backed up by discourse theories the author mobilizes
results but also potentially builds in cookie-cut blinders in as well as articulated with other concepts that aim to opera-
our analysis that prevents us from fully grasping the com- tionalize the project empirically. We define methods as sets
plexity and nuances of the phenomena we study. To address of practices that disclose the underpinnings behind the
this issue, scholarship has promoted multi-method research research choices we make and offer overall structure, coher-
design as a way to prevent “methodological complacency” ence, and guidance regarding how we produce knowledge.
by inviting researchers to go beyond the entrenched domains Providing a whole demonstration of how to use QTDA
of inquiries dictated by their methodological traditions methods falls outside the scope of this article, and we
(Graham, 1999, p. 76). As such, “well-designed and well- strongly recommend that readers familiarize themselves
executed multi-method research has inferential advantages with how each method can be used individually before
over research relying on a single method” (Seawright, 2016, embarking on a multi-method strategy.
p. 1), for example by “establish[ing] missing links” that
connect different phenomena and assess them empirically”
Discourse Analysis
(Shibin et al., 2018, p. 908). However, while this literature
has successfully demonstrated the rationale for a multi- Since the 1980s, methods under the umbrella term of “dis-
method research agenda, it has not addressed yet qualitative course analysis” have gained popularity in the humanities
text and discourse analysis. and social sciences (Schiffrin et al., 2001; van Dijk, 1993).
Based on the idea that multi-method research design From discursive psychology to critical discourse analysis
combines different methodological traditions, our first step (CDA), approaches to DA all mobilize analytical strategies
is to identify the different methodological families within and techniques to understand how discourse—defined here
the field of qualitative text and discourse analysis. The first expansively as language in context—produces social con-
section, therefore, introduces four families that are repre- figurations and contributes to the (re)production of social
sentative of different ways of analyzing textual data qualita- and political orders. Rather than a strict rulebook, DA
tively: Discourse Analysis (DA), Foucauldian Discourse encompasses both an analytical framework—based on the
Analysis (FDA), Thematic Analysis (TA), and Qualitative idea that discourse plays a role in society and world poli-
Content Analysis (QCA). DA, TA, and QCA have been tics—and a set of methods of analysis to empirically inves-
selected because of their wide use, and FDA has been tigate this idea (Alejandro et al., 2023). In that sense, DA
selected to show how methods outside those most familiar aims to identify linguistic mechanisms and processes in the
can have interesting combinatory advantages. Each family socio-political context in which discourses are produced
represents both a specific logic of text analysis and com- and/or received to understand their role and potential
prises different methods that share this methodological effects.
logic. In the second section, we review the literature to As an analytical framework, DA approaches discourses
illustrate four ways of combining these methods: (a) QCA as social practices constitutive of identities, norms, and per-
+ TA, (b) QCA + DA, (c) DA + TA, and (d) FDA + other ceptions, which comprise both explicit and implicit dimen-
methods. In doing so, we provide an overview of how sions. As a set of methods, DA offers specific tools and
MMQTDA has been applied across diverse research prob- strategies to investigate these processes empirically. In
lems, disciplines, and case studies. Finally, based on this comparison to other methods of text analysis, DA is unique
literature review and our own experiences of implementing, in the flexibility of its implementation. This flexibility is
learning and teaching QTDA, we put forward the main both an asset as well as a challenge. While it enables
motivations, challenges, and strategies for implementing researchers to develop strategies specific to each project, it
multi-method qualitative text and discourse analysis. requires them to each time identify the tools best adapted to
Alejandro and Zhao 3

answer their research question, for example, by reviewing it, that is, these discourses have become naturalized
the empirical and methodological literature. As such, DA (Alejandro & Knott, 2022). Through this process, natural-
methodological guidelines oscillate between broad steps to ization contributes to producing a socio-discursive world in
organize the analysis—for example, Fairclough’s (1989) which people assume the only possible socio-political
well-established three-dimensional framework—and more options are those naturalized by the language they use. In
“bespoke” approaches (Alejandro et al., 2023), directing doing so, FDA pursues two main objectives both concerned
researchers to the rich DA toolbox and dictionary type lit- with the text-context relations: it aims to identify how spe-
erature already developed (see Baker & Ellece, 2011; Gee, cific discourses and power relationships have been co-con-
2014; Taylor, 2013). After mapping the contexts in which stituted historically and produce specific social and political
the textual material analyzed has been produced and/or orders; it also holds a reflexive/critical ambition through its
received (visual, textual, socio-historical, of utterance) and capacity to denaturalize naturalized discourses.
doing a preliminary analysis focusing on the explicit dimen- Practically, two main strategies are commonly imple-
sions of the texts (e.g., what is the text about?), researchers mented when using FDA as a method: genealogy and prob-
are encouraged to read and re-read the material. This itera- lematization. Genealogy is the most formalized method
tive process enables the inductive identification of trends or within FDA. Genealogy uncovers how discourses pervasive
mechanisms within the material (e.g., some voices seem across institutions, genres, and social groups are legitimized
excluded, some phenomena appear legitimized...) before and legitimize social norms and political orders. It takes as
looking for DA tools that would enable researchers to pro- a starting point the emergence of a new discourse and other
vide empirical evidence of these mechanisms to an audi- elements such as “institutions, architectural forms, regula-
ence. Researchers then systematically analyze the corpus tory decisions, laws, administrative measures, scientific
via the tools identified before writing the demonstration statements, philosophical, moral and philanthropic proposi-
mobilizing existing literature about discursive mechanisms tions” to trace “the system of relations that can be estab-
and elements of context to support their interpretation. lished between these elements” (Foucault, 1980, pp.
Doing so, DA supports in-depth analysis but with the trade- 194–228). Genealogy is therefore a multi-method research
off that the method is time-intensive which often results in design in itself as it combines textual and non-textual data.
the analysis of relatively small corpora due to feasibility. Problematization is a strategy through which researchers
identify implicit (problematic) taken-for-granted assump-
tions within a discourse. It is commonly understood as a
Foucauldian Discourse Analysis necessary step of genealogy, although it is also being used
Opinions differ as to whether FDA is a method of analysis outside of genealogical work. For example, across his
or a methodology (see Dias & Janjua, 2018; Hook, 2001 for works, Foucault (1965, 1979) problematizes the discourse
an illustration of the different positions). While we agree of madness as an illness to be cured by tracing the emer-
this tradition has been less formalized as a method than the gence of psychiatry as a medicalized discourse about mad-
others mentioned (see Dias & Janjua, 2018; Kendall & ness since the 18th century and the correlated constitution
Wickham, 1999 as examples of methodological literature of related architectural forms and judiciary reforms that
attempting to address this gap), we chose to include it as constitute psychiatry as a discursive institution productive
one of the four QTDA families introduced in this article of norms, subjectivities, and power relations.
nonetheless as it offers interesting research design opportu- Overall, FDA requires the use of big textual corpora as it
nities when used in combination. Despite sharing a similar aims to show how a discourse has become pervasive across
focus on discourse, we separate FDA from DA as it follows institutions. Its multi-method design is associated with a
a different logic than the DA family at large. clear analytical framework drawing from Foucault’s theori-
In line with other DA approaches, FDA comprises an zation of the role of discourse in society. It also provides a
analytical framework based on the concept of discourse— solid structure for investigating text-context relations, such
more strictly how it is mobilized in Foucauldian theories— as connecting textual elements from different sorts (e.g.,
with strategies for empirical operationalization. In contrast interview transcripts, legal texts) to macro elements (e.g.,
with DA methods that largely focus on unpacking specific neoliberalism and neoliberal institutions).
linguistic mechanisms within discourse, FDA focuses on a
discourse as the core of the research design, which Foucault
Thematic Analysis
(2002) refers to as a “discursive formation” (p. 34). More
particularly, FDA has tended to focus on naturalized dis- Different from DA and FDA which come with an analytical
courses based on the premise that some discourses (i.e., framework, TA is a method that formalizes the reading of
ways of speaking about the world) can become so pervasive texts by coding them (i.e., labeling/categorizing segments
for certain social groups in specific periods that these groups of text) to form and map themes for interpretation, making
lose their capacity to decenter themselves cognitively from our spontaneous approach to understanding textual data
4 Qualitative Inquiry 00(0)

more conscious and more rigorous. It aims to identify, ana- problem, theory or empirical priors. QCA thus consists in
lyze, and interpret “patterns of meaning” (Braun & Clarke, systematically classifying material (be it newspaper arti-
2012, p. 57) through the reading and re-reading of textual cles, books, adverts, etc.) as instances of the codes of a cod-
data: what is this data about? ing frame; asking whether a code is present or absent in
The conduct of TA begins with the coding of the textual each unit analyzed or in which frequency.
data. Codes represent “most often a word or a short phrase QCA is the more step-by-step method presented in this
that symbolically assigns a summative, salient, essence cap- article: from formulating research questions and hypotheses,
turing, and/or evocative attribute for a portion of language- to identifying variables and codes, to constructing a coding
based or visual data” (Saldaña, 2015, p. 4). Different types frame, and to pre-testing and testing the selected corpus
of TA have been developed throughout the years, such as under the guidance of the coding frame (Bernard et al., 2017).
two-cycle coding (Saldaña, 2015), six-stage data coding Due to its reduction attribute, QCA commonly requires a big-
(Fereday & Muir-Cochrane, 2006), and six-step thematic ger corpus than TA or DA to produce meaningful results; and
networks analysis (Attride-Stirling, 2001). Although it can as Elo and Kyngäs (2008) caution, QCA researchers should
follow different steps, the basic logic of TA, as we described consistently keep the research aims and questions in mind,
above, is a pattern-finding iterative process (Alejandro, otherwise, they are likely to get lost amid unexpected but
2020) that goes from identifying codes to grouping these exciting unrelated findings resulting from analyzing such a
codes into themes that these codes have in common. To take big corpus. In addition to being used as a deductive method,
Attride-Stirling’s (2001) demonstration as an example, con- different types of QCA have been developed to serve differ-
ducting TA should start with classifying textual data to con- ent purposes. Hsieh and Shannon (2005, pp. 1279, 1281,
struct thematic networks, then exploring these constructed 1283), for instance, put forward three traditions: “conven-
thematic networks to create patterns, and finally interpreting tional” QCA for “describ[ing] a phenomenon,” “directed”
the identified patterns. The use of thematic maps has also QCA for “validat[ing] or extend[ing] conceptually a theoreti-
been recommended to demonstrate the “salient themes” at cal framework or theory,” and “summative” QCA for “under-
different levels and illustrate “the relationships between standing the contextual use of the words or content.”
them” (Attride-Stirling, 2001, p. 388). Among the different traditions introduced in this arti-
While thematic networks are most often developed cle, QCA is the closest to a quantitative text analysis
inductively, some adopt a rather deductive approach, for approach. Positions vary as to what distinguishes QCA
example in the case when an applicable theory has been from quantitative content analysis. QCA has been histori-
identified before the coding (Fereday & Muir-Cochrane, cally developed to address the limits of quantitative con-
2006). The coding style—what to code for and how to label tent analysis (Kracauer, 1952). We align with Schreier
the code—is also subject to variation depending on the (2012) and others who posit that the distinction between
objective of the study, as brilliantly illustrated by Saldaña qualitative and quantitative content analysis is a matter of
(2015). Overall, TA does a good job at systematically map- degree (p. 14). We approach content analysis as a spec-
ping and organizing the topics within a body of texts, thus trum, the qualitative end of it being the most interested in
providing a holistic view of what is in this body of texts and mobilizing contextualization to support its interpretation
how to organize it to answer a research question. and acknowledging that codes are themselves interpreta-
tive devices at the core of analytical work. Overall, QCA
enables researchers to analyze relatively large corpora for
Qualitative Content Analysis
a qualitative method by assessing the presence/absence
Similar to TA, QCA is a method of analysis that does not and frequency of relevant elements. Such logic also facili-
come with a specific analytical framework. In contrast with tates producing comparative analysis, for example, to
TA, it is used to process specific aspects of a bigger corpus. identify the variation of contextual elements related to the
As Schreier (2012, p. 3) comments, QCA “will help you sources analyzed such as the socio-demographic charac-
describe your material only in certain respects which you teristics of interviewees or the political leaning of
have to specify.” She continues, QCA first “requires you to newspapers.
“translate all those meanings in your material that are of
interest to you into the categories of a coding frame,” and Combining Methods of Qualitative
second, “it has you classify successive parts of your mate-
Text and Discourse Analysis: A Review
rial according to these categories” (Schreier, 2012, p. 5).
The logic of QCA is a logic of reduction, as the construction of the Literature
of the coding frame aims to identify a set of codes—be them Based on our introduction of the logics and differences
simple phrases and words such as for TA, or numbers or among the four families of QTDA, this section makes explicit
letters—that enables the interrogation of only the aspects of the rationale and interest of different MMQTDA strategies.
the textual material relevant to the research question, Such strategies have been applied in some empirical case
Alejandro and Zhao 5

studies, however, much like the lack of methodological justi- enable her to not only focus on “the components of inter-
fication that had traditionally characterized early works in est”, but also to reveal “the inconsistencies or implicit
mixed-method research (Small, 2011, p. 71), few of these meanings with regards to attitudes” which “cannot be cap-
works justify explicitly why they do so. One exception needs tured in a summary content analysis.”
to be noted: studies combining QCA and DA are more likely Among different approaches for MMQTDA, the combi-
to have a more transparent methodological rationale. We will nation of QCA and DA can be considered relatively well-
start with this strategy and, based on interdisciplinary empiri- developed. As early as the 1980s, Achard (1987) provided a
cal examples, illustrates how MMQTDA has been imple- brief example to demonstrate the justification of introduc-
mented through different combinations. ing DA to content analysis to investigate economic texts; he
highlights that “discourse analysis offers an alternative to
forms of content analysis relying too much on intuition
Qualitative Content Analysis + Discourse without rejecting language phenomena or giving them an
Analysis excessively marginal place” (p. 31). Methodologists have
While QCA enables us to study large corpora, DA been trying to demonstrate the rationale and advantages of
approaches help us unpack the linguistic mechanisms at using QCA and DA in combination. As Hardy et al. (2004)
play and their potential socio-political effects. QCA pro- suggest, although the ontology and epistemology of content
vides breadth and DA provides depth, as DA supports a analysis and DA may conflict, when content analysis
close reading of the text and provides specific tools to evi- becomes more qualitative, the meaning of the text is
dence the implicit dimensions of meaning-making. These approached as no longer stable but flexible, making content
methods, therefore, complement each other well which analysis more compatible with DA. Echoing such an argu-
explains why they are often combined (Herrera & ment, Neuendorf (2004) claims that DA and content analy-
Braumoeller, 2004). sis provide each other with “clues” that stimulate better
Two main strategies are used to combine QCA and DA. research preparation and deeper research perspectives (p.
The first one uses DA as an analytical framework and QCA 35). Specifically speaking, for QCA, the addition of DA can
as a method. The results of QCA are interpreted through the bring a critical perspective to investigate meaning in con-
lens of discourse. For example, in their article about how the text, while for DA, the addition of QCA can provide a broad
Israeli government used social media to achieve strategic dataset to help researchers focus on the temporal and spatial
goals such as public diplomacy or propaganda, Heemsbergen changes in discourse (Feltham-King & Macleod, 2016).
and Lindgren (2014) realized the limits of approaching Based on this literature, it is thus not surprising that the
8,363 tweets and 28 images only via QCA. They pointed out combination of QCA and DA is often justified more trans-
how QCA could not “relate the network affordances of parently and explicitly than other MMQTDA combinations.
social media or map audience interaction” (Heemsbergen & Beyond this tradition, other approaches to MMQTDA have
Lindgren, 2014, p. 583), and thus supplemented QCA with been rarely explicitly justified by researchers.
DA to better support the contextualization of the data.
Adopting a slightly different approach, Hamid and Jahan Qualitative Content Analysis + Thematic
(2015) aim to “capture examples of identity representation”
through QCA based on “66 letters to the Editor of the Daily
Analysis
Star”, while using CDA to highlight “the production of texts Despite QCA and TA both relying on codes, these two tradi-
and refer to wider social issues to explain the discourses”; in tions might have the most complimentary logics among the
this way, exploring the mutual discursive construction of four traditions introduced. On the one hand, QCA aims at a
language, identity, and social divisions (pp. 81–83). reduction as it “will help you describe your material only in
The second strategy is to use DA as not only an analyti- certain respects which you have to specify” (Schreier, 2012,
cal framework but also as a method of analysis alongside p. 3). While codes for QCA can be created inductively
QCA. This combination of QCA and DA is the closest to the based on a pilot analysis, it is the tradition of text analysis
logic of mixed-method research among the four types of employed most commonly in a deductive way with the cod-
combinations introduced in the article. Starting with a ing frame generated based on prior literature and existing
DA-driven research question about how American national theoretical frameworks. On the other hand, TA provides a
identity is generated in different contexts, Bui (2022, p. 9) holistic view of the material that QCA precisely lacks. This
applied the two research methods in parallel: DA to detect approach is iterative and mostly inductive as it aims to sys-
“various features of discourse, including turn-taking tematically organize the themes within textual materials
between interviewer and participant, categorization, subject through different stages of reading/coding and re-reading/
positions, rhetorical strategies, and lexical fields”, and QCA re-coding the materials.1
to “determine the dominant components invoked in the To illustrate how the literature has combined QCA and TA,
interview transcripts”; in doing so, she believes this can we can refer to Zhao et al. (2022) who designed a QCA based
6 Qualitative Inquiry 00(0)

on existing research findings about gay men dating apps, to the interpretation of findings. For example, to identify
generalize the characteristics of Chinese gay men’s self-pre- how language learners construct their identity, Tian and
sentation on a question-and-answering web platform; while Dumlao (2020) apply Critical Classroom Discourse
using TA in a second stage of the research design to explore Analysis as an analytical framework and TA as a method
potential explanations behind the identified strategies, such as of analysis, to “analyse data and interpret findings induc-
privacy considerations, technoculture impacts, and platform tively and recursively” (p. 1445). Similarly, Liu (2020)
comparisons. As Linder and Seitz (2017) highlight, QCA can examines her corpus of translated news about Belt and
be used to “descriptively characterise” data and TA can be Road Initiative Summits in China “using qualitative the-
used to “identify commonalities” (p. 2729). In addition to matic analysis under the framework offered by CDA [crit-
sequentially combining QCA and TA to enrich the studies, ical discourse analysis]”, through which she demonstrates
researchers also adopt this strategy to answer different sub- how different social groups mobilize “different framings
questions. Joseph (2015), for instance, investigates the “the of the stories to implant their own interpretation of the
experience of nurses and nurse leaders in hospitals that enable events” (p. 399). Another example is Brooks et al. (2019)
creating and sustaining a climate for innovativeness” by who produce a “set of themes” for a more efficient DA on
describing the process through which new ideas are gener- the relationship between companion animals and their
ated, the situations that drive their emergence, and the forces owners who experience poor mental health (p. 328).
that stimulate their acceptance (p. 173). The complementary Accordingly, using TA and DA in combination can help
nature of QCA and TA thus offers possibilities for expanding researchers to more clearly distinguish between two lev-
research dimensions and better understanding research cases. els of interpretation of TA results, one that we can
Overall, researchers combining QCA and TA have put approach as “text as themes” and the other one as “text as
forward two main reasons for this MMQTDA strategy. On discourse.” For example, in their research on placentoph-
the one hand, Gouvias and Alexopoulos (2016, p. 643) agy, Botelle and Willott (2020) justify their use of DA as
highlight its interest in “triangulat[ing] the findings” based a complement to TA by arguing that “themes” could be
on the diverse perspectives that combining QCA and TA “analysed at a deeper level” which may be associated
can provide. On the other hand, Trautwein and Bosse (2017) with “broader social discourses” (p. 2).
showcase its use as a sequential research design, conducting In the second strategy, TA and DA are both used as
TA first to develop a coding frame for QCA. However, methods, often sequentially. Namely, TA is used as a first
MMQTDA research combining QCA and TA generally stage of DA, for example, to identify salient topics within
lacks explicit methodological justification. a body of texts as a preparatory stage for DA. An example
is Marciano’s (2014) research on transgender identity in
the online and offline world, in which they “classified
Thematic Analysis + Discourse Analysis texts into thematic categories” as a preparation to
In contrast with MMQDTA strategies combining the reduc- “grasp[ing] the general mind-set of the analysed arenas”
tive power of QCA with in-depth approaches such as TA through DA (pp. 829–830). Notably, this combination for-
and DA, combining TA and DA means combining two malizes a strategy already present in the DA literature (see
methods based on the close reading of all the textual mate- for instance van Dijk, 2001). Some authors have even
rials collected. What could be the benefits of combining coined the term “thematic discourse analysis” to refer to
these two (time-consuming) approaches? Here, the differ- this combination. For instance, authors like Potter and
ence lies within the type of insights the methods can pro- Wetherell (1987) suggest conducting a thematic level
vide. While DA unpacks language use in context and sheds analysis in DA to help the analysts understand more clearly
light on the processes through which meaning-making con- the “common threads and inconsistencies” (Singer &
tributes to the social construction of the world, TA focuses Hunter, 1999, p. 66) of the discourse being analyzed.
on themes: what is said. DA unpacks the implicit dimen- Like with other MMQTDA strategies, why and how DA
sions of discourse while TA provides a systematic strategy and TA are combined is often not explicitly justified. This
to organize mainly explicit thematic dimensions of lan- raises a particular concern regarding DA and TA, which
guage. In that sense, combining these methods helps to often follow a similar logic of valuing the depth of the study
make more rigorous, clear, and transparent, processes that and iteratively reading and re-reading textual data. Without
DA researchers have to undertake anyway at some stage of some clarification of the relationship between the TA and
their analysis and that many TA researchers would natu- DA, researchers may lose the original strengths of each
rally lean toward. We identify two strategies for combining method while combining them (more details about this risk
these approaches. in the sub-section “The Challenge of Dissolution”). Such a
The first strategy follows one of the logic expressed point is illustrated, for example, by articles where it is meth-
above that combines QCA with DA: DA is used as an odologically unclear what the authors do, both in terms of
analytical framework, guiding TA’s coding procedure and procedure and objectives.
Alejandro and Zhao 7

Foucauldian Discourse Analysis + One of the results identified with the other methods. Indeed, FDA offers
an analytical framework that bridges the micro level of state-
Other Approaches ments and the macro level of institutions and organizations
As the literature combining FDA with one of the three other that can help other methods go beyond their study of the
approaches is relatively small, we will introduce together in textual material.
this sub-section the combination of FDA with any of the Finally, it is important to stress that many scholars cite
other methods. FDA is considered difficult to learn and Foucault without conducting FDA, and therefore a QTDA
implement on its own, which may explain why its use that mentions Foucault is not necessarily multi-method.
within MMQTDA is not as common. However, it is notable For example, in the article “Being black, middle class and
that FDA combines well with other methods: it aims to the object of two gazes,” Canham and Williams (2016)
identify a discourse across many texts and how this dis- reference Foucault in their theoretical framework as a
course contributes to co-produce non-textual elements, foundational contribution to what they refer to as “the
while the other approaches focus on elements within texts white gaze” before proceeding to conduct TA. The article
(content, themes, and discursive mechanisms). is not MMQTDA.
In some cases, FDA is used as the analytical framework To conclude this section, the above review of these four
that helps make sense of and contextualize the results iden- combining strategies aimed to introduce different ways of
tified via the use of one of the other methods. For example, doing MMQTDA and illustrate how it has been done with
Cox et al. (2018) use QCA on 250 fire-related articles in a examples from across social sciences. Rather than aiming
Canadian journal that they interpret via FDA to “identify for exhaustivity,3 we hope it will provide a starting point for
the systems of meaning (i.e., the order of discourse) and more structured conversations and informed research design
institutionalised relations drawn on in the social construc- decisions.
tion of recovery as evidenced in the media texts” (p. 472).
In Ong’s (2019) article focusing on twenty interviews with
older New Zealand-based Filipina migrants, she conducts Benefits, Challenges, and Strategies
TA with FDA as an analytical framework to “investigate for Multi-Method Qualitative Text and
links between individual narratives and the discourses Discourse Analysis
around carework and aging” (p. 200). In other cases, schol-
arship demonstrates the interest in combining FDA and Based on our review of the literature and our experience in
other methods side by side. For example, Yamaner (2021) teaching and supervising graduate students using QTDA,
studies the discourses related to the social exclusion of we synthesize the benefits of MMQTDA as a research
Syrian refugee women in Turkey, using FDA and DA both design strategy. We then put forward what we identify as
as analytical methods and methods of analysis (namely the four main challenges of MMQTDA: the challenges of
combining a genealogy and a toolbox approach to DA dissolution, integration, writing up, and high implementa-
inspired by van Dijk’s work on news media).2 tion costs. We approach these challenges as the main poten-
Different advantages of combining the FDA with other tial obstacles, difficulties, and resistances commonly
methods can be put forward. On the one hand, FDA alone encountered when conducting MMQTDA and provide
does not offer close reading strategies to systematically ana- strategies to navigate and overcome them.
lyze texts in the way that methods such as TA and DA can
provide. As such, QCA, TA and DA can help structure and
Benefits
empirically strengthen FDA work. Indeed, the identification
of a discourse (the core logic of FDA) can be facilitated, for Multi-method qualitative text and discourse analysis research
example, by TA, through the close pattern-finding examina- is motivated by different objectives. Some of these benefits
tion of themes present in the material studied. The existence are similar to what methodological literature has put forward
of categories considered as markers of these discourses can regarding mixed-method research overall. In this regard, the
be confirmed via QCA, which is especially convenient con- first motivation is complementarity understood as the “ability
sidering that QCA aims to systematically investigate a spe- of one type of method to compensate for the weaknesses of
cific angle across large corpora. Finally, the empirical the other” (Small, 2011, p. 64), which helps “develop a fuller
demonstration of how the discourse identified co-produces picture of the research issue” (Hammond, 2005, p. 239).
socio-political order (e.g., through processes of naturaliza- Complementarity is illustrated, for example, by combining
tion, normalization, legitimation) can analytically gain from the depth of DA with the breath of QCA. A second motiva-
the precise demonstration of the discursive mechanisms at tion encountered in both MMQTDA and mixed-method
play that DA can deliver. On the other hand, FDA offers an research is confirmation. Also approached as cross-validation
analytical framework that helps structure the study of texts or triangulation (Ahmed & Sil, 2012), confirmation deals
to their context, which helps guide the contextualization of with the acquisition of additional evidence to increase the
8 Qualitative Inquiry 00(0)

validity of results. Namely, “the wish to verify the findings convincing results than the rigorous implementation of
derived from one type of data with those derived from any of these methods on their own. The dissolution of the
another” (Small, 2011, p. 63) leads to re-analyzing this data different approaches into a “bad mix” makes them lose
through different methods (Cole & Rioufreyt, 2021) and their specificity and therefore the added value they could
comparing the results. Finally, a third motivation encoun- otherwise potentially bring to the table in a successfully
tered in both MMQTDA and mixed-method research is the implemented multi-method research design.
opportunity to create further possibilities for research. As Based on our experience of seeing junior researchers and
Gil-Garcia and Pardo (2006) suggest, in the face of complex students struggle with this challenge, we identify three com-
social phenomena, the use of a multi-method approach allows binations that raise the most concerns. First, when combining
us to ask questions from a wider range of perspectives, thus DA and TA, some may find themselves stuck in an unsatis-
expanding our comprehension of the research case. Especially factory version of thematic DA, not being able to see any-
when expecting to complete a book-length work, such as a thing but themes and therefore incapable of demonstrating
Ph.D. thesis, considering the application of a multi-method the discursive mechanisms at play (i.e., identifiable through
approach can be enlightening. the use of DA tools such as negative descriptors, hyperboles.
In contrast, other types of motivations and benefits . .) while simultaneously not producing a systematic thematic
appear to be more specific to MMQTDA, and are less com- analysis either. Second, when combining QCA and TA, one
monly mentioned in the broader literature. First, the litera- may be confused by the nature and status of the codes as both
ture we surveyed illustrates the benefit of combining either methods operate through a coding process. In both
DA or FDA as an analytical framework with TA or QCA as approaches, coding refers to the interpretative process
a method of text analysis to facilitate the contextualization through which a segment of a text is summarized, synthe-
of the textual elements under scrutiny. Using the concept of sized, and signified by a short phrase or concept as a step in
discourse provides a theoretical background that can guide the analytical process. But the way researchers construct and
researchers in making sense of and interpreting the results mobilize these codes through the analysis is different between
found via TA and QCA, methods that provide a useful step- the two methods (see below and in first section of the article).
by-step approach but focus on the text without providing a Third, DA and FDA both approach text as discourse. What
framework articulating the textual results to their context of may raise confusion is that the concept of discourse is often
production or reception. Second, MMQTDA enables scal- approached differently both ontologically and methodologi-
ing up/zooming in the analysis when used in sequential cally between the two approaches. The common countable
research designs via a two-stage corpus construction. For use of the term “discourse” in FDA (discourses such as
instance, researchers may want to investigate if the results “medicine” and “feminist discourse” are made of multiplica-
they identify in a small corpus via DA or TA hold within a tion of statements) vs the uncountable use of discourse in DA
bigger sample (using FDA or QCA). Alternatively, research- (“language in context”, “language in use” as a dimension of
ers may want to bring focus to their FDA or QCA by explor- the social world building upon but also different from “lan-
ing a sub-sample of their corpus more in-depth via DA or guage” understood as a system of communication using signs
TA. and symbols) might explain the confusion.
To address these challenges, on the one hand, we encour-
age researchers to put the MMQDTA on pause, go back to
Research Design Challenges and Strategies to
the methodological literature about the different methods,
Overcome Them and start implementing only one of the methods on their
The Challenge of Dissolution. Considering that the main project first. Once the analysis is re-centered on one single
rationale for multi-method analysis is to combine different method and starts producing meaningful results, then one
traditions so their specific logic can mutually benefit the can reintroduce the combination aspect. On the other hand,
overall research design, the first challenge researchers we invite researchers to distinguish clearly the differences
may encounter is to lose the specificity of each tradition in between different use of “code” and “discourse” before
the process of conducting research. This is what we refer implementing MMQTDA:
to via the metaphor of “dissolution”: the risk of dissolving
the specificity of each method when combining them. This - In TA, the process of constructing codes is mainly
may, for instance, occur when researchers are not confi- inductive, structuring what one would do when
dent or mature in the practice of one or both approaches reading normally, to subsequently build an analyti-
and end up inadvertently merging all of them through their cal pyramid, bottom-up, from codes grouped into
implemention. To put it more directly, doing a half-baked themes themselves grouped into global themes.
DA combined with a half-baked TA (because the Codes are revised through iterative re-readings of
researcher might be confused regarding the differences the texts or during the stage of grouping them into
between the two approaches) is more likely to yield less themes and may therefore evolve both in scope and
Alejandro and Zhao 9

labeling. They are not used in a coding frame like in Finally, one has to figure out the temporal relation
QCA. Indeed, even when the codes of the coding between the different methods; whether the methods will
frame are be identified inductively in QCA, these be used (a) sequentially (one method used after the other),
codes will then be used deductively to categorize (b) iteratively (one alongside the other going back and
whether yes or no, or according to which frequency, forth and informing each other), or (c) independently from
the unit chosen for analysis (e.g., a newspaper arti- one another (the timing/order does not matter, no specific
cle, a book title, a paragraph) contains the content relation between them) (see the Supplementary Material
this code aims to capture. for a table summarizing the trade-offs regarding these dif-
- In FDA, the unit at the core of the research design is ferent options).
“a discourse” (or what Foucault refers to as a “discur-
sive formation”) while in DA, the focus of analysis is The Challenge of Writing Up. This challenge might not be the
usually discursive mechanisms within discourse as most difficult to overcome, yet based on our experience, it
identifiable by DA tools (e.g., somatization, individu- is commonly experienced as problematic by junior research-
alization, blame re-assignment). ers engaging MMQTDA. The question relates to how to
write the results/analysis section when combining different
Overall, we encourage researchers not to combine meth- methods of analysis. Similar to the writing challenges
ods until they are comfortable using these methods sepa- encountered when putting into writing comparative analysis
rately to avoid running the risk of inadvertently collapsing (Sa Vilas Boas, 2012), converting a multi-dimensional
them and creating confusion within their analysis. research design into linear writing is not self-evident. We
suggest three writing strategies for the results/analysis sec-
The Challenge of Integration. This challenge deals with the tion of a MMQTDA project.
problems raised when “integrating” different methods of In the first strategy—method by method, the results iden-
analysis within a coherent research design. By integration tified by different methods are presented one after another,
we mean the practical ways in which the research has to with, for example, one sub-section focusing on the result of
articulate and make sense of elements of the different meth- QCA and another section focusing on the results of TA. This
ods at different stages of the project (for alternative con- strategy is adapted, for example, when two methods are used
cepts to “integration,” such as “linking” or “meshing”, see as methods of data analysis (rather than DA being used as an
Mason, 2006). When and how to integrate can often make analytical framework). It is also useful when the results lead
researchers confused and stuck. to different outcomes. In that case, a third sub-section or dis-
To overcome such obstacles, we map below three dimen- cussion section is required to offer an overarching explana-
sions of research design that need to be taken into consider- tion capable of making sense of the tension existing between
ation, which we encourage researchers to use to brainstorm the findings yield from the different methods. A second writ-
decisions related to integration. For each dimension, we ing strategy—argument after argument—consists in writing
make transparent the different research design options the different arguments supporting the answer to the research
available to researchers to help them integrate the methods question one after the other, with evidence from the different
they combine in a more conscious and informed way. methods included as support for each argument. This strat-
The first decision to take regarding the integration of the egy is particularly useful when the results of the different
methods deals with the methods’ relation to the data. methods align/support each other or when FDA/DA is used
Researchers can, for instance, analyze (a) the same dataset as an analytical framework to bring depth or expand the
(e.g., for triangulation), (b) an exploratory sample before understanding of the results identified via another method.
constructing the main dataset (e.g., using a pilot analysis to The third strategy we suggest—question by question—deals
identify patterns in the data that will inform the sampling with projects where different sub-questions need to be inves-
strategy), (c) the main sample and then a sub-sample (e.g., tigated independently to be able to answer the main research
to bring depth or focus on a certain result), and (d) the main question. In that case, the writing of the different sections of
sample and then scale it up (to generalize). the analysis is organized around the sub-questions and how
A second decision related to integrating the methods much evidence from each method will be used in each sec-
deals with the relation between the analytical tools of each tion depends on the relevance of the respective findings.
method. These could, for example, (a) be independent of Beyond the writing of results, we would also like to
each other (in the case of triangulation), (b) build on each encourage readers in strengthening the writing of their
other (e.g., when one uses TA to develop codes for the QCA methodological section when it comes to MMQTDA. First:
coding frame), and (c) complement each other with one act- the what, defining the methods they chose will help the
ing as the analytical framework (DA or FDA) and the other readers navigate the logic of the combination within the
as the method per se understood as operationalizing device possible MMQTDA strategies. Second: the why, making
(e.g., TA and QCA). (more) explicit the reasons behind why they chose to
10 Qualitative Inquiry 00(0)

combine different methods of QTDA will make their MMQTDA, we aimed to provide researchers with a method-
research design strategy more convincing. Third: the how, ological framework they can use as a brochure to guide their
unpacking the procedure they implemented will make their MMQTDA endeavors. We gave a concise introduction to
research process more transparent. So far, literature mobi- four main approaches to QTDA: DA, FDA, TA, and QCA.
lizing MMQTDA has not reached the quality standards We then demonstrated how they have been used in combina-
regarding justification and demonstration expected in more tion through a review of existing studies. Finally, we detailed
traditional—single—analysis methods such as thematic the main benefits and challenges we identify when it comes
analysis. to MMQTDA and how these can be solved in practice.
Our review of the empirical literature mobilizing
The Challenge of High Implementation Costs. The final chal- MMQTDA shows a growing interest and acknowledgment
lenge identified deals with the cost-benefits of using a of the benefits of this multi-method strategy. However, we
multi-method research design. Considering MMQTDA has believe the methodological standards for MMQTDA still
a higher setting up regarding training, and is more difficult have to catch up with what is currently expected both for the
and time-consuming to operationalize, is it worth imple- single use of methods of QTDA and mixed-method research.
menting? This challenge is not specific to MMQTDA and Indeed, the justification of this research design strategy is
might be valid for any research design that is more complex rarely present, and the procedure through which it has been
than what the easiest project may look like. Nonetheless, it implemented is often not transparent. We hope that this
can be more acutely experienced for MMQTDA than for article can contribute to addressing this situation by facili-
more established approaches such as mixed-method text tating access to the rationale beyond MMQTDA as well as
analysis because established paradigms might be easier to legitimizing this strategy by demonstrating it is already
get published than emerging ones and the potential sym- used across different disciplines and case studies.
bolic capital resulting from their publication might be more
readily perceived. For example, the relevance of MMQTDA Declaration of Conflicting Interests
might be questioned by reviewers and editors potentially The author(s) declared no potential conflicts of interest with
not used to such a combination or specialized in only one of respect to the research, authorship, and/or publication of this
the methods and finding the other one superfluous as a article.
result. The cost might also be more clearly perceived
because the lack of clearly defined guidelines for quality Funding
standards might make the implementation of MMQTDA The author(s) disclosed receipt of the following financial support
more stressful and researchers might potentially feel more for the research, authorship, and/or publication of this article:
isolated and doubtful along the way. Financial support was provided by the Chinese Scholarship
Taking into account Robson and McCartan’s (2015) Council Funding, (ID: 202206140109) to Longxuan Zhao for this
comment that “advocates of multi-strategy designs are project.
evangelical in their zeal” (p. 175), we want to caution
readers against the idealization of MMQTDA. When it ORCID iD
comes to research design, the more is not always the bet- Audrey Alejandro https://orcid.org/0000-0002-3675-8986
ter, and excellence does not necessarily lay in the multipli-
cation of things to do, especially in times when many Supplemental Material
researchers experience overwork. When considering con-
ducting MMQTDA, one needs to ask themselves whether Supplemental material for this article is available online.
this strategy is actually worth it. Balancing feasibility and
reasonableness versus the necessity and comparative Notes
advantages each method brings for the project. In a word, 1. We would like to underline the existence of the term “the-
you want to make sure that MMQDTA increases the qual- matic content analysis” as it might confuse readers. In our
ity of your research, rather than multiplies time-consum- review of literature, we identify three uses of this term, none
ing steps and complicates the research in a project without of which equate multi-method research design combining
a convincing justification. If so, then do not hesitate to QCA and TA: 1) to simultaneously refer to both thematic
analysis and content analysis, such as the “handbook of the-
convincingly justify your choice of combining methods of
matic content analysis” edited by Smith et al. (1992); 2) to
QTDA in your methodological section! refer to a kind of content analysis that accentuates on devel-
oping the coding book through identifying specific themes;
Conclusion 3) to refer to thematic analysis on specific textual content as
illustrated with Anderson (2007).
Having realized that many researchers, especially junior 2. More precisely, Yamaner’s article combines FDA with
ones, are confused about how to design and conduct critical discourse analysis, which is a type of DA whose
Alejandro and Zhao 11

conceptualisation of discourse has traditionally stemmed Canham, H., & Williams, R. (2016). Being black, middle class and
from the Foucauldian theorisation of the concept, which the object of two gazes. Ethnicities, 17(1), 23–46.
means that both methods are particularly amenable to being Cho, J., & Trent, A. (2006). Validity in qualitative research revis-
combined. ited. Qualitative Research, 6(3), 319–340.
3. To cite only but one example of MMQDTA combining other Cole, A., & Rioufreyt, T. (2021). Inquiry on territorial governance
methods than those illustrated in this article, Gredel (2017) in Brittany and Wales: Reanalysis of qualitative data by using
combines FDA and digital conversation analysis in her CAQDAS in a comparative setting. Qualitative Research,
research on Wikipedia and its collaborative nature. 21(4), 586–602.
Cox, R., Long, B., Jones, M., & Handler, R. J. (2008). Sequestering
of suffering: Critical discourse analysis of natural disaster media
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Alejandro and Zhao 13

Author Biographies Longxuan Zhao (MSc) is a PhD candidate in Sociology at East


Audrey Alejandro (PhD) is Assistant Professor of Qualitative China Normal University and is currently a Visiting Research
Text Analysis at London School of Economics and Political Students in Social Research Method at London School of
Science, working at the crossroads of International Relations, Economics and Political Science. His research interests lie in
Sociology, and Political Science. She works on the role of knowl- digital technologies, interpersonal communication, and sexual-
edge and discourse in society and world politics. Her recent work ity studies. His work can be found in such journals as
has been published on such journals as International Studies Chinese Journal of Communication, International Journal of
Review, International Journal of Qualitative Methods, and Communication, and China Youth Study. Email: 52203500004@
European Journal of International Relations. stu.ecnu.edu.cn.

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