December 4 and 5, 2017
Exploring the “Mix” in Mixed Methods Research: Meeting the Challenges of Data Integration with Margarete Sandelowski , Carrboro, NC

December 6, 2017
Analytic Transitions: Integration and Bridging in Qualitative Analysis with Ray Maietta and Paul Mihas, Carrboro, NC




Monday, December 4 – Tuesday, December 5, 2017

Instructor: Margarete Sandelowski

This course is focused on the data analysis and integration phases that define the “mix” in mixed methods research but that pose the most challenges to those wanting to conduct truly mixed methods studies.

Points of emphasis include:

  • The idea of data as transformable expressions of experience (not as either qualitative or quantitative)
  • The different natures of what are commonly referred to as qualitative and quantitative data
  • The challenges that varying theoretical, sampling, and data collection imperatives pose for analyzing and integrating the data produced from them
  • Approaches for combining or integrating these data including the quantitizing of so-called “qualitative” data and the qualitizing of so-called “quantitative” data.

The course is appropriate for those with basic knowledge of qualitative and quantitative research approaches. Although there will be some overlap with the QRSI course Foundational Principles of & Approaches to Mixed Methods Research, past participants of that course will also benefit from a more intensive focus on data integration offered in this course. In order to secure the most out of this course, participants are strongly advised to submit questions, problems, and concerns regarding their own mixed methods data analysis projects in any stage of progress.

Wednesday, December 6, 2017

Instructors: Ray Maietta and Paul Mihas

One of the most challenging aspects of any qualitative analysis project is a phase some researchers call “The Analytic Black Hole”: the post-coding phase.  The goal of this course is to eliminate the possibility that an analytic black hole could even exist by introducing and emphasizing key tools to use from the onset of data analysis; these tools are designed to unearth, understand and evolve key analytic transitions that depict the perceived reality of the lives of our project participants.

The tools featured in this course are core features of ResearchTalk’s Sort and Sift, Think and Shift data analytic process.  We will highlight the role of using key data segments (or “pulse” segments) as directive analytic objects. Episode profiles, holistic diagrams capturing relationships among pulse segments, will be emphasized as tools to understand the importance of context in the lived experience of our participants.  Memo writing and diagramming will be featured as tools that guide active topic monitoring (as an engaging alternative to coding).

We will present strategies to explore as your project progresses, including “ecotones”–places in data that are rich, ambiguous, and function as bridges in understanding.  Wikipedia defines an ecotone as a transition area between two biomes, where two communities meet and integrate. We will translate this idea to narratives, themes and topics in data that work together to elucidate the processes of lived experience.  Like ecological ecotones, data transitions are sometimes stark and clear and at other times they can be obscured or gradual.  Three Sort and Sift “bridging” tools direct this analytic process: Mining, the Story Evolution Tool and the Concept Combination Tool. The Sort and Sift, reflective tools of memo writing and diagramming guide our use of bridging tools that facilitate the discovery and development of analytic transitions.



Margarete Sandelowski is Boshamer Distinguished Professor Emeritus at the University of North Carolina at Chapel Hill School of Nursing. She has directed and was principal faculty in the summer programs in qualitative and mixed methods research offered through the Center for Lifelong Learning at the School of Nursing. She has published widely in refereed nursing, interdisciplinary health, and social science journals (e.g., Field Methods, Journal of Mixed Methods Research, Qualitative Health Research, Research in Nursing and Health, Social Science and Medicine) and anthologies in the domains of gender and technology, and qualitative and mixed methods research (both primary research and research synthesis). Her works have been translated into Spanish and Japanese.

Among her books are Handbook for Synthesizing Qualitative Research (Springer, 2007) and With Child in Mind: Studies of the Personal Encounter with Infertility (University of Pennsylvania Press, 1993), which was awarded the 1994 Eileen Basker Memorial Prize from the Society for Medical Anthropology of the American Anthropological Association. Among her book chapters are “Synthesizing Qualitative and Quantitative Research Findings,” by M. Sandelowski, C.I. Voils, J. Crandell, and J. Leeman in Routledge International Handbook of Qualitative Nursing Research, edited by C.T. Beck (Routledge, 2013); “On Quantitizing,” by M. Sandelowski, C.I. Voils, and G. Knafl in Sage Quantitative Research Methods: Vol.1. Fundamental Issues in Quantitative Research, edited by W.P. Vogt (Sage Publications, 2011); “Current Practices and Emerging Trends in Conducting Mixed-Methods Intervention Studies in the Health Sciences,” by M. Song, M. Sandelowski, and M.B. Happ in Sage Handbook of Mixed Methods in Social and Behavioral Research (2d ed.), edited by A. Tashakkori and C. Teddlie (Sage Publications, 2010); “Writing the Proposal for a Qualitative Research Methodology Project,” by M. Sandelowski in Qualitative Research 2 (vol. 2), edited by A. Bryman (Sage Publications, 2007); “Tables or Tableaux? Writing and Reading Mixed Methods Studies,” by M. Sandelowski in Handbook of Mixed Methods in Social and Behavioral Research, edited by A. Tashakkori and C. Teddlie (Sage Publications, 2003).

Dr. Sandelowski has been awarded as principal investigator four 5-year R01 grants from the National Institutes of Health in the qualitative and mixed methods research domains. She has served on NIH and other grant review panels, and contributed to the NIH Office of Behavioral and Social Science Research Working Group that resulted in the 2011 Best Practices for Mixed Methods Research in the Health Sciences. She was inducted in 2015 into the Sigma Theta Tau International Nurse Researcher Hall of Fame.


Raymond C. Maietta, Ph.D. is president of ResearchTalk Inc., a qualitative research consulting company based in Long Island, New York and Cary, North Carolina. A Ph.D. sociologist from the State University of New York at Stony Brook, with postdoctoral training at Indiana University, Ray’s interests in the art of qualitative research methods motivated him to start ResearchTalk in 1996. ResearchTalk Inc. provides project consultation and co-analysis services on all phases of qualitative analysis to university, government, not-for-profit, and corporate researchers.

More than 20 years of consultation with qualitative researchers informs Dr. Maietta’s publications and a current methods book he is writing:

  • “Systematic Procedures of Inquiry and Computer Data Analysis Software for Qualitative Research,” co-authored with John Creswell, in Handbook of Research Design and Social Measurement (Sage Publications, 2002)
  • “State of the Art: Integrating Software with Qualitative Analysis” in Applying Qualitative and Mixed Methods in Aging and Public Health Research, edited by Leslie Curry, Renee Shield, and Terrie Wetle (American Public Health Association and the Gerontological Society of America, 2006).
  • “The Use of Photography As a Qualitative Research Method” in Visualizing Social Science, edited by Judith Tanur (Social Science Research Council, 2008).
  • “Qualitative Software” in the Sage Encyclopedia of Qualitative Research Methods, edited by Lisa Given (Sage Publications, 2008).
  • “Integrating Qualitative and Quantitative Analysis with MAXQDA” in Journal of Mixed Methods (Sage Publications, April 2008)
  • “The Symbolic Value and Limitations of Racial Concordance in Minority Research Engagement”, co-authored with Craig S. Fryer, Susan R. Passmore, et al., in Qualitative Health Research, March 13, 2015 (Sage Publications)
  • Sort and Sift, Think and Shift, (Guilford Press) in progress.

Ray’s work invites interactions with researchers from a range of disciplinary backgrounds. He is an active participant at conferences around the country including invited presentations at American Evaluation Association, American Anthropological Association, and American Sociological Association.


Paul Mihas is a senior social research associate specializing in qualitative research at the Odum Institute for Research in Social Science at the University of North Carolina at Chapel Hill. In this role, he regularly advises graduate students and faculty on qualitative methods, software, and strategies for analysis. He is the former managing editor of Social Forces, a journal of sociology published at the University of North Carolina Press. As a qualitative analysis consultant with ResearchTalk (since 2001), Mihas has lectured on qualitative methods and strategies for analysis at several universities, including the University of Puerto Rico, Howard University, and Temple University. He has also served as faculty at the annual Qualitative Research Summer Intensive and a mentor at ResearchTalk’s Qualitative Data Analysis Camps. His interests include memo writing as a stand-alone method; his current research focuses on cancer survivors and metaphors for illness and the body. Mihas received an M.A. (1989) from the University of North Carolina at Chapel Hill. Mihas is a co-author on Dr. Ray Maietta’s Sort and Sift, Think and Shift forthcoming publication.



Exploring the “Mix” in Mixed Methods Research: Meeting the Challenges of Data Integration – December 4-5, 2017

  • 9:30 am – Classes begin
  • 12:00 pm – 1:30 pm – Lunch
  • 4:00 pm – Classes end

Analytic Transitions: Integration and Bridging in Qualitative Analysis – December 6, 2017

  • 9:30 am – Classes begin
  • 12:00 pm – 1:30 pm – Lunch
  • 4:00 pm – Classes end



  • December 4-5: Exploring the “Mix” in Mixed Methods Research: Meeting the Challenges of Data Integration

*Early Registration Fee = $490.00
**Standard Registration Price: $550.00

  • December 6: Analytic Transitions: Integration and Bridging in Qualitative Analysis

*Early Registration Fee = $245.00
**Standard Registration Price: $275.00

*Early Registration ends Wednesday, November 8, 2017
**Standard Registration ends November 21, 2017


Registration Notes

  • All payments should be made to “ResearchTalk
  • Seats for courses are not officially held until payment is received in full.
  • If full payment is not received the day before courses begin, your registration will be canceled and you will not be able to attend courses.


Venue and Accommodations
Hampton Inn & Suites Chapel Hill-Carrboro/Downtown
370 East Main Street, Unit 100
Carrboro, North Carolina 27510
Phone: 919-969-6988

  • Website for hotel reservations:  click here.
    • The ResearchTalk room rate is $ 124 per night plus tax.
    • The ResearchTalk room rate will be available until Monday, November 6, 2017, or until the group block is sold-out, whichever comes first.