TWE: Create Template Issue: Rapid Qualitative Analysis (RQA): Pre-process

[pandanista]

Overview

We need to create a template issue for TWE: Research: Rapid Qualitative Analysis (RQA): Pre-process (named in the format as TWE: Role: Direct Object: Action Verb)] so that we have a consistent, transparent, defined, and self-supporting structure for people creating them.

Action Items

Customize this issue

• Customize this issue by adding the Name of Issue Template.
  • Note: An issue template's name is different from the issue title created from the template.
  • Search for [Replace NAME OF ISSUE TEMPLATE] by using the browser search (Mac: ⌘+F; PC: Ctrl+F)
  • Replace the keyword string (including text and the brackets) below with the name of your issue template according to the template naming convention: TWE: Role: Direct object: Action verb
    • The role is the primary owner of the issue template (e.g., Research, Design, Product)
    • Direct object should be the item that we're updating or working on (e.g., Wiki, Interviews, Roadmap)
    • Action verb should be the main descriptor of the action items (e.g., Update, Create, Transcribe)

Customize the issue settings (located in right sidebar)

Change the issue settings to ensure the issue is properly categorized and easy to manage.

• Under Assignees, assign yourself.
• Under Projects, choose gear, choose Repository, and choose TWE: Project Board.
• Add the milestone: Project Management
• Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.

Customize template draft

Create a draft of new template, which will be known as our "draft".

• Copy resource 1.01 Content to copy for draft to a new comment on this issue.
• In your draft, fill out the top part (called front matter) with the following information. See resource 1.02 Front Matter Resources section below for definitions and examples.
  • Name
  • About
  • Title
  • Labels
• Define any Dependencies (or remove the dependency section if there is no dependency)
• Customize the Overview section
• Fill out the Action Items section (in your draft) by defining the steps that are required to be done, keeping the following in mind:
  • The person working on this issue might be new to the org, so the issue should be able to be worked on without any prior knowledge
  • If the person needs to add links, or put documents in specific locations, the place where they can do that action must be linked in the resources section
    • The links in the resources section provided by the issue creator should be in the same order as the Action Items
    • Refer to resource 1.03 Example Action Items for Finding Wiki Page and Template for an example of how to write clear instructions that avoid compound steps (steps within a step).
  • Number each resource in the order each resource appears in the Action Items
    • Group resources into numbers and decimals (e.g., Resource 1.01, Resource 2.01)
    • Group the resources based on whether they are available when making the issues or they need to be created from this issue
      • If the resource is available, then group it under the Resources for creating this issue section (e.g., Resource 1.01, Resource 1.02, Resource 1.03)
      • If the resource will be delivered or created from this issue, then group it under the Resource links gathered during the making of this issue section (e.g., Resource 2.01, Resource 2.02, Resource 2.03)
• If documents or folders (sheets, docs, presentations, dashboard, etc.) will be created, find the document template that should be used by checking resource 1.04 WIKI Templates by role pages.
  • If there is a template
    • Add a link to the template into the #### Resources for creating this issue section of your draft
  • If there is no template yet
    • Put a placeholder into the #### Resources for creating this issue section of the draft [TWE: Template Issue: [Role]: [Replace ACTION VERB][Replace DIRECT OBJECT]
• Get sign-off by Product on the draft

If this is for a template draft that needs testing at a later stage, please use the following handoff steps:

• Add feature: template creation (step 1) to this issue
• Once the template draft is finished, assign a team member or yourself to create testing issues
• Once the testings issues are completed, get sign-off by Product on the template draft
• Create or update the template issue on the repo
• Add the link to the new issue template once created to resource 2.01. Find by clicking on the Get started button to the right of the new template listed on new issue page
• Update the appropriate place in the wiki for your template (see resources section)

Resources/Instructions

Resources for creating this issue

• 1.01 Content to copy for draft

Draft of template issue for `TWE: Research: Rapid Qualitative Analysis (RQA): Pre-process`
---
**name:** TWE: Template Issue: [Replace ROLE]: [Replace ACTION VERB][Replace DIRECT OBJECT]
**about:** This issue helps you structure your template issue to be consistent with our other template issues in [Replace DIRECT OBJECT]
** title:** TWE: [Replace ROLE]: [Replace DIRECT OBJECT]: [Replace ACTION VERB]
**labels:** 'feature: board / google drive / tools, feature: missing, milestone: missing, role: missing, size: missing', 'Participant Type: missing', 'complexity: missing'
**assignees:**

---
#### Instructions for creating this issue
The person who creates this issue should use these links to add links to the resources section and customize this issue
- Customize the issue
    - [ ] Copy and paste entire template text in this issue into text editor (ie., "TextEdit" on _Mac_, "Wordpad" on _PC_)
    - Use Find/Replace (**Mac:** ⌘+F or **PC**: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values 
    - [ ] Search for `[Replace`
    - [ ] Replace with whatever the keyword or information is asking for.
- Customize the issue settings (located in right sidebar)
    - [ ] Under Labels, add labels for any labels identified as missing
    - [ ] Remove the corresponding missing labels
    - [ ] Under Projects, choose gear, choose "Repository," and choose TWE: Project Board.
    - [ ] Add the milestone: [Replace MILESTONE]
    - [ ] Add a feature label specific to what the template is related to, if available. If not clear what you should use, ask product.
- Customize dependencies 
    - [ ] If no dependencies, delete dependency section
    - [ ] If dependencies, add the dependencies (any issue or reason that would prevent the action items from being completed)
- Remove this section.
    - [ ] Delete this section when all the checkboxes above are complete (i.e., the issue assignee will never see this part)

### Dependencies

### Overview
We need to [Replace ACTION VERB] [Replace DIRECT OBJECT] for [Replace REASON].

### Action Items
A STEP BY STEP LIST OF ALL THE TASK ITEMS THAT YOU CAN THINK OF NOW EXAMPLES INCLUDE: Research, reporting, coding, etc.

### Resources
#### Resources for creating this issue
- 1.01
- 1.02

#### Resources gathered during the completion of this issue
- 2.01
- 2.02

• 1.02 Front Matter Resources

  Front Matter Fields and Meaning

  • name: (name that appear on the new issue tab)
  • about: (is the description that appears next to the issue template on the new issue tab)
  • title: (the title that appears when the issue is created. User then customizes this title for their issue)
    • Use the naming convention: TWE: Role: Direct object: Action verb
    • If more than one word should go into the direct object spot, use multiple square brackets with the keyword (see example below)
  • labels: (choose the labels that will be the same each time, and choose missing labels for the ones that depend on content)
  • assignees:
  Front Matter Field Example

  • name: 'TWE: Template Issue: Research: Create Roadmap'
  • about: This issue helps you structure your template issue to be consistent with our other template issues in roadmap
  • title: 'TWE: Research: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TYPE OF RESEARCH METHOD]: Roadmap : Create'
  • labels: 'feature: research', 'feature: roadmap', 'milestone: missing', 'role: UI/UX research', 'Participant Type: missing', 'Research 000: missing', 'complexity: missing'
  • 'size: 0.50pt'
  • assignees: ''

• 1.03 Example Action Items for Finding Wiki Page and Template

  Example Action Items

  ### Action Items
  - Customize wiki page
       - [ ] Go to link 1.01 Internship Wiki, Join the team page
       - [ ] Find wiki page for this issue by looking at role pages.
       - [ ] Copy the link for the wiki page.
       - [ ] Add the link to Resource 2.01
          - [ ] Add the name of the link in square brackets
          - [ ] Add the URL in parenthesis without a space between the square bracket and parenthesis
  - Customize document template.
      - [ ] Go to link 1.02 Design Process Overview
      - [ ] Find document template that should be used in this issue.
      - [ ] Copy the link for the template.
      - [ ] Add the link to Resource 2.02
          - [ ] Add the name of the link in square brackets
          - [ ] Add the URL in parenthesis without a space between the square bracket and parenthesis
  

  Example Resource Lists

  ### Resources for creating this issue
  - 1.01. [Internship Wiki, Join the team page](https://github.com/hackforla/internship/wiki/Joining-the-Team)
  - 1.02. [Design Process Overview](https://github.com/hackforla/internship/wiki/Design-Process-Overview)
  
  ### Resource links gathered during the making of this issue
  - 2.01. [Wiki page for [Replace TYPE OF ROLE]]
  - 2.02. [TWE: Template: [Replace NAME OF TEMPLATE]]
  

• 1.04 WIKI Templates by role pages

  • TWE: WIKI: UX Research Guides Templates
  • Design
  • Product
  • [Business Analyst / Data Science]
  • [Software Engineer]
  • [Marketing]
  • default document templates, in case you don't have one yet, can be found on the Design Process Overview page

Resources gathered during the completion of this issue

• 2.01 TWE: IS[Replace YY]: RP[Replace 000]: Rapid Qualitative Analysis (RQA): Pre-process

[pandanista]

Draft of template issue for Rapid Qualitative Analysis (RQA) Pre-processing

name: TWE: Template Issue: Research: Pre-process Rapid Qualitative Analysis (RQA)
about: This issue helps you structure your template issue to be consistent with our other template issues in Rapid Qualitative Analysis
title: TWE: Research: Rapid Qualitative Analysis (RQA): Pre-process
labels: feature: research, feature: research analysis, Participant Type: missing, Research 000: missing, size: 1pt, role: UI/UX research, milestone: missing, complexity: medium
assignees:

---

Instructions for creating this issue

The person who creates this issue should use links in the section "Resources for creating this issue" (i.e., 1.01, 1.02, etc.) to customize this issue.

• Customize the issue
  • Open the "Research Overview" wiki page (Resource 1.01)
  • Choose 'Research Plans, sorted by number' hyperlink
  • Choose the appropriate research roadmap or research plan folder (ie., RP###) on the wiki page
  • Use the information on the wiki page and in research roadmaps or research plans to customize this issue
  • Copy and paste entire template text in this issue into text editor (ie., "TextEdit" on Mac, "Wordpad" on PC)
  • Use Find/Replace (Mac: ⌘+F or PC: Ctrl+F) to search for and replace the keyword strings (including text and the brackets) below with the appropriate values
    • Year
      • Find/Replace [Replace YY] with research year (Two digit format, ex: "22" for year "2022"; if the research hasn't been conducted, use the next cohort's enrollment year)
    • Research Plan Number
      • Find/Replace [Replace 000] with the research plan number (Three digit format, ex: "001" for research plan "RP001")
    • Type of Participant
      • Find/Replace [Replace TYPE OF PARTICIPANT] with the participant type (ex: "Intern" or "Mentor")
    • Research Plan Name
      • Find/Replace [Replace TITLE OF RESEARCH] with the research plan name on the wiki page or the research plan folder (ex: “Intern Intake Interview” or “Mentor Exit Interview”)
  • Copy and paste the edited template from text editor back into this Github Issue, replacing the original text
  • Re-check all the checkboxes above after copying and pasting the edited template
  • Close the text editor
  • Update the issue title
    • Copy

    TWE: IS[Replace YY]: RP[Replace 000]: Rapid Qualitative Analysis (RQA): Pre-process
    

    • Choose "Edit" in the title section
    • Paste what you copied into the issue title
    • Choose "Save"
• Customize the issue settings (located in right sidebar)
  • Under Assignees, assign a Researcher if it has been determined. Otherwise, leave it blank.
  • Under Labels, choose gear , and apply the label Research: RP[Replace 000]
  • Under Labels, choose gear , and apply the label Participant Type: [Replace TYPE OF PARTICIPANT]
  • Remove the Research 000: missing and Participant Type: missing labels
  • Under Projects, choose gear , choose Repository, and choose TWE: Project Board
  • Add the milestone: choose gear , and choose Research Analysis
  • Remove the label milestone: missing
• Remove this section
  • After all the checkboxes above are complete and the issue is ready to be worked on, delete all text below the "Instructions for Creating this Issue" (top heading) and above "Dependencies" (heading below) -- i.e., the issue assignee will never see this part

Dependencies

• RP[Replace 000]'s research plan needs to be finalized. [Replace with the research plan issue number]
• RP[Replace 000]'s research method needs to be identified and step-by-step instructions need to be provided. [Replace with the research method checklist issue]

Overview

We need to pre-process and set up the workflow for RP[Replace 000]'s Rapid Qualitative Analysis so we stay consistent in the data analysis process.

During these tasks you will be asked to add link to the Resources/Instructions section, and that section is at the bottom of this issue (go view it now).

Action Items

Customize Resource Links

• Customize Resource for Wiki Page Link

  • Go to the wiki page: Research Output Overview (Resources # 1.01)
  • Choose the link in the Research by Plan Number section
  • Locate relevant wiki page for RP[Replace 000]
  • Copy the link for the wiki page
  • In Resources # 2.01, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for this Research Plan's Google Drive Folder

  • Open the Google Drive's Research by Type Folder (Resources # 1.02)
  • Choose the [Replace TYPE OF PARTICIPANT] folder
  • Choose the RP[Replace 000] folder
  • Copy the link of the RP[Replace 000] folder
    1. Choose the three vertical dots on the right side of the RP[Replace 000] folder
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • In Resources # 2.02, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Open the RP[Replace 000] folder in Google Drive (Resources # 2.02)
  • Locate the research plan in RP[Replace 000] folder
    • Choose RP[Replace 000]'s research plan in Google Doc
    • Copy the link of the RP[Replace 000] research plan
      1. Choose the three vertical dots on the right side of the RP[Replace 000] research plan
      2. Choose "Share"
      3. Choose "Copy Link"
      4. The "Link copied" notification pops up
  • In Resources # 2.03, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Locate the RP[Replace 000]'s de-identified transcript(s) in RP[Replace 000] folder (Resources # 2.02)
    • Choose RP[Replace 000]'s de-identified transcript(s)
    • Copy the link of the RP[Replace 000] de-identified transcript(s)
      1. Choose the three vertical dots on the right side of the RP[Replace 000] de-identified transcript(s)
      2. Choose "Share"
      3. Choose "Copy Link"
      4. The "Link copied" notification pops up
  • In Resources # 2.04, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Review Resources to Get Familiar with the Hamilton's Process of Rapid Qualitative Analysis (RQA)

• If you are new to RQA, review the list of resources to get familiar with the RQA process and techniques (Resources 1.03 - 1.05)
• If you are experienced with RQA, you may skip reviewing the documents or review them for a refresher

Create the Rapid Qualitative Analysis Domain Names

• Read through the research plan to get familiar with the study (Resources 2.03 and 2.04)
  • Focus on the interview protocol/interview guide in the research plan Google doc
• Create a neutral domain name spreadsheet that corresponds with each interview question (an example refers to p. 22 in the notes of Hamilton's Process/Approach in Resources 1.03)
  • Go to TWE: Research: Rapid Qualitative Analysis Domain Names Template linked in Resources 1.06
  • Choose Use Template
  • Copy the following texts

    TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TITLE OF RESEARCH]: Rapid Qualitative Analysis Domain Names
    

  • Paste the texts you copied into the formula bar of the spreadsheet to replace the default title (see the highlighted part in the screenshot)
  • Choose File > Rename
  • Paste the texts you copied into the text box to replace the default name of the file
  • Move the file to RP[Replace 000]'s folder in the shared Google Drive
    1. Choose File > Move > All Locations > Shared drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] > Move
    2. There will be a question to confirm change the ownership of the documents, and choose Move
  • Copy the link of the Rapid Qualitative Analysis Domain Names file of RP[Replace 000]
    1. Choose Share
    2. Choose Copy link and Done
  • In Resources # 2.05, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• Fill out a neutral domain name spreadsheet that corresponds with each interview question (an example refers to p. 22 in the notes of Hamilton's Process/Approach in Resources 1.03)
  • Go to the research plan doc (linked in Resources 2.03) to locate the interview protocol/questions
  • Copy and paste each interview question into a row in the Interview Question column (column B) in the Rapid Qualitative Analysis Domain Names file (linked in Resources 2.05 if it is not open already)
  • Provide each interview question with an Interview Question # (column A) based on the interview protocol/interview guide
  • Draft the domain based on the interview question in the Drafted Domain column (column C) in the Rapid Qualitative Analysis Domain Names file
  • Leave any reasoning, feedback, and/or questions in the Notes column (column F) in the Google sheet so your team member could read them and address them accordingly
    • Notes should be formatted as Initials of note-maker (stage/round): note
    • Start a new line for each note

Peer Review Stage of the Domain Names

• Notify the Research Lead that the domain names are finished by leaving a comment in this issue
• Add needs peer review label
• Research Lead assigns a team member to conduct a peer review
• The peer reviewer conducts the review by providing alternative domain names in the Peer Reviewed Domain column (column D) in the Rapid Qualitative Analysis Domain Names file (linked in Resources 2.05)
• The peer reviewer checks for notes left by the previous assignee in the Google sheet so the peer reviewer could follow up and address them
• If the peer reviewer has any additional feedback, reasoning, and/or questions, please leave them in the Notes column (column F) so other team member could read them and address them
  • Notes should be formatted as Initials of note-maker (stage/round): note
  • Start a new line for each note
• The peer reviewer notifies the Research Lead and the authors of the domain names that the peer review is completed by making a comment in this issue
• The author of the domain names discusses with the peer reviewer and research lead on the feedback and incorporates the feedback if needed
• The author of the domain names lists out revised domain names in Finalized Domain column (column E) after discussion
• The authors of the domain names adds Ready for Research Lead label once the domain names are finalized, and move the issue to Question/Review column
• Research lead will review the updated domain names

Create the Transcript Summary Template

• Create a transcript summary template for conducting transcript summaries (an example refers to p. 23 in the notes of Hamilton's Process/Approach in Resources 1.03)

  • Go to TWE: Research: Rapid Qualitative Analysis Transcript Summary Template linked in Resources 1.07
  • Choose Use Template
  • Copy the following texts
    TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TITLE OF RESEARCH]: Rapid Qualitative Analysis Transcript Summary
  • Paste the texts you copied into the formula bar of the spreadsheet to replace the default title (see the highlighted part in the screenshot)
  • Choose File > Rename
  • Paste the texts you copied into the text box to replace the default name of the file
  • Move the file to RP[Replace 000]'s folder in the shared Google Drive
    • Choose File > Move > All Locations > Shared drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] > Move
    • There will be a question to confirm change the ownership of the documents, and choose Move
  • Copy the link of the Rapid Qualitative Analysis Transcript Summary file of RP[Replace 000]
    • Choose Share
    • Choose Copy link and Done
  • In Resources # 2.06, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Populate the domain names according to the finalized domain names provided in Resources 2.05

  • Open Spreadsheet A: [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TITLE OF RESEARCH]: Rapid Qualitative Analysis Domain Names] linked in Resources 2.05
  • Open Spreadsheet B: [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TITLE OF RESEARCH]: Rapid Qualitative Analysis Transcript Summary] linked in Resources 2.06
  • Replace the cells labeled Domain 1, Domain 2 and etc. in Spreadsheet B, with the domain names from the Finalized Domain column in Spreadsheet A.
    • Ensure you follow the exact order.
    • For duplicated domains (domains with the same name), only paste them once in Spreadsheet B.
    • To keep the format consistent, when pasting the domain names into Spreadsheet B, choose Edit > Paste special > Values only.
    • Remove any extra cells (e.g., Domain 10) if there are fewer finalized domains.
    • Add additional cells if there are more than 10 finalized domains.
  • Add Ready for Research Lead label once the Transcript Summary spreadsheet has been created
  • Move the issue to Question/Review column
  • Notify the research lead that the issue is ready for review
  • UXR lead review the Transcript Summary spreadsheet
  • Product sign off

Resources/Instructions

Resources needed to complete issue

1.01 Wiki Intern Research Overview Page
1.02 Research by Participant Type Folder on Google Drive
1.03 Qualitative Methods in Rapid Turn-Around Health Services Research MUST READ
1.04 Linda's Presentation to UXR Team on How to Conduct Rapid Qualitative Analysis
1.05 a step-by-step checklist for conducting a Rapid Qualitative Analysis - This issue comment provides more context on the checklist this issue is following
1.06 TWE: Research: Rapid Qualitative Analysis Domain Names Template
1.07 TWE: Research: Rapid Qualitative Analysis Transcript Summary Template

Resources gathered during the completion of the issue

2.01 [RP[Replace 000] Wiki Page]
2.02 [Google Drive RP[Replace 000] Folder]
2.03 [RP[Replace 000] Research Plan]
2.04 [RP[Replace 000] De-identified Transcript Folder]
2.05 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TITLE OF RESEARCH]: Rapid Qualitative Analysis Domain Names]
2.06 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TITLE OF RESEARCH]: Rapid Qualitative Analysis Transcript Summary]

[pandanista]

• A draft for the complete RQA process. Save this comment for the later phases.
• TWE: IS21: RP001: Rapid Qualitative Analysis (RQA): Pre-process #616 is now outdated but can be used as a reference for template draft too.

Dependencies

• RP001's research plan needs to be finalized. See Research Plan 1 for Intern Interviews #27
• RP001's transcript has been transcribed, de-identified and cleaned up. See [TEST] TWE: IS21: RP001: Intern Exit Interview Recordings: Transcribe: Intern 001 #355, TWE: IS21: RP001: Intern Exit Interview Recordings: De-identify: Intern 002 #476, TWE: IS21: RP001: Intern Exit Interview Recordings: De-identify: Intern 003 #478, TWE: IS21: RP001: intern Exit Interview Recordings: De-identify: Intern 004 #479, TWE: IS21: RP001: intern Exit Interview Recordings: De-identify: Intern 005 #480, TWE: IS21: RP001: Intern Exit Interview Recordings: De-identify: Intern 006 #481
• RP001's research method needs to be researched and step-by-step instructions need to be provided. See TWE: Research: Checklist for Rapid Qualitative Analysis (RQA) #338

Overview

We need to re-analyze the data collected for RP001 to generate research findings, synthesize insights, and provide product recommendations.

Action Items

Customize Resource Links

• Customize Resource for Wiki Page Link

  • Go to the wiki page: Research Output Overview (Resources # 1.01)
  • Choose the link in the Research by Plan Number section
  • Locate relevant wiki page for RP001
  • Copy the link for the wiki page
  • In Resources # 2.01, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Customize Resource for this Research Plan's Google Drive Folder

  • Open the Google Drive's Research by Type Folder (Resources # 1.02)
  • Choose the Intern folder
  • Choose the RP001 folder
  • Copy the link of the RP001 folder
    1. Choose the three vertical dots on the right side of the RP001 folder
    2. Choose "Share"
    3. Choose "Get link"
    4. Choose "Copy Link" and "Done"
  • In Resources # 2.02, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Open the RP001 folder in Google Drive (Resources # 2.02)
  • Locate the research plan in RP001 folder
    • Choose RP001's research plan in Google Doc
    • Copy the link of the RP001 research plan
      1. Choose the three vertical dots on the right side of the RP001 research plan
      2. Choose "Share"
      3. Choose "Copy Link"
      4. The "Link copied" notification pops up
  • In Resources # 2.03, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
  • Locate the RP001's de-identified transcript(s) in RP001 folder (Resources # 2.02)
    • Choose RP001's de-identified transcript(s)
    • Copy the link of the RP001 de-identified transcript(s)
      1. Choose the three vertical dots on the right side of the RP001 de-identified transcript(s)
      2. Choose "Share"
      3. Choose "Copy Link"
      4. The "Link copied" notification pops up
  • In Resources # 2.04, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

Review Resources to Get Familiar with the Hamilton's Process of Rapid Qualitative Analysis (RQA)

• If you are new to RQA, review the list of resources to get familiar with the RQA process and techniques (Resources 1.03 - 1.05)
• If you are experienced with RQA, you may skip reviewing the documents or review them for a refresher

Create the Rapid Qualitative Analysis Domain Names

• Read through the research plan to get familiar with the study (Resources 2.03 and 2.04)
  • Focus on the interview protocol/interview guide in the research plan Google doc
• Create a neutral domain name spreadsheet that corresponds with each interview question (an example refers to p. 22 in the notes of Hamilton's Process/Approach in Resources 1.03)
  • Go to TWE: Research: Rapid Qualitative Analysis Domain Names Template linked in Resources 1.06
  • Choose Use Template
  • Copy the following texts

    TWE: IS21: RP001: Intern Exit Interviews: Rapid Qualitative Analysis Domain Names
    

  • Paste the texts you copied into the formula bar of the spreadsheet to replace the default title (see the highlighted part in the screenshot)
  • Choose File > Rename
  • Paste the texts you copied into the text box to replace the default name of the file
  • Move the file to RP001's folder in the shared Google Drive
    1. Choose File > Move > All Locations > Shared drives > Internship > Internships > Research > Research by Plan # and Name > RP001 > Move
    2. There will be a question to confirm change the ownership of the documents, and choose Move
  • Copy the link of the Rapid Qualitative Analysis Domain Names file of RP001
    1. Choose Share
    2. Choose Copy link and Done
  • In Resources # 2.05, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• Fill out a neutral domain name spreadsheet that corresponds with each interview question (an example refers to p. 22 in the notes of Hamilton's Process/Approach in Resources 1.03)
  • Go to the research plan doc (linked in Resources 2.03) to locate the interview protocol/questions
  • Copy and paste each interview question into a row in the Interview Question column (column A) in the Rapid Qualitative Analysis Domain Names file (linked in Resources 2.05 if it is not open already)
  • Draft the domain based on the interview question in the Domain column (column B) in the Rapid Qualitative Analysis Domain Names file

Peer Review Stage of the Domain Names

• Notify the Research Lead that the domain names are finished by leaving a comment in this issue
• Add needs peer review label
• Research Lead assigns a team member to conduct a peer review
• The peer reviewer conducts the review by leaving notes in the Peer Review column (column C) in the Rapid Qualitative Analysis Domain Names file (linked in Resources 2.05)
• The peer reviewer notifies the Research Lead and the authors of the domain names that the peer review is completed
• The authors of the domain names discuss with the peer reviewer and research lead on the feedback and incorporates the feedback if needed
• The authors of the domain names will add Ready for Research Lead label once the domain names are finalized, and move the issue to Question/Review column
• The authors of the domain names will update the team about the changes made
• Research lead will review the updated domain names

Phase 2 here or after this section?

Create the Transcript Summary Template

• Draft the summary template (an example refers to p. 23 in the notes of Hamilton's Process/Approach in Resources 1.03)
  • Include basic information about the interview at the top
  • Include the neutral domains created above
  • Include a row called "Other Observations, for materials that doesn’t fit into any domain" at the end of the spreadsheet
  • Include space for important quotations at the end
• Test the summary template
  • Test the summary template on a subset of transcripts - do we need to more specific on how many transcripts to include as a subset?
  • Assess the quality of the neutral domains created
  • Compare the summarizing "styles" across the team
  • Measure the time of completion and control for optimal summary length
• Revise the template until consistency has been established
• [Optional] Create an instructional handout for transcript summaries and distribute it to the team

Conduct Transcript Summaries

• Distribute transcripts across the team. The division of transcripts should be customized to suit research needs.
• Complete the summary for each transcript (an example refers to p. 27 in the notes of Hamilton's Process/Approach in Resources 1.03)
• Check the quality of the summaries /maybe a peer review step by step guide here

Conduct Matrix Analysis

• Create a matrix
  • The matrix format should be customized to suit research needs.
  • The most commonly used format is respondent * domain (an example refers to p. 32 in the notes of Hamilton's Process/Approach in Resources 1.03)
• Transfer the summaries into the matrix
• Analyze the Matrix. The objective and method of matrix analysis should be customized to suit research needs. Common options are:
  • Develop a codebook and conduct code analysis
  • Identify themes and conduct thematic analysis
  • Create memos to inform future data collection
  • Evaluate the data collection quality (if the matrix is in the format of interviewee * domain)

Prepare reports/presentations

Need to edit the rest of the draft for RP001's data analysis

• Create a case study report using the template with HfLA branding (Resources # 1.11)
  • Choose Use Template
  • Update the title of the case study
    • Copy the following texts

    TWE: IS22: RP017: Intern Activity Dashboard Case Study Report
    

    • Paste the texts you copied into the title page to replace the default title
    • Choose File > Rename
    • Paste the texts you copied into the text box to replace the default title
  • Move the file to RP017's folder in the shared Google Drive
    1. Choose File > Move > All Locations > Shared drives > Internship > Internships > Research > Research by Plan # and Name > RP017 > Move
    2. There will be a question to confirm change the ownership of the documents, and choose Move
  • Copy the link of the case study report of RP017
    1. Choose Share
    2. Choose Copy link and Done
  • In Resources # 2.05, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked
• Complete each section of a case study report
  • Background
    • Provide a short summary about the significance of the research, rationale for conducting the research, and aims
  • Objective
    • Discuss case study method and rationale for use, participant recruitment, protocol/development of interview guide
  • Study Design/Data Collection
    • Discuss case study method and rationale for use, participant recruitment, protocol/development of interview guide
  • Data Analysis
    • Outline your data analysis plan, note themes of interest for case study
  • Key Findings
    • Provide your examination of the case, discuss findings as they relate to themes focused on during interview, present relevant facts and key problems identified
  • Recommendations
    • Present possible solutions/changes that are realistic, noting possible pros/cons
    • Support solution with outside evidence
    • Discuss any specific strategies for accomplishing proposed solutions/changes
  • Review each section
  • Update the Table of Content (page 2) of the case study report Google doc to reflect the page and section changes

Peer review and finalization stages we might need for later phases

Peer review stage of the transcript summaries

• Notify the Research Lead that the transcript summaries are finished by leaving a comment in this issue
• Add needs peer review label
• Research Lead assigns a team member to conduct a peer review
• The peer reviewer conducts the review by leaving comments in the transcript summaries
• The peer reviewer notifies the Research Lead and the authors of the transcript summaries that the peer review is completed
• The authors of the transcript summaries discuss with the peer reviewer and research lead on the feedback and incorporates if needed
• The authors of the transcript summaries will add Ready for Research Lead label once the transcript summaries are finalized and move the issue to Question/Review column
• The authors of the transcript summaries will update the team about the changes made
• Research lead will review the transcript summaries

Peer review stage of the matrix analysis

• Notify the Research Lead that the matrix analysis is finished by leaving a comment in this issue
• Add needs peer review label
• Research Lead assigns a team member to conduct a peer review
• The peer reviewer conducts the review by leaving comments in the matrix analysis
• The peer reviewer notifies the Research Lead and the authors of the matrix analysis that the peer review is completed
• The authors of the matrix analysis discuss with the peer reviewer and research lead on the feedback and incorporates if needed
• The authors of the matrix analysis will add Ready for Research Lead label once the matrix analysis is finalized and move the issue to Question/Review column
• The authors of the matrix analysis will update the team about the changes made
• Research lead will review the matrix analysis

Finalize the matrix analysis based on peer review feedback

• After discussion on the feedback, the authors of the matrix analysis will address any necessary changes if there is any remaining.
• The authors of the matrix analysis will notify the Research Lead that the matrix analysis is ready to be reviewed by product by leaving a comment in this issue
• Research lead will add Ready for Product label once ready for product review
• Product Team reviews and provides feedback
• Product Team notifies the Research Team about any changes needed
• Research Team incorporates any necessary feedback
• Product sign-off

Update wiki page and action item spreadsheet

• Update relevant WIKI page (See resources)
• Create the action item spreadsheet for this research plan
• Update the action item spreadsheet based on research findings and insights
• Share the action item spreadsheet with Product
• Product sign-off

Resources/Instructions

Resources needed to complete issue

1.01 Wiki Intern Research Overview Page
1.02 Research by Participant Type Folder on Google Drive
1.03 Qualitative Methods in Rapid Turn-Around Health Services Research MUST READ
1.04 Linda's Presentation to UXR Team on How to Conduct Rapid Qualitative Analysis
1.05 a step-by-step checklist for conducting a Rapid Qualitative Analysis - This issue comment provides more context on the checklist this issue is following
1.06 TWE: Research: Rapid Qualitative Analysis Domain Names Template
1.07 TWE: Template: IS[Replace YY]: RP[Replace 000]: Rapid Qualitative Analysis Transcript Summaries

1.11 TWE: Research: Case Study Template

Resources gathered during the completion of the issue

2.01 [RP001 Wiki Page]
2.02 [Google Drive RP001 Folder]
2.03 [RP001 Research Plan]
2.04 [RP001 De-identified Transcript]
2.05 [TWE: IS21: RP001: Intern Exit Interviews: Rapid Qualitative Analysis Domain Names]
2.05 [RP017 Case Study Report]

[pandanista]

@jinyan0425: As a follow up to our template testing meeting on 9/3/2024,

• The template draft for RQA pre-process is in this comment.
• Please test the template by doing step 2: set up a test and step 3: creating a testing issue (TWE: IS21: RP001: Rapid Qualitative Analysis (RQA): Pre-process #616)
• I moved the original draft draft I was showing to you in this comment
• Let me know if you have any questions. Thank you!

[pandanista]

The dependencies might need some rephrasing.

Here is an example from research plan and goals chart template, providing instructions on how to identify if there is a dependency issue.

• If a research plan is missing,
  - [ ] Choose the gear in the Labels section
  - [ ] Put on the dependency label
  - [ ] Copy
  ### Dependencies - [ ] The research plan(s) needs to be created. See issue #
  - [ ] Choose "Edit" under the three dots to access the GitHub Write mode
  - [ ] Paste what you just copied to the beginning of the issue above the Overview section
  - [ ] Choose Update comment
  - [ ] Choose Issues located on the top of the GitHub page to open a new tab in your browser
  - [ ] In the search bar, include the corresponding missing research plan number, i.e. RP001, to do a search to see if the research plan has an existing issue. Make sure to check both open and closed issues.
  - [ ] If there is an existing issue for creating that research plan, add the issue number after "See issue # " in the dependencies section so we can track the status of the research plan issue
  - [ ] Assign the existing research plan issue to yourself if no one is assigned, so you can start working on that since it is a dependency
  - [ ] If the issue for creating that research plan does not exist among the issues, that means we haven't started drafting a research plan yet. Please go ahead and create a new issue by clicking create a research plan template
  - [ ] Customize the new issue using the missing research plan's number
  - [ ] Once the new issue is created, include the issue number after "See issue # " in the dependencies section above
  - [ ] Assign the new issue to yourself, so you can start working on the new issue since it is a dependency for this issue
  - [ ] Move the new issue to the In Progress column on the TWE: Project Board
  - [ ] Make a comment in this issue as an update to inform the team that there is a missing research plan and include the issue number for creating the research plan
  - [ ] Put this issue back to the icebox
  - [ ] Remove yourself from this issue
  • Choose "Update comment" in Github and make sure all the action item you have accompolished above have been checked

[jinyan0425]

@pandanista Ying, I see this general example of creating dependencies. The problem with this template is that the dependency section is very specific to RP1 and a more general guideline may not be applicable.

If we use this RQA template for future research, we need to reconstruct the dependencies section to be more universal but the current example may not help. It also depends on how universal the de-identified transcripts and the checklist are relevant to future RPs.

[jinyan0425]

@pandanista Based on yesterday's UX meeting, should I start creating the template for RQA—Step 2: Transcript Summary Creation?

• TWE: Create Template Issue: Rapid Qualitative Analysis (RQA): Conduct Transcript Summaries #624

[pandanista]

@jinyan0425 Yep, that looks like a good start.

[jinyan0425]

@pandanista

In this comment, I will draft the action items for creating and testing the transcript summary template!

ADD THE SECTION Create the Transcript Summary Template AFTER THE SECTIONPeer Review Stage of the Domain Names

Create the Transcript Summary Template

• Create a transcript summary template for conducting transcript summaries (an example refers to p. 23 in the notes of Hamilton's Process/Approach in Resources 1.03)

  • Go to TWE: Research: Rapid Qualitative Analysis Transcript Summary Template linked in Resources 1.07
  • Choose Use Template
  • Copy the following texts
    TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TITLE OF RESEARCH]: Rapid Qualitative Analysis Transcript Summary
  • Paste the texts you copied into the formula bar of the spreadsheet to replace the default title (see the highlighted part in the screenshot)
  • Choose File > Rename
  • Paste the texts you copied into the text box to replace the default name of the file
  • Move the file to RP[Replace 000]'s folder in the shared Google Drive
    • Choose File > Move > All Locations > Shared drives > Internship > Internships > Research > Research by Plan # and Name > RP[Replace 000] > Move
    • There will be a question to confirm change the ownership of the documents, and choose Move
  • Copy the link of the Rapid Qualitative Analysis Transcript Summary file of RP[Replace 000]
    • Choose Share
    • Choose Copy link and Done
  • In Resources # 2.06, place the link you just copied between parentheses at the end of the line with no space in between the right bracket ] and the left parenthesis (, so it turns into a hyperlink
  • Choose "Update comment" in Github and make sure all the checkboxes above have been checked

• Populate the domain names according to the finalized domain names provided in Resources 2.05

  • Open Spreadsheet A: [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TITLE OF RESEARCH]: Rapid Qualitative Analysis Domain Names] linked in Resources 2.05
  • Open Spreadsheet B: [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TITLE OF RESEARCH]: Rapid Qualitative Analysis Transcript Summary] linked in Resources 2.06
  • Replace the cells labeled Domain 1, Domain 2 and etc. in Spreadsheet B, with the domain names from the Finalized Domain column in Spreadsheet A.
    • Ensure you follow the exact order.
    • Remove any extra cells (e.g., Domain 10) if there are fewer finalized domains.
    • Add additional cells if there are more than 10 finalized domains.

Resources needed to complete issue
1.07 TWE: Research: Rapid Qualitative Analysis Transcript Summary Template

Resources gathered during the completion of the issue
2.06 [TWE: IS[Replace YY]: RP[Replace 000]: [Replace TYPE OF PARTICIPANT] [Replace TITLE OF RESEARCH]: Rapid Qualitative Analysis Transcript Summary]

[jinyan0425]

@pandanista I drafted the action items for Create the Transcript Summary Template in this comment, following your draft for other sections. Please let me if you have any question or suggestion!

I am not sure whether Resource 2.06 should be titled as ... Rapid Qualitative Analysis Transcript Summary or ... Rapid Qualitative Analysis Transcript Summary Template.

• Technically, this is a template but in Hamilton's notes, it is titled Transcript Summary(p.23 in this handout).
• In the next phase - Conduct Transcript Summaries, I assume this template will be renamed to something like ... Rapid Qualitative Analysis Transcript Summary [P1]. What do you think?

[jinyan0425]

I assigned myself for tracking purposes. @pandanista

[pandanista]

@jinyan0425

• Rapid Qualitative Analysis Transcript Summary sounds good to me.
• Rapid Qualitative Analysis Transcript Summary [P1] makes sense.
• Will finish the testing and let you know how it goes.

[pandanista]

@jinyan0425

• I tested and edited the template. See screenshot below:

  • I added the hand off process at the end of the template
  • I added two more action items:
    • For duplicated domains (domains with the same name), only paste them once in Spreadsheet B.
    • To keep the format consistent, when pasting the domain names into Spreadsheet B, choose Edit > Paste special > Values only.
      Let me know what you think, and feel free to edit the template above to make more changes if needed.

• Question:

  • One of the dependencies: RP[Replace 000]'s transcript has been transcribed, de-identified and cleaned up. [Replace with de-identification and clean-up issue numbers]
  • Should we take it off? Technically RQA doesn't need transcripts, but we are using transcripts at least for RP001's analysis.

[jinyan0425]

@pandanista

Thanks for the meticulous edits of the template! I love the two additional action items you added, and the hand-off process.

As for your question, I would take it off for the reason you mentioned.

[pandanista]

@jinyan0425 Thank you for working on this together! 🤗

• Edited the template draft to remove the transcript dependency.
• I think we can deploy this one now.
• Would you do the honor of deploying the template onto the repo whenever you have time? Let me know if you have any other questions.
• Once deployed onto the repo, we can close this issue, Research: Test: Issue Template: Rapid Qualitative Analysis (RQA): Pre-process #620, and [TEST] TWE: IS21: RP001:Rapid Qualitative Analysis (RQA): Pre-process #621, and move onto the template for the second phase TWE: Create Template Issue: Rapid Qualitative Analysis (RQA): Conduct Transcript Summaries #624.

[jinyan0425]

@pandanista You re very welcome! Sure that I can deploy it. A few quick questions based on what you showed me today for the create/update research roadmap template:

title: TWE: Research: Rapid Qualitative Analysis (RQA): Pre-process

Shall it be

title: TWE: IS[Replace YY]: RP[Replace 000]: Rapid Qualitative Analysis (RQA): Pre-process?

Similarly, for consistency, shall we change

name: TWE: Template Issue: Research: Pre-process Rapid Qualitative Analysis (RQA)

into

name: TWE: Template Issue: Research: Rapid Qualitative Analysis (RQA): Pre-process

In addition, I think the size for this issue might be 3pt instead of 1pt? Similarly, the complexity should be large instead of medium.

[pandanista]

• title: TWE: IS[Replace YY]: RP[Replace 000]: Rapid Qualitative Analysis (RQA): Pre-process

• name: Research: Rapid Qualitative Analysis (RQA) Pre-processing

• Let's use 2pt.

[jinyan0425]

@pandanista Thanks!

• The template has been deployed!

• I also added the BEST PRACTICE row (row 5) to TWE: Research: Rapid Qualitative Analysis Transcript Summary Template.

• I close this issue.

• There is a minor issue with [TEST] TWE: IS21: RP001:Rapid Qualitative Analysis (RQA): Pre-process #621, and I have commented. Please review the comment and close it and [TEST] TWE: IS21: RP001:Rapid Qualitative Analysis (RQA): Pre-process #621. Thank you!