The University of Hong Kong · FACULTY OF EDUCATION

MEDD8001 Chap.6 Thematic Analysis and Inequality in Education

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Chapter 6 of 11 · MEDD8001

Thematic Analysis and Inequality in Education

The question that has not closed in sixty years

The issue is the social origin of inequality in education, framed by the course as whether every child would arrive at the same result if every school were resourced equally well.

A famous 1966 report put that question into circulation by concluding that, next to student ability and social background, schools appeared to have little effect on outcomes, and half a century of effectiveness research has been a reply.

The reason the argument has not closed is that the mechanisms are contested: families do things schools do not see, schools do things families interpret differently, and the same resource can function as an advantage in one household and not in another.

Those are claims about meaning and practice, and the evidence for them is what people say and do.

Thematic analysis, stated plainly

Thematic analysis moves from a body of qualitative material to a small set of patterns the researcher can defend as the important ones.

The version demonstrated in this course runs in six phases: the material is read and initial ideas noted; it is analysed to generate initial codes; potential themes are identified from those codes; the themes are developed and reviewed against the aim of the study to check they explain what the study set out to explain; they are refined, defined and named; and finally they are reported.

The lecture applies exactly those phases to a set of published studies rather than to interviews, which shows the method travelling across kinds of text.

The case: teachers and private tutoring in Hong Kong

The assigned study is a good one to learn from because its central finding arrived rather than being sought.

It concerns shadow education, so called because much of the content of private supplementary tutoring mimics regular schooling and the sector exists only because the school sector does.

The work sat inside a larger mixed-methods project on the relationship between mainstream schooling and private tutoring, working with sixteen secondary schools selected through cluster sampling; a student questionnaire and student interviews ran in the first year, and in the second the focus moved to teachers of those grades, with questionnaires completed by a larger group and forty-eight interviewed across twelve schools, of which forty-seven are analysed because one respondent did not answer enough questions.

The theme nobody went looking for

The authors describe what happened in one sentence worth reading twice: the way teachers kept contradicting themselves was what drew their notice, and it turned into a theme.

Put the question about their own class and most were warm about it. Put the question about what tutoring does to society and a good many turned critical. The combination was named ambivalence, and it was the largest single position.

Only after the theme existed did the authors build cross-tables counting each type and setting the positions against one another by band of school, by sex, by how far into a career a teacher was and by subject taught, and build further codes for teachers' stated reasons.

Had the study begun with a pre-set rating scale, the contradiction would have averaged into a middling score and the finding would not exist.

Why this is an inequality study

Because the practice it describes is bought.

Participation was high in both sampled grades and the forms differ: younger students were described as using one-to-one or small-group tutoring largely for homework support, while older students attended large commercial classes aimed at the university entrance examinations.

A resource that is purchased, mirrors the school curriculum, and concentrates before the highest-stakes selection point is a mechanism by which family position converts into educational position.

The authors read the teachers' ambivalence as a tension between two things the system asks of the same people: a rhetorical move towards whole-person development alongside a selection function that continues to sort students into institutions corresponding to social strata.

In this chapter

What this chapter covers

  • 01

    The school-effect debate and the report that started it

  • 02

    Six phases from familiarisation to reporting

  • 03

    Shadow education, and why the sector mirrors the school

  • 04

    A theme that arrived from a contradiction

  • 05

    Counting after the theme rather than before it

  • 06

    Four teacher positions, and the largest one holding two views

  • 07

    Purchased resources as a mechanism of stratification

  • 08

    Theme against topic: the claim that could fail

Worked example · free

Six codes, two candidate themes, one test that separates them

Q [9 marks]. AskSia-authored practice. Six codes come out of a first pass over interviews with Hong Kong parents about after-school tutoring: fees strain the budget; everyone else does it; the tutor covers what school skips; I cannot help with the homework myself; it buys time on weekends; it is insurance against a bad year. Move from codes to two candidate themes and say what each would predict. The marks shown are an AskSia study allocation and are not the University's marking scheme.
  • 3Group the six codes by what each one is a reason for.
  • 3Name the two candidate themes.
  • 3State what each theme predicts, and the question that separates them.
Group by what the code is a reason for rather than by what it is about. Everyone else does it, insurance against a bad year and it buys time are about position relative to other families rather than about learning. The tutor covers what school skips, I cannot help myself and the fee strain are about a shortfall the household is trying to fill. So the candidates are positional defence and compensating for a gap, and they predict different things. Positional defence predicts that families continue tutoring when results are already adequate and stop only if everyone else stops. Compensating predicts that tutoring tracks specific weaknesses and ends when they are resolved. The separating question is whether the family would still buy tutoring if no other family did, and designing the second interview round around it is what makes these themes rather than labels.
Sia tip — Group codes by the reason they express, not by the object they mention. Grouping by object produces topics, which is why so many first attempts return three themes that are simply the three things people talked about.
Glossary

Key terms

Theme
A defended claim about what a set of extracts is doing, stated precisely enough that new material could show it does not hold.
Shadow Education
Fee-based private supplementary tutoring that mirrors the school curriculum and exists only because the school sector does, so that it changes as the school curriculum changes.
Ambivalence
In the assigned study, the position of a teacher who accepts private tutoring for their own students while criticising it as a social trend, which was the largest single position among those interviewed.
Cluster Sampling
Selecting whole naturally occurring groups, here schools, as the sampling units rather than selecting individuals directly.
Social Stratification
The sorting function of schooling by which educational selection corresponds to and reproduces positions in a wider social hierarchy.
FAQ

Thematic Analysis and Inequality in Education FAQ

What is the difference between a theme and a topic?

A topic is what a set of extracts is about; a theme is a claim about what those extracts are doing, and a claim can be wrong. That is the whole test. Workload, mentoring and classroom management are topics: they name subject matter and cannot fail. Workload is described as unmanageable only where it is unpredictable is a theme, because a teacher reporting predictable but crushing hours would count against it.

If your theme cannot fail on new material, it is a chapter heading.

Is thematic analysis the same as coding my interviews?

Coding is one phase of six. The phases that separate thematic analysis from a coded transcript are the ones after coding: identifying candidate themes, reviewing them against the aim of the study, and then refining, defining and naming them so that another person could apply them.

A write-up that presents codes and their frequencies has stopped at phase two, which is why it usually reads as a description of the interviews rather than as a finding.

How many themes should I report?

The number is a decision you have to defend rather than a target, and it belongs in the write-up alongside a one-sentence definition of each theme. The useful discipline is to include at least one extract that sits awkwardly with a theme together with your reason for keeping the theme anyway.

That costs a paragraph and does more for credibility than additional confirming quotations, because it shows the theme was tested rather than illustrated.

Study strategy

Assessment move

Take a set of interview extracts and write your candidate themes as full sentences with a verb, not as noun phrases. Then write, under each, the sentence that would refute it. Themes that resist that exercise are topics in disguise, and finding that out on paper in twenty minutes is much cheaper than finding it out in a supervision meeting.

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