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Automated Thematic Analysis for Clinical Qualitative Data: Iterative Codebook Refinement with Full Provenance

arXiv cs.CL / 3/11/2026

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Key Points

  • Thematic analysis (TA) is crucial in health research to identify patterns from patient interviews but manual methods struggle with scalability and reproducibility.
  • The paper introduces an automated framework for TA that iteratively refines codebooks while fully tracking provenance to enhance analytic auditability.
  • The framework was tested on five diverse datasets, including clinical interviews and social media, outperforming six baseline methods in composite quality scores.
  • Iterative codebook refinement significantly improves code reusability and distributional consistency across datasets, maintaining strong descriptive quality.
  • In clinical pediatric cardiology datasets, the automatically generated themes closely align with expert-annotated themes, indicating clinical relevance and accuracy.

Computer Science > Computation and Language

arXiv:2603.08989 (cs)
[Submitted on 9 Mar 2026]

Title:Automated Thematic Analysis for Clinical Qualitative Data: Iterative Codebook Refinement with Full Provenance

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Abstract:Thematic analysis (TA) is widely used in health research to extract patterns from patient interviews, yet manual TA faces challenges in scalability and reproducibility. LLM-based automation can help, but existing approaches produce codebooks with limited generalizability and lack analytic auditability. We present an automated TA framework combining iterative codebook refinement with full provenance tracking. Evaluated on five corpora spanning clinical interviews, social media, and public transcripts, the framework achieves the highest composite quality score on four of five datasets compared to six baselines. Iterative refinement yields statistically significant improvements on four datasets with large effect sizes, driven by gains in code reusability and distributional consistency while preserving descriptive quality. On two clinical corpora (pediatric cardiology), generated themes align with expert-annotated themes.
Comments:
Subjects: Computation and Language (cs.CL)
Cite as: arXiv:2603.08989 [cs.CL]
  (or arXiv:2603.08989v1 [cs.CL] for this version)
  https://doi.org/10.48550/arXiv.2603.08989
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arXiv-issued DOI via DataCite

Submission history

From: Seungjun Yi [view email]
[v1] Mon, 9 Mar 2026 22:25:58 UTC (1,442 KB)
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