Research report
Key findings on how researchers are adopting, trusting, and governing AI in their qualitative and mixed methods work
Qualitative research has always depended on human judgment—the ability to interpret meaning, weigh context, and see patterns across a body of evidence. In 2026, that judgment is increasingly being paired with AI, but not replaced by it. What researchers are working out, project by project, is not simply where AI can accelerate the work, but something more fundamental: where epistemic authority sits when a machine’s output enters the analysis, and how a researcher keeps hold of it.
The question isn’t theoretical—it shows up directly in the data. In our 2026 survey of 115 researchers across academic and commercial settings, 57% of researchers already use AI in some form, yet confidence has not kept pace with adoption. Across all respondents, 87% are concerned about accuracy and hallucination risk, 86% about research integrity, and 85% about data privacy—concerns that intensify, rather than ease, at the analytical core of the work. Trust is highest where AI’s output is easiest to verify, and lowest wherever a task requires interpretation.
57%
of researchers already use AI in some form, yet confidence has not kept pace with adoption.
2026 survey of 115 researchers across academic and commercial settingsLook closely at what researchers are actually doing in that gap, and a picture emerges.
These are not workarounds or reluctant extra labor. They are the practices through which researchers assert and maintain epistemic authority over their analysis—the same interpretive discipline qualitative research has always demanded, now applied to output no researcher authored.
The problem is that most AI tools give these practices nowhere to live. When verification, translation, and pressure-testing happen outside the software—inside documents, parallel analyses, and ad hoc disclosure decisions—the researcher’s judgment is real but invisible, and the rigor it produces leaves no trace.
AI in research should be built around these practices, not despite them: transparent about how it reached a conclusion, traceable back to source material, and never final until a human confirms it. Designed that way, AI doesn’t compete with the researcher’s authority—it makes the exercise of that authority visible, auditable, and defensible.
In this report, learn where AI has earned researchers’ trust, where it hasn’t, and why adoption and confidence haven’t moved together. You’ll also see what these findings mean for the technology this field needs, and the standard we hold our own work to at Lumivero. Whether you’re a researcher deciding how far to trust AI in your own work or the one shaping the policy that governs it for others, this report will give you insight to guide your next step.
Dr. Silvana di Gregorio Product Research Director and Head of Qualitative Research, Lumivero
Key insights
The “State of AI in Qualitative and Mixed Methods Research” captures the voices of doctoral researchers, academic faculty, students, and practitioners across research, teaching, and industry settings, spanning experience levels from early-career to over 20 years in the field, to uncover how researchers are adopting, trusting, and governing AI in their qualitative and mixed methods work.
The findings paint a clear picture of both momentum and hesitation. 57% of researchers already use AI in some form, yet the survey responses reveal a fundamental tension: while use is widespread, trust isn’t.
Each finding in this report points in the same direction: researchers don’t need to be convinced AI belongs in their work. They need AI that was built to meet the standard they hold their work to.
Adoption is already widespread, though far from uniform. 57% of researchers already use AI in some form—21% regularly, 36% occasionally—and another 19% have tried it without ever quite making it a habit.
Adoption climbs steadily with experience rather than concentrating among the newest researchers. Looking at regular use as a share of each experience bracket, researchers with 11–20 years in the field have the highest rate of regular use (33%), followed by those with more than 20 years (30%) and those with 6–10 years (25%). The least experienced researchers, those under two years in, are the most likely to sit out entirely showing up disproportionately both among those who haven’t gotten around to AI yet and those who’ve deliberately chosen not to.
Filter by years of research experience. Showing: All respondents (n=115)
Share of respondents in each group. Experience brackets are small (10 to 37 respondents), so treat differences between them as directional.
| Current use of AI | All respondents | Under 2 yrs | 2–5 yrs | 6–10 yrs | 11–20 yrs | 20+ yrs |
|---|---|---|---|---|---|---|
| Use AI regularly, as a core part of my workflow | 21% (24) | 16% (6) | 14% (4) | 25% (7) | 33% (4) | 30% (3) |
| Use AI occasionally for specific tasks | 36% (41) | 30% (11) | 50% (14) | 25% (7) | 33% (4) | 50% (5) |
| Have tried AI but don’t use it consistently | 19% (22) | 19% (7) | 21% (6) | 14% (4) | 33% (4) | 10% (1) |
| Have not yet used AI in my research | 14% (16) | 19% (7) | 7% (2) | 21% (6) | 0% (0) | 10% (1) |
| Have chosen not to use AI in my research | 10% (12) | 16% (6) | 7% (2) | 14% (4) | 0% (0) | 0% (0) |
| Base (n) | 115 | 37 | 28 | 28 | 12 | 10 |
Sector shapes the picture just as much as experience does—healthcare trails every other field, with the lowest overall adoption in the sample. Role matters too, and here the pattern flips: doctoral researchers make up the largest group in the survey overall, but among researchers who use AI regularly—faculty and postdoctoral researchers—take the lead instead, at 50% versus 33% for doctoral researchers. Regular use, in other words, skews more senior than the sample as a whole.
Two themes stood out most clearly in how researchers described their own use of AI: as a research support or thinking partner—helping brainstorm, structure ideas, and clarify thinking—and as a writing assistant, most often used to paraphrase or simplify dense material.
On AI as a research support or thinking partner
“AI helps me a lot to do brainstorming, discussion and providing consideration. I also use AI to help me to define my thoughts clearer in English, since my first language is not English. However, the thing that I need to be cautious [about] is the AI hallucinations in providing the information.”
On AI as a writing assistant
“Sometimes I read material that is too dense for me to understand. I ask AI to paraphrase into words that are simple.”
Those roles line up with where AI actually gets used. When combining regular and occasional use, literature review sees the highest AI use (71%), followed by transcription and data preparation (58%); interpretation and sense-making, the most analytically demanding stage, sees the least, at just 38%.
Researchers who have used AI (n=87).
| Research stage | Regularly | Sometimes | Rarely | Never | Not applicable |
|---|---|---|---|---|---|
| Literature searching | 30% (26) | 41% (36) | 14% (12) | 15% (13) | 0% (0) |
| Literature synthesis | 16% (14) | 41% (36) | 21% (18) | 22% (19) | 0% (0) |
| Research design or planning | 17% (15) | 29% (25) | 23% (20) | 28% (24) | 3% (3) |
| Data collection preparation (guides, protocols, survey questions) | 13% (11) | 26% (23) | 26% (23) | 31% (27) | 3% (3) |
| Transcription or data preparation | 26% (23) | 32% (28) | 18% (16) | 21% (18) | 2% (2) |
| Coding or categorizing data | 14% (12) | 31% (27) | 20% (17) | 31% (27) | 5% (4) |
| Theme development or pattern identification | 15% (13) | 28% (24) | 28% (24) | 26% (23) | 3% (3) |
| Interpretation and sense-making | 8% (7) | 30% (26) | 22% (19) | 37% (32) | 3% (3) |
| Writing, reporting, or presenting | 16% (14) | 28% (24) | 32% (28) | 22% (19) | 2% (2) |
Researchers with 2–5 years’ experience accounted for the largest share of positive-use mentions across writing, research support, coding, literature review, and transcription combined.
Themes coded from open-ended descriptions of memorable AI experiences.
Share of coded mentions within each theme. Themes coded in NVivo.
| Theme | Under 2 yrs | 2–5 yrs | 6–10 yrs | 11–20 yrs | 20+ yrs |
|---|---|---|---|---|---|
| AI as a research support or thinking partner | 80% | 0% | 20% | 0% | 0% |
| AI as a writing assistant | 25% | 50% | 12% | 12% | 0% |
| AI for coding and analysis | 0% | 67% | 0% | 33% | 0% |
| AI for literature review | 0% | 67% | 0% | 33% | 0% |
| AI in transcription | 0% | 67% | 0% | 0% | 33% |
| Concerns about privacy and ethics | 0% | 100% | 0% | 0% | 0% |
| Hallucination and inaccuracy issues | 17% | 42% | 25% | 8% | 8% |
| Impact on workflow and production | 0% | 100% | 0% | 0% | 0% |
Where researchers reach for AI most is also where they trust it most. For combined regular and occasional use, literature review sees the highest AI use (71%) and transcription the second-highest (58%). Those same two tasks are exactly where trust in AI-generated outputs runs highest too: 34% report high or very high trust in AI for summarizing coded material, and 33% for transcription or data preparation. Interpretation and sense-making, the task researchers hand to AI least (just 8% regular use), is also the task they trust it with least (20% high or very high trust).
That’s not a coincidence—it’s the same instinct showing up twice, once in behavior and once in stated trust. Transcription and data preparation stands out as the clearest case: it’s the one task in the survey where trust in AI’s output outweighs distrust, making it the closest thing to a settled, comfortable use case researchers described.
All respondents (n=115), assuming they could review outputs against source materials. Switch to the full distribution to see moderate trust and “not applicable”.
Trust = high or very high trust. Distrust = low or no trust at all. Both as a share of all 115 respondents.
| Research task | No trust at all | Low trust | Moderate trust | High trust | Very high trust | Not applicable |
|---|---|---|---|---|---|---|
| Transcription or data preparation | 10% (11) | 17% (19) | 38% (44) | 27% (31) | 6% (7) | 3% (3) |
| Summarizing coded material or themes | 12% (14) | 25% (29) | 25% (29) | 29% (33) | 5% (6) | 3% (4) |
| Summarizing research materials | 11% (13) | 17% (19) | 43% (49) | 23% (27) | 3% (4) | 3% (3) |
| Literature review support | 12% (14) | 19% (22) | 38% (44) | 23% (27) | 5% (6) | 2% (2) |
| Suggesting codes or categories | 16% (18) | 22% (25) | 29% (33) | 23% (27) | 6% (7) | 4% (5) |
| Drafting methods or findings text | 16% (18) | 21% (24) | 30% (35) | 23% (27) | 5% (6) | 4% (5) |
| Producing evidence links or audit trails | 13% (15) | 23% (27) | 29% (33) | 21% (24) | 4% (5) | 10% (11) |
| Supporting interpretation or sense-making | 22% (25) | 23% (26) | 30% (35) | 17% (20) | 3% (4) | 4% (5) |
That narrow pocket of trust doesn’t offset the concern underneath it. Distrust outweighs trust in seven of eight tasks tested; transcription and data preparation is the exception. And the concern runs deeper than task-level skepticism: 87% of researchers are concerned or very concerned about accuracy and hallucination risk, 86% about research integrity, and 85% about data privacy—the three highest, most tightly clustered concerns in the survey.
All respondents (n=115).
| Concern | Very concerned | Somewhat concerned | Neutral | Not very concerned | Not at all concerned | Not applicable |
|---|---|---|---|---|---|---|
| Accuracy or hallucination risk | 65% (75) | 22% (25) | 4% (5) | 4% (5) | 0% (0) | 4% (5) |
| Research integrity and rigor | 64% (74) | 22% (25) | 5% (6) | 5% (6) | 0% (0) | 3% (4) |
| Data privacy and confidentiality | 63% (73) | 22% (25) | 10% (11) | 3% (3) | 0% (0) | 3% (3) |
| Bias in AI-generated outputs | 52% (60) | 29% (33) | 10% (11) | 4% (5) | 1% (1) | 4% (5) |
| Lack of transparency about how AI was used | 49% (56) | 28% (32) | 10% (12) | 10% (11) | 0% (0) | 3% (4) |
| Institutional or ethics approval requirements | 45% (52) | 25% (29) | 15% (17) | 9% (10) | 2% (2) | 4% (5) |
| Loss of researcher control or analytical authority | 47% (54) | 22% (25) | 17% (20) | 6% (7) | 4% (5) | 3% (4) |
| Long-term access to AI-generated project materials | 35% (40) | 27% (31) | 18% (21) | 14% (16) | 1% (1) | 5% (6) |
Yet when asked what’s actually limiting their AI use in practice, distrust of outputs tops the list (57%), ahead of privacy and data security (51%), cost, or training gaps—concern is broad, but distrust of the work itself is what holds researchers back most.
All respondents (n=115), selecting up to three barriers, so shares add to more than 100%.
| Barrier | All respondents |
|---|---|
| I do not trust the outputs enough | 57% (66) |
| Privacy or data security concerns | 51% (59) |
| Uncertainty about how journals, reviewers, funders, or clients view AI use | 31% (36) |
| Lack of training or skills | 24% (28) |
| No clear institutional guidance | 17% (20) |
| Cost of tools | 15% (17) |
| I do not perceive a strong enough benefit | 10% (11) |
| No significant barriers for me | 8% (9) |
| The tools do not suit my research type or methodology | 7% (8) |
| Internet access, IT restrictions, or software deployment constraints | 1% (1) |
| Other | 9% (10) |
| Base (n) | 115 |
Concern isn’t spread evenly across the field, and one group stands out across nearly every category: doctoral researchers. They’re named alongside academic and independent/consultant researchers as particularly evident on accuracy, and trust issues; alongside academic researchers specifically for hallucinations and misleading outputs; and on their own for privacy and ethical concerns, where they also accounted for the largest share of responses relating to prompting and learning challenges and data management challenges. Government and public sector researchers were particularly represented in data management, prompting and learning, and utility and functionality limitations.
On hallucination and fabricated information
“Trying to gather relevant literature for a lit review, used Copilot. It fabricated sources that did not exist and even fabricated hyperlinks. When I told it it was fabricated, it apologized and then provided more fabricated sources.”
On AI inventing information not present in the source data
“AI hallucinations. If it does not have the answer it will make something up, even when given a limited amount of data, told to only use / compile information given, it still adds information that does not exist.”
On data privacy concerns
“I use ChatGPT. The upside is that it streamlines the workflow, especially for high-volume data. The negative is that, despite the terms and conditions, I have privacy concerns.”
Given where trust breaks down, researchers were direct about what would change that. Several themes stood out, each pointing to a different layer of the gap between AI’s current capabilities and what research demands of it.
The most consistent ask was for verification built into the tool itself—researchers want AI-generated findings backed by visible evidence and traceable to source material, not asserted on faith. Close behind was a call for human oversight as a structural rule rather than an individual habit: AI treated as a first draft or second opinion, with a human required to confirm before anything counts as a finding. Clearer institutional guidance and stronger data privacy guarantees rounded out the list, often specifically framed as an approved, vetted list of AI tools rather than an open-ended policy.
On checking and verifying AI output
“More supporting evidence presented in responses. i.e., ChatGPT may say ‘I found this theme,’ but I would want to see examples to support that conclusion.”
On human oversight and AI’s proper role
“AI output treated as a first draft or second opinion, never a final answer, especially for interpretation, coding qualitative data, or synthesizing literature. A clear rule: AI can suggest, a human must confirm.”
On data privacy and institutional guidance
“I feel like privacy is key. It would be helpful if universities, institutions, etc., had an approved list of AI tools and how they may be used.”
Together, these asks describe something more specific than “better AI”—they describe rigor as a built-in feature, not an added responsibility for the researcher to carry alone. Researchers have, in effect, already written the requirements. What has been missing is a tool built to them.
Themes coded from open-ended answers on what would need to change.
Share of coded mentions within each theme. Themes coded in NVivo.
| Theme | Under 2 yrs | 2–5 yrs | 6–10 yrs | 11–20 yrs | 20+ yrs |
|---|---|---|---|---|---|
| Technical features and improvements | 33% | 33% | 33% | 0% | 0% |
| Human oversight and interpretation | 0% | 60% | 40% | 0% | 0% |
| Guidelines and policies | 40% | 20% | 0% | 40% | 0% |
| Ethics and responsibility in AI use | 16% | 34% | 34% | 0% | 16% |
| Data privacy and security | 19% | 41% | 40% | 0% | 0% |
| Checking and verification of AI output | 43% | 57% | 0% | 0% | 0% |
Separately, when asked what would need to change in the AI tools, policy, or their field more broadly, a smaller group raised something more fundamental than a feature request—moral and environmental objections to AI as a category, separate from how well any given tool performs. One respondent, a doctoral researcher, put it plainly: they didn’t see their objections changing “until major environmental and economic issues are addressed.”
Institutional policy exists more often than confidence in AI does. 70% of researchers report their organization has some form of AI policy—38% specifically permit use with disclosure or review requirements—but policy clarity hasn’t fully translated into consistent adoption. Among researchers who’ve tried AI without adopting it consistently, the largest share—45%—work at institutions with restrictive AI policies, more than double any other policy type.
Compare all respondents with those who have tried AI but not adopted it. Showing: All respondents (n=115)
| Institutional AI policy | All respondents | Tried AI, not consistently | Regular AI users |
|---|---|---|---|
| Yes — permits AI use with disclosure or review requirements | 38% (44) | 23% (5) | 46% (11) |
| Yes — restricts or prohibits some AI use | 19% (22) | 45% (10) | 12% (3) |
| Yes — but I’m not sure of the details | 13% (15) | 14% (3) | 4% (1) |
| No formal policy or guidance exists | 22% (25) | 18% (4) | 33% (8) |
| I don’t know | 5% (6) | 0% (0) | 0% (0) |
| Not applicable — I work independently | 3% (3) | 0% (0) | 4% (1) |
| Base (n) | 115 | 22 | 24 |
Disclosure practices vary just as widely. About half of AI users say they disclose it “always” or “when required,” while a smaller share say they don’t disclose it at all. Where formal disclosure is inconsistent, personal verification is not.
On why disclosure matters
“Disclosure is key, and so is the ethical use of AI without infringing on the rights of others.”
The large majority of researchers manually review AI output against source data or cross-check it against their own independent analysis.
Researchers who have used AI (n=87), selecting all that apply.
| Validation practice | Researchers who have used AI |
|---|---|
| I manually review AI-generated outputs against the source data | 61% (53) |
| I compare AI outputs with my own independent analysis | 59% (51) |
| I use AI only for drafts and substantially revise the outputs | 31% (27) |
| I discuss outputs with colleagues or a research team | 22% (19) |
| I cross-check with a second human coder or reviewer | 15% (13) |
| I use reflexive memoing to document decisions | 15% (13) |
| I use inter-rater reliability or agreement metrics where appropriate | 9% (8) |
| I do not currently validate AI outputs formally | 1% (1) |
| I do not use AI for analysis, coding, summarization, or interpretation tasks | 28% (24) |
| Base (n) | 87 |
That same pattern extends to how researchers think AI should function at all: most believe it should generate suggestions for a human to review and decide on, a view that grows even stronger among researchers with direct experience using it.
Compare views by how much researchers use AI today. Showing: All respondents (n=115)
“Not using AI” combines researchers who have tried AI without using it consistently, have not yet used it, or have chosen not to.
| View of AI’s role | All respondents | Regular AI users | Occasional users | Not using AI |
|---|---|---|---|---|
| AI should generate suggestions that researchers review, refine, and decide whether to use | 48% (55) | 71% (17) | 59% (24) | 28% (14) |
| AI should only assist with administrative or preparatory tasks | 20% (23) | 8% (2) | 12% (5) | 32% (16) |
| AI can perform some research tasks independently where appropriate | 9% (10) | 12% (3) | 15% (6) | 2% (1) |
| AI should not be used in qualitative or mixed methods research | 8% (9) | 4% (1) | 0% (0) | 16% (8) |
| I’m not sure | 16% (18) | 4% (1) | 15% (6) | 22% (11) |
| Base (n) | 115 | 24 | 41 | 50 |
Government agencies, healthcare organizations, and commercial research settings were examined together as a non-academic segment, separate from the broader academic-dominated sample. Usage here leans occasional rather than routine: 35% use AI for specific tasks now and then, and another 24% have tried it without settling into consistent use.
The same three groups also surfaced in the broader qualitative coding, where their described experiences and concerns diverged by setting:
Data privacy tells a more layered story here than the headline concern suggests. General concern about privacy and confidentiality runs lower than the overall sample—65% somewhat or very concerned, versus 85%. But satisfaction with how their own tool actually handles data privacy and security is far less settled: only 25% are very satisfied, and the largest group (35%) is neutral.
Compare the segment with the full sample. Showing: Government, healthcare & commercial (n=17)
Note: Given the limited size of these groups, findings here are indicative rather than statistically representative.
| Data privacy concern | Government, healthcare & commercial | Full sample |
|---|---|---|
| Very concerned | 53% (9) | 63% (73) |
| Somewhat concerned | 12% (2) | 22% (25) |
| Neutral | 18% (3) | 10% (11) |
| Not very concerned | 6% (1) | 3% (3) |
| Not at all concerned | 0% (0) | 0% (0) |
| Not applicable | 12% (2) | 3% (3) |
| Base (n) | 17 | 115 |
Across every section of this survey, two numbers sit next to each other: 57% of researchers already use AI, and roughly 9 in 10 are concerned about the accuracy, integrity, or privacy of what it produces—87%, 86%, and 85% concerned about each in turn. This isn’t a contradiction in the data—it shows up within the same respondents, often in the same sentence of an open-ended answer.
The pattern holds at every level of analysis. Trust is highest for tasks that are easy to verify and lowest for the interpretive work at the center of qualitative analysis.
Distrust of outputs, not cost or training gaps, is the most-cited reason researchers don’t use AI more—a finding that holds in the general sample and, at a lower intensity, in government, healthcare, and commercial settings too.
Where formal governance is inconsistent, informal verification isn’t: researchers check AI’s work against source data themselves or cross-reference it against their own analysis. And when asked directly what would change their minds, researchers didn’t ask for less oversight—they asked for more, built into the tool itself: visible evidence, traceability, a human required to confirm before anything counts as a finding.
9 in 10
are concerned about the accuracy, integrity, or privacy of what AI produces—yet 57% of researchers already use it.
87% accuracy, 86% integrity, 85% privacy; all 115 respondentsThe bottom line: researchers have not been waiting for permission to use AI. They’ve been supplying the rigor it lacks—manually, inconsistently, and alone. That’s not a sustainable division of labor. It’s a gap that needs to be closed by the tool, not the researcher.
Not every use of AI carries the same risk. A researcher using AI to draft an interview guide is taking on very little; a researcher relying on AI to surface a theme, with no way to trace it back to the data, is taking on a great deal. What researchers in this report are asking for isn’t rigor performed despite the AI tool—it’s rigor the AI tool helps put on the record.
The findings in this report set a bar, and we at Lumivero intend to be measured against it.
For more than three decades, researchers have trusted our research software to hold the infrastructure of rigor: audit trails, transparent coding, a defensible chain of evidence from raw data to finding. As we bring AI into that same environment, we are holding it to the same standard the researchers in this report demand of it:
Researchers want AI-generated findings backed by visible evidence, not asserted on faith.
Verification and traceability—findings checkable against source material—was the most frequently requested change.
AI treated as a first draft or second opinion, with a human required to confirm before anything counts as a finding.
We are building AI that answers to the researcher, not the other way around. The costs this report documents—hours spent verifying by hand, rigor performed invisibly in side documents, institutions restricting what they cannot audit—are design problems, and we are treating them as ours to solve. Researchers should never have to choose between speed and rigor; our job is to build software where that choice never comes up.
You bring the judgment. Our job is to keep the record.
Learn more about NVivo AI Cloud—AI-powered research software built to keep your judgment on the record.
Sample. This report is based on a survey of 115 researchers, academics, practitioners, and students engaged in qualitative or mixed methods research, examining current AI adoption, tool use, trust, and governance practices. The survey combined closed-ended questions, analyzed quantitatively, with open-ended questions on memorable AI experiences, frustrations, and desired changes, coded thematically. The survey was fielded from June 25, 2026 to August 14, 2026.
Doctoral researchers and PhD students made up the largest group (43 respondents), followed by academic researchers—faculty, postdocs, or equivalent (35 respondents). The sample skewed early-career: 32% reported less than two years of experience conducting, supporting, or supervising qualitative research. Geographically, the sample leaned toward North America (39%), followed by Europe (22%) and Asia Pacific (18%).
Not all questions were presented to or answered by the full sample. Two questions cited in this report were shown only to relevant sub-groups: “Which AI tools do you currently use in your research?” applied to 87 respondents who had used AI tools; “What is the primary reason you have not used AI tools in your research?” applied to 28 respondents who had not used AI tools. Percentages for these questions are calculated against their respective sub-group base, not the full sample of 115.
A commercial and public-sector addendum separately examined three sub-segments: government or public sector agencies, healthcare organizations, and market/UX research. Given the small sample sizes, these sub-segment findings should be treated as indicative rather than statistically representative—this caveat should be retained anywhere these figures are cited.
Analysis team:
Written and edited by: Abigail Jacobsen, Senior Content Marketing Manager, Lumivero
Tool citations:
Source: Lumivero, The State of AI in Qualitative and Mixed Methods Research (2026). Survey of 115 researchers, fielded June 25 to August 14, 2026. Chart percentages are calculated from the survey responses and rounded to whole numbers.
How can we help you? Contact us.