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Synthesis: A multi-phase human-LLM collaborative pipeline adapted open, axial, and selective coding to build a hierarchical codebook from 45,000 messages exchanged between K-12 educators and a generative AI platform — an instance of LLMs as analytic assistants at a scale manual coding cannot match.

LLMs generated candidate labels and structured annotations at scale across three phases, while human researchers retained conceptual authority over category definitions, merging decisions, and interpretive frameworks — a human-in-the-loop division of labor.

The resulting 72-item codebook was validated through systematic human coding of an independent 2,560-message sample, with reliability established via set-valued agreement measures; human coders extended the instrument with five codes the LLM-assisted phases had not surfaced.

The article provides a procedural account (what LLMs can do, in which phases, under what safeguards) directly relevant to AIED research methodology and to conceptualizing how educators actually use generative AI platforms.

What this means for practice

  • Instructors. Treat the LLM as a labeling instrument rather than an interpretive agent: let it propose candidate labels and structured annotations, but keep category definitions and merging decisions under human consensus.
  • Instructors. Read raw data alongside model outputs at every phase and memo when proposals are misleading, generic, or skewed toward surface features, so the sites of potential model bias stay inspectable.
  • Researchers. Run the human validation phase as constitutive, not as a check appended to an LLM method: coding an independent 2,560-message sample supplied reliability evidence no model consistency can give and surfaced five codes the LLM-assisted phases missed.
  • Researchers. Report intercoder agreement at every level of the hierarchy with set-valued measures such as Jaccard similarity, since a single chance-corrected coefficient at the finest granularity treats partial convergence as full disagreement.

Limitations

  • All data come from one AI platform, and the codebook's domains reflect the professional activity that platform supports; teams studying other populations should expect the structure to transfer more readily than the items.
  • The pipeline used specific commercial models available during the study period, so the particular candidate labels are not reproducible in the strict sense — only the prompts, procedures, and human decision points are.
  • Human coder agreement, while adequate for multi-label coding at this codebook size, leaves room for improvement, which is why the calibration protocol is part of the method.
  • The study observes educator requests and platform responses, not classroom implementation: it characterizes what educators sought from the AI rather than what they subsequently did with it.

Citation

Liu, A., Sun, M., Esbenshade, L., Xiao, M., Tian, V., Zhang, Z., & He, K. (2026). Human-LLM collaborative inductive coding for conceptualizing K-12 educator AI use.

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