03 - View and Edit Data

Transcription

1 03 - View and Edit Data

2 Contents 03 - VIEW AND EDIT DATA... 1 VIEW DOCUMENTS... 1 Open and view two documents windows... 2 Opening Documents in Tabs... 5 EDIT TEXT DOCUMENTS AND TABLES... 5 Save Text Edits... 6 Undo Text Changes... 6 LINE NUMBERS IN TEXT DOCUMENTS... 7 RENAME AND DELETE DOCUMENTS... 8 ASSIGN A COLOR TO A DOCUMENTS... 9 THE DOCUMENT PROPERTIES WINDOW... 10

3 03 - View and Edit Data View Documents To view and edit a document, it must be open. MAXQDA will automatically open the most recently imported document. To open a specific document in MAXQDA, you can: double-click on the document in the Document System, or right-click on the document in the Document System and choose Open document. The document is then opened in the Document Browser, and the icon next to the name of the document in the Document System changes from a sheet of paper to a sheet of paper with a pencil on it. You can now begin to work with the document in the Document Browser. You can code document or picture segments, attach memos, link segments, insert external links, edit text, or add new text. Document Browser Setup The Document Browser window has the following setup: 1

4 Document Browser window setup The window title displays the name of the open project and on the right there are some icons for controlling the display. The coding bar is located directly underneath it, with which you can code the document. Coded segments in the document are visualized in the gray side area with so-called "coding strips". In the memo column, you can attach yellow memos with notes on the data. For texts, as shown in the example, there is a column with paragraph numbers immediately to the left of the text, and each paragraph that is not empty receives a consecutive number in MAXQDA. You can use these numbers as sources for citations from the material. Open and view two documents windows In MAXQDA's Document Browser you can only open and edit one document. But you can still open two documents simultaneously, each in in a separate document browser. This is helpful notably for conducting literature reviews: Open a publication as a PDF in one window and code thematically, directly from the document. You can simultaneously open and code a text document in which you have made your notes in the second window. To open a document in its own document browser, right-click on the document in the Document System and select and select the option Open document in second Document Browser. The second document browser will open and display the selected 2

5 document. Open document in second Document Browser What are the rules for working with the second document browser? The following functionalities will make your work easier: Document Links When you click on a document link within a document, it will open in a second document browser, while the original document or section remains displayed. This allows you to view both linked document sections at the same time. You can find further information on document links here. Coding and Coding Stripes The drop-down Code toolbar is always displayed in the first document browser. The second document browser will display its own Code toolbar. 3

6 Code toolbar in the second document browser If the same document is displayed in both the document browsers, newly added codes are displayed immediately in both browsers after they are created; the display is thus synchronized. The filter settings for the displayed coding stripes are saved separately for each document browser. In this way, you can display, for example, only red coding stripes in one document browser, and only coding stripes by a specific author in the other document browser. Once you close the second document browser, the selection of the coding stripes is reset: that is, the next time you open the second document browser, all coding stripes will be turned on and visible (of course, only if they were created while coding the document.) Jump from segments to the Retrieved Segments and Overview of Coded Segments Clicking on the source data in the "Retrieved segments" window always brings up the selected segment in the standard document browser, not in the new second document browser. The same is true for browsing the segments in the "Overview of Coded Segments". Editing documents In the second document browser, you can switch to edit mode at any time by clicking the button, to make changes to the document. Please note that only one of the two open documents can be in Edit mode at a time. Note: If the same document is open in both MAXQDA document browsers, it is not possible to edit the document. 4

7 Opening Documents in Tabs MAXQDA includes the option of opening more than one document in the Document Browser at once, each opened in a separate tab. This allows you to switch quickly back and forth between documents. Once you have opened documents in tabs, you can switch to any of them by clicking on the appropriate tab at the top of the Document Browser. Documents can be opened in tabs by holding the Shift key and double-clicking on the document or by right-clicking on the document and selecting Open in a new tab. Once a document has been opened in this way, tabs will appear at the top of the Document Browser with the names of each of the documents open. You can switch between the documents by clicking once on the appropriate tab. The tabs can be closed individually. If tabs are already open, a document opened in the normal fashion from the Document System will appear in the currently selected tab in the Document Browser. Tip: To open all documents in a document group in Tabs, drag the document group into the Document Browser with the left mouse button, then release. Edit Text Documents and Tables Text documents and tables can t be modified after you open them in the "Document Browser, to prevent unintentional changes to the document during your analysis. However, you can open a document in "Edit mode" at any time, which allows you to adapt the text, for example, to correct a typo or error. You also need the edit mode to create a new text in MAXQDA. To turn on Edit Mode: Click on the Edit Mode icon in the Document Browser toolbar as in the image below. Alternatively, you can also use the shortcuts Strg+E (Windows) or cmd+e (Mac). Turn Edit Mode on/off 5

8 For text documents, the usual text formatting functions such as font size and size are available in Edit Mode. A separate formatting toolbar will appear below the coding toolbar. Formatting toolbar for text documents You can edit both the content and presentation of texts in table documents. Save Text Edits The changes made in the edit mode are transferred to the MAXQDA project file when the Edit mode is closed. The modified text is saved every 5 minutes as you go. You can set this backup interval in the settings of MAXQDA, which can be opened via the gear symbol on the top right of your window. Set the interval for Autosave in Edit Mode Undo Text Changes You can undo changes made in Edit mode- this works in the same way as in Word. For example, if you delete or reinsert a text passage, you can undo all these steps. You can do this either by right-clicking the context menu in the "Document Browser" and selecting the Undo Text Changes option. 6

9 Alternatively, you click on the symbol in the toolbar: With the 'Undo All Text Changes' option, you can undo all the changes made since you last opened the Edit mode with one click. Line Numbers in Text Documents When importing texts into MAXQDA, all paragraphs have a number to use when citing the data. In most cases this is sufficient with regard to the accuracy of the citation. Sometimes, however, you want to work with citation numbering instead of paragraph numbering. To do this, you need to fix the width of a text. Load the relevant text into the "Document Browser", activate edit mode, open a context menu by right-clicking the text and select Convert to Line Numbered Text. In the following dialog box, the desired width of the text can be set in characters, e.g. 40 characters, 50 characters, etc. Set max. line length The result is a line-numbered text with a fixed number of characters per line and a paragraph mark at the end of the line. 7

10 Rename and Delete Documents Document groups, document sets, and individual documents can be renamed at any point. Simply right-click on any of these objects and select the appropriate entry from the context menu. It is not recommended that you have more than one document with the same name. It is possible, but it can be very confusing. Right-clicking on documents opens the context menu, giving you the option Delete document, which also deletes the coded segments, memos, and links associated with it. In the context menu for a document group, you also have the Delete document group option, which deletes all the documents in a group in one single action. 8

11 Context menu for a document Assign a Color to a Documents You have the option of assigning a color to each of your documents. This color is then used in all tables and visualizations, including in MAXMaps. For example, you can use color attributes to indicate the processing status of a document or to make other features, such as the interviewer or the location, visible. To assign a color, right-click on the document and select Color from the context menu that appears. 9

12 Choose a color in the context menu Click on one of the standard colors it will be displayed on the document symbol. Click the icons to the right of the color squares to select your own colors. The color attributes of the documents are listed by default in the first column of the "Data editor for document variables" and the "Document overview". Since each column can be used as a sorting criterion, overviews can also be sorted according to color. Documents with the same color will then be listed one after the other regardless of the document group to which they are assigned. The Document Properties Window If you right-click on a document in the Document System or "Data Editor for Document Variables" and select Properties, the following window will appear, which lets you view and change certain settings for that document: 10

13 Document properties window Read-only if this box is checked, the document will no longer be editable, even in Edit Mode. This is the default setting for PDFs and Image files. External Document If this box is checked, it means that the document is not actually part of the MAXQDA project file. Instead it has been copied into the folder for externally-linked files. In this case, the file name is also indicated under Original Path. To import an externally stored document into the MAXQDA project file, click on the Embed external document button. Media file If you want to link a document to an audio or video file, you can insert the path to that document in this field. To do so, click on the line, then the button with the three dots at the end of the line External link 1/2/3 To create a link to a file that is accessible from your computer and contains, for example, additional information about the interviewee or image, click in the line for the external links and then click the three points at the end of the line. 11