Create "candidate" user defined codes in a database

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There are two ways to create a user defined code in a dataset.

Prerequisite:

  • Must have already setup database with user-defined coding enabled (See Create a Database for more information.)  

 

Create a "user-defined" or "candidate" code to code one item at a time:

  1. Select the Code a Dataset option from the Coding panel.
  2. Select the dataset to be coded.
  3. One item at a time will display with the available coding options listed on the right-hand panel.  Select one code (or more, if applicable/permitted) by pressing the corresponding key as shown in the panel. 
  4. Select one of two options:
    • OPTION 1:  Type a word directly in the field in the right-hand panel and select the Code button when complete. 
    • OPTION 2:  Type multiple words directly in the field separated by a "pipe" |.  (On many keyboards it is the backslash with a shift held down.)  Select the Code (or Recode, if applicable) button when complete.

NOTE:  Although a code can be applied to an item via a click  of the mouse on the applicable code(s), using a keystroke instead of a mouse to code is a faster, more efficient method.

 

To create a "user-defined" or "candidate" code to code multiple items from the list view:

  1. Select a dataset from the Documents panel.  Select from the following choices:
    • OPTION 1:  
      • The units will appear in list view on the Search and Browse Dataset page.  Follow the steps to Code in the List View 
      • When in the Coding page, type a word directly in the field and select the Code button when complete.
    • OPTION 2:   
      • Follow the steps to Code in the List View and
      • From the Coding page, type multiple words directly in the field separated by a "pipe" |.  (On many keyboards it is the backslash with a shift held down.)  Select the Code (or Recode, if applicable) button when complete.
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