Create "candidate" user defined codes in a dataset

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

Prerequisite:

• Must have already setup dataset with user-defined coding enabled (See Create a Dataset 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.