Create and apply user-defined codes in a dataset

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A quick way to create and use user-defined codes in a dataset.

 Prerequisite:

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

 Steps

  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. 

NOTE:  Although a code can be applied to an item via a mouse click, 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 one item at a time:

  1. Type a word directly in the field in the right-hand panel and select the Code button when complete. 
  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.

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

  1. Select a dataset from the Documents panel.
  2. The units will appear in list view on the Search and Browse Dataset page.
    1. Follow the steps to Code in the List View and:
      1. When in the Coding page, type a word directly in the field and select the Code button when complete. 

OR

  1. 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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