Building a Codebook

A codebook defines the categories you use to analyze qualitative data. This tool helps you create, edit, and manage your coding categories.

What this section is about

Content analysis requires a systematic coding scheme. Each category needs a clear definition, coding rule, and anchor example. This feature provides a structured interface to build and maintain your codebook.

When you should use this

Use this feature when you:
•    Are preparing for qualitative analysis
•    Need to define coding categories
•    Want to import from Research Setup
•    Need to export/import via CSV

How it works

 

1. Navigate to Qualitative > Codebook
2. Create a new codebook:
   •    Enter a title
   •    Click "Create"
   
3. Add categories manually:
   •    Click "Add Category"
   •    Enter: Name, Definition, Coding Rule, Anchor Example
   •    Click "Save"
4. Or adopt from Research Setup:
   •    Generate a Research Setup first
   •    Click "Add as Codebook" from that page
   •    Categories are automatically created
5. Manage existing categories:
   •    Edit any field inline
   •    Reorder using drag handles
   •    Delete categories as needed
   •    Save changes
6. Export/Import:
   •    Export CSV: Download current codebook
   •    Import CSV: Upload categories from file

CSV Format Example

   Category,Definition,Coding Rule,Anchor Example
   "Challenge","Description of difficulty","Apply when...","Example quote"

[Placeholder - Screenshot of Codebook editor with categories]

Important notes
•    Use clear, mutually exclusive definitions
•    Anchor examples help with consistent coding
•    Export before major changes as backup
•    Multiple codebooks can exist for different projects

 

Related sections
•    Research Setup
•    Auto-Coding
•    Analysis & Summaries