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:
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