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Data Importer - Codeframe Details Step

Configure names, descriptions and preset codes for any new codeframes.

Add Codeframe defaults

Study Questions & Answers

Questions available during import. The answers from questions can be used to create preset codes by dragging the question into the codes area of a Codeframe.

Manage Codeframes Panel

Change details about the codeframe description and label as well as update the available codes. Codes can be edited manually, bulk imported or added from existing questions.

Codeframe Dropdown

Switch between codeframes to update details.

Code List Panel

Display the preset codes available in this codeframe. You can add new preset codes in 3 ways.

  1. Add the codes manually one at a time using the "+" button.
  2. Add the codes in bulk by pasting them into a text box. The codes and nets (if any) and the full details are specified line by line in a csv format. For details, see the Bulk Code Import Dialog.
  3. Add the codes from an existing question in the Study Questions & Answers panel. To add question codes, drag the question from the Questions section on the left and drop it into the codeframe Codes section on the right.

To Remove codes from codeframe simple click on the "-" next to the code you would like to remove.

Edit Code List

You can edit the Code List form directly by editing the code or text fields in the list.

Bulk Code Import Dialog

Use this dialog to paste a list of codes/nets to be added to the code list. When you paste in the code list to the text box, you will move to the review step.

Add Codeframe defaults

Field Description
Level Number that represents the nesting level of the code
Is Net TRUE of FALSE if this row is a net
Value Numeric value of the code
Name Name of the net or code
Expression Regex string used to match words or phrases in verbatim responses for code
Color HTML hex code color to assign the code (will show in text or box next to code) or net
Message Note about how/why the code may be applied
Exclusive Indicates that the code can not be applied to a response with any other codes
Locked Indicates that the code can not be edited, nor moved

Sample Bulk Code CSV Format

Codes Only:
Level IsNet Value Name Expression Color Message Exclusive Locked
1 FALSE 1 Yes yes
1 FALSE 2 No no
1 FALSE 3 Unsure
Codes and Nets:

This has a top net Texture, a Juiciness subnet, and 2 codes under Juiciness. The level determines the nesting of the codes and nets.

Level IsNet Value Name Expression Color Message Exclusive Locked
1 true Texture (Net)
2 true Juiciness (Subnet)
3 false 19 Juiciness//More juicy//moist #cfcfcf test msg 1
3 false 82 Right amount of juiciness \<home>|\<house> 1
Complex Example:
Level IsNet Value Name expression color message exclusive locked
1 TRUE Top Net
2 TRUE Net A
3 FALSE 11 A1 Resp
3 FALSE 12 A2 Resp
2 TRUE Net B
3 TRUE Subnet B1
4 FALSE 21 B1.1 Resp
4 FALSE 22 B1.2 Resp
3 TRUE Subnet B2
4 FALSE 31 B2.1 Resp
4 FALSE 32 B2.2 Resp
2 TRUE Net C
3 FALSE 41 C1 Resp
3 FALSE 42 C2 Resp
3 FALSE 43 C3 Resp
2 FALSE 51 T1 Resp
2 FALSE 52 T2 Resp
2 FALSE 53 T3 Resp

This would import the following codeframe:

Complex Example Codeframe

Check Bulk Code Import

Check the table of code details that will be added to the code list. If the results don't look right, you can click Reset to start the bulk import over, or Cancel to close the dialog. Click Preview Codes & Nets to move the the final review step.

Check Codes Details

Preview Codes & Nets

This step shows the structure of Nets and Codes. If there aren't any nets, it will show the Codes only. Review the codes and nets to make sure they are what you want. Click Reset to start the bulk import over, or Cancel to close the dialog. Click Create Codes & Nets to complete the bulk import of codes to the codeframe.

Preview Codes & Nets

Review Each Codeframe

Check all of the codeframes in the Codeframe Dropdown and make sure the details are correct and that you have added all the preset codes you need to be prepared in the codeframes.

Next Steps

  • For File Import, click Next Step to finish the Data Import process behind the scenes. You will go back to the Data Loads screen for the study.
  • For Logician Import, click Next Step to move to the next step for additional options.

Next: Logician Import Additional Options Step