Colibri Quickstart Guide

This Quickstart Guide takes you on a common path through coding data in a Colibri study. It covers the following topics:

• Log In to Colibri
• Colibri Dashboard
• Create or Import Study
• Importing Data
• Select Questions to Import
• Setup initial Codeframe Codes
• Review What Data Was Loaded on Dashboard Screen
• Open Study Overview To Start Coding
• Create a Code or a Net
• Assign a Code to a Response
• Review of Coder Screen Features

Log In to Colibri

Once you log in to Colibri as described in Sign Up and Login, you will be taken to the Colibri Dashboard, the home page of Colibri.

Colibri Dashboard

The Colibri Dashboard allows you to view all available studies, link to manage a study or begin coding it. It allows you to view pinned studies or the all studies table or search for them. It also has links to management pages for the organization. The Dashboard view depends on the type of user logged in. You can access your account or logout through the header bar.

Studies View

Coder View of Pinned Studies

Admin View of Pinned Studies

Panels

Coder Panels

The top section of the Dashboard screen contains the Recently Accessed and My Open Studies panels for Coder users.

Admin Panels

The top section of the Dashboard screen contains the Admin Panel and other Panels that have Admin only functionality. Coder users see the Recently Accessed and Open Studies panels only.

1. Create or Import Study

Use this Create Study or Import Study links from the Admin Panel to add new studies. Use Create Study to set up a new study in Colibri or Import a study backup from Ascribe or Colibri. Data can be imported after setting up the study either way.

• Create Study
• Import Study

Construct a new study from the beginning without importing details from another system.

Fill in Study Details to Create a Study

Enter the following information for the study, then click Create Study.

Required Fields

Name	Description
Study ID	Unique identifier for the study
Name	Short, descriptive label for the study
Type	Specifies the source of the study data

Optional Fields

Name	Description
Description	Detailed explanation about the study
Client	Team/owner that has the ability to review the coding performed on the study
Wave Number	Similar to a version number. This combined with the study id create a unique project identifier

2. Importing Data

Let's get started loading data into a new study. Start a Data Load by clicking New Data Load in the Data Loads section of the study manager or by clicking the Load Data button on a study in the Dashboard. You can choose to import data from Logician or from a file.

Import From a File

We're goint to go through importing from a file. First you need to provide a Datafile to import. The datafile needs to contain the RID column and columns for the question responses. The datafile can be an Excel file or a txt/csv file.

Datafile

A datafile contains the raw respondent level data you wish to import. A data file must contain the RID column which represents a unique respondent identifier. Datafiles can be an Excel file or a txt/csv file.

Respondent Identifier and Question Data Columns

Name	Description
RID	Unique respondent identifier
QuestionID in Column Name (1 or more)	Include as many unique question columns as needed with the question's import ID as the column name

Select questions to import

After a data source has been selected, the next step is to select the questions that will be imported into the study in Colibri. Make sure to include all of the questions that will be used as question variables to reference or to code.

Select the questions/data that will be imported into the system. Once you are ready to continue, click on the Next button.

Question Grid

Displays the list of questions/variables that are available to bring into the coding system.

Name	Description
Coding Type	Type of data this response contains. OE, SOE or VAR
Avg WC	Average words per response.
QID	Question identifier
Question Text	Description of the question
Sample Data	A sample of data that is in a response

Coding Types Explained

Name	Description	Detail
None	No Coding Type	Question will not be imported
VAR	Variable	A question where the answers are predefined/limited
SOE	Short Open End	Answer represents a shorter verbatim. Typically used for other specify, brand lists, etc. or questions where the list of items mentioned will be limited
OE	Open End	Answer represents a verbatim that longer in nature and not constrained

Note that SOE and OE are functionally the same but are provided to allow a distinction during coding, reporting, and billing.

Create codeframe groupings

Once you have choosen the data to import you need to group the questions you are going to code into codeframes. You can organize codeframes however you want but in most cases one codeframe per question will be optimal. Once you have done that click on the Next button.

How to Create Codeframes from Questions

Assigning a Question to Codeframe

Drag a question from the Question section on the left onto an existing codeframe or the "Create New Codeframe" box.

Removing a Question from a Codeframe

Click the "-" for the question in the Manage Codeframes section to unassign that question.

Note: Questions in codeframes that are already coded cannot be removed.

Removing a Codeframe

Click on the "-" on an empty codeframe in the Manage Codeframes section and the codeframe will be removed.

Note you will not be able to continue to the next screen until you can assigned all the questions to a codeframe.

Setup initial codeframe codes

Now that questions have been assigned to codeframe you have the opportunity to add preset codes to the new codeframes. Presets might be existing questions that have a list of choices or a previous codeframe code list.

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.

Review Codeframes and Finish Import

Review the Codeframes and preset codes on this screen and click Next Step to finish the import process. The import will complete in the background after the Data Importer screen closes.

3. Review What Data Was Loaded on Dashboard Screen

Once you see the respondents column for the study you just created change from 0 to the number of respondents in the study your data is loaded. Click on the Edit Study button in the Study Action Bar. If your unsure if data loaded, you can also check the Datapull Manager.

Viewing Studies

The Dashboard Studies section shows the current studies in one of three views:

Studies View	Description
Card View	Pinned Studies displayed in grid of larger Cards (Default)
Table View	Pinned Studies in table format
All Studies View	Table format with all studies user has access to (coders only see those assigned)

Study Action Buttons

Name	Description
	Toggle if a study is Pinned, showing up in the My Pinned Studies list
	Opens the Study Manager
	Open the Data Importer for the study
	Opens the Notes dialog for editing/reviewing

4. Open Study Overview To Start Coding

Once you open the study overview you can click on the Launch button next to a question to start coding.

Start coding data

The coder screen is used to associate raw responses with codes. This is a complex screen and has many options. You can hover over any icon at any time to get context sensitive help.

The Code window Screen

Codeframe Header Panel

This panel allows you to sort the codes and code nets as well as toggle details on/off for codes and code nets.

Options

Name	Description
	Applies the filter expression to the codes and code nets shown.
	Orders the codes and code nets by order of creation
	Sorts codes and code nets alphabetically
	Sorts codes and code nets by output value
	Toggle code notes on/off
	Shows all codes and code nets
	Selects/deselects all codes
	Deletes all selected code and code nets
	Locks all selected code and code nets
	Renumbers the selected, which sets the Output Value for reporting
	Toggles code nets on/off
	Open the QC Screen

Response Header Panel

The response header panel allows you to sort, filter, and toggle details on/off for responses.

Sort Options

Name	Description
	Applies the filter expression to the responses.
	Sort the responses by order loaded
	Sort responses alphabetically
	Sort responses by respondent
	Sort responses by question
	Sort responses by length
	Sort respones by the number of codes applied to each response
	Sort responses by the number of exact duplicates

Response Detail Options

These options are used to show/hide relavant detail for each response.

Name	Description
Question ID	Toggle question ids on/off
Question Text	Toggle question text on/off
Respondent ID	Toggle respondetn ids on/off
Related Responses	Toggle related responses on/off

Actions

These are actions applied to responses.

Name	Description
	Shows.......
	Selects/unselects all responses
	Toggle duplicate mode on/off
	Mark all selected responses that have codes applied as completed

Filter Options

These options are used to filter the responses visible on the screen.

Name	Description
	Toggle questions being coded on/off
	Toggle on/off filter for responses with notes
	Toggle on/off filter for duplicate responses
	Filter for responses that are being worked
	Filter for responses that are marked as complete
	Filter for responses that are being worked or marked as complete
	Clear all response filters

Create a Code/Code Net

Creating a code is a simple process. There are two primary ways to create a code.

To create a code:

1. Click on the create dropdown in the codeframe pane and select "Create Code" from the dropdown.
2. Select part of the response text you want to create a code for and then click on create code in the window that pops up
3. Right click on an existing Code or Code Net and choose the options "Create Code Above/Below" option.

To create a code net

1. Click on the create dropdown in the codeframe pane and select "Create Code Net" from the dropdown.
2. Right click on an existing Code or Code Net and choose the option "Create New Net above/below" option.

Reordering Codes and Nets in a Codeframe

To reorder codes or Code Nets simple click on the item you wish to move and drag it to a new position. If you drag a net all child Code Nets and Codes will move with it.

Assign a Code to a response

To apply a code to response there are a few different ways

1. Drop a code on a response
2. Drop a code from a previous response and drop it on the response you want to code
3. Apply multiple codes to a response: Select the responses in the response panel and then right-click on the code you want to apply. From the pop-up menu, select "Apply this code to all selected responses"

Review of Coder Screen Features

Filter Codes

The simplisest way to filter codes is to type in a word or phrase in the code filter box. The code list will be automatically filtered as you type.

Filter Responses

Filtering responses can be accomplished by typing a word or phrase in the response filter box. The response list will be automatically filtered as you type.

Unlike code filtering, response filtering can be much more complex. The response header contains many options for you to apply to the visible response so you can view just the responses you want.

Files

The file windows shows you any files that an administrator has loaded. You can download and review the files from this windows.

Chatting with Other Coders

The Chat and Log window allows coders to communicate with each other as well as see any notes coders make about the current study.

Word Counts

Word counts allow you to quickly identify which words are appearing more frequntly. Once word counts are generated, this can take a while, they are displayed in a list that you can use to create codes.

What's Next?

This Quick Start Guide took us through the process of creating a study, importing data, and coding the imported respondent data. The sections highlighted here are covered in more detail in the following sections.

Finding Information in the User Guides

• The User Guides are organized by the different sections and topics in the Navigation Panel on the left.
• Use the Search Bar at the top of the Navigation Panel to find a topic anywhere in the documentation.
• You can also refer to the Table of Contents for a list of all user guide topics.