Basic coding in documents, PDFs, externals and memos


This topic will get you started with coding documents and PDFs—refer to More manual coding techniques for more information about coding.

What do you want to do?


 


Understand what you can code in documents

In document sources you can select and code text or images:

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1  Select and code portions of text—a few words, a whole passage or all text in the source. Click and drag to select the text you want to code. You can also double-click to select a word and triple-click to select a paragraph.

2  Select and code entire images.

3  Select and code text or images in tables

NOTE  If you have a collection of structured documents, you can use automatic coding techniques to speed up coding. For example,  if you are working with a collection of interview transcripts, you can automatically code the contents based on heading styles or paragraph number—refer to Automatic coding in document sources for more information.

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Understand what you can code in PDFs

You can select and code text or regions of the page:

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1  Select and code portions of text. By default, PDFs open in text selection mode—you can click and drag to select the text you want to code. You can also double-click to select a word and triple-click to select a line.

2  Select and code regions of a page. If you switch to region selection, you can click on an image to select it, or click and drag to select a rectangular region of the page. When you code a region, you are coding an image selection—if the region contains text, you are coding an image of text (rather than text).

To switch between text and region selection—on the Home tab, in the Editing group, under PDF Selection, click Text or Region.

NOTE

Understand what you can code in externals and memos

In externals and memos (just like in documents), you can select and code text and images—refer to Understand what you can code in documents for more information,

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Code at a node

  1. Select the content you want to code.

  2. On the Analyze tab, in the Coding group, under Code Selection At, click New Node.

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The New Node dialog box is displayed.

  1. (Optional) To choose where you want to store the node—in the Location box, click the Select button and select the location.

  2. Enter a name for the node.

  3. (Optional) Enter a description of the node.

  4. Click OK.

NOTE If you want to code at a node that already exists, click Existing Nodes, under Code Selection At, and select the relevant node. You can also drag and drop content on existing nodes—refer to More manual coding techniques for more detailed information about coding.

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See what you have coded

To see what has been coded in a source, you can

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For more detailed information on coding highlight and coding stripes—refer to Highlight coding or display coding stripes.

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Open a node to see the references

You can open a node to see all the coded references:

  1. In Navigation View, locate and click the folder that contains the node you want inspect.

  2. In List View, double-click the node. The node opens in Detail View.

  3. On the right of the node, click the Text tab or PDF tab.  

The Text tab shows content coded in documents, externals and memos. The PDF tab shows content coded in PDF sources.

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