Sets will allow you to combine and compare different sources that may have been lumped together. For instance, if you have two separate interviews for all of your informants, and these interviews have been lumped together in each informant’s node, in a set you can choose to look at all of your informant’s first interviews and then their second interviews.

By creating sets you will have the option of working only within one set or certain sets if you choose. Now you can run queries or re-run queries using a set or certain sets and gather information. For instance, you could make a set of first interviews and run queries on them or compare them to a set of second interviews. As always with queries, be sure to always label what you are doing and save it appropriately.




Create A Set:

Select "Sources" from the lower Navigation View -> Double-click the appropriate folder from the upper Navigation View -> Select the items you want to put into one set by holding the Shift key and clicking on the interviews -> Right-click -> Select “create as” from the drop down menu -> Select “Create as Set”.

Search Folders


Selecting the search folders option is simply a quick way in which to search for a project item via the folder you placed it in.
 You may also find it useful to create new search folders, such as folders that contain only certain types of nodes or sources, or only consider certain periods of time or only contain nodes created by a certain user.




Create a New Search Folder:

Select "Collections" from the lower Navigation View -> Select "Search Folders" from the upper Navigation View -> Right-click in the List View -> Choose "New Search Folder" from the drop down menu -> In the "General" tab fill out the name of the folder and its description -> Select the "Search Criteria" tab -> Fill out all applicable search parameters (for instance you could create a search folder that contains all the nodes created or modified during a certain time period) -> Select "OK".


A memo is a source you can create in order to store information on your project (such as a journal memo, to-do list memo, etc) or information about your sources (such as issues, comments, a summary of the information of a project item, etc). A memo link can be created from any memo or any source. For instance if you see a pattern emerging while you are working within a node, you could make a memo about the pattern and link it to the node for your future reference.

Each source or node may have a memo link attached to it, and each memo may only be attached to one project item.  It is also important to remember that you do not need to link a memo to any project item, for instance using a memo as a Progress Journal or as a To-Do List.


Create a Memo Link:

Select the item you wish to connect to a memo -> Right-click -> Select "Links" -> Select "Memo Link" -> If you have already created the memo choose "Link to Existing Memo" or if you have not created the memo choose "Link to New Memo".

For an existing memo: Select the appropriate memo from the pop-up menu -> Select "OK".

For a new memo: A box will pop up prompting you to fill out the criteria of your new memo -> Fill out the information in both tabs ->Select "OK" -> Go to the new memo to record your thoughts.

*Remember each memo may only have one memo link*

A See Also Link is a type of Memo Link that allows you to connect specific portions of a project item with a separate memo, for instance you may come across a line of text that supports your theory or something you may have read elsewhere.  It is a good way to link your thoughts on these connections to that certain piece of evidence. You may have more than one "See Also Link" per memo, for instance you may want to create one memo with all your "See Also Links" or you may want to create one memo for each, this organization is entirely up to you.

A See Also Link is different from an “Annotation” because it creates a bridge between the data and the memo, allowing you to go between the memo and the item. You can conceptualize it as a pathway between two different spaces, the memo and the data.

They are also useful because you may export the memo to a Word document and it will include your “See Also link” as an End Note.



Create a See Also Link:

Locate the data you want to use -> Highlight the portion of the data you are interested in -> Right-click -> Select "Copy" from the drop down menu -> Go into your memo -> Highlight the relevant portion of your memo note -> Right-click -> Select the option “paste as see also link” from the drop down menu.

When you highlight the portion of the memo, be sure not to highlight all the way to the end of the sentence, because then the link will continue on. You want to contain it within the sentence.




Export a See Also Link:

Select "Collections" from the lower Navigation View -> Select the "See Also Links" folder from the upper Navigation View -> Select the See Also Links you would like to export (if you want to export more than one, hold down the Shift key as you select them) -> Right-click -> Select "Export List" -> Give the file a name -> Select the desired location -> Select "Save".


Annotations are useful for commenting on specific aspets of your project items (such as transcription issues, additional information, etc).  For instance, in an interview you could record additional information that does not come up in the transcript or point out something you notice in a recorded interview, such as adding that the college your interviewee attended was Columbia University, or recording the fact that during a particular portion of the interview the informant's body language changed.

An Annotation is different from a “See Also link” because it is a short comment on a piece of data, no pathway is created via adding an annotation.

Once you have created an annotation, there will be a blue highlight over the words to inform you that there is an annotation there. If you click on the number of the annotation then the word/phrase it is attached to will turn teal. You can put more than one annotation over one word/phrase.



Create an Annotation:

Highlight the section of text you would like to annotate -> Right-click -> Select "Links" from the drop down menu -> Select "Annotation" ->Select "New Annotation" -> Record your thoughts -> Select "OK".


How to view the annotations on a piece of data:

Select the “View” tab on the top menu ribbon -> Select the “Links” section -> Check the box for “Annotations”.