In this activity, you will be introduced to the basic workflow in QualCoder. You will create a new project, import your files, and complete your first round of coding to begin identifying patterns in the data.
- Creating a New Project
- Open QualCoder
- From the top menu, click Project → New Project
- In the dialog box:
- Enter a project name (e.g., “2019 Youth Climate March News Analysis”)
- Choose a location on your computer to save the project - Click Save
- Navigating the QualCoder Workspace. Once your project is created, you will see the main QualCoder interface. The workspace is organized into a few key areas that you will use throughout your analysis.
- Top Menu Bar. Located at the top of the screen. Contains key functions such as:
- Project management
- Importing files
- Coding tools
- Help - Main functional tabs. These tabs allow you to switch between different tasks in QualCoder
- Located below the top menu bar - Workspace (Main Working Area). The central area where your data is displayed - This is where you:
- Read your documents
- Highlight text
- Apply codes
- Importing Text Files into Your Project
- Download the two workshop activity files from this directory
- From the top menu, click Manage → Manage Files
- In the Manage Files tab, click the Add File
- Navigate to the two files you downloaded
- Select both text files and click Open
- Click Close to return to the main workspace
- Viewing Your Imported Files
- Your imported files will now appear in the Files panel
- Double-click on a file to view or edit it
- Working with PDFs in QualCoder. QualCoder 4.0 allows you to code text and image areas directly on PDF pages. This makes it easier to work with PDF documents while viewing their original layout. However, PDF formatting can sometimes affect how text and other elements are displayed, particularly in documents with multiple columns or complex layouts.
- From the top menu, click Coding → Code Pdf
- Select one of your imported PDF files
- The PDF viewer displays the document, allowing you to navigate through its pages.
- Select the text you want to code directly on the PDF page.
- Apply an existing code or create a new code for the selected text.
- From the top menu, click Coding → Code Pdf
- First Round of Coding
- Codes are labels that help you group together pieces of data that relate to the same idea, theme, or concept. When you code text, you are marking sections of your data so they can be easily retrieved and analyzed later.
- Apply Your First Code (Create a New Code). Read through the document and identify a meaningful sentence or phrase
- Highlight the text you want to code
- Right-click on the highlighted text
- Select Mark with new code (N), or press N key
- Enter a name for your code (e.g., “Increasing temperature”)
- Click OK
- Your new code will appear in the Codes panel on the left side of the screen.
- Apply an Existing Code
- Read through the document and identify another relevant sentence or phrase
- Highlight the text you want to code
- Right-click on the highlighted text, select Mark with recent code (R)
- Choose the appropriate code from the list (e.g., “Increasing temperature”)
- As you read through the article, you may notice that some codes are related. For example, increasing temperature can be linked to impacts such as coral bleaching, drought, and extreme weather. In this case, creating a hierarchy (categories) can help you organize related codes into broader themes. This creates a tree-like structure that shows how specific ideas (codes) relate to larger concepts (categories).
- In the Coding tab
- In the bottom-left panel, locate the Codes section
- Right click on any space on the Codes section, click Create new category
- Enter a category name (e.g., “Climate Change Impacts”)
- Click OK
- Continue Coding and Identify Themes. Continue reading through the document and apply codes to additional sections of text (following Steps 6–8). Repeat this process for the second PDF document. As you code, begin to identify broader patterns by grouping related codes together. This process is known as thematic analysis.
- For example, you may create codes such as: Increasing temperature, Coral bleaching, Drought
- These individual codes can be grouped into broader themes (categories), such as: Climate Change Impacts
- At this stage:
- Review how your codes are grouped within categories
- Identify patterns across your data
- Consider what these patterns suggest about your research topic
- Visualizing Your Findings using Coding Reports. Once you have organized your codes and categories, you can use QualCoder’s analysis tools to explore patterns in your data. Coding Retrieval allows you to review the segments of data associated with selected codes.
- From the top menu, click Analysis → Coding Retrieval
- In the Coding Reports window (Report tab). Select one or more codes and click Run
- Review the results, including the coded text segments, file names, and coder name
- From the top menu, click Analysis → Coding Retrieval
- Code Hierarchy Graph (Visualizing Your Themes). The Code Hierarchy Graph provides a visual representation of your categories and codes.
- From the top menu, click Analysis → Graph
- Click Select code branch to generate the graph
- A visual tree showing categories and codes grouped under each category.
- From the top menu, click Analysis → Graph
- Export the graph. You can export the hierarchy graph for use in presentations or reports.
- Click Export Image or Export PDF
OR 
- Select a folder to save the file to your computer
- Click Export Image or Export PDF
- Wrapping Up. In this activity, you have:
- Created a QualCoder project
- Imported and coded text data
- Applied codes to identify key ideas
- Organized codes into categories
- Identified themes and patterns in your data
- Explored your data using basic visualization
- Generated and exported a report