Professional Documents
Culture Documents
User Guide
Version 2.81
Copyright 19882009
All rights reserved
ResearchWare, Inc.
www.researchware.com
Welcome to HyperRESEARCH
In this section, youll learn how to install or upgrade HyperRESEARCH. Youll also find
out whats new in version 2.8 and 2.8.1.
If youre new to HyperRESEARCH, read the topic Installing HyperRESEARCH to
find out how to complete the installation process by entering a license code.
If youre updating to a new version, read the topics Updating to a New Version
and What's New in This Version to find out how to move your older files to this new
version and what new features to look for.
If you have a question or problem, read the topic Using HyperRESEARCH Help to
find out how to find information in this Help window.
This help window provides assistance in using HyperRESEARCH. If you encounter a
problem and cant find help for it here, click Getting Technical Support in the list of
topics.
Installing HyperRESEARCH
HyperRESEARCH is available for download on the ResearchWare web site. To visit the
web site, go to http://www.researchware.com/hr/downloads.html or choose
Help
Go to ResearchWare Web Site. You can always download the latest version
of HyperRESEARCH from the web site.
System requirements
HyperRESEARCH is compatible with Windows and Mac OS X systems. (A version for
classic MAc OS is available on request.) The specific requirements are as follows:
for Windows:
Windows 95 through Vista
12 MB free disk space
QuickTime 3.0 or later for audio and video features
for Mac OS X:
Version 10.2 or later
12 MB free disk space
for Classic Mac OS (available by request):
Version 8.0 or later
12 MB free disk space
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Licensing HyperRESEARCH
When you start the program, you will be asked whether you want to use it as the free
Limited Edition, or enter a license code to use the full edition.
Free Limited Edition:
To use the Limited Edition, you dont need a license code: just click the Free Limited
Edition button in the startup dialog box every time you start up HyperRESEARCH.
The Limited Edition is limited to 7 cases and 75 codes, with no more than 50 code
references per case. There are no other limitations and no timeouts: you can use the
Limited Edition to create and save files, print, and use all HyperRESEARCH features.
If you create a study using the Limited Edition, and then decide to purchase
HyperRESEARCH, you can continue working with your saved study files. The only
difference is that once you have licensed HyperRESEARCH, the limits are removed and
you can create more cases, codes, and code references.
Licensed Edition:
When you purchase HyperRESEARCH, you receive a license code via email. To remove
the limitations, enter your license code in the License Code box in the startup dialog
box. (The Name and License Code are required; the Organization is optional.) Once you
have entered the license code, you will no longer be asked for it when starting up
HyperRESEARCH.
If you see an error message when entering your license code, see the Problems
Entering Your License Code below.
If you have lost your license code, contact technical support at
support@researchware.com for help. Please include as much information about your
original purchase as possible in order to help us locate your customer record.
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a2a2-a2a2a2
For example, if your code has a p followed by 1, you know that the 1 is the
number one, not letter I.
If you have followed all these suggestions, and still get an error message, please
contact technical support at support@researchware.com for help.
Choose Help
(The same dialog box appears when you start the Free Limited Edition, and you can
enter your license key here instead.)
Enter your Name and License Code in the dialog box. (The Organization is optional.)
Once you have entered the license code, you will no longer be asked for it when starting
up HyperRESEARCH.
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As of version 2.8.1, the frequency report respects code selections and case selections.
(In version 2.8, the frequency report always showed all codes, even if only a subset of
codes was selected.)
For more information about the Code Frequency Report feature, see the topics
Frequency Report Window and Analyzing Code Frequencies.
Report pagination:
In the Report window, you can now choose to display the report as a single page, using
the Pagination pop-up menu at the bottom of the window.
For more information about report pagination, see the topics Report Window and
Running Reports.
Universal Binary for Mac OS X:
On Mac OS X, HyperRESEARCH now ships in Universal Binary format. This significantly
improves performance on Intel-based Macs.
Improved appearance for Windows Vista:
HyperRESEARCHs user interface has been improved to conform more closely to
user-interface standards for Windows Vista. The appearance is modernized and more
familiar for Vista users.
Improved copy & paste access:
You can now copy text from the Source window by selecting it and choosing Edit
Copy.
There is now a Copy item in the contextual menu for the Source window, allowing you
to copy the selected text. (To display the contextual menu, right-click (on Windows) or
Control-click (on Mac) in the Source window.)
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To print a topic: Go to the topic you want to print, then click the Print button at the
top right corner of the Help window. You can print a single topic, a section, or the entire
Help contents.
Boldfaced, colored text is linked. You can click linked text to go to a topic or web page,
open a file, or open a new email message.
Help organization
The Help includes five sections.
Welcome to HyperRESEARCH
This section describes the process of installing or updating HyperRESEARCH, how to get
technical support, and how to use the HyperRESEARCH help system.
Introduction
This section describes the basic concepts involved in starting to use HyperRESEARCH. If
you are new to HyperRESEARCH, read this section after you install the program.
How to...
This section describes how to perform the most common procedures youll use when
working with HyperRESEARCH. If you need to know how to perform a specific action,
this is the right place to look.
Reference Topics
This section explains background information that helps you understand
HyperRESEARCHs capabilities.
HyperRESEARCH Windows
This section describes the functions of the main windows in HyperRESEARCH, along with
the buttons and controls they contain. (These topics refer you to a more detailed topic
where necessary.)
HyperRESEARCH Menus
This section describes the menus and menu items in HyperRESEARCH. The descriptions
are designed to help you quickly identify a general function. (These topics refer you to a
more detailed topic where necessary.)
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Go to ResearchWare
Mailing list
The HyperRESEARCH mailing list is made up of HyperRESEARCH users like you. It s a
good place to ask questions about using the program, and talk about using it in
real-world situations.
You can subscribe and unsubscribe on the HyperRESEARCH technical support page at the
Researchware web site.
Technical support
Registered users of HyperRESEARCH are eligible for free technical support. If you
encounter a problem thats not discussed in this documentation, or if you have a
question, send email to ResearchWare technical support at
support@researchware.com.
Problems and bug reports:
When seeking help for a problem with HyperRESEARCH, please include the following
information:
Getting Started
In this section, youll get a basic overview of working with HyperRESEARCH and learn
how to most effectively use the program.
For an overview of how HyperRESEARCH works, read the topic What is
HyperRESEARCH? first.
If youre starting out with HyperRESEARCH, next try out the HyperRESEARCH
tutorials. These tutorials will guide you through all phases of working with the program,
and youll create an actual study as you go.
If youve used an earlier version of HyperRESEARCH and you want to find out about
new features and capabilities, read the topic What's New in This Version for more
information. You may also want to read the Analyzing Code Frequencies topic to find
out about the new code frequency features.
Introducing HyperRESEARCH
HyperRESEARCH is ResearchWares software for qualitative analysis. With
HyperRESEARCH, you can code and retrieve, build theories, and conduct analyses of
your data. You can work with text files, audio (sound), video, and pictures.
HyperRESEARCHs features include:
Case-based approach that presents your data the way you collected it
Advanced multimedia capabilities for audio and video data
Sophisticated reporting and theory-building features
Full cross-platform capabilitytrade files between Mac and PC
Traditional
qualitative
analysis is labor-intensive.
After gathering data, researchers
HyperRESEARCH:
HyperRESEARCH
User Guide
transcribe the source material with a typewriter or word processor, make multiple
photocopies of the text, painstakingly read through and assign codes to the material, cut
the pages up into coded passages, and then manually sort the coded text in order to
analyze the patterns they find.
Using HyperRESEARCH:
With HyperRESEARCH, your workflow will be similar, but each step will be made easier
by the computers capability for data storage, automated searching, and display.
You can use audio or video source files directly, if you prefer, without needing to
transcribe them first. (You can also use text and pictures.)
You can assign codes manually to any section of text, audio, video, or part of a
picture. You can also use the Autocode feature to automatically search for and code
particular phrases in your text source files.
Analysis is easy with the Report feature, where you can select a subset of cases and
codes to work with, choose what data to use, and sort your reports automatically.
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Tutorial files
Click a tutorial name to open that tutorial file.
Cinderella Study
Cinderella Study folder
Tutorial 5 also uses a set of supplemental media files. To make the download as small
as possible, these files are not included in the main HyperRESEARCH package. You can
download the Multimedia Samples file from the HyperRESEARCH download page at
http://www.researchware.com/hr/downloads.html.
When the program starts up, choose the Create New Untitled Study option, then
click New to create a new study window.
The Study window appears (on the left) along with the Code List Editor (to the right
of the Study window).
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Choose Cases
The case is your basic unit of analysis. You can create more cases by choosing Cases
New, and move between them using either the Cases menu or the left and right arrows
near the top left of the study window.
Whenever you code a selection from a source document, the code reference is added to
the current case.
Choose Sources
Open Source
Text to choose a text file to code. The text file
you choose appears in the Source window (text) on the right side of the screen.
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Select a passage in the text by dragging over it. Then choose Codes
New Code
and enter the code name. (The code should be a word or two encapsulating the
significance of the passage youre coding.) The code appears in the Code List Editor and
becomes part of your studys code list.
Click Apply Code at the top of the Code List Editor, or press Enter, to attach the
code to the selected passage. The code appears next to the passage, and the code
reference appears in the Study window.
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Setting up cases
A case is the basic unit of analysis in a study. One case may represent an individual or a
group such as a department, school district or corporation. In your study window, you
will see each case as a separate pane. You can navigate between cases, or temporarily
exclude some of your cases so that you can work with a subset of your data.
When creating your study, you should first consider what a case will consist of. When
deciding what a case will consist of, consider how your study naturally breaks down.
What are you comparing or contrasting?
Also consider the number of code references you will be adding to each case. If you will
be adding more than several hundred code references to any case, this may be a sign
that you should consider defining your cases differently.
You can add new cases to your study at any time, so you dont need to decide on your
complete list of cases at the beginning. But you should decide on the basic unit of your
study so that you can set up your initial cases accordingly.
Source files
Your source files contain the raw data that will be used for your study. Typical sources
might include interview transcripts, video tape segments, survey results, photos, and
other data.
Source formats:
To use a source in a HyperRESEARCH study, it must be located in a file on your
computer, in one of the many formats that HyperRESEARCH can use. If your source is
not in this format, you will need to convert it before beginning to code the source.
For example, HyperRESEARCH can use text files, but not Microsoft Word files. If your
interview transcripts are in Word format, you must first use the File
Save As
command in Word to save each file in Text format. HyperRESEARCH can use the
resulting text files as source material.
If you have audio or video material that is not in the form of computer filessuch as
actual videotapeyou must first convert this material so that it can be stored in the
form of a file. HyperRESEARCH will then be able to access the file so that you can code
the material.
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For a complete list of formats HyperRESEARCH supports, see the File Types topic.
Changing source files:
In general, you should avoid changing your source files after you begin coding.
HyperRESEARCH maintains its code references by counting the number of characters
from the start of a text source file to the beginning of the quoted portion. Because of
this, if you change the source file (and therefore change the count of characters),
HyperRESEARCH will no longer be able to locate the referenced quotations in that source
file.
If you do need to change a source file after coding itfor example, to add attribution
data to the fileits best to add the data at the end of the file. Any code references that
come after the change will need to be re-coded, so adding information at the end of the
file avoids the need to re-code.
Naming and placing source files:
Your source files can have any name and be placed in any convenient location on your
disk. The only exception to this is that you cannot have two source files with the same
name. If you use two sources with the same name, HyperRESEARCH will not be able to
tell which code references should be assigned to which file.
For convenience, it is suggested that you keep all source files for your study in the same
folder. This will make it easier for HyperRESEARCH to locate the files if you move them
to another computer or to another location on your computer.
Working with large source files:
HyperRESEARCH does not impose any limit on the size of your source files. Sources
may be of any size.
However, if text source files are very large, certain functionsin particular, viewing a
source with Codes in Contextmay become slow as coding progresses, particularly if
you have more than a thousand code references in a single source file. To avoid this, if
any of your text sources are very large (several hundred K or more), consider splitting
them into multiple files before you begin coding. Since you can use as many source files
as needed for each case, doing so generally will not change your study schema, and it
may prevent an annoying slowdown.
Image, audio, and video files may be of any size that your computers memory will
accommodate, and the above discussion does not apply to any but text sources. Large
image, audio, and video sources will not cause HyperRESEARCH to slow down when
viewing.
The recommended process requires that only one person work on any given case.
Because of this, you and your colleagues should decide, before beginning work, how you
will divide up the cases so that each case will be changed by only one person.
For more information about merging study files, see the Working Collaboratively topic.
Backing Up Data
Despite all efforts to the contrary, sometimes things go wrong. Computers crash, disks
fail, software errors occur, people make mistakes. For this reason, ResearchWare, Inc.
strongly suggests you regularly back up all your data.
The two most important pieces of your work with HyperRESEARCH are your source files
and your study file.
Your source files should be backed up before you begin work in HyperRESEARCH. You
should not alter any source files after you begin coding them in HyperRESEARCH;
changes to source files may alter the data associated with any given code reference.
Having one copy of each source file on your hard disk for use in your study and another
copy backed up on permanent media such as floppy disks or removable storage disks
(CD-R, CD-RW, Zip, etc.) should be sufficient. For maximum protection, you may want
to keep two back-up copies, with one copy of everything off-site (in case of fire or other
unrecoverable disaster). Your study file should be backed up regularly (after each
session with HyperRESEARCH, daily, or weekly). Ideally, you should keep multiple
backups, and include the date in the name of every backup study file. Sometimes an
error will occur that will go undetected for a few sessions; having multiple backups with
an easily recognizable dating system will aid in recovering data from before the error
occurred.
Tip: HyperRESEARCH can store an automatic backup every time you save your study
file. For more information, see Backups in the Options/Preferences Window topic.
The easiest way to back up a study file is to save the file under another name at the
end of a session. First, make sure you save the file to its normal location on your hard
drive by choosing File
Save. Then choose File
Save As to save a copy of the file
to another location (a floppy disk or other removable storage media). Include the date
into the backup files name. Other files you may wish to back up include saved report
settings, hypothesis tests, exported reports and tests, and exported master code lists.
If you keep your study file, the folder containing your source files, and your settings
files in one folder, you can simply copy the folder to your removable media to back up
everything in one step.
HyperRESEARCH support a wide variety of source material formats, including text, audio
and video, and graphics. The first thing you need to do with your data is to get it into a
format that HyperRESEARCH can read.
OS X:
In OS X, select the files icon, then choose File
the Info window to lock the file.
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Text files
HyperRESEARCH can read any text file - interview transcriptions, e-mail messages, etc.
- provided the file is in Plain Text (or ASCII) format. Use your favorite word processor
to prepare the data. You can type the material in, or scan it with any of the OCR
(optical character recognition) programs available, or import the material from other
computer programs (especially in the case of text materials procured via e-mail), etc.
Once youve prepared your text data, you must save it in Plain Text format (sometimes
called Text Only or ASCII format). Refer to your word processors user guide if you
do not know how to save a file in Plain Text format.
Tip: For best results, do not choose Text Only with Line Breaks or its equivalent. This
will insert a paragraph mark at the end of every line, and your text file may not display
properly when opened in HyperRESEARCH. (The line lengths will differ between your
word processor and the HyperRESEARCH source file window.) It's better to have
paragraph marks occur only at the end of true paragraphs.
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Image files
HyperRESEARCH can open as source material any graphic file saved in JPEG, GIF, BMP,
or PNG format. PICT files are also supported in Mac OS. JPEG files have the advantage
of supporting full color depth with compression that work very well on photographs,
while line art tends to compress better with PNG or GIF. Both JPEG and GIF files may
be published on the World Wide Web.
You can prepare images in these formats by scanning in photographs, slides or other flat
materials, or by using a digital camera. Depending on the software you used for
scanning or transfer from the digital camera, you may also need to convert the image
files to one of the supported formats. Adobe PhotoShop, Jasc Softwares Paintshop Pro,
GraphicConverter, DeBabelizer, as well as dozens of shareware products are capable of
doing this sort of conversion.
Flatbed scanners range in cost from under $100 to very expensive for high-end drum
scanners that are used by the publishing industry. Weve found the $130 to $400 range
from companies like Epson, Microtek, Hewlett-Packard to be very serviceable for most
needs.
Slide scanners are more in the $800 to $4000 (and up) range and digital cameras start
at around $200 and again can be very costly at the high end.
Generally, a $300 dollar flatbed scanner and a snapshot from just about any 35mm
camera will produce higher quality results than the lower end digital cameras. But a
good quality digital camera has the advantage of needing no film or processing.
HyperRESEARCH can use the images regardless of the storage media you use with your
computer. Hard disk, CD-ROM, CD-R, CD-RW, or Zip drives are all fine. If you have
access to a CD burner, this is an excellent place to store your data because CDs are
read-only, thus preventing accidental erasure or corruption of your data.
Coding text
To open a text file for coding, choose Sources
the text file you want to work with.
Open Source
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Save As in that program, and save the file in text format first.)
Coding images
To open a picture file for coding, choose Sources
Open Source
Image.
Click and drag the cursor to create a selection rectangle over the area of the image you
wish to code. When you have the exact rectangle selected, choose Codes
press Enter or Return) to open the Code List Editor.
Encode (or
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Encode (or
Open Source
Movie or
The controller bar at the bottom of the window allow you to adjust the volume, play the
movie; and step forward or backward one frame at time through the movie. You can
also adjust your position within the movie file by dragging the play head (the vertical
bar that shows your current position in the movie). The current frame of the movie
appears above the controller bar, as shown below.
Audio files use the same controller bar and the same techniques, but no image appears
above the controller bar for an audio file.
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To select a section of the movie, position the play head at the start of the movie
segment you wish to code. Hold down the Shift key while pressing the Space bar to
start playing. When the movie reaches the end of the desired selection, release the Shift
key to stop. The selected portion is shown as a darkened area in the controller bar.
When you have the exact portion you want selected, choose Codes
Enter or Return) to open the Code List Editor.
Mac
Option-Step Left
Option-Step Right
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1. Option-Step Left
2. Shift-Step Left
1. Option-Step Right
2. Shift-Step Right
1. Option-Step Right
2. Shift-Step Left
Shift-Play
Shift-Play
While continuing to hold down the mouse button, move it further to the right to play the
movie faster, or to the left to play in reverse. You can press the Space bar at any time
to begin selecting, and release the Space bar to stop selecting. When you release the
mouse button, the speed control disappears and the Step buttons reappear.
See the Source Window (Movie or Audio) topic for more information about displaying
and coding media files. For more keyboard shortcuts, see the Audio or Video Source
Window section in the Keyboard Shortcuts topic.
Coding shortcuts
Since coding is one of the most time-consuming tasks in qualitative research,
HyperRESEARCH provides many shortcuts for making coding easier and quicker.
After you select a portion of text, press the Enter or Return key to open the Code List
Editor window. You can also choose to have the Code List Editor open when you select
source material, without having to press the Enter or Return keys (see the
Options/Preferences Window topic).
If the Code List Editor window is already open when youve made your source selection,
pressing the Enter or Return key triggers the Apply button in the Code List Editor,
creating a code reference in the current case with the code or codes selected in the
Code List.
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If
the Code List Editor
window is already
open when youve made your source selection,
HyperRESEARCH:
HyperRESEARCH
User Guide
pressing the Enter or Return key triggers the Apply button in the Code List Editor,
creating a code reference in the current case with the code or codes selected in the
Code List.
As a shortcut for clicking a code in the code list and then clicking the Apply button,
double-clicking a code in the code list will trigger the Apply button.
To code most quickly, follow these steps:
Leave the Code List Editor window open next to your source window.
Tip: The Code List Editor window is resizable; making it as tall as you can will let you
see more of your codes at once.
Double-click the code you want in the Code List Editor window.
If youre assigning the same code to many portions of your source, you can just select
the source material and press the Enter or Return key. If youve left the Code List
Editor open and have your code selected, this will apply the code for you in one step.
Frequency
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In the Frequency Report Settings dialog box, you can select which cross-case statistical
analysis options to include in the frequency report. You can also choose to display a bar
graph that shows graphically how often each code has been used.
The frequency report shows all the codes in the Code List Editor, along with the total
number of times each code has been used in your study. (If you have selected certain
codes to work with, only the selected codes are shown. For more about code and case
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selection, see the topics Selecting Codes and Selecting Cases.)
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Selecting Cases
HyperRESEARCH allows you to work with subsets of your cases by selecting certain
cases and excluding others. When browsing through your cases or running a report or
frequency report, HyperRESEARCH shows only those cases that are currently selected.
To access any unselected cases, you need to change the current selection by choosing
Cases
Select Cases.
All cases
The case selection default is All Cases; HyperRESEARCH will show all your cases unless
instructed otherwise. To show all cases again after having selected a subset of cases,
choose Cases
Select Cases
All Cases.
Select Cases
Selecting Codes
HyperRESEARCH allows you to work with subsets of your codes by selecting certain
codes and excluding others. When browsing through your cases or running a report or
frequency report, HyperRESEARCH shows only the code references for the currently
selected codes. To access any unselected codes, you need to change the current
selection by choosing Cases
Select Cases.
Code selection can be a powerful tool in analyzing your data, especially when used in
combination with the case selection tools. Reports will analyze only those codes and
cases currently selected, making it easy to concentrate on certain portions of your data.
All codes
The code selection default is All Codes; HyperRESEARCH will show all your codes unless
instructed otherwise. To show all codes again after having selected a subset of codes,
choose Codes
Select Codes
All Codes.
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Select Codes
All Codes.
Select Codes
Hide
All Codes.
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Code Map.
When the Code Map window opens, it displays a blank canvas where you will create your
code map. The controls at top and bottom let you create items on the map, switch
between code maps, mark certain codes for special attention, and more. (For more
information about the controls in this window, see the Code Map Window topic.)
There are four tools available at the top of the window: Select, Add, Link, and Mark.
Click any of the tools to work with that tool.
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To add a code, choose the Add tool at the top of the window, then click in
the code map where you want the code to appear. Choose the code you want to use
from the list, then click Select. The code you chose appears in the Code Map window.
You can continue adding codes like this, one by one, or add several codes at once. To
add several codes at once, click each one in the dialog box while holding down the
Control key (Windows) or Command key (Mac). If you select multiple codes, a box is
added for each code.
Adjusting the code map:
Once you have added some codes to the code map, youll probably want to move them
around to show their relationships. For example, you might put more important codes at
the top or left edge of the code map. Or you might cluster groups of related codes
together.
To move a code, choose the Select tool, then click the code and drag it to its
new position. Codes can be moved anywhere in the Code Map window. You can overlap
codes, if you wish.
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To link two codes, click the Link tool, then click the first code to link. A line
extends from the code to the mouse pointer. When you click a second code, a link is
established between the two codes.
To link several codes at once to the same code, use the Select tool to select several
codes. (To select multiple codes, Shift-click each one.) Then click the Link tool. A set of
lines extends from each selected code to the mouse pointer. Click the code that you
want to link the selected codes to.
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When you move a linked code, the links move with the code. (You may find that you
need to reposition some codes, so that the links are easier to see.)
Deleting codes:
If you change your mind and decide to remove a code from the code map, click the
code with the Select tool, then choose Edit
Delete (or press the Delete key). The
code is removed from the code map. Any links to that code are also removed.
To mark a code, click the Mark tool. Then click each code you want to select.
Marked codes are highlighted in a bright yellow color so theyre easy to see.
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Code
Testing Hypotheses
The HyperRESEARCH Hypothesis Tester, like the Report window, supplies a set of tools
that allow you to examine and work with your codes in ways not practical with the basic
code generation and manipulation tools available at the study window. Specifically, the
Hypothesis Tester can help determine whether or not the data supports any assumptions
and inferences you may have concerning your study.
For an introduction to the Hypothesis Tester as used in an example study, see
Tutorial 7: Using the Hypothesis Tester.
Before working with the Hypothesis Tester, you must develop a hypothesis about your
data. Once you have formulated a hypothesis, you must express it in terms
HyperRESEARCH can understand. You can then work out the best way to define each
point in terms of codes.
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Running Reports
When you choose Reports
New Report, HyperRESEARCH displays the Report
window. Here you can specify the report parameters.
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Your report will include information only on the codes and cases currently selected
(visible) in the study. Before running a report, make sure you have selected the proper
cases and codes. See the Selecting Cases and Selecting Codes topics for more
information.
Once
youve set the
parameters, you
mayGuide
click Display to show the report, click
HyperRESEARCH:
HyperRESEARCH
User
Export Text to save the report data in a text file (which you may then edit in a word
processor, or even use as an additional source file within HyperRESEARCH), or click
Cancel to abandon the report.
You may also save the report settings by choosing Reports
Save Report Settings
As. This will save all the information pertaining to the report parameters, including your
current selection criteria for codes an cases; and which of the many elements youve
chosen to include. You may recall this information by choosing Reports
Report Settings and selecting the saved report file.
Open
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Boolean Logic
HyperRESEARCH uses Boolean logic and terms to define selection criteria in the Select
Cases -> By Criteria... command and to construct Rules for testing hypotheses with
the Hypothesis Tester. You probably remember Boolean logic from high school algebra,
but heres a quick refresher course.
Operators
Boolean logic shows the relationships of two or more terms to one another.
HyperRESEARCH uses three Boolean operators - AND, OR, and NOT - to show the
relationships between two or more codes or proximity functions. Lets see what effect
each of these three operators has on two codes it joins.
AND:
The operator AND links two codes in exactly the same way as the conjunction and does
in an English sentence. For example, if someone said to you, buy butter AND milk at
the store, you would buy both items. In a similar fashion, the Boolean operator AND
indicates that both codes must be present in order for the expression to be true.
OR:
The operator OR links two codes in exactly the same way as the conjunction or does in
an English sentence. For example, if someone said to you, buy butter OR milk at the
store, you would buy one of the two items, but not necessarily both. In a similar
fashion, the Boolean operator OR indicates that one or both codes must be present in
order for the expression to be found true.
NOT:
The operator NOT indicates that HyperRESEARCH should look for the absence of the
following code. It works in much the same way as the conjunction not does in an
English sentence. For example, if someone said to you, buy butter NOT milk at the
store, you wouldnt buy milk. In a similar fashion, the Boolean operator NOT indicates
that a code must be absent in order for the expression to be true. HyperRESEARCH still
requires the operators AND or OR with NOT.
Order of precedence
When HyperRESEARCH encounters a rule with more than one Boolean operator, (e.g.
"thisThing AND thatThing OR theOtherThing"), operators with the highest precedence are
evaluated before those with lower precedence. When there are two operators of the
same precedence (such as two "AND"s), rules are evaluated from left to right.
HyperRESEARCH operators have this order of precedence:
1. NOT
2. AND
3. OR
For example, lets look at how HyperRESEARCH evaluates this rule:
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Parenthetical expressions
Things are pretty simple when youre just dealing with two codes at a time. But when an
expression attempts to define a relationship between several codes and/or code
proximity functions, it may be ambiguous. Just as punctuation helps us keep
complicated English sentences from being ambiguous, so parenthetical expressions help
us keep HyperRESEARCH expressions from being ambiguous.
For example, if someone said to you:
buy butter and milk or eggs at the store
you might not understand immediately what that person meant. The or between the
milk and eggs makes the meaning somewhat ambiguous. Do they mean that the eggs
and milk are interchangeable, that they dont mind which you buy as long as you buy
butter and one of the other two? Or do they want eggs if you cant get both butter and
milk?
This same type of problem can crop up quite easily in a HyperRESEARCH expression.
You may remember using parentheses to group expressions in high school algebra HyperRESEARCH also uses parentheses to eliminate these types of ambiguities in
expressions or selection criteria. To continue with the shopping example, if the shopping
list were expressed as:
buy butter and (milk or eggs) at the store
you would understand immediately that you should pick up butter and at least one of
the other two items. And if the shopping list were expressed as:
buy (butter and milk) or eggs at the store
you would know that you should pick up both the first two items if possible, but the
third item is optional.
HyperRESEARCH expressions work just the same way. As an example, an expression:
(code1 OR code2 OR code3) and code4
would be found true if code4 and any of the three codes in parentheses occurred in the
same case (index card).
If you dont include parentheses in a Boolean expression, HyperRESEARCH interprets
your statement according to the order of precedence described in the previous section and the result may not be what you expect or want. When HyperRESEARCH encounters
a Boolean expression without parentheses, it performs all the AND statements first, then
performs all the OR statements.
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When you first begin building your expression, the Build Expression menu includes NOT,
Function, and Code:
Choose NOT if you want to test cases for the absence of a code or code proximity
function. (Youll specify the code or function next.)
Choose Function to have HyperRESEARCH test cases for the presence of certain code
relations based on their proximity to one another. In the Select a Function dialog box,
choose the proximity function you want to test for (Equals, Excludes, Includes, or
Overlap). Then choose the first code for the function, followed by the second code
for 50
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the function. See the Code Proximity Functions topic for more information. If you
first choose NOT before choosing Function, HyperRESEARCH will look for cases that do
not have code references that match the specified code proximity function.
When you click OK, HyperRESEARCH selects all the cases for which the expression is
true. Cases for which the expression is false will be excluded from the current case
selection, and hidden from view. (You may recall them by any time by choosing
Cases
Select Cases
information.
Adding parentheses
Make sure to clarify any ambiguous portions of your expression by putting parentheses
around terms you wish evaluated together (sub-expressions). See the Boolean Logic
topic for more information about how expressions are evaluated.
To place parentheses in your expression, you first enter the entire expression without
parentheses, and then click the start and end codes for the parenthesized part of the
expression. HyperResearch automatically detects that the expression may be
ambiguous, and asks whether you want to place parentheses the codes you've selected.
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Click ice cream, the first code that you want to put inside parentheses.
Click pudding, the last code that you want to put inside parentheses. The
sub-expression ice cream OR pudding is selected.
Answer Yes in the dialog box that appears. A pair of parentheses is inserted
surrounding the part of the expression you selected.
You can also nest parentheses, using the same technique: click the first code that you
want to enclose, then click the last code. First place the innermost parentheses, then
place the outer parentheses.
Select Codes
Select Codes
By Criteria. The By Criteria option will let you select codes by name,
but using By Name is simpler.
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The Equals function looks for code references for code1 that exactly match code
references for code2. (Code references include the source type, source file name, and
numerical position of the coded source material within the source file coded. All these
must match for the code references to be considered equal.)
The Excludes function looks for code references for code1 that do not overlap code
references for code2 in any way.
The Includes function looks for code references for code1 that completely encompass
code references for code2. The source material for the code2 reference must be entirely
contained within the source material for the code1 reference. The Includes function will
also look for exact matches (as with the Equals function).
The Overlaps function looks for code references for code1 that overlap or intersect the
code references for code2 in any way. The shared source material may be as little as a
single character, or a single pixel on a graphic, etc. If any portion of the underlying
source material has been coded with both code1 andcode2, the Overlaps function will
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select those code references.
Printing
HyperRESEARCH can print most of the information you see on the screen. When you
choose File
Print, the frontmost window is printed. You can print the study window,
source window, a report, a frequency report, or the code list.
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Use the Page Margins boxes to set the top, bottom, left, and right margins for your
output.
Use the From Edge fields to specify how far down from the top edge the header will
appear, and how far up from the bottom edge the footer will appear.
Use the Page Setup button to display the Page Setup dialog box, where you can
specify paper size, orientation, and other options supported by your printer. This is
equivalent to choosing File
Page Setup.
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(The
and so
Print.
Once youve set up the page margins and header and footer information to your
satisfaction, click OK to exit the dialog box. Click Cancel if you decide not to keep any
changes youve made to the page layout fields.
The information you enter into the Page Layout window will be retained for future print
jobs. You should check the Page Layout settings before each print job, to make sure the
proper margins, headers, and footers are set up.
If you do not want headers or footers included, deactivate the appropriate checkboxes.
You may leave the header or footer information in the appropriate fields if you wish, to
be reactivated by clicking in the appropriate checkbox.
Print.
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Print.
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Each cell of the grid contains information about the use of that columns code in that
rows case. In the example above, the highlighted cell shows that the code combine
was used 6 times in the case named Joe L.
To export a matrix of your code data, first choose File
HyperRESEARCH displays the Export Matrix window.
Export Matrix.
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In the Export Options panel, make sure the Delimited File option is chosen.
If you want to export a frequency count, as in the example above, choose the
Frequency Count option. If you only want to export whether each code was used at all
in a given case, choose the Boolean Only option. (In this case, each cell of the grid
contains 1 or 0 (zero), depending on whether the code was used in that case or not.)
Choose which character to use as the delimiter between columns: Comma or Tab.
If youre not sure which to use, try Tab. If your spreadsheet or database software
cannot import tab-delimited files, export using the Comma option instead.
Next, youll rearrange the order of codes. This step is optional, but it can be useful if
you want to export only certain codes, or if you want the columns to be in some order
other than alphabetical order. You rearrange codes in the Code Order panel.
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The list of codes is shown in the order that the codes will be exported. For each code
that you want to move, click the code to select it, then click Move Up or Move Down
until the code is in the desired position. Repeat this step for each code until the entire
list is in the desired order.
Finally, youll export your file:
Click Export and specify a name and location for the exported file.
Frequency
Export Matrix.
Choose the CHIP Data File option, then enter a title for the data set. Click Export, and
specify the name and location of the file. HyperRESEARCH exports the data in a format
suitable for importing into StudentCHIP.
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To export a frequency report, create the frequency report, then click the Export Text
button in the Frequency Report Display window.
The information saved includes the original code and case selections, as well as the
information you wished included in the report. When you open a saved report,
HyperRESEARCH will give you the option to choose either the case and code selection
parameters saved with the report settings, or the case and code selections currently
active in your study.
Open.
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Open.
Working Collaboratively
Although HyperRESEARCH is designed to be used by one person at a time, it includes
many options for sharing data that allow multiple-researcher teams to work on a study
in both the coding and analysis phases.
(For information about exporting data from HyperRESEARCH to be used in other
programs, see the Importing and Exporting Data topic.)
You send the study file and source files to the other researcher.
You can email the files, burn a CD with the files and give it to the other researcher, use
your local network, or use any other method thats convenient. (If you are working on
Mac OS X and are sending files to a Windows user, make sure your files have the
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correct 3-letter extension to identify the files type.)
Tip: To simply view the data or create reports, the recipient can use the Free Limited
Edition of HyperRESEARCH, without purchasing a license. The Free Limited Edition is
available on the ResearchWare website at
http://www.researchware.com/hr/downloads.html. However, to add codes or
cases beyond the Free Limited Editions limits, the recipient must have a
HyperRESEARCH license. For more about the Free Unlimited Edition, see the Installing
HyperRESEARCH topic.
HyperRESEARCH stores the location of sources files within the study file, and when the
files are moved to another computer (possibly with a different hard disk name, different
folder structure, and so on), the location has changed.
The first time the recipient does something that requires accessing a source filesuch as
clicking a code reference when the View Source box is checked, or creating a report
that includes source informationHyperRESEARCH asks where that source file is. Once
the recipient has identified the files location, HyperRESEARCH asks whether all other
sources are in this folder. If they are, the study file updates the location of all source
files.
To make sure that HyperRESEARCH wont need to ask again for the location of source
files, the recipient should choose File
Save to save the study file. This ensures that
the new location of the source files is also saved.
You provide your colleagues with a copy of the study file and source files, and agree
on which cases each of you will work on.
You and your colleagues each make changes to your assigned cases, in your own
copies of the file.
When everyone is finished (or at a logical stopping point), you collect the copies
from each of your colleagues. You can give each copy a convenient name, such as
Janes copy.hs2.
At this point, you are ready to merge the codes into a single study file, which can be
used for analysis.
Open a colleagues file, go to the first case he or she has been working on, and
choose Edit
Copy Case. This copies the entire case, including all references.
Tip: If the menu item reads Copy Codes instead of Copy Case, make sure no code
references are selected. If a code reference is selected, you can deselect it by
Control-clicking it (Windows) or Command-clicking it (Mac).
Open your own study file (the master copy) and choose Edit
Paste Case to paste
the case into your file. (If you are replacing the old case in your file with the new one
that your colleague worked on, HyperRESEARCH will ask you to rename the case youre
pasting. This happens because its not possible to have two cases with the same name in
the same study file. To avoid this, delete the old case before you paste the new one.)
After you repeat this process for each case your colleagues have worked on, your own
copy will contain all the completed cases.
You can then re-distribute this updated file to your colleagues for further work, or
continue with the analysis and reporting stage of the study.
Tip: Its also possible, although less convenient, to merge study files when more than
one person has worked on a case.
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If this has happened, go to the case and select the code references that the second
person has added. (To select several code references at a time, hold down the Control
key [Windows] or Command key [Mac].) Then choose Edit
HyperRESEARCH Reference
In this section, youll find information about HyperRESEARCHs menus, a list of
keyboard shortcuts, and descriptions of each type of window you use in
HyperRESEARCH. If you want information about an item you see on the screen, look for
it in this section.
All your datacodes, sources, reports, and memosappears in one or more
HyperRESEARCH windows. The most important window is the Study Window, which
opens automatically with the name of your study file. Your cases and code references
appear in this window.
You can use text, pictures, video, or audio files as source material for your study. These
files appear in three types of source window: Source Window (Text), Source
Window (Image), or Source Window (Movie or Audio). When a source file is open,
this window appears at the right of your screen.
The Code List Editor window holds the list of master codes for your study. This window
appears in the middle of your screen. Other HyperRESEARCH windows let you add
notes, change preferences, and analyze your data.
Keyboard Shortcuts
Use these keyboard shortcuts to make your work easier and faster. Some of the
shortcuts listed here are menu key equivalents, and some have no equivalent action in
the menu bar. The menu key equivalents listed here are the ones you are most likely to
use repeatedly while coding and working with your study.
General shortcuts
Windows
Mac OS
Help F1
F1
Opens HyperRESEARCH Help. If contextual help is available for the currently active
window, Help will open to that page.
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Cancel
Esc
Esc
Triggers the Cancel button in any dialog box, closing the dialog without making changes.
Windows
Ctrl-O
Close
Ctrl-W
Closes the active window.
Mac OS
Cmd-O
Cmd -W
Save Ctrl-S
Cmd-S
Saves the current Study file.
Code List Editor
Ctrl-E
Cmd-E
Opens the Code List Editor window. If it is already open, this command brings it to the
front.
Code map
Crtl-\
Opens the Code Map window.
Cmd-\
Editing
Windows
Undo
Ctrl-Z
Undoes the last text editing action.
Mac OS
Cmd-Z
Cut
Ctrl-X
Cuts the current selection.
Cmd-X
Copy
Ctrl-C
Copies the current selection.
Cmd-C
Paste
Ctrl-V
Pastes clipboard contents.
Cmd-V
Select All
Ctrl-A
Cmd-A
Selects everything selectable in the current window.
Find
Ctrl-F
Cmd-F
Performs a search (available in Source Window (text) and Code Map Window).
Find Again
Ctrl-G
Cmd-G
Finds the next occurrence of a term previously searched for with the Find command.
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Mac OS
Previous
Ctrl-2
Goes to the previous case.
Cmd 2
Next Ctrl-3
Goes to the next case.
Cmd-3
Last
Goes to the last case.
Ctrl-4
Cmd-4
Coding
Windows
Mac OS
Encode
Ctrl-`
Cmd-`
Codes the current source selection to whatever code is selected in the Code List Editor.
Annotate
Ctrl-T
Cmd-T
Opens the Annotation window for the highlighted code reference in the study window.
Select audio or video
Shift-arrow
Shift-arrow
Selects a portion of the source, starting from the play heads current location. The left
arrow selects the portion after the play head, and the right arrow selects the portion
before the play head. If part of the source is already selected, pressing Shift-left arrow
or Shift-right arrow extends the selection.
Left arrow
Left arrow
Right arrow
Right arrow
Moves the play head forward (left arrow) or back (right arrow) one frame. Playing
begins from the current position of the play head.
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This extension:
.hs2
study files
A study file includes your cases, codes, code references, and code maps for a particular
study. Create a new study file by choosing File
study file by choosing File
Open Study.
.hrp
report settings
When you set up a report, you can save just the settings, without the report data.
Opening this report settings file will let you run the same report later, without having to
re-enter the settings. Create a report settings file by choosing Reports
Save Report
Settings As, or clicking Export Text in the Report window. Open a saved report
settings file by choosing Reports
Open.
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HyperRESEARCH creates files as plain text when exporting a code matrix (using File
Export Matrix), a code list (using the Export List menu item in the Code List
Editor), or a report (using the Export Text button in the Report window). You can
open these files in any text editor, as well as any other program that supports plain text
files (such as Microsoft Excel).
HyperRESEARCH Menus
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This section describes the basic functions of each menu item in the HyperRESEARCH
menu bar. Where more detail is required, you will be referred to the correct section of
the manual.
The commands in a contextual menu are always duplicates of a command thats in the
main menu bar. A contextual menu is a handy shortcut, but the contextual menus dont
include any extra commands. For this reason, the contexual menus are not separately
documented in this section. To find out what a contextual menu command does, look for
the same command in the menu bar.
Mac OSX:
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Mac Classic:
A few menu items are located in different menus depending on the platform, to conform
with the standard conventions for that platform:
The menu item About HyperRESEARCH is located in the Help menu on Windows, in
the HyperRESEARCH menu on OS X, and in the Apple menu on classic Mac OS.
The menu item named Preferences on the Mac is titled Options on Windows, and is
located in the Edit menu on Windows and classic Mac OS, and in the HyperRESEARCH
menu on OS X.
The menu item named Exit on Windows (and located in the File menu) is named Quit
HyperRESEARCH on OS X (and located in the HyperRESEARCH menu), and named
Quit on classic Mac OS.
File Menu
The File menu includes commands to work with your study files, export a code matrix,
print, and quit the program.
New Study
Closes the current study and creates a new, untitled study.
If you have a study open and you have made changes since the last time you saved it,
HyperRESEARCH asks whether to save your changes before opening a new study file.
Click Save to save your work and open a new study.
Click Don't Save to create a new study without saving your changes in the
original study.
Click Cancel to return to your original study without creating a new one.
Open Study
Opens an existing HyperRESEARCH study. If you are already working with one study
when you choose File
Open Study, HyperRESEARCH first asks whether to save the
current study before opening another.
Open Special
Displays a dialog box with three options:
Create a new study file (equivalent to choosing File
New Study)
Open a recently-used study file that you choose from a menu (equivalent to
File
Open Recent)
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Open Recent)
Open a study file using the Open dialog box (equivalent to File
Open Study)
The same dialog box appears when you start HyperRESEARCH by double-clicking the
application rather than double-clicking a saved file.
Open Recent
Displays a menu with the names of study files you have used recently. Choose the
name of a file to open it.
Convert Older Study
Converts a HyperRESEARCH 1.x study file to the HyperRESEARCH 2.x format.
Before converting your study file, make sure that all source files that go with the study
are available, preferably all in the same folder. After you choose a study file to convert,
HyperRESEARCH asks where the first source file is, and whether all your source files are
in the same folder. Click Yes if they are; No if they are not.
Tip: If HyperRESEARCH prompts you to select a file that is no longer available, click
Cancel, then click the Skip button in the following dialog box. This will remove the
missing source file (and all associated code references) from your study.
Close Window
Closes the topmost window currently displayed on the screen.
If the study window is the active window, Close is not available, since a Study window
must be open while HyperRESEARCH is running. To close the study window and exit
HyperRESEARCH, choose File
Quit
Save
Saves the current study file.
When saving a new study for the first time, HyperRESEARCH asks you to specify a
name and location for the file, as though you had chosen File
Save As.
Save As
Asks you for a name and location and saves the current study file in that location. You
can use this command to save a copy of the current study in another file. This could be
in another folder on the same drive, network drive, a floppy disk or other removable
storage media.
Revert to Saved
Reverts to the most recently saved version of the current study file, discarding all
unsaved changes.
Export Matrix
Exports data from the current study. You can export either a grid showing code
frequency for each code and case, suitable for use in the spreadsheet program, or a data
set to use with StudentCHIP data analysis software.
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Edit Menu
The Edit menu performs certain functions on the current selections (codes, cases, text,
etc.).
Undo
Reverses text editing operations such as typing, cutting, or pasting test in the
Annotation window or the Descriptions field of the Code List Editor.
Aside from basic text editing, most other features in HyperRESEARCH do not currently
support Undo Because of this limitation, it is advisable to save your study file before
doing some action that will add or remove code references, or that will have global
effects (such as Autocoding, copying and pasting codes between cases, deleting codes,
and so on). You can then choose File
Revert to Saved to return to the state of your
study before you made the change, if youre not satisfied with the change or if you
make a mistake.
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Aside from basic text editing, most other features in HyperRESEARCH do not currently
support Undo Because of this limitation, it is advisable to save your study file before
doing some action that will add or remove code references, or that will have global
effects (such as Autocoding, copying and pasting codes between cases, deleting codes,
HyperRESEARCH: HyperRESEARCH User Guide
and so on). You can then choose File
Revert to Saved to return to the state of your
study before you made the change, if youre not satisfied with the change or if you
make a mistake.
Cut
Removes the currently selected material and places a copy on the clipboard. (You can
move data from the clipboard by choosing Edit
Paste.)
The wording of this command changes depending on what is selected. If one or more
code references are highlighted in the study window, the command is Cut Code or Cut
Codes, and cutting removes the selected code references. If the study window is active
but no code references are selected, the command is Cut Case, and cutting removes
the current case card. If editable text (such as text in the annotation window or the code
description) is highlighted, the command is Cut. If whatever is currently selected cannot
be cut, the Cut command is disabled.
Tip: You can change whether code annotations and descriptions are included when
cutting code references or codes in the Options window (Windows) or Preferences
window (Mac). For more information, see the Options/Preferences Window topic.
Copy
Copies the currently selected material to the clipboard, without removing it from its
current location.
The wording of this command changes depending on what is selected. If one or more
code references are highlighted in the study window, the command is Copy Code or
Copy Codes. If the study window is active but no code references are selected, the
command is Copy Case, and copying copies the current case card. If editable text (such
as text in the annotation window or the code description) is highlighted, the command is
Copy. If whatever is currently selected cannot be copied, the Copy command is
disabled.
Paste
Pastes whatever is in the computers clipboard. Used in conjunction with the Copy
command, Paste can paste copied cases into your study, or paste copied code
references into the current case.
If the active window cannot accept the kind of data in the clipboard, the Paste
command is disabled.
Tip: The clipboard holds only one set of information at a time, so make sure you
Paste any cut or copied information before cutting or copying other information.
Delete
Removes the current selection.
Unlike the Cut command, any data removed with Delete cannot be restored. If you
need to paste the data elsewhere, use the Cut command instead.
The Delete command only works with code references in the study window. You cannot
delete a master code with this command. To delete a code from all cases in your study,
choose Delete Code from the Edit Code menu at the top of the Code List Editor
window.
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Cases Menu
The Cases menu navigates through the cases in your study, and selects cases to work
with.
New
HyperRESEARCH asks you to name the new case, and then creates a new case in your
study. The blank case is displayed in the study window.
Rename
Changes the name of the current case to the new name you specify. (A renamed case
retains all its information and code references; only the name has been changed.)
Delete
Deletes (removes) the current case.
You cannot undo the Delete command. Once you delete a case, the only way to get it
back is to revert to the last saved version - at the expense of any other work you may
have done since you last saved the study file. Once you save the study with the case
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deleted, however, the only way to restore the case is to copy it from a backup version
of your study, or create it from scratch.
First again.
Previous
Displays the case that comes before the current case. Case order is determined
alphabetically by case name. If the case you want isnt available, change the set of
selected cases by choosing Cases
with, then choose Cases
Previous again.
Go to Case
Asks which case you want to go to, and displays that case.
If the case you wish to go to isnt listed, click Cancel and change the set of selected
cases by choosing Cases
choose Cases
Select Cases. Select the cases you wish to work with, then
Go to Case again.
Next
Displays the case that comes after the current case. Case order is determined
alphabetically by case name. If the case you want isnt available, change the set of
selected cases by choosing Cases
with, then choose Cases
Next again.
Last
Displays the last of the selected cases in your study. Case order is determined
alphabetically by case name. If the case you want isnt available, change the set of
selected cases by choosing Cases
with, then choose Cases
Last again.
Select Cases
Lets you choose which cases to work with. Cases you specify are shown, and all other
cases are hidden from view and wont be used in reports. This menu includes four
options:
All Cases: Show all cases in the current study.
By Name: Show cases you specify by name.
By Criteria: Show cases by presence or absence of codes.
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Sources Menu
The Sources menu allows you to work with your source material files.
Open Source
Selects and opens a source file for you to code.
This menu contains three options:
Text: Opens a plain text file.
Image: Opens an image file (JPEG, GIF, PNG, BMP, or PICT file).
Movie or Audio: Opens a media file in any format supported by QuickTime.
For more information about supported source formats, see the File Types topic. For
more information about the window that appears when you make a selection from the
Open Source menu, see the Source Window (Text), Source Window (Image), and
Source Window (Movie or Audio) topics.
Close Source
Closes the current source window.
Remove Source
Removes all references to the source file you specify, including its entry in the Master
Source List and all code references assigned to the source material in the file.
Media Playback
When coding a movie or audio file, sets the start and end of the selected portion to code.
This menu includes two options:
Set Selection Start: Sets the start of the selected portion to the current location of the
play head.
Set Selection End: Sets the start of the selected portion to the current location of the
play head.
Codes Menu
The Codes Menu allows you to work with the code references in your study window, and
provides access to other code-related features.
Encode
If you have a portion of material selected in one of the source windows, choosing
Codes
Encode opens the Code List Editor so you can apply a code to create a new
code reference to that material. If the Code List Editor is already open, choosing
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Codes
Encode will trigger the Code List Editors Apply button, creating the new
code reference in one step.
Copy Code.
Rename
Opens a dialog window in which you can change the name of a code reference
highlighted in the study window. If you have selected multiple code references in the
study window, the Rename command will rename all of them.
The Rename command affects only the selected code references in the current case. To
rename a code in your master code list, choose Rename from the Edit Codes menu at
the top of the Code List Editor window.
Re-code
Lets you reassign code references highlighted in the study window to another code.
Selecting this item will open a dialog box containing a list of all codes. You can
optionally create a new code in this dialog by clicking the New Code button. After
selecting a code name from this list, click Select to confirm your choice and close the
dialog.
If you have selected multiple code references in the study window, the Re-code
command will re-code all of them.
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If you have selected multiple code references in the study window, the Delete
command will delete all of them.
The Delete command affects only the selected code references in the current case.To
delete a code in your Master Code List, choose Delete from the Edit Codes menu at
the top of the Code List Editor window.
Sort
Opens the Sort Codes dialog box, where you can specify criteria by which to sort the
codes.
HyperRESEARCH will sort first by the first criterion specified in this dialog box, then
within any duplicates of the initial criterion will sort by the second specified, etc. Criteria
include Code Name, Code Type (TEXT, IMAGE, MOVIE, THEME), Code Reference (the
source materials position within its source file), or Code Source (the source file
referenced).
If you make a mistake or wish to alter the sorting criteria, click Reset to remove the
criteria and start over. Click Sort to proceed, or Cancel to abort the sorting process.
Code List Editor
Opens the Code List Editor window, where you can work directly with your master code
list. Add, delete, or rename codes, enter code definitions, save your code list to a
separate file, or add a previously saved code list.
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Select Codes
By Map.
See the Mapping Code Relations and Code Map Window topics for more information.
Select Codes
Selects a subset of codes you wish to work with. References assigned unselected codes
will be hidden, and you must re-select them if you wish to work with them.
This menu includes six options:
All Codes: Show all code references.
By Name: Show code references for codes you specify by name.
By Criteria: Show codes based on proximity functions.
By Map: Show codes that are highlighted in the Code Map.
By Type: Select only code references for Text, Image, Movie, or Theme. (The Theme
code type is a special type, not referring to any specific source material. Theme codes
may be added to the study by the Hypothesis Tester. See the Testing Hypotheses and
Including Codes of Type Theme topics for more information.)
Unselect All: Hides all code references currently present in your study.
See the Selecting Codes topic for more information.
Reports Menu
The Reports menu allows you to perform analyses on your data, creating reports with
various information based on the parameters you specify in the Report window.
See the Running Reports and Report Window topics for more information about
reports.
Frequency Report
Displays the Frequency Report window with the default frequency report settings. Use
this dialog box to specify the items to include in the frequency report, in addition to the
number of times each code has been used in the study.
See the Analyzing Code Frequencies and Frequency Report Window topics for
more information about frequency reports.
New Report
Displays the Report window with the default report settings. Use this dialog box to
specify the elements to include in the report.
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Hypothesis Menu
The Hypothesis Menu allows you to work with the HyperRESEARCH Hypothesis Tester, a
unique tool for testing hypotheses against your data using expert systems technology.
For more information about using the Hypothesis Tester, see the Hypothesis Window
and Testing Hypotheses topics. For an introduction to the Hypothesis Tester as used
in an example study, see
New
Displays the Hypothesis window.
Open
Opens a hypothesis settings file that was previously saved using the Hypothesis
Save As command. This will restore a saved hypothesis tests settings, including the
parameters for code and case selection, the hypothesis rules set, and the like.
Save As
Saves the current report settings to a file you can later open using the Hypothesis
Open command. HyperRESEARCH saves all of the tests settings, including all the
parameters for code and case selection, the hypothesis rules set, and whether or not any
Themes generated by the Hypothesis Tester should be applied to the cases involved.
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Windows Menu
Note: This menu may contain additional menu items depending on the platform, to
comply with standard guidelines for Mac and Windows.
Bring All To Front
Brings all windows belonging to HyperRESEARCH to the front.
Default Layout 1
Adjusts the size and placement of the study window, Code List Editor, and source
window. The study window is placed on the left side of the screen, the source window is
placed on the right, and the Code List Editor is expanded to the full height of the screen
and placed in the middle. This layout is especially useful if you want to see the entire
code list at a glance.
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Default Layout 2
Adjusts the size and placement of the study window, Code List Editor, and source
window. The study window is placed on the left side of the screen, the Code List Editor
is placed below it, and the source window is placed on the right.
Default Layout 3
Adjusts the size and placement of the study window, Code List Editor, and source
window. This layout is similar to Default Layout 2, but the source window is made larger
and the additional columns in the study window are hidden. (For more information, see
the Study Window topic.) This layout is especially useful if you want to devote as
much space as possible to your source window.
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Use the Default Layout commands to adjust the window placement and relative size
for your convenience when performing different tasks. You can change the layout of
windows at any time, or manually move and resize your windows.
Tip: If you change your screen resolution while HyperRESEARCH is running, the
Default Layout commands use the resolution that was set when HyperRESEARCH
started, not the new resolution. To use a different resolution, quit HyperRESEARCH,
change your screen resolution, then start HyperRESEARCH again.
Window names
The Windows menu includes a list of open HyperRESEARCH windows. Choosing a
window name from this list will bring that window to the front.
Help menu
The Help menu includes commands to get help and information, register your copy of
HyperRESEARCH, or get your registration information.
HyperRESEARCH Help
Opens this Help window. (For more information about the built-in Help, see the Using
HyperRESEARCH Help topic.)
Enter License Key
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HyperRESEARCH Windows
This section describes each of the windows used in HyperRESEARCH.
Coding windows
The Study window, Code List Editor, and Source window appear from right to left (by
default). These are the basic windows you use when coding.
The Study window displays the code references for the current case.
The Source window displays the source file you are coding. Sources may be text files,
images, movies, or audio files.
The Code List Editor displays a list of the codes you have added to your study. In the
Code List Editor, you can add, delete, duplicate, and rename codes.
The Annotation window is used when added a note to a code reference.
The Autocode window searches for certain phrases in a source file and automatically
adds your selected codes to them.
Analysis windows
The Code Map window lets you create visual maps of your codes and the relationships
between them.
The Hypothesis window lets you enter a set of rules and test how many of your cases
fulfill those rules. The Report window lets you set up selections for creating a report.
The results of a report or a hypothesis test are shown in the Report or Hypothesis
display window.
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The
Hypothesis window
lets you enter
a set of rules and test how many of your cases
HyperRESEARCH:
HyperRESEARCH
User Guide
fulfill those rules. The Report window lets you set up selections for creating a report.
The results of a report or a hypothesis test are shown in the Report or Hypothesis
display window.
The Options/Preferences window sets up preferences for automatic backups and
program operation.
New Study.
At the top of the Study Window, you see the current studys title. (This title will be
whatever you name your Study when you first save it.) This study is named QDA
Study. It has six cases, and we are currently looking at the case named BERGER.
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Below the study title, youll find information about the cases in the study. The Cases
Selected section tells you how many cases have been created in this study, and how
many of these are currently selected.
Only one case is displayed at one time, but several or all can be selected. You switch
between the currently selected cases by using the small left and right arrows next to the
case name, or by choosing from the items in the Cases menu.
The Select Cases menu filters the current set of active cases. You use this menu to
select specific cases, so that you can work with a subset of your study. You can select
All Cases, select cases By Name or By Criteria, or select the Current Case Only and hide
all the others.
Tip: Choosing an item from the Select Cases menu does the same thing as choosing
Cases
Help
The ? button opens the HyperRESEARCH Help system and displays this information.
Current case
Below the Cases Selected section is information about the current case, including its
name and its order among the currently selected cases. The left and right arrows allow
you to view the previous or next case among the current set of cases. (Cases are in
alphabetical order by name.)
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Clicking a code reference highlights it. (If the View Source box at the bottom of the
study window is checked, clicking a code reference opens the source file to the location
of the reference. If the View Annotation box is checked, the associated annotation will
appear in the annotation window.)
Tip: To select more than one code reference in the list, first click the first reference,
then Command-click (Mac) or Control-click (Windows) each of the additional references.
Each line in the scrolling field corresponds to one code reference for the current case.
For each code reference, we see the code, the source file that the reference is in, the
type of source file, and the location of the reference. Source files can be TEXT, IMAGE,
MOVIE, or THEME. (Theme codes are added by the Hypothesis Tester and arent
associated with any particular source material. See the Testing Hypotheses topic for
more information.)
Tip: Because you can select a subset of codes to work with, the code references you
see in this window may not include all the code references for this case. To make sure
you are seeing all the codes, choose All Codes from the Select Codes menu at the
bottom of the study window. See the Selecting Codes topic for more information.
You can change the width of the columns by placing the pointer over the dividing line
until you see it change to the column resize pointer. Then drag the divider to the left or
right.
You can also change what columns are displayed in this list. To the right of the column
titles is an arrow button. The arrow button switches between displaying all five columns
and displaying just the Annotation and Code Name columns.
At the bottom of the study window is information about the codes used in this case. The
Codes Selected entry tells you how many codes have been created for this case, and
how many of these are currently selected.
The Select Codes menu filters the current set of active codes. You use this menu to
select specific codes, so that you can work with a subset of your study. You can select
All Codes, select codes By Name or By Criteria, by using the selected codes in the Code
Map, by type of code, or None. See the Selecting Codes topic for more information.
Tip: Choosing an item from the Select Codes menu does the same thing as choosing
Codes
The up and down arrows highlight the previous or next code reference among the code
references displayed on the current case.
View checkboxes
Below the Codes Selected section, youll find two checkboxes: View Annotation and
View Source.
If the View Source box at the bottom of the study window is checked, clicking a code
reference opens the source file to the location of the reference. If the View Annotation
box is checked, the associated annotation will appear in the annotation window.
Tip: Automatically opening the source or annotation window takes some little time, so
it is sometimes convenient to leave these boxes unchecked when manipulating the code
references (cutting, copying, pasting, deleting, sorting or selecting).
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Once youve opened a source file, click and drag to select text for coding.
To change the font or text size, click the Font Settings button at the top of the source
window.
Tip: To divide your source file into multiple pages, insert a tilde (~) at each page
break. If you have inserted tildes (~) as page breaks in your source file, you can
navigate through the pages using the Page Number arrows. If you have not, the page
number will read 1 of 1.
See the Preparing Source Material and Coding Source Material topics for more
information.
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Codes in Context
The Codes in Context box at the bottom of the source window highlights a code
reference when you open a source file by clicking the reference. If the Codes in
Context box checked, the codes you have appear to the left of the main body of text.
Clicking a code highlights the text associated with the code:
If you uncheck the Codes in Context box, the margin disappears, and you see only the
text in the source window, without the codes:
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Tip: When Codes in Context is checked, you can change the width of the margin by
dragging the vertical divider between the codes and the text to the left or right.
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Use the mouse to drag a rectangular selection in the source window. When you add a
code, the location of the selected portion of the image is recorded in your study file as
part of the code reference. You can code the entire picture by selecting the whole thing,
or assign different codes to different parts of the picture.
See the Preparing Source Material and Coding Source Material topics for more
information.
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The Source window displays your file in a window with a standard playback controller,
containing icons to play, pause, go forward and back. If the file is a movie file, the
movie appears above the controller. For audio files, only the controller appears.
To select a portion of the file for coding, do one of the following:
Click at the starting point and choose Sources
Media Playback
Set Selection
Media Playback
Set
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Clicking a code highlights it. The Edit Code menu, located at the top of the Code List
Editor window, is used to change the selected code or codes. The Apply Code button
applies the selected codes to the selected part of a source, creating a code reference.
Tip: To select more than one code in the list, first click the first code, then
Command-click (Mac) or Control-click (Windows) each of the additional codes.
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The new code reference is added to the current case in the study window.
HyperRESEARCH provides a number of shortcuts and advanced techniques to speed up
the coding process. For more information, see the topic Coding Source Material.
To change the description of a code, select the code in the list, then enter your
comments in the Description box at the bottom of the window.
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Tip: To automatically open the Annotation window when you click a code reference,
check the View Annotation box at the bottom of the study window.
Each code reference can have its own annotation. Code references that have an
annotation are marked in the study window with a symbol.
To change the font or text size, click the Font Settings button at the top of the window.
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The Select, Add, and Mark tools also have menus that modify the action of the tool.
To open the menus, press and hold the mouse button on the tools icon.
Tip: You can also select a tool by typing the first letter of the tool name. For example,
typing S chooses the Select tool.
To change an objects size, first select it, then drag one of the small square handles at
the corners and sides of the selected object. Resizing codes and other objects lets you
express your feelings about their relative significance, making some larger and others
smaller.
To remove a code, click it with the Select tool, then press the Delete key.
If you hold down the mouse button over the Select tool, a menu appears. This menu
lets you select all objects, or select any type of object.
Select All Objects:
Selects every objectcodes, memos, images, and linksin the code map.
Select All Nodes:
Selects every code in the code map.
Select All Links:
Selects every link (without selecting the codes they link together).
Select All Memos:
Selects every memo in the code map.
Select All Images:
Selects every image in the code map.
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For example, in the code map shown above, if you select the code technologically
creative, then choose Select Connected from the Select menu and specify 1 level,
the codes computer as creativity tool and more involved with data are selected.
These two codes are the only ones that are directly lined to technologically creative,
as the link lines show.
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If you specify 2 levels of connection, then all the codes that are linked either to
technologically creative or to one of its links will be selected. These are all the codes
that are colored yellow in the image above.
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New Memo:
Creates a text memo field in the code map. You can enter any text you want into the
memo. Use the Select tool to move or resize it. You can add as many memos as you
want.
Place Image:
Displays the contents of a picture file in the code map. You can choose any file on your
disk thats in PNG, JPEG, GIF, or BMP format. The file is only displayed, not imported,
so if you move, rename, or delete the picture file, it will disappear from the code map.
The image is placed behind all other objects in the code map, so it forms a background
if other objects overlap it.
Tip: To change the image to display another file, double-click it and select the picture
file you want to use.
Scale Selected Image:
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Page Size:
Click Page Size to display a dialog box that controls the page size of the code map.
Enter the page height and width in inches.
Show Page Breaks:
If this box is checked, the Code Map window displays faint blue lines at page
boundaries. Use the page-break lines to see where page breaks will occur when you print
the code map.
Snap to Grid:
If this box is checked, when you create, drag, and resize objects, they are automatically
placed on an imaginary grid. Use this feature to make the code map neater. If you want
to control the exact placement of objects in the Code Map window, uncheck this box,
and objects will be placed exactly where you put them.
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Grid Size:
Hold down the mouse button over the Grid Size control to choose a grid size in pixels.
The grid size controls the coarseness of the imaginary grid that objects snap to. (If the
Snap to Grid box is unchecked, the Grid Size menu is unavailable.)
New.
The Hypothesis window consists of two main sections: the Hypothesis Rule List in the
top half, and the Rule Editor in the bottom half. The Show Rule Editor triangle hides
and shows the Rule Editor.
The Hypothesis Rule List simply lists the Rules youve defined in the Rule Editor.
These rules translate your hypothesis into terms that HyperRESEARCH can understand.
See the Testing Hypotheses and Hypothesis Menu topics for more information about
using the Hypothesis Tester.
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New Report.
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The report includes only the cases and codes that are currently selected in your study.
(See the Selecting Cases and Selecting Codes topics for more information.) To create
a report on all cases and codes, first make sure to choose Cases
Cases and choose Codes
Select Codes
Select Cases
All
All Codes.
When you have finished setting up your report, click Export Text or Display to run the
report. If you click Display, the results are shown in a window. If you click Export
Text, the results are saved in a text file whose name you enter.
Click Cancel to close the Report window.
See the Running Reports topic for more information about reports.
Export Matrix
The Source Material checkbox includes the actual quotation from the source material in
each code reference. (Only text source material is included. Sources from images,
movies, or audio files cannot be included in a report. To easily access such source
material from a report, check the Hyperlinks box.)
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Sort report
You may sort the code references in a report by choosing the Case Name or Code
Name option at the bottom of the Report window.
Pagination
Use the pop-up menu in the Pagination section to choose whether to display the report
on multiple pages or on a single page.
If you display the report on a single page, all code references in the report appear in a
single scrolling list when the report is displayed. Codes or cases (depending on how the
report is sorted) are separated by a horizontal line.
If you display the report on multiple pages, the report includes one page per case or per
code, depending on how the report is sorted. (If you selected any of the checkboxes on
the right side of the Report Elements to Include section, these elements are placed
on the first page.) You can move between pages using the arrows at the top of the
Report display window.
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Frequency Report.
Your frequency report will list all the codes in the Code List Editor, along with the total
number of times each code has been used in your study. (If you have selected certain
codes to work with, only the selected codes are shown. For more about code and case
selection, see the topics Selecting Codes and Selecting Cases.)
The checkboxes in the Frequency Report window allow you to include additional
information about each code. Each option is displayed in its own column in the frequency
report.
You can display the following optional information about each code, along with the total:
Minimum: The smallest number of times that the code has been used in any case in
your study. (If there are any cases in your study where the code has not been used, the
minimum for that code is zero.)
Maximum: The largest number of times that the code has been used in any case in
your study.
Mean: The average (arithmetic mean) number of times the code is used per case.
Standard Deviation: The standard deviation of the distribution of codes across the
cases.
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Bar Graph: A horizontal bar thats proportional to the total number of times the code
has been used in your study. (This is the same information as in the Total column,
presented in visual format to make it easier to scan.)
When you have finished selecting the information you want in your report, click Display
to show the report. The results are shown in a window:
The total number of codes shown, and the total number of uses of codes (that is, the
number of selected code references in your study) are displayed at the bottom of the
window.
The Export Text button asks you to specify a new file name, then creates a text file
with the frequency report information. The columns are separated by tabs, so the file
can be imported into a spreadsheet program such as Microsoft Excel.
The Print button prints the frequency report.
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Autocode.
Sources
The Sources tab displays the currently selected cases in your study, and allows you to
assign text source files to each case. If the case selection is not exactly what you want,
cancel out of the Autocode dialog box, choose Cases
case selection, then choose Codes
Autocode again.
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Once the proper cases are showing in the Sources tab of the Autocode window,
double-click a case to assign a source file to that case. You may assign more than one
source file to a case. You may also assign the same source file to more than one case.
Phrases
The Phrases tab allows you to specify the words or phrases (the search string) you wish
HyperRESEARCH to search for and select.
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To enter a search string, click Select Phrase. Enter any phrase you wish
HyperRESEARCH to search for. (HyperRESEARCH will find only exact matches.) You
may enter multiple search strings; each passage of source material that matches any of
the search strings will be selected for Autocoding. You may also instruct
HyperRESEARCH to include a specified number of characters, words, or lines before and
after the found phrase in the source material selection.
If you make a mistake with your phrases, click Clear to remove all search phrases, and
enter them again.
Codes
The Codes tab allows you to specify the code or codes you wish assigned to the
passages specified in the Phrases panel. Click the Select Codes button to access your
Master Code List. You may select multiple codes; each selected code will be assigned to
every selection of source material as specified in the Phrases window.
Click Clear to clear the selected codes if you make a mistake.
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When youve specified the desired cases and corresponding source files, the target words
or phrases, and the codes to assign, click Autocode. HyperRESEARCH will open each
specified source material in turn, search for the given phrases, select the appropriate
chunk of source material (including any characters, words, or lines previous to or
following the found phrase, as specified in the Phrases panel), and assign the specified
codes to that chunk. The code references for the source material will be added to the
index cards of the cases as specified in the Sources panel. The Autocode feature may
take some time, especially when dealing with multiple and/or extensive source files.
At the bottom of the Autocode window are Save and Load buttons. The Save button
lets you save the current Autocode settings to a separate file so you can restore them
later or share them with others who may be working on your HyperRESEARCH study.
The Load button lets you load Autocode settings from one of these saved files.
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