ATLAS.Ti 7 User Guide and Reference
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1 ATLAS.ti 7 User Guide and Reference ATLAS.ti 7.1 USER MANUAL 2 ATLAS.ti 7 User Manual Copyright ©2013 by ATLAS.ti Scientific Software Development GmbH, Berlin. All rights reserved. Manual Version: 109.20131230. Updated for program version: 7.1.0 Author: Dr. Susanne Friese (QUARC Consulting) Programming/Design/Layout: Dr. Thomas G. Ringmayr (www.hypertexxt.com) Copying or duplicating this manual or any part thereof is a violation of applicable law. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including, but not limited to, photocopying, without written permission from ATLAS.ti GmbH. Trademarks: ATLAS.ti is a registered trademark of ATLAS.ti Scientific Software Development GmbH. Adobe Acrobat is a trademark of Adobe Systems Incorporated; Microsoft, Windows, Excel, and other Microsoft products referenced herein are either trademarks of Microsoft Corporation in the United States and/or in other countries. Google Earth is a trademark of Google, Inc. All other product names and any registered and unregistered trademarks mentioned in this document are used for identification purposes only and remain the exclusive property of their respective owners. ATLAS.ti 7.1 USER MANUAL 3 Contents About this Manual .................................................................................................................... 6 Introduction .............................................................................................................................. 9 The VISE Principle ............................................................................................................................................................. 9 Areas of Application ........................................................................................................................................................ 10 Main Concepts and Features .................................................................................................. 13 The Hermeneutic Unit (HU) ............................................................................................................................................ 13 Primary Documents (PD or PDoc) ................................................................................................................................... 14 Primary Document Families (Data Attributes) .................................................................................................................. 14 Quotations ..................................................................................................................................................................... 15 Codes ............................................................................................................................................................................. 17 Memos ........................................................................................................................................................................... 18 Families .......................................................................................................................................................................... 18 Network Views ............................................................................................................................................................... 19 Analysis .......................................................................................................................................................................... 20 Team Tools ..................................................................................................................................................................... 21 Export ............................................................................................................................................................................. 22 Other Tools .................................................................................................................................................................... 24 ATLAS.ti Mobile .............................................................................................................................................................. 24 Main Steps in Working with ATLAS.ti ..................................................................................... 25 Data and Project Management ....................................................................................................................................... 26 The Process ..................................................................................................................................................................... 26 General Steps when Working with ATLAS.ti ................................................................................................................... 27 Main Workspace: The HU Editor ............................................................................................ 29 Components of the HU Editor ......................................................................................................................................... 30 The Object Managers ..................................................................................................................................................... 36 Primary Document Manager ........................................................................................................................................... 42 Quotation Manager ........................................................................................................................................................ 45 Code Manager ................................................................................................................................................................ 47 Memo Manager .............................................................................................................................................................. 50 The Manager Side Panel ................................................................................................................................................ 51 Data Preparation ................................................................................................................... 58 Starting and Ending an ATLAS.ti Session ......................................................................................................................... 58 Creating, Opening and Saving a Hermeneutic Unit ......................................................................................................... 60 Preparing Primary Documents ........................................................................................................................................ 62 Adding Documents to a Project ...................................................................................................................................... 70 Rearranging and Renumbering PDs ................................................................................................................................ 76 Loading and Navigating Primary Documents .................................................................................................................. 77 Removing Primary Documents from a Project ................................................................................................................. 86 ATLAS.ti 7.1 USER MANUAL 4 Data Transcription .......................................................................................................................................................... 87 Importing Survey Data ................................................................................................................................................... 96 Data Management in ATLAS.ti ............................................................................................. 102 The Document Libraries ................................................................................................................................................ 103 How To Use The Two Libraries ..................................................................................................................................... 104 Setting Up a New Project ..................................................................................................... 108 Setting up Single User Projects ...................................................................................................................................... 109 Setting up Team Projects .............................................................................................................................................. 109 Migrating ATLAS.ti 5 and 6 Projects .................................................................................... 119 Migrating ATLAS.ti 5 and 6 Single-User Projects to ATLAS.ti 7 ..................................................................................... 119 Migrating version 5 and 6 Team Projects to ATLAS.ti 7 ................................................................................................. 121 Project Backup and Transfer ................................................................................................. 128 Backup Copies .............................................................................................................................................................