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4 QUALITATIVE AND MIXED-METHOD SOFTWARE WITH UNPARALLELED COMPUTER-ASSISTED CODING, ANALYSIS, AND REPORT WRITING CAPABILITIES RESEARCH User’s Guide Copyright © 2004-2011 Provalis Research. All right reserved. DISCLAIMER This software and the disk on which it is contained are licensed to you, for your own use. This is copyrighted software owned by Provalis Research Corp.. By purchasing this software, you are not obtaining title to the software or any copyright rights. You may not sublicense, rent, lease, convey, modify, translate, convert to another programming language, decompile, or disassemble the software for any purpose. You may make as many copies of this software as you need for backup purposes. You may use this software on up to two computers, provided there is no chance it will be used simultaneously on more than one computer. WARRANTY The QDA Miner product is licensed "as is" without any warranty of merchantability or fitness for a particular purpose, performance, or otherwise. All warranties are expressly disclaimed. By using the QDA Miner product, you agree that neither Provalis Research nor anyone else who has been involved in the creation, production, or delivery of this software shall be liable to you or any third party for any use of (or inability to use) or performance of this product or for any indirect, consequential, or incidental damages whatsoever, whether based on contract, tort, or otherwise even if we are notified of such possibility in advance. (Some states do not allow the exclusion or limitation of incidental or consequential damages, so the foregoing limitation may not apply to you). In no event shall Provalis Research's liability for any damages ever exceed the price paid for the license to use the software, regardless of the form of claim. This agreement shall be governed by the laws of the province of Quebec (Canada) and shall inure to the benefit of Provalis Research and any successors, administrators, heirs, and assigns. Any action or proceeding brought by either party against the other arising out of or related to this agreement shall be brought only in a PROVINCIAL or FEDERAL COURT of competent jurisdiction located in Montréal, Québec. The parties hereby consent to in personam jurisdiction of said courts. COPYRIGHT Copyright © 2004-2011 Provalis Research. All rights reserved. No part of this publication may be reproduced or distributed without the prior written permission of Provalis Research, 2414 Bennett Avenue, Montreal, QC, CANADA, H1V 3S4. TRADEMARK Microsoft Windows is a registered trademark of Microsoft Corporation. Excel, MS Access and FoxPro are products of Microsoft Corporation SPSS/PC+ and SPSS for Windows are a registered trademark of SPSS Inc. Other product names mentioned in this manual may be trademarks or registered trademarks of their respective companies and are hereby acknowledged. Table of Content Introduction to QDA Miner............................................................................................................................................ 6 Installation Instructions................................................................................................................................................ 6 Updating the Software ................................................................................................................................................. 6 Project Structure .......................................................................................................................................................... 7 The Working Environment .......................................................................................................................................... 8 Data and Text Management Opening an Existing Project ...................................................................................................................................... 10 Creating a Project from a List of Documents............................................................................................................. 12 Creating a Blank Project............................................................................................................................................ 15 Importing an Existing Data File................................................................................................................................. 19 Importing Existing Documents as a New Project ...................................................................................................... 23 Project Description and Notes ................................................................................................................................... 24 Working with Menu Levels ....................................................................................................................................... 25 Security & Multi-users Settings................................................................................................................................. 27 Managing Variables Adding New Variables............................................................................................................................................... 30 Appending Variables from Another Data File ........................................................................................................... 31 Deleting Existing Variables....................................................................................................................................... 32 Changing Variable Types .......................................................................................................................................... 33 Recoding Values........................................................................................................................................................ 36 Editing Values Using the Spreadsheet Editor ............................................................................................................ 37 Editing Variable Properties........................................................................................................................................ 38 Computing Variables Statistics.................................................................................................................................. 41 Managing Cases Adding and Deleting Cases........................................................................................................................................ 43 Appending New Documents and Images................................................................................................................... 46 Adding New Cases from a Data File ......................................................................................................................... 48 Filtering Cases ........................................................................................................................................................... 49 Project Management Tasks Creating a Duplicate copy of a project ...................................................................................................................... 51 Sending a Project by E-mail ...................................................................................................................................... 52 Exporting Selected Cases to a New Project ............................................................................................................... 53 Exporting Coded Segments........................................................................................................................................ 54 Exporting Documents ................................................................................................................................................ 56 Setting the Cases Descriptor and Grouping ............................................................................................................... 57 Importing a Document into a Case ............................................................................................................................ 60 Importing an Image in a Case .................................................................................................................................... 61 Archiving a Project.................................................................................................................................................... 62 Scheduled Backups.................................................................................................................................................... 62 Using the Temporary Session Backup....................................................................................................................... 64 Merging Projects ....................................................................................................................................................... 65 Clearing all code assignments ................................................................................................................................... 70 Retrieving Misplaced Codes...................................................................................................................................... 71 Using the Command Log........................................................................................................................................... 72 Managing the Codebook Adding a Code..........................................................................................................................................................