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MAXQDA Manual

MAXQDA Manual
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Welcome to the MAXQDA Manual
Test MAXQDA with the Free Trial Version
Install and Activate MAXQDA
Getting Started: Go for it!
The MAXQDA Account
01 – The Workspace
02 – Import Data
03 – View and Edit Data
04 – Codes
05 – Coding
06 – Work with Coded Segments
07 – Analyze Coded Segments
08 – Creative Coding
- Creative Coding: Organizing Open Codes
09 – Transcription
10 – Memos
11 – Links
12 – Text Search
13 – Segment Retrieval
14 – Visual Tools
15 – Visual Tools (Concept Maps)
16 – Paraphrasing
17 – Summarizing
18 – Comparing Cases & Groups
- Qualitative Comparison (Coded Segments)
- Quantitative Comparison (Code Frequencies)
19 – Variables
20 – Mixed Methods
21 – Stats
22 – MAXDictio
23 – Questions - Themes -Theories (QTT)
24 – Analyzing Videos
25 – Analyzing Focus Group Data
26 – Analyzing Surveys
27 – Analyzing Tweets
28 – Report & Export
29 – Teamwork
30 – TeamCloud
31 – AI Assist
Technical Data and Information
Other versions of MAXQDA

...

Welcome to the MAXQDA Manual
Test MAXQDA with the Free Trial Version
Install and Activate MAXQDA
- Download, Install, and Uninstall MAXQDA
- Activate and Deactivate MAXQDA
- How to Transfer a MAXQDA License
- How to Upgrade from Earlier Versions
Getting Started: Go for it!
The MAXQDA Account
01 – The Workspace
- How to Start the Program
- Project File Backups
- The Main Menu and the Four Main Windows
- Managing Table Overviews
- General Preferences
02 – Import Data
- Supported Data Types
- Import and Group your Data
- Text Documents
- Create New Text or Table Documents
- External Files
- PDF Documents
- Image Documents
- Table Documents
- Audio and Video
- Transcripts
- Focus Group Transcripts
- Survey Data from Excel
- Survey Data from SurveyMonkey
- Survey Data from SPSS
- YouTube Data
- Subtitle Data (SRT)
- Web Pages
- Emails
- Bibliographic Data (Endnote, Zotero etc.)
- Structured Documents (Preprocessor)
- MAXQDA Tailwind Projects
03 – View and Edit Data
- View Documents
- Edit Text Documents and Tables
- Line Numbers in Text Documents
- Assign a Color to a Document
- Document Properties
04 – Codes
- About Codes and the Code System
- Create a New Code
- Edit Code Properties
- Edit the Code System
- Delete Codes
- Create Code Sets
- The Overview of Codes
- Transfer the "Code System" to Other Project
- Import Codes and Code Memos from Excel
05 – Coding
- How to code
- Display of Coded Segments in the "Document Browser"
- Display of Coded Segments in the "Code System"
- Further Ways to Code
- Open Coding Mode
- Color Coding (Highlighting)
- Emoticode: Coding with Emojis and Symbols
- Comments for Coded Segments
- Weight Scores for Coded Segments
- Intercoder Agreement
06 – Work with Coded Segments
- The Smart Coding Tool
- Remove Code Assignments
- Modify Coded Segments
- Move or Copy all Coded Segments of a Code
07 – Analyze Coded Segments
- Compare Codes
- Code Frequencies
- Code Coverage
- Code Patterns
- The Code Explorer
- The Overview of Documents for a Code
- Frequency Tables and Charts for Top-Level Codes and Subcodes
08 – Creative Coding
- Creative Coding: Organizing Open Codes
09 – Transcription
- Automatic Transcription
  - Web-Based Automatic Transcription
  - Editing and Finalizing AI-Generated Transcripts
- Manual Transcription
- Link Transcript to Recording with Timestamps
- Play Transcript and Recording Synchronously
- The Overview of Timestamps
10 – Memos
- About Memos
- Opening and Editing Memos
- Opening Multiple Memos at Once
- Memos in Documents
- Memos in the Document System Window
- Code Memos
- Free Memos
- The Memo Manager
- The Overview of Memos
- Search within Memos
- Linking Memo Content with Content in Documents
- Link Memos to Code(s) or Coded Segments
- Convert Memos into Documents
- The Logbook
11 – Links
- Links in MAXQDA
- Internal Links
- External Links
- Web Links
- Geolinks
- The Overview of Links
12 – Text Search
- Local Text Search
- Global Text Search
- Search Results
- Autocode Search Results
- Export Search Results
- Extended Text Search
- The Word Explorer
13 – Segment Retrieval
- Activation: The Principle of Segment Retrieval
- The "Retrieved Segments" Window
- The Overview of Coded Segments
- Serendipity: Random Segment Retrieval
- Export and Print Retrieved Segments
- Code Retrieved Segments
- Simple Coding Query
- Complex Coding Query
- Complex Retrieval Functions
- Include Subcodes in Retrieval
- Use Weight Filter
14 – Visual Tools
- Code Matrix Browser (Codes by Cases)
- Code Relations Browser (Code Co-occurrences)
- Code Map (Similarity of Codes)
- Document Map (Similarity of Documents)
- Document Comparison Chart (Sequence of Codings)
- Profile Comparison Chart (Code Frequencies and Variable Values)
- Document Portrait (Sequence of Codings)
- Codeline (Score of Codings)
- Word Cloud (Frequencies of Words)
- Code Cloud (Frequencies of Codes)
- Word Trends (Frequencies of Words)
- Code Trends (Frequencies of Codes)
15 – Visual Tools (Concept Maps)
- What Does MAXMaps Do?
- The MAXMaps Interface
- Create a Map and Add Objects
- Customize Objects in MAXMaps
- Layers
- The Object Library
- Linking Objects
- Print, Export, and Organize Maps
- Synchronize Map With Project Data
- Model Templates in MAXMaps
- Options in MAXMaps
16 – Paraphrasing
- About Paraphrasing in MAXQDA
- Paraphrase Text Passages and Image Segments
- Paraphrase Video and Audio Segments
- The “Paraphrased Segments” Code in Your “Code System”
- Categorize Paraphrases
- Paraphrases Matrix
- The Overview of Paraphrases
- The Overview of Paraphrased Segments
17 – Summarizing
- Summary Grid (Create and Edit Summaries)
- Summary Tables (Compile and Present Summaries)
- Summary Explorer (Compare Summaries for Cases or Groups)
- Code and Document Summaries
- Overview of Summaries
18 – Comparing Cases & Groups
- Qualitative Comparison (Coded Segments)
- Quantitative Comparison (Code Frequencies)
19 – Variables
- Document and Code Variables in MAXQDA
- Create and Edit Variables
- The Data Editor
- Importing Data from Excel and SPSS
- Exporting Data to Excel and SPSS
- Displaying Document Variables for Documents and Coded Segments
- Frequency Tables and Charts for Variables
20 – Mixed Methods
- About Mixed Methods in MAXQDA
- Activate Documents by Variables
- Crosstab
- Segment Matrix
- Typology Table
- Similarity Analysis for Documents
- Side-by-side Display of Results
- Qualitative Themes by Quantitative Groups
- Statistics by Qualitative Groups
- Transform a Code into a Document Variable (Quantitizing)
- Transform a Code into a Categorical Document Variable
21 – Stats
- What Does MAXQDA Stats offer?
- Using MAXQDA Stats
- The Data Editor
- The Variable List
- The Output Viewer
- Analyze Variables and Codes from a MAXQDA Project - Start MAXQDA Stats
- Work with External Data in SPSS or Excel Format - Open SPSS data
- Transform Data
- Frequency Tables
- Analyze Multiple Responses
- Analyze Matrix Questions
- Descriptive Statistics
- Crosstabs
- t-Test and U-Test
- Scale
- Hierarchical Cluster Analysis
- One-Way Analysis of Variance
- Correlation
- Limits and Technical Notes
22 – MAXDictio
- What Does MAXDictio Offer?
- Basic Terms
- Word Frequencies
- Lemmatization
- Stop Word Lists
- Go Word Lists
- Keyword-in-Context
- Word Combinations
- Word Tree
- Word Matrix Browser
- Managing Dictionaries
- Dictionary Based Content Analysis
- The Category Matrix Browser
- Category Trends
- Autocode Documents with Dictionary Categories
- Topic Modeling
- Analyzing Japanese texts
- MAXDictio Limits
23 – Questions - Themes -Theories (QTT)
- The Idea behind "Questions - Themes - Theories"
- Qualitative Study Worksheets
- Mixed Methods Worksheets
- Working With QTT Worksheets
24 – Analyzing Videos
- Video Analysis with MAXQDA
- Import Videos
- The Multimedia Browser
- Code Videos
- Transcribe Video Clips
- Paraphrase Videos
- Add Memos and Links to Videos
- Export Video Clips
- Analyze Coded Videos
25 – Analyzing Focus Group Data
- How Does MAXQDA Support Focus Group Data Analysis?
- Text Search in Speaker’s Contributions
- Coding Query for Coded Segments
- View Coded Segments per Speaker
- The Overview of Focus Group Speakers
- Crosstab for Focus Groups
26 – Analyzing Surveys
- Survey Analysis
- Qualitative Survey Analysis
- Advanced Qualitative Survey Analysis Tools
- Quantitative Survey Analysis
- Analyze Survey Data with MAXQDA Stats
- Analyze Sentiments in Survey Responses
27 – Analyzing Tweets
- Analyze Tweets
- Autocode Tweets with Hashtags and Authors
- Analyze Sentiments of Tweets
28 – Report & Export
- Smart Publisher for Coded Segments
- Codebook with Category Definitions
- Summaries with Coded Segments
- Project Information
- Document Profiles
- Export and Print Documents
- Export Adjacency Matrix for Network Analysis
- Exporting Project Components as Excel file
- Anonymize Projects
- Save Your Project in the MAXQDA 24 Format
- Export and Import REFI-QDA Projects
- Project History Heatmap
- Archiving for Data Reuse
29 – Teamwork
- How Does MAXQDA Support Teamwork?
- Copy Codings, Memos, Variables, etc. Into Another Project
- Hand over a MAXQDA Project to Other Team Members
- Merge Two MAXQDA Projects
- User Access Management
30 – TeamCloud
- What is MAXQDA TeamCloud?
- Requirements & License Management
- Log into TeamCloud from within MAXQDA
- Project Roles & Permissions
- The project cycle in detail
- TeamCloud Storage
- Best Practice – Things to know for optimal teamwork
- The TeamCloud website
- Backup of TeamCloud Project
- Recovering work done outside TeamCloud
- Migrating TeamCloud Projects from MAXQDA 24
- Glossary
31 – AI Assist
- What is AI Assist?
- AI Summary: Document Summary
- AI Summary: Highlighted Text
- AI Summary: Coded Segment
- AI Summary: Code Summary
- AI Summary: Summary Grid
- AI Summary: Paraphrases of a Document
- AI Paraphrase
- AI Subcode Suggestions
- AI New Code Suggestions
- AI Explain & Translate
- AI Chat with Documents
- AI Chat with Coded Segments
- AI Coding Documents
- Supported Languages
- What Data is Sent to AI Assist?
Technical Data and Information
- Accessibility
- Checking for Updates
- Keyboard Shortcuts
- MAXQDA File Types
- Limitations and Technical Information
Other versions of MAXQDA

Welcome to the MAXQDA Manual

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Importing Data

Import Data
Supported Data Types
Import Transcripts
Import PDF Documents

Codes

Codes and Code System
Create New Codes
Edit the “Code System”
Create Code Sets

Coding

Coding in MAXQDA
Display Coded Segments
Color Coding
Open Coding

Transcription

Transcribe automatically
Transcribe Manually
Setting Timestamps
MAXQDA Transcription

AI Assist

What is AI Assist?
AI Chat with One Document
AI Document Summary
AI New Codes Suggestions

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