Link Memos to Code(s) or Coded Segments

A memo can be assigned codes similar to a text segment. To do this, drag a code directly from the code system into the open memo window and drop it there.

The bottom part of the memo shows how many and which codes are currently assigned to the memo. The bottom section can be folded in and out at any time and its height can be changed so that you can optimally adapt the view to your needs.

Linking a memo to a code

Click the symbol to activate all the codes currently associated with the memo.

If you want to remove the link to a specific code later, move the mouse over a code in the memo window and click on the “X” symbol at the end of the line.

Compile memos linked to a code

How do you find memos that are linked to a certain code? In the “Code System” window, right-click the code of interest and select the option Linked Memos from the context menu. The result is a list of memos with the same structure as when calling up the “Overview of Memos”. The header line of the table indicates the code to which the compilation refers.

The table contains all the memos associated with the code. As usual, each line represents a memo. A single click jumps to the position of the memo in MAXQDA, a double click opens the memo.

The table can be sorted according to the various data fields presented and the compilation can be exported.

Compile memos linked to activated codes

It is also possible to compile memos linked to the currently activated codes:

  1. In the “Code System”, activate all codes for which you want to compile memos.
  2. Open the “Overview of Memos” via the Memos tab.
  3. Select Memos linked to an activated code from the drop-down menu in the toolbar to filter the memos accordingly.
Activated memos in the Overview of memos

If the filter is switched on, you can also activate and deactivate codes later, the ” Overview of Memos ” then displays the appropriate memos.

Tip: There is also a filter in the Memo Manager with which the currently displayed memos can be reduced to memos that are linked to an activated code.

Linking memos and coded segments

You can also link coded segments to a memo. To do this, drag a coded segment from the “Document Browser”, the “Retrieved Segments”, or a table of coded segments into the open memo window using the mouse.

The bottom part of the memo shows how many and which segments are currently assigned to the memo.

Link coded segments to a memo