Displaying Document Variables for Documents and Coded Segments

Displaying Document Variables as Background Information for Documents

Often there is a desire to quickly find background information to a document in the "Document System", such as the age of an interviewee or whether he or she is a member of a non-governmental organization (NGO). For this purpose, you can select document variables whose respective values are displayed as quick info at the mouse pointer in the "Document System":

  1. Open the local settings in the "Document System" window by clicking on the gear in the toolbar of the window.
Local settings in the Document System
  1. Then check the Display variable values in tooltip option and click Select Variables. The following selection window appears:
Window for choosing document variables

If you now move the mouse over a document in the "Document System", the values of the selected variables appear in the quick info text. The following figure shows that the interviewee "Theresa" is older than 25.

Quick info display of variable value in a document

Displaying Document Variables as Background Information for Coded Segments

Some background information about the case is not only useful for the documents. This can also be very helpful for coded segments, since these are often viewed separately from their document and it could be difficult to identify the relevant document and compile the relevant background information when looking through a combination of coded segments. Therefore MAXQDA offers numerous possibilities to display the variable values of coded segments from the original documents of the segments.

As it is rarely helpful for the analysis to see all variable values of a document, it is first necessary to select some document variables:

  1. Open Variables > List of Document Variables.
  2. Activate the check mark in the Favorite variable column with a mouse click to select the document variable for display.
Select document variable as favorite variable

Display in the "Retrieved Segments".

After you have marked document variables as favorites, you can output these selected variable details in the "Retrieved Segments". To do this, make sure that the Display favorite variables option is selected in the window toolbar. The selected variable information then appears directly below each document name as shown in the following figure (when sorting the segments by document):

Display favorite variable in the Retrieved Segments window

Display in the "Overview of Coded Segments"

In the "Overview of retrieved segments", you can display the favorite variables as separate columns, so that you can view the variable values of the corresponding document for each segment. To do this, click on the Display favorite variables icon in the toolbar of the "Overview of retrieved segments".

Display variable information on export

If you export the "Retrieved Segments", you can also export the associated variable values of the document for each segment. For more information, see Print and Export Retrieved Segments.

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