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Smart Publisher for Coded Segments

Smart Publisher is a convenient report generator. It exports selected coded segments in a formatted Word document report, including title page and table of contents. The structure of the report is determined by the “Code System:”

  • An individual chapter will be created for each top-level code.
  • A subchapter will be created for each subcode.
  • Coded segments of each code form the content of each (sub)chapter.

Starting the Smart Publisher

Smart Publisher can be accessed via the main ribbon menu: Reports > Smart Publisher.

Call up Smart Publisher

When Smart Publisher is called up, a dialog window will appear in which you can select the codes to be included in the report. You can select top-level codes, subcodes, and activated codes. You can also choose to include coded segments only from activated documents, to ignore codes without coded segments, and include code memos.

img data-headline="Select codes for the Smart Publisher" src="https://www.maxqda.com/wp/wp-content/uploads/sites/2/25-EN-Code-Selection-SP-911x1024.png" alt="Select codes for the Smart Publisher" class="alignnone size-large wp-image-111702" />

Options for the Smart Publisher

The following dialog window displays the various report options:

Dialogue for Smart Publisher Options

“Title“ settings

Title – The title, which will appear on the first page of the report.

Subtitle – The subtitle, which will appear on the first page of the report.

Image files 1 and 2 – Selection of up to 2 image files, which will appear on the first page of the report. If the field is left blank, no image will appear.

”Header and Footer” settings

Reports can be formatted to include headers and footers, which will appear on each page after the title page.

Header – Header text

Footer – Footer text

"Segments"

You can choose to display the segments in quotation marks.

Include list of documents

Choose if you want to include the list of documents in your report.

Additional information for the coded segments

Additional information

"Further Information"

In the left window, specify which supplementary information should be exported in addition to the coded segments, including memos, comments, area and coverage, other codes assigned to the segments and variabels.

"Source information"

In the section to the right, you can specify which source data should be exported with each segment.

"Coded Segments sorted by" settings

In this part you can set how the coded segments within each chapter of the report are sorted. You can sort segments by their documents position in the ”Document Sysetm” or by their assigned weight scores.

The report

The finished report is in the form of a Word document (in DOCX format), which includes a title page, table of contents, a page that lists of all the documents included in the report, and the main section including all of the exported segments. If a header/footer was included, it will appear on all pages aside from the title page. If an end page was included, it will appear at the end of the report.

All elements of the report are formatted using the Word template (DOT format). Formatting of the final report can be modified; for example, you can easily insert additional pages or content.

Alias names for codes

Smart Publisher uses the code names from the “Code System” as headings for the individual subchapters of the report. However, you may wish to assign an alternate name to some or all of the subchapters in the report. This may be the case if the 63 characters per heading allowed by the system are not enough, and you wish to create a longer name, or if, in other cases, a shorter heading would be more appropriate. For this reason, MAXQDA allows you to create a “code alias” of up to 225 characters.

In order to assign a code alias, right-click on the code in the “Code System” and select “Properties”. A dialog window will appear, in which you can enter the code alias.

Assigning a code alias in the code properties window

Adjusting the Smart Publisher layout

It is possible to customize the layout of Smart Publisher reports. To do this, you will find a settings file named as “SP_Formats.ini”, the contents of which you can customize. You can find the file in the following folder, depending on your operating system and installation type:

Windows: local installation

  1. Open Windows Explorer
  2. In the address bar, type in the following and press “Enter”: %appdata%
  3. Navigate to folder “MAXDQA2022” and open it.

Windows: portable installation on USB pendrive

USB Pendrive\MAXQDA2022\Resources

The structure of “SP_Format.ini” is as follows:

[Default_Format]

StyleName = "MQ_Header1"
FontName="Calibri"
FontSize = 11
LineSpacing = 1.2
SpaceAfter = 6
Indent = 12.5

For example, to use your the font that is used in your corporate design, change the entry next to FontName from "Calibri" to the appropriate text font.

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