Search and Autocode Survey Responses

You can use the Categorize Survey Data window to search responses to open-ended questions by search items and have the results automatically coded with a category. To do this, start the Analysis > Categorize Survey Data feature and drag a code containing the open-ended answers to a question from the “Code System” window into the dialog box that appears:

Choose a code containing coded survey question responses

After clicking OK, the following interactive working environment appears:

The interactive workspace for survey response categorization

Create Word Cloud for Survey Responses

Click on the word cloud icon in the ribbon to visualize the most frequent words of the currently listed answers. Clicking on a word in the cloud, filters the current view and lists only the answers in which the clicked word occurs.

Filter answers that contain a search term from the word cloud

After closing the word cloud, the listed answers can be autocoded by clicking on the icon above the answers.

Autocode Hits from Local Search

To perform a local search in the answers currently displayed in the right window:

  1. Click on the magnifying glass in the header of the table at the top right or use the shortcut ctrl+F (Win) or ⌘+F (macOS) to show the search bar.
  2. Enter a search term.
  3. Click on the filter icon in the search bar to display only the answers with hits (this step is not mandatory for autocoding, but it is very helpful for a quick overview of the responses containing the search hit).

To code the answers that contain a search hit, click the Autocode search results with a new code icon in the search bar:

Autocode local search hits

A menu opens in which you can set whether only the hit should be coded with a new code or whether the surrounding sentences or paragraphs should be coded. For short answers, the first option is usually the best choice, because then the entire response in which the search item was found is coded.

After selecting the context to be coded, a dialog box for creating a new code appears. After clicking OK, the code is assigned to the selected context:

Automatically coded responses

The code name can be adjusted at any time in the code system on the left.

Perform Complex Searches and Autocode Results

The local search bar provides only limited search functionality and is limited to the answers currently listed in the right pane. If you want to perform more complex searches, click Search & Autocode in the ribbon menu:

Start text search

This opens the MAXQDA “Text search” window:

The Text search window

In the window, several search items can be entered that must appear all in a response. The search for two or more search items using the AND search can also be limited to paragraphs or sentences.

The options for the search correspond to those of the global text search and are described there in detail. In addition, there is the option Only in listed responses, which ensures that only the responses currently listed in the right-hand window are searched. If you switch off the option, MAXQDA will search all answers that are currently available in the working environment (the number of available answers is shown in the first line of the code tree in the left pane).

After clicking Search, the answers with hits are listed in the right pane of the window:

List of search hits and autocode options

To automatically code the answers with a new code, click on the icon of the same name as shown in the previous figure. A menu appears where you can set the context for autocoding:

  • All responses containing the search hit
  • All paragraphs containing the search hit
  • All sentences containing the search hit
  • The highlighted search hits only
Please note: If you have performed a search with an AND operation (as in the example above), only the entire response or the search hit can be autocoded.

After selecting the context to be coded, a dialog box for creating a new code appears. After clicking OK, the code is assigned to the selected context. The code name can be adjusted at any time in the code system on the left.

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