MAXQDA Manual

MAXQDA Manual
Other versions of MAXQDA

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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

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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
- The Document Properties Window
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 This
- AI Chat with Documents
- AI Chat with Coded Segments
- AI Coding a Document
- 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

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