Sets are views (or groupings) of project items that are stored elsewhere in your project.


Sets are a flexible way of grouping your files and nodes—for example, you might create a set for the documents, memos and nodes that will be reviewed by a specific team member.

Items in a set are references or 'shortcuts' to the original items—you do not physically move items into a set. This means you can delete an item from a set without removing it from your project.

A set can include any number of files or nodes and a file or node can belong in multiple sets. You can use sets to create temporary groups, and then delete the set when you no longer require it.

You can use sets to organize project items into groups, or manage research tasks. For example, you might use sets in the following ways:

  • To see stages, progress and changes in data construction, or to manage research timetables—for example, Items created this week, or Nodes without coding.
  • To direct and inform coding—for example, Files not yet coded or Nodes created since team debate.
  • Group items around a theme or an area of analysis
  • Identify and compare the work of team members, a set for each team member could contain the interviews they conducted, memos they wrote and nodes they introduced
  • As the scope of a query—for example, you could make a set for related documents (stored in different folders) and run a Text Search query.

Create a set

You can create a new (empty set)—click Set in the Search group on the Create tab. Alternatively, you can select items first and create a set that contains them:

  1. In List View or Detail View, select the items that you want to create as a set.
  2. On the Create tab in the Search group, click Set and hold down the mouse button, and then click Create As Set.