Review the references in a node

The techniques in this article also apply to other types of codes—for example relationships.

When you open a node in Detail View the Reference tab is in focus. On this tab you can see all the references that have been coded at the node.

Reference View showing all content coded at a node.

1 Displays the name of the file that was coded at the node—including coding information (the number of references that were coded and the percentage of the file that the coding represents) open the original file, click the file hyperlink—underlined in blue.

2Displays the first reference that was coded in the file—including the percentage of the file that the reference represents. For example, a coded section might represent 80% of the overall document—this would indicate that most of the file has been coded at the node.

3 The Summary tab lists of all the files that have been coded at the node. You can choose to display the Summary tab by default when you open a node. Set application options

4 Select the other tabs to display the content that has been coded in text (documents, externals and memos), PDF, audio, video, picture or dataset files.

NOTE

  • If the node has aggregation turned on, the content will also include all the references from child nodes.

Understand how references are counted

On the Reference tab of a node, you can see the total number of references for each file. The total number of references is calculated based on coding done by all users—for example,  if two team members have coded the same content at the node, the coded content is counted as two references:

Reference View showing the total number of references for a file.

NOTE  You may want to see the total number of references without counting the coding by separate users (in the above example the total would be two instead of three). To do this, select all content in the Reference view of the node, and then code it again at the same node. You can then filter the node to see only your coding—each coding reference will be counted once.

Understand how coding coverage is calculated

The method of calculation for coding coverage varies depending on the type of file:

File Type

Coverage calculation

Document

The percentage of characters coded at the node.

PDF

The percentage of characters coded (as text selections) at the node, and the percentage of the page area coded (as region selections) at the node.

Dataset

The percentage of characters coded at the node—only characters in codable columns are counted when calculating the percentage.

Audio or video

The percentage of the timespan coded at the node, either directly or indirectly (by coding the transcript).   When you code content in the transcript:

  • The timespan of the transcript row is used to calculate coverage. So, if a row has a five-minute timespan and only the first sentence is coded to the node, the coverage is based on five-minute duration.
  • If a transcript row is not associated with a specific timespan—in other words, if timespan field for the row is blank— the coverage is calculated as 100%.

Picture

The percentage of pixels coded at the node, either directly or indirectly (by coding the log).   When you code content in the log:

  • The region of the picture that corresponds to the entire log row is used to calculate coverage. So, if a row represents a region that is 25% of the entire picture, no matter how much content in that row is coded to the node, the coverage is always 25%.
  • If a picture log row is not associated with a particular region—in other words, if the region field for the row is blank—the coverage is calculated as 100%.

NOTE  If the node has aggregation turned on, then coding at any child nodes is included when calculating coverage.

Working with large nodes

When a node contains more than 200 references, the first 100 references are displayed in Detail View as a 'section' of references and navigation buttons are displayed at the bottom of the window. Using the navigation buttons—you can move to the first, previous, next or last section of references.

Navigation buttons for exploring a node.

1 Move first

2 Move previous

3 Current section (100 references)

4 Move next

5 Move last

When you click in the Current section (100 references) box, you can type a section number and then press ENTER to navigate to that section of references.

If your project contains many large nodes, you may also find it useful to:

  • Display plain text (rather than rich text) for nodes that contain a large number of references, or
  • Limit the number of references per source that are displayed in the reference tab.

You can set these options on the Application Options (General tab) dialog box.

Work with the content in a node

As you review the references in the node, you may want to view more of the context, or make changes to the coding.