Atlas.Ti CSSCR Sheila Huang Thursday, September 18 9:00am - 9:50am Condon 601G

2 1. Atlas.Ti basics 2. Frequently used functions a. assigning PD’s; b. creating and assigning codes; and c. creating memos. 3. Performing search functions 4. Migrate your HU 5. Final notes Topics of the Session

3 Atlas.Ti Basics Review Zoom PD Creating Memos Atlas.Ti 5.0 Atlas.Ti 4.0

4 Assign Primary Documents Map out and manage the PD’s. Assign PD’s.

5 1. Create a PD folder and assign documents from the folder. Once the document is assigned, the HU will memorize the path to find it next time. [Tip: Several doc’s can be assigned at one time. In the dialogue box, highlight the intended documents for the assignment.] 2. Implications of PD assignment: HU migration. Principles of managing documents

6 3. Number of assigned documents for double-clicking 1. Assign a document(s) (by highlighting the file names in the dialogue box.) 2. Hierarchical display 4. Primary document manager Assign PD’s

7 General coding Manage your codes Auto-coding Coding

8 “Code by List” will give you the codes you’ve developed Create and Edit code families General coding Coding with the object explorer to “code by list”

9 3 non-English texts active hyper link non-English codes Coding non-English texts

10 The code manager

11 Code Family family memo

12 Creating Memos PD memo Code memo Quote memo

13 PD memo

14 code memo a code memo

15 An inserted memo 1. Select a text passage to create a memo; or 2. Creates a free memo if nothing is selected. Quote memo

16 1.Text search : This search will find the next occurrences across PD’s if you keep clicking next. 2.Searches combined with auto-coding 3.Using codes to retrieve coded texts Performing search I: Lexical searching

17 2. Searches combined with auto-coding 1. find Auto-coding 2. See items in the dialogue box 3. Auto-coded 4.Right click & find the menu for deleting codes

18 Performing search II: Code searching Code search Right click to show the icon definition Define PD’s to perform the search query. Boolean search Semantic search Proximity search

19 Migrate The HU: Install bundle (.hpr5) All the PD’s to unbundle Status shown by colors Click to start unbundling

20 Migrate The HU cont. Copy bundle (.acb) PD’s to bundle Click to start bundling PD’s not bundled

21 Final notes “1.hpr5.lok” means this HU is in use. Save before leaving the program User’s Guide at Help>More resources >Open Manual Publish HU on the web: click the globe icon.

22 Free download for the trial version at Limitations The trial version of ATLAS.ti 5 has no expiration date. It is fully functional except for the following limitations: It is not possible to store projects that exceed a certain size, although you can open and use projects of any size. Limitations in detail: 10 Primary Documents of unlimited size 100 Quotations (= data segments) 50 Codes 30 Memos 10 Network Views Auto recovery backup is disabled. For trial