Additional toolbox features

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There are some useful features in the raw dataset toolbox¶

To access the “Toolbox” for a particular dataset, expand the “Datasets” menu and click on the dataset you want to access.

Note: The features you see in the Raw Dataset Toolbox vary depending on how the dataset coding is structured. All datasets:

Add or modify codes in the dataset (appears when Open Coding is disabled): This allows the owner of the dataset to add new codes or edit existing ones.
Split dataset to create subsets: When you split a dataset, the system will create a number of unique datasets - one for every code that was used by a coder in the original dataset. For every new dataset created, you will have the opportunity to set up new codes for these sub-sets.
Enable Verification for Coding/Disable Verification for Coding: This controls whether or not the coders will need to verify their code selections.
Allow Multiple Codes/Allow Single Codes Only: This turns a multi-code dataset into a dataset with mutually exclusive codes, and vice versa.
Set Dataset Permissions: To add permissions for a particular peer.
Export Dataset: A dataset can be exported, you will have the chance to check off what functions of the dataset you would like to export. There are two output formats: CSV and XML.

Extra features when the dataset allows for user-defined codes:

Merge User Defined Codes (replaces “Add or modify codes in the dataset” above): This allows the owner of the dataset to merge user-defined codes after they have been used during coding. Once the code to-be-merged is selected, a drop-down menu with the remaining codes will appear, from which the “parent” code may be selected. The merged set of codes will all take on the name of the “parent” code, and the counts of application will be combined. Please note that once codes have been merged, the merge CANNOT be undone.
Allow coders to only see/edit individual user codes: When coding in user-defined mode, the owner of the dataset can determine whether individual coders can see the codes created by other coders.
Display user codes for dataset: A variety of options for downloading the codes and the original documents.
Display user codes for dataset (w/ bookmarks): A variety of options for downloading the codes, bookmarks and the original documents.

© 2009 - 2010 Qualitative Data Analysis Program (QDAP), in the University Center for Social and Urban Research, at the University of Pittsburgh, and QDAP-UMass, in the College of Social and Behavioral Sciences, at the University of Massachusetts Amherst. As of 2010, PCAT and this PCAT Help Wiki are maintained and improved by personnel from Texifter, LLC, which is a software start-up located in North Amherst & Springfield, MA and online at http://texifter.com/.

Content on this website was made possible with the following grants from the National Science Foundation: III-0705566 "Collaborative Research III-COR: From a Pile of Documents to a Collection of Information: A Framework for Multi-Dimensional Text Analysis" and IIS-0429293 "Collaborative Research: Language Processing Technology for Electronic Rulemaking." We are also grateful for financial support from the U.S. Environmental Protection Agency and the U.S. Fish & Wildlife Service. **Any opinions, findings and conclusions or recommendations expressed in this material are those of the authors and do not necessarily reflect those of the National Science Foundation.** == ==

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