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Bookmarks and memos are collaborative tools for "trigger" text

Bookmarks play a critical role in organizing passages of text. You can use this feature to note what passage in the text triggered you to assign a code.

Creating Bookmarks & Memos

To create a bookmark, click on the “Add Memo” button at any point in the coding process. You may do this either from the main coding page, or from within the actual display of bookmarks. A separate window will open up.

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Note: If you highlight the trigger text before you click the “Add Memo” button, that text will automatically be pasted into the “trigger” field of the bookmark.

Bookmarks are created using the following fields:
  • Trigger Text - The specific passage in the paragraph that triggered the use of a code or that triggered some interesting, helpful or otherwise memorable thought. If you highlight the trigger text in the document, it is automatically pasted into the correct field when you click the “Add Memo” button. (required)
  • View Permissions - “View Permissions” allows coders to keep their bookmarks private (only visible to the creator) or open for others to view. Selecting “Creator and Primary Account Holder” allows coders to create bookmarks that won't be shared with others, but which will be visible to the owner of the dataset. Selecting “All Dataset Users” will display a coder's bookmarks to all the other peers who are working on the same dataset.
  • Code - A code associated with the bookmark. If you start typing the name of an existing code, the system will “suggest” codes that start with the same letters.
  • Memo - Any observations made by the coder (ex. reasoning behind the coding, mental notes).
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    ===Viewing and Exporting Bookmarks===

To view bookmarks while working in a particular dataset, press the “View Memo” button on the main coding page.

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To access and edit all the bookmarks across all datasets (or a filtered sub-set), on the dashboard page select View Bookmarks under Tools and Data Management on the right side of the screen. All bookmarks can also be accessed by selecting “View Memo” from the “Data” drop-down menu. Bookmarks may then be filtered by dataset.

You can also export bookmarks from PCAT to use in other applications; this may be done when viewing all bookmarks. Click on the desired file type on the top right part of the screen; supported file types are CSV, RTF, HTML, and XML. There is the option to include the entire paragraph text associated with a bookmark (“Export Paragraph Text”), and any selected filters will apply to the output.

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Most Frequently Asked Questions

Why would I use this system? | Where do I get FDMS bulk downloads? | Does PCAT identify duplicates? | What is QDAP?

© 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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