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Step by step

Code your papers by hand

Select a passage, give it a code, and watch your codebook and coding strips grow.

Time
3 minutes
Steps
6

Coding is how you turn a pile of papers into themes: you mark passages and give each one a short label, a code, such as "Teacher workload" or "Peer feedback". Later you group your codes into themes on the Synthesis Map.

Coding by hand is free and works on every plan, even offline.

  1. The Coding page with the project's papers

    Step 1Open Coding

    In your project, open the Analysis lens and choose Coding. You see the project's papers, each with how many passages and codes it has so far. Your Codebook is in the sidebar on the left.

  2. A paper open for coding

    Step 2Choose a paper

    Choose a paper from the list (or type in Search papers). It opens in its own layout, with the Coding strips column beside it.

  3. Selecting a passage opens the code box

    Step 3Select a passage

    Drag across the words you want to code, as you would to highlight them. When you let go, a small box opens beside the selection: Code the selected passage.

    Tip: with the keyboard, select the text, then press Alt+C (Option+C on a Mac).

  4. Creating a new code for the passage

    Step 4Pick a code, or create one

    Type to search your codes and choose one. To make a new code, type its name and choose New code “…” (or press Enter). New codes join the codebook in their own colour.

  5. The coded passage and its strip

    Step 5See its strip appear

    The passage is now coded: it is tinted in the code's colour, and a bar appears in its lane of the Coding strips, labelled with the code's name and page. The code's count in the codebook goes up. See Coding strips.

  6. A coded passage open, with its memo, Change code and Delete passage

    Step 6Open a coded passage

    Click a coded passage (or its strip) to open it. Here you can write a Memo (your own note, never sent to the AI), Change code, Open in PDF, or Delete passage.

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