Mastering Code Organization in MaxQDA: A Comprehensive Tutorial
Learn how to efficiently organize your code system in MaxQDA, from creating and managing codes to using advanced features like Creative Coding and Code Sets.
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Qualitative Research Organizing the Code System with MAXQDA 2018
Added on 09/08/2024
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Speaker 1: Hello and welcome to another MaxQDA video tutorial. Today I'm going to show you how to organize your code system. As you might already know, if you click on this button right here, or press ALT-N, you can create new codes. If an already existing code is highlighted when you do this, the new code will become its sub-code. To transfer a code to a different level, drag it directly below a code of the level you want this code to join.

Speaker 2: To make it a sub-code of another code, just drag it directly on that code.

Speaker 1: The numbers right here tell us how many coded segments each code has been assigned to. To see the sum of all the sub-codes a code has, just collapse it, like this. To change the color of a code, you can either choose one of these default colors right here, or choose between millions of new colors here. Besides these regular codes, MaxQDA also allows you to code your data using emoticodes. To display only your emoticodes, click on this smiley right here. By right-clicking on a code, you can arrange its sub-codes in alphabetical order, or by their frequency. This option is also available for all the top-level codes by right-clicking on Code System. In the default view setting that we're looking at right now, the tree-like hierarchical structure offers you a pretty clear overview of your codes. However, the details of each code are hidden. To see information like a code's creation date or author, for example, click on this button here to open a list view. Now you can rearrange your codes by clicking on any of the columns, or right-click on them to filter certain codes out. If you want to merge codes, you can either move or copy its coded segments and add them to those under another code. You can do both quite easily by right-clicking on the source code and then right-clicking on the target code. To copy all the sub-codes of a particular code and add them to another code, right-click on the code and select Copy Sub-Codes. Once again, you can then right-click on the other code to insert them here. Please note though that this procedure only copies the sub-codes as categories. It doesn't copy the coded segments these sub-codes have been assigned to. If you want to rearrange your code system outside the standard hierarchical structure, you have several options available to you. Code Sets are one option. They allow us to permanently reorganize any group of codes. You can create a new code set here. Already activated codes are automatically grouped together as a new code set. This code set will be available for you to work with from then on. You can also add new codes to an existing set at any time via drag-and-drop. MaxQDA also lets you reorganize your codes in a two-dimensional environment called Creative Coding. Using the Creative Coding function, simply drag all codes you want to categorize onto the free area on the right. You can then link codes together just as you might on a mind map. Linking this way lets you add codes, merge codes, define codes as sub-codes, or sub-codes of sub-codes.

Speaker 2: When you're done, just click Stop Creative Coding and your changes will be transferred to your code system.

Speaker 1: The Code Favorites function offers you a way of accessing codes that you use particularly frequently as quickly as possible while you're in the coding process. Once you've dragged these codes into the window, you can use them to code quickly with a simple click.

Speaker 2: An even faster way is to create keyboard shortcuts for your codes. You can create shortcuts for up to 9 codes. If you want to export your codes or your code systems, you can do so by clicking the Export button.

Speaker 1: If you want to export your codes or your code system, for example for the appendix of your research report, use the Codebook Export function, which you'll find in the Reports tab.

Speaker 2: You can customize this codebook by using these options that appear.

Speaker 1: In addition to providing an overview of your code system, it also creates a list of all your codes including the code memos you have assigned, within which you may have recorded your code definitions. And if you'd like to transfer your code system to another MaxQDA project, MaxQDA lets you export it in its own unique file format. You'll find this option in the Codes tab. So those are all the basics of organizing your codes in MaxQDA. Thank you for watching and we wish you continued success with all your projects. www.maxqda.com

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