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ATLAS.ti 8 Mac

User Manual

ATLAS.ti 8 Mac - User Manual

UPDATED FOR PROGRAM VERSION 8.4

Please ensure your installation is fully updated at all times (ATLAS.TI > CHECK FOR UPDATES). Copyright ©2019 by ATLAS.ti Scientific Software Development GmbH, Berlin. All rights reserved.

Document version: 732.20190608.

Author: Dr. Susanne Friese (QuaRC)

Production: hypertexxt.com/Dr. Thomas G. Ringmayr

Copying or duplicating this document or any part thereof is a violation of applicable law. No part of this manual may be reproduced or

transmitted in any form or by any means, electronic or mechanical, including, but not limited to, photocopying, without written permission

from ATLAS.ti GmbH.

Trademarks: ATLAS.ti is a registered trademark of ATLAS.ti Scientific Software Development GmbH. Adobe Acrobat is a trademark of

Adobe Systems Incorporated; Microsoft, Windows, Excel, and other Microsoft products referenced herein are either trademarks of Microsoft

Corporation in the United States and/or in other countries. Google Earth is a trademark of Google, Inc. All other product names and any

registered and unregistered tradem

CONTENTS3

Contents

About This Manual ................................................................................................................................................................................... 8

Basics ............................................................................................................................................................................................... 8

Conventions In this Manual ........................................................................................................................................................... 8

Useful Resources to help you Get Started .................................................................................................................................... 9

Introduction .............................................................................................................................................................................................. 9

What is ATLAS.ti ............................................................................................................................................................................ 9

The VISE Principle ........................................................................................................................................................................... 9

Areas of Application ...................................................................................................................................................................... 10

Teamwork ....................................................................................................................................................................................... 11

The Knowledge Workbench .................................................................................................................................................................... 11

Creative Analysis ............................................................................................................................................................................ 11

Some Basic Terms .......................................................................................................................................................................... 11

General Steps when Working with ATLAS.ti ............................................................................................................................... 11

Main Concepts and Features .................................................................................................................................................................. 13

Overview ......................................................................................................................................................................................... 13

Documents ..................................................................................................................................................................................... 13

Document Groups (Data Attributes) ............................................................................................................................................ 14

Quotations ..................................................................................................................................................................................... 14

Memos ............................................................................................................................................................................................ 15

Groups ............................................................................................................................................................................................. 16

Networks ........................................................................................................................................................................................ 16

Project Search ................................................................................................................................................................................. 17

Analysis ........................................................................................................................................................................................... 17

Export ............................................................................................................................................................................................. 18

Team Tools ..................................................................................................................................................................................... 18

Installing And Updating ATLAS.ti Mac ................................................................................................................................................. 19

Installing ATLAS.ti Mac ................................................................................................................................................................ 19

Installing Updates ......................................................................................................................................................................... 19

Troubleshooting ............................................................................................................................................................................. 19

Main Steps In Working With ATLAS.ti .................................................................................................................................................. 19

Overview ......................................................................................................................................................................................... 19

The Process ................................................................................................................................................................................... 20

The Interface ........................................................................................................................................................................................... 21

Overview ......................................................................................................................................................................................... 21

Project Explorer ....................................................................................................................................................................................... 22

Overview ........................................................................................................................................................................................ 22

Project Explorer Actions ............................................................................................................................................................... 24

Creating A New Project .......................................................................................................................................................................... 24

Importing Projects From ATLAS.ti 7 Windows ........................................................................................................................... 25

Importing Projects From ATLAS.ti 8 Windows .......................................................................................................................... 25

Importing ATLAS.ti Mobile Projects (iPad & Android) ............................................................................................................... 25

Project Management ............................................................................................................................................................................. 26

Exporting Projects From Mac To Windows ................................................................................................................................. 26

Project Transfer & Backup ............................................................................................................................................................ 26

Project Duplication ........................................................................................................................................................................ 26

Password Protection ..................................................................................................................................................................... 26

Creating User Accounts ............................................................................................................................................................... 27

Where Is Your Project Stored? ..................................................................................................................................................... 27

Changing the Default Location for ATLAS.ti Project Data ........................................................................................................ 27

Adding Documents To A Project ........................................................................................................................................................... 30

Supported File Formats ............................................................................................................................................................... 30

Importing Documents .................................................................................................................................................................. 32

ATLAS.ti 8 Mac - User Manual

CONTENTS4

Linking Multimedia Documents To A Project (Audio / Video) .................................................................................................. 32

Setting Up A Team Project .................................................................................................................................................................... 33

General Procedure ......................................................................................................................................................................... 33

Important To Know ....................................................................................................................................................................... 33

Overview Of the Main Steps ........................................................................................................................................................ 33

1. Project Administrator ................................................................................................................................................................ 34

2. All Team Members .................................................................................................................................................................... 37

3. Project Administrator ............................................................................................................................................................... 38

4. Team Membership ................................................................................................................................................................... 43

Useful Resources .......................................................................................................................................................................... 44

Working With Documents .................................................................................................................................................................... 44

Loading Documents .................................................................................................................................................................... 44

Multiple Document View ............................................................................................................................................................. 44

Duplicating Documents ................................................................................................................................................................ 46

The Document Manager ........................................................................................................................................................................ 46

Overview ........................................................................................................................................................................................ 46

Opening The Document Manager ............................................................................................................................................... 46

Main Window ................................................................................................................................................................................ 46

Previewing Document Content .................................................................................................................................................... 47

Adding and Removing Project Documents ................................................................................................................................. 47

Grouped By Option ....................................................................................................................................................................... 47

Side Panel ...................................................................................................................................................................................... 47

Filtering Documents By Document Groups ................................................................................................................................ 48

Creating New Document Groups ................................................................................................................................................. 48

Document Inspector ..................................................................................................................................................................... 48

Project-Wide Search .............................................................................................................................................................................. 49

Exploring Your Data .............................................................................................................................................................................. 50

The Word Cruncher ....................................................................................................................................................................... 50

Working With Quotations ..................................................................................................................................................................... 54

Creating Quotations ..................................................................................................................................................................... 54

Renaming Quotations And Writing Comments ......................................................................................................................... 55

Writing Quotation Comments In The Margin ............................................................................................................................. 56

Modifying The Length Of Quotations ......................................................................................................................................... 56

Merging Quotations ...................................................................................................................................................................... 57

Coding Data ............................................................................................................................................................................................. 57

Overview ........................................................................................................................................................................................ 57

Add Coding ..................................................................................................................................................................................... 57

Coding via Drag-And-Drop ........................................................................................................................................................... 58

Quick Coding .................................................................................................................................................................................. 59

In-Vivo Coding ............................................................................................................................................................................... 59

Unlinking Codes ............................................................................................................................................................................ 60

Writing Code Comments .............................................................................................................................................................. 60

Replacing A Code ........................................................................................................................................................................... 61

Merging Codes ............................................................................................................................................................................... 61

Splitting Codes .............................................................................................................................................................................. 62

The Quotation Manager ........................................................................................................................................................................ 64

Overview ........................................................................................................................................................................................ 64

Opening the Quotation Manager ................................................................................................................................................ 64

Main Window ................................................................................................................................................................................ 64

Previewing Quotation Content .................................................................................................................................................... 65

The Grouped By Option ................................................................................................................................................................ 65

Deleting Quotations ..................................................................................................................................................................... 65

Side Panel ...................................................................................................................................................................................... 66

Filtering Quotations By Codes .................................................................................................................................................... 66

Quotation Inspector ..................................................................................................................................................................... 66

The Code Manager .................................................................................................................................................................................. 67

Overview ........................................................................................................................................................................................ 67

Opening the Code Manager .......................................................................................................................................................... 67

Main Window ................................................................................................................................................................................ 67

ATLAS.ti 8 Mac - User Manual

CONTENTS5

Adding Code Color ........................................................................................................................................................................ 68

Reviewing Coded Quotations ...................................................................................................................................................... 69

Adding and Deleting Codes .......................................................................................................................................................... 69

The Grouped By Option ................................................................................................................................................................. 70

Side Panel ...................................................................................................................................................................................... 70

Filtering Codes By Code Groups .................................................................................................................................................... 71

Creating New Code Groups ............................................................................................................................................................ 71

Code Inspector ................................................................................................................................................................................ 71

Code List Import & Export ...................................................................................................................................................................... 72

Importing A List of Codes ............................................................................................................................................................. 72

Exporting The List Of Codes ........................................................................................................................................................ 73

Code Tree And Code Forest .................................................................................................................................................................... 73

Building A Code Hierarchy ...................................................................................................................................................................... 76

Simple Quotation Retrieval .................................................................................................................................................................... 77

Quotation Retrieval in the Code Manager ................................................................................................................................... 77

Retrieval by Code In Any List ........................................................................................................................................................ 77

Quotation Retrieval In The Quotation Manager ......................................................................................................................... 78

Simple Boolean Queries In The Quotation Manager .................................................................................................................. 78

Auto-Coding ............................................................................................................................................................................................ 79

Regular Expressions (RegEx) ................................................................................................................................................................ 80

Focus Group Coding ............................................................................................................................................................................... 82

Guidelines For Preparing Focus Group Data ............................................................................................................................... 82

Coding Focus Group Data ............................................................................................................................................................. 83

Working With Memos ............................................................................................................................................................................ 86

Overview ........................................................................................................................................................................................ 86

Difference Between Memos And Codes ..................................................................................................................................... 86

How Memos And Comments Differ ............................................................................................................................................ 86

Creating A New Memo .................................................................................................................................................................. 87

Loading Memos ............................................................................................................................................................................. 87

Linking Memos ............................................................................................................................................................................. 88

Reading Memos In The Margin Area .......................................................................................................................................... 89

Inspecting Memo Links ................................................................................................................................................................ 89

The Memo Manager ................................................................................................................................................................................ 91

Overview ......................................................................................................................................................................................... 91

Opening The Memo Manager ....................................................................................................................................................... 91

Main Window ................................................................................................................................................................................. 91

Adding and Deleting Memos ........................................................................................................................................................ 91

The Grouped By Option ................................................................................................................................................................. 91

Side Panel ...................................................................................................................................................................................... 92

Filtering Memos By Memo Groups .............................................................................................................................................. 92

Creating New Memo Groups ........................................................................................................................................................ 92

Memo Inspector ............................................................................................................................................................................ 92

Working With Reference Manager Data ............................................................................................................................................. 92

Working With Survey Data .................................................................................................................................................................... 94

Overview ........................................................................................................................................................................................ 94

How Survey Data Is Treated In ATLAS.ti .................................................................................................................................... 95

Preparing An Excel™ Table For Import ........................................................................................................................................ 95

How To Import Survey Data ......................................................................................................................................................... 96

Analyzing Survey Data .................................................................................................................................................................. 97

Working With Multimedia Data ........................................................................................................................................................... 97

Linking Multimedia Data to A Project ........................................................................................................................................ 98

Display Of Multimedia Documents ............................................................................................................................................. 98

Multimedia Toolbar ..................................................................................................................................................................... 99

ATLAS.ti 8 Mac - User Manual

CONTENTS6

Adding Video Snapshots .............................................................................................................................................................. 99

Navigation Using The Arrow Keys ............................................................................................................................................. 100

Creating Multimedia Quotations In the Margin Area ............................................................................................................... 101

Creating Multimedia Quotations While Listening / Watching ................................................................................................ 101

Adjusting the Size of Multimedia Quotations .......................................................................................................................... 101

Display Of Multimedia Quotations ............................................................................................................................................ 102

Coding Multimedia Documents .................................................................................................................................................. 102

Describing Multimedia Quotations To Improve Output ........................................................................................................... 102

Working With Multimedia Transcripts ............................................................................................................................................... 103

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