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  • Preface 1 ATLAS.ti 9 Quick Tour 1

    About this Quick Tour 2 Useful Resources for Getting Started 2

    ATLAS.ti Account and Licence Activation 3 Requesting a Trial Version 3 Activating a Licence 3

    Accessing Your Account from within ATLAS.ti 4 Logging Out 4 Working Off-Line 5

    Limited Version after Licence Expiration 6 Restrictions of the Limited Version 6

    Introduction 7 The VISE Principle 7

    Visualization 7 Immersion 8 Serendipity 8 Exploration 8

    Areas of Application 9 ATLAS.ti -- The Knowledge Workbench 10

    Some Basic Terms 10 General Steps when Working with ATLAS.ti 10

    Supported File Formats 12 Textual Documents 12 Multimedia Transcripts 12 PDF files (Text and Graphic) 13 Images 13 Audio- and Video Documents 13 Geo Documents 13 Survey Data 14 Reference Manager Data 14 Twitter 14 Evernote 14

    Main Steps in Working with ATLAS.ti 15 Data and Project Management 15 Two Principal Modes of Working 15

    Data Level Work 15 Conceptual Level Work 16

    Creating a New Project 16 The ATLAS.ti Interface 18

    The ATLAS.ti Ribbon 18 File Menu / Back Stage 20

    Software Navigation 20 Browsers 22 Context Menus 23 Explorers 23 Closing Browsers and Explorers 23 Working with Docked and Floated Windows 23 Always On Top 24

    CONTENTS (03.05.2021) ATLAS.ti 9 Windows - Quick Tour

  • Working With Tabs and Tab Groups 24 The Six Main Entity Types 26

    The Split Bar 26 The Status Bar 26 Searching 26 Sorting and Filtering 27 Selecting Items in an Entity Manager 27 Adding Documents 27

    Linking Video Files 28 Sort Order of Documents 28 What happens when you add documents to a project 28 Size Restrictions 28 A Word about "Big Data" 29

    Working With Groups 29 Application of Document Groups 29 Application of Code Groups 31

    Working with Quotations 33 The ATLAS.ti Quotation Level 33 Creating Quotations in Text Documents 33

    Quotation ID 34 Changing the Chronological Order of Quotations 34 Adding Quotation Names 35 Resizing a Quotation 37

    Coding Data 39 Creating New Codes without Coding 39 Coding with a New Code 39

    Display of Coded Data Segments in the Margin Area 40 Applying Existing Codes 41

    Using the Coding Dialogue 41 Drag-and-Drop Coding 42 Code In-Vivo 42 Quick Coding 43 Keyboard Shortcuts For Coding 43 More Drag-And-Drop Options 43 Display of Codes and Coded Data Segments in the Project Explorer 43

    Working with Codes 44 Modifying the Length of a Coded Segment 44 Removing a Coding 45 Replacing a Code via Drag & Drop 46 Adding, Changing and Removing Code Color 46 Renaming a Code 46 Deleting One or Multiple Code(s) 46 About Renaming, Deleting and Unlinking Codes 47 Duplicating a Code 47 Writing Code Comments 47 Creating a Code Book 48

    Merging Codes 49 Splitting a Code 50

    Mutually Exclusive Coding 51

    CONTENTS (03.05.2021) ATLAS.ti 9 Windows - Quick Tour

  • Options 51 Importing a List of Existing Codes 51

    Exporting the List of Codes 52 Building a Code System 53

    Benefits of a well-structured code list 53 Characteristics of a well-structured code list 53 How to Begin Building a Code System 53

    Syntax for Different Types and Levels of Codes 54 The Role of Code Groups in Building a Code System 56 Moving on 56

    Literature 56 Exploring Text Data 58

    Creating Word Clouds 58 Setting the Scope 60 Context Menu Options 60

    Stop and Go Lists 61 Selecting a Stop List 61 Cleaning up a Word Cloud 62

    Creating Word Lists 63 Setting the Scope 64 Context Menu Options 65 Sorting Word Lists 66 Setting the Scope 66

    Word List Ribbon 67 Context Menu Options 68 Stop and Go Lists 69

    Search & Code 70 Sentiment Analysis 70

    Application Examples 70 Carrying out a Sentiment Analysis 71 The Search Engine Behind the Sentiment Analysis 71

    Quotation Reader 72 Writing Comments for Quotations 75 Creating a Report 76

    Working with Memos and Comments 76 Differences between Memos and Comments 76 Creating Memos 79 Linking Memos 80 Reviewing Quotations Linked to a Memo 80 Opening an Existing Memo 80 Writing a Comment 80

    References 81 Querying Data 82

    Simple Boolean Retrieval. 82 Code Document Table 82 Co-occurrence Analysis 82 The Query Tool 82 Smart Codes 82 Smart Groups 83

    CONTENTS (03.05.2021) ATLAS.ti 9 Windows - Quick Tour

  • Global Filters 83 Retrieving Coded Data 83

    From the Project Explorer, Code Manager or Code Browser 83 Simple Retrieval in the Margin Area 84 Simple AND and OR Queries in The Quotation Manager 84

    Code-Document Table 86 Running an Analysis in the Code Document Table 86 How to read the table 87 Sankey Diagram 88

    The Code Co-Occurrence Table 88 How to Read the Table 89 Sankey Diagram 89

    The Query Tool 90 How to Build a Query Using Boolean Operators 90

    Example 1 90 Inspecting the Results of a Query 92 Options of the Result Pane 93 Removing or Modifying a Query 93 Example 2 94

    How to Build a Query using Proximity Operators 95 Example 1 95 Example 2 98 Inspecting the Results of a Query 98 Options of the Result Pane 99 Removing a Query or an Argument 99

    ATLAS.ti Networks 100 Opening Ad-hoc Networks 100 Basic Network Procedures 103

    Creating a New Network 103 Adding Nodes to a Network 103

    Adding Nodes Using the Selection List 103 Adding Nodes via Drag & Drop 104

    Selecting Nodes 104 Selecting a Single Node 104 Selecting Multiple Nodes 104

    Linking Nodes and Entities 104 Linking via Drag & Drop 105 Linking Two Nodes Using the Ribbon Icon 105 Linking Three or More Nodes 106 Editing a Link 106 Cutting Multiple Links 107 Linking Codes to Codes, Quotations to Quotations, Memos to Memos in Managers and Browsers 107

    Linking Entities of Different Types 107 Exporting Networks 108

    Saving a Network as Graphic File 108 Saving a Network in the Microsoft XPS format 108 Saving a Network in PDF format 108

    Creating Reports 109

    CONTENTS (03.05.2021) ATLAS.ti 9 Windows - Quick Tour

  • Create Word / PDF Reports 110 Creating Report from the Code Manager 110 Creating Reports from the Quotation Manager 111 Document Reports 113

    Memo Reports 115 Creating Excel Reports 117

    Report: All Quotations for a Code 117 Info Sheet for Excel Reports 118

    Creating a Project Backup 119 Exporting a Project 120

    Project Transfer 120 Appendix 121

    System Requirements 121 Language Settings 121

    Changing the Display Language 121 Useful Resources 122

    The ATLAS.ti Website 122 Getting Support 122 ATLAS.ti 9 -- What's New 122 Video Tutorials 123 Sample Projects 123 PDF Manuals 123 Research Blog 123 Inter-coder Agreement in ATLAS.ti by Prof. Krippendorff 123 Publications 124

    Get in Touch 125 Social Media 125

    CONTENTS (03.05.2021) ATLAS.ti 9 Windows - Quick Tour

  • Preface

    ATLAS.ti 9 Quick Tour

    Copyright © by ATLAS.ti Scientific Software Development GmbH, Berlin. All rights reserved.

    Document version: (03.05.2021 18:32:52)

    Author: Dr. Susanne Friese

    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 trademarks mentioned in this document are used for identification purposes only and remain the exclusive property of their respective owners.

    Please always update to the latest versions of ATLAS.ti when notified during application start.

    PREFACE 1 (03.05.2021) ATLAS.ti 9 Windows - Quick Tour

  • About this Quick Tour This Quick Tour describes the main functions of ATLAS.ti 9, so that you get a quick overview of how to use the software and get started with your analysis. If you need more detail or information about functions that are not described in this manual, you can always use the online help by pressing the F1 key.

    It is not required that you read the manual sequentially from the beginning to the end. Feel free to skip sections that describe concepts you are already familiar with, jump directly to sections that describe functions you are interested in, or simply use it as a reference guide to look up information on certain key features.

    The sequence of the chapters follows the steps that are necessary to start and work on an ATLAS.ti project. At first, we introduce you to the main concepts and give an overview of the main steps when analysing data with ATLAS.ti. Then we walk you through step-by-step:

    How to create a project and add documents. How to code you data. How to explore your data and write memos and comments. How to analyse your data and build conceptual networks. How to create reports.

    Some general familiarity with concepts and procedures relating to the Windows operating system and computing in general (e.g., files, folders, paths) is assumed.

    This is largely a technical document. You should not expect any detailed discussion of methodological aspects of qualitative research other t