Dedoose User Guide

USER GUIDE

Dedoose is an easy-to-use, collaborative, web based application that facilitates all types of research data management and analysis. Here's what you need to know about how to use it.

Working with Projects

Project Workspace

The Project Workspace allows users with appropriate access privileges to: - Switch the active project - when logging into Dedoose, by default, you will be entering the most recently accessed project. However, note that periodic system maintenance will cause you to be instead taken to your first project (most commonly your demo project). Should this occur, simply enter your Project Workspace to load the project you wish to access - Add new projects by clicking either the button in the upper right corner of the panel or the 'Create Project' button in the lower right corner - Delete, Copy, or Rename a selected project

The Projects Workspace can be accessed by clicking the Projects tab in the Main Menu Bar.

Working with projects img1

Note: Renaming, Copying, and Deleting a project can only be done if you are the project creator.

Project Merging

Project Merging

There are two ways to merge projects. 1. You can export one project, and then import that file into the other project 2. You can have our staff help assist with the task.

Project merging in Dedoose is designed to be as clean and clear as possible and typically requires some ‘tidying’ following the merge. When projects are merged:

  • Documents are compared for both title and content. If found to be identical, only one copy will be retained in the merged project, if not, both documents will be retained
  • Excerpts are compared across identical documents for character start and end position. If found to be identical, only one excerpt will be retained with coding from both projects, if not, two, possibly overlapping, excerpts will be retained
  • Descriptors from both projects will be retained as unique descriptor sets in the merged project and will remain linked, if appropriate, to their associated documents
  • Codes from both projects will be retained - even if titled similarly. Duplicate or similar codes can be easily merged in the newly merged project to consolidate the excerpting and coding activity

Note: Only the project administrator will have access to the newly merged project. Other users can be linked subsequently through the procedures described elsewhere in this guide.

Project Migration/Creation from Existing Data Sets

A service provided by our system administration staff, at no cost, is the migration of data and entire projects from other products like QSR NVivo, Atlas.ti, MaxQDA, HyperResearch, Saturate, and Excel and, using our survey importer, you can create projects from data collected via tools like SurveyMonkey, Zoomerang, QuestionPro, Qualtrics, and SurveyGizmo. In all cases, the results are fully populated Dedoose projects ready for further interaction and data analysis.

NOTE: We fully believe in data transparency and portability, and all data in a Dedoose project can be exported at any time into common file formats.

Migrating from Atlas.ti

  1. Create a new folder on your computer to store the bundle file and all source documents
  2. Open the Tools menu in Atlas.ti atlasti 1
  3. Select ‘Copy Bundle’
  4. Select ‘Create Bundle’ and make sure that all documents are included in the bundle atlasti 2
  5. Click ‘Create Bundle’
  6. Save the 'Bundle' in the folder created in step #1 along with copies of all your originial source documents atlasti 3
  7. Zip everything up (select the folder, right click, and click ‘Send To --> Compressed Archive’ to create a single zip file with all of the data compressed) atlasti 4
  8. Send the zip file to support@dedoose.com along with your Dedoose username and a title for your new project and we'll take it from there.

Migrating from NVivo Windows Version

  1. Create a new folder to hold all the exported data and source files
  2. Create two sub-folders in the folder created in step #1 and title 'ExportedCodes' and 'Transcripts' nvivio 1
  3. From NVivo you need to export each set of ‘quotations’ for each code/node into this ‘ExportedCodes’ folder specifying the .html export format and PLEASE MAKE SURE TO INCLUDE PARAGRAPH NUMBERS!
  4. Gather and paste copies of all the original source documents/transcripts into the Transcripts folder created in step #2 nvivio 2
  5. Select both sub-folders, right click, click 'Sent To --> Compressed Archive to create a single zip file with all the data compressed
  6. Send the zip file to support@dedoose.com along with your username and a title for your new project and our team will complete the migration.

Migrating from NVivo Mac Version

  1. Create a new folder to hold all the exported data and source files
  2. Create two sub-folders in the folder created in step #1 and title 'ExportedCodes' and 'Transcripts'
  3. From NVivo you need to export each set of ‘quotations’ for each code/node into this ‘ExportedCodes’ folder specifying the text document export format and PLEASE MAKE SURE TO INCLUDE PARAGRAPH NUMBERS!
  4. Gather and paste copies of all the original source documents/transcripts into the Transcripts folder created in step #2
  5. Select both sub-folders, right click, click 'Sent To --> Compressed Archive to create a single zip file with all the data compressed
  6. Send the zip file to support@dedoose.com along with your username and a title for your new project and our team will complete the migration.

Migrating from MAXQDA 11

  1. Create a new folder on your desktop to store the export file.
  2. From the MAXQDA Home Screen, in the Code System Window, double-click the root node labeled "Code System". maxqda12 1
  3. Click the green "Excel" Button. maxqda12 2
  4. Save the Excel file to the folder we created in step #1. maxqda12 3
  5. Highlight the Excel file (dy default titled "MAXQDA12 Coded Segments"), right click > ‘Send to’ > Compressed (zipped Folder).
  6. Send the final zip file to support@dedoose.com along with your username and a title for your new project and our team will take care of the rest.

Migrating from MAXQDA 11

  1. Create a new folder on your computer to store what we will need in two export routines in MAXQDA
  2. From the MAXQDA ‘Project’ menu, choose ‘Export’ > ‘Project Properties as Excel File’ and save the result in the new folder you created in step #1 mqda 1
  3. Repeat step #2, except 'Export' > ‘Project Properties as XML File’ and save the result in the new folder you created in step #1 mqda 2
  4. Highlight the Excel file and the sub-folder –likely with the tile of your MAXQDA project on it - right click > ‘Send to’ > Compressed (zipped Folder)
  5. Select all folders, right click, and click ‘Send-To --> Compressed Archive’ to create a single zip file with all of the data compressed mqda 3
  6. Send the final zip file to support@dedoose.com along with your username and a title for your new project and our team will take it to the finish line.

Migrating from HyperResearch

In HyperRESEARCH:

  1. Make sure all cases and codes are filtered
  2. Cases Menu > Filter Cases > All Cases HR 1
  3. Codes Menu > Filter Codes > All Codes HR 2
  4. Go to Reports Menu
  5. Click ‘New Report’
  6. Select the following:
    1. 'Text’ as Sources to Include
    2. All Hyperlinks (Case Name, Code Name, Code Type, Code Reference, Source Name)
    3. Code Frequency
    4. Source Material
    5. Annotations
    6. List of All Cases
    7. List of All Codes
    8. List of All Sources HR 3
  7. Sort Report by Case Name
  8. Choose Display on Multiple Pages for ‘Pagination’
  9. Click ‘Export Text’
  10. Send us the file to support@dedoose.com along with copies of all source documents and we'll look forward to working with you.

Survey to Dedoose Project Creation

Creating fully populated Dedoose projects from SurveyMonkey or other data collection service output is an increasingly popular feature in Dedoose. Here's an overview and instructions on how to prepare data from survey responses and open-ended questions stored in an Excel file.

Two main things to note:

  1. For any demographic and scale response data, the resulting Dedoose descriptor fields will be identical to what is specified in the column header and the valid values will be whatever data are located in the cells for each case
  2. For the qualitative/open-ended narrative data, the content of these cells in each column will be extracted, complied into a single document for each participant and each response excerpted and tagged with the corresponding column header. So, the column headers for these data will become the automatically generated code system.

To make this process most efficient and the results most useful, here’s what is required/recommended:

  1. For all columns containing closed-ended (descriptor) data, change all column headers to appropriate labels that make intuitive sense for a descriptor field. For example, with a question like 'Please indicate your age group,' you'll want to change the column header to 'Age Group.' Then if the data are represented by numeric proxies, e.g., 1, 2, and 3, with 1 = 10-25 years, 2 = 26-40 years, 3 = 41-50 years, you'll be happiest in Dedoose if you user the actual values by changing 1s to '10-25 years' the 2s to '26-40 years and so on. This is a fairly straightforward process with Excel’s search-and-replace feature
  2. For columns containing qualitative (narrative or open-ended) data you will want to change the header to whatever will be most informative as a code. For example, a header like 'Please describe your experiences with X,' might be shortened to 'X experiences'
  3. For columns with continuous numeric data, you will be happiest if, wherever possible, you convert these data to a categorical form. For example, imagine you've collected data from a depression scale where scores can range from 0 to 100. From clinical practice or other guidelines, we may know that scoring between 0 and 50 is considered 'not depressed,' 51-70 = 'minimally depressed,' 71-85 = 'moderately depressed,' and 86+ = 'severely depressed.' Converting these data prior to import will allow you to explore your excerpting and tagging activity as a function of these groupings. Similarly, if you collect age information in a numeric form, it is in your interest to consider how you will be wanting to 'slice up' the qualitative excerpting and tagging activity by creating groups that will make sense given you analytic plans. Keeping in mind that many Dedoose charts and filtering capabilities are based on descriptor data, doing such a conversion puts you in control of the groupings. The Dedoose charting engine will create groupings automatically from continuous numeric data, but the algorithm is arbitrary, so can be of limited utility
  4. Save this file to your local computer
  5. Create a new project in Dedoose via your ‘Projects’ workspace
  6. Click the ‘Import Data’ button in the upper left panel in your new project’s home dashboard (the panel with the project summary data)
  7. Select Import Spreadsheet
  8. Locate the Excel file with the project data and ‘Submit’
  9. Voilà, your project is now all set and ready for more nuanced coding and data analysis.

Importing Excerpts from Excel or other Quantitative Software

If you have already created excerpts in an Excel spreadsheet, we've got an importer that will move you smoothly into Dedoode.

  1. Save the spreadsheet so that each row in the file has:
    1. The source document name in the first column
    2. The username of the excerpt creator in the second column (or this can be left blank)
    3. The excerpt text in the third column
    4. And all assigned codes (separated by a comma) in the fourth column
  2. Save the file in a folder on your computer that also contains all your source documents
  3. Select the folder, right click, and click ‘Send-To --> Compressed Archive’ to create a single zip file with all of the data compressed
  4. Send us the file to support@dedoose.com along with copies of all source documents, your Dedoose username, and a title for your new project and we'll take it from there.