Simple Coding Queries

Coding queries enable you to find content based on its coding. A simple coding query lets you see content coded at a node limited by a specific scope—for example, you could find all content coded by Motivation in the Documents folder.  Use the Advanced tab to combine criteria and use Boolean operators—for example, find all content coded by Community AND Social Interaction.

To create a simple coding query:

1. In Navigation View, click the Queries button.

2. On the Main toolbar, click the New button:

3. Click the Coding Query in This Folder option.

The Coding Query dialog box is displayed.

4. If you want to save the query, click the Add to Project checkbox at the top of the dialog box. Enter a name and description in the General tab  

   Option	Description
   Query type	Displays the type of query you are creating. You cannot change the contents of this field.
   Name	Enter a name for the query.
   Description	If required, enter a description of the query.
   Location	Displays the folder that contains the query. You cannot change the contents of this field.
   Created	Displays the date and time the query was created. You cannot change the contents of this field.
   Modified	Displays the date and time the query was last modified. You cannot change the contents of this field.

    

5. Click the Coding Criteria tab.

6. Define search criteria in the Simple tab 

   Option	Description
   Node	Click this option to find content coded by a selected node. For example, find all content coded at the node community.
   Any case where	Click the Any case where option to find content coded at cases with a specified attribute value—for example, find all content coded at cases where gender = male. If the project does not contain cases, this option is unavailable.
   By Any User	If you want to find content coded by a specific user, select an option from the drop-down list. For example, find content coded at community by a selected team member.
   In	Select the items to include in the query. For example, you could search in all sources or in selected nodes.
   Where	Select items based on the user who created or modified them. For example, search in all sources that were created by Mary.

    

7. Determine how the query results are stored in the Query Options tab  

   Option	Description
   Option	From the drop-down list, select how you would like to save the results of the query: Preview Only Display matching content in a preview node. Create Results as New Node Creates a new node, codes all matching contents at the node, and saves it in the selected node folder. Merge Results into Existing Node Codes all matching content at an existing node. Click the Select button and choose the required node. Create Results as New Set Creates a new set that includes all project items matching the search criteria. Add Results to Existing Set Saves the matching items in an existing set. Click the Select button and choose the destination set. Create Results as New Node Hierarchy Saves the results as a tree using the node name as the parent and matching items as the children.
   Location	If you are saving the results as a new node, click the Select button to define the location. For example, to save the results as a new free node, select the Free Nodes folder.
   Name	If you are saving the results as a new node or set, enter a name for the new item. If you are merging the results into an existing node or set, click the Select button and choose the destination item.
   Description	If required, enter a description for the new node or set.
   Spread to	Refer to Spread Coding to the Context for more information.
   Open results	Click this checkbox to display the query results in Detail View. This option is only available if you have chosen to save the results as a new node, set or node hierarchy.
   Create results if empty	If the query does not return any results, click this option if you want to create an 'empty' node. This option is only available if you have chosen to save the results as a new node, set or node hierarchy.

    

8. If you have selected the Add to Project checkbox, click OK to save the query set-up.

9. Click the Run button.

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