Review the references in a node

The techniques in this article also apply to other types of codes—for example relationships.

When you open a node in Detail View the Reference tab is in focus. On this tab you can see all the references that have been coded at the node.

1 Displays the name of the file that was coded at the node—including coding information (the number of references that were coded and the percentage of the file that the coding represents) open the original file, click the file hyperlink—underlined in blue.

2Displays the first reference that was coded in the file—including the percentage of the file that the reference represents. For example, a coded section might represent 80% of the overall document—this would indicate that most of the file has been coded at the node.

3 The Summary tab lists of all the files that have been coded at the node. You can choose to display the Summary tab by default when you open a node. Set application options

4 Select the other tabs to display the content that has been coded in text (documents, externals and memos), PDF, audio, video, picture or dataset files.

Understand how references are counted

On the Reference tab of a node, you can see the total number of references for each file. The total number of references is calculated based on coding done by all users—for example,  if two team members have coded the same content at the node, the coded content is counted as two references:

NOTE  You may want to see the total number of references without counting the coding by separate users (in the above example the total would be two instead of three). To do this, select all content in the Reference view of the node, and then code it again at the same node. You can then filter the node to see only your coding—each coding reference will be counted once.

Understand how coding coverage is calculated

The method of calculation for coding coverage varies depending on the type of file:

NOTE  If the node has aggregation turned on, then coding at any child nodes is included when calculating coverage.

Working with large nodes

When a node contains more than 200 references, the first 100 references are displayed in Detail View as a 'section' of references and navigation buttons are displayed at the bottom of the window. Using the navigation buttons—you can move to the first, previous, next or last section of references.

1 Move first

2 Move previous

3 Current section (100 references)

4 Move next

5 Move last

When you click in the Current section (100 references) box, you can type a section number and then press ENTER to navigate to that section of references.

If your project contains many large nodes, you may also find it useful to:

• Display plain text (rather than rich text) for nodes that contain a large number of references, or
• Limit the number of references per source that are displayed in the reference tab.

You can set these options on the Application Options (General tab) dialog box.

Work with the content in a node

As you review the references in the node, you may want to view more of the context, or make changes to the coding.