Framework matrices

1. Click in the associated view.
2. On the Framework Matrix tab, in the View group, click Associated View, then select Row Coding, Cell Coding or Summary Links.

NOTE  If the associated view is empty, check whether there is any content coded to the row (case) code. If you select to show Cell Coding, the associated view will be empty if there is no content coded to the column (theme) code. If you select to show Summary Links, the associated view is empty when there is no content linked to the current cell in the matrix.

While exploring the content in the associated view, you can display the context around a coded reference—for example, you could display the whole paragraph around a coded sentence.

1. Select the reference.
2. On the Framework Matrix tab, in the View group, click Associated View and then click the required context.

You can simplify the display of the associated view by hiding the coding information (file name, references or coverage).

1. Click in the associated view.
2. On the Framework Matrix tab, in the View group, click Associated View, and then click the information you want to show or hide.

On the Framework Matrix tab, in the View group, click Layout, and then click Right, Bottom or Hide.

1. Click in the cell in which you want to enter the summary.

2. Read the content displayed in the associated view.

3. Type your summary into the cell. You can also copy and paste text from the associated view.

   NOTE  You can only enter up to 8000 characters in each summary cell.

4. (Optional) Link text in the summary to the content displayed in the associated view.

If you have coded your files to codes (as well as cases), you can automatically create summaries from the content coded to the row and column codes. Textual content coded to both row and column codes is copied into the corresponding matrix cells. You can then edit this text to reduce and synthesize the material.

1. Click in the matrix.
2. On the Framework Matrix tab, in the Summary group, click Auto Summarize.
3. Summaries are automatically created. When the process finishes, a messages indicates how many summaries (cells) in the matrix were updated.

Summaries are created and viewed within a framework matrix, but each summary is stored separately in your project. If you delete the framework matrix, the summaries you created within the matrix are not deleted.

Each summary is associated with the intersection of a case and code.

• The summary can appear in more than one framework matrix—the summary will be displayed in any framework matrix that includes its row and column codes.
• If you delete one or both of the codes, then the summary is also deleted from your project.
• If you copy one or both of the codes, then the summary is also copied with the newly created codes.
• If you merge two codes together, their summaries are also merged.

If you want to identify the codes in your project that have associated summaries, you can use Advanced Find. If you want to view the summaries, you will need to create a framework matrix that includes these codes.

By default, the associated view displays files that have been coded to your cases. If you have already created the summary, you can select content in the summary and the associated view and link them:

1. In the associated view on the right, select the content that you want to summarize and link
2. In the matrix, select the text you want to link (or click in the paragraph you want to link).
3. On the Framework Matrix tab, in the Summary group, click New Summary Link.

Keyboard Shortcut Press CTRL+L

The Reference tab of the associated view can only display coded textual content.

If your project includes video or audio interviews, you can summarize media content. If you have created a transcript, coded transcript content will be visible in the Reference tab, but coded media is only viewable on the Audio or Video tabs. When you create summary links, you can link directly to the media (by selecting content on the timeline) or link to text in the transcript.

If you are working with pictures, you can summarize image content. If you have created a picture log, coded log content will be visible in the Reference tab, but coded image content is only viewable on the Picture tab. When you create summary links, you can link directly to the picture (click and drag to select a region of the image) or link to text in the transcript.

NOTE  For PDF files, coded textual content is available on the Reference tab, but coded regions (of a page) are only viewable on the PDF tab. When you are working in the PDF tab you can switch between text and region selection—on the PDF tab, in the PDF Selection group, click Text or Region.

By default, the location of summary links within summaries is highlighted in red. You can turn this highlighting on or off.

1. Click in the matrix.
2. On the Framework Matrix tab, in the View group, click Highlight then select HIghlight Summary Links.

NOTE  If you want to remove a summary link, click in the highlighted text and then click Delete Summary Link, in the Summary group, on the Framework Matrix tab.

You can highlight content (in the associated view) that is linked to text in the matrix.

1. Click in the matrix or in the associated view.
2. On the Framework Matrix tab, in the View group, click Highlight and then click one of the following:

• Summary Links (to show all content linked to the cell)
• Summary Links from Position (to show content that is linked at your current position or selection within a matrix cell).

Linked content is highlighted in yellow in the associated view.

NOTE  When you highlight summary links, you can use the shortcut keys F3 (Next) and Shift+F3 (Previous) to move from one highlighted reference to another (in the Reference tab of the associated view).