As a researcher, you need to quickly understand your Open Ended dataset responses. With Canvs' Nets, Codes and Edit features, we accelerate your analysis by automatically assigning topics and emotions with our patented AI technology. This allows you to assign your code frames faster than ever before.

Coding with Canvs

Adding Codes to Open Ends help summarize the common ideas expressed by respondents. Canvs can help you make the once tedious task of hand coding quicker and more efficient with our Codes tool. If you are just starting off, you can click here to learn how to navigate Canvs MRX.

AI-Powered, Formally "Autocodes"

AI-Powered Codes aim to empower you to be able to summarize the ideas behind dataset responses as quickly as possible. Hand coding is time-consuming and cumbersome. Canvs MRX has the ability to code a considerable percentage of Open Ends with high accuracy – completely algorithmically and automatically. 

Ai-Powered Codes will likely not code 100% of the Open Ends in a Dataset. The percentage of the verbatim responses that will have auto-codes will fluctuate. Auto-coding aims to group together similar answers to questions. 

Learn more about AI-Powered/Autocodes here

Using the Action Bar

We've streamlined the Action bar by tucking all of the options into a pop-up menu under an Edit button. 

Advanced Users can use keyboard shortcuts to make Editing and Managing Codes faster.  Click M to open the Manage Summary modal, C to open the Edit Codes modal, E to open the Edit Topics and Emotions window, and D to open the Delete Open Ends window. 

Edit Topics & Emotions Modal

To edit Topics and Emotions, select the items to change and click Edit and then Edit Edit Topics & Emotions (or use keyboard shortcut = E). Editing Topics and Emotions will aid in your coding efforts. 

To learn more about editing Topics and Emotions, click here.  

Edit Codes Modal

Adding Codes 

You are able to add and edit Codes on the Content Page by using the Edit Codes button on the Action Bar at the bottom of the page. 

You should filter your Open Ended responses before you click to edit or add a Code. The edits you make will be available for only the Open Ended responses currently on screen. To learn how to navigate the page and filter Open Ends, click here

If you have not yet added any Codes, you will see the default screen on the Codes Tree Map. You can click Add Code to see all possible Open Ends and apply a Code to everything. This works best when you have already filtered your results. 

Note: Add Code will be available only when there are less than 500 open ends in your filtered results. If you need to apply a Code to more than 500 open ends, use Edit Codes on the bottom of the screen, as described below.

The best way to add multiple Codes to selected Open Ends is by using our automatic Topic and Emotion analysis. This way, you can filter your list of Open Ended responses. Use the Topic/Emotion maps and/or Rankers to click on the Topics and Emotions that you want to include in the Code. 

Note: To deselect a Topic or Emotion when filtering, click 'x' to remove a single selection or Clear to remove all selections. 

You can easily apply a new Code to all of the Open Ended responses on the screen by clicking Edit Codes at the bottom of the page. 

If the filtered results include more than 500 Open Ends, you must apply your Code to all of the Open Ends on screen at once. If you want to tailor your results, choose additional Topics or Emotions to pare down your results. Learn about how to Edit Topics and Emotions here.

If you have less than 500 Open Ends in your filtered results, you can use our multi-select feature on the left of the preview to add or remove Open Ends from the code one by one. In either case, you can add the Code for your selected Open Ends, select the code from the drop down that appears, and Apply.  

Once you have applied Codes to your bulk or multi-selected results, click Close.

You can also add a Code by searching the Open Ends for a specific word or phrase. After searching for text in the Open Ends list, the word or phrase will filter the results. You can then add the term as a Code to that set of Open Ends. 

For either method of Adding Codes, Canvs will visualize the Codes you've assigned on the Tree Map. You'll even see a link to any unassigned Open Ends so you can seamlessly complete your coding efforts.  

Removing Codes via Edit Codes Modal

To remove a Code, select the Code and click Edit and then Edit Codes (or use keyboard shortcut = C).

Click the 'x' within the text box of the Code. It will turn red, indicating that it will be removed. Note: you also have the option to Remove All Codes from your selected Open Ends. Click Apply and Close

Renaming or Merging Codes via Edit Codes Modal

To edit a Code, select the Code or Codes and click Edit and then Edit Codes (or use keyboard shortcut = C).

Click the 'x' within the text box of the Code(s) you'd to change. It will turn red, indicating that it will be removed.

Enter in the new Code label.

Then click Apply and Close.

Rolling Codes into Nets via Edit Codes Modal

Visualizing Nets

Canvs MRX has the ability to show the hierarchical relationship between Codes and Nets. After updating automatically assigned codes to a satisfactory level, you can achieve an even higher level of analysis by rolling up Codes into Nets. You'll be able to create, manage, edit and visualize Nets alongside Codes.

When you click on the Summary tab, there will two sub-tabs named Nets and Codes. In the Nets view, you'll be greeted with all available Nets.

When you click on a specific Net, you'll be taken to a view of the Codes belonging to that Net.

By going back to All Nets and clicking on the Codes tab, you will see a view of all Codes belonging to the Dataset regardless of the Net.

Within the Treemap, a forward slash is used to differentiate between a Net and a Code ("Net Name"/ "Code Name"). As the tiles get smaller, the platform gives visual priority to the Net name when viewing the Nets Tree map and priority to the Code name when viewing the Codes treemap. 

You will see some Nets and Codes created automatically and 100% algorithmically, so we've created a way to differentiate between "System Generated" and "User Generated" Nets/Codes . In the case of "System Generated" Nets or Codes, the tooltip will have an "A" indication along with a short message.

Assigning Nets

In the Edit Code modal, you can add Net and Code to a set of Open Ends at the same time. Simply type the Net and Code name in the format net name / code name.  The space and forward slash will trigger the creation of the Net and anything after the slash will be recognized as the Code name. You're still able to enter a Code only and manage those codes later in the Manage Summary modal, but the new Net option in Edit Codes should help save a few steps in the future.

(Please note: you must enter a space after the Net name and before the slash to add a Net and Code this manner.)

Using the Manage Summary Modal 

To better meet the natural workflow of a coder, we've added the option to Manage Summary on the Action Bar. Manage Summary is designed to easily merge, rename, place and rearrange your Codes into Nets

NOTE: This is slightly a different use-case than the Edit Codes Modal, which you learned about at the top of the article, where you can Create Codes.

Once you've reviewed the automatic Precodes and AI-Powered/Autocodes and added any new Codes to your Open Ends, you'll need to add those Codes to Nets if needed and make edits.

Watch this quick video on how to utilize the Manage Summary Modal!

The Manage Summary modal allows users to:

  1. Create a new Net

  2. Merge two or more Codes into one 

  3. Remove Codes from a Net

  4. Drag and Drop one or more Codes into a new or existing Net

  5. Undo previous actions (before hitting Apply)

  6. Rename a Net or Code by double clicking into the title and typing

  7. Jump to the Edit Codes modal from the Manage Codes modal and continue editing there.

Note: If you are working on a Tracker Survey which has Waves, you will see an additional Waves drop-down at the top of the Manage Summary modal. This will give you the power to filter by All Waves of Specific Waves in Manage Summary.

You can differentiate between Nets and Codes in the list by observing the naming format, mentioned above. Net names are bold followed by a forward slash (/), and all Codes belonging to a Net are indented underneath. 

Filtering Open Ends in Manage Codes

With the new Manage Summary modal, you have more advanced ways of filtering what Open Ends you're seeing on the right hand side. On the left of the list of Nets and Codes, you'll see circles where you can toggle to Include or Exclude what you see. The eye icon means the Open Ends for that Code will be displayed, while the eyeball with a slash through it means they are hidden. Click the cicrle once to Include, twice to Exclude, and a third click to reset the filtering.

Note: Filtering using the circles/eye icons is to increase transparency and allow visualization of the Open Ends that are assigned to a specific Code. Filtering does not mean you have "selected" the Code or Net to make changes. To select the Code or Net, click o the purple "pill". 

Creating a New Net in Manage Summary

Click on the purple pill to select each Code that needs to be in the new Net. Then click Create a New Net. A placeholder for the "new net" will be created - delete the placeholder name and enter the Net name you would like to assign. 

Merging Codes in Manage Summary

Click on the purple pill to select each Code that needs to be merged. Then click Merge. You can enter the new Code name, as well as an updated Net name if needed. Click Merge Codes to apply your changes.

Removing Codes from a Net in Manage Summary

Click on the purple pill to select each Code that needs to be deleted. Then click Remove. You can also select a Net and click Remove. You can choose if you'd like to remove all associated Codes by clicking Remove Codes. If you just want to delete the Net and keep all Codes, click Keep Codes.

Note: A Net will disappear if there are all Codes associated with are removed. Every Net needs to be linked to at least one Code. 

Moving Codes to a different Net in Manage Summary

To move a Code to a different Net, click in the purple pill once. Once you see the hand icon, you can drag the Code to the new Net. 

Renaming a Code or Net in Manage Summary

To rename a Code or Net, double click into the purple pill. Once you see the cursor, you can type in the new name.
 

Advanced Editing in Manage Summary

The purpose of Manage Summary is to quickly look at your codes and re-assign to Nets. The best way to change codes is to use the Edit Codes modal.  

Canvs MRX has the ability to show the hierarchical relationship between Codes and Nets. After updating automatically assigned codes to a satisfactory level, you can achieve an even higher level of analysis by rolling up Codes into Nets. Nets are used to organize codes. You'll be able to create, manage, edit and visualize Nets alongside Codes.

When you click on the Summary tab, there will two sub-tabs named Nets and Codes. In the Nets view, you'll be greeted with all available Nets.

When you click on a specific Net, you'll be taken to a view of the Codes belonging to that Net.

By going back to All Nets and clicking on the Codes tab, you will see a view of all Codes belonging to the Dataset regardless of the Net.

Within the Tree map, a forward slash is used to differentiate between a Net and a Code ("Net Name"/ "Code Name"). As the tiles get smaller, the platform gives visual priority to the Net name when viewing the Nets Tree map and priority to the Code name when viewing the Codes Tree map. 

You will see some Nets and Codes created automatically and 100% algorithmically, so we've created a way to differentiate between system generated and user generated Nets/Codes . In the case of system generated Nets or Codes, the tooltip will have an A indication along with a short message.

Another way to add a new Net is via the Edit Code modal - in this method, you can add Net and Code to a set of Open Ends at the same time. Simply type the Net and Code name in the format net name / code name.  The space and forward slash will trigger the creation of the Net and anything after the slash will be recognized as the Code name. You're still able to enter a Code only and manage those codes later in the Manage Summary modal, but the new Net option in Edit Codes should help save a few steps in the future.

 (Please note: you must enter a space after the Net name and before the slash to add a Net and Code this manner.)

Quick Codes and Nets

Anytime you have filtered on any group of Open Ends, you will see a Quick Code button in the Action bar. You can also access Quick Codes by clicking keyboard shortcut A.

A small dialog window will open your filter text pre-populated as a suggested Code name. You'll be able to apply that Code, or type in your own Code and/or Net. Note: Type in the format Netname / Codename in order to add a Net and Code at the same time.

You will then have the option to Apply OR Apply and save as a Rule. To learn more about Rules, read here.

You'll also see a Quick Net option when two or more Codes are selected. You can access Quick Codes by clicking keyboard shortcut S.

A small dialog window will open your filter text pre-populated as a suggested Net name. You'll be able to apply that Net, or type in your own.


If you have any questions, feel free to reach out to support@canvs.ai. We are happy to help!

Did this answer your question?