About collections


Collections are groupings of items in your project. For example, you can view a collection of all the sources that have linked memos. This topic introduces collections and explains how you can work with them.

In this topic


What are collections?

Collections are views (or groupings) of project items that are stored elsewhere in your project.

The Collections group in Navigation View contains:

  • Sets—a set is a group of selected sources or nodes.  For example, a group of video sources that you need to transcribe.

  • Memo Links folder—all the memo links in your project are listed in this folder

  • Annotations folder—all the annotations in your project are listed in this folder.

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Sets are a flexible way of grouping your sources and nodes—for example, you might create a set for the documents, memos and nodes that will be reviewed by a specific team member.

Items in a set are references or 'shortcuts' to the original items—you do not physically move items into a set. This means you can delete an item from a set without removing it from your project.

A set can include any number of sources or nodes and a source or node can belong in multiple sets. You can use sets to create temporary groups, and then delete the set when you no longer require it.

You can use sets to organize project items into groups, or manage research tasks. For example, you might use sets in the following ways:

  • To see stages, progress and changes in data construction, or to manage research timetables—for example, Items created this week, or Nodes without coding.

  • To direct and inform coding—for example, Sources not yet coded or Nodes created since team debate, Nodes to discuss.

  • Group items around a theme or an area of analysis

  • Identify and compare the work of team members, a set for each team member could contain the interviews they conducted, memos they wrote and nodes they introduced

  • As the scope of a query—for example, you could make a set for related documents (stored in different folders) and run a Text Search query.

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Memo Links

The Memo Links folder shows all the memo links in your project.

If you select a memo link, you can open the linked memo, or the project item that it is linked to—on the Analyze tab, in the Links group, click Memo Link and then click Open Linked Memo or Open Linked Item.

You can also delete a memo link by deleting it from this folder.

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The Annotations folder shows all the annotations in your project.

The list text from the start of each annotation. To display the full text of the annotation, you can hover over the text in the Annotation column.

If you select an annotation, you can open the source and see the annotation in context—on the Home tab, in the Item group, click the arrow below Open, and then click Open Source. .

Shortcut You can also double click the annotation to open the source and see the annotation in context.

You can also delete an annotation by deleting it from this folder.

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