9. Document Sets
For larger studies, it is useful to be able to code a number of documents
as separate coder files, and then load them all in at the same time, for
corpus search (Review) or statistical analysis.
Version 4.4 of the coder introduced 'Document Sets' which allow this.
In this mode, you can use the Review and Statistics interface, but not
edit the codings, or the scheme.
9.1 Activating Document Sets
The Document Sets menu is not automatically available. To enable Document
Sets, choose "Enable Document Sets"
from the "Options" menu. This will add a new menu "Document Sets".
9.2 Creating a Document Set
Firsly, you need to have a number of .cd2 or .cd3 files. These should all
share the same scheme in some way. This could be because they all share
a common master scheme. If they files all have the schemes embedded, you
should make sure that the networks are equivalent (features spelt the same
way, same configuration of systems).
Once you have your files prepared, select "Create New Set" from the
"Document Set" menu. You will be prompted for a filename, which is where
the information about the document set will be saved. The filename must
end in .dst.
Once you have created the .dst file, you will be prompted to name the
files which you wish to add to the set.
9.3 Opening an Existing Document Set
You can open an existing document set by selecting "Use Existing Set" from
the "Document Set" menu. You will be asked to select a document set file
(.dst). The document set defined by that file will be loaded in.
If you move the folder containing a document set (e.g., from one machine
to another, or from one folder to another on the same machine), then the
Coder will not be able to find the files defined in the document set. The
Coder defines the absolute location of files. If you move the document
set, you will need to re-create the .dst file from scratch, with the "Create
New Set" command.
9.4 Adding or Deleting files from a Document Set
Once you have opened a document set, you can add or delete files from the
set by selecting "Add/Delete Files" from the "Document Set" menu.
9.5 Refreshing Data
Once a Document Set is loaded, you cannot edit the codings. If you wish
to edit codings while a document set is open, open a second copy of the
Coder, and edit the coding files in that program. Within the program with
the document set, use the "Refresh Data" option to reload the changed files.
9.6 Launching a Document Set by Double Clicking
On the Windows version, you can launch a document set by double clicking
on any .dst file. The document set will open in a new copy of the Coder.