This tutorial will help you get started with Qualyzer and learn its main features. In this tutorial, you will use Qualyzer for a (fictitious) study of how change can be introduced in IT organizations. Some of the material used in this tutorial is borrowed from SE Radio under a Creative Commons license.

Step 1 - Create a New Project

Qualyzer - New Project Wizard

Projects organize your data. You collect all information related to a given study in a project. From the main menu bar, select File | New | Project. In the dialog box, enter Introducing Change for the project name. Enter your first name under nickname, and your full name and organization in the appropriate fields. Click Finish.

Investigators are the researchers conducting the study. Many investigators can be associated with a study, but at least one must be specified.

After a project is created, its structure is displayed in the Project Explorer (the left panel of the Qualyzer window). In the Project Explorer, right-click on the project (Introducing Change) and select Properties. The Project Path is where all the files managed by Qualyzer are located. Click OK to close the window.

Qualyzer stores all the project data in a location on your computer called the workspace. You can copy files from the workspace to another folder, but you should not delete or modify files in the workspace.

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Step 2 - Add a participant

Qualyzer - Project Explorer with new Participant

Part of our data will come from an interview with Linda Rising, the author of a book on introducing change. In the Project Explorer, right-click on on the project (Introducing Change) and select New | Participant. For Participant ID, enter linda and for full name, Linda Rising. Click Finish. A Participant Editor will open showing information about the new participant.

Participants are also referred to as subjects or informants in certain disciplines. The participant ID is used to uniquely refer to a participant. In studies where participants are anonymous, IDs such as P1, P2, etc. would typically be used.

Information about participants is modified though the Participant Editor. In the Participant Editor, change the Participant ID from linda to Linda. Notice the asterisk in the tab next to the participant name. This indicates that the editor contains unsaved changes. To save your changes: Press Ctrl-S (or select File | Save from the main menu). Close the editor by clicking on the "X" icon in the editor's tab (or press Ctrl-W, or select File | Close from the main menu).

Tip: Many actions in Qualyzer can be invoked through common menu items and shortcuts. For example, you can save your changes by selecting File | Save from the main menu. You can also close the editor by pressing Ctrl-W, or selecting File | Close from the main menu.

Exploration Tips

  • Try to create another investigator and another participant.
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Step 3 - Create a New Transcript

Qualyzer - New Transcript Wizard

You will now create a transcript for an interview with Linda Rising. First, download this interview audio file and put it on your desktop (if you cannot access the file, you can use any MP3 file on your computer).

If the file starts playing right away in your browser, start again and right-click on the link and select Save Link As (or something similar).

Right-click on the Project Explorer and select New | Transcript. Under Transcript name, enter Interview with Linda. For date, enter 6/30/2010. Then select Linda from the list of participants. Next to the Audio File field, click on the Browse button, and navigate to the file seradio-episode139... that you just saved. Click Open. When you are done, click Finish to create the transcript.

After the transcript is created, the mp3 file will have been copied to the workspace, which means that you can move, change, or delete the file on your desktop without affecting Qualyzer.

At this point the name of the transcript will appear in the Project Explorer and a Transcript Editor will open for this transcript. To listen to the interview, click on the play button (green arrow). Use the slider, stop, pause, and seek buttons to navigate through the interview.

The numbers at the top right of the audio player show the current time position in the file and the total running time.


Exploration Tips

  • Open the Participant Editor for Linda and look under the "Transcripts" header. Click on the link "Interview with Linda".
  • Right-click on the interview in the Project Explorer and select Properties.
  • Create more participants and then, create a transcript with multiple participants (e.g., a focus group transcript).
  • Create a new interview, but instead of selecting an existing participant, click on the Add button.
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Step 4 - Transcribe an Interview

Qualyzer - New Transcript Wizard

If the transcript editor is not open, open it by double-clicking on the transcript "Interview with Linda" in the project explorer. Use the slider or type the time directly into the current time slot next to the slider to position the file at 5:52. This is the beginning of the interview. Play the next few seconds, until the male voice is done speaking. Then press pause. Type what you heard, which should be "Interviewer: OK, so I guess before we get started it's time Linda for you to introduce yourself."

When some words are hard to hear, it can be useful to backtrack a few seconds to hear this again. If this is the case, use the back-seek button (blue left arrow).

Tip: If you find the default seek time (3 seconds) is not comfortable for you, you can change it by selecting File | Preferences | Qualyzer Preferences, and changing the number in the Seek time to the desired number of seconds.

Double-click on the word "Interviewer". This will select it. Click on the "Bold" button in the toolbar (the letter B). In general, you can format any part of the text by selecting it and choosing any of the formatting options (bold, underline, italics) in the menu bar.

To format text, you can also right-click on your selection and select a formatting option in the context menu or press the corresponding keyboard shortcut (Ctrl-B, Ctrl-I, and Ctrl-U).

You can continue transcribing Linda's answer. For the remaining part of the tutorial, you only need to transcribe this part: "Linda: Ok, thank you Marcus and thank you for recording this because I know anytime I do an interview with you and it goes live. I get email from all over the world so you must have an incredible audience. And they also... "I heard you on Software Engineering Radio". How exciting!"

Exploration Tips

  • Right-click in the project explorer and select Import | Transcript. Then, select a RTF file. You can create a RTF file by opening a Microsoft Word document and saving it as rtf. Alternatively, you can open WordPad, write some text, and save it.
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Step 5 - Code a Transcript

Qualyzer - Coding a Transcript

You will now analyze the transcript by assigning codes to text fragments. Open the transcript "Interview with Linda". Select the following fragment "thank you Marcus", then right-click and select Add Code.

A dialog will appear asking you for a code name. Enter "Thankful" in the code name and "feeling or expressing gratitude" in the description field. Click OK. The coded fragment will now be highlighted. If you hover the mouse over the fragment, you will see a tooltip with the code "Thankful".

Tip: Instead of using the context menu to code a text fragment, you can simply press Ctrl-K (K for Kode) after having selected a fragment. If you don't like the highlighting color of coded fragments, go to File | Preferences | Qualyzer Preferences and click on the box labeled Marked Fragment Color to change the color.

Select the next fragment "thank you for recording" and add the code you just created, i.e., "Thankful". Notice that when you start typing "t" in the code name, Qualyzer will offer you to automatically complete the code name with a list of existing codes beginning with the letters you just typed.

Note that when creating a new code, Qualyzer will display a warning message at the top of the Add Code dialog as seen on the screenshot. When you enter an existing code, the warning is not displayed. This is to prevent you from creating a duplicate code with a spelling error (e.g., Thankful, thankful, and Thanksful).

Finally, select the last text fragment, "How exciting!", and add the code you already created, "Thankful". Then, select the fragment by double-clicking anywhere in the fragment, and add a new code, "Enthusiasm". Once you have added a second code, notice that when you hover the mouse over the last fragment, the two codes are displayed in the tooltip.

Qualyzer does not allow fragments to overlap (e.g., "thank you Marcus" and "Marcus and thank you") and it is currently not possible to resize a fragment. The only workaround is to delete the codes associated with a fragment and code a new fragment. To delete all codes associated with a fragment, right-click on the fragment and select Remove All Codes. The fragment will no longer be highlighted.

Exploration Tips

  • Try to write another paragraph and code new fragments.
  • Try to change the description of a code while adding an existing code to a fragment.
  • Look at the right margin of the transcript editor to see the paragraphs that contain codes.
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Step 6 - View Associated Fragments

Qualyzer - Viewing Associated Fragments

You will now review all the fragments that are associated with the code "Thankful". Double-click on the fragment "How Exciting!" to select it. Then right-click and select View Associated Fragments from the context menu. A dialog will open showing you the codes that you can choose from. Select "Thankful" and press OK.

Note that if you select a fragment with only one code assigned to it, Qualyzer will not ask you to select which code you would like to view.

A new editor entitled "View all fragments associated with code: Thankful" will open. In the editor, there is a section for each document containing a reference to Thankful. In each section, there is a text box for each coded fragment related to "Thankful": the coded fragment is underlined, like an hyperlink.

Click on an underlined fragment. You will be brought back to the transcript editor and the fragment you clicked on will be selected.

Exploration Tips

  • Return to the Transcript Editor without closing the Fragment Viewer and associate the code "Thankful" with another fragment. Then go back to the Fragment Viewer and press Refresh.
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Step 7 - Build Code Hierarchies

Qualyzer - Building Code Hierarchies

In this step, you will arrange your code in a hierarchy. Open the Code Editor by double-clicking on the "codes" node in the Project Explorer. On the left you will see a list containing all the codes in the project. On the right you will see an empty hierarchy representing the hierarchical relationships between the codes. Below these lists, there is a text area that displays the description of the currently selected code.

You will create a new code that represents a good abstraction of the two codes you already have ("Enthusiasm" and "Thankful"). Right-click on the list and select New Code. Fill in "Feelings" for the name.

To create a hierarchy, start by dragging "Feelings" in the list and drop the code in the empty hierarchy. Then drag "Thankful" from the list to the hierarchy and drop it on "Feelings". Finally, save the code editor.

The hierarchy represents a relationship between codes. The parent code will show its own frequency under Count and the total frequency of all its children and itself under Total. There are only a two restrictions when working with code hierarchies. First, Qualyzer prohibits cycles and duplicates in a hierarchy (e.g., you cannot add a second "Thankful" under "Feelings"). Second, a code can only be used once as a root. For example, "Feelings" cannot be the root of another hierarchy, but it can be used as a child in other hierarchies.

Exploration Tips

  • Try the New Root Code and New Sub-Code options in the Hierarchy context menu. Try to create more than one hierarchical level.
  • Rename a code.
  • Drag a code from the Hierarchy to another part of the hierarchy. Do this again while pressing Ctrl.
  • Double-click on "Thankful" in either the list or the hierarchy.
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Where to go from here

  • If you have a question or a comment regarding Qualyzer, register to our mailing list and send us an email. Note that the list is low traffic, not used for spam, and you can unregister at anytime.
  • If you notice errors or would like to suggest improvement to the documentation, please open a ticket.
  • If you want to request a new feature or report a bug, you can also open a ticket!
© McGill University, 2011.