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Manual Code Editing and Management

After completing AI text analysis and creating a coded column, you can manually review, add, edit, and delete codes on individual text records. This allows you to refine the AI's work and ensure accuracy in your analysis.

Accessing the Manual Editing Interface

From Chart View

  1. After AI coding is complete, you'll see your coded column in chart view
  2. Click "View text and codes" button on the left side of the screen
  3. This switches you to table view where you can see both the original text and applied codes

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View text and codes
View text and codes

Understanding the Table View

In table view, you can see:

  • Original text column: The source text data
  • Coded column: Shows which codes have been applied
  • Highlighted text: Color-coded sections showing exactly where each code was applied
  • Code tags: Visual indicators showing which codes are assigned to each text segment

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Coding table view
Coding table view

Adding Codes to Text

Adding Codes to Specific Text Segments

  1. Select text: Click and drag to highlight the relevant portion of text in any record
  2. Choose action: A popup will appear with options to:
    • Apply existing code: Choose from your existing codes
    • Create new code: Enter a new code name
  3. Confirm: Click "Add Code" to apply your selection

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Adding codes example

Tips for Adding Codes

  • Select the most relevant text snippet that represents the code
  • You can apply multiple codes to overlapping or different parts of the same text record
  • New codes you create will be available for the entire column, not just the current record

Removing Codes

Removing Codes from Individual Records

  1. Find the code tag: Locate the code you want to remove in the table view
  2. Hover over the code: A trash icon will appear
  3. Click the trash icon: The code will be removed from that specific record only

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Deleting codes example

Managing Codes Globally

To remove or merge codes across your entire dataset:

  1. Return to chart view by clicking the chart icon
  2. Use the legend management tools to:
    • Delete codes from all records
    • Merge similar codes together
    • Rename codes for clarity

Applying New Codes with AI

If you've manually added new codes and want AI to apply them to the rest of your dataset:

  1. Return to chart view from the table view
  2. Click "Use AI to apply new codes"
  3. Select codes to apply: Choose which of your new manually-created codes should be applied
  4. Let AI work: AddMaple will analyze your data and apply the new codes where relevant

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Apply new codes
Apply new codes

Important: This process only adds new codes where relevant - your existing manual coding work won't be changed.

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Apply new codes modal
Apply new codes modal

Best Practices for Manual Coding

Quality Control

  • Review AI suggestions: Check that automatically applied codes make sense in context
  • Be consistent: Apply similar codes to similar concepts across your dataset
  • Use specific text selection: Highlight the exact words or phrases that represent each code

Workflow Efficiency

  • Start with AI: Let AI do the bulk of the coding work first
  • Focus on edge cases: Manually review records where AI might have struggled
  • Iterate gradually: Make small corrections rather than wholesale changes
  • Use AI re-application: When you add new codes, let AI help apply them broadly

Code Management

  • Keep codes focused: Each code should represent a distinct concept or theme
  • Use clear names: Make code names descriptive and unambiguous
  • Merge similar codes: Combine codes that represent the same concept
  • Document your process: Keep notes about your coding decisions for consistency

Troubleshooting

If you can't see the manual editing interface:

  • Make sure you're viewing a coded column (created through AI analysis)
  • Click "View text and codes" from the chart view
  • Ensure you have the necessary permissions to edit the data

If codes aren't applying correctly:

  • Check that you've selected the right text segment
  • Verify the code name doesn't conflict with existing codes
  • Try refreshing the page if the interface becomes unresponsive

If AI re-application isn't working:

  • Ensure you've created at least one new code manually
  • Check that you have sufficient credits for AI processing
  • Return to chart view before attempting to use AI features

By combining AI efficiency with manual precision, you can create highly accurate and nuanced text analysis that meets your specific research needs.