Qualrus - The Intelligent Qualitative Analysis Program

Common Support Solutions

Four Most Important Tips!

Most Qualrus support issues can be prevented by following these tips:

1) Organize your project before starting Qualrus

Decide where you want to save your project files and create a new folder for your project (i.e. "Academic Achievement Project"). Inside this folder, create a subfolder called "Sources". Copy all of your source files (documents to be coded) to the sources folder.

When you save your project, Qualrus creates 7 project files (ending in .IQ-something). These need to stay together in the same place. Also, your source files need to stay together and cannot be moved (see below).

2) Do not move or edit your source files

After adding a source to Qualrus, do not move or edit it in a different program like MSWord. This will corrupt your coding. Make sure your sources are in their final form before bring them into Qualrus. You can edit sources within Qualrus, but do so carefully.

3) Backup and Export often

Use File > Export > All project files often. It will save a full copy of your project to the backup location you designate. Use this feature after every chunk of work you do.

4) You cannot save to a network or shared drive

Qualrus can only save to and open from a local drive. Always save your project to a local drive. Once it's saved you can copy it to a network or flash drive. When you want to open it, first copy it back to the local machine.


Terminology

Source
A source is a body of data such as field notes, the transcript of an interview, a videotape, a graphic image, or an audio recording. Each data file is treated by Qualrus as a separate source, and a single study may have many sources, including very large text, video, graphics, or audio files.
Segment
A segment is a contiguous section of a source that is coded by the researcher. Often, it represents a coherent concept. Segments can overlap one another or be nested within one another two or more levels deep.
Code
Codes are summary categories the researcher uses to classify different segments. Every project has a list of the possible codes that may be applied, such as "freshman" or "negative attitude".

How to Use Scripts

Extend the power of Qualrus with these free scripts. Here's how to use them:

  1. With Qualrus open, press the Script button (middle top of main screen) or go to Editors > Scripts.
  2. Press New.
  3. Download one of the txt files listed below (right-click, then "save as"), or open them in your web browswer.
  4. Copy and paste the entire text of the script txt file into the top screen of the script editor. The easiest way to do this is to open the txt file and press (Control + A) to select everything, then (Control + C) to copy everything, then click into the script editor top screen and press (Control + V) to paste.
  5. Press Save As and enter a name. Click OK.
  6. Press Submit. You should see the results of the script in the lower screen. You can print the results or copy/paste them.

List Codes
Displays a list of all your codes, one on each line.

Code Frequency
Displays a list of each code and how many times it appears in your project.

Segments Per Code
Displays each code and every segment attached to that code.


I can't import a source. What do I do?

Solution #1: Location, location, location.

All Qualrus source files must be located locally. What this means is that you cannot pull a source from off of the network, or from any type of removable media.

To save your sources locally:

  1. Open the folder that contains your source document.
  2. Copy (or cut) the source document.
  3. Paste the source document into a folder on your computer. We recommend that you copy the source into a folder called "sources" inside the folder your Qualrus project files are saved.
  4. From there you can add those documents to Qualrus as a source (Sources-->Add existing source-->Find file-->Open).

Solution #2: Pay attention to format.

Qualrus accepts sources in many formats; however, there are some formats that Qualrus can not accept. Qualrus accepts the following formats:

  • Text sources: .txt, .rtf
  • Picture sources: .bmp, .jpg
  • Video sources: .avi, .mpeg, .mpg, .wmv, .m1v, .mpe, .mp4
  • Audio sources: .aif, .aifc, .aiff, .asf, .au, .wma, .midi, .mid, .mpa, .wav, .mp3, .snd, .rmi
  • HTML sources: .htm, .html, .mht, .mhtml, .shtm, .shtml

There are a couple of common file types that Qualrus does not support: .pdf and .doc. You will need convert documents in these formats into a .txt or .rtf file before bringing them into Qualrus.


How do I move my project to another computer? How do I backup my project?

One of the most important things to learn in Qualrus is how to export your project. Exporting creates an exact copy of all your project files and sources files. We recommend you export your project often as a method of backing up your project. The technique can also be used if you'd like to work on your Qualrus project on different computers.

To export:

  1. Open the most up to date version of your Qualrus project.
  2. Click "File-->Export-->All project files".
  3. A box will pop up asking where you want to save the project. This will create a folder that has the same name as what you type in the box for the file name. This folder will include all of the Qualrus project files and all of the sources. Save this folder temporarily on the desktop or in a backup folder.
  4. If you're exporting your project in order to back it up, you may want to name each exported project something slightly different, like "My Project June 12" so you can keep multiple backups.

Using the categorize tool

The categorize tool works with sections of text or other media that have a code assigned to them (called Segments). Segments are not automatically loaded into the Categorize tool. You must decide if you want to categorize all of the segments in your project, or just a subset of segments from your project (a list). Please note that the categorize tool is not designed to organize large numbers of segments. It is useful in further classifying a group of already related segments. First, we'll assume you want to look at all segments (assuming you do not have too many). Open QTools and click the Categorize tab.
  1. In the drop down menu near the top of the Categorize tab, select "All Segments".
  2. In the right, you will see all of your segments in the "Workspace". These are the "Sheets". For each sheet, you can click the tabs and see the text, source info, codes applied to the segment, and in which stacks the segment belongs.
  3. Let's create a stack. In the upper left window, if you hover over the first icon, it will say "New Stack". Click that icon.
  4. Now you have a new stack. You can click where it says "Stack 1" under the icon, and you can rename the stack.
  5. Now, let's put some sheets in a stack. You will notice that in the lower left, there is a box that says "Stack 1" or the new name of your stack. Drag one of the yellow icons (sheets) from the right ("workspace") into the empty box under where it says "Stack 1" in the lower left.
  6. Drag as many other icons into the stack that seem like they would be in the same category. Now you have a stack.
  7. In the lower left box, you can select any code from your project from the drop down menu. You can then click the rubber stamp to apply that code to all of the sheets within that stack. To do this, you may need to open the code editor and create the code that you want to apply if that code does not yet exist. You can also delete the selected code from the stack by selecting a code from the list and clicking the second icon.
Now, let's assume you want to look at segments that are only in a list (not all the segments).
  1. First, you've have to create a list. The easiest way to make a list is to do a QTools-->Search about what you are interested in (all segments containing a certain word, for instance). Then in the QTools "File" menu, you can click "Save to - List". Give the list a name.
  2. Now go to the categorize tab within the QTools menu. In the upper left drop down box, you should see your new list. Select that list and then only the segments that comprise that list will be shown in the the "workspace" to your right.
  3. Follow the instructions above to continue working with the categorize tool.

Training Screencasts

Qualrus Primer (4:38)

Coding & Code Editor Part 1 (6:11)

Coding & Code Editor Part 2 (5:21)

QTools Search (7:12)


More Tips On Our Blog

Find more Qualrus tips and walk-thrus on the company blog.


Download Qualrus Manuals

Getting Started

Qualrus Manual


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