How can I create a codeframe for SmartCoding?

How can I create a codeframe for SmartCoding?

Human-in-the-Loop Codeframe Generation

The human-in-the-loop (HITL) SmartCoding allows human researchers to prompt the AI to help shape the code frame generation. The HITL coding functionalities are available both on the inca dashboard and in the inca SmartCoding portal.

 

  • To start a new coding project using the inca SmartCoding portal, go to the SmartCoding Directory and click + New SmartCoding.
  • To start the recoding of open-end questions in the inca dashboard, go to the specific open-end question that you want to recode, and click RECODE.


Here is a quick demo using the inca SmartCoding portal:



Step 1. Upload

You will be directed to the inca SmartCoding studio to Upload Dataset. You can either drop the file or upload the data set. 

For the SmartCoding upload, users can upload a data file with one or multiple Verbatim columns, an optional Verbatim ID column, an optional Analysis Variable (can upload one or multiple columns), an optional Language column (when it's non-English). The dataset may be uploaded as Microsoft Excel (.xlsx), CSV (.csv), or SPSS (.sav) file.




From the file your have uploaded, select source for Verbatim text (your verbatim column), Verbatim unique IDs (your ID column), Analysis Variables (your Filter variable columns) and Language IDs (language IDs column). You may select multiple verbatim columns from a data file, the model will run SmartCoding separately for each verbatim column.


To learn more about Analysis Variables in SmartCoding (creating and using Filters), go to this article here

The list of supported language IDs is available here. 


Step 2.  Review Codeframe and enable "Brief AI to guide Codeframe generation'
Use an AI generated codeframe and click Generate Codeframe.




Users can now review the AI-generated codeframe and optimize the output by enabling Brief AI to guide Codeframe generation and by adding a prompt. Adding a prompt or instruction to generate the new codeframe is similar to briefing a human coder. In the prompt, you may include their analysis objectives, what to include, and what to avoid in the codeframe.



Sample prompts:
- Generate a codeframe that reflects the feelings and emotions revealed in the verbatims, that is, how people felt about this rather than what they talked about this
- Based on the verbatims only, generate a codeframe on why this logo are preferred by consumers. What specific elements do they like. Is it the colour, font style, or size etc.

- Generate a codeframe of 2 net codes, functional benefits and emotional benefits and have 10 codes under each net accordingly


After adding the prompt, click Regenerate codeframe.

You can still modify the the generated codeframes before proceeding with the actual coding. You can add new codes, add new nets, merge codes on the codeframe.



Users can also use the Undo button to undo an action or changes made on the codeframe.

Click the Redo button to redo something you've undone, or to repeat the last action. The Redo button only appears after you've undone an action.


 

Once you are satisfied with the codeframe, click Confirm Codeframe and Proceed with Coding.



Note: Once the codeframe is applied, you can no longer edit it for the current project. Nevertheless, when you have received the coded results, you can still review and optimize the coded results through the inca SmartCoding Studio. Please refer to this article on how to modify coding here. 



Step 3.  Coding
Users will be notified via email once coding is completed. This could take a few moments to several minutes depending on the number of verbatim analyzed.  



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