How can I create project "folders" to organize my AI Coding instance?

How can I create project "folders" to organize my AI Coding instance?

Projects Feature

Projects should be used as a way to organize AI coding instances visually on the directory. Each AI coding instance should only be assigned to one project. The simplest way to think of this feature is to think of the interaction that Folders have on mac and windows file organization.



Scenario 1: Creating "Project" when uploading different data sets for the same project
When creating a new AI coding instance you will see a "Project" field that allows users to label each AI coding instance to the same project.

For example, you will upload 3 different AI coding instance : Open End Q1, Open End Q2 and Open End Q3 and these 3 are under the same Project name (i.e. Project Intel)

1. When uploading the data set for Open End Q1, type in or add "Project Intel" in the Project field



2. Then click Add, to approve the Group name or the Project name
  

3. And when uploading data sets Open End Q2 and Open End Q3, you can now select the same project name in the drop down list 




Scenario 2: Organizing "Project" from previously uploaded Coding instances
For AI Coding instances that were already uploaded and you want to organize them to a group you can do by assigning a Project for each coding instance.

1. Click Edit AI coding instance




2. Once you are in the AI coding app, click More on the top, right side of the page and click Update Project


3. Type in or add the new Project name (i.e. Project Generation)










4. Once the Project name has been assigned to the coding instance, you may now use to filter the Project in the AI Coding Directory page.



Note:
Uncategorized AI coding instance will have "(Uploaded from file)" in the project card when the AI coding is uploaded without the Project (field) specified.



When you have existing inca studies in the dashboard (Project Directory), and you've done AI coding to the open end questions on the dashboard, you can also view these AI Coding instances in the AI Coding Directory page. Instead of assigning a project, the project name (from the dashboard Project Directory) will be shown automatically to AI coding instance card.

Example of left showing just project name (from dashboard) and right where it is assigned to the project but is from an uploaded instance



    • Related Articles

    • How to Modify AI coding?

      Users can modify the results of AI coding whether they are (1) using the AI Coding app or (2) using the inca Dashboard 1. If you are using the AI Coding App as a separate tool, it means you have manually uploaded you data (verbatims file) in the AI ...
    • How can I create a codeframe for AI coding?

      Human-in-the-Loop Codeframe Generation The human-in-the-loop (HITL) AI coding 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 ...
    • How to upload data for AI Coding?

      To start a new coding project, go to the AI Coding Directory and click+ New AI Coding Here is a quick demo using the inca AI Coding portal: Step 1. Upload You will be directed to the inca AI Coding studio to Upload Dataset. You can either drop the ...
    • How can I add Filter variables to AI Coding?

      When uploading your data in AI coding, users can also add Filter variables. Filters are useful analysis tool that allows you to filter the responses from the total sample and show only the coded data for a certain group/segment or data set that you ...
    • How can I save my codeframe and use it for another analysis?

      There are two ways in which users can save their codeframe and use for future cases or analysis: 1. Save the codeframe before proceeding with AI Coding 2. Save the codeframe after finalizing AI coding Here are the guidelines for each way: 1. Save the ...