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Scientific Software Development - Copyright 2001 Thomas Muhr Scientific Software Devel opment - Copyright 2001 T homas Muhr This set of 21 PowerPoint transparencies contains This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti, information about concepts and use of ATLAS.ti, Please read copyright note on transparency no. 2. Please read copyright note on transparency no. 2. ATLAS ATLAS . . ti ti The Knowledge Workbench The Knowledge Workbench
Transcript
Page 1: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Scientific Software Development - Copyright 2001 Thomas Muhr

This set of 21 PowerPoint transparencies contains information about This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti, Please read copyright note on concepts and use of ATLAS.ti, Please read copyright note on transparency no. 2.transparency no. 2.

ATLASATLAS..titi The Knowledge WorkbenchThe Knowledge Workbench

Page 2: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Scientific Software Development - Copyright 2001 Thomas Muhr

The PowerPoint transparencies included in this package may be The PowerPoint transparencies included in this package may be used to support your ATLAS.ti workshops, training sessions & used to support your ATLAS.ti workshops, training sessions & demonstrations.demonstrations.

You may alter the transparencies to fit your needs, but please do not You may alter the transparencies to fit your needs, but please do not remove original copyright notes. If you have any transparencies remove original copyright notes. If you have any transparencies either self made or created via modification of the existing sheets we either self made or created via modification of the existing sheets we will all be happy if you make these available for the public.will all be happy if you make these available for the public.

In no event may the transparencies included in this package be In no event may the transparencies included in this package be commercially exploited (e.g., sold) either altered or unaltered without commercially exploited (e.g., sold) either altered or unaltered without prior written permission by the author, Thomas Muhr, Berlin.prior written permission by the author, Thomas Muhr, Berlin.

© Copyright Note© Copyright Note

Page 3: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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ATLASATLAS..titi -- The Knowledge WorkbenchThe Knowledge Workbench

Basics:

QDA & ATLAS.ti

VISE: Visualization, Integration, Serendipity and Exploration

Users: from Sigmund Freud to Sherlock Holmes

The main concepts: of Hermeneutic Units, Families and other species

Strategies: Textual and Conceptual level

The user interface: Keep focused on the data

Back to the future: The Paper & Pencil look & feel

Basic Procedures: Coding, commenting, retrieving, printing, preparing,

Beyond Text: Working with graphics, audio & video materials

Structures: Weaving semantic networks

Hypertext: What codes can’t do for you

Retrieval: Using Boolean, Semantic and Proximity operators

Super Codes: Intensional codes or frozen hypotheses?

Cooperation: Merging projects

Interfaces: ASCII/ANSI, SPSS, HTML, PROLOG, WMF, XML

Miscellaneous: Data safety, memo outsourcing, text management, setup, capacities

Advanced Topics:

Page 4: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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4 Basic Principles: VISE4 Basic Principles: VISE

VisualizationVisualization Use adequate tools for handling complexity and stay Use adequate tools for handling complexity and stay

focused on the datafocused on the data

IntegrationIntegration Bundle all relevant data and interpretations into a Bundle all relevant data and interpretations into a

unique project: the “Hermeneutic Unit”unique project: the “Hermeneutic Unit”

SerendipitySerendipity Make relevant discoveries without searching...Make relevant discoveries without searching...

ExplorationExploration Traverse the “interpretative threads” between data, Traverse the “interpretative threads” between data,

codes, and memoscodes, and memos

Page 5: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Areas of ApplicationAreas of Application

Criminology

Planning

Applications

Social Sciences & Humanities

Marketing Research

Libraries & Archives

Urban Development

Literature

Astronomy

Art

Theology

MedicinePublic Health

Education

Page 6: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Textinterpretation as Text-to-TextTextinterpretation as Text-to-Text

Compile the primary documents: Texts, Graphics, Audio, Video

Open up a “Context of Discovery” to explore the data and add structure

Result: another text, diagrams, a WWW-document ?

Page 7: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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A HU’s Abstractional LayersA HU’s Abstractional Layers

Code family

Primary documents

Quotations

Codes

Super CodesFamiliesNetworks

contained-in

causesisaisa

causes

uses usesuses

contained-in

indicated-byindicated-by

indicated-by

supports

Hermeneutic Unit

Page 8: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Graphical Primary DocumentsGraphical Primary DocumentsDisplay comments for image sections with a mouseclick

Graphical list of contents

Page 9: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Industry StandardsIndustry Standards supported supported by ATLAS.ti 4.2by ATLAS.ti 4.2

Sta

nd

ard

izat

ion

Presentation Representation

HTML

XML 1.0

ASCII

WMF

APN

SPSS

RTF

SGML

BMP

TIF, JPG, Kodak PCD, SUN Raster...

Not supportedExportedImportedIm- & ExportPCD

ANSI

Will be supported in 5.0

Currently memos and codes

Page 10: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Inter-Application Data ExchangeInter-Application Data Exchange

Text can be dragged from WinWord or any other text processors (capable of OLE-2 drag & drop) into ATLAS/ti.

Text import is also available via Copy & Paste.

Dropped into a Network View, a new memo is automatically

created from the text

A mouse click displays the new memos’ text.

Page 11: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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HTML Code GeneratorHTML Code Generator

The conversion of Hermeneutic Units into HTML code enables new ways of structured publishing. Research teams can quickly exchange ideas and complete projects world wide.

Page 12: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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The HU Editor The HU Editor - ATLAS.ti’s main work space- ATLAS.ti’s main work space

Dropdown fields forPrimary Docs, Quotations, Codes and Memos

Main menu Main toolbar

Margin area

Splitter barto resize panes

Detached code list

Primary Document area

Selected Quotation

Context menu

Page 13: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Network EditorNetwork Editor

Page 14: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Hypertext - what codes cannot doHypertext - what codes cannot do

contradicts

Code ACode A

Code BCode B

Q1

Q2

While codes describe similarity of the coded segments, it is hard to represent relations (beside the equivalence relation) between individual segments.Only direct links (“hyper-links”) between segments enable the representation of such local knowledge.

If one would establish a link between the codes in the example to emulate a hyper link, we would have to assume that these codes do not refer to any other segments, but are used as labels for individual segments: a clear “misuse” of codes....ATLAS/ti supports named links between data segments.

supports

Q3

Page 15: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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The QueryToolThe QueryToolThe QueryTool retrieves data segments by their attached codes using Boolean, proximity and semantic operators. Queries are entered in RPN calculator style.

Boolean operators

Semantic operators

Proximity operators

ORXORANDNOT

SUBUP

SIB

WITHINENCLOSES

OVERLAPPED_BYOVERLAPSFOLLOWS

PRECEDESCOOCCUR

Term stack

Feedback pane

Results

Stack manipulationClear stackSwap the two topmost elementsPush - duplicate topmost elementRecalculate resultsUndo last operationRedo last undone operation

Create Super Code

Change feedback display mode

Codes

Families

Textbase selection

Follows/Precedes distance control

Page 16: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Boolean retrieval is purely set based. Elements are assumed to be independent. No property of a retrieved segment other than being coded with codes A,B,..X is taken into account.Overselectivity: AND (A1, A2, ..., An) fails even with n-1 matching terms.Underspecified: OR (A1, A2, ..., An) succeeds with everything from 1 to n matching terms. A segment coded with only one code is treated equal to one coded with all of them.

Retrieval Methods I - Boolean RetrievalRetrieval Methods I - Boolean Retrieval

A B

not (A or B)A or B

A and Bnot A and B

A xor B

A and not B

Q1

Q2

Q3

Q4

Q5

Document universe: Q1,...,Q5

Query examples:A -> {Q1, Q2, Q3}B -> {Q3, Q4}not A -> {Q4, Q5}A or B -> {Q1, Q2, Q3, Q4}A xor B -> {Q1, Q2, Q4}not (A or B) -> {Q5}A and not B -> {Q1, Q2}A and B -> {Q3}not A and B -> {Q4}

Page 17: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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12345678910111213141516

Proximity retrieval takes the spatial relations between the retrieved elements into account. A segment can overlap, follow, enclose or simply cooccur with another segment.The semantics were adapted from Allen’s time logic calculus.

Retrieval Methods II - Proximity RetrievalRetrieval Methods II - Proximity Retrieval

A

B

Q1

Q4

Q5

Q2

Q3

Primary document P1 In addition to the Boolean conditions described above, the following proximity relations hold:

B overlaps A -> {Q3, Q4}A overlapped by B -> {Q1, Q2}C overlaps B -> {Q5}A within C -> {Q2}A overlaps C -> {Q3}C follows A -> {Q5}B overlaps C -> {Q3, Q4}etc.

Note, that proximity operators are non-commutative:B op A is not the same asA op B Operand input order is significant!

C

Page 18: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Semantic, or thesaurus-based retrieval takes transitive relations between the terms (codes) into account. Its quality is dependent upon the quality of the semantic network used.

Retrieval Methods III - Semantic RetrievalRetrieval Methods III - Semantic Retrieval

Q1

Example queries using the semantic operator SUB on the terminology network below:sub (Positive Attitude) -> {Q1, Q2, Q3, Q4, Q5}sub (Negative Attitude} -> {Q6, Q7, Q8}sub (Attitude) -> {Q1,.., Q8}

While the extension of sub (Positive Attitude) and or (Love, Kindness) is identical for the example below {Q1,..,Q5}, the intension is different.The former query will - unaltered! - yield different results with another subterm of Pos. Attitude. The latter query will not ecognize this new fact and has to be reformulated.

LoveLove

Q4 Q5Q2Q2 Q3Q3Q1Q1

KindnessKindness

PositiveAttitude

PositiveAttitude

Q6 Q7 Q8

isa isa isa

NegativeAttitude

NegativeAttitude

AttitudeAttitudeisa

HatredHatred AngerAnger

isa

isa

indicated by

sibling

Document level

Domain level

Page 19: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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QueryTool: Building QueriesQueryTool: Building QueriesBoolean, proximity and semantic operators are combined using the “click-language” par excellence: the Reverse Polish Notation (RPN) by Lukasiewicz1.RPN is a parenthesis-free postfix language: operands first, then the operators.The main ingredience of the RPN query processor is the Stack, a data structure, that is very similar to a pile of plates: It can only be accessed from the top: new plates are put on the pile, plates can only be removed from the top.

1Born 1878 in Lvov (now Ukraine), died 1956 in Dublin, Ireland. Polish Minister of Education in 1919 and professor at Warsaw University from 1920 to 1939)

Old HP 29C RPN calculator

Example: “All quotations coded with ‘Positive Attitude’ and any of its sub codes but not with ‘Kindness’”in formal infix notation: SUB Pos. Attitude AND NOT Kindness

Step: 1 2 3 4 5Enter: Pos. Att. SUB (1) Kindness NOT (1) AND (2)

Stack: Pos. Att. SUB(Pos.Att) Kindness NOT(Kindness) AND(NOT(Kindness), SUB(Pos.Att))- - SUB(Pos.Att) SUB(Pos.Att) -

Result: {} {Q1,...,Q5} {Q3,Q4,Q5} {Q1,Q2,Q6,Q7,Q8} {Q1,Q2}

Note, how every operator takes (“pops”) its appropriate number of arguments from the stack and “pushes” the resulting term back on the stack. Every entry, operand or operator generates a result. No “syntactic sugar” is needed as in “infix” notations (eg. parentheses).

Number of arguments

Page 20: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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The QueryTool: Super CodesThe QueryTool: Super CodesA well constructed, non-trivial query is often the result of a considerable amount of work and ways to make a query reusable are needed: Super Codes.Super Codes are also an important tool for theory construction as they capture hypotheses for repeated validation against the data.

Normal codes store direct quotation references, super codes store queries. Although the visible “clicking behavior” of a super code resembles that of normal codes, there is a considerable difference of “how” each generates its references:

Query X

Normal codes deliver their quotation references.The result changes only by explicitely assigning new or removing existing references.

Super codes recalculate the stored query “when-needed” and deliver the result. When any of the conditions of the query change, the super codes result list changes as well - without any changes to the latter.

Unlike other approaches that store the “extension” (the result set) of a query, super codes store the queries’ “intension”.

Super codes are “first class” objects and can be used in queries (and in other super codes).

Page 21: Scientific Software Development - Copyright 2001 Thomas Muhr This set of 21 PowerPoint transparencies contains information about concepts and use of ATLAS.ti,

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Team Work - Merging Projects ITeam Work - Merging Projects IMerging projects is mandatory for the support of teams working on separate data and/or different code sets. A number of stock merge strategies permits efficient control over the resulting project. Strategies can be freely adapted to fit specific needs.

Team A

Team A‘s combined project

All teams‘ combined project

Team B

Team B‘s combined project

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Merging Projects II - StrategiesMerging Projects II - StrategiesMerging proceeds as subsequent and repeated merging of partial projects into a target project.A merge strategy controls the method of how the different object types (e.g. primary docs, codes) from the source projects migrate into the target project.

Examples:A Different data sets, same codes

This strategy supports an economic handling of large primary data in a top-down approach.

B Same data, different codesBy applying this method, different aspects of a theory can be applied to the same data sets.

Example (Pi ::= primary documents, Ci ::= codes):

HU1 {P1,..,Pn} {C1,..,Cm} source projectHU2 {P1,..,Pk} {C1,..,Cm} target project (before merge)

Target project after the merge:Strategie A: HU {P1,..,Pn,Pn+1,..,Pn+k} {C1,..,Cm}Strategie B: HU {P1,..,Pn=k} {C1,..,Cm,Cm+1,..,Cm’}

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What’s newWhat’s new in ATLAS.ti 4.2 in ATLAS.ti 4.2

WYSIWYG - printouts of primary texts plus marginWYSIWYG - printouts of primary texts plus margin Media - fine-grained segmentation and coding of video and Media - fine-grained segmentation and coding of video and

audio filesaudio files (incl. MP3!) (incl. MP3!) Improved Margin AreaImproved Margin Area Networks - vector export to drawing software, WordNetworks - vector export to drawing software, Word®® etc. etc. Wordcruncher - count word occurrences and calculate Wordcruncher - count word occurrences and calculate

type/token ratio. type/token ratio. New reportsNew reports Primary Doc Path Mapping ToolPrimary Doc Path Mapping Tool XML XML - memo - memo and code and code import & exportimport & export


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