Saving and Coding Excerpts

All text submitted by participants can be highlighted and saved. Those saved excerpts can be coded (or tagged) to organize the related snippets for later review. We refer to this process as saving and coding verbatim excerpts. It's a core function of Recollective as it can be performed anywhere you see text-based responses, including:

Saving and Coding Excerpts

To save an excerpt, simply highlight the desired text as you would normally select content to copy. When you let go of your cursor, a menu will appear with Save Excerpt offered as the first option (hit S as a shortcut).

Once saved, the page enters “Excerpt Mode”. You will be shown a list of codes that you can apply to the excerpt for contextualization and tagging purposes (this is optional). You can select multiple codes per excerpt and can also add new codes on the fly (with optional descriptions) from the Code Book using the Manage Codes option. Click Close to save your code selection. 

Admins can enter "Excerpt Mode" at any time via a switch labeled Excerpt Mode.

Commenting on Excerpts

Comments made on an excerpt are backroom comments seen only by other Study Admins. They can be used to start a conversation about the excerpt or to make a note about the verbatim itself.

Note you can use @mentions to trigger a notification to other administrators or to simply reference specific participants. Participants will not be notified of mentions within backroom comments as they are hidden. Learn more about Mentions .

Excerpting Video and Audio Transcripts

Just like any text-based response, you can use the excerpting tool to save a verbatim from a video or audio recording's resulting transcript. Since the excerpt is tied to the video or audio response, there will be a resulting video or audio clip produced. Like text excerpts, video or audio excerpts and the associated clip can be accessed in the Excerpts Report from the Study Admin menu. Video and audio clips can also be organized into Video Playlists for seamless in-app playback or to create a highlight reel of great quotes that demonstrate your key insights.

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