Famous People Tutorial

This tutorial introduces you to the basics of getting around in Symphony. There are three ways you can derive the benefits of this tutorial:
  1. follow the instructions in this document,
  2. let Symphony's assistant walk you through it (In Symphony click the Assistants icon),
  3. or watch Symphony's assistant walk another user through the tutorial at the Videos page.
This tutorial far from exhaustive, giving you exposure only to the essentials.

Acquire Tutorial Files

Most likely the data files were downloaded to your computer when you installed Symphony. Please check for the files listed below in Documents/Active Java/Symphony/scripts. If you don't file them there, download and save them here:

Famous People.xls
Galileo Galilei.doc

Create a Project

This section covers the basics of creating a project.

  1. On the Symphony main menu choose File/New, or click the New Project button on the toolbar. The Project Properties Form will open
  2. For "Project Name" type "Famous People"
  3. Click OK and save the file. The project will open in Standard View. If this is the first time you are using Symphony, there may be a delay while Symphony downloads the US English language dictionary.

Create a Demographic

This section teaches you how to create a Demographic. A Demographic is a custom attribute you collect about each Respondent, and is used in analysis and reporting as a way of differentiating between groups of Respondents. Demographics are implemented in Symphony as a special case of a "Tag Group", which is a feature that provides a broad range of ways for grouping data.
  1. On the Symphony main menu click Insert/Tag Group, or click the New Tag Group button on the toolbar. The Tag Group properties form will open.
  2. In the Tag Group name field type "Occupation".
  3. Change the Max Tags per Item value to 1.
  4. Check the checkbox that allows Respondents to be tagged by this group.
  5. Click the OK button.

Add a Respondent

This section teaches you how to create a Respondent.
  1. On the Symphony main menu click Insert/Respondent, or click the New Respondent button on the toolbar. The Respondent Form will open.
  2. For First Name type "Galileo".
  3. For Last Name type "Galilei".
  4. The Tag List on the right-side of the form displays your "Occupation" demographic. Right-click on Occupation and choose New Tag.
  5. On the Tag properties form, type "Scientist" for the Tag name then click OK. The form will close.
  6. Now the Tag List shows the Scientist tag. Click the faded icon to the right of the tag so it turns green.
  7. Click OK.

Import Comments from a Respondent Word Document

This section teaches you how to import comments from a Word document. This capability is useful when you have an established interview protocol and the Respondent's answers have been transcribed into a Word document. Through the use of Word styles, Symphony can extract comments and optionally pre-code the comments by importing other text from the document such as the questions that were asked, or headings for groups of questions. In this tutorial, group headings will be imported as top-level codes, and the comments will be contained inside them, with the comments pre-coded to them.
  1. On the Symphony main menu click "Import" followed by "Word". The Import From Word form will open.
  2. Below "Respondent Content", click the arrow on the dropdown box and choose "Galilei, Galileo".
  3. At the end of the Word File field, click the folder button and navigate to the "Galileo Galilei.doc" file you downloaded at the beginning of this tutorial. Symphony will examine the document to see which styles are being used, and will place these in the styles list.
  4. By default, Symphony looks in the document for styles that have names corresponding to types of Symphony content, and presets the Word-to-Symphony styles settings (on the left side of the form) with these values. The document you are importing uses styles named Comment and Code Level 1. Since these are the same as types of Symphony content, the corresponding fields were set. If a document you are importing uses styles by other names, you can use them instead by dragging them from the styles list onto the corresponding fields.
  5. Click the "Run" button in the upper-left corner of the Word Import Form. After a few moments a progress bar will appear and when the document has been processed, a message will appear informing you of how many comments were imported.
  6. After the import is finished, the form remains open in case you have more documents to import. Since you are finished, close the form by clicking the window's close button in the upper-right corner.
Note: This form can also be invoked by dragging the Word document from Windows Explorer and dropping it on Galileo's name or on the Respondents node in the Project tree. In the former case, the form comes up with Galileo's name already filled in. In the latter case, Symphony assumes you want to create a new Respondent first and brings up the Respondent form.

View and Edit Content

This section teaches you how to edit content once it is inside a project. While this tutorial has you open a particular view, you can achieve the same result through any other view that is capable of displaying a comment.
  1. On the Symphony main menu click "View", followed by "Content Explorer", or by clicking the Content Explorer button on the toolbar. The coding structure will appear in a panel on the left.
  2. To remove some of the clutter from this view, click the button that looks like a projector screen on the toolbar. Clicking this button toggles the Filter Group in and out of view. The miniature arrow on the side of the button displays options for showing and hiding other components.
  3. In coding structure on the left side of the view, click the code labeled "Leadership". The comments in that code will appear in the list to the right. The comment at the top of the list will appear in the Content Editor below the list.
  4. In the Content Editor, right-click over each of the words underlined in red, and choose the appropriate correction suggestion.

Import Content from Excel

This section teaches you how to import data from an Excel spreadsheet. This capability is most useful when your project data comes from an online survey, where each row of data represents a completed survey response. Data may also be imported from "flattened" files, such as what might be produced from a database extract. In this case, each row contains one comment, and the respondent information is repeated with each row. The mechanics of importing both flattened and survey data are basically the same. Our website includes Flash videos that show you how to import both data formats. To view them, please go to Symphony Videos. For the purposes of this tutorial, the data is provided in a flattened format. You may find it useful to open the Famous People.xls file you downloaded and take a moment to understand the data. You will see several codes that are not currently part of the coding structure. When the import is complete, several new Respondents will have been created, as will a new Demographic called Gender.
  1. On the Symphony main menu click "Import" followed by "Excel. The Import Excel form will open.
  2. Click the file folder button at the far end of the Data File field and navigate to the "Famous People.xls" file you downloaded at the beginning of this tutorial. The file will open and after a few moments the first several rows will load into the form. This provides you a reference for mapping cells to content in the spreadsheet.
  3. To import from Excel, you tell Symphony how the data for the first row of content is laid out. Symphony then applies this layout to gather data for the remaining rows. To begin, click on cell A2 in the grid and drag and drop it onto "First Name" in the Respondent Attributes list. A2 will appear in the Cell column. Note: At any point, if you drag and drop the wrong cell, you can fix it by dragging and dropping the correct cell into the same place and it will be replaced. If you drop a cell into the wrong place, you can clear it by highlighting it and clicking the red X above the list you dropped it in. If you want to start over, you can clear everything by clicking the red X at the top of the form.
  4. Now drag and drop cell B2 onto "Last Name".
  5. To map the Occupation demographic, drag and drop cell D2 into the empty area toward the bottom of the Respondent Attributes list. A Demographics section will appear and you will be prompted to give the demographic a name. Because the cell above D2 contains a value, Symphony assumes that it is a header row, and will fill in the value "Occupation" for you. If the previous row was not a header, or if you wanted to give the Demographic a different name, you could do so at this point. For the purposes of this tutorial, the "Occupation" is what we want, so we will leave it as-is.
  6. In addition to the Occupation Demographic -- which corresponds to the Demographic we already defined in the project, the spreadsheet contains another one named "Gender". When the spreadsheet is imported, Symphony will create a new Demographic for each one that you define that doesn't already exist. To map the Gender demographic, drag and drop cell E2 beneath the Occupation demographic in the Respondent Attributes list. The name "Gender" should appear.
  7. As mentioned above, this flattened layout includes one comment per row. To map the comment cell, drag and drop cell F2 into the middle list where it says "Comment Cell".
  8. Optionally, data can be imported either partially or fully pre-coded. The spreadsheet used in this tutorial includes includes columns for three levels of coding, but only two levels are used. To map the top level codes, drag cell G2 up into the Comment Cell list until it is aligned with the existing definition AND is in the Code Level 1 column, then drop it. The row should now have F2 in Comment Cell and G2 in Code Level 1.
  9. Now drag cell H2 up into the Code Level 2 column on the existing row and drop it.
  10. This is all that is required to import the data from this spreadsheet. To begin the import click the "Start Import" button on the toolbar at the top of the form. The import progress will be shown at the bottom of the form, and when it is complete, Symphony will tell you how many respondents and comments were imported.
  11. Click the OK button and the form will close.
  12. In Standard view, make sure the Demographics and Respondents nodes are expanded in the Project tree.
  13. Click on the Gender node inside Demographics. The list to the right will have entries for Male, Female, and a blank. The blank value was created for Galileo, because this demographic did not exist when we added Galileo. This can be fixed in one of two ways:
    • In this case, the easiest is to drag the blank value onto Male, which will cause both items to be merged into Male, and all Respondents with the blank value (in this case, Galileo) to take on the value Male.
    • The other way of fixing this is to drag Male onto Galileo in the Project Tree. This will assign Male to Galileo. The blank value will now show a count of zero Respondents using it. To get rid of it, click on it them click the Delete button above the list.

Coding Your Content and Managing the Coding Structure

This section covers the basics of managing the coding structure. As you gather and analyze data, you will need to add and move codes around to fit the unfolding themes.
  1. With Content Explorer view active, click on the code labeled "Unassigned" in the Content Tree on the left side of the view. (The Unassigned code is at the very bottom of the coding structure.) The comments that have not yet been coded will appear in the list to the right.
  2. Click on the first comment in the list to the right and scroll through the comments until you find one by Henry Thoreau that begins "Our inventions are wont to be pretty toys...".
  3. What we want to do is code this comment in Science, but we also want to create a new sub-code inside science that captures more specifically the essence of this comment.
  4. To create the new code, locate the "Science" code in the coding structure and using your right mouse button, click on it to bring up its context menu, then choose "New Code". The Code Properties Form will open. The Code Properties Form includes a copy of the coding structure. As you can see, "Science" is highlighted. When you create a new code, it will become created inside whichever Code is highlighted at the time.
  5. A text region is provided for typing the text of the code. Click on it to give it focus, then type or paste "Technology provides only the illusion of improvement", then click the OK button. The form will close and the new Code will appear as a sub-code inside of the "Science" Code.
  6. Now to code the Comment to the new Code, click and hold the left mouse button down on it in the list where it appears, then drag and drop it on the new "Technology provides only the illusion of improvement" code.
There are several other features available for maintaining the coding structure. To learn more, with Content Explorer open press function F1 then choose "Coding in Content Explorer", followed by "Organize Coding Structure".

Generate a Feedback Report to Microsoft Word

This section teaches you how to generate a Feedback Report of the codes and comments. Report view provides a view of the content with the Comments included in their respective places within the coding structure.
  1. On the Symphony menu choose "Reports" followed by "Quick", then "Word", or alternatively click the Feedback Report button on the toolbar. The Feedback Report Form will open. This form is very similar to the Word Import Form you are already familiar with. That's because producing a Feedback Report is pretty much the reverse of importing a Word document.
  2. Click the folder button at the far end of Word File field then navigate to this directory and file:

    Documents\Active Java\Symphony\Templates\Symphony Default Report Template.doc.

  3. The styles available in the document will load after a few moments. The document contains styles that correspond to the Symphony content type names, so they will be filled in automatically for you.
  4. Click the "Run" button in the upper-left corner of the form. The report will generate and Word will open with the generated document displayed. If Word doesn't move to the foreground automatically, click the Word item on your computer's task bar.
This tutorial used the sample report template included with Symphony. Normally you should create a template of your own that includes your organization's branding and style preferences. Doing so is quite simple. Any Word document can be used; all you need to do is decide which styles to use for comments and each of the levels of codes. By default, Symphony will begin outputting the content to the end of the template. You can specify where it should start by inserting a Bookmark named "DEFAULT" in your template where you want it to start. For more details on any topic covered in this tutorial, please see the videos on our web site or press function key F1 at any time. Need Assistance?

If you have any difficulties with this tutorial or have any questions, please send an email to Customer Support and we will gladly assist you.