Symphony Web Documentation
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Home Browser Support Getting Started - Validate Email Start a new project Open a project Delete a project Upload a project Download a project Manage a Project Give Team Members Access to a Project Import Content Excel Spreadsheet Word Document (interview transcript) Text File Twitter Tweets People View Add Respondents Manage Demographics Add Comments Code Comments Split Comments Merge Comments Create/View a Field Note Edit While Navigating the View Coding View Manage Your Coding Structure Create a new code Edit the text of a code Move a code Delete a code Manage Your Comments Code a Comment Edit the Text of a Comment Split a Comment Manage Field Notes Display Statistics Cluster Analysis Exploratory Analysis Settings and Running Coding the Results Code to New Code Code to Existing Code Merge Clusters Improving Results Themed Analysis Settings and Running Coding The Results Review Code a Comment Change Code or Comment Order Modify a Code or Comment Add/View Field Notes Decorators Queries Define a Query Run a Query Download Query Results to Excel Predefined Queries Available Columns Entities Statistics Attributes Set a Filter Charts Create a Chart Set Query Set Chart Type Generate Chart Resize Chart Save as .PNG Word Clouds Create a Basic Word Cloud Optional Settings Feedback Report Upload a Template Choose a Template Map Output Fields to Word Styles Set a Filter Add Decorators Where to Send the Report Run the Report Limitations -- Important - Please Read Filter Group Codes Tag Groups and Tags Respondents Words Sentiment Language Translation Translation Scope Start Translation Replenish Quota () Sentiment Available Statistics Tag Groups and Tags Manage Tag Groups Manage Tags Chat Widget Introduction Send Message Invite Support Toggle Chat Window Good to Know Introduction

About Symphony Content Analysis Software

Symphony is an application that assists you with organizing, analysing, and reporting on themes found in text data. Generally speaking, any text that can be summarized into one or more thematic ideas is suited for use with Symphony. Examples include:

  • Team assessment interviews
  • Employee engagement surveys
  • Social media such as Twitter feeds

The Symphony Content Analysis Console is the launch point and home page for the web-based Symphony. From there you open projects and invoke all Symphony featues. The most frequently-used features are made accessible from a row of buttons at the top of the console. The remaining features are accessed through the main menu which is accessed by clicking the Menu button () in the upper-left corner.

Browser Support

Your browser must support JavaScript, Html-5, and CCS-3. Basically that's any of the popular modern browser.

Microsoft IE (Edge)Windows
Google ChromeWindows, Linux, iOS
FirefoxWindows, Linux, iOS
SafariSome mouse issues

Getting Started - Email Validation

To use this application, you need to allow Symphony to validate your email address. Once validated, Symphony stores a cookie in your browser which will identify you as the owner of your Symphony projects. If your browser doesn't allow cookies to be stored, Symphony may not work as expected.

  1. At the activejava.com home page, click the Launch Symphony Web button.
  2. After Symphony loads, a menu will appear. Choose the Request Email Validation Key option.
  3. Enter your name and email address then click Submit. (Note: if you are already a Symphony Web or Desktop user, enter the email address associated with your license.)
  4. Check your email for a message from support@activejava.com. When it arrives, copy the key into your computer's clipboard.
  5. Paste the key into the Key field, then set and confirm your password and click OK. The Symphony Console should now be available, where you can begin creating a project.

If you were already given a key but don't remember what it is:

You can have your key emailed to you

  1. Click the menu button () then choose Request Email Validation Key
  2. Enter your name and email address then click the OK button and watch for an email with your key from support@activejava.com
  3. After your key arrives, paste it into the Key field then click the OK button.

Start a new project

Each project you create is an analysis initiative. Examples are 360 reviews, team assessments, employee engagement surveys, and Tweets containing a particular hashtag. Ultimately your objective is to uncover and measure themes in a body of text.

  1. To start a new project, click the New button above the project list.
  2. In the project properties form, give the project a name.
  3. If you want to allow comments to be coded to more than one code by default, check the Multi-Code box. Generally speaking, you want each comment to contain only one theme, so in most cases it is best to leave this box unchecked. For project such as employe engagement surveys where employees are likely to list two or more things they like or dislike about the company, it may be preferable to allow multi-coding.
  4. If you intend to do analysis of individual words and if you are aware of words or phrases that would only become "noise", you can enter them in the Black List field. For example, if a survey is all about "benefits", it can be preferable to have the word "benefits" excluded as a word, since it may appear too often to be helpful with identifying themes. Generally speaking, it is best not to enter anything here at first, then if you find words that interfere with an analysis come back to the project's properties form and add them.
  5. Click OK. Your project will be created on the server, and will be opened automatically.

Open a project

In the Home page, either double-click the project name in the Project List or click the project name then click the Open button above the Project List. The project will open and a summary of the project will appear in the Active Project Summary panel. At this point, opening any views or forms will display data relevant to the project.

Delete a Project

Once you've completed your analysis, of if you want to start an existing project from scratch, you can delete it from the server. It is advisable that you make a backup of the project (using the Download option) if you think you might change your mind at a later date.

To delete a project:

  1. Click the project name then click the Main Menu and choose Delete Project.
  2. Click 'Confirm' when asked to confirm that you want to delete the project. The project will be disappear from the project list.

Upload a Project

If you have a Symphony project file that is not already on the server, you can upload it. You might do this if you created a project with Symphony Desktop, or if you downloaded and deleted a project from the server and now want to add it back.

To upload a project:

  1. Click the Main Menu then choose Project/Upload.
  2. In the File Selection dialog, click the Choose/Select button and navigate to the Symphony (.ca) file you want to upload.
  3. Click Submit. The file will be added to the server and will appear in the Project List.

Download a Project

If you want to archive a project, or if you prefer to store your project on your computer instead of on the server, you can choose to download a copy to your computer.

To download a project:

  1. Click the name of the project you want to download.
  2. Click the Main Menu then choose Proect/Download.
  3. Depending on the browser you use, you will be prompted to save the file to your computer

Manage a Project

Once you've created or uploaded a Symphony project, you can manage its content and produce reports from it. As a minimum, this means engaging in the following tasks:

  1. Add respondents and their comments
  2. Create a thematic coding structure
  3. Move comments into themes
  4. Run statistical analyses or detailed thematic reports

Depending on the nature of your project, each of these tasks might be performed multiple times and might utilize different Symphony featues. The icons on the main toolbar toward the top of your browser give you access to the features that enable you to do most of your work. Additional features are available by clicking the Menu () button. Anytime while using Symphony you click the help () button or press function key F1, this help document will be loaded into your browser, preset to the topic that covers the view you have open.

Give Team Members Access to a Project

Symphony in conjunction with the Symphony Synchronization Service can provide you and members of your organization the option to work collaboratively in real-time on the same project. For this feature to work, both you and your members must:

  • have access to Symphony,
  • have a subscription to the Symphony Synchronization Service,
  • and be set up for access to your Symphony subscription. (We give Symphony users access at your request.)

Anyone that fits these criteria will show up as being available for addition to your project

The Symphony Synchronization Service coordinates changes you and your team members make to ensure that everyone sees the project the same. When you make a change in Symphony, that change is also distributed to each of the team members that are connected to the project. If any members are using Symphony Desktop, they see the changes when they synchronize.

To Give Team Members Access to a Project:

  1. On the Symphony Home page, open the project by double-clicking its name or highlighting it and click the Open button.
  2. Click the button on the toolbar in the Team Members list. All available team members -- excluding those already with access to the project -- will appear in a list.
  3. Check the box next to each team member you want to add.
  4. Click the "Add Checked Members" button.

When added, an automated email will be sent out to each new team member, instructing them on how to access the project. The instructions cover both the web and desktop versions of Symphony.


Import Content

Symphony accepts content from Microsoft Excel, Word, text files, and Tweets from Twitter.

Note that while you can import content from any of these electronic formats, you always have the option of directly typing or using copy/paste to enter you content.

Import Excel Spreadsheet

The Excel Import utility lets you import Excel spreadsheets into Symphony. Typical uses:

  • Online survey results
  • Names and demographics of interviewees for inteview-based projects such as board assessments and 360 reviews.

Open Import Excel Form

To import an Excel worksheet, click the Menu button then click Excel Survey or Respondents Info under Import Content.

Upload Excel File

Start by uploading your spreadsheet to Symphony. Symphony reads the spreadsheet and returns a sample of rows -- the first 40 rows -- from the first worksheet. Symphony also returns a list of worksheets, so if your data is not on the first one, you can switch.

  1. Click the Upload Excel File button. The Upload Excel File dialog will open.
  2. Click the Browse/Choose File button and navigate to your spreadsheet. The file you choose must be an .XLSX file; Symphony does not read the older .XLS format.
  3. Click the Submit button. Your file will be processed and the sample rows downloaded.

Map Cells to Content

To import, you map the first respondent's data to Symphony. This is done by dragging cells from the spreadsheet to panels on the Excel Import form that are designated for various types of content. Symphony uses your cell mapping as a pattern to apply to each subsequent row. The pattern is repeated until Symphony encounters a row where the respondent name cell(s) have no value. At this point it is assumed that the end of the worksheet has been reached and processing stops.

Respondent Identifier (Required)

Regardless of the nature of your data, you must include a cell or cells to identify the first respondent. If the worksheet doesn't include such a column, you will need to add one. (A column with an auto-incremented value will suffice.)

  1. If the worksheet contains columns for first and last name, drag the first name cell up and drop it in the Cell column next to First Name attribute. Repeat this for the last name column and Last Name attribute.
  2. If instead the worksheet contains a column for the full name of the respondent, drag the first respondent's name up and drop it in the Cell column next to the Full Name attribute.
  3. If your worksheet does not include the respondent's name but does have a column that uniquely identifies each respondent (e.g. a response ID) drag that cell and drop it onto the Full Name attribute.

Respondent Demographics/Ratings

If your worksheet has columns for respondent demographics, or if you have ratings items, you can have them imported. To Symphony, demographics and ratings are the same thing, in that both become ways to aggregate your data around respondent characteristics.

When demographics or ratings are imported, they are done so as "Tag Groups" and "Tags".

  1. Drag the demographic value or rating cell for the first respondent up and drop it in the Demographics/Ratings section of the form. When you drop it, a default name will appear. If the worksheet cell immediately above the demographic value cell has a value, this will be used as the name.
  2. Optionally modify the name of the demographic.
  3. Repeat for each of the demographics/ratings columns you want to import.

Comments

If you are importing a survey, the comments are probably the main reason you are here. Symphony lets you import as many comment columns as your worksheet contains. You can also optionally import decorators -- codes, tags, and tag groups -- that are related to the comments.

  1. Drag the comment cell up and drop it in the Comment Cell column toward the top of the screen.
  2. If you have a second comment column, do the same as the first but drop it below the entry that was created for the first comment cell.
  3. Repeat for the remaining comment columns.

Codes

You can have cells imported as codes, and have the comments initially coded to them. You might for example want to import the text of a question along with the comment. If you do this, a code will be created from the question and the comments that are in response to that question will be coded to it. This is a common practice; it provides an initial context for thematic coding. After all the comments have been coded to themes, the question code is empty and can be deleted.

Another practice is to import text that represents a high-level category for comments that are grouped together in the survey. For example, let's say the survey asks three questions relating to "Strategy". If your worksheet contains a cell with "Strategy" in it, you can map the three comments to it and they will all be coded to "Strategy" during the import.

  1. Drag the cell that you want as a top-level code and drop it in the Code Level 1 column next to an entry you already created for a comment
  2. If you have a second-level of coding, drag the code cell up and drop it in the Code Level 2 column of the same comment entry.

Tag Groups and Tags

You can optionally import Tag Groups and Tags along with comments. This is in addition to codes.

  1. To import a Tag Group, drag the cell that contains the value for the group up and drop it in the Tag Group column next to one of the comment rows you already created.
  2. To import a Tag, drag the cell that contains the value for the tag up and drop it in the Tag column next to one of the Tag Group column.

Run the Import

When you are satisfied with your Excel - to - Symphony mapping of content, click the Run () button. Your map will be uploaded and applied to the worksheet. A message will be displayed when it is finished. You can now close the form. If you go to People view or Coding view, you will see the comments and codes that were imported.

Import Word Document

The Word Import utility is used to import interview transcripts that have been stored as Word documents. As a minimum, the document will contain the verbatim comments you will attribute to a single interviewee (respondent). It can however contain other text. For example, it is a commom practice for those who use an interview guide to transcribe the comments into a copy of the guide and them import the copy. Symphony can be directed to import only the texts that belong to the interviewee, or alternatively additional texts such as the actual questions can be imported and used as an initial code and/or a tag for the comments.

The extraction of text is based on Word Styles. So it is important that your document be consist with styles usage. If you are not familiar with Word styles, you will find an abundance of explanations if you Google it.

Open Import Word Form

To import an interview transcript saved as a Word file, click the Menu button then click Word Interview Transcript under Import Content

Choose a Respondent

To choose which respondent to attribute the comments to, click the Respondents dropdown list and click on a respondent.

Load an Interview Transcript

  1. Click the Load Interview Transcript button to bring up the File Upload dialog.
  2. Navigate to the .DOCX file to upload. It must be an .DOCX file; Symphony does not read the older .DOC file format.
  3. Click the Submit button. The file will be uploaded and the current view will be updated with the contents of the document.

Map Styles to Content

The styles-to-content mapping is how you tell Symphony which content to import and what to do with it. The styles are the Word styles used by the texts in your document, the content-types are the various types of Entities you can create from the text.

When a style is mapped to a content type, an icon appears to the left of each paragraph that uses that style.

  1. Click on a style in the Styles List. The paragraphs that use this style are highlighted.
  2. Click the checkbox next to the content type you want to map this style to. The checkbox will become checked, and an icon corresponding to the content type will appear to the left of each paragraph using this style.

Hide Unwanted Texts

As mentioned before, the Text Paragraphs list shows all the paragraphs of text in your document. While doing the styles-to-content mapping, you might find it useful to hide text that is irrelevant and display only the text you are interested in. For example, if your document has a lot of boiler-plate text. You can do this by choosing to ignore all the text that uses a given style.

  1. Click on a style in the Styles list. The paragraphs of text that use it will become highlighted.
  2. Check the checkbox next to the style to remove the checkmark. The paragraphs that use this style will no longer show in the Text Paragraphs list.
  3. To add the paragraphs back, click the checkbox again.

Fix Incorrectly Styled Content

While previewing the document, you may see that you have content that is incorrectly styled. For example, you might see a comment that is not using the style mapped to comments. If you leave as-is, it will not be imported as a comment. You can fix it as follows:

  1. Click the paragraph you want to fix.
  2. Drag the paragraph with your mouse and drop it on the preferred style in the Styles list. The appearance of the paragraph will change to reflect the style change, and the appropriate icon will be displayed to its left.

Run the Import

When you are finished mapping Word styles to Symphony content, you are ready to perform the import. To do this,click the Run () button. A message will display when the import is finished. You can now close the form. If you go to People view or Coding view, you will see the comments and codes that were imported.

Import Text file

This feature enables you to import a text file. The entire contents of the file is imported as Comments, each one attributed to the Respondent you choose. A separate Comment is created for each paragraph. Example Uses:

  • Interview transcript saved as a text file.
  • Transcript of an online chat session.
  • Other text-based sources such as a Gutenberg eBook or the text selection from a Web page.

Open Import Text Form

To import an interview transcript saved as a text file, click the Menu button then click Text File under Import Content

Choose Respondent

From the drop-down list, choose the Respondent to whom you want to attribute the comments.

Choose the file to import

Click the File Browse/Choose File button and navigate to the text file you want to import.

Enter Regex Patterns

Optionally enter one or more regex (regular expression) patterns. The intent of the expressions is to filter and/or substibute text prior to importing. If you are not familiar with regex, leave this blank. If you believe your data needs to be pre-processed, please contact us and we will help you with defining the correct regex patterns.

Run the Import

Click the Submit button to perform the import.

Import Tweets

The Twitter Import utility lets you import Tweets into a project. You specify which Tweets to import by providing screen names (@) and/or hashtags (#). The Twitter author of each Tweet is set up as Symphony Repondent and a Comment is created for each Tweet. Various attributes of the Twitter account or of the Tweets can also be imported, providing additional ways of slicing the data.

In addition to the Tweets, Symphony imports other entities that can be used for deep analysis of the tweets:

  • Tweeter Location if provided
  • Date of the Tweet
  • User mentions -- that is, other Tweeters mentioned in the Tweet using the "@" symbol
  • Hashtags (#)
The Location is linked to the Tweeter, and the other entities are related to the tweets themselves. Using Symphony's Query view, this can provide rather rich analysis even before analyzing the text of the tweets themselves.

Open Import Twitter Form

Start by clicking the Menu button followed by Twitter under Import Content.

Timelines

If you want to retrieve tweets from one or more specific Twitter users, enter their Twitter names here, one per line. This will return the tweets from the specified Twitter user(s) as well as the tweets that others have entered on their timeline -- for example replies to tweets. The name must include the "@" symbol. For example, @JohnDoe.

Searches

If you want to retrieve tweets containing specific user mentions or hashtags, enter them here, one per line. For user mentions include the "@" symbol; for hashtags include the "#" symbol.

Maximum Tweets

This specifies the maximum number of tweets you want to retrieve. Processing is stopped once this number is reached. The overall limit is 20,000 tweets.

Ignore Retweets

If this box is checked, retreats are filtered from the results.

Remove Search Items

When this box is checked, the user mentions and/or hashtags entered in the Searches box are excluded from the entities that Symphony keeps. For example, if the Searches box includes "#ManicMonday", the ManicMonday entry in the Hashtags group will be filtered out. The reason for this is that it may not be useful for analysis. For example, if you run a query of the most frequently used hashtags in project, the ManicMonday hashtag will appear first since every tweet is guaranteed to include it. If however your Searches box includes more than one hashtag or user mention, you might want to uncheck this box so that you can tell which search entry contributed the most tweets.

Run the Import

To begin importing tweets, click the Import Tweets button. Symphony will contact Twitter and begin downloading tweets. After the tweets are downloaded, Symphony inspects them to determine whether they should be kept.

  • Duplicate tweets are discarded. Symphony always downloads the latest tweets up to the "Max Tweets per Timeline/Search" setting. If you import to the same project more than once, some tweets will be duplicates if there are not enough new tweets since the last import.
  • Once your project contains the maximum allowed tweets, no more will be imported and new tweets will be discarded entirely.

After each import, Symphony tells you how many new tweets were added to your project.

Resolve Retweets

Symphony Always tries to replace retweets with the original tweets. The reason for this is to 1) attribute it to the origiator, and 2) to ensure that the complete tweet text is included (the text of retweets are often truncated due to Twitter's tweet size limit).

If your import includes a lot of retweets, you might hit up against Twitter's rate limit. This is because each time a retweet is encountered, an additional request has to be made to Twitter for the original. Accordingly, it is possible that all retweets won't be resolved. In this case, wait 15 minutes then click the Resolve Retweets button and Symphony will make an attempt to resolve them.


People View

People View is for managing respondents and their comments. In general, it is more efficient to import respondents from a spreadsheet and their comments either from a document or a survey spreadsheet, but this view provides the capability to add then one-by-on as well as edit their information after they've been added to the project through other means.

Open People View

To open People View, click the People button on the console toolbar.

People View is organized into four sections:

  • The Left Panel is the Respondent List, showing all respondents in the project.
  • The Center Panel is Comment List, showing all comments attributed to the respondent that is highlighted in the Respondent List.
  • The Content Editor is a text region located below the Center Panel. It displays the complete text of the highlighted comment. You can edit the comment text in the Content Editor.
  • The Coding Structure is located on the right side of the view. It displays your project's coding structure. In addition,

In most cases, Symphony refers to people as "respondents". Comments are attributed to respondents. A respondent does not have to be a person; it can also be an event such as a focus group. Regardless of the actual entity, comments are attributed to respondents, and any attributes such as demographics that belong to the respondent are inherited by the comments attributed to the respondent.

Add Respondents

  1. Open People view, click the New Respondent icon above the Respondent List.
  2. Give the respondent a first and last name. If the respondent is a focus group or if the respondent has only a single name, enter it in the First Name field.
  3. Click OK to save the respondent and exit, or if you have more respondents to enter click OK/More.

Manage Demographics

Demographics are custom attributes pertaining to respondents. Examples are Gender, Location, and Tenure. Each demographic has "demographic values" such as Male and Female for Gender.

The primary purpose of demographics in Symphony is to provide ways of grouping and/or filtering respondents to perform deep analysis or targeted reports. For example, with a Gender demographic you can compare the average comment sentiment for Males and Females. Or run a Feedback Report that contains comments belonging to respondents from a particular country.

Symphony implements demographics as "tag groups" and "tags". A demographic such as Gender would be a tag group, and Male and Female would be tags within the group. What differentiates a demographic from other tag groups is that you define the tag group to be used for respondents only.

Add Comments

Generally if your comments exist in electronic form, it is more efficient to import them using the Excel or Word Import utilities. However, you can add/edit comments for a respondent directly in People View.

  1. Open People view, click the respondent for whom you want to add a comment.
  2. Click the New Comment icon above Comment List.
  3. Type or paste the text of the comment into the text field of the Comment Properties form.
  4. Click OK to save the comment and exit, or if you have more comments to enter click OK/More.

Code Comments

Code View has additional features to help you code efficiently. However, if you want to focus on coding comments belonging to specific respondents, you can also do it here.

  1. Open People view, click the respondent for whom you want to code comments.
  2. In the Comments List click a comment. The code(s) it is currently coded to will become highlighted in the Coding Structure.
  3. Either drag the comment onto the desired code, or click the checkbox or radio button next to the desired code. The Coding Structure display will update to reflect the new coding.

Split Comments

The ideal comment consists of a single theme relevant to the project. This is so that only the data relevant to a report or analysis is included in filter criteria. For projects such as large employee engagement surveys, this might not be practical, in which case you may want to take advantage of Symphony's multi-codeAllows comments to be coded to more than one code feature. However, for projects such as team assessments or comparisons of job candidates, single-themed comments might add to the overall project quality. Symphony's split comment feature gives you a way to do this efficiently. When you split a comment, Symphony removes the split portion from one comment and creates a new comment with the split portion, and attributes it to the same respondent. The split portion inherits all tags attached to the original comment, but these can be managed separately without affecting the original.

Splitting Comments In People View or Coding View

  1. Open People view or Coding view, then click the person or code where the comment is located.
  2. In the Comment List click the comment you want to split.
  3. In the Content Editor at the bottom of the view (where the entire comment text is displayed) use your mouse to select the text you want to split out.
  4. Using your mouse, click and hold the mouse button down on the hightlighted text and drag it onto a code in the Coding Structure. The selected text will be removed from the original comment and a new one created and coded to the code you dropped it on.

Splitting Comments in the Comment Properties Form

You can also split a comment from the Comment Properties form, in any view where it is avaible along with a coding structure.
  1. Locate the comment you want to split and double-click it to bring up its Properties form.
  2. Using your mouse, select the text you want to split out.
  3. Drag the selected text onto a code. The selected text will be removed from the original comment and a new one created and coded to the code you dropped it on.

Merge Comments

Merge Comments is the opposite of splitting: you want to combine two comments into one. The result is the same as if you select the text of one comment, delete the comment, then paste it to the end of another comment. In addition, if the consumed comment has tags that the consuming comment doesn't have, they are added as well.

  1. Open People view, then click the comment you want to merge -- this is the comment that will be combined into another comment.
  2. Press and hold your computer's Alt key.
  3. Drag the comment onto the comment into which you want to merge it, and drop it.

The text from the dragged comment is appended to the text of the target comment as a new paragraph, and then the comment is deleted. Any tags the dragged comment had are added to the target comment.

Create/View a Field Note

Field notes are basically comments about codes or comments. They are intended to provide you and your team with a way of communicating something about a comment, usually where you want to revisit it later on. For example, you might want to leave a field note asking a team member to reconsider the way they have a comment coded.

Field notes are visible in the comment's properties form. In Review view, an additional icon is displayed next to comments to indicate that they have field notess.

To create a field note for a comment or to view a field note:

  1. Double-click a comment to open its properties form.
  2. The comment properties form is divided into two primary regions. The top region is the comment text. The lower region is the field note. If you are leaving a field note, click in the lower region and begin typing. When you close the form or click somewhere outside the form, the field note will be saved.

Edit While Navigating the View

Symphony provides an efficient way of editing respondents, comments, and codes while navigating around the view.

  1. Double-click a respondent, comment, or a code. Its properties form will open and the entity you clicked be loaded.
  2. Make edits to the entity if you have any to make.
  3. Single-click another entity of any type that has a properties form. The entity you edited will be saved and the one you clicked on will be loaded into its properties form.

Coding View

Symphony's Coding view provides the capability to manage your coding structure and the location of comments within it.

Open Coding View

To open Coding View, click the Coding button on the console toolbar.

Coding View is organized into three main areas:

Coding Structure - Displays your coding structure as a hierarchy tree Content List - Displays the codes and comments contained inside the code that is highlighted in the coding structure
Content Editor - Displays the text of the code or comment selected in the Content List. You can directly modify the text here

Changes you make are sent immediately to the server and corresponding updates to the server project are sent back and displayed. If other users are connected to the same project, they see your updates, and you see theirs. If someone using Symphony Desktop synchronizes the project, their changes are also displayed.

Manage Your Coding Structure

Create a new code

  1. In the Coding Structure, click the code you want as the parent of the new code. If this is a top-level code, click the Codes node at the top of the Coding Structure.
  2. Click the "New Code" icon () on the toolbar above the Coding Structure. The Code form will open.
  3. Type the text you want for the code, then click the OK button.

Edit the text of a Code

This can be done one of two ways:

  • Double-click the code in the Coding Structure. This will bring the Code's Properties form, where you can modify the text.
  • Alternatively, if you have the parent of the code selected in the Coding Structure, scroll down through the Content List until you find the code you want to edit, click on it, then modify the text in the Content Editor beneath the Content List. When you click your mouse outside the Content Editor, the changes will be applied.
When you have the Properties Form open for a code, clicking on another code in the Coding Structure saves the code and loads the code you just clicked into the Properties Form.

Move a Code

  • To move a code from one parent to another, drag it using your left mouse button onto the code in the Coding Struture you want for the new parent. You can start the drag in the Coding Structure, or in the Content List if it is there.
  • To move a code in or out one level while keep it in its relative order, click it in the Coding Structure, then click the or button above the Coding Structure. Note that the code has to be able to fit logically where the move implies. For example, a top-level code cannot be moved out.
  • To move a code up or down amongst its peers (that is, you want to change its order) click the code either in the Coding Structure or in Content List, then click the up () or down () arrow above it.

Delete a Code

Codes can be deleted only when they contain no codes or comments.

  • Click the code in either the Coding Structure or Content List, then click the Delete () button above it.

Manage Your Comments

Currently, management of comments is limited editing their text and to moving them between codes and changing their order amongst their peers. Comments must be added or removed using Symphony Desktop. If a team member using Symphony Desktop synchronizes after adding or removing comments, the changes will be reflected in your browser.

All changes you make to comments originate in the Content List. So in order to access a particular comment, its code must be the selected code in the Coding Structure. The following instructions assume that you have already selected the parent code.

Code a Comment

  • Locate the comment in the Content List, then drag it onto the desired code in the Coding Structure.

Edit the Text of a Comment

  • Locate the comment in the Content List and click on it so it is selected. It's text will appear in the Content Editor beneath the Content List.
  • Make the changes to the comment text. When you click your mouse outside the Content Editor, the changes will be applied.

Split a Comment

Depending on your analysis objectives, you may want to split a comment into two or more separate comments when it contains more than one theme. When a comment is split, each portion is tracked as a separate comment attributed to the original respondent, and has its own coding. To split a comment:
  • Locate the comment in the Content List and click on it so it is selected. It's text will appear in the Content Editor beneath the Content List.
  • Using your mouse cursor selected the portion of text that you want to split into another comment. Alternatively you can click at one end of the text then press and hold the Ctrl key as you use the left or right arrow to expand the selection.
  • Now drag the selection onto a code in the Coding Structure and drop it. The selection will be removed from the comment, and a new comment will be created and coded to the code that was the drop target.
You can only split a comment when there are no pending changes to its text. You can force changes to be committed by clicking somewhere outside the Content Editor.

Manage Field Notes

Symphony provides the capability to make field notes for individual codes and comments. An example of a field note for a code is an elaboration on what you had in mind when you created the code. An example of a field note for a comment is you suggest to your team mates that the comment should be moved to a different code. You can use the code and comment field notes for whatever purpose you desire. But the general intent is to provide a way of making a statement or bringing attention to a code or comment.

Field notes are recorded in the lower section of the code and comment properties forms. To make a field note or to read one, simply double-click the code or comment to bring up its properties form.

Display Statistics

You can optionally display a statistic next to each code in the coding structure. This can be useful during analysis to gain a sense of comment distribution across your codes. Values are updated automatically as changes are make to your project. To choose a statistic:
  1. Click the chart () on the toolbar above the coding structure
  2. Click the statistic you want to display, or to stop displaying a statistic choose None

# Comments - Deep

This statistic shows you how many comments are contained inside a code, including all codes below it in the coding structure. If you take the branch of the coding structure that starts with this code, the vaue is the all the comments contained in that branch.

# Comments - Shallow

This statistic shows you how many comments are directly contained in a code. It ignores comments inside of codes below the code.

% Comments

This statistic shows you what percent of the comments are in each code, including its subcodes.

# Respondents

This statistic shows you how manu unique respondents have comments inside a code, including all codes below it in the coding structure. Each respondent is counted only once, so if they have more than one comment inside a code, they are still counted onces.

Cluster Analysis

Symphony's cluster analysis assists you with theme discovery and organization of comments around themes. The primary objective is to analyze some portion of your comments in groups, as opposed to reading and understanding them one-by-one.

Open Cluster Analysis

To open the Cluster Analysis form, click the Cluster Analysis button on the console toolbar.

  • If you're looking for new themes, use the Exploratory analysis.
  • If you're looking to code comments to exisiting codes, use the Thematic analysis.

Exploratory Analysis

The Exploratory Analysis looks for word patterns. The results are heavily dependent on the frequency of patterns as well as the size of your project. It is further impacted by your settings such as "Min Phrase per Cluster". There is no "right" way to do this analysis other than to run it multiple times with different settings, code some of the results, run it again, and repeat this so long as you continue to get enough useful results to save you time over reading all the comments one-by-one. The more data you have, the better this analysis works.

The purpose of the Exploratory Cluster Analysis is to identify comments that have things in common. This commonality can be leveraged for a variety of other purposes:

  • Identify potential themes and sub-themes
  • Expedite coding to existing codes
  • Tag groups of comments for other objectives such as marking them for further review
  • Quality check on existing coding

As a general rule, the Exploratory Cluster Analysis should be run multiple times on your project. Each time, you will want to set a filter to narrow the scope of comments analyzed. For example, if you are looking for sub-themes inside a code, set a filter on that code so your analysis includes only the relevant comments. Be careful however, there is a point of diminishing returns. You should stop when your goals can be met using other methods.

How the Exploratory Analysis Works

An understanding of these steps that Symphony takes can help you to understand what settings to use, and can help you to understand why the results are what they are:

  1. The longest phrase is identified that occurs at least Min Comments per Cluster times and consists of at least Min Phrase Len words. The longest phrase length is favored over the number of comments. In other words, the phrase length will be expanded so long as there are longer phrases without losing enough commments to go below the Min Comments Per Cluster setting.
  2. The comments from #1 are repeatedly analyzed for additional phrases, starting at the longest length that was found, and working its way down to a single word. Each time, the number of comments is calculated to see whether the additional phrase will cause too many comments to fall off. If it doesn't the phrase is included amongst the match information.
  3. Symphony creates a cluster, with a suggested name for the cluster. The name is a phrase from the comment that it determines is the most representative of the cluster.
  4. These steps are repeated so long as new clusters can be created according to your settings.

When clusters are created, there is no actual changes made to your data. The clusters are merely a way of displaying your data that enables you to view it from this unique perspective and to enable you to act on the comments collectively if you choose to.

Settings and Running

  1. Open Cluster Analysis view.
  2. Choose "Exploratory" from the Analysis Type dropdown.
  3. Set the Min Cluster Size. This is probably the most important setting. It acts as a throttle, in that smaller numbers result in more/fine grained clusters, while larger numbers result in fewer/coarser clusters. The best way to see this is to try a few different settings and observe the effect. From this you can determine a suitable number. A good place to start is a value somewhere around 2% of the comments that will be analyzed.
  4. Set the Min Phrase Length. Symphony locates candidate clusters initially by looking for word phrases. This setting determines the shortest phrase length Symphony will use for finding candidate clusters. In other words, for comments to be clustered together, they all must have a phrase in common of this length or longr. After a cluster is identified, Symphony continues looking for words and phrases to find as much as possible that is shared among the comments in the cluster. If more is found but is not shared across all comments in the cluster, Symphony will drop comments from the cluster down to the Min Comments setting.
  5. Set a Filter. This is very important. The first Exploratory pass, you may not have to set it. But for subsequent passes you must. The reason is that you want to filter out the comments that you have already coded. So you should set a filter that includes only comments that have not been moved to themed codes. The Filter Group is accessed by clicking the Filter button () located toward the top of the Cluster Analysis page. If the comments in your project tend to range in size from very short to long, You may want to consider setting a filter on the number of words in comments and perform separate analyses on different comment length ranges. This can improve the quality of the analyses, and for large projects with millions of words it can speed things up.
  6. Click the Run button and wait. When the analysis is complete the Cluster List will fill with phrases and a count of comments in each cluster along with the number of words the comments have in common.

Coding The Results

The Exploratory analysis results in a list of clusters. The cluster names reflect the phrase that the comments have in common. Clicking on a cluster fills the Comments list with the comments in that cluster. Clicking on a comment in the Comments list reveals the complete text of the comment below the list, where the portion of the text in the comment that matches the cluster is highlighted.

Code to New Code

This results in a code being added to your coding structure and comments moved into it:

  • Using your mouse, drag the cluster onto an existing code in your coding structure. A sub-code will be created inside the code you dropped it on, and the comments coded to it.
If you plan to run a cluster analysis more than once, be sure to set a filter each time that excludes comments in the new codes. Otherwise they'll be analyzing the same comments each time.

Code to Existing Code

This results in the clustered comments being coded to an existing code. For example, let's say the cluster is named "Good Management" and you have a code named "Management is Great". Assuming the comments in both the cluster and the code reflect this idea, you would want the clustered comments to be moved to the existing code, without creating a new code.

  • While holding your computer's "Alt" key down, use your mouse to drag the cluster onto the existing code. The comments will be moved into the exiting code.

Merge Clusters

Often there will be clusters that in your view should be one. For example, you might see "Teamwork", "Team Spirit", and "Working as a Team" all the same. You can of course code one of them, then use the "Code to Existing Code" technique to combine the others into the code. The same thing can be achieved within the Cluster list:

  • While holding your computer's "Alt" key down, use your mouse to drag one cluster onto another cluster. The cluster you dragged will be remove and its comments will be added to the target cluster. You can now code all the comments by dragging the single cluster onto the coding structure.

Improving Results

If you are not pleased with the results, see if the following helps:

This is what you are getting: Try this:
The comments in your clusters have little or nothing in common.
  • Increase the Min Phrase Length setting.
  • Set a filter on how many words comments must contain. Do this a few times using different size ranges, coding your results each time.
You get a lot of small clusters Increase the Min Cluster size. This will produce fewer clusters but overall more differences in the comments will be tolerated. That is, they will be less alike.
Comments are clustered around topics just fine, but they need to be separated by sentiment. Run a few analyses with different sentiment filters. For example, set a filter that requires only comments with positive sentiment and excludes all else. Code the results then repeat with all negative, then all neutral.
If your comments are already grouped at a high level (e.g. your data is a survey that asks multiple questions) you can improve the clusters by setting a filter along this lines so as to include comments that are more likely to have similar meanings. For example, if you ask employees what they like in one question and what they dislike in another question, you want responses such as "my co-workers" to be analyzed within the context of the question.

Themed Analysis

The Themed analysis looks at your existing coding structure and coded comments, and makes predictions as to where the comments in the scope of your analysis belong. In effect, your coding structure and coded comments function as a model for the analysis. It isn't looking for new themes, it merely helps you code within the confines of your existing coding structure. You would run a Themed Analysis when:

  • You have a predefined coding structure you want to conform to.
  • You feel you've already identified the major themes either manually or through the Exploratory analysis using the Exploratory analysis, and you want Symphony to help you identify more comments for these codes.
  • You've finished coding and want to see whether Symphony's predictions agree with your coding.

Settings and Running

  1. Open Cluster Analysis view.
  2. Choose Themed from the Analysis dropdown.
  3. Enter a value for Max Code Suggestions. This must be at least 1. When Symphony performs the analysis, it finds every cluster that a comment has something in common with -- usually one or more words that Symphony identified as a key word. This will normally result in many "false positives". So Symphony arranges them by a score it comes up with, then returns the number of results you specify here.
  4. Click the Choose Target Codes button and ensure that only the codes to which you want comments coded are checked. By default, Symphony compares each comment being coded against every code in your project. However, you want Symphony to consider only some of the codes. For example, you don't want Symphony to see if a comment fits into the Unassigned code. Most likely your coding structure contains other codes that aren't suitable. Deselecting them here will cause Symphony to ignore them as potential coding targets. Once you've finished, click the Choose Target Codes button a second time to close its window.
  5. Click the Filter button and set a filter to narrow the scope of comments you want analyzed. As a minimum, the filter should exclude codes with comments that have already been analyzed. You can place additional constraints. For example, you could have the analysis include only comments where a particular word exists, or maybe comments that are responses to a particular survey question.
  6. Click the Run button. The codes where Symphony suggests comments will appear in the Clusters list.

Coding The Results

As mentioned under Themed Analysis above, Symphony identifies the codes in which it finds the best match for the comments being analyzed. This does not mean the comments belong in the codes it suggests! The results are based in part on:

  • what words Symphony identifies as key words,
  • how many codes each key word appears in,
  • the proximity of key words to each other,
  • and what percent of each comment is made up of key words.

So all it takes to be included is for one key word to exist in the comment. However, since Symphony returns only the best quality results it finds, the likelihood that a comment fits into the cluster is better than random; how much better is dependent on the extent to which comments that have something in common in one code are different from comments in all other codes.

The point being made here is that it is generally not advisable to simply take a code from the Cluster list in a Themed analysis and drop it on a code like you would a cluster in the Exploratory analysis. It is generally better to make individual decisions about comments. But this decision-making process is dramatically sped up by the fact that they have been pre-sorted to themes, and for you it becomes a "yes" or "no" decision as to whether a comment belongs in a code. You can drag a Themed cluster with the Alt key held down and it will code it to the target code. You should do this ONLY if you have already inspected the comments and you believe they belong together.

  1. Click on a cluster in the Clusters list. The comments Symphony found as possible matches appears in the Comments list. They are presorted where the best quality comments appear first.
  2. Click on a comment. Its full text appears below the Comments list, and the words that serve as the basis for its inclusion in this cluster are highlighted.
  3. Determine whether the comment belongs in the suggested code. If it does, click the radio button (or checkbox if multi-coding is on) next to the suggested code and the comment will be moved into it. If you see a different code that you feel the comment fits into better, you can click it instead. This is not intended to be a rigid process. It is only intended to steer your thinking in a particular direction, the idea being that many "yes/no" questions can be made quite quickly.

Review

The Symphony Review is intended to enable you to get a feel of the overall flow of your analyzed content toward the end of your coding efforts. At the same time, it provides the same capabilies for creating and editing codes and comments and changing their positions as does Coding view. The difference is that Report view is optimized for viewing as opposed for coding. It provides a continuous flow through your coding structure, the same as it would be for a printed report.

Open Symphony's Review

To open Symphony's Review, click the Review button on the console toolbar.

Code a comment

In this view, the easiest way to code a comment is as follows:

  1. Click the comment you want to code
  2. Scroll the view until the destination code is on the screen
  3. Click the checkbox/radio button next to the code

Change code or comment order

  1. Click the code or comment you want to move
  2. On the toolbar, click the up () or down () arrow, depending on the direction you want to move it

A code or comment will move only if it can. For example, if a comment is the last in a code, clicking the down arrow will have no effect.

Modify a Code or Comment

To modify the text of a code or comment:

  1. Double-click the code or comment you want to edit. It's properties form will open.
  2. Make your changes, then either click OK or click another another code or comment. If you click another code or comment, the properties form will remain open and the code or comment you click will load.

Add/View Notes

The code and comment properties forms include an area for entering a field note about the code or comment. This can be used for any purpose you desire, such as a reminder to yourself about next steps related to the code or comment, or instructions to your colleagues. To indicate that a code or comment has field note, the Review displays an icon next to it.

To add or view a field note, double-click the code or comment to bring up its properties form. Also, you can quickly view field note by moving your mouse over the icon.

Decorators

Decorators are additional pieces of information optionally displayed about a code or comment. For codes, decorators are a statistic. For comments, decorators are either tags such as demographics or the name or title of the respondent that the comment is attributed to.

To display decorators:

  1. Click the Decorators button on the toolbar. The Decorators List will open.
  2. Click the checkbox or radio button next to each decorator you want to display. The decorators immediately appear next to the codes and/or comments.
  3. When you are finished, close the Decorators List either by clicking the Decorators button a second time, or by clicking the list's close button.

Queries

Symphony's Queries view enables you to define and run queries against your project. Queries consist of:

  • A set of columns, each one representing either a Symphony entity, an attribute of an entity, or a predefined statistic.
  • An optional filter for extracting results from a specific slice of your project.

Symphony's Queries view is quite powerful and quick. It makes it possible for you to ask pretty much anything of your data and get an almost immediate response. If your project includes demographics or ratings items defined as demographics, you should find that Symphony's Queries view provides you with the tools you need to gain deep insights into your data.

Open Symphony's Query Utility

To open Symphony's Query Utility, click the Queries button on the console toolbar.

Define a query

  1. Click the New Query button on the toolbar directly above the Queries List.
  2. In the Query Properties form, give the query a name. The name can be whatever you want it to be, but be aware that if you output the query to Excel, the name will be modified to conform to the worksheet naming limitations.
  3. Optionally provide a description to remind you what the query does.
  4. Click OK. The query will appear in the Queries list
  5. Click the query in the Queries list so it is highlighted.
  6. Click the checkbox next to each column you want to add to the query. As you do this, columns will appear in the Results panel at the bottom of the view.
  7. If you decide to remove a column, uncheck its box or click the "close button" on the row header and it will be removed.
  8. Repeat until all the columns you want in the query appear in the Results panel.

Run a query

  1. Click the Query you want to run in the Queries list. Its columns will appear in the Results panel
  2. Click the Run button () button on the view's toolbar. The results will appear in the Results panel.

Download Query Results to Excel

  1. Run the query you want to download.
  2. After the query finishes, click the Download Excel () button.
  3. Follow your browser's instructions for saving the file to your computer
The Download Excel button always downloads the results of the last query you ran. So if you run two queries and want to download the first one, you must run it again, or you will get the results of the last query.

Delete a Query

If you decide to delete a query you defined, highlight it in the Queries list and click the Delete () button directly above the list.

Predefined Queries

In addition to the queries you define, Symphony also creates four queries in every project. These queries can be modified, but they cannot be deleted. Here's what they each do by default:

  • Sandbox - this is a placeholder as a convenience to you, for quickly trying out ad hoc queries. Once you open Queries view, you can simply click the Sandbox query, add some columns to it, and run the query.
  • Codes Only - produces a table with a column for each level of codes.
  • Respondent List - produces a table consisting of each respondent's name and optional title.
  • Default - produces a table where each row consists of the text of one comment and the coding path to the comment. Each code level is in its own column. The rows are organized around the coding structure hierarchy. This query is used as the default for producing feedback reports.

Available Columns

Queries View includes three lists of columns that can be added to queries. This section describes each.

Entity Columns

Entity Columns represent the content in your project such as codes, tags, respondents, and so forth. Entities normally have relationships with other entities -- often many relationships. For example, a code has a relationship with all the codes and comments inside of it. When an entity column is included in a query, it effectively function as a row-level filter. What this means is that a row is output for each entity. If mutiple entity columns are included in a query, a row is output for each combination of entities.

Project Member

Outputs the name of each Symphony user with access to your project. As a minimum it includes you but can include other users if you have a shared account and you give them access.

Respondents

Outputs the name of each survey respondent or interviewee for your project Respondents are the entities to whom comments are attributed to.

Code Level 1, Code Level 2, etc.

TOutput the your codes at the respective levels.

Demographics

If you have any demographics defined, they are listed next. Including one of them outputs the values of each of the demographic values. For example, a Gender demographic might output two rows: one for Male and one for Female.

Tag Groups

Outputs a row for each Tag Group in your project. Tag Groups include demographics because demographics are set up as a special kind of Tag Group.

Tags

Outputs the Tags contained inside your Tag Groups.

Word/Phrase

Output each word/phrase found in the project.

A key to understanding how to get what you want from a query is grasping the fact that when more than one entity column is included, an output row is created for each combination of values. For example if your project has demographics for Occupation and Gender, you will get a row for each Occupation/Gender pair if you include them both in a query. This effectively gives you the capability to create drill-downs into any slice of your project.

Statistic Columns

Statistic Columns produce numbers for you. They can be used by themselves, but when they are combined with one or more entity columns, a row is produced for each entity combination and the statistic is based on the entity.

# of Respondents

A count of respondents.

# of Comments

A count of comments.

# of Words

A count of words.

Phrase Count

A count of how many times a word/phrase appears. This is used in conjuction with the Word/Phrase column from the Entities list.

Avg # of Words

Average # of words found in the underlying comments for each row. If no enties or attribute columns are included in the query, this is the average # of words found in all the comments in the project.

Attribute Columns

Generally speaking, these columns provide additional information about an Entity.


Charts

With Symphony Charts you can produce charts of your data. The charts use data from queries define in Queriess view. Currently you can product Bar, Column, Pie, and Line charts. Each of these charts take the same kinds of data sets: two columns where the first is an entity such as a Respondent, a Code, or a Tag, and the second column is a statistic calculated on the entity.

Open Symphony's Charts Utility

To open Symphony's Charts Utility, click the Charts button on the console toolbar.

Create a Chart

  1. Click the New Chart button above the Charts list.
  2. Give the Chart a name. This serves as a Caption in the chart if the type of chart warrants one.
  3. Enter a description of the chart. This should be something detailed to remind you what the chart is for.
  4. Click OK.

After the chart has been created, you can change its default settings, each of which is described below.

Set Query

The data used by charts is provided by queries defined in Symphony's Queries View. By default, new charts are set up to use the predefined "Sandbox" query. You can change this to any query in your project.

  1. Click the Queries button above the chart area.
  2. In the Queries list, click the radio button next to the query you want to use.
  3. Click anywhere outside the list to dismiss it.

Set Chart Type

Symphony provides these types of charts:

ColumnEach data point as a vertical column from left to right
BarEach data point as a horizontal bar from top to bottom
PieEach data point as a pie slice where it's size is based on its percent of the values
LineEach data point is at an x,y coordinate, where x is its position in the data series and y is the value

  1. Click the Chart Types button above the chart area.
  2. In the Chart Types list click the radio button next to the type of chart you want.
  3. Click anywhere outside the list to dismiss it.

Generate Chart

To generate the chart, click the Run Query button. The query will produce the data, then the chart will be displayed.

After you've run the query, you can change the chart type and size without running the query again; the chart will be updated automatically.

Resize Chart

To resize the chart, drag the lower-right corner of the chart region in any direction.

Save as .PNG file

After you've generated a chart, you can have it saved to your computer as a .PNG file. The dimensions of the file are the same as the chart region.

  1. Click the Save as .PNG button
  2. Follow your browser's instructions for saving the file you to your computer.

Word Clouds

Symphony Word Cloud Generator creates a word cloud from text your project. A word cloud is an image that has words arranged in a way that conveys their relative frequencies. There is a variety of ways to depict word clouds. Symphony does it by varying the font size and font color. Words are arranged in a sprial, where the most common word appears in the largest font in the middle of the image, and the remaining words are placed around it in a clockwise rotation outward. The color and font size is varied along the spiral in order to accentuate the declining frequency of each word.

Open Word Cloud Generator

To open Symphony's Word Cloud generator click the Word Cloud button on the console toolbar.

Create a Basic Word Cloud

No settings are required for a basic word cloud. Simply click the Create Word Cloud button and your word cloud will be generated

Optional Settings

After you make a change to an option setting, click the Create Word Cloud button to update the word cloud.

Maximum Words

This setting specifies the number of words to include in the word cloud. Symphony will include the most frequent words up to this number, and will only include as many words as will fit into the word cloud canvas.

Phrase Length

When this is set to 1, the results are based on word counts. When it is set to 2 or 3, the results are based on frequncies of phrases of that length. Note that phrases take more space, so if you have this set to 2 or 3 consider using a suitably-low number for the Maximum Words setting.

Resize Word Cloud

The white region in the middle of the screen is the word cloud canvas. This is where the word cloud is output, and it determines the font sizes to use. You can resize it by dragging the lower-right corner with your mouse. While dragging, the size of the region is pixels is displayed.

This setting lets you control how large the word cloud is in terms of pixels. If you don't have much text you might want to make it smaller. Or if you have a document you want to include the word cloud in, you might want to set is to a size ideal for the document. These instructions assume that you have just generated a word cloud and it is currently being displayed.

  1. If you are not already on the Size and Submit page, click its button now.
  2. Using your mouse, drag the lower-right corner of the word cloud region until it is sized as desired. As you drag, the current width and height in pixels is displayed above the region.

Blacklist Words

This setting lets you exclude specific words. Symphony automatically excludes some words such as "the" and "is". If you see additional words that you don't want included, you can add them to the blacklist. When you update the word cloud, it is generated without those words.

  1. If you are not already on the Size and Submit page, click its button now.
  2. In the word cloud, locate a word you want to blacklist.
  3. Drag the word from the cloud and drop it on the Blacklist. The word will disappear from the current word cloud, and will appear in the Blacklist. If your browser doesn't support this, click the Blacklist and manually type the word; it will be included as a blacklist word the next time the wordcloud is created.

Word Filter

This setting lets you specify a word that you want to make the subject of the analysis. When you specify a filter word, Symphony uses only paragraphs from your text that have that word in it. Paragraphs that don't have the word are ignored.

  1. If you are not already on the Size and Submit page, click its button now.
  2. In the word cloud, locate the word you want to use as the filter word.
  3. Either drag the word from the cloud and drop it on the Filter Word field, or left-click the word with your mouse and choose "Set as Filter Word". Depending on the version of your browser, these actions may or may not word. If you have difficulty, you can simply type the word into the Filter Word field.

Word Proximity

This setting works in conjunction with the Filter Word field; it has no effect on the result unless a Filter Word is specified. the Word Proximity is an additional filtering settting. It limits the words included in the analysis to those within the Proximity setting of the Filter Word. So only words that are within the proximity of the Filter Word are included in the analysis. If the Proximity is zero, the entire text of each paragraph containing the Filter Word is used.

  1. If you are not already on the Size and Submit page, click its button now.
  2. Click the Proximity field and enter the distance away from the Filter Word you want to include.

Feedback Report

Symphony's Feedback Report option produces a Microsft Word report from your project data. By default, the report consists of your coding structure and comments organized into a hierarch around the coding structure. Essentially, this report is intended to present your findings -- your coding structure -- as a single story, supported by the comments. Depending on the nature and size of your project, you may want all comments included, or only enough representative comments to support your conclusions.

The report is produced from a Word document that you provide as a template. As such, the report has the look and feel that you provide.

Open Symphony's Feedback Report Utility

To open Symphony's Feedback Report Utility, click the Feedback Report button on the console toolbar.

Upload a Template

Symphony lets you maintain a collection of templates. Templates can be used on each project, or you can have templates that are customized for specific projects. This can be any .DOCX file, but ideally should be one that is designed for your project, including boiler plate text and images, your organization's headers and footers, and so forth.

Symphony provides you with a starter template that you can use as-is or customize to look the way you choose.

By default, Symphony adds the report content to the end of the document. You can however tell it to begin inserting at a specific location by creating a Word Bookmark named "Default" inside your template where you want the output to begin.
  1. Click the Upload Report Template button.
  2. Navigate to the .DOCX file you are using as a template, then after its name appears in the form, click the Submit button. It must be a .DOCX file; Symphony does not read the older .DOC fies.
  3. Click the Submit button. The file will appear in the Word Templates list. The Output Fields table will be filled with the columns that will be used in the query, and the Word styles embedded in the template will show up in the Style list. Symphony will try to match output fields with styles for you, and any successes will show up with check marks next to them.

Choose a Template

The Symphony Default template plus any you upload appear in the Word Templates list. The first step in generating a report is to specify which template you want to use. Once a template is chosen, the styles it contains are loaded into the Word Styles list. Symphony also makes an attempt to map content columns to styles.

  • If you have only one template, or if you have previously chosen another template for this project, it will be loaded automatically.
  • You can tell Symphony which template to use by clicking the radio button next to the template name.

Map Output Fields to Word Styles

After the template has been uploaded, you are ready to map Output Fields to Word Styles. If you are not familiar with Word Styles, a quick Google search will yield you more than you ever want to know.

When an Output Field is mapped to a Word style, a checkmark appears next to it. If you click on the Output Field, the style it is mapped to is highlighted and its radio button set.

You may not know this but if you have ever used Microsoft Word, you are already familiar with styles. Heading 1, Heading 2, Title, and Normal are all examples. Word uses the Normal style by default. Styles determine how the text applied to it will look.
  1. Click on an Output Field that you want to map to a style.
  2. Locate the desired style in the Styles List and click its radion button.
  3. Repeat for each Output Field.

You may not need to map all the columns. For example, if your report only includes two levels of coding, you don't need to map styles for field that never get used. If while generationg the report Symphony encounters a field that needs a style, it will tell you so can fix it.

Set a Filter

You can optionally set a filter to limit the scope of data output to the report.

  1. Click the Filter () button to open the Filter form.
  2. Click the tab that contains the type of type of entity you want to filter on.
  3. Uncheck the entities you want excluded.
  4. If you are setting a filter based on the specific words, click the Words tab and enter the words you want, along with the other optional settings. (Mousing over a setting's caption displays a description of its purpose.)
  5. Close the Filter form either by clicking its close button or by clicking the Filter () button a second time.

Add Decorators

Decorators are additional pieces of information attached to codes or comments and are displayed along with it. In the case of codes, a predefined statistic can be used as a decorator. In the case of comments, decorators can be the name or title of the owning Respondent, or Tags associated with the Respondent or comment.

A code can be decorated by at most one statistic. Comments can be decorated by as many items as are chosen, each separated by a comma.

To Add decorators:

  1. Click the Decorators button on the toolbar. The Decorators List will open.
  2. Click the radio button or checkbox next to each decorator you want to include.
  3. Click the Decorators button again to close the Decorator List.

Where to Send the Report

The Report Distribution panel has settings for determining what to do with the result.

  1. In the Report Distribution panel, check the box next to each team member you want the report emailed to, if any
  2. If the report is being emailed to anyone, optionally enter text for the body of the emailort downloaded immediately to your computer, ensure that "Download to your computer" is checked.
  3. If you want the report to be downloaded directly to your browser, ensure that the "Download to your computer" box is checked.

Run the Report

To run the report, click the Run () button and wait for your report.

Limitations

When compared to Symphony Desktop, the online Feedback report has some limitations you should be aware of:

  • Currently, Symphony Web runs only the "Default" query, which provides the codes and comments to the report. If you have other queries (e.g. to generate a list of Respondents) they will not be run.
  • If you have Microsoft Word fields in your report (e.g. a Table of Content) Symphony Web will not update it. This is because Symphony Web does not interact with Word. You can update the TOC and other fields by opening the report in Word and pressing function key F9.

Filter Group

Symphony's Filter Group lets you limit certain output on a variety of criteria. It is available in the following views/forms:

  • Cluster Analysis
  • Queries
  • Word Clouds
  • Feedback Report

When a filter is set, subsequent actions in that view/form behave as if your project consists only of data that fits the filter. Filters can be set on codes, tags, respondents, words, and sentiment.

When filters are set on items within one of these broad categories, the results are broader with each additional item. For example, setting a filter on two codes results in output related to either of the two codes.

When filters are set on more than one of these broad categories, the results are narrowed. For example if a filter is set on codes and tags, the results consist of the content related to the subset of filtered code further limited by the content that is related to the filtered tags.

Open the Filter Group

Where the Filter Group is available, a button is provided that looks like this: Filter. Clicking the button toggles the Filter Group open and closed.

Filter on Codes

When a filter is set on one or more codes, only content that is related to the included codes is included in the results. For example:

  • Comments that are coded to the included codes
  • Respondents with comments in the included codes
  • Tags attached to the comments, respondents, or codes in the included codes.

All codes that are checked are included in the filter.

To set a filter on one or more codes:

  1. In the Filter Group, click the Codes button.
  2. Uncheck the top-most node to uncheck all codes.
  3. Check the codes you want to include in the filter. Checking/unchecking a code causes all sub-codes to become checked/unchecked.

Filter on Tags

When a filter is set of one or more tags, only content related to the included tags is included in the results. For example:

  • When a filter is set on a tag, respondents with comments attached to the tag are included.
  • When a filter is set on a Tag Group, codes, respondents, and comments related to any code, respondent, or comment related to any of the tags in that group are included.

All tags or tag groups that are checked are included in the filter. Checking/unchecking a tag group causes all tags in that tag group as well as tag groups contain in that tag group to become checked/unchecked.

To set a filter on tags:

  1. In the Filter Group, click the Tags button.
  2. Uncheck the top level Tag Group button to uncheck all tags and tag groups.
  3. Check the tag or tag group you want to include.

Filter on Respondents

When a filter is set on one or more respondents, only content related to the included respondents is included in the results. For example:

  • Comments belonging to the included respondents.
  • Tags attached to the included respondents, comments belonging to the included respondents, or codes where the comments belonging to the included respondents are coded.

To set a respondent filter:

  1. In the Filter Group, click the Respondents button.
  2. Uncheck all respondents by unchecking the top-level Respondents node.
  3. Check the individual respondents you want to include.

Filter on Words

You can limit filter results to comments and their related entities by the words contained in the comments, or by the size of comments. For example:

  • Respondents with comments containing a particular word or phrase.
  • Codes with comments containing a particular word or phrase.
  • Comments consisting of at least 5 words and no more than 20.

To set a word filter:

  1. In the Filter Group, click the Words button.
  2. Type the word or words on which you want to filter.
  3. If you entered more than one word, enter how many of them must be present to be considered a match.
  4. Also if you entered more than one word, enter a number to indicate how close they have to be to each other to be considered a match. Zero means there is no restriction; they only have to appear in the same comment.
  5. Set a Min/Max value for the number of words comments must contain. (This is particularly useful when you are performing an Exploratory Cluster Analysis.)
When you set a Min/Max Words per Comment range, the number should be exclusive of prepositions and conjunctions, as they are automatically blacklisted.

Filter on Sentiment

The sentiment filter lets you filter output based on comment sentiment. For example:

  • Comments with positive sentiment and no negative sentiment.
  • Codes where the contained comments have a net positive sentiment.
  • Respondent demographic tags where their comments have a net positive sentiment.

The sentiment filter consists of a group of radio buttons whose collective settings capture your intent. For Positive, Negative, and Neutral sentiment, you specify what to include as follows:

  • Maybe -- The specified sentiment is not a consideration in the filter.
  • Yes -- Comments must have the specified sentiment.
  • No -- Comments must not have the specified sentiment.

All settings are assessed for their impact but where they become mutually exclusive, the Neutral settings take precedence.

To set a sentiment filter:

  1. In the Filter Group, click the Sentiment button.
  2. Choose whether Positive sentiment may exist, must exist, or must not exist.
  3. Choose whether Negative sentiment may exist, must exist, or must not exist.
  4. Choose whether Neutral sentiment -- that is, where the comments have neither positive nor negative sentiment -- may exist, must exist, or must not exist.

Language Translation

If you have content in one language but need it in another, Symphony can translate it for you. Symphony accesses Google's Translation API on your behalf, translating text from virtually any language to any language. Google detects the source language, and translates it to the language of your choice.

To open the Language Translation tool

The Language Translation tool is opened by clicking the icon on the main toolbar. Clicking it more than once toggles it in and out of view.

The tool displays the quota balance on your account, the number of characters you will be charged to translate the current scope, and the projected quota balance.

Translation Scope

Translation scope is based on what content is selected:

SelectionScope
A commentThe comment you clicked on
A group of comments (e.g. a selection range inside a code or belonging to a respondent)The selected comments
A Respondent in People viewAll the comments belonging to the Respondent
A group of respondents (by selecting a range)All the comments belonging to the selected respondents
A CodeThe comments inside the code and sub-codes.

When the scope is changed the calculated usage is updated in the Language Translation tool.

If the source language is the same as the language you want to translate to, it will still be processed and the utilization will be charged against your quota.

Start Translation

  1. With the Language Translation tool open, ensure that the scope is set as desired.
  2. Choose the language to which you want to translate in the Translate To dropdown
  3. Click the Translate button. A progress bar will display, showing you how many comments are being translated.

Replenish Quota

Every Symphony license and license renewal comes with a quota of 50,000 characters -- roughly 15 single-spaced typed pages. If you need more, you can add to your quota by purchasing additional characters.

  1. With the Language Translation tool open, click the Buy button. Symphony's Order form will open.
  2. Choose the number of characters you want to purchase.
  3. Complete your order by choosing a payment method. After you return, the purchase will be reflected in your balance.

Sentiment

This is a work in progress. Language features are being implemented gradually to improve the quality of the sentiment numbers.

Symphony attempts to measure the sentiment of each comment. This is done in the background as each comment is either added or edited, so there is nothing more you need to do. You can access the values by defining queries that include sentiment columns.

Sentiment reflects how someone might feel about a particular statement, and whether that feeling is positive or negative. Most would agree that the statement "I love the people I work with" has positive sentiment. This is what Symphony's sentiment analysis is looking to identify for you.

Symphony considers comments to have:

  • Positive sentiment
  • Negative sentiment
  • Positive and negative sentiment
  • No sentiment

To truly capture the sentiment of text, one needs to take into consideration context as well as a human values system. The absense of either is a significant constraint. You should view Symphony's sentiment analysis with this in mind. Fortunately, Symphony does its analysis consistently, so comparing different aggregations (e.g. net sentiment across a demographic acrosss codes) can still be informative.

Available Statistics

Symphony makes five sentiment statistics available in Query view. These in conjunction with query filters, entity columns, and range constraints on the sentiment query columns provide you with considerable possibilities for the values you can extract and their meanings. As with other statistic columns, new values are calculated for each query row based on the row data.

Positive Sentiment

This is the sum of the positive sentiment found in the underlying comments, divided by the number of comments.

Positive Sentiment - Strict

This is the sum of the positive sentiment found in the underlying comments that have positive sentiment, divided by the number of comments that have positive sentiment. Effectively it is as if the data is filtered to return only comments that have positive sentiment.

Negative Sentiment

This is the sum of the negative sentiment found in the underlying comments, divided by the number of comments.

Negative Sentiment - Strict

This is the sum of the negative sentiment found in the underlying comments that have negative sentiment, divided by the number of comments with negative sentiment. Effectively it is as if the data is filtered to return only comments that have negative sentiment.

Net Sentiment

This is the sum of the positive sentiment minus the sum of the negative sentiment, divided by the number of comments. The statistic tells you whether the sentiment is truly positive or negative and to what extent. (A value of one means all the comments are positive and have no negative; a value of zero means they are equal.)


Tag Groups and Tags

Tags are custom attributes you create for content. They can be associated with codes, comments, respondents, or any combination of these, and can serve a wide variety of purposes.

Tags always exist in Tag Groups. Tag Groups are merely containers that identify one or more tags as having something in common. Gender as a tag group for example would have Male and Female as tags. A tag group called Sentiment might have several tags, each one representing a different measure.

In addition to containing Tags, Tag Groups can contain other Tag Groups, so it is possible to define any level of complexity you need.

Tags are available in all views via a "Tag Widget", which floats above the view. When you click on a content item in a view, it becomes the "focus" of the Tag Widget, resulting in the attached tags to be highlighted. Tags can be attached to and detached from the focused item by clicking the radio button or checkbox next to the tag.

Open Tag Widget

To open the Tag Widget, click the Tags () button on the main toolbar. Hide it by clicking a second time.

Manage Tag Groups

Create a Tag Group

  1. With the Tag Widget open, click the New Tag Group on the toolbar at the top of the widget. The Tag Group properties form will open.
  2. Give the tag group a name. This should be something that captures the meaning of the tags that will be inside the group. Examples: Gender and Location.
  3. Set the maximum tags from this group that can be attached to any single entity. For demographics such as Gender, it is usually 1. If you don't want a restriction, leave the setting at zero.
  4. Check the Lock on Set box if you want to prevent tags that are attached to entities from being unattached. This would be suitable primary in situations where there would be no reason to change it, such as a rating item from a survey. If you are not sure, leave the box unchecked.
  5. Choose the type of data that the tags will represent. For most purposes this would be Text. But in special situations where the tags will be Dates or Number, it is best to set accordingly should you need to have query output sorted on the tags.
  6. For Allowed Content, check the boxes next to the types of entities you want to allow tags in this group to be attacked to. You much choose at least one type but can choose any combination. What should be checked is dependent on the purpose of the group. If it is a demographic, Respondent should be the only box checked. If the tag group is part of a competency model, Codes and/or Comments would make sense.
  7. Click OK to save the tag group and close the form, or click OK/More to save the tag group and begin defining another.

Modify a Tag Group

After Tag Groups have been created, you can change their attributes through the Tag Group Properties form.

  1. Open the Tag Widget.
  2. Double-click the Tag Group you want to modify. Its properties from will come up. You can modify any of the original settings. Bear in mind however, changes to most of the settings can result in conflicts with existing tags and tagged entities so you should resolve them first. Generally speaking, Symphony will apply new constraints only to new tags and tagged entities.
  3. When you are finished, either click the OK button to save the changes and exit the form, or click on another entity such as another tag group or tag to bring up its properties form.

Delete a Tag Group

If you no longer need a particular tag group or if you want to get a fresh start with it, you can delete it. Deleting a tag group also deletes all the tags and tag groups inside of it, as well as all tag attachments to entities, so be sure this is what you want.

  1. Open the Tag Widget.
  2. Click the tag group you want to delete.
  3. Click the Delete button on the toolbar on the Tag Widget.

Change Tag Group Order

By default, tag groups appear in the Tag Widget in the order they are created. The order of the tag groups matters in two cases:

  • You may want the tag groups you most frequently view or access to be near the top of the list.
  • If you display multiple tags as comment decorators in Report View or in a Feedback Report, they are displayed in the order they appear in the Tag Widget.
  1. Open the Tag Widget.
  2. Click the tag group you want to move.
  3. Click the up or down arrow on the toolbar in the direction you want to move the tag group.

Manage Tags

Create a Tag

  1. With the Tag Widget open, click the tag group to which you want to add a tag, then click the New Tag button on toolbar near the top of the Tag Widget. The Tag properties form will open.
  2. Give the tag name. For example, if your tag group is a demographic called Gender, the name of the tag could be Male. The name MUST be compatible with the Data Type you assigned to the group.
  3. Optionally give the tag a Value. The Value is available for producing sumations across tags and tag groups. For example, if you define a competency model, this could be the relative value of a particular competency. Or if you are defining ratings (e.g. Strongly Agree, Somewhat Agree, etc.) this could be the numeric value on your ratings scale.
  4. Click OK to save the tag and close the form, or click OK/More to save the tag and begin defining another.

Modify a Tag

  1. With the Tag Widget open, double-click the tag you want to modify. Tag properties form will open.
  2. Modify the tag Name or Value as desired, then click the OK button to save and close the form, or click on another entity to save and bring up its properties form.

Delete a Tag

  1. With the Tag Widget open, click the Tag you want to delete.
  2. Click the Delete button on the toolbar near the top of the Tag Widget. Deleting a tag deletes all the attachments to entities for this tag, so be sure this is what you want to do.

Change Member Group

You may want to move a tag from one group to another for a variety of reasons. For example, it is possible to define a tag in one group when you intended to define it in another. When you move a tag to another group, all attachments to the tag remain in place, so be sure the move is consistent with the constraints that have been defined for the destination tag group.

  1. With the Tag Widget open, click the Tag you want to move.
  2. While holding the left mouse button down, drag the tag onto the desired tag group. The tag will be moved.

Combine tags

You will want to combine tags when you have two or more that have the same meaning. For example, let's say your data comes from a survey where respondents typed their Tenure into a free-style field and some entered "more than three years" while other entered "3 yrs". In such a case you will want the tag group to consist of tags that are a normalization of the values provided by the respondents.

  1. With the Tag Widget open, click the tag you want to get rid of.
  2. While holding your keyboard's Alt key down, drag the tag with your mouse and drop it on the tag you want to keep. The dragged tag will be deleted and all its entity attachments will be moved.

Chat Widget

Symphony's Chat Widget provides chat capabilities between you and other team members that have the same project open as you. You can optionally invite Symphony Support to join your chat.

The Chat Widget displays a list of all team members currently connected to the project you have open. When a team member makes an update to the project, their name briefly changes color. When anyone sends a chat message, all members in the list receive it. If a connected team member doesn't have the chat open, a notice is displayed for them to let them know that chat is available.

How to Open the Chat Widget

To open the Chat Widget, click the Menu button then choose Open Chat Widget.

Send Message

To send a chat message, click the area to the left of the Send button then type your message. When you are ready to send it, either click the Send button or press the Enter key.

Invite Support

When the Invite Support button is visible on the header at the top of the Chat Widget, it means a support individual is available for chat. Click this button to invite them to join.

In lieu of inviting Support, you can click the Help button on the main tool bar to bring up Symphony's Help file.

Toggle Chat Window

You can hide the chat portion of the window without closing the chat. You would do this if there is no immediate chat going on and you want to regain the space on the screen, but want the chat to display as soon as it resumes. In this condition, the Chat Widget still shows the connected team member's names, so it continues to indicate to you when they do something. When a chat message is received, the window expands automatically.

To toggle the chat window in and out of view, click the chevron on the window caption.


Good to Know

This section lists some helpful things to know that may help you get more out of Symphony. When the list is long enough I'll group the items around topics.

  • If an item you want to drop something on has a checkbox or a radio button, you can click the checkbox or radio button instead. It has the same effect as dropping the item on it.
  • Most functions that involve doing something to a selected or highlighted item can be done to multiple items at the same time. Just select a range or hold the Ctrl key down and click items to add them individually.
  • Lists that have multiple columns can be sorted on individual columns by clicking their header. Clicking a second time reverses the sort.
  • When you make a change, it appears on your screen only after it has been processed on the server. If more than one person is working on the same project, the changes are propagated to everyone at the same time.
  • If you have a properties form open then click on another item, any changes you made to the item in the properties form are saved, and the properties form for the item you clicked on will open -- even if it is a different type of item.