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FIVE WORKFLOW STEPS · CONCEPTUAL SKETCH

QT / A LOCAL RESEARCH WORKBENCH

Many tools.
This one is yours.

A workspace for qualitative research. Your passages, codes and decisions.

Full online workspace · Upload, code, save and export

FOLLOW THE RECORD ↓
01 / THE WORKFLOW

Five pieces.
Room to make it yours.

A small core. Use the tools that help.

  1. Explore Import ↘
  2. Explore Coding ↘
  3. Explore Analysis ↘
  4. Explore Plotting ↘
  5. Explore Export ↘

Select blocks to undock or reconnect them. The sketch illustrates a route; it does not change your project.

What can I switch on or off in QT?

These are five workflow steps. In the workbench, configure theme grouping, memos, AI suggestions, Insights, Audit and Figures in Tools → Capability blocks. Core documents, codes and codings remain available. AI requires configuration, request preview and confirmation.

Configure your workspace ↗
02 / FOLLOW THE RECORD

One workflow.
Every connection in view.

Scroll to follow. Hover or focus to explore.

  1. Queue TXT or DOCX files. Review progress, retry failures and decide whether to keep a duplicate. Preserve the original words and source ranges.

    Try it in the workbench ↗
    Workbench recording & steps
    1. Queue .txt or .docx files.
    2. Review progress and duplicate choices.
    3. Retry failed files; open saved documents.
    Real workspace recording · ImportThe imported Bologna document, its saved receipt and current reading controls in QT.
  2. Select the words and assign a code with an explicit Theme, Category or Code role. Mark Read or Revisit; compare reading and coding coverage. Keep and Resume preserve your place.

    Try it in the workbench ↗
    Workbench recording & steps
    1. Drag across a passage.
    2. Type a code name, press Enter.
    3. Code the same stretch twice if two ideas share it.
    Real workspace recording · CodingOne demonstration coding saved in the Bologna copy, with its full theme and code path.
  3. Trace highlighted passages through codes to their theme. Hover, focus or tap any node to follow its saved connections.

    Try it in the workbench ↗
    Workbench recording & steps
    1. Open the Insights view.
    2. Trace the network, counts and source passages.
    3. For Comparative QCA, calibrate cases and freeze a run.
    Real workspace recording · AnalysisThe QT relationship map with passage nodes expanded and an exact source quotation selected.
  4. Explore saved connections across themes. Select a code to trace its highlighted source.

    Try it in the workbench ↗
  5. Comparative QCA has its own calibration workflow. Define cases, conditions and an outcome; justify 0 or 1, inspect the truth table and freeze a conservative result. Counts do not become memberships.

    Try it in the workbench ↗
  6. Each bar reads one exported CSV row. Explore the original counts without treating frequency as importance.

    Full figure, counts & source →
    Workbench recording & steps
    1. Pick a figure type.
    2. Adjust only the controls that figure reads.
    3. Download the figure, the counts and the script.
    Real workspace recording · PlottingThe rendered theme frequency figure, its controls and the figure-and-script download in QT.
  7. Move the frame across the complete original. Inspect the enlarged cells and their exact exported values.

    Full figure, counts & source →
  8. Magnify the original matrix and inspect exported pairs. Cells without a CSV row are labelled explicitly.

    Full figure, counts & source →
  9. Read the saved code rows under each theme. Browse eight named bars at a time, or select any of the 259 exported rows.

    Full figure, counts & source →
  10. Follow all 19 interview steps. Read cumulative and newly encountered codes directly from the saved CSV.

    Full figure, counts & source →
  11. Export the coded full-text notebook and editable Research report. Keep the selected method, process map, Analysis Table and Narrative Analysis together with figures and reproducible code. Restore the project from JSON.

    Try it in the workbench ↗
    Workbench recording & steps
    1. Choose the document scope.
    2. Export the coded notebook as HTML or editable Word.
    3. Save a Research report with your method, writing, figures and code.
    Real workspace recording · ExportA verified project JSON download in QT: filename, bytes and content preview. This recording predates coded transcript HTML and Word.
03 / THE SOURCE

A record you can check.

From a public archive to inspectable evidence.

01 / PUBLIC SOURCEBolognaCC0 1.0

What do we mean by 'data' in the arts and humanities? Interview transcripts (University of Bologna)

Gualandi, Bianca; Pareschi, Luca; Peroni, Silvio · 2022 · Italian

Transcripts, a three-level codebook and offsets that verify — the corpus behind the demo and the worked example.

Dataset record ↗ · CC0 1.0

Archive SHA-256 · b41044d9801b

02 / LOCAL RECORDSource → code → theme19 interviews · 317 codes · 874 codings

The original Italian text, saved code paths and character ranges remain inspectable. This is the existing Bologna coding record, not a new analysis.

Inspect the record ↗
03 / CHECKABLE EXPORTSFigure + counts + codeOriginal SVG · CSV · generation script

The report verifies exported files against the manifest. Explore a value, inspect the complete table and keep the original figure.

Read the example ↗ · File hashes ↗
Data cards & licences

This page and the report use the Bologna CC0 corpus. Its original Italian text and researcher coding are preserved. Other importer fixtures remain available below.

  • What do we mean by 'data' in the arts and humanities? Interview transcripts (University of Bologna)

    Gualandi, Bianca; Pareschi, Luca; Peroni, Silvio · 2022 · Italian

    Transcripts, a three-level codebook and offsets that verify — the corpus behind the demo and the worked example.

    sha256:b41044d9801b

Other public importer fixtures
  • ACC BY-SA 4.0 · ShareAlike

    Semi-structured interviews with linguists about Open Science

    Elen Le Foll · 2025 · English (25 files) + German (1)

    Coded passages without transcripts — exercises the importer and the figure benchmarks.

    sha256:e4c5774b3703

  • Publishing Reproducible Research Outputs — thematic coding

    Lucia Loffreda & Andrea Chiarelli · 2021 · English

    A second coding table in a different exporter's shape — the importer has to survive it.

    sha256:120362320931

  • Interview Code Analysis (healthcare professionals)

    Wosny, Marie · 2023 · English

    A frequency report across many theme sheets, no transcript — hierarchy and frequency figures only.

    sha256:51811fd65fae

  • FAIRqual workshop codebook

    FAIRqual project · 2024 · English

    A small category and subcategory table — a fixture for the hierarchy figure.

    sha256:34cde62787d3

04 / THREE APPROACHES

One record.
Choose your method.

TA, qualitative content analysis or Comparative QCA. Each report saves its selected method and process map. Open an approach to explore.

Explore the Comparative QCA workflow ↑
PASSAGES → CODES → THEMES
TA / THEMATIC ANALYSISInterpret patterns of meaning.Keep the connections. Write the interpretation.

For reflexive thematic analysis, researchers develop and revisit themes through interpretation and writing. QT keeps the saved links and memos; it does not produce that interpretation.

Thematic Analysis

METHOD MAP M1 · v1

Procedure overview, not a completion record. Document your chosen approach and decisions.

  1. Engage with source

    Read and revisit the full material; record your analytic position.

  2. Code passages

    Link precise excerpts to researcher-defined codes.

  3. Develop candidate themes

    Explore patterns of meaning across the coded material.

  4. Review with full source

    Reconsider candidate themes against excerpts and wider context.

  5. Define themes

    Clarify the scope, central meaning and names of the themes.

  6. Write with evidence

    Develop the narrative with quotations and contextual interpretation.

Revisit 04 → 02 · 05 → 03

A general TA orientation, not a declared subtype. Document your chosen approach; reflexive TA is one approach within the family.

Braun and Clarke · reflexive TA guidance (one TA approach) ↗

Save this method and map with your Research report in Export. HTML, editable Word and the report ZIP keep that saved version. Word edits stay in Word.

CATEGORIES × CASES → COUNTS
CA / CONTENT ANALYSISInspect categories and counts.Read recorded coding activity in context.

Qualitative content analysis also interprets meaning. QT preserves your saved hierarchy, descriptive counts and a document-by-code matrix; it does not calculate inter-coder agreement.

Qualitative Content Analysis

METHOD MAP M1 · v1

Procedure overview, not a completion record. Document your chosen approach and decisions.

  1. Declare unit and approach

    Document what is analysed and the chosen content analysis approach.

  2. Select meaning units

    Identify relevant passages while retaining their surrounding context.

  3. Condense when appropriate

    Shorten meaning units only when this fits the analytic design.

  4. Code and review categories

    Compare codes and refine categories with explicit analytic decisions.

  5. Interpret in context

    Consider meaning and abstraction; themes are optional, design-dependent.

  6. Write with evidence

    Connect categories, interpretation and source quotations in the report.

Revisit 05 → 02

Content analysis is a complete method. It is not a compulsory preliminary stage for TA or Comparative QCA.

Graneheim and Lundman (2004) · concepts and procedures ↗

Save this method and map with your Research report in Export. HTML, editable Word and the report ZIP keep that saved version. Word edits stay in Word.

CASES → SETS → CONFIGURATIONS
QCA / COMPARATIVE ANALYSISCompare calibrated configurations.Define the cases. Justify every membership.

In Insights, calibrate binary conditions and an outcome, review the complete truth table and conservative solutions, then export the frozen result with standalone code. Up to 100 cases and six conditions; no logical remainders or fuzzy sets.

Qualitative Comparative Analysis

METHOD MAP M1 · v1

Procedure overview, not a completion record. Document your chosen approach and decisions.

  1. Define cases and sources

    Declare the case unit and map each case to its source records.

  2. Define conditions and outcome

    Document each set definition and explicit membership rules.

  3. Calibrate explicit 0 or 1

    Record researcher judgments, reasons and evidence; missing is not zero.

  4. Review truth table and thresholds

    Inspect all configurations, mixed outcomes and declared cutoffs.

  5. Conservative configurations and necessity

    Use eligible observed configurations; no logical remainders.

  6. Check cases and write

    Review cases and counterexamples before interpreting set relations.

Revisit 06 → 03

Binary crisp-set, conservative, no logical remainders. Set relations do not establish causal proof.

QCA package · truthTable ↗QCA package · minimize ↗

Save this method and map with your Research report in Export. HTML, editable Word and the report ZIP keep that saved version. Word edits stay in Word.

Report writing & method status

Available in Export: edit an Analysis Table and Narrative Analysis, choose saved quotations, compare and restore versions, and download HTML or editable Word. Save up to five figures with editable captions, frozen counts and code; download the complete report bundle. Project JSON preserves retained versions and shared figure assets. Changed coding is flagged; evidence refresh is explicit. Word edits stay in Word.

Comparative QCA scope
The binary conservative workflow is available in Insights. Fuzzy and multi-value sets, PRI filtering, intermediate and parsimonious minimisation are outside this implementation. Code counts remain separate; interpretation and calibration remain researcher decisions.
Full comparison & references

Three methods with distinct decisions.

TA and qualitative content analysis share passage coding, hierarchies and memos. Comparative QCA adds explicit case and set calibration. Choose the method that fits the research question; interpretation and reporting remain your work.

Thematic analysis, qualitative content analysis and Comparative QCA
ApproachResearch questionUnit of analysisCoding approachOutputsReliabilityReflexivityHow far this tool carries it
Reflexive thematic analysis (one TA approach)What do participants make of X, and what does the field take it to mean?The coded meaning — a pattern across the corpus, not a single utterance.Researchers develop codes from the data or with theoretical guidance, then develop and revisit themes. Specify the TA approach used.Themes with defining quotations; a written narrative of each theme.For reflexive TA, inter-coder agreement is not the quality criterion; show reflexive engagement and a coherent interpretation. (Braun & Clarke, 2019)Central. The researcher’s stance is part of the analysis and belongs in the write-up. (Braun & Clarke, 2019)Carries the mechanics, memos and evidence. In Export, choose Thematic Analysis and write, save and restore your report with a method-specific review checklist. Theme development and interpretation remain researcher decisions.
Qualitative content analysis (CA)How can the content and its meaning be interpreted through categories?The coded unit — a defined stretch of text placed in a category.Conventional approaches derive categories from data; directed approaches start with theory. Summative approaches combine counting with contextual interpretation.Categories with contextual interpretation; descriptive counts or matrices where justified.Conventional, directed and summative approaches have different coding and trustworthiness considerations. (Hsieh & Shannon, 2005)Describe how the analyst developed categories and inclusion rules and interpreted their context.Carries saved coding, descriptive counts and evidence. In Export, choose Qualitative Content Analysis to edit the Analysis Table, interpretation, method decisions and narrative. Agreement across coders is not computed here.
Qualitative Comparative Analysis (QCA)Which calibrated configurations relate to a defined outcome set?An explicitly identified case, with one or several mapped source documents.Researchers define conditions and an outcome, then justify every binary membership with decision rules, rationale and optional exact quotations. Code frequencies are not memberships.Complete truth table, conservative configuration solutions, necessity checks and researcher-written interpretation.Review contradictory cases, frequency and consistency cutoffs, alternative minimal solutions and the limits of the case design. A configuration does not automatically establish a causal claim.Record calibration choices, theoretical basis, source evidence, counterexamples and limits.Available in Insights: one to six binary conditions, one outcome and up to 100 cases. Save calibration, run conservative QCA without logical remainders, then bind the frozen result to an editable report and export data with standalone code.
  1. Braun, V., & Clarke, V. (2006). Using thematic analysis in psychology. Qualitative Research in Psychology, 3(2), 77–101. https://doi.org/10.1191/1478088706qp063oa
  2. Braun, V., & Clarke, V. (2019). Reflecting on reflexive thematic analysis. Qualitative Research in Sport, Exercise and Health, 11(4), 589–597. https://doi.org/10.1080/2159676X.2019.1628806
  3. Hsieh, H.-F., & Shannon, S. E. (2005). Three approaches to qualitative content analysis. Qualitative Health Research, 15(9), 1277–1288. https://doi.org/10.1177/1049732305276687
  4. Dușa, A. (2019). QCA with R. A Comprehensive Resource. Springer. https://doi.org/10.1007/978-3-319-75668-4
  5. Krippendorff, K. (2019). Content analysis: An introduction to its methodology (4th ed.). SAGE. ISBN 978-1-5063-9566-1
05 / WHAT WE LEAVE OUT

Less to navigate.
More room to think.

Keep the mechanics clear. Keep judgement with the researcher.

01Automatic codingThe model proposes; you review each suggestion.WHY +

A one-click codebook would be easy to build and would remove the thing that makes the analysis valid. The model proposes; a person decides, and the decision is recorded.

NVivo, MAXQDA and ATLAS.ti all ship autocoding or AI-assist features.

02Uncontrolled sharingPrivate accounts, separate projects, explicit exports.WHY +

The online workspace saves files on the QT server in your own account. Projects are not public. Share an export only when you choose; local use remains available.

Use the local workspace when a study requires files to remain on your own machine.

03Real-time collaborationShare a portable project file, with its record.WHY +

Sharing live means accounts, conflict resolution and a server holding the data. The project file is portable instead: hand it over and both copies can be compared.

The hosted tools above, which are built for shared projects.

04Semantic (vector) searchReview exact text matches and their source ranges.WHY +

A researcher looking for every quotation about data sharing wants to know why each one came back. Keyword search is explainable; embeddings are not.

That was the first reason, and it is withdrawn: explainability was the wrong frame. The questions this tool answers are enumerable and reviewable — every quotation that mentions data sharing, shown with its offsets — and a recall that cannot be pointed at changes what the product is, not how well it searches.

Keyword hits can be shown; vector recall cannot. The product boundary holds. (Revised 2026-10; the earlier reason is struck through above.)

A local embedding search over the exported JSON, if you want one.

Snapshots: restore entry is wide-screen only

The restore button and its dialog are hidden below 800px, because restoring a project from a backup is something you do at the computer the project lives on. Automatic snapshots keep being written after every change, on a phone too — only the restore entry is desktop-only.