Researchware, Inc.

HyperRESEARCH 4.0 offers these new features and enhancements:

• View, code, retrieve, and print PDF sources
• Perform smart adjustments to the extent of a coded segment with the new Position Adjuster tool
• Create and export reports in new table layout
• New visualization options for analyzing code frequencies
• Export data, reports, and code frequencies in a variety of new formats, including RTF, Word, PDF, and Excel
• New Autocode options for more precise matching of search phrases

 In addition, version 4.0 includes Sneak Previews of two new tools:

• Intercoder Reliability for quantifying the degree to which different coders agree or disagree
• Advanced Filters for locating concurrent code references, and finding code references whose source material includes a particular word or phrase 

Note: Sneak Preview tools are still in active development. They are offered as a preview to give you a first look at new features coming to HyperRESEARCH, and for the convenience of those who want early access to these capabilities.

New feature: PDF source files

HyperRESEARCH now supports using PDFs as sources.

• You can view, code, and print PDF source files, with all the same capabilities of textual, image, audio, and video sources.
• Tools such as the Report Builder and Word Counter work with PDF sources the same way as with other sources.

To open a PDF source, choose Sources → Open PDF File.

Code text or rectangular selections:

In any PDF, you can select a rectangle on a page to code. (This works like a selection in an image source.)

If the PDF contains text, you can select and code any passage of text. (This works like a selection in a text source.)

Your codes appear in the Codes in Context pane on the left side of the source window.

Standard controls for navigating through pages and for zooming in and out:

To move through the pages of a multi-page PDF, use the arrows at the top of the PDF window. You can also enter a page number in the Page box and press Enter to go directly to that page.

Use the small and large A buttons to increase or decrease the size of the PDF. Or use the keyboard shortcuts, Command-plus and Command-minus (on macOS) or Control-plus and Control-minus (on Windows).

New feature: Position Adjuster tool

The Position Adjuster updates a code reference, changing which part of the source is coded. Use it to correct a code reference with the wrong segment selected, or to change an existing code reference to include more or less material.

To work with the Position Adjuster, choose Tools → Position Adjuster:

You can use the Position Adjuster to update a code reference for any kind of source: text, image, movie or audio, or PDF. Use the controls to change the coded portion in the way that best works for you:

• Change the start or end position by a specified amount in either direction, to add or remove material at the boundary of the coded segment.
• Change both start and end position to move the location of the coded segment.
• Select additional source material to add to the existing code reference. 

Enhancements: Report Builder

The Report Builder tool now has improved layout capabiity, more sorting options, and the ability to export in new formats.

Table-style report layout:

The new Table layout presents your report in rows and columns. You can sort the report by any column by clicking the column header.

(To see a report in the original layout used in previous versions of the Report Builder, choose the

Document option.)

Media content in reports:

Reports now include media content. Coded image and PDF image segments, a single frame from coded video segments, and coded text appear in your report, if the Coded Source Material box is checked.

Sorting by code group:

You can now sort code references in order by code group. If you choose this sort option, the code references appear in the same order as the codes appear in the Code Book, with each group of codes clustered together. Use this option to sort the report by code, while still respecting your code group structure.

New formats for exporting reports:

Document-style reports can now be exported as text, RTF, Word, or PDF files. Table-style reports can be exported as Excel (.xlsx) files.

Additional report features and enhancements:

• You can now include the groups a code belongs to in the list of all codes or the list of filtered codes.
• You can also include a code’s group memberships whenever a code is mentioned in a code reference.
• When exporting a report, Report Builder can now automatically open the report in an appropriate application. (Check the Open Exported Report box before clicking Export Report.)

Enhancements: Frequency Report tool

In version 4.0, the Frequency Report tool has been completely re-imagined, with new charts, lists, and table views to help you visualize and analyze code frequencies throughout your study.

Charts and graphs of code frequencies:

In the new Graph view, you can view code frequencies in a variety of chart styles: bar chart, column

(vertical bar) chart, pie chart, or line graph.

Codes are color-coded. To include a legend with each code’s color and number of occurrences, check the

Show Legend box.

Code group frequency breakdowns:

In the new Tree view, you can see codes listed by group, as they appear in the code book. Each group and subgroup includes the total frequency for codes in the group.

Code cloud view:

The Cloud view shows a Code Cloud (like a word cloud), with each code sized in proportion to how often it is used in your study:

Use the Showing slider on the left side of the window to adjust how many codes are shown in the cloud.

Matrix view of codes and cases:

The new Table view shows a code matrix, displaying each code’s frequency in each case. 

Codes are shown in the first column, and there is a column for each case showing the number of times the code was used in that case. The Subtotal column on the far right shows the total number of uses of each code in all the cases shown. The Subtotal row at the bottom provides the total number of code references in each case.

The matrix is shown sorted by code.

• To sort instead by the number of uses in a particular case, click the case’s column header.
• To sort by the total number of times the code has been used, click the Subtotal header. (Click again to sort in reverse.)

New export formats:

All charts, lists, and tables created by the Frequency Report tool can be exported by clicking Export at the bottom left of the Frequency Report window:

• The Statistics and Code Tree views can be exported in the following formats: Excel (.xlsx), Word, RTF, plain text, HTML, or PDF.
• The Table view can be exported as an Excel, CSV, tab-separated text (TSV), or PDF file. (You can also export the first fifteen codes as a CHIP file, for use with Student CHIP.) 
• The Code Cloud view can be exported as an HTML, PNG, JPEG, GIF, PBM, or PDF file.
• All charts in the Graph view can be exported as a PNG, JPEG, GIF, or PDF file. 

Additional features and enhancements:

• The Frequency Report tool now updates itself continually as you code more material.
• You can now ignore codes that aren’t used in your study, for a view of code frequency that is uncluttered by currently-unused codes. Check the Exclude Unused Codes box at the bottom left of the Frequency Report window. 

Enhancements: Autocode

Autocode is now more powerful than ever, with new word-match options, wildcards to find partial matches for a search phrase, and a way to avoid duplicate codes when the same search phrase is found more than once in a coded segment of text.

Searching by word:

In addition to finding your search phrase wherever it occurs, you can now restrict the search to only an entire word (or words), the start of a word, or the end of a word. Choose a Match Mode option in the Phrases view to restrict your search.

Case matching:

By default, Autocode finds your search phrase regardless of capitalization. However, this can be inconvenient when searching for names or acronyms, where capitalization matters. (For example, if you want to search for the acronym “IT” without also coding every occurrence of the word “it”, you will need to specify that you want only the capitalized term.)

To control whether Autocode uses capitalization, check the Match Case box (and make sure to enter your search phrase with the exact capitalization you want).

Wildcard searches:

Wildcards are special characters that you can use to stand for unknown characters in a search phrase. You use * (asterisk) to substitute for any number of characters, or ? (question mark) to substitute for a single character:

explor* matches words like “explore” or “exploration” or “exploring”

Speaker ? matches phrases like “Speaker 1” or “Speaker 2” or “Speaker A”

You can use wildcards to search for a phrase without specifying the whole thing, or to search for a number of similar phrases all at once.

Duplicate handling:

If you include additional text in your Autocode search, Autocode may find that text more than once in the coded segment. For example, if you specify that you want to code the entire paragraph where “family” is found, and the word “family” occurs more than once in a paragraph, Autocode can find both occurrences and codes the paragraph twice—once for each occurrence.

This may be useful at times—for example, if you want to weight the code by the number of occurrences, you can look at the number of times the paragraph is coded to figure out how many times “family” appears in it. However, most of the time, the duplicate occurrences are simply clutter.

You can now control whether Autocode creates duplicate codes by checking or unchecking the

Duplicate Codes For Each Occurrence box.

Status reports:

Autocode now reports its progress during the process. By looking at the bottom of the Autocode window, you can see which case, source, and term is currently being autocoded, along with how many occurrences have been found so far.

Sneak Preview: Intercoder Reliability tool

The Intercoder Reliability tool is useful when more than one person works on the coding for your study. It quantifies how closely your coders agree with each other, assuring you that the coding is objective and reproducible, rather than simply a subjective view of the particular coder who handled a piece of source data.

Note: The Intercoder Reliability tool is still in active development. It is offered now as a preview to give you a first look at new features coming to HyperRESEARCH, and for the convenience of those who want early access to these capabilities.

The Intercoder Reliability tool requires a sample of source material that each coder has coded independently in order to make comparisons. It computes the following commonly-used measurements of intercoder agreement:

• simple agreement (in percentage or ratio terms)
• Scott’s Pi
• Cohen’s Kappa
• Krippendorf’s Alpha

To use the Intercoder Reliability tool, choose Tools → Intercoder Reliability.

Sneak Preview: Advanced Filters tool

The Advanced Filters tool adds code concurrency and text content discriminators to HyperRESEARCH’s code filters. Using the Advanced Filters tool, you can narrow down your study to examine only the set of code references you want to work with and analyze at the moment.

Note: The Advanced Filters tool is still in active development. It is offered now as a preview to give you a first look at new features coming to HyperRESEARCH, and for the convenience of those who want early access to these capabilities.

Filters let you choose certain code references and cases to work with, temporarily hiding all other data in your study. You can use the filter capability to analyze selected subsets of your data. HyperRESEARCH lets you filter based on source file, specific

codes used, whether two codes are used for the same segment of source material, and other criteria.

The Advanced Filters tool adds two new capabilities:

• Find all the places where a certain code or codes are used, concurrently with each other or with any other code.
• Find all the code references where the coded segment contains a certain word or phrase

To use the Advanced Filters tool, choose Tools → Advanced Filters.

More changes and enhancements

HyperRESEARCH 4.0 includes a variety of cosmetic and functional enhancements, including the following:

Improvements to filtering:

• You can now refine your filter by selecting individual code references., either hiding the selected references, or hiding all references that aren’t selected.
• The Frequency Report tool now has an option to show information only for filtered codes and cases, so you can obtain code frequencies for a selected subset of your study as well as the whole thing.
• The filter options have been renamed for greater clarity. (For detailed descriptions, see the information under “Filter Code References” in the Codes menu, and the information under “Filter Cases” in the Cases menu.)

New export formats:

• The File → Export Data command now supports exporting most data in RTF, Microsoft Word, Web (HTML file), and PDF formats, as well as plain text.
• The Frequency Report tool now supports exporting textual data and tables as Excel, RTF, Word, Web (HTML file), and PDF files, as well as tab-delimited text. Graphical data can be exported as PNG, GIF, JPEG, or PDF files.
• The Report Builder now supports exporting in Microsoft Excel, RTF, Microsoft Word, and PDF formats, as well as plain text.

Other changes and improvements:

• Edit → Find can now search in the study window, Code Book window, Annotation window, and Code Map window, as well as the source window
• When using the Edit → Find command in a source window, the found text is now selected and ready to code. 
• The Edit menu now has separate menu items to Cut (or Copy) a code or case. This means that you can cut or copy a case, even if code references are currently selected.
• You can now import a code book (using the Export List command in the Edit Code menu at the top of the Code Book window) from a Word or Excel file, in addition to plain text.
• Improved handling when you try to save a file that has been moved or renamed while it’s open, or which is no longer available (for example, on a thumb drive which has been removed) 
• Most windows are now automatically updated when your study changes. (For example, the Frequency Report window updates itself with new information when you add codes or code new information, or when you open a different study.)
• The command-line installation option no longer requires a chmod command after installing HyperRESEARCH on macOS. The application is now automatically made executable during the installation. (For more information about command-line installation, see Installation and Requirements.)
• The Study Packager tool is now more robust when moving files between macOS and Windows.
• The backdrop has been removed from the Options/Preferences window.
• Over 370 more bug fixes and stability improvements to all parts of HyperRESEARCH.

Updating from a previous version

For version 4.0, HyperRESEARCH has a new file format. You can open study files from previous versions in 4.0, but you cannot open study files saved in 4.0 in older versions. (Other HyperRESEARCH files, such as settings files for the Report Builder, Theory Builder, or filters, can be used in any version and do not need to be converted.)

The new file format has the extension “.hs4”. Study files created by previous versions have the extension “.hs2”.

Updating from version 2.0 through 3.7.5:

To open a file that you created in a previous version of HyperRESEARCH, choose File → Convert

Version 2-3 Study. Your old study will open in HyperRESEARCH.

If your study uses any text sources, HyperRESEARCH updates the locations of code references in those sources. This process is automatic and usually takes only a few seconds. 

If HyperRESEARCH can’t find one or more text sources, it asks you to locate them. (If you no longer have access to a text source that’s used in your study, but you need to open the study in HyperRESEARCH 4.0, please contact support@researchware.com for assistance.)

Note: HyperRESEARCH 4.0 no longer supports WMA, WMV, AVI, or MPEG files as audio and video sources. If your older study file uses sources of these types, HyperRESEARCH warns you when converting the file. To use your existing coding, you will need to convert these sources to a format HyperRESEARCH 4.0 can use. (For more information about file formats, see File Types.)

When you click a code reference that uses one of these files, HyperRESEARCH asks you to locate the converted file. Once you select the converted file, your code references for that source are automatically updated to use the converted source.

Once your study file is converted to 4.0 format, be sure to save it (with the “.hs4” extension). You can either leave your previous “.hs2” file as a backup, or delete it. The next time you start HyperRESEARCH, your newly saved 4.0-format file will appear in the Recent Studies list.

Updating from versions before 2.0:

If you have study files that were created in a version of HyperRESEARCH earlier than 2.0, please contact support@researchware.com for help converting them to use in the new version.

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