ScreenCasts are short YouTube videos designed to help you learn the basics of working with Transana.

Please note that the Transana Tutorial, available in Transana’s Help menu, covers a number of topics not yet covered by the ScreenCasts.

Please also note that prior to Transana 3.1, Transana Basic was called Transana Standard. That terminology may be used in these ScreenCasts.


Transana Overview – A quick overview of the qualitative analysis of media-based data with Transana. (8:41 in length, Transana 3.00 shown.)

Transana’s Analytic Model – An introduction to Transana’s basic terminology and the Transana Analytic Model for Transana 3.0. This ScreenCast underlies all the remaining ScreenCasts. (7:57 in length, for Transana 3.0.)

Transana’s Main Screen – An introduction to Transana’s main screen and how the different parts of the screen interact with each other. (8:06, Transana 3.00 shown)

Bringing Data Files Into Transana

Starting Transana – Professional and Basic versions – This ScreenCast describes how to start Transana, how to create a new database, and how to do first-use configuration. It is applicable Transana 3 Professional and Transana 3 Basic, but does not include some details important to Multiuser Transana 3 or Transana 3 for Computer Labs. (4:22, Transana 3.00 shown)

Using Transana Multiuser – Startup instructions, as well as tips and tricks for using Transana Multiuser. (13:10, Transana Multiuser 3.20 shown)

Creating a Library in Transana – This ScreenCast shows how to create a Library in Transana, which is the first step in bringing source text and media data into the program. (2:34, Transana 3.00 is shown)

Adding your First Text File to Transana – How to add your first text file to Transana for analysis. (3:06, applies to Transana Professional, Multiuser Transana, and Transana for Computer Labs, version 3.00 and higher.

Adding your First Media File to Transana – How to add your first video or audio file to Transana for analysis. (5:34, Transana 3.00 shown)

Import Survey Data – Import Survey Data in a Spreadsheet File into Transana for qualitative analysis (8:44, Transana 3.20 shown)

Batch Episode Creation – This “advanced” ScreenCast shows how to bring an entire Library’s worth of media files into Transana in a single action. It also describes the steps necessary to import existing transcripts at the same time, if you already have transcripts of your media files. (5:45, Transana 2.50 release shown)

Adding Multiple Simultaneous Media Files to Transana – How to add multiple video file for use with Transana’s Multiple Simultaneous Media File feature. (8:13, Transana Professional 3.20 pre-release version shown)

Transcription and Time Codes

Types of Transcripts – Many different types of transcripts are possible with Transana. This video describes a variety of different transcript styles that might be useful in the qualitative analysis of media data. (10:11, Transana 3.20 shown.)

Transcription with Transana – How to transcribe video and audio in Transana. (13:44, Transana 2.50 shown)

Time Codes in Transana – How to insert Time Codes with Transana, linking the transcript and the video, including how to handle overlapping speech. (12:48, Transana 2.50 shown)

Using Speech Recognition Software with Transana – This screencast demonstrates a method of getting speech recognition software to work with Transana. While it’s not as simple as we all wish it was, this WORKS, and can reduce transcription time significantly. (9:08, Transana 3.21 shown)

Transcript Formatting and Transcript Templates – This "advanced" ScreenCast shows how to format your transcript, and how to create Transcript Templates. For Transana 2.50 and higher only. (16:38, Transana 2.50 shown.)

Creating Analytic Codes and Categories

Transana includes several ways of indicating the analytic significance of data. You can code your data with Keywords, and you can categorize your data in Collections. These two systems are to some degree redundant, but we find that these different approaches are useful for different analytic approaches and at different phases of the analytic process. We encourage you to learn both approaches to analyzing data.

Creating Keywords and Keyword Groups – How to create Keywords and Keyword Groups in Transana. This ScreenCast also describes how to view the Keyword Summary Report. (7:30, Transana 3.00 shown)

Default Keywords – You can make sure that coding is added to all Quotes taken from a Document or all Clips taken from an Episode using Default Keywords. (4:05, Transana 3.00 shown)

Creating Collections in Transana – The first step in creating analytic data items in Transana is to create a Collection. This ScreenCast provides some information about the analytic process in Transana and demonstrates creating a Collection. (5:35, Transana 3.00 shown)

Creating, Categorizing, and Coding Data

Analyzing Text-based Data

Creating Standard Quotes – This ScreenCast shows how to create Standard Quotes in the Professional, Multiuser, and Computer Lab versions of Transana 3 as a first step in analyzing text data. (11:36, Transana Professional 3.00 shown.)

Creating Quick Quotes – This ScreenCast shows how to create Quick Quotes in the Professional, Multiuser, and Computer Lab versions of Transana 3 as a first step in analyzing text data. (8:32, Transana Professional 3.00 shown.)

Analyzing Media-based Data

Creating Standard Clips – This ScreenCast shows how to create Standard Clips in Transana 3 as a first step in analyzing media data. (14:04, Transana Professional 3.00 shown.)

Creating Quick Clips – This ScreenCast shows how to create Quick Clips in Transana 3 as a first step in analyzing media data. (8:48, Transana Professional 3.00 shown.)

Creating Clips Without Transcripts – How to create Clips in Transana without Transcribing first. NOTE: This feature is available with Transana 2.61 and higher. (7:54, Transana 2.61a release shown)

Creating Clips with Multiple Simultaneous Media File Data – How to create Clips from Episodes with Multiple Simultaneous Media Files in Transana. (2:57, Transana Professional 3.20 pre-release version shown.)

Analyzing Still Image Data

Still Images in Transana – How to add still images to Transcripts, and how to create Snapshots, which are still images as full-status codable data. (12:43, Transana 2.60 shown)


A Brief Comparison of the Standard and Quick Methods of Creation for Quotes and Clips – This ScreenCast compares the Standard method of creating Quotes and Clips to the Quick method. (5:13, Transana 3.0)

Common Analytic Tasks with Coded Data

Manipulating Quotes, Clips, and Snapshots in Collections – How to analyze video or audio data using Clips in Collections. (7:50, Transana 2.51 shown)

Common Coding Tasks – How to alter codes for existing clips, other common coding tasks in Transana (7:31, Transana 2.53 shown)

NOTE: This ScreenCast shows only coding of Clips in Collections. Please note that you can use these same methods with Quotes (Transana 3.0 and later) and Snapshots (Transana 2.6 and later) as well.

Reports, Maps, and Graphs

Transana’s Text Reports – This ScreenCast describes and demonstrates Transana’s text-based reports, including the Library Report, the Document Report, the Episode Report, the Collection Report, the Keyword Summary Report, and Notes Reports. (11:03, Transana 3.00 shown.)

Transana’s Word Frequency Reports and Word Clouds – ScreenCast demonstrates the use of Word Frequency Reports and Word Clouds in Transana (7:42, Transana 3.10 shown.)

Transana’s Keyword Map Reports – This ScreenCast describes and demonstrates Transana’s graphical Keyword Map reports, including the Document Keyword Map, the Episode Keyword Map, and the Collection Keyword Map. (11:33, Transana 3.00 shown.)

Filter Dialogs and Filter Configurations – This ScreenCast describes Transana’s Filter Dialogs and Filter Configurations. Filter Configurations allow you to save Filter Dialog settings, essentially allowing you to preserve a particular analytic view of your data from anywhere where Transana uses Filter Dialogs. (6:16, Transana 3.00 shown.)


Quick Searches and Search Results – This ScreenCast describes the use of Quick Searches in Transana and demonstrates the functionality of Search Results in Transana. (3:36, Transana 3.00 shown.)

Full Searches – This ScreenCast describes the use of Full Searches in Transana, including demonstrating Transana’s Search Interface, saving Search Specifications, and convert Search Results to Collections in Transana (11:06, Transana 3.00 shown.)

Boolean Basics and the use of Parentheses in Searches in Transana – This ScreenCast shows exactly how Searches work in Transana, demonstrating the basics of boolean logic, describing the use of parentheses, and illustrating an issue that all researchers should be aware of when doing Searches. (6:28, Transana 3.00 shown.)

Writing Tools in Transana

Working with Notes – Transana’s Notes feature is great for writing Analytic Memos, among other things. (14:02, Transana 2.53 shown)

Research Journals and Hyperlinks – This ScreenCast demonstrates Research Journals, which are available in Transana Professional, Transana Multiuser, and Transana for Computer Labs 3.00 and higher. Research Journals allow a different form of analytic writing in Transana than Notes, and are designed to allow researchers to begin writing up the results of their qualitative analyses within Transana. It also introduces Hyperlinks, which are available in all Transana 3.00 and higher versions. Hyperlinks allow researchers to embed links in Documents and Transcripts to Quotes, Clips, Snapshots, and Notes in Transana. When you combine Research Journals and Hyperlinks, you get a very powerful mechanism for describing analytic conclusions linked to the crucial pieces of evidence that support them. (8:42, Transana 3.00 shown)

Media Conversion and File Management

Media Conversion – Transana 2.50 and higher have a special Media Conversion tool. This can often help with media files that don’t work right in Transana. (7:12, Transana 2.50 alpha release shown)

File Management and Update Database – This ScreenCast demonstrates Transana’s File Management tool and shows how to handle the “File cannot be found” image for media files and still images. (4:54, Transana 3.00 shown)

Find Missing Files – What to do when you get the “File cannot be found” error for media and image files in Transana 3.20. This tool also helps when you move or rename media and image files. (5:57, Transana 3.20 shown.)

Additional Topics

Analyzing Sports Video – This stand-alone ScreenCast provides an overview of the analysis of a season of American Football using Transana, aimed at people not familiar with Transana. This video shows the use of an annotated transcript referred to as the Game Log, shows the creation of Quick Clips as a way to code the video, shows the use of the Keyword Map, Episode Report, Collection Report and Play All Clips, and discusses using Searches. (24:16, Transana 2.53 shown)

What has Transana Done for Qualitative Methodology? – This Pecha Kucha presentation was delivered at the 2014 CAQDAS conference sponsored by the CADQAS Networking Project. (6:40, Transana 2.61 shown)

The Data Conversion Utility for Transana 3.00 – The single-user versions of Transana (Basic, Professional, and Computer Lab versions) requires a data conversion process to move databases from version 2.61 and earlier to version 3.00 and later. This ScreenCast explains and demonstrates both the automated process using the Data Conversion Utility and the manual process for converting data. (7:58, Transana 3.00 release shown)