TRANSANA BASIC
TUTORIAL OVERVIEW

Tutorial Overview

This overview provides a map of all relevant pages in the Transana Basic Tutorial. Each link will open in a new tab, allowing you to easily return here by closing that tab.

Transana is a very powerful qualitative analysis program. Whle Transana Basic limits analysis to video and audio data, it enables this analysis using many different analytic methodologies in different analytic styles.

The Transana Tutorial is very comprehensive. There are a lot of sections here to cover most things one can do with Transana. There’s a lot of detail.

The Tutorial is mostly linear from top to bottom. You probably won’t want to visit all of the topics, especially your first time through the Tutorial. You can always come back to explore the depths of what Transana can do in all of its complex glory at a later time.

If you have questions or comments, please let us know. We are always happy to hear from Transana users.

Ask a Question or Report an Issue

Revision Pending

Unfortunately, parts of the Tutorial are showing their age. Transana is constantly advancing, and we can’t always update every page and video when we add new features. We are working on updating the Tutorial during the summer of 2023. Pages we still need to review are marked with an *. We apologize that some pages contain out-dated, inaccurate information at the moment.

Introduction

These pages cover introductory information that will help you learn to start and configure Transana and to understand some fundamental concepts concerning how to work with Transana.

Introductory Videos

Starting Transana Basic and New Database Configuration

Transana’s Main Screen

Transana’s Analytic Model

Transana Basic’s Organizational Structure

Adding Source Data

The first step in any qualitative analysis is to bring your source data into Transana.

Source data is placed in Libraries in Transana. Libraries are organizational structures that allow you to group your source data in ways that make it easier to find what you are looking for later in the process. Some projects use a single library, while others use multiple libraries to organize large collections of data.

The first step in adding source data to Transana is to create a Library.

Create a Library *

Once you have created a Library, you add your source data files.

Data Type	Add Source Data
Media (Video and Audio) data Overview and common tasks	Working with Media Files * Preparing Media Files for Analysis * Waveforms * Transana provides many options for transcription. See the Transcription section below. Loading Existing Episodes and Controlling Media Playback *
– Media data paired with a transcript	Import a Media File * (Create an Episode) Add a new or existing Transcript * – or – Generate an automated transcript
– Media data with no transcript	Import a Media File * (Create an Episode) Create a Blank Transcript

Data Type

Add Source Data

Media (Video and Audio) data
Overview and common tasks

Working with Media Files *

Preparing Media Files for Analysis *

Waveforms *

Transana provides many options for transcription. See the Transcription section below.

Loading Existing Episodes and Controlling Media Playback *

– Media data paired with a transcript

Import a Media File * (Create an Episode)

Add a new or existing Transcript *
– or –
Generate an automated transcript

– Media data with no transcript

Import a Media File * (Create an Episode)

Create a Blank Transcript

Adding Multiple Data Files

Transana includes tools for adding large amounts of data easily.

Batch Episode Creation *

Transcription

Video recordings represent an abstraction from an activity or event in reality. A video cannot capture all aspects of the event recorded. A thousand analytic decisions influence how useful the video is, including when the recording is started and stopped, where the camera is placed, where the camera is pointed, how the image is framed by zooming, where microphones are placed, how many cameras are used, and how intrusive the recording operation is allowed to be. The video cannot capture everything. Still, video can be a very useful tool for research.

Transcripts represent a further degree of abstraction. A transcript cannot capture all aspects of data in a video. What is captured in the transcript? Speech is common, but to what level of detail? Are sounds that are not words included? “Um”s and “uh”s and partial words in imperfect spoken language, and to what level of detail? How is intonation represented, if at all? Movement? Posture? Body language? Facial expression? Does a participant’s sarcasm, grief, or excitement come through clearly? How does one reflect the surroundings, the environment where an interview occurs? How do you transcribe music, or dance? Do you even have time to transcribe, given that the customer wants a summary analysis by Tuesday? Another thousand analytic decisions must be made.

The following describes how to transcribe in Transana. What you transcribe and how you transcribe are up to you.

Types of Transcripts

Manual Transcription *

Transana’s Built-In Transcription Shortcut Keys

Automated Transcription using Speechmatics Server

Add Time Codes *

Advanced Time Codes *

Transcript Formatting *

Transcript Templates *

Transcript Autocomplete *

Define New Transcription Shortcuts *

Loading Existing Media Files and Controlling Media Playback *

Add a Still Image to a Transcript *

Preparing for Analysis

The general model for analyzing data in Transana is to follow these steps:

Bring source data into Transana
Make a selection to indicate a portion of that source data that is analytically important
Use either Coding or Categorization to indicate what is analytically important about that selection in the source data.

This page describes Categorization and Coding, and describes how to get started with both, creating Keywords for Coding and creating Collections for Categorization.

Analysis in Transana – an Overview *

Coding and Categorization

Creating Keyword Groups and Keywords *

Default Keywords *

Keyword Summary Report *

Create a Collection *

Making Selections

Now that we have source data in the system and we have set up a coding system and a categorization system, we can get into the topic of making analytic selections from source data and assigning analytic meaning to these selections.

Data Type	Select and Code	Select and Categorize
Video and Audio (Overview and common tasks)	Viewing Clips * Code an existing Clip *
– Media Data with Transcripts	Code a Selection from an Episode with a Transcript * (Create a Quick Clip)	Categorize a Selection from an Episode with a Transcript * (Create a Standard Clip)
– Media Files without Transcripts	Code a Selection from an Episode without a Transcript * (Create a Quick Clip without Transcripts)	Categorize a Selection from an Episode without a Transcript * (Create a Standard Clip without Transcripts)

Data Type

Select and Code

Select and Categorize

Video and Audio
(Overview and common tasks)

Viewing Clips *

Code an existing Clip *

– Media Data with Transcripts

Code a Selection from an Episode with a Transcript *
(Create a Quick Clip)

Categorize a Selection from an Episode with a Transcript *
(Create a Standard Clip)

– Media Files without Transcripts

Code a Selection from an Episode without a Transcript *
(Create a Quick Clip without Transcripts)

Categorize a Selection from an Episode without a Transcript *
(Create a Standard Clip without Transcripts)

Manipulating Selections

Once you have made initial selections, it is common to re-code and re-categorize those selections as your understanding of the data shifts and grows more complex.

Changing the size of selections *

Working with Codes * (renaming, deleting, etc.)

Working with Collections *

Common Coding Tasks *

Visualizations and Filters *

Additional Tabs in the Data Window *