Code Text in a PDF (Create PDF Quick Quotes)

The following video demonstrates how to code text in a PDF file, in other words, how to create a PDF Quick Quote.

Code Text in a PDF Document

This tutorial page describes how to code text from a PDF Document, also known as creating a PDF Quick Quote.

PDF Quick Quotes capture text from the PDF Document, unlike a PDF Quick Snapshot which captures graphics and other visual elements.

To the right, we see a page from a PDF Document. We can see that two parts of the PDF have already been coded.

We want to code the Instructions to the patient with our Analytic Codes : Instructions keyword. To start this process, we need to change the mode from Review to Code Text. We then need to use a combination of zooming, resizing, and repositioning to frame the text we want to code in the PDF Window.

Once our selection is satisfactorily framed, we double-click the desired Keyword in the Data Window to trigger creation of the PDF Quick Quote.

Transana will create a Quick Quotes and Clips Collection if it does not already exist. It will automatically make a Text Rectangle selection around the periphery of the PDF Window, selecting all text currently visible. It will then create an automatically-named Quick Quote.

Now press the Restore Last Save button in the PDF Window Toolbar to show your whole PDF page, including your newly coded selection.

Analytic Memos

It’s now a good idea to create more analytic memos. No action in Transana should be considered finished until you have written about it in an analytic memo.

Right-click (Ctrl-click on macOS) the PDF Quote you just created and choose Add Quote Note from the popup menu. Name the new Note and enter your initials as NoteTaker. Press OK.

Press Ctrl-T on Windows or Cmd-T on macOS to insert a date-time stamp in the note. It’s usually a good idea to record information about why you made the exact selection you did and why you chose the coding you did, as well as how this Quote fits into the larger study.  When you are done, close the Quote Note.