Categorize Text in a PDF File (Create PDF Standard Quotes)

The following video demonstrates how to categorize text from a PDF File, that is, how to create a PDF Standard Quote.

Categorize Text in a PDF Document

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

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 select and categorize the Instructions to the patient, but we also want to leave important context visible around the instructions. To start this process, we need to change the mode in our PDF Window 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 PDF is satisfactorily framed, we draw a text rectangle around the instructions to indicate our analytic selection (what is analytically significant), which can differ from our analytic framing (the context). We then double-click the Collection in the Data Window where we want to place our PDF Quote to trigger Quote creation.

The Add PDF Quote window will be displayed, as show to the right. We will give our PDF Quote the ID Instructions

You may need to edit the Quote Text. PDF Documents sometimes contain extraneous characters, such as several line breaks in this example, or may use letter-shaped graphics in place of true text that Transana can extract. Optionally, you can add coding to the categorized PDF Quote here as well.

When you are satisfied with the definition of your PDF Quote, press the OK button.

Your new PDF Quote will appear in the selected Collection.

You may wish to 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 for your 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.