Tagging Participants

Cohort Comparisons in Reveal enable researchers to analyze qualitative data by grouping participants based on shared characteristics (tags). This allows for deeper insights by comparing responses across different segments, such as gender, location, or professional role.

1. Assigning Tags to Participants

Each participant can be tagged with attributes like location, profession, age, or gender.
Tags help in segmenting data for focused analysis.

Adding Tags Manually:

Navigate to your study where participants are listed.
Click Edit on a specific participant.
Add relevant tags (e.g., Doctor, Virginia, 25-34 age group).
This method works for small datasets but can be time-consuming for larger studies.

Bulk Managing Tags:

To streamline the tagging process, Reveal provides an import and management system:

Click the three-dot menu on the right side.
Select Manage Tags to view, edit, or rename existing tags.
Modify tags by clicking on them and updating their label.

2. Importing Tags in Bulk

For larger datasets, tags can be imported using a CSV file:

Go to your study and click the three-dots menu on the top right. From the menu select Manage Tags.
Prepare a CSV file where:
- Each participant is listed in a row. The name of the participant should be exactly the same as it is in Reveal. You can download the list of participants from Reveal by clicking "Import Tags" and then "Download Speaker List"
- Each tag category (e.g., gender, age, location) is in a separate column.
Upload the file via the Import Tags link.
Confirm that the column labeled Speaker matches participant names in the study.
Click Import Tags, and Reveal will automatically assign the uploaded tags.
The column name will be prefixed to the tag. For example, if the CSV column header says "Gender" and value says "Female", Reveal will import it as "Gender: Female". If there is the header is empty, then Reveal will just import the tag "Female"
Reveal will only import newly added tags and ignore the ones already there.