How to use the themes editor

Only Administrator accounts have access to the themes editor.

The themes editor allows you to view and edit the base and sub-themes that Thematic has identified in your data. Editing these themes can improve the accuracy of Thematic and improve the quality and value of your analysis.

Some possible changes include

  • Renaming themes (To make them more understandable and relevant to your context)
  • Deleting irrelevant themes (To maximize the relevant analysis)
  • Combining similar themes (To declutter themes with similar enough meanings)
  • Moving a sub-theme under a different base theme (Putting it in a more accurate/relevant place)
  • Changing a sub-theme to a base theme (Making a sub-theme more important and allowing other themes to be placed under it)
  • Changing a base theme to a sub-theme under a base theme
  • Modifying a mapped phrase (To make it tag more accurately)
  • Adding a new mapped phrase (Adding details to the analysis)
  • Deleting a mapped phrase (Removing a potentially inaccurate mapped phrase creating wrong taggings)

Open the themes editor using the top right drop-down menu.

Selecting a data set's themes to view and edit

Your organization may have multiple data sets, you can choose which data set's themes to view by clicking the data set name in the top left and selecting one from the drop-down menu.

Your organization may use a single set of themes across multiple data sets. If there is any confusion contact and we can help clarify for your organization which set of themes is applied to which data set(s).

Saving changes

Any changes you make to the themes will be saved in a draft version automatically. If you want to apply the current set of themes to your data use the blue apply themes button in the top right.

Thematic will take up to 5 minutes to process and apply your new themes. You will receive an email when the new themes are visible in the analytic tools and dashboards.

Reverting changes

The themes editor saves all previous versions of themes, the most recent 5 are available for recovery in the revert draft drop-down menu. This will contain details about who modified the themes and when and by who. Click on a previous version to load those themes, then hit apply to return the live themes to that version.

Viewing and navigating themes in a data set

A data set can contain multiple free text fields that Thematic analyzes, and each field may have its own unique set of themes or share one set with other fields. Each set of themes in the data set has its own bold header and you can mouse over the information marker to see the number of base themes, sub-themes and merged themes in that set.

The Theme editor displays the base themes on the left, with each of their sub-themes indented under them. You can expand and collapse a base themes sub-themes with the left adjacent arrow. A Merged tag means the theme has had other themes merged into it. The horizontal bar on the right indicates the volume of the theme in your data, this bar will update as you make changes. A base theme will have a Thematic tag icon to the right of the bar which you can click to add a new base or sub-theme. The "Add base theme" button at the top also allows you to create a new theme. The trash can icon allows you to delete a base or sub-theme. Deleting a base theme will delete all its sub-themes.

Click on a theme to see more detailed information about it:

Theme title: Name of the theme as it appears in the dashboard and analytic tools. This can be customized without changing any of the comment tagging. Click the name to edit it, and press the update button to make the change.

Theme_code: Used internally by Thematic and can't be edited.

Merged themes: The themes which have been added into this one. Merging two themes combines their mapped phrases under one name. You can unmerge any theme by clicking the circle arrow to the right of the themes name. The theme will be created in the list as a new separate base or sub-theme underneath the old theme. Unmerged themes will take their mapped phrases with them.

Mapped phrases: The list of phrases generated by Thematic that are used to tag comments with the theme. You can delete mapped phrases with the trash can icon to the right, or add a new mapped phrase at the bottom. 

Note: A mapped phrase may only appear under one theme. Adding a mapped phrase will remove any other uses if they exist.

Comments: Shows comments from your data which have been tagged with the theme.

Making changes

Using the themes editor you can make some meaningful changes to your themes. Some of the most important functionality is.

Rename a theme: Select a theme, edit the theme title and press update.

Delete a base or sub-theme: Locate the theme in the list and click the trash can icon to the right.

Rearrange a theme into a base or sub-theme: You can click and drag a theme to move it under a theme as a sub-theme, or as a new base theme.

Merge two themes: Click and drag a theme onto another theme to merge the two together. The new merged theme will be named after the theme that wasn't moved.

Add or delete a theme's mapped phrases: Select the theme to view it's mapped phrases. You can delete the existing mapped phrases, or add new ones.

Add new base or sub-themes: Click the Add base theme button at the top or the themes icon to the right of a base theme. You'll need to choose the name of the new theme. A newly created theme will contain no mapped phrases or sub-themes. Reach out to your contact at Thematic so they can run the algorithm to focus on the new theme area to discover new themes and mapped phrases for you.

Undo, Redo and Sorting, expanding and collapsing themes

Base and sub-themes can be sorted alphabetically or by frequency using the buttons at the top. You can also expand or collapse all themes. The undo and redo buttons can be used for moved themes, but not for mapped phrase or theme name changes.

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