Causal Map 3 Guide

๐Ÿ’ก
Welcome! This is the guide to Causal Map 3 (main server).
ย 
Causal Map 3 - the Guide
0: Overview 0
1: Getting started
2: Uploading and data management
3: Coding
4: Analysis
5: Coding with AI
6: Technical reference
1: Getting started
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Overview
In the pages in this section you will learn how to get started with Causal Map: what kind of device you need, how to access Causal Map for free, and finding your way around the app.
getting started; Causal Map; app.
1: Getting started
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Aug 27, 2024 07:38 AM
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Tooltips, Help button and Support chat
help; tooltips; support chat;
1: Getting started
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Sep 12, 2024 03:02 PM
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Causal Map 3 has a more user-friendly interface with many new features that will make your user experience faster, smoother and more enjoyable.
differences; Causal Map 2; transfer; Causal Map 3; new; changes.
1: Getting started
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Sep 12, 2024 02:58 PM
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Theory
An overview of what is causal mapping for you to understand how to use the Causal Map App better.
causal mapping; causal maps; induct; discover; present; query; quote; causation
1: Getting started
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Aug 26, 2024 11:11 AM
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Theory
A causal map consists of boxes (which we call โ€œfactorsโ€) joined by arrows (which we call โ€œlinksโ€).
causal map; boxes; arrows; factors; links; claims
1: Getting started
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Sep 12, 2024 12:46 PM
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So, youโ€™re getting excited about creating maps โ€“ but is your project right for it?
pros; cons; Causal Map; causal mapping; narrative data; links; overview; sources; network diagrams;
1: Getting started
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Sep 12, 2024 12:46 PM
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You will learn: โ€ข How to do causal mapping with Excel โ€ข How to upload causal mapping data from your own Excel file to Causal Map where you can analyse it and visualise the data. Remember that uploading and analysing data in Causal Map is completely free: you only need a subscription for using the Causal Map interface for coding your data.
causal mapping; excel; Causal Map; analyse; visualise; data; coding; upload
1: Getting started
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Sep 12, 2024 03:03 PM
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The app is tested on Chrome and Firefox on Mac and Windows, and Safari on Mac, and the new Edge on Windows, and it should work fine on Chrome, Chromium and Firefox on Linux.
Chrome; Firefox; Edge; Safari; Mac; Windows; Linux; Chromium; app; prerequisites;
1: Getting started
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Mar 27, 2024 12:48 PM
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The app is tested on Chrome and Firefox on Mac and Windows, and Safari on Mac, and the new Edge on Windows, and it should work fine on Chrome, Chromium and Firefox on Linux.
signing up; account; email; explore; app;
1: Getting started
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Sep 12, 2024 03:03 PM
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To use the app, youโ€™ll need an account. What account you need depends on what you want to do.
account; app; subscription;
1: Getting started
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Mar 27, 2024 12:48 PM
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What to do when someone has shared a file with you
file; shared; map; table; link; view; app
1: Getting started
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Sep 20, 2024 02:55 PM
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Letโ€™s have a look around the Causal Map app.
tour; app; Causal Map; menu; file; coding; filters; Library
1: Getting started
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Sep 20, 2024 02:54 PM
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Gather the data, Code, Analyse
coding; code; data; reports; interviews; sources; analyse; PDF; Word; documents
1: Getting started
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Aug 14, 2024 02:19 PM
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These filters determine which statements are used in the maps, in the tables, to display the text of the corresponding statements
statements; filters; maps; tables; sources; groups; navigation buttons
1: Getting started
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Jul 11, 2024 05:45 PM
290
These filters determine which statements are used in the maps, in the tables, to display the text of the corresponding statements
statements; filters; maps; tables; sources; groups; navigation buttons
1: Getting started
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Sep 13, 2024 11:30 AM
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You first use
๐ŸŒ— Statements Filters
to select which statements you want to look at
transforms; filters; panel;
1: Getting started
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Sep 12, 2024 03:06 PM
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These filters determine which statements are used in the maps, in the tables, to display the text of the corresponding statements
filters; live update; apply filters;
1: Getting started
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Sep 12, 2024 03:06 PM
450
A print-quality version of the map with advanced layout.
map; layout; formatting; view
1: Getting started
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Aug 12, 2024 02:23 PM
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A print-quality version of the map with advanced layout.
map; layout; formatting; view
1: Getting started
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Aug 12, 2024 02:13 PM
500
You will find all the tables under the table tab at the top of your screen.
tables; tab; presets; cells; rows
1: Getting started
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Sep 12, 2024 03:06 PM
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Show or hide panels, Fullscreen view of tables and maps, Tricks for dropdowns, Delete one item, Delete multiple items, Edit and item, Delete the first and subsequent items using the keyboard
files; tab; about; codebook; sources table; metrics
1: Getting started
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Sep 12, 2024 03:07 PM
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Show or hide panels, Fullscreen view of tables and maps, Tricks for dropdowns, Delete one item, Delete multiple items, Edit and item, Delete the first and subsequent items using the keyboard
account; tab; log in; log out; OpenAI API
1: Getting started
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Jul 11, 2024 05:26 PM
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Show or hide panels, Fullscreen view of tables and maps, Tricks for dropdowns, Delete one item, Delete multiple items, Edit and item, Delete the first and subsequent items using the keyboard
interface; tips; panel; dropdown; fullscreen;
1: Getting started
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Aug 12, 2024 02:35 PM
2: Uploading and data management
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Overview
files; data; managing; top menu bar
2: Uploading and data management
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Sep 20, 2024 02:56 PM
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You can create your own file by copying an existing file or by creating a new file.
sharing; locking; file; copying; creating;
2: Uploading and data management
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Sep 12, 2024 03:08 PM
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The app creates an uncoded example file for you. You can find it in the dropdown menu, it has a name likeย example-file-uncoded-your-email-address.
copy; file; uncoded example file;
2: Uploading and data management
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Sep 12, 2024 03:08 PM
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Oh no! Iโ€™ve messed something up! Donโ€™t worry, the app is continuously saving your work, every 10 minutes, and so you can restore your file to any previsionย version, by clicking this icon
restoring; version; file; previous;
2: Uploading and data management
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Sep 12, 2024 03:08 PM
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With these two buttons you can download your data in Excel (.xlsx) format.
downloading; data; excel format; Causal Map 2 download
2: Uploading and data management
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Sep 12, 2024 12:47 PM
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How to manage your data, whether it is downloading, modifying or appending? These bulletpoints will direct you to the relevant sections later in this Guide.
uploading; multiple; text; file; doc; docx; pdf; structured documents; unstructured documents; question_id; source_id
2: Uploading and data management
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Sep 12, 2024 03:11 PM
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How to manage your data, whether it is downloading, modifying or appending? These bulletpoints will direct you to the relevant sections later in this Guide.
uploading; multiple; text; file; doc; docx; pdf; structured documents; unstructured documents; question_id; source_id
2: Uploading and data management
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Aug 1, 2024 03:11 PM
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How to manage your data, whether it is downloading, modifying or appending? These bulletpoints will direct you to the relevant sections later in this Guide.
uploading; manage; modifying; appending; excel; files; hybrid format; wide format
2: Uploading and data management
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Mar 27, 2024 12:57 PM
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uploading; hybrid; data; appending; QuIP
2: Uploading and data management
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Mar 27, 2024 12:55 PM
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upload; links; excel
2: Uploading and data management
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Mar 27, 2024 12:56 PM
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How to manage your data, whether it is downloading, modifying or appending? These bulletpoints will direct you to the relevant sections later in this Guide.
uploading; multiple; text; file; doc; docx; pdf; structured documents; unstructured documents; question_id; source_id
2: Uploading and data management
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Apr 2, 2024 08:26 PM
400
This button allows you to permanently merge another file into the current file.
merging; files; merge
2: Uploading and data management
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Sep 12, 2024 03:14 PM
0: Overview 0
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/help
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Getting help with Causal Map
Overview
Overview page of the Causal Map 3 app.
help; Causal Map
0: Overview 0
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Sep 12, 2024 02:57 PM
3: Coding
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Overview
In the pages in this section you will learn basic coding with Causal Map.
coding; Causal Map
3: Coding
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Mar 27, 2024 12:58 PM
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Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
coding panel; factors; links; causal mapping; causal claims; chaining; opposites
3: Coding
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Sep 12, 2024 12:47 PM
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Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
editing; factors; links; basic; map; statements panel
3: Coding
Publish
Sep 12, 2024 12:47 PM
040
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
Manage links; tab; statements; searching; replacing; deleting; downloading; links
3: Coding
Publish
Sep 12, 2024 03:15 PM
050
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
editing; factors; links; basic; map; statements panel
3: Coding
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Sep 12, 2024 12:47 PM
100
Theory
Many people like to start coding simply by choosing whatever factor labels occur to them, as far as possible using text directly taken from the statements they are coding. Thatโ€™s one good way to start.
factor labels; coding;
3: Coding
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Sep 16, 2024 06:23 AM
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autocomplete; factor labels; hierarchical coding;
3: Coding
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Sep 16, 2024 06:23 AM
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Theory
Causal mapping is very flexible and accommodates different philosophies or ways of coding. However, itโ€™s good to be aware of this flexibility and perhaps avoidย mixingย philosophies.
factor labels; facts; philosophies; coding
3: Coding
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Sep 16, 2024 06:25 AM
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Theory
The formulation ofย factor labelsย should fit the intended interpretation of theย causal links.
factor labels; semi-quantitative; causal links; non-quantitative factors
3: Coding
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Sep 16, 2024 06:24 AM
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Theory
hierarchical coding; factor labels; simplifying; causal maps; hierarchies; zooming out; semi-colons
3: Coding
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Sep 16, 2024 06:23 AM
111
Theory
hierarchical factors; Causal Map 3; labels; zooming out; links
3: Coding
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Sep 16, 2024 06:24 AM
113
Theory
Causal mapping is very flexible and accommodates different philosophies or ways of coding. However, itโ€™s good to be aware of this flexibility and perhaps avoidย mixingย philosophies.
factor labels; facts; philosophies; coding
3: Coding
Publish
Sep 16, 2024 06:31 AM
115
Hierarchicalย coding is one way to bring some order to a whole crowd of factors. However, sometimes you donโ€™t want to think in terms of a strict hierarchy, or maybe you have an additional set of themes which cut across that hierarchy.
factor labels; hashtags; hierarchical coding; factors;
3: Coding
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Sep 16, 2024 06:38 AM
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Theory
opposites; factors; coding; combining opposites; hierarchy
3: Coding
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Sep 16, 2024 06:24 AM
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ellipses; manual coding;
3: Coding
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Jul 29, 2024 10:07 AM
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Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
statements memos; statements panel
3: Coding
Publish
Jul 29, 2024 10:07 AM
150
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
statements memos; statements panel
3: Coding
Publish
Sep 12, 2024 12:47 PM
160
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
statements memos; statements panel
3: Coding
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Jul 29, 2024 10:08 AM
170
This info provides important information about context which you may need to refer to during coding.
info panel; coding; memos panel
3: Coding
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Sep 13, 2024 09:46 AM
190
Theory
Causal mapping doesnโ€™t usually deal with the kind of non-causal themes which are the focus of ordinary QDA (like in NVivo!). However sometimes it can be really useful to be able to simply note the presence of something without any causal connection.
plain coding; non-causal themes; hashtag
3: Coding
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Aug 13, 2024 10:42 AM
200
First of all, thereโ€™s nothing to worry about, itโ€™s fun! The versioning / backups feature means you can always go back to any version of your file at any earlier time point.
tips; coding; versioning; backup; factor;
3: Coding
Publish
Sep 13, 2024 09:46 AM
4: Analysis
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000
Overview
In the pages in this section you will learn how to do basic analysis in Causal Map: how to produce maps and tables to answer your research questions.
analysis; research questions; maps; tables
4: Analysis
Publish
Mar 27, 2024 02:59 PM
010
Theory
Analysing a file means โ€ข applying different filtersย to it, to focus on different parts of the entire causal map in order to answer different questions โ€ข viewing the results in different waysย by clicking on different tabs in the right hand side to view maps andย tables.
analysing; file; filters; results; viewing; maps; tables;
4: Analysis
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Sep 12, 2024 12:47 PM
020
The Library allows you to save and share views of your data.
the Library;; data; save; share; views;
4: Analysis
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Sep 13, 2024 09:47 AM
030
The Library allows you to save and share views of your data.
the Library;; data; save; share; views;
4: Analysis
Publish
Aug 20, 2024 09:18 AM
040
The Library allows you to save and share views of your data.
the Library;; data; save; share; views;
4: Analysis
Publish
Sep 13, 2024 09:47 AM
050
maps; screenshotting; report;
4: Analysis
Publish
Sep 13, 2024 09:47 AM
060
transforms-filters
You can show the paths from one or more specific factors within your map to a different set of factors.
filters; tracing paths; factors; map
4: Analysis
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Sep 12, 2024 12:47 PM
070
transforms-filters
.
filters; zoom;
4: Analysis
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Sep 13, 2024 09:49 AM
080
transforms-filters
You can focus on just one or more specific factors within your map (and the factors directly linked to them).
filters; factors; focus on; exclude; map
4: Analysis
Publish
Sep 13, 2024 09:49 AM
090
transforms-filters
.
top factors; top links; filters;
4: Analysis
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Sep 13, 2024 09:49 AM
100
transforms-filters
.
filters; combine opposites; factors;
4: Analysis
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Sep 13, 2024 09:49 AM
110
transforms-filters
If you use curved or square brackets around your hashtags, you can use this filter hide the hashtags for specific maps if desired.
filters; remove brackets; hashtag
4: Analysis
Publish
Sep 13, 2024 09:50 AM
120
transforms-filters
.
filters; include hashtags; exclude hashtags;
4: Analysis
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Sep 13, 2024 09:50 AM
130
transforms-filters
You can focus on just one or more specific factors within your map (and the factors directly linked to them).
filters; collapse factors;
4: Analysis
Publish
Sep 13, 2024 09:50 AM
140
transforms-filters
Often we have more labels that we really want. People like simple maps with 3-10 factors. 30 is about the maximum number you can possibly squeeze onto a map, and if you do youโ€™ll not want more than 30 or 40 links
filters; autocluster; labels; factors; map; labelling
4: Analysis
Publish
Sep 13, 2024 09:50 AM
141
This exciting new possibility to do auto coding at Causal Map. Itโ€™s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
4: Analysis
Publish
Sep 12, 2024 12:38 PM
150
formatters
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
filters; formatters; colours; red; labels; opposites
4: Analysis
Publish
Sep 12, 2024 12:47 PM
160
formatters
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
filters; formatters; colours; red; labels; opposites
4: Analysis
Publish
Sep 13, 2024 09:50 AM
170
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise; labels
4: Analysis
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Sep 11, 2024 08:55 AM
180
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise
4: Analysis
Publish
Sep 13, 2024 09:50 AM
190
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
filters; formatters; surprising links; surprise; map
4: Analysis
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Oct 14, 2024 11:47 AM
200
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise
4: Analysis
Publish
Jul 26, 2024 07:12 PM
210
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise
4: Analysis
Publish
Aug 19, 2024 08:48 AM
220
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise
4: Analysis
Publish
Sep 13, 2024 09:51 AM
230
formatters
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
filters; formatters; colours; red; labels; opposites
4: Analysis
Publish
Sep 13, 2024 09:51 AM
230
formatters
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
filters; formatters; colours; red; labels; opposites
4: Analysis
Publish
Aug 19, 2024 03:20 PM
240
formatters
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
filters; formatters; colours; red; labels; opposites
4: Analysis
Publish
Jul 29, 2024 10:42 AM
250
formatters
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
filters; formatters; colours; red; labels; opposites
4: Analysis
Publish
Sep 13, 2024 09:52 AM
300
specific-tables
This table counts factors differently toย the mentions tableย as it counts links rather than individual factor mentions.
links table; presets; fields
4: Analysis
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Sep 12, 2024 12:47 PM
310
specific-tables
This table counts factors differently toย the mentions tableย as it counts links rather than individual factor mentions.
links table; presets; fields
4: Analysis
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Aug 19, 2024 03:30 PM
320
specific-tables
The sources table, when there are no filters applied or when viewing the preset filterย Sources (basic), simply lists all of the respondents and any additional data collected about them (sex, age, location, education).
sources table; transforms filter; statements filter; fields
4: Analysis
Publish
Aug 19, 2024 03:31 PM
330
specific-tables
The factors table presents the factors applied during coding.
factors table; betweenness; in_degree; out_degree; codebook;
4: Analysis
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Aug 19, 2024 03:31 PM
340
specific-tables
This table makes searching for a specific statement easy.
statements table; search; fields
4: Analysis
Publish
Sep 13, 2024 09:52 AM
350
specific-tables
This table is useful when looking at how many times factors have been mentioned in links.
mentions table; links; influence; consequence; count
4: Analysis
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Sep 13, 2024 09:52 AM
360
specific-tables
This table displays the text, ID,ย memoย and map id for every question included in the questionnaire.
questions table; transforms filter; statements filter; fields; map
4: Analysis
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Aug 19, 2024 03:31 PM
370
specific-tables
The closed question table provides a summary of the responses to theย closed questionsย asked at the end of each QuIP questionnaire domain.
closed question table; QuIP; questionnaire;
4: Analysis
Publish
Sep 13, 2024 09:52 AM
800
Theory
The Library allows you to save and share views of your data.
comparing maps; groups; filtering;
4: Analysis
Publish
Sep 13, 2024 11:29 AM
5: Coding with AI
Title
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000
Overview
On the next pages you will learn how to use AI to automatically analyse your data in Causal Map.
overview; AI
5: Coding with AI
Publish
Sep 12, 2024 12:31 PM
100
This exciting new possibility to do auto coding at Causal Map. Itโ€™s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Jul 22, 2024 04:10 PM
100
This exciting new possibility to do auto coding at Causal Map. Itโ€™s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Sep 13, 2024 11:30 AM
100
This exciting new possibility to do auto coding at Causal Map. Itโ€™s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
May 16, 2024 09:03 AM
150
This exciting new possibility to do auto coding at Causal Map. Itโ€™s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Sep 13, 2024 11:30 AM
300
This exciting new possibility to do auto coding at Causal Map. Itโ€™s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Jun 21, 2024 07:34 AM
300
This exciting new possibility to do auto coding at Causal Map. Itโ€™s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Mar 27, 2024 05:03 PM
900
This exciting new possibility to do auto coding at Causal Map. Itโ€™s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Sep 12, 2024 12:33 PM
950
This exciting new possibility to do auto coding at Causal Map. Itโ€™s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Jun 26, 2024 06:09 AM
6: Technical reference
Title
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000
Overview
This section contains technical reference for the Causal Map app.
technical reference; overview
6: Technical reference
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Mar 27, 2024 03:00 PM
010
Theory
fields; factors table; links table; sources table; questions table; mentions table
6: Technical reference
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Aug 18, 2024 03:59 PM
020
conventions; formatting;
6: Technical reference
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Mar 27, 2024 05:05 PM
030
Theory
glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding
6: Technical reference
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Sep 19, 2024 03:24 PM
030
Theory
glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding
6: Technical reference
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Mar 27, 2024 05:07 PM
030
Theory
glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding
6: Technical reference
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Mar 27, 2024 05:06 PM
040
Theory
tables; Causal Map; columns; links; sources; questions; statements
6: Technical reference
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Feb 14, 2024 03:35 PM
050
Theory
functions; opensource R package; vignette
6: Technical reference
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Sep 13, 2024 11:32 AM
200
admin permissions;
6: Technical reference
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Mar 27, 2024 05:09 PM
300
hosted; Causal Map;
6: Technical reference
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Feb 14, 2024 09:43 AM
900
Frequent Asked Questions.
Frequent Asked Questions; FAQ; special characters; security audit ; import; export; coding; bugs
6: Technical reference
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Oct 4, 2024 09:59 AM
6: Technical reference
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Aug 14, 2024 11:37 AM
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Feb 1, 2024 09:41 AM
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