How to Refine and Edit Text Categories After Categorization

This article describes how to refine categorization or text coding:

By either creating grouped subcategories:

Or adding, removing, and moving text responses between categories:

Requirements

You will need a categorized variable (set) that was created during the manual or semi-automatic categorization of unstructured text. These variables will have "categorized" in their name:

Method

Option 1 - Split existing categories into subcategories

1. Select the already categorized variable in the Data Sets tree.
2. From the object inspector, go to Properties > DATA VALUES > Edit Categorization.
3. Select the category you would like to split from the existing list of categories on the right side of the screen.
4. Right-click on the category, and select Add subcategory.
5. Enter a name for the new subcategory and click OK.
6. Repeat Steps 4-5 for any additional subcategories.

Option 2 - Move text responses between categories

1. On the left side of the screen, update the Show responses from: drop-down to one of the categories from which you are splitting responses into another (sub)category. In this example, I am splitting the Price/Low price category into: Low price, Discounts, and Other price.
2. Select the response(s) that you would like to move to a different category and then select the existing category on the right side. If you are working with a Multiple Overlapping Categories categorization, click Move to (this will remove it from all other categories and move it to the subcategory) or Add to (this will classify it as an additional category).
3. Once you have moved the desired responses, click on Save Categories.

Option 3 - Add text responses to categories

1. On the left side of the screen, update the Show responses from: drop-down to UNCATEGORIZED.
2. Select the response(s) that you would like to assign to an existing category from the left side of the screen, then select the category you would like to assign it to on the right side of the screen, and click Categorize As.

   

3. [OPTIONAL:] If you are working with a Multiple Overlapping Categories categorization, you can categorize additional categories by changing the Show responses from: dropdown to a category or all responses, selecting the verbatim on the left, selecting the category on the right, and clicking Add to.
4. Once you have added the desired responses, click on Save Categories.

Option 4 - Remove text responses from categories

1. On the left side of the screen, update the Show responses from: drop-down to (all responses) or a specific category.
   
2. Select the response(s) that you would like to remove from an existing category from the left side of the screen.
3. If you are working with a:
   1. Multiple Overlapping Categories categorization, then select the category you would like to remove it from on the right side of the screen, and click Remove From.
   2. Mutually Exclusive Categories categorization, then click on the UNCATEGORIZED category on the right.
      
4. Once you have removed the desired responses from the category, click on Save Categories.

See Also

How to Manually Code Mutually Exclusive (Single Response) Text Data

How to Manually Code Multiple Response Data

How to Semi-Automatically Code Text Data