OE Setup

Project set up for open end cleaning and coding.

OE Setup prepares a project for open-end cleaning and coding. Metaforms reads the questionnaire, identifies the questions, maps the response columns, and builds an entity glossary for the selected open-ended questions.

Complete OE Setup before opening Open-End Cleaning or Open-End Coding.

Before you begin

Have the following files ready:

• Questionnaire — required: .docx

• Responses — required: .xlsx or .xls

• Research objective — optional: entered as text in Metaforms

• Entity masterlist — optional: .xlsx or .xls

An entity masterlist can contain known brands, companies, products, people, or other terms that should be recognized consistently in the responses.

Open OE Setup

1. Open the project.

2. Select OE Setup from the left sidebar.

3. Complete the four setup stages: Upload, Select, Map, and Entities.