How to use the quotation manager

Who this article is for

This article is for ATLAS.ti Web and ATLAS.ti Desktop users who want to manage, review, organize, filter, and export quotations from their projects.

What is the Quotation Manager?

The Quotation Manager provides a centralized overview of all quotations in your project.

A quotation is a selected segment of data that has been identified as relevant to your analysis. Quotations can come from documents such as:

• interview transcripts
• survey responses
• articles
• reports
• PDFs
• multimedia data

The Quotation Manager allows you to:

• review quotations across the project
• see associated codes
• view and edit quotation comments
• filter quotations
• sort quotations
• export quotation reports
• identify patterns in your coded data

Instead of opening individual documents, the Quotation Manager allows you to work with quotations from across the entire project in one location.

Why use the Quotation Manager?

The Quotation Manager is useful when you want to:

• review all quotations associated with a theme
• compare quotations across documents
• find quotations associated with specific codes
• identify patterns in coded data
• review quotation comments
• prepare findings reports
• organize quotations for literature reviews
• support thematic analysis

How to use the Quotation Manager in ATLAS.ti Web

The Quotation Manager in ATLAS.ti Web provides a project-wide overview of quotations and includes filtering, reporting, and view-saving capabilities.

Step 1: Open the Quotation Manager

1. Open your ATLAS.ti Web project.
2. Click the Quotations icon in the left navigation panel.

The Quotation Manager displays all quotations in your project.

Step 2: Review quotation information

In the Quotation Manager you can view:

• quotation text
• associated codes
• quotation comments
• document information
• creation information

A visual overview of code frequencies is also displayed at the top of the page.

Step 3: View quotations associated with specific codes

1. Click a code in the frequency chart.
2. Review the quotations associated with that code.
3. Click the code again to remove the filter.

You can select multiple codes to view quotations associated with all selected codes.

Step 4: Open and edit quotations

1. Select a quotation in the Quotation Manager.
2. Click Open to navigate directly to the document where the quotation is located.
3. Alternatively, click Details to open the quotation sidebar.
4. In the sidebar, you can:
   • view quotation details
   • add or edit quotation comments
   • add or remove codes
   • review associated codes
   • delete the quotation if it is no longer needed

This allows you to review quotations in context and make coding or annotation changes without searching for the quotation manually within the document.

Step 5: Sort quotations

You can sort quotations by:

• comment
• document name
• number of codes
• creation date
• last update

Click the column heading to change the sorting order.

Step 6: Filter quotations

1. Click Filter.
2. Select Filter quotations by.
3. Choose a filter type.

Available filter types include:

• content
• document name
• document group
• code
• code group
• comment
• creator

4. Enter or select the desired criteria.
5. Click Apply.

You can combine multiple filter rules to create more focused queries.

Step 7: Save a filtered view

1. Apply the desired filters.
2. Click Save as view.
3. Enter a name for the view.
4. Optionally add a description.

Saved views automatically update as your analysis develops and new matching quotations are added.

Step 8: Export quotation reports

1. Open the Quotation Manager.
2. Apply filters if needed.
3. Click the Down arrow
4. Export the quotations as an Excel report.

How to use the Quotation Manager in ATLAS.ti Desktop

The Quotation Manager in ATLAS.ti Desktop provides a project-wide overview of quotations and allows you to review, organize, filter, and report on coded data.

Step 1: Open the Quotation Manager

• In ATLAS.ti Windows and Mac

1. Open your project.
2. Select the Quotations Manager.

Step 2: Review quotations

• In ATLAS.ti Windows and Mac

Review:

• quotation text
• associated codes
• comments
• document information

Step 3: Sort/filter quotations

• In ATLAS.ti Windows and Mac
• Click column headers to sort quotations.

You can sort quotations by various attributes including document information, dates, and coding information.

• In ATLAS.ti Windows

There is no dedicated filter panel in the Quotation Manager. Instead, you can use the Codes panel on the left-hand side to focus on specific quotations. Select a code to display all quotations associated with that code. Selecting a different code updates the quotation list accordingly.

• In ATLAS.ti Mac

1. Open the filter options.
2. Select the criteria you want to use.
3. Apply the filters.

Step 4: View associated codes and comments

• In ATLAS.ti Windows and Mac

1. Select a quotation.
2. Review associated codes and comments.

Step 5: Open and manage quotations

• In ATLAS.ti Windows

1. Select a quotation in the Quotation Manager.
2. Double-click the quotation, or right-click it and select Open, to navigate directly to the quotation in the source document.
3. Alternatively, select the quotation to view a preview in the lower panel.
4. Review the quotation text and associated codes in the preview area.
5. Right-click the quotation to access additional options, such as editing the quotation or opening it in the document.
6. To remove a code from the quotation, click the code name in the preview area and select Remove Coding.
7. To add or edit a quotation comment:
   • Click Comment in the preview panel, or
   • Right-click the quotation and select Edit Comment.

• In ATLAS.ti Mac

1. Select a quotation in the Quotation Manager.
2. Double-click the quotation, right-click and select Open, or click the arrow icon next to the quotation to navigate directly to the quotation in the source document.
3. Review the quotation in the preview area.
4. View quotation details in the panel on the right-hand side.
5. Review associated codes and quotation information in the details panel.
6. Add or edit quotation comments in the comment area located at the bottom of the right-hand panel.
7. Use the available menu options to manage quotations and associated coding.

Step 6: Export quotation reports

• In ATLAS.ti Windows and Mac

1. Select the quotations you want to export.
2. Use the Export option.
3. Choose the export format.

Tips for working with quotations

To keep your analysis organized:

• add meaningful quotation comments
• review quotations regularly
• use filters to focus on specific themes
• create code groups and document groups
• save frequently used filtered views
• export reports when preparing findings

For larger projects, filtering quotations before reviewing them can make analysis more manageable.

Common issues and mistakes

• Reviewing quotations one document at a time
  • The Quotation Manager allows you to review quotations across the entire project, which is often more efficient than opening documents individually.
• Not using filters
  • Without filters, large projects can contain hundreds or thousands of quotations. Filters help focus on relevant findings.
• Forgetting to save useful filtered views
  • Saving frequently used views can save time and help track analysis progress.
• Not reviewing quotation comments
  • Quotation comments often contain important contextual information and analytic insights.
• Exporting reports without checking the results
  • Always review filtered quotations before exporting reports to ensure the correct data is included.

When to contact support

Contact ATLAS.ti Support if:

• quotations do not appear in the Quotation Manager
• filters do not work as expected
• saved views cannot be accessed
• quotation reports fail to export
• associated codes are missing
• quotation comments cannot be edited
• the Quotation Manager behaves differently from the documentation

When contacting support, include:

• your platform (Web, Windows, or Mac)
• your ATLAS.ti version if using Desktop
• screenshots or error messages
• details about the filters or views being used
• a description of the expected and actual behavior