Causal Map 3 Guide

💡
Welcome! This is the guide to Causal Map 3 (main server).
 
Causal Map 3 - the Guide

0: Overview 0
↙ Section 0: Help with Causal Map
1: Getting started
1️⃣ Section 1: Getting started
➡ Causal mapping
🗺 Causal maps
🧮 Coding with Excel
✅❌ Pros and cons
👭 Received a share?
👩‍💻 Coding
💻 What you need
📲 Signing up
👤 Account
🆘 Getting help
🕑 First 5 minutes
🌗 Statements Filters
🌓 Transforms Filters
✨ Applying Filters
📊 Tables
🗺️ Vignette
🧾 Account tab
👉 Interface tips
📂 The Files tab
💬 The Statements panel
🗺️ The Map
2: Uploading and data management
2️⃣Section 2: Your files
↕ Roundtripping
🗃 Making your own copy of a file
↙ Downloading your data
📁 Sharing and locking a file
↗ Uploading hybrid data
🔗 Uploading only links
🖇️ Merging files
↕ Statement breaks
↕ Uploading data
↕ Uploading text files
⬆ Uploading Excel files
🔄 Restoring a version of a file
3: Coding
3️⃣ Section 3: Coding
✍ Top tips on coding
✍ The Coding Panel
🎇 Factor labels: introduction
ℹ The info panel
📑 Statement memos
✍ Editing factors and links
🔗 The Manage Links tab
🏷 Autocomplete factor labels
📝 Hierarchical coding
🔖 Hierarchical factors
📚 Factor labels: using tags
📚 Factor labels: semi-quantitative
📚 Factor labels: actual facts?
📝 Plain coding
➕➖ Opposites
#️⃣ Link hashtags
📚 Factor labels: specific
📑 Positioning factors
📚 Context
📝 Ellipses
4: Analysis
4️⃣ Section 4: Analysis
🔎 Analysing a file
📷 Screenshotting your maps
📚 The Library
🎨 Formatters: Overview
🎨 Formatters: Labels - Surprise
✨ Transforms Filters: Collapse factors
✨ Transforms Filters: Top factors and links
✨ Transforms Filters: Combine opposites
✨ Transforms Filters: Remove brackets
✨ Transforms Filters: Include or exclude hashtags
✨ Transforms Filters: Autocluster
✨ Transforms Filters: Focus or exclude factors
✨ Transforms Filters: Tracing paths
✨ Transforms Filters: Zoom
⚒️ The Closed Question Blocks Table
❓ The Questions Table
👥 The Sources Table
📜 The Statements Table
📊Tables tab overview
💬 The Mentions Table
📊 The Factors table
🔗 The Links Table
🎨 Formatters: Colour factors
🎨 Formatters: Factor spacing
🎨 Formatters: Label wrapping
🎨 Formatters: Link label position
🎨 Formatters: Labels
🎨 Formatters: Sizes
🎨 Formatters: Colour factor text red
🎨 Formatters: Translation
📃 The Report tab
📃 The Analysis tab
✨ Transforms Filters: 🧲 Magnetic labels
🎨 Formatters: Colour links
🎨 Formatters: Labels - Tally
📕 Comparisons
5: Coding with AI
Causal Map AI app
The Spelling tab
🤖 Auto-coding: settings
🤖 Auto-coding
The Responses tab
🗃️ Canonical workflow
🔎 Semantic search
💖 Sentiment
❕AI Answers
5️⃣ Section 5: AI
6: Technical reference
6️⃣ Section 6: Technical reference
⚒️ Core tables in Causal Map
How Causal Map is hosted
⚒️ Fields reference
📚 Glossary
📝 Conventions
⚙ Functions for Causal Map
❓ FAQs
Causal mapping with kumu
🆕 What is new
📝How to cite Causal Map
🔎 Widget: text search
📚 Transitivity trap
🧑‍💻 Admin
1: Getting started
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1️⃣ Section 1: Getting started
002
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.
↙ Section 0: Help with Causal Map
1: Getting started
Publish
Mar 21, 2025 11:44 AM GMT+0
🆘 Getting help
010
Tooltips, Help button and Support chat
help; tooltips; support chat;
1: Getting started
Publish
Mar 21, 2025 11:44 AM GMT+0
➡ Causal mapping
020
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
🗺 Causal maps
✅❌ Pros and cons
1: Getting started
Publish
Mar 21, 2025 11:44 AM GMT+0
🗺 Causal maps
030
Theory
A causal map consists of boxes (which we call “factors”) joined by arrows (which we call “links”).
causal map; boxes; arrows; factors; links; claims
➡ Causal mapping
1: Getting started
Publish
Mar 21, 2025 11:44 AM GMT+0
✅❌ Pros and cons
040
So, you’re getting excited about creating maps – but is your project right for it?
pros; cons; Causal Map; causal mapping; narrative data; links; overview; sources; network diagrams;
➡ Causal mapping
1: Getting started
Publish
Mar 21, 2025 11:44 AM GMT+0
🧮 Coding with Excel
050
You will learn:
• How to do causal mapping with Excel
• 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
Publish
Mar 29, 2025 04:47 PM GMT+0
💻 What you need
090
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
Publish
Mar 21, 2025 11:44 AM GMT+0
📲 Signing up
100
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
Publish
Mar 21, 2025 11:44 AM GMT+0
👤 Account
110
To use the app, you’ll need an account. What account you need depends on what you want to do.
account; app; subscription;
1: Getting started
Publish
Mar 21, 2025 11:44 AM GMT+0
👭 Received a share?
120
What to do when someone has shared a file with you
file; shared; map; table; link; view; app
1: Getting started
Publish
Mar 21, 2025 11:44 AM GMT+0
🕑 First 5 minutes
130
Let’s have a look around the Causal Map app.
tour; app; Causal Map; menu; file; coding; filters; Library
1: Getting started
Publish
Mar 21, 2025 11:44 AM GMT+0
👩‍💻 Coding
140
Gather the data, Code, Analyse
coding; code; data; reports; interviews; sources; analyse; PDF; Word; documents
1: Getting started
Publish
Mar 24, 2025 10:18 AM GMT+0
💬 The Statements panel
150
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
Publish
Mar 24, 2025 10:18 AM GMT+0
🌗 Statements Filters
160
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
Publish
Mar 24, 2025 10:19 AM GMT+0
🌓 Transforms Filters
170
You first use
🌗 Statements Filters to select which statements you want to look at
transforms; filters; panel;
1: Getting started
Publish
Mar 24, 2025 10:19 AM GMT+0
✨ Applying Filters
180
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
Publish
Mar 24, 2025 10:19 AM GMT+0
🗺️ The Map
190
A print-quality version of the map with advanced layout.
map; layout; formatting; view
1: Getting started
Publish
Mar 24, 2025 10:19 AM GMT+0
🗺️ Vignette
200
A print-quality version of the map with advanced layout.
map; layout; formatting; view
1: Getting started
Publish
Mar 24, 2025 10:19 AM GMT+0
📊 Tables
210
You will find all the tables under the table tab at the top of your screen.
tables; tab; presets; cells; rows
📂 The Files tab
1: Getting started
Publish
Mar 24, 2025 10:19 AM GMT+0
📂 The Files tab
220
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
📊 Tables
1: Getting started
Publish
Mar 24, 2025 10:38 AM GMT+0
🧾 Account tab
230
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
Publish
Mar 24, 2025 10:43 AM GMT+0
👉 Interface tips
240
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
Publish
Mar 24, 2025 10:19 AM GMT+0
2: Uploading and data management
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2️⃣Section 2: Your files
300
Overview
files; data; managing; top menu bar
🖇️ Merging files
2: Uploading and data management
Publish
Mar 24, 2025 10:20 AM GMT+0
📁 Sharing and locking a file
310
You can create your own file by copying an existing file or by creating a new file.
sharing; locking; file; copying; creating;
🗃 Making your own copy of a file
2: Uploading and data management
Publish
Mar 24, 2025 10:20 AM GMT+0
🗃 Making your own copy of a file
320
The app creates an uncoded example file for you. You can find it in the dropdown menu, it has a name like example-file-uncoded-your-email-address.
copy; file; uncoded example file;
📁 Sharing and locking a file
2: Uploading and data management
Publish
Mar 24, 2025 10:20 AM GMT+0
🔄 Restoring a version of a file
330
Oh no! I’ve messed something up!
Don’t worry, the app is continuously saving your work, every 10 minutes, and so you can restore your file to any prevision version, by clicking this icon
restoring; version; file; previous;
2: Uploading and data management
Publish
Mar 24, 2025 10:20 AM GMT+0
↙ Downloading your data
340
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
Publish
Mar 24, 2025 10:20 AM GMT+0
↕ Statement breaks
350
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
Publish
Mar 24, 2025 10:20 AM GMT+0
↕ Uploading data
360
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
Publish
Mar 24, 2025 10:20 AM GMT+0
↕ Uploading text files
370
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
Publish
Mar 24, 2025 10:20 AM GMT+0
⬆ Uploading Excel files
380
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
Publish
Mar 24, 2025 10:20 AM GMT+0
↗ Uploading hybrid data
390
uploading; hybrid; data; appending; QuIP
2: Uploading and data management
Publish
Mar 24, 2025 10:20 AM GMT+0
🔗 Uploading only links
400
upload; links; excel
2: Uploading and data management
Publish
Mar 24, 2025 10:20 AM GMT+0
↕ Roundtripping
410
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
Publish
Mar 24, 2025 10:20 AM GMT+0
🖇️ Merging files
420
This button allows you to permanently merge another file into the current file.
merging; files; merge
2️⃣Section 2: Your files
2: Uploading and data management
Publish
Mar 24, 2025 10:20 AM GMT+0
0: Overview 0
Title
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↙ Section 0: Help with Causal Map
/help
001
Getting help with Causal Map
Overview
Overview page of the Causal Map 3 app.
help; Causal Map
1️⃣ Section 1: Getting started
0: Overview 0
Publish
Mar 21, 2025 11:44 AM GMT+0
3: Coding
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3️⃣ Section 3: Coding
500
Overview
In the pages in this section you will learn basic coding with Causal Map.
coding; Causal Map
3: Coding
Publish
Mar 24, 2025 10:23 AM GMT+0
✍ The Coding Panel
510
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
Publish
Mar 24, 2025 10:23 AM GMT+0
✍ Editing factors and links
520
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
Mar 24, 2025 10:21 AM GMT+0
🔗 The Manage Links tab
530
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
Mar 24, 2025 10:23 AM GMT+0
#️⃣ Link hashtags
540
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
Mar 24, 2025 10:24 AM GMT+0
🎇 Factor labels: introduction
550
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. That’s one good way to start.
factor labels; coding;
3: Coding
Publish
Mar 24, 2025 10:24 AM GMT+0
🏷 Autocomplete factor labels
560
autocomplete; factor labels; hierarchical coding;
3: Coding
Publish
Mar 24, 2025 10:24 AM GMT+0
📚 Factor labels: actual facts?
570
Theory
Causal mapping is very flexible and accommodates different philosophies or ways of coding. However, it’s good to be aware of this flexibility and perhaps avoid mixing philosophies.
factor labels; facts; philosophies; coding
3: Coding
Publish
Mar 24, 2025 10:27 AM GMT+0
📚 Factor labels: semi-quantitative
580
Theory
The formulation of factor labels should fit the intended interpretation of the causal links.
factor labels; semi-quantitative; causal links; non-quantitative factors
3: Coding
Publish
Mar 24, 2025 10:27 AM GMT+0
📝 Hierarchical coding
590
Theory
hierarchical coding; factor labels; simplifying; causal maps; hierarchies; zooming out; semi-colons
3: Coding
Publish
Mar 24, 2025 10:27 AM GMT+0
🔖 Hierarchical factors
600
Theory
hierarchical factors; Causal Map 3; labels; zooming out; links
3: Coding
Publish
Mar 24, 2025 10:27 AM GMT+0
📚 Factor labels: specific
610
Theory
Causal mapping is very flexible and accommodates different philosophies or ways of coding. However, it’s good to be aware of this flexibility and perhaps avoid mixing philosophies.
factor labels; facts; philosophies; coding
3: Coding
Publish
Mar 24, 2025 10:27 AM GMT+0
📚 Factor labels: using tags
620
Hierarchical coding is one way to bring some order to a whole crowd of factors. However, sometimes you don’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
Publish
Mar 24, 2025 10:27 AM GMT+0
➕➖ Opposites
630
Theory
opposites; factors; coding; combining opposites; hierarchy
3: Coding
Publish
Mar 24, 2025 10:27 AM GMT+0
📝 Ellipses
640
ellipses; manual coding;
3: Coding
Publish
Mar 24, 2025 10:27 AM GMT+0
📑 Statement memos
650
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
Mar 24, 2025 10:27 AM GMT+0
📑 Positioning factors
660
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
Mar 24, 2025 10:27 AM GMT+0
📚 Context
670
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
Mar 24, 2025 10:28 AM GMT+0
ℹ The info panel
680
This info provides important information about context which you may need to refer to during coding.
info panel; coding; memos panel
3: Coding
Publish
Mar 24, 2025 10:28 AM GMT+0
📝 Plain coding
690
Theory
Causal mapping doesn’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
Publish
Mar 24, 2025 10:28 AM GMT+0
✍ Top tips on coding
700
First of all, there’s nothing to worry about, it’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
Mar 24, 2025 10:28 AM GMT+0
4: Analysis
Title
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4️⃣ Section 4: Analysis
710
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
Apr 14, 2025 04:08 PM GMT+0
🔎 Analysing a file
720
Theory
Analysing a file means
• applying different filters to it, to focus on different parts of the entire causal map in order to answer different questions
• viewing the results in different ways by clicking on different tabs in the right hand side to view maps and tables.
analysing; file; filters; results; viewing; maps; tables;
4: Analysis
Publish
Mar 24, 2025 10:28 AM GMT+0
📚 The Library
730
The Library allows you to save and share views of your data.
the Library;; data; save; share; views;
4: Analysis
Publish
Mar 24, 2025 10:28 AM GMT+0
📃 The Report tab
740
The Library allows you to save and share views of your data.
the Library;; data; save; share; views;
4: Analysis
Publish
Mar 24, 2025 10:28 AM GMT+0
📃 The Analysis tab
750
The Library allows you to save and share views of your data.
the Library;; data; save; share; views;
4: Analysis
Publish
Mar 24, 2025 10:28 AM GMT+0
📷 Screenshotting your maps
760
maps; screenshotting; report;
4: Analysis
Publish
Mar 24, 2025 10:28 AM GMT+0
✨ Transforms Filters: Tracing paths
770
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
Publish
Aug 16, 2025 09:00 PM GMT+0
✨ Transforms Filters: Zoom
780
transforms-filters
.
filters; zoom;
4: Analysis
Publish
Mar 24, 2025 10:29 AM GMT+0
✨ Transforms Filters: Focus or exclude factors
790
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
May 15, 2025 02:49 PM GMT+0
✨ Transforms Filters: Top factors and links
800
transforms-filters
.
top factors; top links; filters;
4: Analysis
Publish
Mar 24, 2025 10:29 AM GMT+0
✨ Transforms Filters: Combine opposites
810
transforms-filters
.
filters; combine opposites; factors;
4: Analysis
Publish
Mar 24, 2025 10:29 AM GMT+0
✨ Transforms Filters: Remove brackets
820
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
Mar 24, 2025 10:29 AM GMT+0
✨ Transforms Filters: Include or exclude hashtags
830
transforms-filters
.
filters; include hashtags; exclude hashtags;
4: Analysis
Publish
Mar 24, 2025 10:29 AM GMT+0
✨ Transforms Filters: Collapse factors
840
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
Mar 24, 2025 10:29 AM GMT+0
✨ Transforms Filters: Autocluster
850
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 you’ll not want more than 30 or 40 links
filters; autocluster; labels; factors; map; labelling
4: Analysis
Publish
May 2, 2025 02:50 PM GMT+0
✨ Transforms Filters: 🧲 Magnetic labels
860
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
4: Analysis
Publish
Mar 24, 2025 10:29 AM GMT+0
🎨 Formatters: Overview
870
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
Mar 24, 2025 10:29 AM GMT+0
🎨 Formatters: Link label position
880
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
Mar 24, 2025 10:30 AM GMT+0
🎨 Formatters: Labels
890
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise; labels
4: Analysis
Publish
Mar 24, 2025 10:30 AM GMT+0
🎨 Formatters: Labels - Tally
900
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise
4: Analysis
Publish
Mar 24, 2025 10:30 AM GMT+0
🎨 Formatters: Labels - Surprise
910
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
filters; formatters; surprising links; surprise; map
4: Analysis
Publish
Mar 24, 2025 10:33 AM GMT+0
🎨 Formatters: Sizes
920
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise
4: Analysis
Publish
Mar 24, 2025 10:33 AM GMT+0
🎨 Formatters: Colour factor text red
930
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise
4: Analysis
Publish
Mar 24, 2025 10:34 AM GMT+0
🎨 Formatters: Translation
940
formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise
4: Analysis
Publish
Mar 24, 2025 10:34 AM GMT+0
🎨 Formatters: Colour links
950
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
Mar 24, 2025 10:34 AM GMT+0
🎨 Formatters: Colour factors
1250
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
Mar 21, 2025 11:33 AM GMT+0
🎨 Formatters: Label wrapping
1260
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
Mar 21, 2025 11:33 AM GMT+0
🎨 Formatters: Factor spacing
1270
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
Mar 21, 2025 11:33 AM GMT+0
📊Tables tab overview
1280
specific-tables
This table counts factors differently to the mentions table as it counts links rather than individual factor mentions.
links table; presets; fields
4: Analysis
Publish
Mar 21, 2025 11:33 AM GMT+0
🔗 The Links Table
1290
specific-tables
This table counts factors differently to the mentions table as it counts links rather than individual factor mentions.
links table; presets; fields
4: Analysis
Publish
Mar 21, 2025 11:33 AM GMT+0
👥 The Sources Table
1300
specific-tables
The sources table, when there are no filters applied or when viewing the preset filter 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
Mar 21, 2025 11:33 AM GMT+0
📊 The Factors table
1310
specific-tables
The factors table presents the factors applied during coding.
factors table; betweenness; in_degree; out_degree; codebook;
4: Analysis
Publish
Mar 21, 2025 11:34 AM GMT+0
📜 The Statements Table
1320
specific-tables
This table makes searching for a specific statement easy.
statements table; search; fields
4: Analysis
Publish
Mar 21, 2025 11:34 AM GMT+0
💬 The Mentions Table
1330
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
Publish
Mar 26, 2025 08:21 AM GMT+0
❓ The Questions Table
1340
specific-tables
This table displays the text, ID, memo and map id for every question included in the questionnaire.
questions table; transforms filter; statements filter; fields; map
4: Analysis
Publish
Mar 21, 2025 11:34 AM GMT+0
⚒️ The Closed Question Blocks Table
1340
specific-tables
The closed question table provides a summary of the responses to the closed questions asked at the end of each QuIP questionnaire domain.
closed question table; QuIP; questionnaire;
4: Analysis
Publish
Mar 21, 2025 11:34 AM GMT+0
📕 Comparisons
1350
Theory
The Library allows you to save and share views of your data.
comparing maps; groups; filtering;
4: Analysis
Publish
Mar 21, 2025 11:35 AM GMT+0
5: Coding with AI
Title
Path
order
Page Type
Meta Title
Tag
Meta Description
Meta Keywords
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5️⃣ Section 5: AI
1000
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
Mar 24, 2025 10:34 AM GMT+0
🤖 Auto-coding
1010
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Mar 24, 2025 10:34 AM GMT+0
🤖 Auto-coding: settings
1020
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Mar 24, 2025 10:34 AM GMT+0
The Responses tab
1030
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Mar 24, 2025 10:34 AM GMT+0
Causal Map AI app
1040
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Mar 24, 2025 10:34 AM GMT+0
💖 Sentiment
1050
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Mar 24, 2025 10:34 AM GMT+0
🗃️ Canonical workflow
1060
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Mar 24, 2025 10:35 AM GMT+0
🔎 Semantic search
1070
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Mar 24, 2025 10:35 AM GMT+0
The Spelling tab
1080
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Mar 24, 2025 10:35 AM GMT+0
❕AI Answers
1090
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
auto-coding; AI; languages; prompt; identifying links
5: Coding with AI
Publish
Mar 24, 2025 10:35 AM GMT+0
6: Technical reference
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6️⃣ Section 6: Technical reference
1100
Overview
This section contains technical reference for the Causal Map app.
technical reference; overview
🆕 What is new
6: Technical reference
Publish
Mar 24, 2025 10:35 AM GMT+0
🆕 What is new
1110
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.
6️⃣ Section 6: Technical reference
6: Technical reference
Publish
Mar 24, 2025 10:35 AM GMT+0
⚒️ Fields reference
1120
Theory
fields; factors table; links table; sources table; questions table; mentions table
6: Technical reference
Publish
Mar 24, 2025 10:35 AM GMT+0
Causal mapping with kumu
1130
Theory
fields; factors table; links table; sources table; questions table; mentions table
6: Technical reference
Publish
Mar 27, 2025 03:33 PM GMT+0
📝 Conventions
1140
conventions; formatting;
6: Technical reference
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Mar 27, 2025 02:37 PM GMT+0
📚 Glossary
1150
Theory
glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding
6: Technical reference
Publish
Mar 27, 2025 02:37 PM GMT+0
📚 Transitivity trap
1160
Theory
glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding
6: Technical reference
Publish
Mar 27, 2025 02:38 PM GMT+0
🔎 Widget: text search
1170
Theory
glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding
6: Technical reference
Publish
Mar 27, 2025 02:38 PM GMT+0
⚒️ Core tables in Causal Map
1180
Theory
tables; Causal Map; columns; links; sources; questions; statements
6: Technical reference
Publish
Mar 27, 2025 02:38 PM GMT+0
⚙ Functions for Causal Map
1190
Theory
functions; opensource R package; vignette
6: Technical reference
Publish
Mar 27, 2025 02:38 PM GMT+0
🧑‍💻 Admin
1200
admin permissions;
6: Technical reference
Publish
Mar 27, 2025 02:38 PM GMT+0
How Causal Map is hosted
1210
hosted; Causal Map;
6: Technical reference
Publish
Mar 27, 2025 02:39 PM GMT+0
❓ FAQs
1220
Frequent Asked Questions.
Frequent Asked Questions; FAQ; special characters; security audit ; import; export; coding; bugs
6: Technical reference
Publish
Mar 27, 2025 02:39 PM GMT+0
📝How to cite Causal Map
1230
6: Technical reference
Publish
Mar 27, 2025 02:39 PM GMT+0
No description
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Template - New Documentation Page
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Feb 1, 2024 09:41 AM GMT+0
Title
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Meta Description
Causal mapping with kumu
📂 The Files tab
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
🆕 What is new
Causal Map 3 has a more user-friendly interface with many new features that will make your user experience faster, smoother and more enjoyable.
↕ Statement breaks
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.
Causal Map AI app
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
📚 Factor labels: specific
Causal mapping is very flexible and accommodates different philosophies or ways of coding. However, it’s good to be aware of this flexibility and perhaps avoid mixing philosophies.
🔗 The Links Table
This table counts factors differently to the mentions table as it counts links rather than individual factor mentions.
🎨 Formatters: Colour factors
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
📝How to cite Causal Map
🎨 Formatters: Factor spacing
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
🎨 Formatters: Label wrapping
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
🎨 Formatters: Link label position
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
🎨 Formatters: Labels
How can we compare different groups like districts, gender or questionnaire sections, within maps?
🎨 Formatters: Sizes
How can we compare different groups like districts, gender or questionnaire sections, within maps?
🎨 Formatters: Colour factor text red
How can we compare different groups like districts, gender or questionnaire sections, within maps?
💬 The Statements panel
These filters determine which statements are used in the maps, in the tables, to display the text of the corresponding statements
🎨 Formatters: Translation
How can we compare different groups like districts, gender or questionnaire sections, within maps?
The Spelling tab
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
📃 The Report tab
The Library allows you to save and share views of your data.
📃 The Analysis tab
The Library allows you to save and share views of your data.
🤖 Auto-coding: settings
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
📑 Positioning factors
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
🤖 Auto-coding
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
The Responses tab
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
✨ Transforms Filters: 🧲 Magnetic labels
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
📚 Context
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
📝 Ellipses
🎨 Formatters: Colour links
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
🗃️ Canonical workflow
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
🔎 Semantic search
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
🗺️ The Map
A print-quality version of the map with advanced layout.
💖 Sentiment
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
🔎 Widget: text search
📚 Transitivity trap
#️⃣ Link hashtags
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
↕ Uploading data
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 text files
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.
🎨 Formatters: Labels - Tally
How can we compare different groups like districts, gender or questionnaire sections, within maps?
⬆ Uploading Excel files
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.
📕 Comparisons
The Library allows you to save and share views of your data.
Template - New Documentation Page
⚒️ Fields reference
4️⃣ Section 4: Analysis
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.
🔖 Hierarchical factors
📲 Signing up
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.
🏷 Autocomplete factor labels
🆘 Getting help
Tooltips, Help button and Support chat
📝 Hierarchical coding
↗ Uploading hybrid data
2️⃣Section 2: Your files
🖇️ Merging files
This button allows you to permanently merge another file into the current file.
🔎 Analysing a file
Analysing a file means
• applying different filters to it, to focus on different parts of the entire causal map in order to answer different questions
• viewing the results in different ways by clicking on different tabs in the right hand side to view maps and tables.
👭 Received a share?
What to do when someone has shared a file with you
❓ FAQs
Frequent Asked Questions.
✨ Transforms Filters: Zoom
.
➕➖ Opposites
👥 The Sources Table
The sources table, when there are no filters applied or when viewing the preset filter Sources (basic), simply lists all of the respondents and any additional data collected about them (sex, age, location, education).
📊Tables tab overview
This table counts factors differently to the mentions table as it counts links rather than individual factor mentions.
❕AI Answers
This exciting new possibility to do auto coding at Causal Map.
It’s invitation only at the moment.
✨ Transforms Filters: Focus or exclude factors
You can focus on just one or more specific factors within your map (and the factors directly linked to them).
🌓 Transforms Filters
You first use
🌗 Statements Filters to select which statements you want to look at
👤 Account
To use the app, you’ll need an account. What account you need depends on what you want to do.
📝 Conventions
ℹ The info panel
This info provides important information about context which you may need to refer to during coding.
✨ Transforms Filters: Remove brackets
If you use curved or square brackets around your hashtags, you can use this filter hide the hashtags for specific maps if desired.
🗺 Causal maps
A causal map consists of boxes (which we call “factors”) joined by arrows (which we call “links”).
📚 Glossary
3️⃣ Section 3: Coding
In the pages in this section you will learn basic coding with Causal Map.
✨ Applying Filters
These filters determine which statements are used in the maps, in the tables, to display the text of the corresponding statements
1️⃣ Section 1: Getting started
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.
💻 What you need
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.
5️⃣ Section 5: AI
On the next pages you will learn how to use AI to automatically analyse your data in Causal Map.
📁 Sharing and locking a file
You can create your own file by copying an existing file or by creating a new file.
✍ The Coding Panel
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
📊 Tables
You will find all the tables under the table tab at the top of your screen.
🎨 Formatters: Overview
If you enter some text in the box, any factors in the map whose labels contain that text will be coloured red.
✨ Transforms Filters: Top factors and links
.
🧑‍💻 Admin
How Causal Map is hosted
⚒️ Core tables in Causal Map
📚 Factor labels: semi-quantitative
The formulation of factor labels should fit the intended interpretation of the causal links.
📚 Factor labels: using tags
Hierarchical coding is one way to bring some order to a whole crowd of factors. However, sometimes you don’t want to think in terms of a strict hierarchy, or maybe you have an additional set of themes which cut across that hierarchy.
🔗 The Manage Links tab
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
6️⃣ Section 6: Technical reference
This section contains technical reference for the Causal Map app.
✍ Top tips on coding
First of all, there’s nothing to worry about, it’s fun!
The versioning / backups feature means you can always go back to any version of your file at any earlier time point.
⚒️ The Closed Question Blocks Table
The closed question table provides a summary of the responses to the closed questions asked at the end of each QuIP questionnaire domain.
📜 The Statements Table
This table makes searching for a specific statement easy.
📊 The Factors table
The factors table presents the factors applied during coding.
🗺️ Vignette
A print-quality version of the map with advanced layout.
👩‍💻 Coding
Gather the data, Code, Analyse
✨ Transforms Filters: Autocluster
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 you’ll not want more than 30 or 40 links
↙ Downloading your data
With these two buttons you can download your data in Excel (.xlsx) format.
✨ Transforms Filters: Include or exclude hashtags
.
🎇 Factor labels: introduction
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. That’s one good way to start.
💬 The Mentions Table
This table is useful when looking at how many times factors have been mentioned in links.
🧾 Account tab
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
🕑 First 5 minutes
Let’s have a look around the Causal Map app.
🌗 Statements Filters
These filters determine which statements are used in the maps, in the tables, to display the text of the corresponding statements
➡ Causal mapping
An overview of what is causal mapping for you to understand how to use the Causal Map App better.
🎨 Formatters: Labels - Surprise
How can we compare different groups like districts, gender or questionnaire sections, within maps?
🔄 Restoring a version of a file
Oh no! I’ve messed something up!
Don’t worry, the app is continuously saving your work, every 10 minutes, and so you can restore your file to any prevision version, by clicking this icon
✅❌ Pros and cons
So, you’re getting excited about creating maps – but is your project right for it?
✨ Transforms Filters: Tracing paths
You can show the paths from one or more specific factors within your map to a different set of factors.
⚙ Functions for Causal Map
📷 Screenshotting your maps
📚 Factor labels: actual facts?
Causal mapping is very flexible and accommodates different philosophies or ways of coding. However, it’s good to be aware of this flexibility and perhaps avoid mixing philosophies.
📝 Plain coding
Causal mapping doesn’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.
↕ Roundtripping
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.
✨ Transforms Filters: Collapse factors
You can focus on just one or more specific factors within your map (and the factors directly linked to them).
↙ Section 0: Help with Causal Map
/help
Getting help with Causal Map
Overview page of the Causal Map 3 app.
📑 Statement memos
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
🗃 Making your own copy of a file
The app creates an uncoded example file for you. You can find it in the dropdown menu, it has a name like example-file-uncoded-your-email-address.
✍ Editing factors and links
Qualitative causal mapping involves taking passages of text, e.g. from interviews or documents, and identifying sections which make causal claims.
👉 Interface tips
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
🔗 Uploading only links
📚 The Library
The Library allows you to save and share views of your data.
🧮 Coding with Excel
You will learn:
• How to do causal mapping with Excel
• 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.
✨ Transforms Filters: Combine opposites
.
❓ The Questions Table
This table displays the text, ID, memo and map id for every question included in the questionnaire.