Causal Map 3 Guide

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Welcome! This is the guide to Causal Map 3 (main server, development server).
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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
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.
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Tooltips, Help button and Support chat
help; tooltips; support chat;
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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.
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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
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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
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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;
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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
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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;
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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;
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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;
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What to do when someone has shared a file with you
file; shared; map; table; link; view; app
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Letโ€™s have a look around the Causal Map app.
tour; app; Causal Map; menu; file; coding; filters; Library
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Gather the data, Code, Analyse
coding; code; data; reports; interviews; sources; analyse; PDF; Word; documents
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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
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You first use
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Statements Filters
to select which statements you want to look at
transforms; filters; panel;
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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;
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A print-quality version of the map with advanced layout.
map; layout; formatting; view
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You will find all the tables under the table tab at the top of your screen.
tables; tab; presets; cells; rows
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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
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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
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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;
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2: Uploading and data management
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Overview
files; data; managing; top menu bar
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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;
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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;
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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;
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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
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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
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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
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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
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uploading; hybrid; data; appending; QuIP
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upload; links; excel
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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
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This button allows you to permanently merge another file into the current file.
merging; files; merge
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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
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3: Coding
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Overview
In the pages in this section you will learn basic coding with Causal Map.
coding; Causal Map
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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
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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
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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
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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.
Manage links; tab; statements; searching; replacing; deleting; downloading; links
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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;
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Theory
hierarchical coding; factor labels; simplifying; causal maps; hierarchies; zooming out; semi-colons
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Theory
hierarchical factors; Causal Map 3; labels; zooming out; links
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autocomplete; factor labels; hierarchical coding;
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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
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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;
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Theory
opposites; factors; coding; combining opposites; hierarchy
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ellipses; manual coding;
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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
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This info provides important information about context which you may need to refer to during coding.
info panel; coding; memos panel
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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
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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
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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;
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4: Analysis
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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
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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;
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The Library allows you to save and share views of your data.
the Library;; data; save; share; views;
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maps; screenshotting; report;
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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
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transforms-filters
.
filters; zoom;
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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
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transforms-filters
.
top factors; top links; filters;
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transforms-filters
.
filters; combine opposites; factors;
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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
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transforms-filters
.
filters; include hashtags; exclude hashtags;
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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;
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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
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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
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formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
formatters; tally; groups; links; surprise
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formatters
How can we compare different groups like districts, gender or questionnaire sections, within maps?
filters; formatters; surprising links; surprise; map
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specific-tables
This table counts factors differently toย the mentions tableย as it counts links rather than individual factor mentions.
links table; presets; fields
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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
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specific-tables
The factors table presents the factors applied during coding.
factors table; betweenness; in_degree; out_degree; codebook;
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specific-tables
This table makes searching for a specific statement easy.
statements table; search; fields
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specific-tables
This table is useful when looking at how many times factors have been mentioned in links.
mentions table; links; influence; consequence; count
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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
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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;
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Theory
The Library allows you to save and share views of your data.
comparing maps; groups; filtering;
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5: Coding with AI
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Overview
On the next pages you will learn how to use AI to automatically analyse your data in Causal Map.
overview; AI
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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
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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
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6: Technical reference
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Overview
This section contains technical reference for the Causal Map app.
technical reference; overview
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Theory
fields; factors table; links table; sources table; questions table; mentions table
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conventions; formatting;
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Theory
glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding
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Theory
glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding
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Theory
glossary; terminology; causal mapping; causal links; bundle; Hierarchical coding
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Theory
tables; Causal Map; columns; links; sources; questions; statements
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Theory
functions; opensource R package; vignette
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admin permissions;
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hosted; Causal Map;
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Frequent Asked Questions.
Frequent Asked Questions; FAQ; special characters; security audit ; import; export; coding; bugs
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