Guide to Causal Mapping
Overview
1: Getting Started
Level 1 overview
📚 What is a causal map?
📚 What is causal mapping?
- Causation - no longer a taboo
📚 Are Causal Map and causal mapping for you?
Prerequisites for using the app
- Signing up
Accounts
Getting help
Has someone shared a file with you?
You want to code your own data?
Your first 5 minutes with Causal Map
Interactive View
- Tracing paths
Print view
- Copying your map as a vector image
Tables
- Presets
Level 1 quiz
2: Basic Coding
Level 2 overview
Making your own copy of a file
Creating a new file
How to upload and update your data – Overview
Preparing to code
The info panel
- The memos panel
The Coding Panel: creating factors and links
- Creating links in the app
  - About the factor label dropdown menus
Editing factors and links (basic)
📚 Factor labels: introduction
📚 Factor labels: actual facts?
📚 Factor labels: actor-focused
📚 Factor labels: semi-quantitative
- “Semi-quantitative’ labels
  - Examples of semi-quantitative factors
  - Non-quantitative factors
📚 Factor labels: using flags
Level 2 quiz
3: Basic analysis
Level 3 overview
Analysing a file
- Background information about filters
The Dashboard
Tables
- Features common to all the tables
The Factors table
- Factor memos
The Mentions Table
The Links Table
- Fields
The Statements Table
- Fields
The Sources Table
- Fields
The Questions Table
The Closed Question Blocks Table
The Metrics Table
- Summary
- What the metrics mean
Level 3 quiz
📚4: Advanced coding
Level 4 overview
Managing your file: The top menu
Data manager
Collaborating at Causal Map
- Overview
  - Details
- Teams
Uploading your data
Uploading additional data
- Providing additional data as additional fields in the statements table.
- Uploading using separate source and question tables
Appending and fixing data (“roundtripping”)
Importing your data: special cases
Merging files
- Alternative method
Editing factors and links (advanced)
📚 Factor labels: consolidating
- Consolidating and editing factor labels
  - Merging multiple factors into one
  - QuIP specific: back-chaining
📚 Factor labels: desirable?!
📚 Factor labels: more about flags
The Factor Editor
📚 Simplifying causal maps with hierarchical coding
Hierarchical factors in Causal Map
📚 Coding opposites
Importing a codebook of factors
Creating links (more tips)
Link memos, flags and hashtags
- Using memos and hashtags
  - Memos
  - Link flags (aka Hashtags)
Ellipses
- Coding your statements in context: referring to evidence from elsewhere
Quickfields
Document coding score
📚 Plain coding
Level 4 quiz
5: Advanced analysis
Level 5 overview
Dashboard (advanced)
Filters – overview
What is the logic behind the Causal Map filters?
Filters: tips
- Restoring previous filter
📚 Analysis: comparing maps between particular groups
Quickfields: analysis
📚 Tracing paths
- Summary
  - How to trace paths
  - Removing unwanted links
Continuity and tracing threads
Conditional formats
Simple formats
Smart zooming
📚 Clustering sources
Recalculate fields
📚 Interpreting your results
Tables - advanced
Top tips on coding
Level 5 quiz
The rest of the app
The Updates tab
The File Manager
Managing your subscription
📚Spotlights
Spotlight
📚 Causal Mapping: Definitions
- What is a causal map? What is causal mapping?
- Summary
📚 Causal mapping for evaluators
📚 Causal Mapping and Outcome Harvesting
📚 Context in causal mapping: how to code it
- Using context in the Causal Map app
📚 Beware the transitivity trap
📚 Cases, variables and percentages in causal mapping?
📚 Different kinds of question chaining, with QuIP and ParEvo as illustrations
📚 How to get to the shadow side: a problem with back-chaining
📚 Strength: Adding additional information like strength of a link in a causal map
📚 The last minute principle
📚 Causal maps, systems maps, what’s the difference? Does it matter?
- What is the difference between a causal map and a systems map?
- Are systems maps about systems?
📚 Coding time in causal mapping
More about coding opposites
📚 Puzzles in causal mapping
📚 Is one direction enough?
Showcase: how the Causal Map app has been used
- Reports
Technical reference
Technical reference
Video list
Conventions
- Formatting in this guide…
Screenshotting your maps
FAQs: Causal Map questions and troubleshooting
📚 Glossary
- Generic terminology for causal mapping
Filter reference
How Causal Map is hosted
Reports tab
Core tables in Causal Map
- The main five tables and the most important fields / columns
Medals
Using the Advanced Editor to create and edit filters
Keyboard shortcuts
- General
- Factor Editor and Advanced Editor
  - Line operations
  - Selection
  - Multicursor
  - Go to
  - Find/Replace
  - Folding
  - Other
Causal Map functions
Causal mapping with Excel
Using StorySurvey: for survey editor
Features of Causal Map
- Main features of Causal Map
- Additional new features in Causal Map 2
Recent changes
📚Final section
Acknowledgements
Appendix: Publications and links
References
Causal Map

Guide to Causal Mapping

Video list

These videos are all included at different points in the Guide. If you love videos, here they are again in one place. Feel free to binge.