How to create themes on the Themes tab

Reframer is currently in beta, which means this content is too! We'll do our best to update it promptly as improvements are made. Thanks for your patience and feedback as we work on making Reframer awesome. Notice something that needs work? Please email support@optimalworkshop.com.

The exploration functionality discussed in this article is in experiment-phase, and will change as we progress.

The Theme Builder on the Themes tab enables you to explore relationships between your tagged observations, and to then create themes based on these relationships. As your project progresses, the top five themes — those with the most observations — will be displayed on your Results Overview page, and will be your project's key findings or action points. 

The data in the Theme Builder updates automatically whenever you create a session, add an observation, or add a tag within that project. You will, though, get the most out of exploring trends in your data once you've tagged a substantial number of observations, so we suggest doing this first. 

Read about how to tag observations after a session.

Read a description of what you see on the Themes tab.

Selecting a tag will allow you to create a theme 

Select a tag in the Theme Builder to display all related observations on the right. The tag you select will no longer be available in the Theme Builder. As soon as you select a tag, you can create a theme by clicking 'Save this theme' and naming it. 

In our example study, we've selected the tag pdf-forms because it's the most common tag in the project so far. Now, only the 19 observations tagged with pdf-forms are shown in the right hand column.

We could create a theme with just this tag at this stage, or we can leave it unnamed for now and explore a few more relationships before committing.  

Narrow and broaden your selection to explore relationships and create themes

The tag you've selected will influence part of what the Theme Builder shows you next. The list of tags will still display the number of observations each tag appears on, but it'll now also display the number of observations each tag has in common with your selected tag. 

Narrowing your selection

When we look at the tag scrolling in our study, we can see that it's attached to 5 observations that also have the pdf-forms tag:

Therefore, to narrow our selection of observations, we select the 5 so that only those tagged with both scrolling and pdf-forms will be displayed on the right. The tag scrolling will appear inside the square brackets above our list. 

We could now choose to create a theme with these five observations, and name it something like "Participants relying on PDFs spent more time scrolling".

Broadening your selection

Instead of narrowing our selection, we could broaden it by selecting other tags. When we do this, observations that contain both tags and either tag will be displayed. In our example study, we could select the 13 observations with the tag FAQs. (In this example, the project contains no observations with both tags.)

When we select the FAQs tag, the observations in our list are now tagged with one or the other, or both. The new tag is placed in another set of square brackets above our list, separated from our original tag with OR.

Our new list contains 32 observations, out of the total of 96 over the whole project. We could now decide to save this theme because it answers one of our project objectives (to find out what parts of the website do people look for information most often?). 

Narrowing and broadening your selection

Right now, we intend Reframer to be capable of allowing you to explore relationships by narrowing and broadening your selection, which would look something like this:  [pdf-forms + quote] OR [FAQs]. 

Keep in mind, though, that the exploration functionality discussed in this article is very much a work in progress. We encourage you to experiment yourself. Now that Reframer is in beta, we expect it will evolve in line with how people use it, and want to use it.

Please let us know what you think and how we could help you get more from your research.

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