Creating and Managing Reframer tags

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Reframer uses tags to help organize and filter your observations when you analyze your data later on. You and your team can add tags to observations during or after your sessions. We generally recommend tagging your observations afterwards to help you focus your attention on what matters most in your session (your participant!).

As you start creating and tagging observations, new tags will show up in the tag management area giving you a complete picture of all the tags used by you and your team.

Any tags you create will be accessible as you take notes during and after your session too.

If you're certain about the key words and phrases that your study will focus on or surface, you can create tags prior to your first session. For more structured, task-based research, we recommend setting up your tags in advance. For more open-ended research, you may prefer to hold off on creating any tags until you see patterns start to emerge during your sessions.

The more accurate and refined your tags are, the more meaningful your results will be.


Tags for task-based research

For tasked-based research (such as usability testing), you can predict some of the tags you’ll find most useful for your study based on your objectives. A group of tags that relate to sentiment is a safe bet. Using tags to identify the tasks or screens you’re testing, or the activities you’re asking your participants to complete is also a good idea.

Tags for open-ended research

In the case of more open-ended research (such as user interviews), predefining tags beforehand can be difficult and may lead to unintentional bias.

While you may add some relevant tags before you begin, refrain from settling on your tagging structure until you’ve collected all of your data. Taking some time to immerse yourself in what you’ve heard will help develop a set of tags best suited to the data you’ve collected.

Organizing your tags

Tag groups make it easy to combine and locate relevant tags when applying them to observations. You can also use color to visually identify tag relationships or user sentiment.

You can also merge tags together. This can be particularly handy after a session with multiple notetakers as one person's 'user_interface' might be another person's 'UI'.  Regionalized differences in spelling can also be cleaned up this way, 'color' versus 'colour' anyone?


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