Verified product scope
OpenVerbatim capability status
What works now, what is partial, and what is planned. Status comes from the same registry used by the application and browser sandbox. An API, fixture, or draft does not count as an implemented user capability.
Registry revision b688fd214052
How to read the status
- Implemented
- A current user path and test evidence exist.
- Partial
- Part of the task exists, but the complete user outcome does not.
- Planned
- The audit includes the capability, but the product does not provide it yet.
- Demo only
- The capability is available in a synthetic browser demo, not a production workspace.
Data types
Audio upload
ImplementedUpload WAV, MP3, and M4A sources into the durable processing pipeline from the live workspace.
- Audio containers outside WAV, MP3, and M4A require an explicit format addition.
Text and subtitle import
ImplementedImport TXT, Markdown, SRT, and VTT through the main application or API with versioned text/time locators.
- Direct text files must be UTF-8 and no larger than 50 MB.
Transcript correction
ImplementedStage up to 200 transcript text, speaker, and timestamp corrections; preview their impact; recover conflicts; compare revisions; and compensate the latest ordinary batch without rewriting history.
- Correction batches edit existing lines only; insert, delete, split, merge, and reorder remain read-only diff outcomes from structural reprocessing.
CSV and XLSX import
ImplementedImport CSV and XLSX cells with durable sheet, row, and column evidence locators.
- Import requires a unique, non-empty header for every populated column.
Document import
ImplementedImport DOCX and PDF material while preserving source positions.
- DOCX locations use canonical extracted-text offsets because Word pages are layout-dependent.
- PDF page regions require Poppler and scanned PDFs must be imported as images for OCR.
Open-ended survey import
PartialImport CSV or XLSX answers with questions, respondents, and variables.
- Response, respondent ID, and variable columns can be mapped, but typed participant/case variables and conflict handling remain part of M3.
Image import and OCR
ImplementedImport images, run OCR, and retain region anchors.
- The self-host image includes English OCR data; other languages require additional Tesseract data and OV_TESSERACT_LANG.
- OCR review and correction is not yet a dedicated mapping screen.
Video import
ImplementedImport video and preserve audiovisual time anchors.
- Video currently uses the audio transcription path; frame-level visual analysis is not implemented.
Methods
Frozen method template selection
ImplementedSelect, preview, freeze, and execute one of seven method disciplines with explicit starter-codebook rules.
- Named methods still depend on their separately tracked deep-workflow capabilities.
Thematic analysis workflow
PartialBuild, test, relate, revise, and review themes against exact supporting and counterexample evidence.
- Complete thematic reporting remains tracked separately in the reporting milestone.
Grounded theory workflow
PartialCreate a project whose coding prompt does not begin with preset codes.
- Constant comparison, axial/selective coding, memoing, and theory evolution are incomplete.
Framework analysis workflow
PartialApply a researcher-provided framework and pause automatic coding until its codebook exists.
- Framework matrices and case summaries are incomplete.
Analysis
Evidence-grounded AI coding review
ImplementedReview cited AI coding suggestions with rationale and explicit human decisions.
Manual multimodal coding
ImplementedSelect text, page or image regions, table cells, or media ranges and apply one or more human codes.
Codebook view and open exchange
ImplementedView complete code meaning and exchange current codebook snapshots through CSV, XLSX, QDC, or QDPX.
- This exchanges the current codebook snapshot; complete project QDPX round-trip remains a separate M6 capability.
Complete codebook management
ImplementedManage hierarchical codes, rules, history, merge, split, import, and reuse.
Manual theme workspace and candidate review
ImplementedConstruct, organize, relate, merge, archive, and version human themes while keeping automatic themes as reviewable suggestions.
Cited project questions
ImplementedAnswer project questions from confirmed evidence with quotes and source locations.
- Cross-project scope, saved comparisons, and complete export are not implemented.
Queries and evidence matrices
PlannedRun saved Boolean, proximity, case, and matrix queries with evidence drill-down.
- Structured queries and matrices are not implemented.
Multimodal annotation
ImplementedCode text, page and image regions, table cells, and audiovisual time ranges with overlap and multiple codes.
Versioned memos and research log
ImplementedWrite private, team, or published memos with version history and exact evidence links in one research log.
Exact versioned evidence navigation
ImplementedReturn from codes, memos, logs, questions, shares, and history to the exact evidence revision and location.
Annotations, bookmarks, relationships, and hyperlinks
ImplementedCreate named evidence annotations, bookmarks, typed relationships, and safe HTTP or HTTPS hyperlinks.
- Hyperlinks are stored and validated but are never fetched by the server.
Filterable operation history and compensation
ImplementedInspect coding, codebook, memo, and governance history and undo or redo reversible work through new audited actions.
- Consent withdrawal, permission removal, and retention actions require their dedicated governance recovery path.
Collaboration
Second-researcher review
ImplementedAgree, disagree, or comment on another researcher's current coding decision.
Dispute resolution
ImplementedKeep, modify, or reject disputed evidence with a durable reason and history.
Blind independent coding
PlannedAssign the same material to researchers who cannot see each other's work before submission.
- Blind assignment and submission are not implemented.
Coding agreement analysis
PlannedCompare coding boundaries and calculate percentage agreement, Kappa, and Alpha.
- Side-by-side comparison and agreement statistics are not implemented.
Delivery and exchange
Reviewed evidence sharing
ImplementedShare confirmed excerpts with redaction, consent, revocation, feedback, and access requests.
- Complete reports, charts, and media reels are not included.
Method disclosure draft
PartialSummarize manual and automated confirmation activity for method disclosure.
- There is no complete, downloadable audit or methods package.
REFI-QDA project exchange
PartialBuild a confirmed-evidence QDPX archive on the server.
- The web app has no export entry point and QDPX import is not implemented.
Report builder
PlannedDeliver findings, citations, counterexamples, charts, actions, and media clips.
- A complete report builder is not implemented.
Privacy
External processor policy
ImplementedAllow or deny external processing before project data is sent.
- Administrators do not yet have a complete visual policy center.
PII candidate review and redaction
ImplementedReview deterministic PII candidates individually or in a batch, apply per-kind replacement rules, and undo the latest batch through a new revision.
- The deterministic scanner currently covers email, phone, URL, and IP address patterns; semantic names, addresses, health data, and organization-specific classes require another detector or manual review.
Participant source withdrawal
ImplementedPreview and cascade removal through media, transcript, analysis, themes, and sharing.
- Precise cleanup of every historical Ask citation remains tracked separately.
Share redaction and consent
ImplementedHide, mask, or explicitly confirm consent for each shared excerpt.
Platform
Browser review sandbox
Demo onlyRun the review and manual-coding demo locally in the browser without an account.
- The sandbox is not a complete local production workspace.
Self-hosted deployment
PartialRun the application, worker, database, and storage through the documented deployment stack.
- Administrator governance and disaster-recovery proof are incomplete.
Mobile workspace
PlannedReview and capture research material from mobile devices.
- The main workspace currently has a desktop-only gate.
Capability truth registry
ImplementedDerive product, sandbox, documentation, and SEO capability states from one validated registry.
Minimal acquisition lineage
ImplementedPreserve bounded landing, sample, template, and tool context through project and source creation.
- The lineage is project-scoped business metadata and does not create a cross-site profile.
Synthetic sample
Automation adoption interview review
A synthetic interview study for reviewing AI suggestions and adding manual codes without uploading research data.
- Review an AI coding suggestion: One suggestion has an explicit confirmed, rejected, or disputed state.
- Create a manual coding: A selected transcript range is stored with a human-authored code.
- Inspect the lightweight codebook: Code definitions and confirmed or suggested counts remain visible.
OpenVerbatim is an open-source (Apache-2.0) qualitative data analysis platform for coding and analyzing interview transcripts. AI-suggested codes stay marked as suggestions until a human reviewer confirms or rejects them, and every decision is kept in an audit trail. The full feature set is available when self-hosted; there is no paid feature wall.