Analysis
Complete codebook management
Manage hierarchical codes, rules, history, merge, split, import, and reuse.
Implemented task
Public task
Open the Codebook panel.
Expected outcome: Code meaning, hierarchy, sets, history, operations, and open exchange remain versioned and reviewable.
Declared product contract
Inputs and task boundary
Inputs
- Project codes with names, definitions, scope rules, examples, hierarchy, and sets
Input constraints
- Each code has one stable identity and at most one primary parent.
- Split allocation requires explicit human assignment and merge preserves redirect history.
User actions
- Create or edit complete code meaning.
- Organize one hierarchy and independent sets.
- Preview and confirm merge or split operations.
- Inspect history or compensate a reversible operation.
Outputs
- A versioned project codebook with stable identities and audited structural operations.
Decision boundary
Where it fits
- Projects that need durable code meaning, organization, reuse, and maintenance history.
Outside the boundary
Where it does not fit
- Silent code identity replacement or automatic split allocation without review.
Verification
Product proof
journey
proof.m2-codebook-workspace
- Verified
- Review due
- Expires
- Code meaning, hierarchy, sets, merge, split, and history are available in the main workspace.
- Large codebooks remain virtualized and keyboard-operable.
Failure boundary: Complete-project QDPX exchange remains outside the codebook snapshot boundary.
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.