Download RECORD CODES 114

US 20030099402A1
(19) United States
(12) Patent Application Publication (10) Pub. No.: US 2003/0099402 A1
Baylis
(43) Pub. Date:
May 29, 2003
(54) METHOD FOR CONDUCTING AND
Related US. Application Data
CATEGORIZING DATA
(60)
(76) Inventor: Charles M. Baylis, Cincinnati, OH
Provisional application No. 60/302,633, ?led on Jul.
2, 2001.
(Us)
Publication Classi?cation
Correspondence Address:
Joseph A, Sebolt
SAND & SEBOLT
(51)
(52)
rm.c1.7 ..................................................... ..G06K 9/72
Us. 01. ............................................................ ..3s2/229
Aegis Tower, Suite 1100
4940 Munson Street NW
(57)
ABSTRACT
Canton, OH 44718-3615 (US)
(21) Appl. No.:
10/096,214
(22) Filed:
Mar. 11, 2002
A method of analyzing a verbatim text comprising the steps
of storing the verbatim teXt in an electronic memory device
and identifying at least one concept in said verbatim text and
linking said concept to a code.
LOCATE KEY
CONCEPTS {N
fw
VERBATIH RESPONSE
SEARCH FOR
MATCHING
12
/
CONCEPTS 1H
CODE BOOK
RECORD CODES 114
FOR MATCHING
CoRCERTs
Patent Application Publication
May 29, 2003 Sheet 1 0f 35
US 2003/0099402 A1
LOCATE KEY
10
CONCEPTS m f
VERBATIH RESPONSE
SEARCH FOR
mcmwc
12
/
comm 1H
CODE BOOK
RECORD 0005s [14
FOR MATCHING
concms
FIG]
Patent Application Publication
May 29, 2003 Sheet 2 0f 35
SCAN VERBATIH
TEXT USING
THE REGULAR
16
/_J
EXPRESSION FOR
EACH CODE
HIGHLIGHT EACH
18
MATCHING CONCEPT fJ
LINKING IT TO
A CODE
VERIFY MATCHING
20
BY wewme NEVER /
TEXT
CONFIRM CORRECT
22
comm; BI’ cucxms /"
IN VERBATIII TEXT
FIGZ
US 2003/0099402 A1
Patent Application Publication May 29, 2003 Sheet 3 0f 35
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FIG4
Patent Application Publication May 29, 2003 Sheet 4 0f 35
US 2003/0099402 A1
Loggoff
Goodbye Richard
Thanks for working with Lenweee Logic.‘
He'e ere :he resvlze of your sesswn:
; Du'eiim (mm-tee)
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Add email address if
you want to
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communiceie with
this person at study
completion. for
instance.
i Seal: tent-n: member
Set the ieveis of privilege
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Patent Application Publication
May 29, 2003 Sheet 5 0f 35
US 2003/0099402 A1
FIG. 7
Editing contact
: Fim name
Company contacts
may only be granted
Client access. it‘;
i 7W
usually good To add
break: @511 slows-a ti ::-1
E Climax amass
= F
their email address so
that they may be
ncti?ed upon study
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completion.
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Patent Application Publication
May 29, 2003 Sheet 6 0f 35
US 20 03/ 0099402 A1
Studies
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Load Responses for study Static Hair Conce t Test
Enter :he Ml oath and We name cf zhe {?e you wish to load OR
Ch'ck on :he BROWSE bUZID? :o searm for me fde
Chi :he LOAD buzton to transmit the ?le.
Enzer me name of the me yau wish to Send I
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this window. click on
load and your data
will be loaded to each
of the questions in
your study.
; 896M119
‘_
Patent Application Publication
May 29, 2003 Sheet 7 0f 35
US 2003/0099402 A1
liesponse Loads Completed Successfully
l Question ID - Responses loaded
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load (see
xxxxxx). it is
occur is you try to load a
case insensitive
Question lD/Respondent ii)
that has been loaded
previously.
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To delete loaded
User Name is the name ‘ll-let you use
data, you must be an
when you rype in you password in
the FTP screen.
click on lhe X. This
will d elete only the
data that you loaded
from ilae database. It
is useful when you
load a ?le by
mistake.
within the same
load file.
This is the number of responses.
either open or closed ended that
you have loaded to :he
administrator, and
you have
matching
Respondent ids
a \
2}
is in lhe quesiion
that you want
RESPONSES will
be combined if
FZGJZ
Patent Application Publication May 29, 2003 Sheet 8 0f 35
US 2003/0099402 A1
Add a new study by clicking
on the “Add a New Study"
bunon. If you choose ihis
option a “new” szudy will be
ckciick on 1h: magni?'ing glass to man or edit
the code book for the selected study.
added 10 the list for you 10
edit.
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available to Administrators.
FIGJS
Patent Application Publication
May 29, 2003 Sheet 9 0f 35
US 2003/0099402 A1
Stud)‘ Xame -- xb:
name of 131: m6)’
Sums:
LL'mo'c! Conmcn'on
2. Coéing in Pmguss
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3. On Hold
number
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4. Review in pwgnss
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customer will 322v: Sméy
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Delete study
Static Hair Concept Test
' Era-Mimic:
‘
56:: ‘we c'es'rvi c'akte can-.3255 .‘rcm ‘be ' "~Ie ‘valve.
‘You must ensure :hat :0 ccc'ers are M
"as on this study. 7215: duck is your responsabiiizy. 31': code: is working ca a.
?uéywhe: you dekle it, _'ou “in cause xhu coder‘: sessio: to trash!
Dekze L.“ Cbdcd open responses Ic: L5: stué)’.
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Patent Application Publication
May 29, 2003 Sheet 10 0f 35
US 2003/0099402 A1
Questions for study Static Hair‘ Concept Test
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Adding an Open Ended Question
Questions for study Static Hair Concept Test
‘.2: a air can :uestbn
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‘5: a 52W cleseé :uumi-z
Click on this butt 1, and you’il be asked:
FIG]?
1
Patent Application Publication
May 29, 2003 Sheet 11 0f 35
US 2003/0099402 A1
Copy code book
Select one of the cations below.
6 Do not copy a code book. 3 went to date the code book myself.
F’Qioe book from another study. I can edit the code book after it is copied.
Punch this button. click on OK
and you will be presented with
a list of studies. then Questions
from which you may copy a
code book in its‘ entirety.
F1618
Appears in the top most
Editinll q uestion
window during coding.
:_Questicm type
Question ID
. Open
' ?lm
Caro’ number (Used only for column Binary ?les.)
5 Column (Used only for colurm binary fmmet. This IS the left
i column where the code tor the ouestion '5 written)
* in
In
4:
2 Columns (uses only for column binary format. Thts l5 tne
= number of columns used to write eedw code )
._
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: is
5 ‘or queue: zen
Question te>t
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l
These ?elds are used to
format results data in a
Z
5‘
card/column format.
usually to create a
Quantum ASCII data set.
‘
.
.
.
See Down Loading
Help about this question. Will be
Results.
dtsplayed anytime you CllCk on the
while coding.
FIGJQ
Patent Application Publication
May 29, 2003 Sheet 12 0f 35
US 2003/0099402 A1
Editing question
Quesiionioe
1 Question ID
3
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Question 29::
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Came! I
F1620
Closed responses for question Q1
1:: a new response ' ‘ l
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~ 555: u: ouenbn /
2 Value
I 1
Description
.‘mateiv would not ouv
52
Probably wouto not buy
The value is the
actual response
vaiue that is
written into data
during the course
of the survey. The
description is a
description of the
response category.
Entering accurate values and descn'ptions is important for both the coding and reporting
phases ofthe system.
FIGZJ
Patent Application Publication
May 29, 2003 Sheet 13 0f 35
US 2003/0099402 A1
Selecting the study and question to code
/ Select a study to code by
clicking on its‘ Study Name.
Studies available
Select a study to code from the list below.
i‘ Enter ouelitv check coees
Sm
“am:
-
_
-
Number of
may dcsmpwn
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Click
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to code
8:59
755
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Responses remaining
responses
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Study among Aonievers
Number
75-5 of \responses that
755 have been
\ loaded for
enter quality mode.
all of the questions in the study. and the
You must be a
supervisor to use this
number or’ responses not yet coded.
function. Quality
mode provides a
capability to compare
coder results against an
experts coding.
—.___.__,____J
F1822
Select a q uestion
Questions in study Sta?c Hair Concept Test
l
‘
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‘ whet, “ En‘f‘hlng‘ em you particular; LZK: about the Stem Free
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I lune; f ens-thing, did you t-erticulerly DISLJKE about the Static
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Click on the question ID of the
question you want to code.
177623
Patent Application Publication
May 29, 2003 Sheet 14 0f 35
US 2003/0099402 A1
The Coding Window
The system has pre~identitied this phrase as
implying the “Controls static hair" category.
Click on the ? to sec :1] china
responses coded for this qucstion, as
Use the cursor to hover on it and you will the
category. Click on it and you will select that \'
well as some help.
category to code this verbatim response.
Click on the‘? to
see al'i of the
responses that
have been coded
1
with this category.
‘oration
Associatcd
cioscd and
responses.
l
l
Move back and
an.
forth in the
responses by
clicking here.
' e o'oo'uct you just looked at,
whiz‘- ot't - following stat t.
its best o'esc'ibes how you feel
chout buying Static Free?
o i . _nt or might: not buy
ur-t: can i
160.! towns-3:1
Click on the cross to see
all of the verbatim
responses for this
respondent. The c‘.ient
supplied respondent
Press the Apply
Codes button and
is
displayed as well as the
number of veroatims
that remain to be coded.
_
__ _
l
you will code it 2
response with the list
of codes that you
have selected and
that appear in the
lower left window‘
FY6324
A list of codes that you have
selected to code this response. You
may select a code either from the
code book or by clicking on a
phrase (or word) highlighted in the
response text. Once selected you
may click on them in this window
and they will disappear.
Patent Application Publication
Postpone I
May 29, 2003 Sheet 15 0f 35
Undo :55: j 1 mm; sum-visor
i
iizlassil‘y' I
US 2003/0099402 A1
Hm! ' men'bhlfa’ji I???“
Refer To Su ervisor — Click on the refer to supervisor button when you want to
communicate with your supervisor about a response. Your supervisor will receive an
indication that you have referred this response and will then reply.
7 What. If anything, did you penioolary LEKE about the Static Free prod
would be me for
as; in the office.
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Type the reason you are
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referring the response to the
supervisor in this box. and
° muons: rev: 7202
aespo'i?em: 10327
'73 remaining)
when ?nished click OK. At
Language Logic~ referrals are
usuaiiy a request for a new
code or Net. Other
/
Describe why you are referring this respo‘y
.
companies use them just as
communications ability.
""oduct List?
'Whid‘i steierr-e
‘OK
CB2;
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LAKE or i
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Like somewl'
Editing referral
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3
5
Referred by
Referred on
Study nevi-1e
Client
r‘ rthornen
; 23-8-2000 12:05:23
Static rieir Concegtlesi_
Harris Interactive
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LQeessieoiQ
I What, if emit-ring, die you pert-aviary LF-(E cote-t the Stem Free
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- Verbatim
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19.22.0259 .- _ -Jiet e52 Jeazhe
Reason for
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.
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;
Enter you.’ response to this referral below
SUPCD'I'SOI replies 10
J
referral and when the
response is presented to
you in the coding
window, it will appear
with a
to the left ofthe
response.
FY6125
Patent Application Publication May 29, 2003 Sheet 16 0f 35
US 2003/0099402 A1
Reel sit'y - This function allows you to reclassify a response to another question
and is used, for instance, to reclassify a "likes” verbatim response that has been made
to a “dislikes” question to the likes question. When you click on the reclassify
button, a Window will appear with the identi?ers for all of the questions in the study.
7 ‘i't’nat, if anythine, did you articular-y LEKE about the Static Free :ired
‘r'i'ould be nree for wn‘e-ti-re 553;; I? the offree.
Choose
the
Hover over the
Question
Question identi?er and
you‘ll see the question
you want
text
reclassify
th
response
to by
clicking in
the circle
next to it.
Select the Question to whiten :rhs :espons'e
actually applies
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which a! :he {a
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which. stateme
would LIKE oti
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You will Move a
response if the
entire response
should be
reclassified. ln that
case click Move
You will copy a response if it should be classi?ed in both this
Question and another question. For instance a like in the likes
question and a dislike in the dislikes Question. in that case a
copy of the response will be moved to the indicated Question
and you will code the response in both questions.
and the response
will be moved to
the indicated
question. and an
indication made
that the response
has been moved.
137626
Patent Application Publication May 29, 2003 Sheet 17 0f 35
Code Book
US 2003/0099402 A1
Code Dictionary
_........... ._,
.
. whgg, if anything, aid you par?culary LIKE
about the Static Free product?
6
o Dicn'l like the name (use: 22;)
0 Hal! Cenircl (as: 27:) ¢~ I
¢ 47 X
. Convois d'y heir mv: 25:)
9
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Click the X10 (
. Han’ Comm] * I
0 MI other hair contra! mentions ¢
0 Conzmls dry hair <a'-_-'...ha1r>> ¢
I; k/ delete this code
Car-vols irizzv heir/:he fn‘zzies (13;
car-1w]: static 715M529: a‘)
e I" X
conzreis ‘you? hair m :he wmter (an:
22:)
9
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in :he wlnter
Controls Fer; hair (92: 2&2) a p x
Lesks ell 6:10am 35) c r‘ ’‘
Leek-es hair menegat-le/iosks Iike I:
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a Product Use/mshcenon (:20: :25)
- Can use i: with :Tcw c‘rye:
:
Click on the =3" to add a child
Goes on fee: (a
we: epziice?w I
to this parent. The data base
All ozher eas?cezicn
a
‘5 structured as a tree. Each
I X
parent may have any
number of children and each
child may have one and only
Click on the P9 to edit the code
dictionary entry. When you
one parent. When you click
on the ‘2’ it will bring up this
screen and you may de?ne
your code.
do you will bring up this
screen.
. Fear Control/Centres ?y away hair]
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Long he}:
(hTML)
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FY6327
_
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.11
Patent Application Publication
Building a Code Book (
May 29, 2003 Sheet 18 0f 35
US 2003/0099402 A1
from the Study Questions Screen)
Question Code Book- these are the codes
Code Dictionary — This is the database of
that you will use to code the question. They
are copied from the code dictionaty, and
codes. They may be thought of as main
“ideas" that you will make speci?c to a
placed
question after you copy them to a question.
the question.“ You may change
them to be speci?c to the question, once you
-
have copied them from the code dictionary.
'
‘
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Y
. what, if anything, diclyou particulai-y LIKE aboutthe :_ - mp7s) Q a :a
Static Free product?
a
o Controls ow hair (22:) Q 0
o menciones a-iuncio/fc-too'a?a ms; 25:)
e i5 X
o Controls fly away hair (:sa) Q a
o appearance (s72: E75)
0
:7 X
_
:1
i‘
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o Controls t’rizzy hair/the frizzies (ass) Q 0
‘
e Ecomo'iy (s12: :97)
9 I 1
0 Hair Control (5:5: 27:)
¢- {7
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:- Controis static hair (25%) Q o
0 Controls your hair all other mentions zso) Q 0
‘
. Comrols o'ry hair (an: 2&-3
. Controls ?y away hair (a
:
o Controls your hair in the winter ass) El 9
o Could make hair iook bad (s:<) Q 0
Ir
I
:i
f
I
0 Good for long hair (ass) Q 0
e Lasts all day (ass) Q 0
o Leaves hair manaoable/looks
gteasayj'oliy/frlmyldirty
like it (315)
wouldQ(as?)
\‘r Q
a
j.
F
-
o Might smell bodes‘) Q o
’i t9 X
a)
J F X
. conzrois frizzy hair/the . 055(5291253) -‘ i X
- Cor-trois static hair (22:: as‘) s‘!
"
-. Controls
Cor-:rais your
Eon; hair
neir (s22:
in theass)
winter0 (:21:
i” x22s) 0 f X
- Leaves hair mar-aoable/Iooks like it would use;
‘=-
- 2E7)
Cooke-Is
9 your hair all other mentions (us: 25:)
o FealtWNutrtion
.3 p’ x
comments we: ass)
o Lasts all day (eats: ass)
0
b
F X
f:
5 X
1-,
{x
. eteams
Ability
fl'F-T}(sr-4)
to contactQcard
'> merrbersjeoldlplatinum
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marnoefs (see) Q o
. ‘
.‘
o Looks massing/product is interesting (as: 2::
a {7 X
o Looks
l-itscelianeous
iike it woH-zs
(:75: {es-e;
us) so.6 :9 ° X .7 X
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s
S
0 Access for P2 advisors to car lease (:92) Q o
o All other lead mentions (an) Q 0
o cerzian
Setter demographics/F11:eringTargeting/Leads
area (see) Q s
in
o l'iomhooat/Llm comments (ass.- ssr)
'-'
o Bettet/Qualn?ed/Lead generation/No more car
'
leads (see) Q s‘
0 Can use mailing list more than once (:29) Q 0
4: Car leads/Better car leadsiDitect car leac's (595) Q
5‘
~>
,4 X
0 Need to try It {es-a: as‘)
0 i’ ’‘
e Oil/El st'mawms 4:7‘: ‘to;
C- i x
o i-‘ackage (an: ass)
4-‘- 5' X
0 Product Usa/Aoolicetion teas: ass)
i
F
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. All ctnsr acolicstion 77165119163‘! as?)
- Can use it with blow drivers (:27.- sss
- Easy to use teas: 29s)
0
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i x
f X
I
ac‘visors (sss) Q 0
.
O
4;
0 Direct mail/Lead Drog'am aimadjcontzolled by P2
5 ’‘
9 X
. (2c! a?nlirxwnnlthan it: .1 As! “:1- -.-:=\
Esdd: sways-wanna
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0 Effective lead generation tools/Varied lead
n'Mra-n: ."aet Q
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Patent Application Publication May 29, 2003 Sheet 19 0f 35
US 2003/0099402 A1
Code Book key. T his is the number
that will be written into data when
you apply the code.
Code dictionary key. This is the code
number for the emry in the Code
Dictionary.
Example of a NET. or
. what, if anything, dio\Qu pa’ ' ularyiLlgE about :he Siazic Free proc'ucz?
- o Dion‘:
like the name . _ .
o halt Co...roi (us: 2:)
‘J
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g
1’
Undup. NET; always
have at least one child
- Conuals dry hair (5
code under them and
- Controls ?y away “
Conuols Frizzy he
Controls static hair (:2:
are de?ned as not
.
seleciable. They are
used in reponing to
Con-sols your hair 1:: :r-e
Console long hair (:22: 2
aggregate all of‘iheir
children codes into a
Looks interes .mg/p' -‘
0 Looks like it werks
o Need :o in it (so 2;‘)
o Pmo'un Use/applicatlm (
- Can use it with blow one
O
- Easyw use (e
0
i X
‘ Gel epnlicaziow't-e:
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lcszz:
.
Q
- Wet epplicetio. (:
. Ali ozher aoaliae?
major categoiy.
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'1‘ .5
E?ilO‘l 4:2‘:
0 Good Pricing/Cost (5&1
a Don't Know (en.- z:_
5
0
c
‘Die 6 is a copy symbol.
To copy a code from the
9 All other mis'eilaneous Mention (as: :77)
Code Dicn'onazy to a
question, follow ihese slaps.
('9
.
I
_
-
.-
-
The V is the Cdli symbol. 1! you Click on a penal next
:0 a code in ibc question code book or Ike code
dictionary, you will be able io edit ‘that code.
Tne X is zinc dclcie
symbol. If you click
1) Click on 11:: red do: under
which you want the code 20
on 13:: red .\:= you wiil
appear. For instance ifyou
delclc ihe code zhzt it
want the code to appear
is next to. You will
not be allowed l0
under the question, xbcn click
deleic codes 1112! have
quesiion iext. 2) Click on the
aJcady been used 5::
red dot next 10 the code that
you want ‘to copy. That's all
coding.
on ibe red dot new to tho
you do. The code will then
be copied.
H629