Pandemic Journaling Project: Thematic Coding of Journal Entries in QDA Mode

# Pandemic Journaling Project (PJP-1): Thematic Coding in QDA Mode
#
# Dataset:
#   Sarah Willen and Katherine Mason (2024). "Data for: The Pandemic Journaling
#   Project, Phase One (PJP-1)." Qualitative Data Repository.
#   https://doi.org/10.5064/F6PXS9ZK   (controlled access)
# Paper:
#   Heather M. Wurtz, Sarah S. Willen, and Katherine A. Mason (2022).
#   "Introduction: Journaling and Mental Health during COVID-19: Insights from
#   the Pandemic Journaling Project." SSM - Mental Health 2: 100141.
#   https://doi.org/10.1016/j.ssmmh.2022.100141
# Project page: https://pandemic-journaling-project.chip.uconn.edu/
#
# What PJP-1 is (from the deposit's data narrative, PJP_A-01): a weekly online
# journaling study that ran from May 2020 to May 2022 in English and Spanish.
# Nearly 27,000 journal entries from more than 1,800 participants in 55
# countries. Each week a participant could write up to three entries: one to
# the recurring prompt, one to a choice of two topical prompts, and an optional
# third. The prompts in sample-data.json are quoted from the deposit's prompt
# list (PJP_A-06_QualitativeNarrativePrompts.xlsx).
#
# The codebook: PJP's undergraduate research assistants tagged entries with a
# "preliminary tag list" (PJP_A-12 for audio entries). They tagged a short
# description of each entry rather than its transcript. The public audio
# catalog (PJP_A-11_AudioCatalog_PUBLIC.xlsx) lists the tags applied to 385
# audio entries from 97 participants. This config seeds the codebook with the
# 21 tags applied to 17 or more of those entries, spelled as PJP spells them,
# and leaves out the tag "covid", which fits nearly every entry. PJP publishes
# tag names only. The one-line definitions below are this design's working
# definitions, written to be revised by the coding team.
#
# Reproduction notes:
#   - PJP-1 journal entries are controlled-access data. Every entry in
#     sample-data.json is SYNTHETIC, written for this design in the format of
#     the deposit (participant IDs ending in _EN or _SP, weekly prompts).
#     Participant IDs contain "SYN" so they cannot be mistaken for real ones.
#   - entry_tags reproduces PJP's whole-entry tagging. excerpt_codes adds what a
#     QDA package adds: codes on highlighted excerpts, with in-vivo coding.
#   - One case per participant, keyed on participant_id, so the code-by-case
#     view shows each journaler's entries together across weeks.

annotation_task_name: "Pandemic Journaling Project: Thematic Coding in QDA Mode"
task_dir: "."

data_files:
  - sample-data.json

item_properties:
  id_key: "id"
  text_key: "text"

output_annotation_dir: "annotation_output/"
export_annotation_format: "jsonl"

port: 8000

# QDA Mode turns on the codebook, memos, and case grouping together.
qda_mode:
  enabled: true
  memos:
    enabled: true
    show_sidebar_by_default: true
  codebook:
    enabled: true
    mode: open

# With text selected in excerpt_codes, press "i" to create a code from the
# selected words (in-vivo coding).
codebook_invivo_key: i

# New memos are private to their author (and admins) unless shared.
annotation_ui:
  memos: true
  visibility: private

# One case per journaler. `language` is lifted onto the case so the code
# crosstab can compare English and Spanish journals.
cases:
  enabled: true
  key: participant_id
  auto_detect: true
  attributes:
    - language

# Full-text search over all entries; in QDA Mode the coder may open any
# matching entry from the search panel.
search:
  enabled: true
  backend: fts5
  annotator_claim: true

annotation_instructions: |
  You are coding journal entries written for the Pandemic Journaling Project,
  in which people chronicled how the COVID-19 pandemic affected their lives,
  week by week, in English or Spanish.

  Each entry answers the prompt shown above it. Entries from the same person
  belong to one case, so you can read a journal from week to week.

  1. Read the whole entry before coding anything.
  2. Highlight passages and apply codes in "Excerpt codes". To create a new
     code from the journaler's own words, select the words and press "i".
  3. In "Entry tags", tick every tag that describes the entry as a whole, as
     PJP's research assistants did.
  4. Write a memo whenever a code feels like a stretch, when an entry connects
     to the same person's earlier weeks, or when you notice a pattern across
     journals.

  Spanish entries are coded with the same codebook. Quote the original words
  in memos rather than translating them.

instance_display:
  fields:
    - key: week
      type: text
      label: "Week"
    - key: prompt
      type: text
      label: "Narrative prompt"
    - key: text
      type: text
      label: "Journal entry"
      span_target: true

annotation_schemes:
  - annotation_type: span
    name: excerpt_codes
    description: "Highlight a passage and apply a code. Select words and press i to code in vivo."
    codebook: true
    labels: &pjp_tags
      - name: "work"
        tooltip: "Paid work, jobs, and workplaces, including job loss and changes in how or where someone works."
      - name: "family"
        tooltip: "Family members and family life, including relatives the journaler lives with or cares for."
      - name: "school/academics"
        tooltip: "Schooling, classes, coursework, and academic life at any level."
      - name: "strong emotions"
        tooltip: "An intense feeling the entry names or describes, such as fear, grief, anger, or relief."
      - name: "isolation/quarantine"
        tooltip: "Being kept apart from others by quarantine, illness, stay-at-home orders, or distancing."
      - name: "news/current events"
        tooltip: "News coverage and current events the journaler reacts to."
      - name: "vaccines"
        tooltip: "COVID-19 vaccines: getting one, appointments, side effects, and views about vaccination."
      - name: "socializing"
        tooltip: "Seeing or talking with other people, in person or online."
      - name: "college students"
        tooltip: "The journaler, or someone they write about, is a college or university student."
      - name: "health"
        tooltip: "Physical health and illness, including COVID-19 infection and testing."
      - name: "home"
        tooltip: "Home as a place: being at home, housework, and the household's space."
      - name: "mental health"
        tooltip: "Psychological wellbeing or distress, therapy, and ways of coping."
      - name: "reopening"
        tooltip: "Businesses, schools, or public life reopening, and returns to in-person activity."
      - name: "older people"
        tooltip: "Older adults, such as parents or grandparents, including their risk and their care."
      - name: "politics"
        tooltip: "Elections, parties, politicians, and political conflict."
      - name: "children"
        tooltip: "Children and childcare, including the journaler's own children."
      - name: "masks"
        tooltip: "Wearing masks, mask rules, and disputes about masks."
      - name: "friendship"
        tooltip: "Friends and friendships."
      - name: "relationships"
        tooltip: "Romantic, family, or social relationships and how they changed."
      - name: "travel"
        tooltip: "Trips, travel plans, and limits on travel."
      - name: "nature"
        tooltip: "Time outdoors and the natural world: parks, gardens, walks, and weather."

  - annotation_type: multiselect
    name: entry_tags
    description: "Which tags describe this entry as a whole?"
    codebook: true
    labels: *pjp_tags

user_config:
  allow_all_users: true