Organizing a list with intersecting categories - asking for help

Posted by Dr Andus
Oct 9, 2012 at 11:55 AM

How would you do the following and with what tools?

I have a hierarchical list (organised under headings in ConnectedText) with about 400 items, with about 3000 words. They are organised under 9 main headings (groups), but they have lots of sub-headings. I need to now analyse this list to group common themes that cut across the categories.

That itself would be easy enough to do with an outliner (CT’s own, Bonsai etc.), where I could just move similar items together under the same branch. However, I do not want to lose the membership of any item to the original 9 categories, which would be lost with this outliner method.

There seem to be two solutions to this. 1) Either I should somehow label each item with the 9 categories, or 2) organise this list in a table (as a matrix) where the 9 categories are the columns.

I have just realised as I was typing this that Bonsai does have keywords, so I will try that next. However, I’m wondering if there is a clever way of doing this with namesakes in BrainStorm for instance (which I’m still just learning).

I have tried the matrix method with a Word table and in TreeSheets, but the former somehow felt too cumbersome, while the latter I just don’t know well enough.

The challenge with BrainStorm is that I don’t want to immediately hide away all the sub-levels, because I need to keep evaluating the analytical possibilities, to develop new categories as I go along. I’m trying to both organise the list and evaluate it at the same time, in order to make sense of it as a coherent document (we’re talking about the final findings of my PhD research).

I see that by adding “CASE STUDY” above each of the 9 case study headings and highlighting it in yellow, BrainStorm turned it into a namesake, which allows me to navigate the document more easily. I wonder how one can use namesakes as a category label, so in the end I can preserve both the original 9 categories and develop several new ones, with the intersected text (items) being easily identifiable.

Any advice would be appreciated.