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What is Automatic Highlighting and Tagging?
What is Automatic Highlighting and Tagging?

All about the new "Highlight & Tag" feature for AI Summaries.

Jessica Rayome avatar
Written by Jessica Rayome
Updated over a week ago

Speed up your highlighting and tagging process by automatically highlighting and tagging AI Summaries of videos, audio files, transcripts, and documents.

Where do I find the "Highlight & Tag" button?

Once you have generated an AI summary on a data file, you will see three options at the bottom of the output: Regenerate, Translate, and Highlight & Tag.

Here is how to generate an AI Summary:

  1. Add data to a project, or open an existing file in your Data tab.

  2. Click “Summarize” and choose from one of our dozens of AI Summary Templates.

  3. At the bottom of the Summary block, click “Highlight & Tag”

  4. Watch the magic happen

You may generate multiple summaries for each data file - have fun and try new templates!

What content is highlighted?

When you select "Highlight & Tag" your entire summary is automatically highlighted according to the format of the AI Template you selected.

These highlights will be turned into notes on your canvas and rows in your table when added to Analysis.

Where do the tags come from?

To help researchers code their data more quickly, we have created a suggested tagging feature. When you automatically highlight your summaries, these suggested tags are automatically applied to these summary highlights.

There are two distinct approaches to tagging.

Inductive tagging uses a ground-up approach where you derive tags from the data itself. You don’t start with preconceived notions of what the tags should be, but allow patterns to emerge from the raw data itself.

Deductive tagging is a top down approach where you develop tags based on your research questions or an existing research framework or theory. Tags are predetermined ahead of analysis.

Suggested and automatic tagging in Notably combines these approaches, but uses a mostly deductive approach out-of-the-box. You start with a series of tags and then inductively come up with codes as you analyze your project data.

Tips to enhance accuracy:

There are a couple techniques you can use to enhance the accuracy of auto-tagging. Like suggested tags, they get better over time the more you use them.

  1. Provide tag descriptions and keywords: In the Tags section of your Notably project, fill out the description and keywords. Suggested and auto-tagging uses this content for accuracy.

  2. Add to Analysis as you go: Once highlights and tags are added to Analysis the more effective they apply to subsequent data files. Highlight and Tag as you go, clicking “Add highlights to Analysis” to push tagged data to Analysis and accuracy will continue to improve.

In a hurry? Try this prompt for Chat GPT to generate descriptions and keywords for tags:

Assume you're a qualitative researcher at [Company & Description], tasked with coding unstructured data from sources like focus groups, interviews, and surveys. Your objective is to identify words and phrases related to [Research Topic] that participants might use, formatted as a list.​
For the tags 'Tag 1,' Tag 2,' Tag 3,' and ‘Tag 4' provide a description in under 40 words. Then list 15-20 relevant, colloquial keywords for each tag.​These should be in the first person and reflect a variety of regional dialects, income levels, ages, and accents. Keep each keyword to a maximum of three words and present them in a line, separated by commas. Do not include quotation marks around the keywords.

How do I delete highlights that have been automatically created?

In any data file, when you highlight a snippet of data you will see it appear on the right side of your screen. This allows you to quickly navigate your page to any highlight selected there, and see all of the tags being applied to each highlight.

There are two ways to delete highlights before adding to Analysis:

  1. Hover over the highlight in the right side panel and click the "x".

  2. Use your mouse to click the highlighted text directly in your summary, transcript, or document, and click "Unhighlight".

See example below:

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