# OpenMax · Qualitative survey coding worksheet

Editable planning document, not an approved research protocol or proof of product capability. Do not enter identifiable or confidential responses without authorization. Use the companion fictional CSVs for a first exercise.

**Project setup**

- Research question and exact survey wording: [complete]
- Population, invitation rule, dates and item routing: [complete]
- Permitted purpose, audience, access and retention owner: [complete]
- Analyst, language reviewer and release approver: [complete]
- Method, codebook version and revision date: [complete]
- Unit of coding and denominator: [complete]
- Duplicate evidence, blank-answer rule and unresolved-answer rule: [complete]
- Original-language and translation locations: [complete]

For each entry, record the response ID and permitted supporting excerpt; proposed and reviewed assignment; reviewer; reason; codebook version. An empty field is unfinished work, not approval. The questions below make the initial definitions specific to this task. Revise them against the actual data.

## 1. C01 — Primary need

- Which explicit job or problem is described? [complete]
- Which words support it rather than an inferred strategy? [complete]
- Is an additional need present, or only the analyst's hypothesis? [complete]

## 2. C02 — Desired outcome

- What changed state is requested? [complete]
- Is it a wish or an achieved result? [complete]
- What unsupported time-saving claim must be excluded? [complete]

## 3. C03 — Current workaround

- What substitute process is currently used? [complete]
- What stated constraint explains it? [complete]
- Is it observed use or a hypothetical future action? [complete]

## 4. C04 — Trigger event

- What event is explicitly linked to what subsequent action? [complete]
- Which excerpt establishes the respondent's attribution? [complete]
- What causal conclusion cannot be generalized? [complete]

## 5. C05 — Success definition

- What threshold or observable test does the respondent state? [complete]
- What timing or operational context is supplied? [complete]
- Which separate owner must assess feasibility or commitments? [complete]

## 6. C06 — Positive experience

- What specific favorable experience and object are described? [complete]
- Which negative finding does this contrast with? [complete]
- What qualifications or mixed experiences must remain? [complete]

## 7. C07 — Negative experience

- What unfavorable event and consequence are reported? [complete]
- Is this an experienced event or a feared possibility? [complete]
- What would require separate verification rather than stronger wording? [complete]

## 8. C08 — Usability friction

- What interaction is difficult to find, understand or complete? [complete]
- Does the text actually claim absence, or only difficulty? [complete]
- What access or configuration question remains open? [complete]

## 9. C09 — Perceived missing capability

- Which exact words explicitly describe absence? [complete]
- What product, plan, permission or configuration check is needed? [complete]
- Why is this more than a request to add or help find something? [complete]

## 10. C10 — Support need

- What explanation, training or assistance is explicitly requested? [complete]
- At what point is help needed? [complete]
- Does a separate excerpt also support C08 or C11? [complete]

## 11. C11 — Trust concern

- What reliability, privacy, security or control question is expressed? [complete]
- Is it a concern, reported incident or verified failure? [complete]
- What sensitive detail must not be forwarded unreviewed? [complete]

## 12. C12 — Price or value concern

- Is the concern affordability, billing clarity, packaging or value? [complete]
- Does negation or acceptance mean this code should be excluded? [complete]
- What budget or willingness-to-pay inference is unsupported? [complete]

## 13. C13 — Adoption barrier

- What stated condition prevents or delays use? [complete]
- Is it current or hypothetical, and who reportedly controls it? [complete]
- What evidence links the condition specifically to adoption? [complete]

## 14. C14 — Improvement suggestion

- What change and intended benefit are proposed? [complete]
- Which separate content supports outcome or workaround codes? [complete]
- What feasibility question remains before making a commitment? [complete]

## 15. C15 — Unclassified or awaiting review

- Why is this unresolved: ambiguity, language, context or no fitting code? [complete]
- Is it nonblank, blank or off-topic under the inclusion rule? [complete]
- Who will review it, and does it remain in the stated denominator? [complete]

**Reconciliation and release**

- Prior assignment, replacement, reason and affected response IDs: [complete]
- Codebook change, recoding scope and completed review: [complete]
- Unique completed records / invited eligible people: [complete]
- Nonblank answers / completed records reaching the item: [complete]
- Substantively coded / nonblank; unresolved count: [complete]
- Per-code counts, common denominator and overlapping-assignment total: [complete]
- Counterevidence and alternative explanations retained: [complete]
- Interpretation, limits and proposed follow-up: [complete]
- Quote treatment, allowed audience and release decision: [complete]

C15 is not a substantive theme. Never label processing coverage as model accuracy. Fictional check values: 13 export rows, 12 unique completions, 10 nonblank, 9 coded, 1 unresolved, 19 substantive assignments. This check is not evidence of real research validity.

OpenMax · Editorial worksheet · 2026-09-04.