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Manage Source Variables

You can define custom Variables of various datatypes for your Sources. Using Variables you can attach a certain level of metadata to your source and describe them semantically.

We use the REFI definition of Variables that includes the following datatypes:

TypeFormatUsage
Booleantrue or falseUse for dichotome classifications
Datestandard date format without time values, displayed as your locale-based date format, for example: 2026-07-30Use to classify date based data, such as date of interview recording etc.
Date-Timestandard date format but with explicitly required time component, displayed as your locale-based date format, for example: 2026-07-30T12:32Use to classify time based data, such as exact timestamps
Floating-Point NumberStandard floating point numbers, such as 0.5Use for numerical values
IntegerStandard integer numbers, such as -1, 0, 1Use for numerical values, categorical, or ordinal classifications
TextAny UTF-8 character sequenceMost free usage

Open Variable Management

In your preparations view, open a Source and click on the Button with the (X) icon to open the variables management sidebar.

variables trigger button

The variables management opens and lists all current defined variables for the currently opened Source.

Create Variables

In your Variable Management, click on the "Add New Variable" button.

variables trigger button

A form is revealed, where you have to select the data type (see table above) and enter the name, description and value of th Variable.

WARNING

Variable names, types and description cannot be changed, once created. Future versions may support this, though. For now, only values can be changed after Variable creation. Therefore, make sure to correctly define your variables in the first place.

variables trigger button

Click on the "Create" button to confirm the Variable creation.

Create existing Variable in other Sources

If you have created a variable for a Source and open the Variables management in another Source, then you will see it being listed with a little + icon next to it.

variables trigger button

If you click on the plus icon, the form will open with Variable data prefilled, so you only need to enter the required Variable value:

variables trigger button

View Variables

While your Variable management displays all Variables for the current Source, you can also show and compare Variables for all Sources in your Sources list on the left side.

For this, click on the variables link in the left panel to show all created Variables and select/deselect them. This will change the list view to include Variables.

variables trigger button

variables trigger button

Update Variables

Please, first note the following:

WARNING

Variable names, types and description cannot be changed, once created. Future versions may support this, though. For now, only values can be changed after Variable creation. Therefore, make sure to correctly define your variables in the first place.

To update a variable value, you can open the Variable management and look for the Variable in the list, then click on the little pencil icon to edit the Variable value.

variables trigger button

The form opens and allows you to edit the value of the Variable. Click the "Update" button to confirm the new Variable value.

Delete Variables

To delete a variable value, you can open the Variable management and look for the Variable in the list, then click on the little trash icon to delete the Variable value.

variables trigger button

It will ask you to confirm the deletion. Click on the "Delete" button to confirm.