How to Create a Codebook
Document variables, randomized attributes, URL parameters, and respondent-level fields.
The Short Version
Document variables, randomized attributes, URL parameters, and respondent-level fields. A practical way to begin is to finalize the survey, then open Results. Finish by making sure you store with exported data. The full walkthrough below explains each part in order.
Is This Guide for You?
Researchers sharing data with coauthors, students, journals, or archives.
Follow These Steps
Work through these 5 steps at your own pace. The wording is intentionally practical, and you can return to the checklist at the end when you are ready to review your work.
- Finalize the survey.
- Open Results.
- Click Codebook.
- Review variable names and labels.
- Store with exported data.
What This Helps You Accomplish
A codebook reduces confusion when revisiting a project months later or handing data to a coauthor.
A Quick Confidence Check
- Check sanitized column names.
- Explain treatment arm coding.
- Explain reference categories.
Common Questions
Can I use this guide if I am new to this?
Yes. Researchers sharing data with coauthors, students, journals, or archives. Follow the steps in order, start with a small test, and use the final checklist before you field or report anything important.
What is the simplest way to get started?
Begin by finalize the survey. Next, open Results. You do not need to perfect every setting before running a small preview or pilot.
How do I know when I am ready?
Use the confidence check above. In particular: Check sanitized column names. Explain treatment arm coding. Explain reference categories. When the decision is consequential, keep your study documentation and ask a qualified colleague or methods reviewer to examine the design as well.
Related Guides
Research artifact: sample data, codebook, and scriptsResearch Pathways
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