How to prepare for Perigean to take notes
If you need Perigean to take notes during a research session, there are a few things you’ll need to prepare before the session. But before you start, make sure that your conversation guide has been reviewed and approved.
Before you begin
Have your approved conversation guide open in GitHub. This will provide the framework for your notes.
Step-by-step guide
Step 1: Create a transcripts folder
Create a new folder called “Transcripts” in your research study folder.
Click Add new file
Research study folder in GitHub
2. Click Create new file
Research study folder in GitHub
3. Type “transcripts” where it says Name your file, then hit forward slash “/” to create the folder followed by the name of your file (e.g. MMDDYYYY_participant#.md)
Research study folder in GitHub
Step 2: Add text from Conversation Guide
In a separate tab, open your conversation guide and click the copy raw contents icon.
Example of a conversation guide in GitHub
2. Then, paste it into the file you created in the transcripts folder
Transcript document for participant 1 on GitHub
3. Click Commit new file
Click ‘Commit new file’ to save
Step 3: Create files for all participants
Repeat steps 1 and 2 to create files for all participants, and number them accordingly. Remember to update the file name to reflect different dates if there's a no-show.
Step 4: On the day of the session
Copy that session participant file’s URL and send a Slack message to your Perigean notetaker in your study channel.
Help and feedback
Get help from the Platform Support Team in Slack.
Submit a feature idea to the Platform.