USER GUIDE
Reporting Module
Creating a new report
Start by ensuring your project analysis is complete. Navigate to the Analysis tab, find your project, and click on 'Reports.' Choose to create a new report or edit an existing one. Click 'Create new report' to load the analysis data.
Importing analysis
The Reporting Module automatically imports pillars and stories from your analysis, displaying key elements like 'main statements' and 'information gaps.'
Save your report
Save your report at any time. Fill in the 'Title,' 'Subtitle,' and URL 'Slug,' and select the report's public visibility.
Editing your report
Customize different blocks in your report for a tailored presentation.
- Adding blocks: Introduce new content blocks by hovering over the desired area and using the '+' buttons.
- Adding content: Add content to your report by selecting the button on the edge of a block. The block will be ready for text, images, or other elements.
- Headings: Use headings to create clear section titles. Customize the style, size, and alignment.
- Text content: Use the text input field for narrative content. Emphasize key information using bold and italic formatting.
- Adding images: Upload images to enhance your report. Include 'Alternate text' and a 'Caption' for context.
- Embedded URL: Embed URLs like videos or PDFs. Customize their appearance for consistency.
Publishing your report
Once finalized, click 'Publish' to make your report accessible. Share the report through the generated URL.
Analysis Module
The foundational idea behind this module is to treat each pillar of your framework as an analysis block, containing sub-pillars. For example, the 'Context' pillar is an analysis block called 'Context,' encompassing sub-pillars such as political, economical, socio-cultural, and more. This modular structure applies to all pillars within your framework, enabling a comprehensive and multi-dimensional analysis.
Creating and updating your analysis
With the Analysis Module, you have the flexibility to create as many analyses as needed or update an existing analysis. You can start a new analysis from scratch or clone an existing one, updating it with new information. This flexibility ensures that your analysis remains relevant and adapts to evolving data and project requirements.
Analysis Module elements
The Analysis Module is composed of three significant elements:
- The Analysis Canvas: Here, you create, conduct, and view the results of your analysis. It includes analytical statements, information gaps, and entries shown once the analysis is complete. Team leaders can review and edit the analysis, adding insights at the pillar level.
- The Analysis Engine: This component is crucial for organizing entries into stories, aiding in the effective presentation of your analysis. It helps in clustering related data points, making the narrative more coherent.
- The Story Analysis Module: Dive deep into each story using Natural Language Processing (NLP) and graphical tools. In this module, you can craft detailed analytical statements and pinpoint information gaps, adding depth and context to your analysis.
How to analyze data in DEEP?
Creating a new analysis
To create a new analysis, go to the top bar and click on 'Analysis.' This action takes you to a dashboard with consolidated information about your project and the analyses performed. Here, you can select your project of interest from a dropdown selector and then click on the '+ Setup New Analysis' button to begin.
Setting up your analysis
Upon initiating a new analysis, a dialog box appears, prompting you to fill out essential information:
- Assign a title and a Team Lead.
- Define start and end dates for your analysis.
- Assign titles and assignees for each Pillar Analysis.
- Select the pillars to include in your analysis, ensuring that your entries are tagged under these pillars to appear in the analysis engine.
- Optionally, add additional pillar analyses with their respective titles, assignees, and associated pillars.
- After filling out this information, click 'Create' to set up your analysis.
Managing your analysis
Once your analysis is created, you have various management options: Edit, clone, export, or delete your analysis block. To add new pillars or make other modifications, click on the 'Edit Analysis' button.
The analysis engine
In the Analysis Engine, you'll see key metrics regarding your analyses, providing a quick overview of your work. Access the engine by clicking on the pillar analysis at the bottom.
Analyzing pillars
Select a pillar and click on 'Analyze' to open the analysis engine window.
Left panel
The left panel displays entries categorized under the pillar you're analyzing, showing only entries within the timeframe of your analysis.
Entry filters
Filter entries by Created Date, Source Title, or Publisher. An 'Auto Cluster' button appears for more than 25 entries, using NLP to cluster entries automatically.
Entry cards
Each entry is represented by a card, showing key information and allowing actions such as editing or discarding. You can view and edit the entry, or flip the card for tagging details.
Right panel
Create stories in the right panel by adding analytical statements and information gaps. Add an analytical statement and drag and drop entries to build your story. Up to 100 entries can be added per story.
Story analysis module
Access the Story Analysis Module by clicking on the graph icon. It offers tools for deeper analysis using NLP and visual graphs.
Tools and insights
The module provides various tools such as:
- Tools for NLP analysis and insights.
- A map for geographical visualization.
- N-grams to identify frequent word combinations.
- A context tool for word-specific sentence analysis.
- An automatic summary generator.
These tools are designed to deepen your understanding of the content and assist in crafting detailed analytical statements.
Generating the analysis and formatting
Generate your analysis in the Story Analysis Module's middle panel. Copy selected entries into the right panel by clicking on ‘Generate analysis’, where each entry is referenced with its original link, source, and date.
Customize your analysis using formatting options like Bold or Italics. This customization helps emphasize key points and structure your analysis for clarity.
Information gaps and analytical statements
Address critical aspects of your analysis by identifying information gaps and crafting analytical statements. While you focus on drafting these two pieces of text, DEEP will keep record of the sources used to reach your conclusions. You can switch views of the citation method and edit the sources within your analysis. Remember that information gaps, analytical statements and the sources in your right panel will later on be incorporated into your report.
Saving and closing
Once your analysis, information gaps, and analytical statements are complete, save your story. This action locks in your progress and ensures that your work is stored safely.
Adding new stories
Update your analysis with new information by adding new stories, keeping your analysis current and relevant.
Finalizing your pillar analysis
Finalize each pillar analysis by expanding the top part of the engine. Write down your main statement and identify any remaining information gaps. Save and close to return to the analysis canvas.
Ongoing editing and additions
Edit your analysis as needed, even after saving. This flexibility allows for refinements over time. New entries added to your project that fall under your pillar analyses will automatically reflect in your existing analyses, ensuring accuracy and relevance.
Dashboard
The dashboard tab brings you to a visualization of all data gathered in your project. The dashboard is only accessible in projects where a request has been made when settling the project. For that, please contact management. Different information you can find in the dashboardOn top of our screen, you have, displayed as headers, information related to the number of leads, entries, publishers, assessments per type, number of sources (author), number of LNGOS, INGOS, UN Agencies, Clusters, Donors, Individuals surveyed in assessments, KII, FGG etc. Those data can help you having an overview and metadata on information gathered in your project. Map and graph that you find in the first summary section help you to identify the repartition of your entries by area, date, severity and reliability. You can use filters to access context information in the timeline according to either the operational environment framework or the sectoral information framework. In the sectoral framework section, you have information according to the different pillars, sub-pillars and sectors. The information is either available using the number of entries as a variable, or using the median severity (change the variable directly at the right of the “Sectoral Framework”). You also have your information by affected groups, demographic groups or specific needs groups and information related to the humanitarian profile. A treemap and sunburst based on geographical or sectoral information are available. Information regarding authors of the sources are available either by a number of entries or a number of leads. How to filter information in the dashboardThe dashboard being interactive, all visualizations can change according to the data selected. You can choose to see your data filtered by severity, by area, by sector etc.. For that click on the corresponding data and to get back to the original dashboard clear filters. How to extract visuals from the dashboard Next to “Summary” you can choose to export your dashboard either in PDF or PNG version. You also have the option to copy the dashboard in the clipboard.
Advanced: Source groups
Source groups are a way of grouping sources together and are used related to the assessment registry section.
Users can only view and create source groups if the project has an assessment registry enabled.
Users can then add a source group and name the source group After creating this source groups, users can create an assessment for that source group
Assessments registry
The Assessment Registry is a tool designed to process and analyze existing assessment reports to facilitate retrieval and understanding of needs-related information and identification of gaps. This registry does not include all documents that serve to understand the country's humanitarian context as is the case with DEEP entries, but is structured around only those documents generated through systematic and methodologically robust data collection methods.
These reports are crucial in managing and responding to humanitarian crises. The DEEP Assessment Registry is a database containing the needs assessments conducted in a given country or crisis. It is primarily concerned with the identification of what is being assessed, who is being assessed, when and where. It also captures the methodology, the quality and analytical value of information contained within the assessments so as to map the extent to which decision making is possible and identify information gaps.
Using the DEEP Assessment Registry
Before using the Assessment Registry
The preliminary step before using the Assessment Registry is to evaluate whether a document added to our project in DEEP is a needs assessment or not. To do this, we should consult the definition of a needs assessment and the criteria to determine if a document is considered as such.
So, what is a needs assessment? A needs assessment is a process intended to estimate or provide informed opinions about deficiencies and their consequences. It entails a systematic set of procedures undertaken for the purposes of setting priorities and making decisions about programs, system improvement and allocation of resources (Witkin & Altschuld, 1995).
How do we recognize an assessment report to upload in the DEEP Assessment registry?
Considering the definition of a needs assessment, the document must comply with the following selection criteria:
- A deliberate effort to collate and/or collate data on specific humanitarian topics contained in the Analysis Framework.
- Focused on identifying status, needs, problems, deficiencies, etc.
- Conducted using data collection techniques specially designed for humanitarian settings: Key informant interviews, direct observation, head of household interviews, Focus Group Discussion, Community group discussions, etc.
- Requiring specialized or trained humanitarian staff
- Information life span goes beyond a month
On the contrary, what is not a needs assessment?
- Flash Appeal
- Humanitarian response plan
- UN agency SitReps (the lifespan of the information contained in them is too short and general)
- A survey of survey report (Instead try to identify the assessment reports included in it and check if you have them available in the assessment registry)
- A 3W (Who does what and where?)
- A response monitoring report
Once you have checked that the document evaluated meets the requirements, then you should check the “Is assessment” box available in the menu that appears when adding a document to DEEP.
If you want to check this box on a document already existing in your DEEP project, click on the pencil icon to the right of your “Sources” menu, where you can mark “Is assessment”.
To start the registration of your assessment, click on the “ASSESSMENT” button on the right side of the “Sources” screen.
Metadata
In the Metadata tab of the DEEP Assessment Registry, you'll find a concise yet comprehensive set of categories that are key to contextualizing each assessment. From pinpointing the countries involved to defining the crisis type and date, you'll lay the groundwork of your assessment's context. You'll note the level of preparedness and any external support received, classify the coordination efforts, and detail the type of assessment conducted. Additionally, you'll link the assessment to established guidelines, specify the frequency of reporting, ensure confidentiality, list available languages, and note the report's length. Finally, documenting the stakeholders involved paints a complete picture of the collaborative effort behind each assessment.
Assessment Background
Country
- All countries where the assessment has taken place (field is multiple choice).
- In the case one of the countries covered by the assessment is not available in your project, you can send the report to the relevant project from the ‘Sources’ menu.
Crisis Type
- In this field, specify the main type of crisis that the assessment addresses. Options include natural disasters like floods, earthquakes, landslides, and tropical cyclones, as well as conflict-related crises.
- This is a single-choice field, ensuring focused classification of the assessment based on the primary crisis.
Crisis Start Date
Estimated date at which the crisis was declared, in the absence of clear data, use the date of the first report available in GLIDE.
Preparedness
- Preparedness refers to the use or adaptation of protocols, tools, skills, and templates by assessment teams that were prearranged before a disaster in the relevant country. Depending on this preparedness, you must select one of the two options displayed.
- This typically occurs when an assessment working group, an interagency body, a specific coordination mechanism, or a specialized team is established in-country to conduct assessments post-crisis or shock.
- Commonly, needs monitoring systems, such as protection or market monitoring, involve specialized teams (e.g., IOM DTM). These are regarded as 'With preparedness', except for their initial rounds.
External Support
- This category captures support received from external organizations or actors in conducting the assessment, such as OCHA NAAS, ACAPS, Mapaction, UNDAC, and others.
- Tip: When reviewing assessment reports, check for logos or mentions of external actors who have provided support, especially in response to sudden crises. Organizations like Mapaction, ACAPS, REACH, and UNDAC are often involved in such situations.
Coordination
The 'Assessment Coordination' category is pivotal for understanding the collaborative nature and scope of each assessment. It categorizes the assessments based on how they were implemented and the extent of coordination involved.
Here’s a detailed guide:
- Uncoordinated Assessments: These are conducted by a single agency or organization. Typically, the cover page of such an assessment report will display only one logo. These assessments are standalone and don't involve collaboration with other entities.
- Coordinated - Joint Assessments: When an assessment is carried out by multiple organizations or partners, it falls under this category. These assessments are marked by several logos on the cover page, indicating collaboration. They are unified by a single methodology, questionnaire, and result in a joint final report.
- Coordinated - Harmonized Assessments: This category is for assessments that are part of a larger constellation of assessments, where one assessment may use data from another. For example, a health assessment might incorporate data from a WASH assessment. These involve multiple reports and methodologies, but each one is linked by the shared use of data.
Assessment Details
Assessment Type
- Initial: These are conducted at the onset of a crisis and typically last a few hours to days. Initial Assessments primarily employ qualitative research methods, often utilizing open questionnaires. The sampling strategy is usually convenience or purposive, aimed at gathering quick, initial insights into the crisis situation.
- Rapid: More structured than Initial Assessments, Rapid Assessments generally span one to two weeks. They use qualitative research methods, including key informant interviews, direct observation, and community group discussions. The sampling in Rapid Assessments is purposive, designed to provide a more comprehensive understanding of the situation in a short timeframe.
- In-Depth: These are extensive assessments, often taking more than a month to implement. In-Depth Assessments are typically representative, using quantitative research methods or a mix of quantitative and qualitative approaches. Common methods include household surveys combined with focus group discussions. The sampling method is representative, with random selection of respondents, ensuring a comprehensive and detailed analysis of the crisis.
- Monitoring: This type refers to assessments that are conducted on a recurring basis, such as Displacement Tracking Matrix (DTM) and protection monitoring. Monitoring assessments are essential for tracking changes and trends over time.
- Registration: Similar to a census, Registration involves the systematic recording and registration of individuals. It is exhaustive and systematic, gathering data for the entire population of concern. This method is frequently used by organizations like UNHCR to register refugees or asylum seekers.
- Other: For any assessment that does not fit into the above categories or if there is any doubt about its classification, it should be categorized as 'Other'. This allows for flexibility in accommodating a wide range of assessment types.
Assessment Family
- This category refers to a predefined set of assessment families, each with its established methodology and framework. Examples include HeRAMS, EFSA, MIRA, DTM, among others. These families are recognized by their adherence to specific assessment protocols and procedures.
- Recognizing the correct family for an assessment may initially pose a challenge, especially for users new to the system. However, with experience and exposure to various assessment reports, identifying the right family becomes more intuitive. The name of the family often appears within the document itself, making it easier to categorize the assessment accurately.
- It's important to note that 'Family' is a closed list, meaning it includes only those families predefined in the system. If there's any uncertainty regarding the appropriate family for an assessment, it's advisable to consult with colleagues who might have more experience or insight.
Assessment Frequency
This information provides insight into the periodicity and timeliness of the data being analyzed.
- Regular: This classification is used for assessments that are published or conducted with high frequency, at least twice a year. If you have selected 'Monitoring' under the 'Type' category, the frequency should automatically be classified as 'Regular'. Assessments that fall into this category typically include reports that are updated weekly or monthly, such as the Displacement Tracking Matrix (DTM) or Reach assessments.
- One-off: For assessments that are published less frequently, typically once a year, the 'One-off' category is used. This includes reports like Humanitarian Needs Overviews (HNO) or Multi-Sector Needs Assessments (MSNA), which provide annual insights but do not have the regular updates characteristic of 'Regular' assessments.
Assessment Confidentiality
Confidentiality relates to whether the information in an assessment can be shared widely or if it has restrictions due to sensitive content.
- Typically, the confidentiality of an assessment will be communicated to the analyst handling it. If an assessment is marked as confidential, it implies that there are specific restrictions on its distribution and use, often to protect sensitive data or the privacy of individuals involved. These assessments require careful handling to ensure that confidentiality protocols are maintained.
- On the other hand, if an assessment is unprotected or not marked as confidential, it suggests that the information can be shared more freely, subject to standard data sharing and usage policies. It's important to always verify the confidentiality status as communicated and adhere to the guidelines provided to maintain the integrity and security of sensitive information.
Language
- This field is designed to record all the languages in which the report is available. It is a multiple-choice field, allowing you to select more than one language if the report has been translated or is available in multiple linguistic versions.
- If the same report is available in different languages, each version should be uploaded separately. These translations or additional language versions should be added in the 'Additional Documents' tab.
Number of pages
You must indicate the number of pages that the main document of your assessment has.
Key Dates
The next section within the ‘Metadata’ tab is the one referring to key dates of the assessment. Analysts need to be aware that the publication date of a report can sometimes significantly differ from the data collection dates. This gap is important as it may affect the relevance and applicability of the data, especially in rapidly changing humanitarian contexts.
- Data Collection Start Date: This is the date marking the commencement of field data collection or the Secondary Data Review (SDR) for the assessment. It should be clearly stated within the methodology section of the assessment report.
- Data Collection End Date: This date indicates the conclusion of field data collection or the SDR. Like the start date, it is essential to refer to the methodology section of the assessment report to find this information.
- Publication Date: Note the date when the assessment report was published on a web platform, such as HR.info or ReliefWeb. This indicates when the findings were made publicly available.
Stakeholders
In the DEEP Assessment Registry's Stakeholders section, it's essential to record all entities involved in the assessment. This includes the lead organizations, which can be either local or international NGOs, UN agencies, or other entities, as well as other international partners participating in the initiative. National organizations, including local NGOs and relevant government ministries, should also be documented. Additionally, acknowledging both international and local donors who have contributed funding is important. To add the different stakeholders:
- Click on the 'Add' button in the lower right side of the screen.
- Search for the organization or actor you wish to add. You can search by the full name or acronym. DEEP has a repository of verified organizations; choose the 'Verified' one if in doubt.
- Locate the stakeholder and drag and drop it into the appropriate category based on its role in the assessment.
- If the organization or stakeholder isn't in DEEP's registry, you can add it by clicking the 'Add' button above the search bar. Then, follow the process outlined in the 'Data Collection' section of this User Guide to create a new entry.
Additional Documents
In the 'Additional Documents' tab of the DEEP Assessment Registry, you have the possibility to enhance your assessment with key supplementary materials. You can insert the text content of the executive summary of your assessment, upload datasets or provide the link where they are hosted, questionnaires, and any other relevant files like maps or versions of the assessment in other languages and formats.
Focus
In the 'Focus' tab, you can categorize your assessment data according to several metrics depending on its content. You will tick the boxes displayed if the assessment includes any information about specific framework pillars, affected groups like refugees or internally displaced persons, geographic locations covered, and humanitarian sectors addressed (remember, there must be at least a paragraph dedicated to a specific sector to mark it!). If your assessment involves the Protection sector, the 'Protection Information Management Systems' section will be enabled, allowing you to specify Protection-related metrics. This organization ensures your data is aligned with key areas of interest and accurately represents the scope of your assessment.
Methodology
In the 'Methodology' section, you'll explore the procedures and approaches used in your assessment. This crucial step sheds light on the validity of your findings. It requires detailing the specific objectives, describing the data collection techniques used, outlining the sampling methods, and acknowledging any limitations or biases present in the study. Grasping the methodology gives you a clear view of the assessment's reliability and the level of confidence you can have in its conclusions.
Objectives and Limitations of the Assessment
In the upper part of this screen, you have two textboxes: ‘Objectives’ and ‘Limitations’, both of which must be filled out meticulously:
- Objectives: Here, insert the text identified in the assessment that defines its objectives. These objectives must be explicitly stated in the assessment document. Carefully select the relevant portions of text that outline the goals and aims of the assessment and drag and drop them into this textbox.
- Limitations: In this textbox, document any limitations or constraints identified in the assessment. This includes challenges faced during the assessment, potential biases in data collection or analysis, and any factors that might impact the interpretation of the findings. Again, select the appropriate text from the assessment that discusses these limitations and drag and drop it into the textbox.
The bottom side of the Methodology menu allows you to enter several details about the methodologies used in the assessment, creating as many entries as there are methods used. The fields to be filled are:
- Data Collection Technique: Select from a closed list of techniques, including Secondary Data Review, Key Informant Interview, Direct Observation, Community Group Discussion, Focus Group Discussion, Household Interview, Individual Interview, and Satellite Imagery.
- Sampling Size: Specify the number of people or units assessed.
- Sampling Approach: Choose between Non-Random Selection, Random Selection, or Full Enumeration.
- Proximity: Indicate whether the data collection was Face to Face, Remote, or Mixed.
- Unit of Analysis: Define the level at which data is collected.
- Unit of Reporting: State the level at which data/results are aggregated and displayed, such as in chapters, tables, graphs, charts, maps, etc.
Summary
So far, the first four tabs of the Assessment Registry have contained metadata from the assessments added to it. However, the Summary tab contains specific information for quantifying, identifying relevant data, and beginning to condense the assessment's analytically valuable content. In this tab, you can assign various categories and subcategories of information related to the different pillars of DEEP's generic analytical framework. As a user of the Assessment Registry, you will need to assign different text excerpts that summarize the main issues associated with each information category. In addition to this qualitative component, there are several spaces where you can enter key figures identified in your document.
The Operational Environment section will always be active, while the appearance of the sectors at the bottom of the Summary menu will depend on having checked these sectors in the 'Focus' tab. At the end of the 'Summary' menu, you will see a series of charts automatically generated from the figures you have entered in the different categories of the menu.
Score
Finally, you arrive at evaluating the quality and usability of each assessment. Here, the depth, clarity, and credibility of the reports are critically analyzed. This involves evaluating the evidence used, the thoroughness of the analysis, and the relevance of the findings, a crucial step in determining the assessment's usefulness for humanitarian action and decision-making. Unlike the 'Score' tab in the previous version of the Assessment Registry, Quality and Analytical Density are now scored in two separate sub-tabs.
Alongside the quality scoring scale, you can now write a justification for the chosen score, ensuring a record of the process followed to reach these conclusions.
Analytical Density is scored in a more intuitive and documented way than in the previous version. For each sector covered by the assessment, you will mark the boxes assigned for different Analysis Levels and Figures, allowing DEEP to automatically calculate the score based on the number of boxes marked.
Lastly, the 'CNA' tab will appear in your registry if the assessment has been categorized as Coordinated in the Metadata tab. Similar to the previous version of the Assessment Registry in DEEP, you will answer YES or NO to various questions designed by the Global Public Policy Institute to evaluate Coordinated, Multi-Sector Needs Assessments. Similar to the quality and analytical value scores, DEEP will aggregate the scores from the different indicators to obtain the CNA score.
Exporting your Assessment Registry
Similar to the process for exporting your Entries, you can also export the content of your Assessment Registry in DEEP. To do this, click on the same Export menu you use for exporting your entries and select New Assessment Export. After waiting for DEEP to process this export, you will receive an Excel file containing a record of all the needs assessments processed in the Assessment Registry, with all the details and metadata entered throughout the explained steps. This export is an easily distributable file with other stakeholders, and its format will be familiar, as it is the typical format of other assessment registries created by the humanitarian community.
Advanced: Assessments Dashboard
The assessment dashboard functions closely to the general dashboard but presents information only related to the assessment covered in the project.
What information can I find in the assessment dashboard?
Metadata on assessment, assessments by location, assessments by final analytical score, by date, by severity, by focus, by sector, by affected groups and the different stakeholders involved in assessments.
Then visualizations based on quality score (rating regarding the different categories evaluated (fit for purpose; trustworthiness, analytical rigor, analytical writing, analytical density), Methodology (Type of approach, data collection technique, unit of analysis, unit of reporting description of methodology and limitations, additional documentation available, assessments by language, sampling approach) areavailable. At the bottom of the page, a list of assessments with details (type, coordination, analytical density, quality score, author, publication date is available.
How to filter information on the dashboard
The dashboard being interactive, all visualizations can change according to the data selected. You can choose to see your data filtered by severity, by area, by sector etc.. For that click on the corresponding data and to get back to the original dashboard clear filters
How to extract visuals from the dashboard
Next to “Summary” you can choose to export your dashboard either in PDF or PNG version. You also have the option to copy the dashboard in the clipboard
Exports
Now that your tagging is completed you can access your data and export them ! it will enable you to analyze it for any type of reports or data collation you will need to do. For more information on outcomes you can do with the DEEP data, please visit the DEEP Home page.
Export History
In the export tab, you have a list of export history that you can filter by name, or date. The history of exports you access are exports done by you, not by other users of the project.
You can edit the export title by clicking on the pen, delete the export by clicking on the bin and generate an export with the same filters. A preview of all exports is available.
Create an export
To export new data, click on the + New Export button. From there, you can identify and select the data you want to export and the format you want your export on (you can export data to a World, PDF, Excel or JSON file).
After clicking on the new export, you have to:
- Step 1: Indicate Export title
- Step 2: Choose your export format. You can export data to a Word, PDF, Excel or JSON file by clicking on the corresponding icon. The Advanced function is also available to help you tailor the content and structure of your export using the content of your framework as well additional metadata. You can choose by ticking cases what information you want to see in your export and the entry structure preview helps you to determine the right format for your export. You can use the advanced functions for Word, PDF and Excel.
- Step 3: Select the data using the filters on the left part of your screen. You can either use Source filters or Entry filters and select according to different criteria that are listed. When you have applied your filters (click on Apply), the list of sources is updated accordingly.
- Step 4: You can see a preview of your export by clicking on Show preview.
- Step 5: Click on Start your export. Go back automatically to the export history and your export will appear
Note: The export process can take anywhere from a couple of minutes to several hours, depending on the requested export date range and your project’s level of activity. - Step 6: A preview of your export is once more available and you can download your export.
Read your export
Once your export is completed, you will access your data in an organized way that follows your framework. Exports depend on your project and framework.
On Word
Word exports are generated in an original format where you can find the entry number hyperlinked to the original entry, data from secondary tagging, the text/excerpt and additional and metadata associated with the source hyperlinked.
For example:
[75729-550416] [27-03-2022] As of 25 March, over 3.7 million refugees have fled Ukraine (over 2.2 million to Poland, over 579,000 to Romania, over 379,000 to Republic of Moldova, close to 343,000 to Hungary, and over 545,000 to other countries). (United Nations Children's Fund, ReliefWeb, Europe and Central Asia Region (ECAR) - Ukraine Situation: Refugee Response in Neighbouring Countries - Humanitarian Situation Report No. 3 - 23 March 2022, 27/03/2022)
You can also with the Advanced function, change the category and shape the export according to your needs.
The Bibliography at the end gathers all the sources with title, date of publication and original link.
On PDF
Exports are in the same format as in Word
On Excel
Exports on excel can be shaped and are mainly dependent on the framework used for the project. They follow a similar structure:
- First columns gathering metadata linked to the lead (date of lead publication, imported by, date of importation, verification status, lead ID, lead title, lead URL, author, Source, lead priority, assignee) .
- Next columns being on the entry itself with the text (Entry ID, Lead-Entry ID, Modified excerpt, Original excerpt).
- Following columns are on tags and that entirely depend on your tagging, starting with secondary tagging info (specific needs groups, demographic..), then geotags (Country, region, Department…) and then following the structure of your framework (Overview, Sectoral…).
If the function is enabled, the second tab in excel presents entry groups.
The third tab presents the bibliography gathering all sources used in the export, organized around “Author”, “Source”, “Published date” and “Title”.
With the Advanced function, you can change the category and shape the export according to your needs.
On JSON
JSON exports are available for a specific use of data and to allow export to another program. The JSON format stores all the shot's data along with all the layers and images and packs them in a zip archive which you can use as you wish with import scripts in other programs.It notably can be used to build a dashboard.
Export Assessment History / New Assessment Export
This function is similar to the classic export but focuses on assessments. While starting a new assessment export, you can use the filter “Assessment status” to have direct assessments that have already been completed.
Connect DEEP and my data to an external tool
Can I connect DEEP to my external tool? Tableau, PowerBI, Python/R script, etc.?
Indeed, you can! DEEP’s content is accessible via an API that authenticates with your login information and can see all the data your user account can. You can check it out here: https://api.theDEEP.io/api-docs/.