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• Improved: long sources open several times faster. A source of thousands of paragraphs that froze Oriel for many seconds as it opened now appears much sooner, and other long lists are quicker to draw too.
• Improved: Oriel asks for less data each time you open a source, select text or undo, so coding feels quicker in large projects.
• Improved: comparing two versions of a model now copes with very long text, which used to be shown as wholly changed, and no longer marks a change that is only spacing or line breaks.
• Improved: ordering a code's passages or the Excerpts page by Newest coded first or Oldest coded first now orders the groups too, so the source or code with the newest coding comes first.
• Improved: the Sources and Codes filters, the code pickers, codebook search and finding text in a source ignore accents as well as capitals, so "cafe" finds "Café" and "strasse" finds "Straße".
• Improved: importing a classification sheet from a spreadsheet accepts what you can type in the sheet: decimal commas (3,5), Y and N for Yes / No, and choices in any case. Spaces at either end of text are removed, and the sheet refuses an impossible date such as 30 February.
• Improved: typing in a code page's search box is quicker in large projects, and its group headings sort numbers by value, so "Interview 2" comes before "Interview 10".
• Improved: the labels under evidence list a passage's cases in the order of your case list, no longer repeat a pseudonym that is also shown as an attribute, and leave out blank values, as reports already did.
• Fixed: a finding's heading in an exported report no longer shows formatting marks such as ** from its first line, and the screen and reports now title a finding the same way.
• Fixed: projects imported from NVivo or from a REFI-QDA file now keep when each passage was coded and when each source and memo was made (and, from NVivo, each code), so Newest coded first, Last coded and the other orders by date follow your original work. Projects imported earlier keep their import date until you import them again.
• Fixed: a project in OneDrive, Dropbox, iCloud Drive or Google Drive that you share through Collaborate no longer shows as Not collaborative in your recent projects.

• Recommended: if you collaborate on a project, everyone should update to 0.97 together, so you're all on the same version. Everyone needs 0.97 to see measured results used as evidence, certainty labels, units, Measured outcome records and queries with ranges, so Oriel asks first while a collaborator has an older version. Once 0.97 has opened a project, earlier versions can't open it, so Oriel keeps a backup of the earlier copy.
• New: record measured results beside your qualitative evidence. A Measured outcomes extraction template holds a study's results as reported, with unit, comparison and time point, and a Measured outcome record does the same for a case. Number fields in templates can now have a unit and a set number of decimal places.
• New: choose Use as evidence… on a study's agreed result or a case's measured outcome to link it to a CMOC, pathway arrow or finding with a stance. A CMOC's Outcomes tab shows every result side by side, split by a context if you choose, and the theory table, testing round and pathway panel show where measured results support, contradict or refine a CMOC. Verdicts stay yours.
• New: give a finding or CMOC a Certainty of outcome evidence label (high, moderate, low or very low) with your reason. It sits beside the CERQual judgement, is kept separate from it, and appears in the Summary of Qualitative Findings.
• New: Compare cases shows how a number such as age, a score or a measured outcome is spread across the cases coded at some codes and the cases that are not, counting each case once. Matrix coding queries can split a number or date attribute into ranges, at its quartiles, at boundaries you choose, or by year. In matrix queries, Cases now counts only the cases each row and column stand for, so matrices saved before 0.97 may show different counts.
• New: the Mixed Methods Appraisal Tool (MMAT 2018) is available as an appraisal template. Oriel records your answers and never computes a score.
• New: refining a theory now keeps its links on record from one round to the next. Producing a refined model brings along the arrows of the CMOCs or pathways you refined, moved to their successors, with their evidence, and its links to other models, with the pathways they start at. Each row also brings its findings, certainty label and the passages you marked not relevant, research questions linked to the model follow it, and a conceptual model keeps its box types and loop labels. A link from another model can move to the refined model with Follow in its menu. The evidence box beside a passage names each row's model, so a row and its copy in the next round can be told apart.
• Improved: a finding's studies can be shown by a study characteristic, such as design or number of participants, and set aside temporarily by the same rule with Exclude by characteristic…, in the finding's sensitivity analysis and in the Summary of Qualitative Findings. A study's page lists its agreed characteristics.
• Improved: numbers in exported review tables, study characteristics and reports are saved as real numbers, with their decimal places and units, so they sort and calculate in Excel. The study characteristics table and its exports now show each study’s value as the rest of Oriel reads it, agreed or (with one reviewer) submitted. Your own unsubmitted values show marked Draft and are never exported, so everyone exports the same file.
• Improved: Review candidates reads down one column and shows a CMOC's parts so you can pick the one a passage is about; click a choice, then Add as evidence, or press its number to add at once. Links to protocols and references in the project brief open in your web browser, Messages has an Emoji… button for common emojis, exporting a large chart or diagram as an image no longer freezes the window, with a coding service the list of shared source files appears faster once it has loaded before, Oriel no longer waits indefinitely when the system is slow to say whether a project is on a network drive or still open elsewhere, and adding a very large drop of files (over 8 GB or 2,000 files at once) stops with a message asking you to add fewer at a time. Go to (Command+K) also finds journal entries and review templates, and Collapse all and Expand all codes now ease open and shut. Old dropped files left behind by earlier versions are cleared when Oriel starts.
• Improved: security updates to how Oriel opens project files, backups, spreadsheets and bare REFI-QDA project files (.qde) from other people, looks up DOIs, and checks messages from a coding service. When you share a project through a folder, the tick box also says that anyone who can change the folder can change the project as any collaborator.
• Fixed: merging two codes now also moves the research questions and journal entries linked to the merged code, keeps the summaries of both codes in a framework matrix cell, and adds the merged code's description to the kept code's. A merge is no longer refused when the merged code is linked to a deleted model row or finding, or has a matrix summary for a deleted case, and restoring any of them shows the kept code. Recognised text in a scanned PDF can no longer be replaced while a record links to a passage of it.

• Recommended: if you collaborate on a shared project, everyone should update to 0.96.5 at the same time for the best experience. Coding across PDF page breaks, resizing passages and groups of CMOCs and pathways need everyone on 0.96.5.
• New: every piece of evidence shows its stance, Supports, Contradicts, Refines, Informs or Considered, as a coloured label and edge, and each stance has its own underline style in your sources. A CMOC's Evidence tab has stance buttons with counts, as findings, boxes and pathways do.
• New: the PDF toolbar shows the page you are on, such as Page 12 of 340. Click it, or press Option+Command+G (Control+Alt+G on Windows), to go to a page.
• New: select PDF text across a page break and code it as one passage. The highlight shows on both pages, recognised page numbers and repeated headers or footers are left out, and labels, reports and Word quotes give both pages, such as pp. 37–38. Esc clears the selection once the small card of codes is closed. In a shared project, everyone needs 0.96.5, so until then Oriel asks first and offers Code this page only.
• New: change how much of a passage or a piece of your evidence is coded by dragging the handles at its start and end, in text sources and PDFs, or with the arrow keys. Several codes on the same words move together, Adjust moves one alone, and Undo puts it back. The passage keeps its notes and example mark, and evidence added through a code moves with it. In a shared project, this needs everyone on 0.96.5.
• New: group a theory's CMOCs or pathways into folders, shown in the codes panel, the quick code picker, the theory's Table and Diagram, and each CMOC's page. Drag a card onto a group to move it, and fold the groups you aren't using. On the diagram, Show groups outlines each group, Auto-arrange keeps groups together, and Lanes has By group. Export table… adds a Group column. The codes panel lists CMOCs, pathways and boxes as compact cards that show only their names: point at a card, reach it with the arrow keys or hold dragged text over it to see its parts and counts, or switch to full cards. In a shared project, everyone needs 0.96.5 to see groups.
• New: the Sources sort menu has Author (A–Z), using the first author of the linked reference or the author saved in the file. An EndNote RefMan (RIS) Export saved as a .txt file can be chosen in Choose a reference file, and Add sources… reads it as references.
• Improved: PDF passages read as running text, with wrapped lines joined and paragraphs and lists kept, on evidence cards, a code's page, the Excerpts page, Evidence tabs, Word quotes and report exports. The PDF itself is unchanged.
• Improved: clicking a code on the Codes page opens it at once, and Rename and Edit description… are in its right-click menu. One button opens or closes every code, on the Codes page and in the Codes panel. In the hierarchy chart, a click looks inside a code straight away, and Open code is in its right-click menu.
• Improved: with a coding service, Oriel tells you the first time one of your changes isn't shared. If the service is on an older version, your other changes are still sent, and the ones it can't take yet wait until it is updated.
• Fixed: a PDF's title shows curly quotes, dashes and similar characters rather than boxes, for PDFs added from now on, and zooming a PDF keeps the text you had selected.
• Fixed: Microsoft Teams transcripts, and transcripts that put each speaker's name on a line of its own, now show speaker turns, and "started transcription" lines are no longer part of a turn.
• Fixed: Undo in a message undoes only that message's change, not a later one, and the Coded by box no longer sticks out of the coder popover.

• New: right-click a code and choose Count evidence against a theory… to see how many of its passages already support, contradict or refine a theory, one CMOC or one part, and add the rest as evidence. A code can now be linked to a whole CMOC or pathway as well as to its parts, and its Linked to tab lists items you added evidence to without linking, with Link… beside them.
• New: Export this table… saves an Excel workbook as well as CSV, and Export review tables… can be limited to the studies the Studies page shows.
• New: interview transcripts from Microsoft Teams, Zoom, Otter and Word show each speaker's name and time beside their words. Local AI and word counts recognise speakers too, so interviewers can be left out of coding suggestions. Turn it off under Display → Speaker turns.
• New: long lists can be ordered and filtered. The Order button on a code's page, the Excerpts page and the Evidence tab of a finding, CMOC, pathway or box lists passages by position in the source, newest or oldest first, or by coder, and evidence by stance too. Memos can be ordered by date or title and filtered by author or by what they are linked to, the Bibliography by year, first author or date added and by whether a reference is linked to a document, and the Studies and Cases tables sort by any column heading. Oriel remembers your choices.
• Improved: Connect CMOCs… (formerly Link CMOCs…), Add substantive theory and Passages from a code have clearer windows that read what you are about to do as a sentence.
• Improved: in a source, each passage's codes show once, under its last paragraph, pointing at coded words tints the whole passage, and you can choose Compact, Standard or Relaxed line spacing under Display → Line spacing.
• Improved: importing a programme theory from a spreadsheet keeps the format you chose and asks which to follow when the table differs. Import table… reads every Word table with the same headings, offers Resource and Reasoning when the table has them, and previews up to 200 rows.
• Improved: Oriel is faster with long transcripts, many codes and large imports, and project files grow more slowly. Once 0.96 has opened a project, earlier versions can't open it, so Oriel keeps a backup of the earlier copy.
• Improved: the codes panel, More menus and the buttons at the top of the window no longer shift as you work, buttons whose wording changes, such as Collaboration, slide smoothly to their new width, and the Quick codes card lists codes in the order chosen in the Codes panel.
• Fixed: right-clicking selected text in a PDF shows the full menu, including Add to CMOC…, even when you click between words.
• Fixed: transcripts keep their search highlights, coding marks and whole-word selection when you change how speakers are shown.
• Fixed: a new project opened by two copies of Oriel at once could be reported as damaged. Also security updates to how Oriel makes secure connections and opens compressed files.

The first public beta of Oriel, for Mac and Windows.