Oriel Version 0.97.1 beta out now

A clearer window on qualitative evidence.

Fast, local qualitative research software, with speciality features for realist evaluation and synthesis, qualitative evidence synthesis, behavioural science, and implementation science.

  • PriceFree
  • PlatformWindows & Mac Linux later
  • Version0.97.1 beta
Welcome to Oriel
  • Quick codes
  • Local transcription
  • Local AI suggestions
  • Framework matrices
  • Co-occurrence networks
  • Scanned PDF recognition
  • NVivo import
  • REFI-QDA exchange
  • Word & PDF reports
  • Collaborate through OneDrive, Teams & Dropbox
  • Go to anything
  • Programme theories
  • CMO & ICAMO
  • BCT matching
  • TDF behavioural diagnosis
  • CFIR ratings
  • ERIC strategies
  • Logic models
  • Adaptation records
  • Theory testing rounds
  • Rigour & relevance appraisal
  • Evidence synthesis
  • Reviewer reconciliation
  • CERQual
  • Five-step route
  • Project brief & questions
  • Rapid summaries
  • Reporting checklists
  • Alternative explanations
  • Agreed CERQual
  • Quotes for Word

Code without leaving the text.

Select a passage and the Quick codes card opens right beside it. Type a few letters, press Enter, and keep reading. Your codebook comes to you, nested codes and all.

Try it Highlight any sentence in Ben’s answers below, or use Code a passage.
OrielSample project

Interview · Ben

Interviewer

What made you join?

Ben

That is a good question. I joined because I wanted to learn something new for my career. I was nervous about the maths, honestly.

Interviewer

How did you work with the others?

Ben

Building knowledge together made the hard topics feel manageable. When someone explained it a different way, I felt confident enough to have another go.

Interviewer

Was anything hard about coming each week?

Ben

The bus only runs every hour, so I missed a couple of sessions. But I kept coming back because people noticed when I wasn’t there.

From first question to final report.

Say what your project is for, and your home page suggests a route through it, from framing your questions to writing up. You can follow it, skip ahead, or change direction whenever you need to.

OrielProject home
Project purpose
  1. 1Frame the enquiryProject brief · Research journal
  2. 2Organise and get to know the dataMemos · Cases · Data coverageSuggested
  3. 3Code or summarise the dataCodes · Summary matrix · Matrix query
  4. 4Develop and compare interpretationsMemos · Alternative explanations · Conceptual model
  5. 5Report and reflectFindings report · Reporting checklist
Optional supporting work
  • Nothing extra is suggested yet. Questions, cases, and a code hierarchy all stay optional.
Purpose · tools

Say what it’s for

Choose qualitative analysis, an evaluation, or an evidence synthesis, and Oriel suggests the tools that fit.

Frame → report

Follow five steps

Frame, organise, analyse, interpret, and report, with one suggested next step at a time.

Research questions

Stay with your question

Choose a research question and the counts on your home page follow it.

Everything else a qualitative project needs.

Transcribe on your computer

Turn recordings into text and tell speakers apart without uploading anything. Download a speech model once, then work offline.

Compare in a matrix

Cross codes with cases or attributes in coding and framework matrices, then open any cell to read the passages behind it.

See codes that travel together

Co-occurrence networks and hierarchy charts show which codes overlap, and how often, across your sources.

Explore saturation

Watch when new codes stop appearing as you work through your sources, to support decisions about when you have enough data.

Bring your projects with you

Import NVivo projects with companion files to restore names, or exchange projects through REFI-QDA. It’s worth reviewing the transfer report, because some information doesn’t carry across.

Report in Word or PDF

Preview reports, findings, and codebooks, with each quotation’s source beneath it, then export them for your write-up.

Read scanned PDFs

Recognise the text of a scanned PDF on your computer, then search it and code it like any other document.

Gather your sources

Import references from a DOI, capture web pages, and bring in social media, with citations and a bibliography when you write up.

Fast from first click to last

Your project is a local file, so nothing waits on a server. Coding saves the moment you apply it, ⌘K opens anything by name, and Back returns you to where you were reading.

Summarise sources quickly

Summarise each source under your own headings and compare the summaries side by side, with the quotations behind them. Use it instead of line-by-line coding, or alongside it.

Check against a reporting checklist

Note where your report addresses each COREQ, SRQR, ENTREQ, RAMESES, or StaRI item. You decide what’s covered, and there’s no score.

Quotes straight into Word

Insert coded passages into your Word document as quotes with pseudonymised participant labels, using the free Oriel Quotes add-in.

A second pair of eyes, on your own computer.

Download a model once and it runs offline, without sending research material to cloud AI for processing. Review suggestions before accepting them, or choose a separate AI coder for a run. You can leave AI switched off.

Suggest · review · accept

AI coding suggestions

Choose your codes and sources, and Oriel suggests passages that fit. Read each in context, then accept or dismiss it. Interviewers can be left out.

Kept apart

A separate AI coder

Choose a separate AI coder to save a run under its own identity. You can remove a whole run and compare its coding with yours.

Your hardware

Checked, tested, private

Oriel checks your computer, helps you choose and download a model, and tests its speed. AI processing stays on your computer, although sharing through a folder or service you choose can transfer project material.

Private by design

Your working project is a file on your computer. Coding, queries, reports, and optional AI run locally, without a cloud AI account. If you choose collaboration or cloud storage, project material is also copied through that folder or service.

Work together

Share a project through the OneDrive, Teams, Dropbox, or network folder your team already uses, with no Oriel server or account. Each person keeps a fast local copy. See how it works.

From passages to programme theory.

What works, for whom, in what circumstances, and why? Draft your context–mechanism–outcome configurations, link the evidence that supports or contradicts each one, then test, refine, and trace how your theory changes.

OrielSample project

Initial programme theory: community learning

Initial · 5 CMOCs · Testing

How accessible learning and peer support help adults build confidence and belonging.

Each card is one explanation: a context, the mechanism it triggers, and the outcome. ▲ supporting and ▼ contradicting evidence are counted on the card. Switch to ICAMO to add the intervention and the actor.

I · C · A · M · O

Choose CMO or ICAMO

Add the intervention and the actor to every explanation, or split a mechanism into the resources offered and the reasoning they trigger.

Rigour · relevance

Appraise as you link

Rate each source, then link passages, including from published PDFs, to the context, mechanism, outcome, or the whole CMOC.

Initial → refined

Refine with a trail

Confirm, refine, refute, or set aside each CMOC. Nothing is deleted, and lineage shows what became of every explanation.

BCTs · mechanisms of action

Match to behaviour change terms

Link the intervention, resources, and reasoning in a CMOC to standard behaviour change technique and mechanism of action terms, to make theories comparable across studies. Your own wording stays as it is.

Local AI · optional

Get suggested terms

Local AI proposes up to three techniques or mechanisms for each part of a CMOC, with a definition and reason. Nothing is linked until you accept it.

Start from what exists

Import a prior theory

Bring in an existing programme theory as your initial theory, then test and refine it against your own data.

Evidence from the data

Find candidate evidence

Offer a code’s passages as first evidence for a CMOC, or add an explanation you find in the data, with each passage’s stance set as you go.

From a stack of papers to findings you can trace.

Link reports to studies, agree a review protocol, extract and appraise each study beside its report, reconcile reviewers, then carry each study’s contribution into your findings. Switch it on alongside realist tools, or on its own.

Studies · reports

Count each study once

A study with several papers counts once, and a paper describing several studies links to each. Create studies from your sources in one step, and import screening outcomes.

Protocol · extraction

Extract beside the report

Shared templates keep reviewers comparable. Every field saves as you type and keeps its exact supporting quotations. Optional local AI proposals wait for your acceptance.

Reviewer A · Reviewer B

Reconcile in one pass

Compare independent submissions side by side, agree every matching value at once, and resolve the differences with a note.

Appraisal · no score

Appraise question by question

Record methodological limitations with your rationale. Oriel doesn’t calculate a quality score, and AI doesn’t appraise studies.

Study → finding

Keep the lineage

A quotation added to a finding records that study’s contribution and its codes. Scope queries and matrices by study, and check a finding without one study.

CERQual · exports

Judge and report confidence

Each reviewer writes their own CERQual judgement, and an agreed assessment shows which judgements it draws on. Judgements are flagged for review when the evidence changes, and you can export review tables and a Summary of Qualitative Findings to Word or Excel.

From published frameworks to judgements you can defend.

Switch on behavioural science, implementation science, or both, in any kind of project. Add a framework’s codes with their published definitions, see your coding counted against it case by case, then make and record your own judgements. Oriel doesn’t rate or judge anything for you.

OrielFalls prevention in care homes

Falls prevention in care homes

Behavioural science · Implementation science

Why do staff at some homes complete falls risk assessments, and what would help the others? Fictional data.

Choose a framework and its options, read what will happen, then add its codes. Each code carries the framework’s published definition and is linked to its standard term.

Framework

Codes

    Framework packs

    Add a framework in one step

    Add codes for the Theoretical Domains Framework, COM-B, the Behaviour Change Wheel, the BCT Ontology, CFIR, ERIC, EPIS, Normalisation Process Theory, or RE-AIM, each with its published definition, and optional Barrier and Enabler codes.

    Behavioural diagnosis

    Find what helps or hinders

    See your coding, barriers, and enablers counted for each TDF domain, grouped by COM-B. Read the passages, judge which domains are relevant with a rationale, then follow published links to intervention functions, policy categories, and techniques. If you’re designing or adapting an intervention, you can then open the seven-step planning route.

    Ontologies · evidence

    Describe your codes with standard terms

    Link codes, CMOCs, and extraction fields to techniques, mechanisms, settings, populations, and more. See every place a term is used, and the Theory and Techniques Tool’s published evidence linking techniques to mechanisms.

    CFIR · −2 to +2

    Rate and compare cases

    Rate each CFIR construct for each site or case with the published rating guide beside the passages, then compare groups of cases and record which constructs distinguish them.

    ERIC · logic models

    Plan strategies with logic models

    See the ERIC strategies experts endorsed for each barrier you rated, and build Implementation Research Logic Models that link a determinant, strategy, mechanism, and outcome, and test and refine them like any programme theory.

    FRAME · FRAME-IS

    Keep dated records

    Record the strategies you use, adaptations to the intervention, and changes to strategies, linked to sources, passages, cases, and terms. Read them on a timeline or in a table, and export them with your ratings.

    Collaborate through the storage you already use.

    There is no Oriel server to set up and no new account to approve. Choose a folder in the cloud or network storage your team already uses, and Oriel keeps everyone’s copy of the project in step through it, with each person’s work attributed to them.

    1. 1

      Share from Collaborate

      Click Collaborate, enter your coder name, and choose an empty folder in your cloud or network drive. You can also share a project as you create it.

    2. 2

      Share the folder as usual

      Give named colleagues access through OneDrive, Teams, Dropbox, or your provider, exactly as you would for any other folder.

    3. 3

      Colleagues join in Oriel

      Each person chooses Join a shared project and saves their own copy outside the folder. New members start from a recent snapshot, so joining stays quick.

    No live file in the cloud

    Safer than sharing a project file

    Your working project stays on your own computer. Oriel adds only small, fixed change files to the shared folder, so your provider doesn’t have to synchronise a database while someone has it open.

    Fast · offline

    Work at full speed, then catch up

    Coding happens on your local copy. Oriel sends your changes after a short pause in your work, at most about a minute later, and catches up after time offline. Arrival then depends on your provider.

    Coder names · agreement

    Everyone’s work stays identifiable

    Each copy codes under its own coder name, and Undo only undoes your own changes. Compare colleagues with percentage agreement and Cohen’s kappa, or code blind.

    Edits at the same time

    Nothing quietly overwritten

    Two people coding the same passage both keep their coding. Edits to different parts of a memo are both kept, and Conflicts can put back a value someone replaced.

    Mac · Windows

    Across computers and platforms

    Colleagues on Macs and Windows PCs can share one project. Oriel explains how to keep a cloud folder fully downloaded, and how to reach a Teams channel through the OneDrive app.

    Advanced · coding only

    Or a private coding service

    Teams with an administrator can run a self-hosted service that shares coding without source text, code names, memos, or attributes. Turn it on in Settings → Advanced.

    Who can see what: a shared folder holds the whole project, including recordings, transcripts, and deleted text in the history. Oriel doesn’t add encryption of its own and can’t remove a person, so share with named people through a provider your institution and ethics approval allow, and remove access there when someone leaves. Cross-platform sharing has been tested through iCloud Drive and local network folders. OneDrive, Dropbox, and other providers aren’t confirmed yet.

    Your research, your decisions.

    Practical answers about your data, optional AI, and working with Oriel.

    Which computers does Oriel run on?

    Oriel runs on Windows and on Macs with Apple silicon (M1 or later), with a Linux version to follow. Download it here. Colleagues on Windows and Mac can share one project. Some features depend on your computer. Local AI currently needs an Apple silicon Mac or a Windows PC with a suitable graphics processor, and text recognition in scanned PDFs uses the engine built into Windows or macOS. See the platform notes.

    Where is my research data stored?

    Your working project is saved as a file on your computer. Coding, queries, reports, transcription, and optional AI processing run locally. If you choose collaboration or a cloud-synchronised folder, that folder or service also copies project material according to its access and storage arrangements.

    Does Oriel send my interviews to cloud AI services?

    Oriel’s optional AI runs on your computer after downloading a model. Your research material is not sent to a cloud AI service for processing.

    Do I have to use AI?

    No. You can code and analyse your material yourself. In the default suggestion mode, you review suggestions before accepting them. A separate, optional AI-coder mode saves a run directly under its own identity.

    Does local AI need a powerful computer?

    Yes. The trade-off for keeping AI processing on your computer is that it requires powerful hardware. Performance depends on your processor, available memory, graphics hardware, and chosen model. Less powerful computers may run models slowly or be unable to run larger ones. AI is optional, so you can use Oriel’s manual coding and analysis tools without it.

    Can I distinguish AI coding from my own analysis?

    Yes. You can choose a separate AI coder for a run, inspect its coding, compare it with yours, and remove the run. The default mode gives you suggestions to accept or dismiss instead. Both approaches need your critical judgement.

    Can I use confidential or sensitive research material?

    Local processing helps you control where your material is processed. Before importing sensitive data, check your institution’s requirements, study approvals, and storage arrangements. A locally stored project may still be synchronised by services such as OneDrive.

    Can I work without an internet connection?

    Coding and analysis run locally. Download any transcription or AI models beforehand. Retrieving references from DOIs and capturing online sources require internet access.

    Can I move existing projects into Oriel and export my work?

    Oriel imports NVivo .nvp and .nvpx projects, with a companion .qdpx export, a codebook, or both needed to restore names. Some information, including attribute values, memo text, and saved searches, does not transfer. It also supports REFI-QDA exchange and Word or PDF reports. Read any transfer warnings and check the result. Export back to NVivo isn’t fully supported.

    Can I work with colleagues, and does it work with OneDrive or Teams?

    Yes, through the storage you already use. Choose a folder in OneDrive, Teams or SharePoint, Dropbox, Google Drive, iCloud Drive, or a network drive, then share that folder with named colleagues as usual. Each person keeps a separate local copy outside the folder, works at full speed, including offline, and codes under their own name. There is no Oriel server or account. Everyone with access to the folder can read the whole project. See how it works or read the current limits.

    Is Oriel quick to use on a large project?

    It is designed to be. Your project is a single file on your computer, so opening sources, coding, and searching do not wait on a server. Text search uses an index, long PDFs draw only the pages near you, and large datasets scroll without loading every row at once. Coding is saved as you apply it, and ⌘K (Ctrl+K on Windows) opens any source, code, or command by name. Local AI and transcription speeds depend on your hardware.

    Does Oriel tell me which method to follow?

    No. You tell Oriel what your project is for, and your home page suggests five broad steps with the tools that suit them. Steps can stay empty and your questions can change. The counts describe your work rather than checking that you followed a particular method. See the route.

    Can I use Oriel for a qualitative evidence synthesis?

    Yes. Choose Evidence synthesis when you create a project and Oriel will suggest Study review tools, or you can switch them on later. You can manage studies and their reports, share extraction and appraisal templates, reconcile two reviewers, link study contributions to findings, and record CERQual judgements. Oriel imports screening outcomes but doesn’t run searches, deduplicate records, or draw flow diagrams, and shared project files don’t technically blind reviewers. See the review workflow.

    Is Oriel only for realist research?

    No. It supports general qualitative coding, matrices, rapid analysis using source summaries, and reporting, with additional tools for programme theory and CMOCs, behavioural and implementation science, and qualitative evidence synthesis.

    Can I use Oriel for behavioural or implementation science?

    Yes. Choose behavioural or implementation questions as part of an evaluation, or switch on Behavioural science, Implementation science, or both in any project. Oriel includes codes for the Theoretical Domains Framework, COM-B, the Behaviour Change Wheel, CFIR, ERIC, EPIS, Normalisation Process Theory, and RE-AIM, a TDF behavioural diagnosis, CFIR construct ratings with comparison of groups, logic models, a planning route for designing interventions, and records of strategies and adaptations. Counts help you see where your data has most to say, but every judgement and rating is yours. See the programme evaluation workflow.

    Will Oriel be updated, and can I get support?

    Oriel is intended to be updated and improved over time. You are welcome to report bugs and request features. Justin develops Oriel as a passion project alongside his main work, so personalised support, response times, and fixes or requested features cannot be guaranteed.

    Was AI used to develop Oriel?

    Yes. AI was used to help develop the application. This means that the code upon which the programme was built was written with the assistance of AI. This is separate from Oriel’s optional AI analysis features, and does not mean your research data is shared with the AI tools used during development.

    Have another question? Ask Justin about Oriel.

    Oriel is designed by Justin Aunger, a realist methodologist at the University of Birmingham, for the kind of work described on the methods page: realist evaluations and syntheses where coding, evidence, and theory testing need to stay connected.

    • Free
    • Windows and Mac
    • Works offline
    • No account needed

    Free · Windows and Mac

    Out now.

    Version 0.97.1 beta is free to download for Windows and Mac, with Linux to follow. If you have a question, or you’d like to talk about using Oriel in your research, email me.

    Download Oriel Read the quick start