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What research material is used when I run an AI task?

1 min readAccount and plans

Overview

The Assistant uses the scope shown for the chosen task, such as selected text, one document, selected documents, answers to one interview question, the active codebook, relevant memos, or project guidance. Review the “data sent” or scope description before starting. Ordinary manual coding, reading, and Analysis do not require an AI request.

What to do

  1. Choose the smallest scope that can answer the question.
  2. Remove direct identifiers when they are not necessary for analysis.
  3. Follow consent, ethics approval, institutional policy, and the site privacy notice.
  4. Do not submit material to an AI service when your data agreement prohibits it.

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