Nvivo 9 - An Introduction (PDF - 1.5MB)

Transcription

Centre for Learning and Academic Development (CLAD)
Technology Skills Development Team
Course code: NV0009
An Introduction to QSR NVivo 9
www.intranet.birmingham.ac.uk/itskills
An Introduction to QSR NVivo 9 (NV0009)
Author:
Sonia Lee Cooke
Acknowledgment: Thanks to Beverley Hancock for her valuable
contributions throughout the development of this
course
Version: 1, January 2012
© 2012 The University of Birmingham
All rights reserved; no part of this publication may be photocopied,
recorded or otherwise reproduced, stored in a retrieval system or
transmitted in any form by any electrical or mechanical means
without permission of the copyright holder.
Trademarks: Microsoft Windows is a registered trademark of
Microsoft Corporation. All brand names and product names used in
this handbook are trademarks, registered trademarks, or trade
names of their respective holders.
Contents
Page No.
INTRODUCTION .......................................................................................................................................... 2
STARTING NVIVO ........................................................................................................................................ 2
WHAT IS AN NVIVO PROJECT ..................................................................................................................... 4
PROJECT BACKGROUND................................................................................................................................. 4
PROJECT AIMS ............................................................................................................................................ 4
CREATING A PROJECT ................................................................................................................................. 4
THE NVIVO WORKSPACE ............................................................................................................................ 5
RIBBONS AND TABS ..................................................................................................................................... 6
THE STATUS BAR ......................................................................................................................................... 6
THE NAVIGATION VIEW ................................................................................................................................ 7
CREATING FOLDERS ..................................................................................................................................... 7
DELETING FOLDERS ...................................................................................................................................... 8
RENAMING FOLDERS .................................................................................................................................... 9
WORKING WITH DOCUMENTS ................................................................................................................... 9
CREATING A DOCUMENT IN NVIVO ................................................................................................................. 9
COPY AND PASTE FROM MS WORD TO NVIVO ............................................................................................... 12
PREPARING MS WORD DOCUMENTS TO FOR IMPORTING INTO AN NVIVO PROJECT ................................................ 12
IMPORTING FILES FROM MS WORD .............................................................................................................. 13
OPEN A DOCUMENT .................................................................................................................................. 14
USE LIST AND DETAILED VIEWS TO BROWSE AND EDIT DOCUMENTS ................................................................... 14
FLOATING WINDOWS ................................................................................................................................. 15
DOCUMENT PROPERTIES ............................................................................................................................. 15
CLOSING A DOCUMENT ............................................................................................................................... 15
SAVING A PROJECT ................................................................................................................................... 16
CREATING AND MANIPULATING NODES .................................................................................................. 17
WHAT IS A NODE ...................................................................................................................................... 17
NODES TYPE ............................................................................................................................................. 17
CREATE NEW NODES USING THE RIBBON ........................................................................................................ 18
CREATE NODES USING THE QUICK CODING BAR ............................................................................................... 19
SHOW OR HIDE THE QUICK CODING BAR ........................................................................................................ 19
CREATE NODES USING THE RIGHT MOUSE BUTTON ........................................................................................... 20
REMOVE CODING AT THE CURRENT NODE ....................................................................................................... 21
VIEW HIGHLIGHTED CODING FOR SELECTED NODES ........................................................................................... 22
CODING WITH THE CODE IN VIVO BUTTON ..................................................................................................... 22
CODING STRIPES ....................................................................................................................................... 23
CREATING A NODE STRUCTURE .................................................................................................................... 24
CUSTOMIZE THE NVIVO WORKSPACE ............................................................................................................ 26
EXPLORING NODES .................................................................................................................................... 27
VIEWING THE CONTENT OF A NODE............................................................................................................... 27
DELETING A NODE ..................................................................................................................................... 28
PRINTING PROJECT ITEMS ........................................................................................................................ 29
PRINTING A NODE STRUCTURE ..................................................................................................................... 30
Page i
WORKING WITH CLASSIFICATION SHEETS AND ATTRIBUTES ................................................................... 30
CREATING A CLASSIFICATION SHEET ............................................................................................................... 31
ASSIGN ATTRIBUTES TO A NODE ................................................................................................................... 34
THE FIND TOOL ......................................................................................................................................... 35
USING BASIC FIND ..................................................................................................................................... 35
USING INTERMEDIATE FIND ......................................................................................................................... 36
USING ADVANCED FIND.............................................................................................................................. 37
CONVERTING PROJECTS FROM EARLIER VERSIONS OF NVIVO ................................................................ 38
Page ii
About the workbook
The workbook is designed as a reference for you to use after the course
has finished. The workbook is yours to take away with you so feel free
to make any notes you need in the workbook itself
The workbook is divided into sections with each section explaining
about a particular feature of the program or how to do a particular task.
Sections that take you through a particular procedure step-by-step look
like this:
How to do something

Do this first.

Then do this.

Then do this to finish.
There are also a number of text boxes to watch out for throughout the
workbook. These will help you to get the most out of the course.
Tip
The thumbs up symbol in the margin indicates a tip. These tips and will help
you work more effectively.
Danger!
The thumbs down symbol in the margin indicates common mistakes or
pitfalls to be avoided.
Page 1
Introduction
Qualitative research can involve processing data in many forms.
Recordings of interviews and their transcripts are two examples but data
might also take the form of pictures or video. As the research
progresses, the volume of data increases to include things such as notes
on current thinking, theories and ideas. Managing the wealth of
information requires some effort as it is important to be able to access
information quickly and easily.
NVivo is a computer application that includes a range of features
designed to help you manage, analyse and access qualitative data.
This document was written to accompany the course on NVivo: An
Introduction to QSR NVivo 9 (Module II and III). This course is
intended for those who are new to NVivo and may be considering
whether to use it in their own research. With the aid of an example, this
course provides an overview of the NVivo system.
By the end of the course, participants should have a basic knowledge of
how NVivo works and how it can help them with their research.
Starting NVivo
To start NVivo click on the Start button
(at the
bottom left of the screen) then do one of the
following:

Click on All Programs, select QSR and click on NVivo 9. Or if
you have the NVivo icon
on it.
on the Desktop double click

To start NVivo from one of the computers in a cluster on campus:

Click on All Programs

Click on [ITS Applications]

Click on
Page 2

The NVivo Welcome screen and dialogue box appears:

By default, in the Welcome to NVivo dialogue box, your login
username is displayed in the Name text box.

Type your initials in the text box, your initials will be attached to
the work you do in NVivo, it is especially useful for collaboration if
you are working on the same project with other team members,
they will be able to identify your work

NVivo is installed with a sample Project – entitled:
Environmental Change Down East.

The three buttons at the bottom of the screen allows you to
create new project, open an existing project or get help topics
and tutorials, help can be obtained from the QSR support team
who are based in Australia, their email address is:
[email protected] you will need proof of your NVivo
license key number.
Page 3
What is an NVivo Project
In NVivo a collection of information, relating to a research is stored in a
project.
An NVivo Project can be created at any stage to store your data and
ideas. You can start with data you have already prepared in another
software package and import it into NVivo, alternatively, enter data
directly into NVivo.
We will use the project described below as an exercise for this course.
Project background
Delivering the Government’s research strategy for health depends on
having sufficient research capacity to carry out the research that needs
to be done to inform the development of health care services. An
important element of research capacity is research workforce. Health
care professionals who move from a career in clinical work to a career
in research form part of that research workforce. But why and how do
health care professionals become researchers?
Project Aims
The aims of this project were:

To explore why and how health care professionals moved into a
research career.

To identify the barriers faced by health care professionals who
want to develop a research career.

To describe factors that can help health care professionals to
gain the research skills, experience and ability to progress in a
research career
Creating a Project
To create a project:

Click on the New Project button,
at the bottom left
of the Welcome screen. The New Project dialogue box
appears:
Page 4

In the Title text box, enter a meaningful name for the project and
Description. By default, NVivo stores the project in the
Documents Folder and add an .nvp extension to the filename.
If you want to change the location, click on the Browse button to
save the project in a folder of your choice.

Click OK to display the NVivo workspace.
Minimize
Maximize
Close
The NVivo Workspace
Status bar
Navigation
View
The Ribbon on
the Home tab
List View
Basic and Advanced
Find toolbar
Page 5
Ribbons and Tabs
By default, there are eight Tabs and Ribbons displayed at the top of the
NVivo workspace. Each Ribbon is attached to a Tab; ribbons are
divided into groups that relates to a type of activity. You can use your
mouse to hover over each icon on the ribbon to display the description.
The Status bar
1
3
2
4
5
6
2
The Status bar is located at the bottom of the NVivo workspace; it
provides contextual information about the current state of the project
source you are viewing on the screen, such as:
1.
2.
3.
4.
User details
The number of items in a selected folder
The number of Nodes and coded data (References)
By default the project source is opened in 'Read-Only' mode you
can switch to edit mode (‘Editable')
5. The position of the line and cursor (column)
6. You can specify the zoom level of the document
Page 6
The Navigation View
The Navigation view provides access to all your
project items. You can show or hide the Navigation
View by pressing Alt F1.
Project items are organised under the following
group buttons:
The Sources folder is opened by default; NVivo
provides three pre-defined folders for storing and
organising your research materials. You can create
as many new sub-folders as you need.
Nodes – Container for storing and organising all
data that has been coded at the node.
Classifications – work with classification and
create attributes such as age, gender and occupation.
You can also import a classification sheets from
Excel.
Collections – Allows you to group different types
of project items.
Queries – A powerful search engine that you can
use to explore your project, ask questions about
your project, find patterns, save questions and
results.
Reports – You can run a pre-defined report or build
your own.
Models – A diagram to illustrate information contained
Drag handle down to make more
room or up to view more buttons.
within the project. Alternatively, identify emerging
patterns and connections.
Folders – Displays all folders.
Creating Folders
In Navigation View, you can create new sub-folders in anyone of the
three pre-defined folders (Internals, Externals and Memos).
To create a new sub- folder in Navigation View do
one of the following:

Select one of the pre-defined folders – e.g. Internals.

Click on the Create Tab, in the Collections group, click on the
Folder icon, alternatively.
Page 7

Right click on the Internals icon
Folder…. alternatively.

Press Ctrl Shift N. (the New Folder dialogue box appears):

In the Name text box, enter a meaningful name for the folder and
Description.

Click OK to create the folder.

When you have finished creating the folder, your Navigation
View should look like this:

When you click on a folder all the contents of the folder are
displayed in the List View on the right of the NVivo workspace.
You can drag and drop items from the List View into the required
folder(s).
Select New
Deleting Folders
To delete a folder:

Select the folder you want to delete, click on the Home tab, in the
Editing group, click on the Delete icon, alternatively.

Right click on the folder you want to delete

Select Delete from the shortcut menu, (the Delete Folder
dialogue box appears):
Page 8

Click on the Yes button to delete the folder.
Renaming Folders
To rename a folder

Select the folder you want to rename, click on the Home tab, in
the Items group, click on the Properties icon
select Folder Properties…, alternatively
and

Right click on the folder you want to rename

Select Folder Properties…, (the Folder Properties dialogue
box appears): you can now change the name or description

Click OK.
Working with Documents
Creating a document in NVivo
The most straightforward way to add data to a project is to create a
document in NVivo and type directly into it.
To create documents in NVivo do one of the
following:

Select the Folder where you want to store the document

Click on the Create tab in the Sources group, click on the
Document icon

alternatively
Right-click in the blank area of the List View, a shortcut menu
appears, use the mouse to point to New Internal…. and select
New Document…
Page 9

The New Document dialogue box appears:

In the Name text box, enter the document name and Description

Click on the OK button on the New Document dialogue box.

The blank document appears in the Detailed View, ready for you
to input information as shown below:
Page 10
The NVivo workspace now has three main views (Navigation, List and
Detailed views)
Navigation View
project items are
organised under
group buttons
Detailed View – you can undock
(detached) this window and work
in a separate window
List View – you can
customize this workspace,
via the View tab,
Tips
You can right click in the blank area of the Detailed or List Views to display
a shortcut menu. In List View you can sort the documents by the heading
type, just click on one of the column headings – e.g. Name, to sort
alphabetically by name.
To enter date and time in a document, place the cursor in the document
where you want to display the date and time and press Ctrl Shift T.
Page 11
Copy and Paste from MS Word to NVivo
It is also possible to copy data from MS Word and paste it directly into
an NVivo document. However, data that is formatted with highlighted
colour background – e.g. (make data looks like it was highlighted with a
highlighter pen) the background colour will be lost, data that contains
bold, italic, font name, size, colour and Microsoft Word pre-defined
styles will retain its formatting when pasted into NVivo. (This also
applies to documents imported into NVivo).
To copy and paste data from an MS Word document
into an NVivo document:

Create a blank document in NVivo (see page 8) alternatively,
place the cursor in an existing document where you want to insert
the data, switch to MS Word and copy the data
Tip
To select the entire document in MS Word, press Ctrl A. Alternatively, move
your mouse pointer into the in the selection area (left margin) until you get a
white arrow click three times and to select a paragraph double-click.

Switch back to NVivo, click on the Home tab, in the Clipboard
group, click on the Paste icon

alternatively
Right-click in the document where you want to insert the data
and select Paste.
Preparing MS Word documents to for importing
into an NVivo project
NVivo allows different type of documents to be imported into a project
at any stage. You can import documents from MS Word, MS Excel and
other applications, but before importing the document(s) into NVivo the
document(s) must be saved in certain ways:

MS Word saves documents as .doc, .docx,

MS Excel saves workbook as xls, xlsx,
(no need to save MS Word and MS Excel documents under a
different format)

Other applications such as Adobe PDF documents and
MS Outlook save files as (Rich Text Format .rtf or Plain Text
.txt format)

Save Audio files as (.mp3, .wma, .wav)

Save Video files as (.mpg, .mp4, .wmv, .avi, .mov, .qt)

Save Image files as (.Bmp, .gif, .jpg, .tiff).
Page 12
Importing files from MS Word
In this section, we will focus on importing files from MS Word,
however, other files such as Memos, Audios, Videos, Pictures and
Dataset can also be imported into NVivo.
To import a document(s) do one of the following:

Select the destination folder, (the folder where you want to store
the imported documents)

Click on the External Data tab, in the Import group, click on the
Documents icon
alternatively,

Right Click in the List View area on the right of the NVivo
workspace

Point to Import Internals…, select Import Documents, (the
Import Internals dialogue box appears).

Click on the Browse button, the Import Sources dialogue box
appears; navigate to the folder that contains the document(s) you
want to import into NVivo.

Select the document(s).
Tip – Selecting documents
To select multiple documents, click on the document(s) to add or cancel from
the selection, press and hold down the Ctrl key while clicking on the
required document.
You can also select a group of documents, click on the first document then
hold down the Shift key and click on the last document to highlight a group
of documents.

Click on the Open button to return to the Import Internals
dialogue box
Page 13

Click on the More button
Internals dialogue box

Under Options:
Use first paragraph to create description - NVivo use the first
paragraph in the MS Word document to create the description.
The description will be added automatically to the document’s
properties dialogue box when it is imported

Code sources at new nodes located under - enables you to
code the entire source data at a selected Node

Assign new Nodes to classification – if you have already set
up a classification you can select it

Click on the OK button to import the documents into NVivo.
to expand the Import
Open a Document
Use List and Detailed Views to Browse and Edit
Documents
Documents can be viewed, duplicated, deleted and it is possible to
change their properties.
To open and view a Document:

Click on the Folder that contains the document, (all the folder
contents are displayed in the List View).

Double-click on the document in List View, the contents of the
document is displayed in the Detailed View. (You can open
several documents in Detailed View and switch between them by
clicking on the document name tab).
Page 14
Caution!
By default, documents are opened in read only mode, click on the Click to
edit banner at the top of the document to change it to edit mode.
Floating Windows
It may be more convenient to undock a document (display it in a
floating window).
By default documents are attached (docked) at the bottom of the List
View, you can change the position of the window to free-floating.
To Dock or Undock a document:

Click on the View tab, in the Window group, click on the
Docked icon
window.

to display the document in its own
By clicking on the Close button on the opened window, it will
return to the default when you next open it.
Document Properties
Document properties vary depending on the type of item you are
working with; most document properties contains name, description and
creation date, you can view or change the properties.
To view and change the document properties:

Select the document in the List View

Click on the Home tab, in the Item group, click on the Properties
icon (the Document Properties… dialogue box appears) you
can change the details, alternatively,

Right click on the document and select Document Properties…
Closing a document
To close a document:

Click on the close button
at the top right of the Detailed View
Page 15
Saving a Project
NVivo allows for whole projects to be saved. However, it is important
to understand that changes to individual documents are not saved to disk
when a document is closed although the changes will be remembered in
memory. The save option can be used to save changes at any time.
NVivo also has an auto save feature that you can set to remind you to
save the Project.
It is important to save your project regularly. To set
the Auto Save option:

Click on the File tab and select Options, (the Application
Options dialogue box appears)

Click on the Notifications tab

Under Messages - click on the spinner arrow
to the right
of Enable project save reminders every 15 minutes to increase
or decrease the time or type the time directly into the text box.

Once you have set up the Application Options, NVivo will
remind you to save your Project at the appropriate intervals. The
Save Reminder dialogue box will appear:

You can also click on the Save button on the Customize Quick
Access toolbar or press Ctrl S to save all changes to your
Project.
Page 16
Creating and Manipulating Nodes
What is a Node
In NVivo, a node can be used to represent anything the researcher might
want to refer to in a project, such as concepts, places, abstract ideas and
people being studied. Coding involves associating a node (container)
with one or more portions of data. Coded data that are stored in a node
can be easily retrieved and used in further analysis.
Nodes Type
NVivo supports different types of Nodes such as:
In this section, we will only focus on creating theme Nodes in various
different ways.
An icon represents
a Node
Hierarchy structure
Collapse/Expand button
Child Node
(specific sub-category)
Parent Node
(general category at the top level)
Page 17
Create new Nodes using the Ribbon
To create a new Node as you code:

Open the document and highlight the data you want to code

Click on the Analyze tab, in the Coding group, under Code
Selection At, click on the New Node icon, (the New Node
dialogue box appears)

By default, Nvivo provides a predefined Nodes folder to store all
your Nodes.

Click on the Select button to change the location of your Node.

In the Name text box, enter a meaningful name for the Node and
enter a description

Click on the OK button to create the Node
Page 18
Create Nodes using the Quick Coding bar
The Quick Coding bar provides the quickest method of creating new
nodes while browsing a document; the Quick Coding bar is located at
the bottom of the NVivo workspace, you can show or hide it.
To use the Quick Coding bar to create a Node:

Highlight the data you want to code

Notice the Quick Coding bar at the bottom of the NVivo
Workspace is active when data is highlighted

Enter the Nodes name in the Code At text box and click on the
Code icon
Select a Nodes type
Show/hide Quick
Coding bar
Click to display the
Location dialogue box
Code In Vivo
Enter Node name
Click to display the Select
Project Items dialogue box
Uncode icon,
click to uncode
highlighted data at
the current Node
Code icon, click to
code highlighted data
Show or Hide the Quick Coding bar
To display the Quick Coding bar:

Click on the View tab, in the Workspace group, click on the
Quick Coding bar icon to display a drop-down list

The Quick Coding bar is currently attached (docked) at the
bottom of the NVivo workspace; select the required option from
the drop-down list.
Page 19
Note
The Quick Coding bar is only active when a document or a node is open.
Create Nodes using the right mouse button
To create Nodes using the right mouse button:

Highlight the data and right click on it to display a drop-down
menu

Point the cursor to Code Selection and click on Code Selection
At New Node... (the New Nodes dialogue box appears)

Click on the Select button to change the location of your Node.

In the Name text box, enter a meaningful Node name and
description

Click on the OK button to create the Node.
Page 20
Remove coding at the current Node
You can remove selected data from a node or document by 'uncoding' it.
To uncode the data from a node while you are in a
document:

Click on the Analyze tab, in the Uncoding group, under Uncode
Selection At, click on Existing Nodes (the Select Project Items
dialogue box appears)

Click on the Nodes folder on the left of the Select Project Items
dialogue box

On the right, select the check box for the Node that contains the
coding you want to remove

Click on the OK button to remove the coding from the Node.
To uncode directly from a Node:

Open the Node by clicking on the Node button
the Navigation View

Highlight the data you want to uncode and right-click on the
highlighted data

Select Uncode Selection, and then click on Uncode Selection
At This Node, (the coding is removed from the Node)
in
Page 21
View highlighted coding for selected nodes
To view the highlighted coding for selected nodes:

Click on the View tab, in the Coding group, click on the
Highlight icon

Select Coding for All Nodes… In the document all the coded
data will be highlighted

Coding for Selected Nodes... will let you select specific Nodes
and all the coded data for the selected nodes will be highlighted.
Coding with the Code In Vivo button
You can use the Code In Vivo button
on the Quick Coding bar to
create Nodes based on respondents’ phrases. NVivo use the highlighted
data as the Node name. (You can have approximately 256 characters).
However, the Code In Vivo should be used specifically for a single
word or short phases, the longer the name, the harder it is to recognize
and it will be particularly difficult to handle.
To create a Node using the Code In Vivo button:

Highlight the data you want to code.

Click on the Code In Vivo button
(the highlighted data will
appear in the Code At text box,on the Quick Coding bar at the
bottom of the NVivo workspace, as shown below) and also as a
Node in the Nodes folder.
Page 22
Caution
NVivo will not allow you to code the same data twice, when creating a node
using the Code In Vivo button, if you click on the same highlighted data
twice, the Code In Vivo dialogue box will appears with a message informing
you that the Node already exists. However, if you have manually created
codes, it is possible to code the same data to different Nodes
(see pages 17-19)
Coding Stripes
Coding Stripes show approximately, where you have coded the data in a
document. By default, NVivo allows up to seven coding stripes when
you choose to view the most, least or recently coded nodes; you can also
change the number of stripes (the maximum is 200).
To display the coding stripes:

Click on the View tab, in the Coding group, click on the Coding
Stripes icon

Select the required option from the list – e.g., show Nodes Most
Coding (the coding stripes appears on the right-hand side of the
document).
Right click on the Coding Density Bar to show a
Coding Stripe. The different shades of greys
indicate the coding density from light grey
(minimal coding) to dark grey (maximum coding).
You can also show only the Coding Density bar.
Coding Stripes – click
once on a stripe to view
the highlight coding in
the document
Page 23
To view all the highlight coding for a single node:

Right click on a Coding Stripe to display a shortcut menu

Select Highlight Coding; alternatively, hover your mouse over
one of the coding stripes to view the path of the Node and the
person who coded the data.
Tips
You can quickly code data to existing Nodes – simply highlight the data and
drag and drop it onto the required Node, (see page 24)
Creating a Node Structure
There are various ways to manually code a document - e.g., if you have
already worked out your Node structure, you can create Nodes before
you code and then code at the existing Node, alternatively, you can
create Nodes and code at the Nodes as you read through your document.
To create a Node structure:

Click on the Node button in the Navigation View and select the
Nodes folder

Click on the Create tab, in the Nodes group, click on the Nodes
icon

Click on the OK button to create the Node, alternatively

Right click in the blank area of the List View, (a shortcut menu
appears), click on New Node… (the New Node dialogue box
appears)
Page 24
1. Assign Attributes values to a
Node
2. Enter a meaning full name for the
Node
3. Enter a description
4. Enter a Nickname for the Node
5. The Node path (where the Node
is stored).
6. Aggregate the parent Node – data
coded in the child Node will
automatically roll up to the parent
Node
7. Organise your project items by
assigning a colour, e.g. you may
want to identify Nodes and items
coded by a specific user
1
2
3
4
5
6
7

Select the appropriate option(s) on the New Node dialogue box

Click on the OK button to create the Node

You can create as many Nodes as you need, you can also
arrange existing Nodes into hierarchical structure
To highlight multiple Nodes:

You can also hold down the Ctrl key on the Keyboard and click
on individual Node.
To highlight a group of Nodes:

Click on the first Node then point to the last Node and hold down
the Shift key on the keyboard while clicking the left mouse
button
Page 25
To create a hierarchical structure:

Highlight the Nodes you want to be the child Nodes
(sub-category)

In the above diagram Early Research Experience will be the
parent Node (top level) and Participation in Project and
Research Post will be the child Nodes (sub-category)

Drag the highlighted child Nodes and drop them into the parent
Node

Notice the cursor has changed to a white arrow
and when
you release your mouse button, an expand/collapse button
appears to the left of the parent Node

Click on the expand button
to expand the Nodes

Click on the collapse button
to collapse the Node
Customize the NVivo Workspace
It may be more convenient to re-arrange the NVivo workspace, when
you are coding sources using drag and drop (as shown on next page).
To re-arrange the window in order to view both
document and Nodes:

Open the Document you want to code

Click on the Nodes button in Navigation View on the left of the
NVivo workspace
Page 26

Click on the View tab, in the Workspace group, click on the
Detailed View icon, a shortcut menu appears:

Click on Right to display the document in Detailed View on the
right of the workspace and the Nodes in List View on the left of
the workspace

You can resize both windows by placing the cursor on the splitter
bar (the vertical bar that divides the windows) until the mouse
pointer changes to a horizontal double-headed arrow
click
and drag to increase or decrease the window
Exploring Nodes
There are various ways to manually code a document - e.g., if you have
already worked out your Nodes structure, you can create Nodes before
you code and then code at the existing Node, alternatively, you can
create Nodes and code at the Nodes as you read through your document.
Viewing the content of a Node
To see an overview of the coding:

Click on the Nodes button
View.

Click on the Nodes folder, a list of all the Nodes are displayed in
the List View in the right of the screen

Double-click on the appropriate Node to open it, - e.g.
Research Post (all the coded data (references) that are gathered
at the node is displayed in the Detailed View), as shown below
in the Navigation
Page 27
Click on the blue
hyperlink to return to
the document.
Percentage of the document
that has been coded.
List View
Click on the Close
button to close
Detailed View
Detailed View
Right button
Deleting a Node
To delete a Node:

Click on the Nodes button on the Navigation View

Click on the Node or highlight a group of Nodes

Click on the Home tab, in the Editing group, click on the Delete
icon

(The Confirmation dialogue box appears):
Click on the Yes button to delete the Node and all the coding at
the node will be moved from all sources in your project.
Caution
If you delete a parent Node all the child Nodes below will be deleted.
Page 28
Printing Project Items
To print a project item:

Display the project item you want to print - e.g., documents,
classification, memos and other items.

Click on the File menu and move the mouse pointer to Print to
display the Print Preview and Print list, you can select the
appropriate option

Print...– displays the Print Options dialogue box

Print List... – you can print a Nodes structure

Print Preview... – preview the project item before printing

The following Print Options dialogue box appears when you
select Print from the Preview and print List
Page 29

Select the appropriate options (the options you selected will be
printed at the top of your document)

Click on the OK button
Printing a Node Structure
To print a Nodes structure:

Click on the Nodes button in Navigation View

Click on the Nodes folder to display all the Nodes in the List
View

Right-click any where in the List View, (a shortcut menu
appears)

Select Print, then, Print List to print the Nodes list
Working with Classification sheets and
Attributes
The classification sheet stores a summary of the items in the form of a
table, e.g., if you have created case nodes for interview respondents and
classified them as Person, you can use the classification sheet to quickly
see the demographic spread of your respondents:
Page 30
NVivo supports three types of classifications such as Source
Classification, Node Classification and Relationship Type:
You can import bibliographical information from reference
management tools such as EndNote, Zotero or RefWorks and store it in
Source Classifications. NVivo also provide predefined classifications
interview and focus group to help you keep track of your sources, you
can add these to your project or create your own general classifications
Source
Assign classification to any Nodes. Create a classification first, define
attribute values and assign them to Nodes, this can be done either
manually for each Node or by importing a classification sheet from
Excel. A list of predefined classification is also available for you to add
to your project, you can customize the list.
Creating a Classification sheet
To create a classification sheet:

Click on the Classifications button
on the
Navigation View and select the Nodes Classification folder on
the left of the NVivo workspace

Click on the Create tab, in the Classifications group, click on the
Node Classification icon
alternatively,
right-click in the List View and select New Classification (the
New Classification dialogue box appears):
Page 31

Create a new classification - allows you to create your own
general classification sheet

Add one or more predefined classifications to the project –
NVivo provides two classifications: Organization and Person.
The predefined list can also be customized

Select Add one or more predefined classifications to the
project and select Person

Click on the OK button to generate the Person classification
together with a predefined list of attributes, each classification
has it own unique list of attributes. You can add or delete
attributes

Double-click on any one of the attributes change the properties,
- e.g. we could change Sex to Gender
Page 32

You can add new attribute values to each attribute on the list
while working in a classification sheet.
To add new attribute values to an existing attribute:

Double-click on the appropriate attribute
Properties dialogue box appears):

In the Name text box enter a meaningful attribute Name,
Description and Type.

Click on the Values tab and enter the new values by clicking on
the Add button then, type the attribute name in the cell under
Value

Click on the Add button again to add another value until you have
added all your values.

, (the Attribute
Page 33
Caution
Attribute values must match with the attribute's data type, - e.g. you cannot
select ‘text’ for the Type and enter ‘numbers’ in the attribute values table.
Do not click on the Add button after you have added the last attribute, a
blank row will be inserted at the end of the list and when you click on the OK
button you will get an message dialogue ‘An attribute value cannot be
empty’

While working in the values area you can remove an attribute
value. Click on the grey square to the left of the value you want
to remove, an arrowhead is displayed and the value is
highlighted.

Click on the Remove button.
Assign Attributes to a Node
Generic properties can be associated with each document using
attributes. A document attribute can be given a specific value for each
document in a project. Attributes can be used to group documents
together. However, tests can be applied to attributes and this makes it
possible to specify the limits of an attribute. E.g. if you are
interviewing, you may have information about many attributes of a
respondent such as age, gender, occupation. If a document attribute for
age were used, it would be possible to limit a search to those documents
where the interviewees are in their 30s.
To assign attributes to a Node:

Click on the Nodes button in the Navigation View

Click on the Home tab, in the Items group, click on the
Properties icon and select Nodes Properties, alternatively,

Right-click on the Node and select Nodes Properties (the
Nodes Properties... dialogue box appears)
Page 34

Click on the Attribute Values tab to define the values, click on
the arrowhead to the right of each Value, and select the value
from the drop-down list

The Find tool
The Find tool is specifically for finding project items such as
documents, nodes, audios, videos, pictures, datasets, externals and
memos, rather than project contents. The Find bar is located at the top
of the List View and consists of three search options: Basic,
Intermediate and Advanced.
Click on the arrowhead
to select a location to
search
The Basic find text
box, enter the item
you want to fine
Perform the
search
Remove previous
search
Displays the Intermediate
and Advanced find
dialogue box
Hide the Find bar and to
show it, click on the
Explore tab in the
Using Basic Find
To perform a basic search:

Click into the Basic find text box and type the project item you
want to find
Page 35

Click on the arrowhead to the right of Search In and select a
location

Click on Find Now to find the item
Using Intermediate Find
You can find a list of project items based on specific criteria such as:



Look for Documents created within the last 7 days.
Find Documents coded by specific nodes such as Role Models
and Supervisors.
Find all cases where the age is equal to 49.
To perform an Intermediate search:

Click on Advanced Find at the right of the Find bar at the top of
the List View, alternatively, click on the Explore tab in the Find
group and click on the Advanced Find icon
Advanced Find dialogue box appears)
(the
Page 36

By default, the Intermediate tab is selected. Click on the
arrowhead to the right of the Look for: text box and select the
required option

Select the check box on the left of any one of the options you
want to use

Click on the Find Now button to run the search

The Intermediate tab section above is set up to search for
Nodes that are Created and Modified Anytime, by Any User.
That code – Selected Items (specific documents are selected).

Click on the Find Now button to display the results in Detailed
View.
Using Advanced Find
The advanced find is useful for complex searches. You can set up as
many criteria as you want.
To perform an advanced search:

Follow the instructions above to display the Advanced Find
dialogue box. Click on the Advanced tab

At the bottom of the Advanced Find dialogue box.
Under the Define more criteria:, click on the arrowhead under
Interaction select an item from the list, under Option select
Coded At, under Value select Selected items. (The Select
Project Items dialogue box appears:)

Select the required Nodes and click OK to return to the
Advanced Find dialogue box.

Click on the Add to List button to add the selected criteria into
the Find items that match all these criteria: text box.

Click the Find Now button to display the find results.
Page 37
Converting Projects from earlier versions of
NVivo
Projects can be opened and converted to NVivo 9 from various earlier
versions of NVivo.
To convert a project from an earlier NVivo version
to NVivo 9:

Open the project by doing one of the following:

Start NVivo to display the NVivo Welcome screen, click on the
Open Project button, (the Open Project dialogue box appears).
Locate the folder that contains the project you want to convert

Click on the Open button, the Convert Project dialogue box
appears:

Click on the Browse… button, the Convert Project dialogue box
appears, enter a filename for the converted project.

Click on the Convert button to convert the project.
Page 38

Nvivo 9 - An Introduction (PDF - 1.5MB)

Transcription

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