NVIVO 9 - Part 1

Managing, organising &

coding qualitative data
Patsy Clarke,
p.clarke@oxfordbrookes.net
NVIVO trainer Ed. developer - Researcher

March 2011

Todays course outline

o Part 1
Introductions
The qualitative research context
How NVIVO can help
Overview of NVIVO 9
Interface & terminology
Show and tell
Module 1: Getting started with organising project
and data
Module 2: Getting Data with coding activities
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Follow up courses
o Part 2
Module 3: Analysis activities linking, searching
Module 4: Reporting activities modelling,
charting & visualising; extracting information

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Qualitative research context

Beyond binaries
Creative/
Interpretive

Social
constructivist

Realist/
positivist

(Ellingson, 2008:7)
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Qualitative approaches
o Increasingly diverse and fragmented (Creswell,
2007:4)

Narrative research/ biographical studies

Phenomenology
Grounded Theory
Ethnography
Framework analysis
Case study
Mixed methods
Crystallization (Ellison, 2008)
Creative analytic practices (Richardson, 2000)

o Processes in the field e.g.

Participant observation
Participatory action research
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Questions
Approach

Type of question

About meaning (e.g. What is the meaning of.?) and

Phenomenology
about the core or essence of phenomena or experiences
Observational questions (e.g. What are the behavioural
patterns of ..?) and descriptive questions about values,
beliefs, and practices of a cultural group (What is going
on here?)

Ethnography

Process questions about changing experience over time Grounded

or its stages and phases (e.g. What is the process of
theory
becoming..?) or understanding questions (e.g. what are
the dimensions of this experience..?)
Questions directly asserted in applied or policy research,
where specific information is needed from the data. The
methods will be less inductive, more deductive.

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Framework
analysis
6

Lyn Richards, 2006

Data generation
Triangulation /Crystallization:
o Of methods, analysis, settings, perspectives/ researchers /
data
Interviews with individuals
Focus groups
Narratives
Conversations
Observations
Video/audio-tapes/ photographs /maps /models
/artifacts
Archived material and records; diaries, letters, policy
documents, minutes
Reflective journals
Field notes, memos and .

Layered texts
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Writings

JOURNAL ENTRIES

MEMOS
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Literature reviews
Text file formats:
.txt
.doc
.docx
.rtf
.pdf

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Images
.bmp .gif .jpeg .tif .tiff

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Audio and video files

Video formats
.mpg
.mpeg
.mpe
.wmv
.avi
.mov
.qt
.mp4

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Audio formats:
.mp3
.wma
.wav

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Dataset files
o Microsoft Excel spreadsheets:
.xl; .xlsx

o Access database tables:

.mdb
accdb

o Text delimited files and ODBC

database tables or views.
o Import EndNote, Zotero or RefWorks.
Also export bibliographic references
into those applications.
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What to do with the data

o Manage, store, access and keep track
o To and fro between closeness and
distance
o Make sense
o Reflect on
o Visualise it

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 with the analysis?

o Generate or confirm theories
o Query/look for themes/patterns
o Bring in the context
o Manage complexity
o Deal with diversity
o Test hunches and get evidence

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with the results?

o Go beyond description
o Rigorously illustrate/ explain /justify
claims, options; visualise them
o Fulfill ethical, confidentiality and
anonymity principles
o Present a trail of evidence and tell the
story
o Meet the deadline (within budget)
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Research essentials
o The key tools?
YOU/ YOUR good thinking and reflection
Collaboration
Ethics
Effective planning/organising/checking
Keep a journal
Plan and implement back-ups
More good thinking and reflection

o The key question? So what?

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Technology layer
Project
requirements?
World view
Paradigm
Theory
Ethics

Project
design?

Relationship
Access
Feedback
Follow up

Technology
requirements?

Computerbased data
analysis/
management

Who?
Collect
Store
Analyse

Data?

Input
Access
Store/secure
Update
Maintain

Analysis techniques
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Computer?

Access
Literacy
Back-ups

Software? Access

Familiarity
Maintenance
Legality

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How NVIVO 9 can help

Part 1 of the course:
1. Store, manage ,link documents and ideas
within an NVIVO software project
2. Code documents at nodes and code
on/refine your coding
3. Memo your ideas about the data/documents
4. Move between the nodes and the document
detail
5. Shape the project with classifications to
assign e.g. demographic categories;
6. Tree node structures to reflect your project
design
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How NVIVO 9 can help

Part 2 of the course:
7. More linking
8. Search and scope to ask questions and develop
and test ideas & theories
9. Model, chart and visualise to display ideas, findings
etc
10. Reports extraction for inclusion in written work
.

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Earlier version NVIVO projects

o NVIVO projects from earlier versions
can be opened in NVIVO version 9.
o The project will be converted to a new
version 9 project without overwriting
the original project.
o (There is no backwards compatibility or
conversion)

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NVIVO 9 Interface

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Welcome screen
Create New/Open Project
*

P
R
O
J
E
C
T
(S)

(* Descriptions contribute to the audit trail)

Name the project - description optional - optional log /record of work on project.
(By default projects are saved in the My Documents folder. Click on Browse to save to a
different location
Module 1
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Password protection

File > Info > Project Properties/ Passwords tab >

(enter password) > Apply > OK
Module 1

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Ribbon interface
o The ribbon replaces menus and toolbars of earlier
versions.

o Options are arranged in clusters from:

File Home Create External data Analyze
Explore Layout View plus some other options
in specific contexts
o A customisable quick access toolbar
provides quick access to save, edit and undo
commands
o However, a right mouse click will usually display a
context menu that provides access to the required
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action
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Workspace views

L
I
S
T

N
A
V
I
G
A
T
I
O
N

Status
bar

D
E
T
A
I
L
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Sources

o Sources=the project items that are your research materials

o Internals are imported or created in your NVIVO project
o Externals represent data you dont of cant import
o Memos for your writing about your data and analysis process
o You can create sub-folders to suit your project purposes to help
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organise your sources
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Classifications & attributes

o Classifications provide a way to record descriptive information
about the sources and nodes in your project:
o Source classifications are related to predefined characteristics
e.g. bibliographic categories
o Node classifications are for e.g. socio-demographic
characteristics e.g. gender, education levels, region etc

Module 1

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Classification sheet

Classification sheets enable you to see all the items assigned

to a particular classification and see the attribute values for
each item.
You can also import the information from structured text files
or spreadsheets
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Nodes
o Nodes provide the places/containers to
store data about the ideas/themes from
your analysis
o Manual methods included cutting up
multiple (photo)-copies of selected text and
filing them according to the categories/
ideas/ themes or using highlighters
o In NVIVO gather the data segments
(text/images/audio/video) by coding;
references to them are stored in a node.
o A piece of data can be coded in many
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nodes

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Nodes

Module 2

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Collections/links

o Annotations: For footnotes or margin scribbles on selected

content in a source/ node
o Memos: e.g. comments/reflections on an entire document/
node
o See Also links: reminders of connections between project
items
o Hyperlinks to files or web sites external to the NVIVO project
o Sets enable collections of any items in your NVIVO project

Module 2

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Search options
o Look for (Find) - simple and advanced
search for NVIVO project items
o Queries - simple and advanced search for
actual content within the NVIVO project
e.g.

Word frequency
Text search
Coding search
Matrix search
Compound
Group

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Modelling

Environmental
change
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Visualisations

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NVIVO 9 sample data

o Environmental Change Down East
2008-2009 study
Duke University Marine Lab, Beaufort N.C.
Extracted from interviews of community
perceptions of development and land use
change on coastal communities in Down East
area of Carteret County, North Carolina, USA
(Survey data fabricated but based on actual
survey responses)
Sample data includes text, images, audio, video,
survey data, lit reviews and newspaper articles
etc
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Getting started
& organising data

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Module 1 : Data preparation

1.
2.
3.
4.
5.
6.
7.
8.

View extracts from the sample data

Create your NVIVO project
Create new folders for various source /node types
Create a new document as a coding journal
Import interviews
Auto-code text interview topics at nodes
Review auto-coding at nodes
Import classification sheet of socio-demographics
into NVIVO
9. Look at Attributes & Values in Classifications

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Activity 1: Create your NVIVO project

1.
2.

After we have viewed the data material:

Open NVIVO in your computer

From Programs > QSR > NVIVO 9

OR
Double-click the NVIVO logo on the desktop

It is a large program so takes a while to open and

looks as though nothing is happening on screen
so:

2.

Be patient.

Click on New Project > Name your project e.g.

Environmental change > Click OK

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Activity 2: Create folders for sources

1.
2.

In the Navigation View >Sources > Internals

Right mouse click on the folder Internals > create a new
Folder called Interviews > Click OK
3.
Right mouse click on the folder Internals> Create a new
folder called Survey data> Click OK
4.
Right mouse click on the folder Internals> Create a new
folder called Area info > Click OK
You may want to create folders for other types of documents
e.g. your proposal, your journals, your literature review, etc.

Module 1

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Activity 3: Create a new document

1.
2.
3.
4.
5.
6.

In the Navigation view >Sources > Memos

Right click on Memos, create a New folder >Journals
Select the Journals folder
Bring your cursor to the List view on the right of the screen
Right click in an empty space New Memo
Enter a name for the document e.g. Coding Journal and
(optional) description
> Click OK

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Activity 3 (continued)
For memo entries and in any other documents that record
your ideas as you progress with analysis, you can use the
keystroke short cut Ctrl-shift-T to automatically enter the
current date and time

Close the document when you have completed your entry

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Activity 4: Import interview/s into NVIVO

1.
2.
3.
4.
5.
6.

In the Navigation view > Sources > Internals

Select the folder Interviews
Bring your cursor to the List view on the right of the screen
Right click in a white empty space > Import internals >
Import Documents. Browse and select the interview
documents > OK
The import is completed though with single imports you
might be presented with the option to add a new
description
Documents are by default read only , hence the Click to
Edit near the top of each document.

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Activity 5: Auto code interview topics

1.
2.
3.
4.
5.
6.
7.

Use the styled headings to auto code the interviews by each

question topic. (or identified sections/ or by speaker) In these
interviews all questions were in Heading 1 style.
In the Interview folder, List view, select all the interviews
Right click on the resulting shaded selection.
Select Auto Code from the context menu that displays
Click on Heading 1 and click the arrow which results in it moving
from the Available paragraph style field to Selected paragraph
style field.
In the Under field scroll to New Node
Type the new node name e.g. Interview questions
Click OK

Module 1

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Activity 6: Review the autoauto-coding

1.
2.

3.
4.

In Navigation View > Nodes

Expand from the plus (+) symbol next to Interview
questions to see the child nodes (for subquestions) that were created.
Child nodes contain all data for each subquestion.
Double click on one of the child nodes to open
the coded content in the Detail View
This auto-coded data enables coding on by
question or sections rather than document by
document.

Module 1

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7. Import pictures/images
o Import to the Area folder and from
Pictures the file entitled:
Competing water uses--commercial
fishing, recreational fishing, development

Image

Image log for notes , ideas and

comments about the image click
to edit to access this.

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Add content to an image log

o Open picture in Detail view > Click to Edit >
click in row of Content column > enter text
o Add content to part(s) of an image:
1. Select one region at a time in the image >
Dotted box appears in the region > Add text as
in previous step
2. Right-click on the row number > select >Assign
Region to Rows > Region co-ordinates display in
the Region column > Click outside the picture to
clear the selection
3. Click the numbered column to see the image
region
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Row assigned to image part

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8. Import video
o From Interviews List view, right-click then select
Import video ken.wmv. Then Click to edit to see
the video and available transcription fields
o See Appendix on details about working with video
(audio works the same)

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Video continued
o The key controls for playing or transcribing the video
material are:

o In addition to Play/Pause/Stop there is the Speed

(faster or slower) option and the Volume option
o The Play Modes are Normal play, Synchronise mode
and Transcribe mode
o You can import transcripts that synchronise with the
video
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9. Import spreadsheet data

In Navigation view >Internals > Survey folder> Right click in List view.
Import Internals > Import dataset
Browse and locate in the Datasets folder the file Survey data.xls
Click Next
There are two worksheets. Select survey data
Click Next
(Accept defaults unless you want to change any date formats etc)
Click Next
Decide which/all columns to import.
The default is that each column will be a classification (category)
Select the (5) columns that have codable (open-ended) text
and select Codable Field for them.
(Starting with the Natural environment column)
Click Next
Click Finish
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Some approaches to
Tree node structures

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ThemeTheme-based approach
o e.g.
Environmental
Change Down
East - Sample
Project

Module 2

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Narrative

Creswell, J.W. (2007) Qualitative Inquiry and research design choosing among five approaches (2nd edition).
Thousand Oaks. CA :Sage. Page 170

Module 2

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Phenomenology

Creswell, J.W. (2007) Qualitative Inquiry and research design choosing among five approaches (2nd edition).
Thousand Oaks. CA :Sage. Page 170

Module 2

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Grounded theory

Creswell, J.W. (2007) Qualitative Inquiry and research design choosing among five approaches (2nd edition).
Thousand Oaks. CA :Sage. Page 171

Module 2

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Ethnography

Creswell, J.W. (2007) Qualitative Inquiry and research design choosing among five approaches (2nd edition).
Thousand Oaks. CA :Sage. Page 171

Module 2

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Case study (collective)

Creswell, J.W. (2007) Qualitative Inquiry and research design choosing among five approaches (2nd edition).
Thousand Oaks. CA :Sage. Page 172
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Module 2 Data coding activities

1. Create nodes
2. Code data at nodes drag & drop
method
3. Views of your coding
4. Code data at nodes right click menu
method
5. Create node up from the data In Vivo
method
6. - 8. Create linked memos and
annotations.
Module 2

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Activity 1 Create nodes

o
o
o
o
o
o

From Navigation view select Nodes

In the List view scroll to an empty white space
Right click
From the context menu select New Node
Name the node e.g. fishing (optional description)
Repeat to create a node community

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Activity 2: Code at nodes drag & drop

:
1. Open a Source doc e.g. Charles (interview) which opens in the Detail view
2. From the Navigation view, select Nodes, - this will list the Free nodes in the List
view
3. If it is easier to drag from side to side then
from View menu: select Detail View then
select Right - this will move the course
document from the bottom of the screen
to the right of the screen.
4. Select required text pieces in the Source document and then with your mouse
drag and drop the selections to the required Node (which will highlight in
blue with a small arrow indicating when you can 'drop')
5. The selected text pieces are now coded at the node you dragged it to

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Activity 2 - continued
To check your coding:
6. Double click on the Node Fishing to open
it in the Detail View.
7. You can see the text you have coded
there.

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Activity 3: View your coding

When you look at the content of a source or Node in the Detail
View, you can use highlights and Coding Stripes to examine your
coding.
Using Coding Stripes
1.
With Charles open in Detail View, From View menu set
Coding Stripes to Show nodes most coding item.
2.
This should open the Coding Stripes window.
3.
Double click on any coding stripe to see all text coded at
that node.
4.
Hover the cursor over the grey/black Coding Density stripe
to see all the node names at which that piece of text is
coded.
5.
Right click on a stripe and select Highlight Coding to
highlight text coded at that node.
6.
To see coding for particular nodes only, reset the Coding
Stripes button to Selected Items.
7.
Select the relevant nodes from the Select Project Items popup.
Module 2

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Views of coding examples

Document with
stripes showing
coding at nodes

Context of
document
showing the
coding at
Community
node shaded

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Activity 4: Code data with

nodes
nodes--right
right--click menu*
To code with the right-click-menu
1.
Highlight some other text in Charles that could be coded as
Fishing.
2.
Right click > Code > Code selection at Existing Node.
3.
In the Select Project Items box, make sure Nodes is selected
> tick the Fishing node.
4.
Click OK.

*Useful for double or multiple coding

Module 2

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Activity 5: Code In Vivo up from the data

Using the right click and In Vivo coding (or from the
coding bar the In Vivo icon)
1. Use this method to create nodes using terms from
the data.
2. It creates a node with the name the same as the
selected text.
3. In Charles ,select quality of life in question 3
4. On the Coding bar, click on the Code In Vivo icon

5.

(Short cut: Ctrl-F8)

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Coding other formats

o Section of images can be selected
and coded or code from the text
about the image or parts of an image
o Audio and video can be coded from
transcripts or directly from the audioor video- timeline
o Survey responses that are imported as
codable can be coded.
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A tip about quotes

o Have a node for quotes you want to
include in your report
o Code the quotes node according to
topics as well as to the quotes node
o Can also jump to context from each
quote when you need to
o Run coding query search for quotes of
each specific topic required
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6. Classifications
o Your sources/nodes may share common
characteristics that can help you organise and analysis
e.g.
Source classifications may include
Interviews, focus groups, journal articles etc
Node classification my include
persons
organisations
Classifications my have particular attributes e.g.
Interview: interviewer, year
Person: age, education, gender
Attributes may have values e.g.
female, male

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7a. Source classifications

o In Navigation view select Classification> Source
classification
o In List view> right click >New classification
There are pre-defined source classification but select
Create new classification e.g. >Video interview etc. > OK

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Create attributes for it

o Right click on Video interview
o New attribute> name it Interviewer
o From Values tab > Add (names)> e.g.
Carla; then Add Henry >OK

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Classify a source
o In Navigation view > Sources > Internals >Interviews
o Right click on Ken > select Video properties
o From the Attribute value tab for Classification field
with arrow select video interview
o Attribute values Tab > for Classification field select
Interviewer ; then for Interviewer > Henry

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7b: Node classifications

o E.g. characteristics of persons or
organisations
o In Nodes, create a folder for People
and Places then
o Create a node for each person
Sources >Internals > Interviews
Select all the sources > right click > Create
As > Create as Nodes
Select People and Places from the popup
> OK
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Import prepared sheet

o Import prepared classification sheet that indicates
the Person classification and the names of the
people in the first column and the attribute values
by rows
o External data on the ribbon > Classification sheets >
wizard > select file Interview Participants_Classification
Sheet.xlsx from Other folder > Open > Next
o For Classification type select Node classification >
tick 3 boxes >Next
o Select As names; for Location select People and
Places> Next >Next > Finish

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Output
The classification (spread)-sheet has distributed the attribute values
to all the Persons in the data

This will enable searches to be filtered by these values

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Add attributes manually

1.
2.
3.
4.
5.
6.

You can create new attribute values from within NVIVO

e.g. current marital status
From Classifications in the Navigation view select Node
classifications > right click on Persons > New attribute
For Name type Marital status
From Values tab add each required value >OK
The new attribute has been added as a new column in
the classification sheet
For each person (row), select the required value from
the down arrow

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Activity 8: Create memos

Write a memo about a source of a node or your coding at a
node
1.
E.g. Write a memo about what you learnt from the interview
with Charles.
To do this:
2.
In the List view right click on that interviews name(Charles).
3.
Select Memo link to Link to New Memo. Name the
memo and in the open blank memo, if you Ctrl-Shift-T it
adds the date and time each time you write for audit trail
purpose. Then write some text.
4.
The memo is linked to the source and is stored in:
Sources> Memos.
[Alternate method: from within the open source right click
then Links > Memo link > Link to new memo]
5.
Memos can record process, insights and help inform your
writing about your research.
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Activity 9: Create annotations

Write an annotation as a (foot)-note/ reminder
1.
The pale blue highlight text indicates annotations
footnotes/margin scribbles which are stored separately
2.
To Read annotations: with document open , go to View >
Annotation and tick then the annotation field opens at the
bottom of the Detail view. Highlight the blue text to see the
specific annotation. If there is more than one or the
annotation number in the field.
3.
To write an annotation: In Charles > highlight some text >
Right click > Links > Annotation > New Annotation.
4.
An annotation field will open at the bottom of the
document. Write a note there. *

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Activity 10 Linking to external file

1.

2.
3.
4.
5.

Create an External
i.e. a document/source within the NVIVO project for
your ideas about e.g. external files, webpages,
PowerPoint slides, or books, etc. with LINKS to them
where available.
Sources > External > List view > right-click > New
external >General tab > Name it News today
External tab > Type > Web link> URL path > Enter
http://www.oxfordtimes.co.uk > click OK
Blank External opens for your notes (or List view >
right-click on name > Open External)
To open linked web page: In List view > right-click on
name > Open External File

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What have we learnt?

So far we have learnt how to:
1. Import or create documents
2. Auto-code nodes based on structured
data collection
3. Work with classifications
4. Set up coding structures relevant to
research designs
5. Code data at nodes using various
methods
6. Use visual aids to examine your coding
7. Create memos and annotations.
8. Create externals linked to e.g. external files
or websites
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Useful tips and hints

o When first you load NVIVO a user profile pop-up requires your name
and initials for team work this can identify each members work in
merged projects. (This can also be set from File/Options / General
Tab (Prompt for user on launch)
o By default NVIVO projects are saved in My Documents in a file with
the project name you provided and the file extension .nvp
o Do not work directly off a flash memory stick be careful on network
drives. You can use memory sticks to move data from one computer
to another.
o When first you create your NVIVO project create a new document as
a Coding Journal to make notes about your coding activities and
your growing and changing ideas. Ctrl-Shift-T will put in the date and
time automatically each time you begin a journal or memo entry.
o Add the days date to your (short) project name each time you
make a (regular) back-up. Copy/ back up to different
location/media.
o Make use of Help and the online animated tutorials that are added
to from time to time.
o If you are working in a team to code the same data you can merge
(import) the separate NVIVO projects by importing them all into one
of them and renaming the project
(N.B make sure that any common source or node names are
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identical.
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Paper
Paper--based tree node structure
Example of tree node structure
This structure can
add to the coding
load and also requires
two new nodes to be
created each time a
new topic arises

Positive comments about tourism

Negative comments about tourism
Positive comments about real estate development

Negative comments about real estate development

See the next slide for

a software-based
option.

Positive comments about another issue

Keep adding a positive and negative node for each

new issue
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Software Tree node structure

Example of tree node structure
This structure can lightens
the load as follows:
1.

2.

3.

Double coding is quick (e.g.

code a piece of text at the
node positive comments
AND at comments about
tourism).
Do this with the right click
and code from the menu
option (Module 2, slide 59).
Then to obtain the specific
e.g. positive comments about
a topic you can do a CODING
QUERY Positive AND
Comments about. Then
save the results as a new
node.
This method also requires
that you simply create only
ONE node - not 2 each time
a new topic arises that has
positive and negative
comments.
Broad-brush is quicker to do

Text which is a positive

comment about tourism gets
double coded - at Positive
comments AND at Comments
about tourism

Negative comments

Positive comments

Comments about tourism

Comments about real estate development

Comments about. Etc.

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Appendix 1: Videos in NVIVO

o Transcripts are optional as you can
code direct from the timeline
o If you do transcribe the optional ways
to transcribe are:
Within NVIVO
In Transcribe play mode
In Normal play mode using the Start Finish
selection tool

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Short cut keys for transcription

F7

Play/Pause

F8

Stop (AND creates a new row)

F9

Go Back 10 seconds

NVIVO creates timestamps automatically

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Transcribe mode
To help you transcribe you can set
the play speed to slow.
From the Media menu > click Play Speed.
- You can also use the play speed slider at
any time to change the speed -

* In the activity that follows you may like to

use the short cut keys see previous slide instead of the Play, Skip and Stop options
on the media toolbar
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Transcribe(cont.)
1.
2.
3.
4.
5.
6.
7.
8.

On the Media menu > click Play Mode > select

Transcribe
On the Media toolbar, click the Play button
A transcript entry is added with the starting time in
the Timespan field.
Enter the required content. You can pause or skip
back in 10 second intervals (this default time can be
changed to e.g. a shorter time interval)
Press the Stop button when you have completed the
entry. The end time is added to the Timespan field.
Although the new row appears on top of the row
you just transcribed, the order will be corrected as
you proceed.
Continue until you have transcribed the required
content.
Turn-off transcribe mode > on the Media menu, click
Play Mode > Normal.
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Importing transcripts
o Transcripts can be prepared in Word or
Excel and imported in .doc, .docx, or .txt
and some .pdf formats
o Transcripts can be prepared with or without
timestamps.
o Timestamp format is: hh:mm:ss e.g.
2:36.4 =2 minutes 36.4 seconds
o For optional formats type 'Importing
transcripts in the NVIVO Help Search field
o One transcript import option will be
practiced here with a table format transcript
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43

Table format transcript

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Import transcript for video

o Open the video or audio source that you want to
import the transcript entries into.
o Make sure you are in edit mode (Click to Edit).
o On the External Data tab, in the Import group, click
Rows.

o The Import Transcript Entries dialog box opens.

o In the Import from filed, click the Browse button.
Locate and select the file containing the transcript
entries, and then click Open.
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44

Import transcript (cont.)

o Complete the fields to agree with the

table format transcript as show here 90
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More on video files

o Coding from transcripts or directly
from the time-line is possible
o Annotations, memos and auto-coding
(e.g. by speakers name) can all be
carried out on the video (and
audio)sources as was done for text
data
o Audios and videos can be included in
models
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Export (coded) video

1. List view > right-click on filename >
Export > select options
2. Creates a web page with the
working video, transcript and any
other options selected
3. To share the webpage check that
you have the file name (ken.htm)
AND the folder with the name
Ken_files
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Other features
o Annotations, memos and auto-coding
(e.g. in the focus group by speakers
name) can all be carried out on the
different format sources as was done
for text data
o Audios and videos can be included in
models

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Export coded video

1. List view > right-click on filename >
Export > select options
2. Creates a web page with the
working video, transcript and any
other options selected
3. To share or copy the output to
another context ensure you take the
*.htm file as well as the folder that
refers to the same file name
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Appendix 2

Managing your NVIVO

project

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NVIVO project properties

o From the File/ Info menu access the
Project Properties

o As well as access
to the Project
Event Log if you have selected it

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Media location options

o Project properties include the Audio/Video location
options

o By default media under 20Mb is embedded

within the NVIVO project
o It is recommended that you deselect this option
and keep audio and video media NONembedded so as not to slow down the
application.
Remember to back up and move the media with
your NVIVO project
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Name change options

o An NVIVO project has an external file
name and an internal title/name
o To get the names to be the same:
o Internal name can be changed from
File/Info/Project options

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More project functions

o From the File/Manage menu
there is a Copy
Project option
and Compact
and Repair option

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Performance options
o In theory NVIVO can handle projects up to 4Gb in
size
o The File/Options menu includes access to an option
to Optimize performance of stand alone project.
The default is for project size Small.
Select Large if your project has more than 500
sources.
o (The above features also depend on the capacity
of your computer).
---------------------------------------------------------------------o Time duration between Saves and other
notifications are also accessed from the
File/Options menu
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NVIVO 9 help resources

o Help from the help within NVIVO 9
o Downloadable Getting started at:

http://download.qsrinternational.com/Document/NVivo9/NVivo9-Getting-Started-Guide.pdf

o Animated tutorials plus free Web-based

Help Forum and FAQ linked to
http://www.qsrinternational.com
o Compare NVIVO 8 and NVIVO 9:

http://www.qsrinternational.com/FileResourceHandler.ashx/RelatedDocuments/Do
cumentFile/712/Differences-NVivo8-NVivo9.pdf

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References
o Creswell, J.W. (2007) Qualitative Inquiry and
research design choosing among five
approaches (2nd edition). Thousand Oaks:
Sage.
o Ellingson, L.L (2009). Engaging crystallization
in qualitative research. Thousand Oaks:
Sage.
o Richardson, L. (2000). Writing: A method of
Inquiry. In N.K Denzin & Y.S Lincoln (Ed.)
Handbook of qualitative research. (2nd ed.)
Thousand Oaks: Sage.
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Useful books
o Bazeley, Pat (2007). Qualitative data analysis with
NVIVO. Second Edition. Sage.
(Practical approach with numerous load lightening
tips)
o Di Gregorio, S and Davidson, J. (2008) Qualitative
Research Design for Software Users. Open University
Press
o Lewins, Ann & Silver, Christina (2007). Using software
in qualitative research: a step-by-step guide. Sage.
(Guidance on using Atlas.ti 5, MAXqda 2 and
NVIVO 7)
o Richards, Lyn (2009). Handling qualitative data: a
practical guide. Sage. (2nd edition)
(Useful data-centric approach to qualitative
methods)
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