NVivo Software

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NVivo Software A Qualitative Research And Data
Analysis Tool New User Tutorial
Created Through a CMU Faculty Insight Team Grant
by Joanne Hopper Bradley van Eeden-Moorefield
Sarah Marshall Chris Latty Michael Lorenzen
Timothy Otteman
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What is NVivo? NVivo is a powerful software
tool created by QSR International to assist
qualitative researchers with coding data, making
sense of information, identifying and exploring
theories, and creating visual representations of
findings. Why NVivo? No other software
created to date has the flexible, comprehensive
features qualitative researches need to
efficiently and comprehensively analyze data.
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How do I use NVivo? Several resources exist to
help you use NVivo software, including on-line
support, embedded instructions and help features.
This tutorial guides you through Simple NVivo
applications such as creating documents,
importing documents, creating nodes, coding into
nodes, running basic queries, identifying
attributes Advanced NVivo applications such as
auto coding and creating models and
Definitions important to effectively use
NVivo.
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NVivo Definitions
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Node A node is used to identify a theme,
characteristic, or idea. Nodes link to the text.
There are two kinds of nodes, Free and Tree
Free nodes Have no relationships. They
represent big ideas, and may be
used initially to begin sorting
information.Tree nodes Are hierarchical and
related in some identifiable manner.
Tree nodes can be Parent or Child.

ParentChild
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Casebook A casebook is a table that holds
quantitative data used to assign attributes. 1.
To open a casebook, click on Tools. 2. Click
on Casebook. 3. Select Open Casebook.
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Set Sets are temporary folders or shortcuts to
share work or group files. To create 1. Click
the Sets folder. 2. On the Project menu, click
New Set. The New Set dialog box is displayed. 3.
Enter a name for the set in the Name field. Add
Description and click OK.
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Simple NVivo Applications
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• Creating a New Document
• 1. Find the tools to create a new document
  located under Sources.
• Create a document for any source of information.
  Identify each as one voice.
• Right click below list. In dropdown, select New
  Document.
• In New Document popup, add Name and Description.
  Click OK to save.
• New document will appear.

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Importing documents The importing feature is used
to import any documents. 1. In Sources, click on
Documents to reveal list. 2. In white space
below document list, right click to reveal
dropdown menu. 3. Select Import Documents from
dropdown menu. 4. In Import Documents popup,
select path with Browse function. Click OK.
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• Creating a Free NodeA node is a function used to
  identify a theme, characteristic, or idea.
• To create a free node, click on Nodes.
• Click on Free Nodes.
• In white space, right click to reveal drop down
  menu.
• Click on New Free Node. A new menu box will
  appear.
• In the menu box, add node Name, Description, and
  click OK.

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• Creating a Tree Node
• Tree nodes are organized in hierarchical
  structure from general to specific.
• To create a Tree Node, click on Nodes and then
  Tree Nodes.
• Right click in white space. In dropdown menu,
  select New Tree Node.
• In popup menu, add title in Name space. Add
  Description. Click OK.

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Find Sources/Nodes This feature is used to find
sources/projects by key words in the name. 1.
In Sources menu, identify the Look For bar in the
toolbar.2. Enter the item name or key word in
the Look For field. 3. Identify the source or
folder in the Search In drop down box. 4. Click
Find Now to run the search.

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Adding a New Parent Code While Coding This is
used to label passages with coding for New,
Current or Existing Nodes. 1. In Sources,
Documents, select target document to code. 2.
Highlight the target passage you wish to code.
Right click to reveal dropdown.3. Select Code in
the dropdown box.4. Select your choice of
Existing Nodes, New Node, or Current Node.

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Adding a New Child Node While Coding in Tree
Nodes 1. To add a new child node, select Nodes
menu, then Tree Nodes. 2. In the Tree Nodes list,
right click on the desired parent node. 3. Select
New Tree Node. A descriptor box will appear. 4.
In descriptor box add the Name of new node and
Description. Click OK.

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Advanced NVivo Applications
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Auto Coding 1. From Sources select Documents. 2.
Select Code from toolbar. Then in dropdown,
select Autocode. 3. Choose level of Heading.
Then select Existing Node or Create New Node. 4.
Choose Select. In Select Project Item popup,
Select item from nickname. 5. Click OK and
return text. Highlight text to be coded.
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Exporting Codes 1. In Nodes menu, open Tree
Nodes. In white space at bottom, right click. 2.
Select Export from popup, and select Export
List. 3. Name and save as an Excel file. (Nodes
will be converted to Excel.)
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Text Searches or Queries This feature is used
when searching for a word or phrase.1. Click on
Queries. Right click on the white space. 2.
Select New Query and Text Search. 3. Select Query
Options tab.4. Select Spread to Surrounding
Paragraphs in dropdown.
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Text Searches or Queries (Continued) Continue the
text search by following these steps 1. Select
Add to Project to save the query. 2. Enter query
name in the Name box, and add a Description. 3.
Select Text Search Criteria tab. At popup, enter
desired search text in Search For. Select
Run.
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Results of Text Search
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Attributes 1. In Navigation view, click the
Classifications button. 2. The Attributes folder
will appear. Click Attributes to reveal list. 3.
Click the New button. In the dropdown menu,
select Attribute in this Folder. 4. In the New
Attribute popup, enter Name, Description, and
click OK.
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Connect Attributes to Documents in a Casebook 1.
Open the target Casebook by selecting Tools,
Casebook, Open Casebook. 2. In main toolbar,
click New and select Attribute.3. In New
Attribute popup, Name attribute, add Description
and click OK.
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Creating Literature Reviews in NVivo 1. Save
article as HTML. Paste into a Word document for
transfer into NVivo. 2. Import document as with
any import. 3. Document can then be coded.
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Creating Models and Illustrating Relationships
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Creating a Program-Generated Model 1. Select
Models menu. 2. Right click in white space under
Models and select New Model in popup box. 3. In
popup, add desired Name. Add Description and
click OK.
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Adding Project Items to Program-Generated
Model 1. Select Models.2. Right click in white
space under Models. Select Add Project Items in
popup. 3. In Select Project Items, click on items
you want represented in the model. 4. Click OK.
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Example of Program-Generated Model
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Creating A New Self-Generated Model 1. Select
Models.2. Right click in white space and select
New Model from popup. 3. Name the new model in
popup. Add a Description. Then click OK.
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Creating A New Self-Generated Model
(Continued) 1. Drag and click desired shapes. 2.
Right click on shape to select Shape/Connector
Properties. 3. Format (fill, lines, font to
change color, etc). Click OK.
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Opening and Enlarging Models 1. Click on Models.
Double click on target model. 2. Enlarge by
selecting View and Zoom. 3. In Zoom popup,
choose Magnification size. Click OK.
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Enlarged Model Shown at 150
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Naming Shapes 1. Right click on shape to be
named. 2. In dropdown, select Shape/connector
properties. 3. In Shape Properties popup, add
Name and Description. Click OK.
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Connecting shapes 1. Click on the first shape.
Hold Control button and click on other
shape(s). 2. Right click and select New
Connector. Select preferred directional
connector. 3. To reverse direction of connector,
right click on it. Select Reverse Direction.
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Adding Name to Connector 1. Right click on
connector. Select Shape/Connector Properties
from popup. 2. Enter Name and Description in
Connector Properties box. Click OK.
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Modifying Layout 1. To modify layout, right
click on grid space and select Layout from
dropdown. 2. Choose Layout style (directed,
circular, etc.). Click OK.
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Example of Modified Layout DirectedMinimum
connector length 10
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Exporting Models to Word 1. Right click in grid,
and choose Select All from dropdown. 2. Select
Control key and C to copy model. 3. Open a new
Microsoft Word document.4. Select Control key
and V to paste complete model into Word. Save.
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Example of Model Saved in Microsoft Word
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NVivo Support
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Embedded Support First line support - When in
doubt, right click. Many drop downs function
intuitively. Help function This is embedded in
the software and offers answers to many common
questions. Search tab Under this tab, you can
search for help on specific topics and functions.
NVivo User Forum Register free at
forums.qsrinternational.com - Many functions and
applications are discussed on-line in this
support forum.
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This NVivo software tool was developed through a
FIT grant from Central Michigan
University.November 2006