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NVIVO 9 - Part 1Managing, organising &coding qualitative data
NVIVO 9 - Part 1Managing, organising &coding qualitative data
Patsy Clarke,[email protected]
NVIVO trainer – Ed. developer - Researcher
March 2011
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Today’s course outlineToday’s course outlineo 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 projectand data
Module 2: Getting Data with coding activities
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Follow up coursesFollow 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 contextQualitative research context
Creative/Interpretive
Socialconstructivist
Realist/positivist
(Ellingson, 2008:7)
Beyond binariesBeyond binaries
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Qualitative approachesQualitative 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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QuestionsQuestions
Lyn Richards, 2006
Type of question Approach
About meaning (e.g. ‘What is the meaning of….?’) andabout the core or essence of phenomena or experiences
Phenomenology
Observational questions (e.g. ‘What are the behaviouralpatterns of ..?’) and descriptive questions about values,beliefs, and practices of a cultural group (‘What is goingon here?’)
Ethnography
Process questions about changing experience over timeor its stages and phases (e.g. ‘What is the process ofbecoming..?’) or understanding questions (e.g. ‘what arethe dimensions of this experience..?’)
Groundedtheory
Questions directly asserted in applied or policy research,where specific information is needed from the data. Themethods will be less inductive, more deductive.
Framework
analysis
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Data generationData 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, policydocuments, minutes
• Reflective journals
• Field notes, memos and …….
Layered texts
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WritingsWritings
JOURNAL ENTRIES
MEMOS8
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Literature reviewsLiterature reviews
Text file formats:
.txt
.doc
.docx
.rtf
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ImagesImages.bmp .gif .jpeg .tif .tiff
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Audio and video filesAudio and video files
Audio formats:.mp3.wma.wav
Video formats:
.mpg.mpeg.mpe.wmv.avi
.mov.qt
.mp4
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Dataset filesDataset files
o Microsoft Excel spreadsheets:
• .xl; .xlsx
o Access database tables:
• .mdb
• accdb
o Text delimited files and ODBCdatabase tables or views.
o Import EndNote, Zotero or RefWorks.Also export bibliographic referencesinto those applications.
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What to do with the dataWhat to do with the data
o Manage, store, access and keep track
o To and fro between closeness anddistance
o Make sense
o Reflect on
o Visualise it
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… with the analysis?… 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?… with the results?
o Go beyond description
o Rigorously illustrate/ explain /justifyclaims, options; visualise them
o Fulfill ethical, confidentiality andanonymity principles
o Present a trail of evidence and tell thestory
o Meet the deadline (within budget)
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Research essentialsResearch 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 layerTechnology layer
Projectrequirements?
Projectdesign?
Who?
Computer-based data
analysis/management
Data?
Analysis techniques
World viewParadigm
TheoryEthics
RelationshipAccess
FeedbackFollow up
InputAccess
Store/secureUpdate
Maintain
CollectStore
Analyse
Technologyrequirements?
Computer?
Software?
AccessLiteracy
Back-ups
AccessFamiliarity
MaintenanceLegality
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How NVIVO 9 can helpHow NVIVO 9 can help
Part 1 of the course:1.Store, manage ,link documents and ideas
within an NVIVO software project2.Code documents at nodes and ‘code
on’/refine your coding3.Memo your ideas about the data/documents4.Move between the nodes and the document
detail5. 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 helpHow NVIVO 9 can help
Part 2 of the course:7. More linking8. Search and scope to ask questions and develop
and test ideas & theories9. Model, chart and visualise to display ideas, findings
etc10. Reports extraction for inclusion in written work
.
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Earlier version NVIVO projectsEarlier version NVIVO projects
o NVIVO projects from earlier versionscan be opened in NVIVO version 9.
o The project will be converted to a newversion 9 project without overwritingthe original project.
o (There is no backwards compatibility orconversion)
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NVIVO 9NVIVO 9 InterfaceInterface
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WelcomeWelcome screenscreen
Create New/Open Project
*
PROJECT
(S)
Module 1
(* 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 adifferent location
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Password protectionPassword protection
•File > Info > Project Properties/ Passwords tab >(enter password) > Apply > OK
Module 1
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Ribbon interfaceRibbon interfaceo 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 optionsin specific contexts
o A customisable quick access toolbarprovides quick access to save, edit and undocommands
o However, a right mouse click will usually display acontext menu that provides access to the requiredaction 24
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Workspace viewsWorkspace views
NAVI
GATI
ON
LIST
DETAIL
Statusbar
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SourcesSources
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 don’t of can’t import
o ‘Memos’ for your writing about your data and analysis process
o You can create sub-folders to suit your project purposes to helporganise your sources
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Classifications & attributesClassifications & attributes
o Classifications provide a way to record descriptive informationabout the sources and nodes in your project:
o Source classifications are related to predefined characteristicse.g. bibliographic categories
o Node classifications are for e.g. socio-demographiccharacteristics e.g. gender, education levels, region etc
Module 1
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Classification sheetClassification sheet
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Classification sheets enable you to see all the items assignedto a particular classification and see the attribute values foreach item.You can also import the information from structured text filesor spreadsheets
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NodesNodes
o Nodes provide the places/containers tostore data about the ideas/themes fromyour analysis
o Manual methods included cutting upmultiple (photo)-copies of selected text andfiling 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 manynodes 29
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NodesNodes
Module 2
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Collections/linksCollections/links
o Annotations: For footnotes or ‘margin scribbles’ on selectedcontent in a source/ node
o Memos: e.g. comments/reflections on an entire document/node
o See Also links: reminders of connections between projectitems
o Hyperlinks to files or web sites external to the NVIVO project
o Sets enable collections of any items in your NVIVO projectModule 2
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Search optionsSearch options
o Look for (Find) - simple and advancedsearch for NVIVO project items
o Queries - simple and advanced search foractual content within the NVIVO projecte.g.• Word frequency
• Text search
• Coding search
• Matrix search
• Compound
• Group
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ModellingModelling
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Environmentalchange
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VisualisationsVisualisations
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NVIVO 9 sample dataNVIVO 9 sample data
o Environmental Change Down East
• 2008-2009 study
• Duke University Marine Lab, Beaufort N.C.
• Extracted from interviews of communityperceptions of development and land usechange on coastal communities in Down Eastarea of Carteret County, North Carolina, USA
• (Survey data fabricated but based on actualsurvey responses)
• Sample data includes text, images, audio, video,survey data, lit reviews and newspaper articlesetc
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Getting startedGetting started& organising data& organising data
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Module 1 : Data preparationModule 1 : Data preparation
1. View extracts from the sample data
2. Create your NVIVO project
3. Create new folders for various source /node types
4. Create a new document as a coding journal
5. Import interviews
6. Auto-code text interview topics at nodes
7. Review auto-coding at nodes
8. Import classification sheet of socio-demographicsinto NVIVO
9. Look at Attributes & Values in Classifications
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Activity 1: Create your NVIVO projectActivity 1: Create your NVIVO project
1. After we have viewed the data material:
2. Open NVIVO in your computer• From Programs > QSR > NVIVO 9
OR
• Double-click the NVIVO logo on the desktop
o It is a large program so takes a while to open andlooks as though nothing is happening on screenso:
• Be patient.
2. Click on New Project > Name your project e.g.‘Environmental change’ > Click OK
Module 1
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Activity 2: Create folders for sourcesActivity 2: Create folders for sources
1. In the Navigation View >Sources > Internals2. Right mouse click on the folder Internals > create a new
Folder called Interviews > Click OK3. Right mouse click on the folder Internals> Create a new
folder called Survey data> Click OK4. Right mouse click on the folder Internals> Create a new
folder called Area info > Click OKYou 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 documentActivity 3: Create a new document
1. In the Navigation view >Sources > Memos2. Right click on Memos, create a New folder >Journals3. Select the Journals folder4. Bring your cursor to the List view on the right of the screen5. Right click in an empty space New Memo6. Enter a name for the document e.g. Coding Journal and
(optional) description> Click OK
Module 1
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Activity 3 (continued)Activity 3 (continued)
For memo entries and in any other documents that recordyour ideas as you progress with analysis, you can use thekeystroke short cut Ctrl-shift-T to automatically enter thecurrent date and time
Close the document when you have completed your entry
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Activity 4: Import interview/s into NVIVOActivity 4: Import interview/s into NVIVO
1. In the Navigation view > Sources > Internals
2. Select the folder Interviews
3. Bring your cursor to the List view on the right of the screen
4. Right click in a white empty space > Import internals >Import Documents. Browse and select the interviewdocuments > OK
5. The import is completed though with single imports youmight be presented with the option to add a newdescription
6. Documents are by default read only , hence the ‘Click toEdit’ near the top of each document.
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Activity 5: Auto code interview topicsActivity 5: Auto code interview topicsUse the styled headings to auto code the interviews by eachquestion topic. (or identified sections/ or by speaker) In theseinterviews all questions were in Heading 1 style.
1. In the Interview folder, List view, select all the interviews2. Right click on the resulting shaded selection.3. Select Auto Code from the context menu that displays4. Click on Heading 1 and click the arrow which results in it moving
from the Available paragraph style field to Selected paragraphstyle field.
5. In the Under field scroll to New Node6. Type the new node name e.g. Interview questions7. Click OK
Module 1
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Activity 6: Review the autoActivity 6: Review the auto--codingcoding1. In Navigation View > Nodes
2. Expand from the plus (+) symbol next to Interviewquestions to see the ‘child nodes’ (for sub-questions) that were created.
3. Child nodes contain all data for each sub-question.
4. Double click on one of the child nodes to openthe coded content in the Detail View
This auto-coded data enables coding on byquestion or sections rather than document by
document.
Module 1
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7. Import pictures/images7. Import pictures/images
o Import to the Area folder and from‘Pictures’ the file entitled:
• ‘Competing water uses--commercialfishing, recreational fishing, development’
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ImageImage log for notes , ideas andcomments about the image – ‘clickto edit’ to access this.
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Add content to an image logAdd 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 asin previous step
2. Right-click on the row number > select >AssignRegion to Rows > Region co-ordinates display inthe Region column > Click outside the picture toclear the selection
3. Click the numbered column to see the imageregion
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Row assigned to image partRow assigned to image part
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8. Import video8. Import video
o From Interviews List view, right-click then selectImport video – ken.wmv. Then ‘Click to edit’ to seethe video and available transcription fields
o See Appendix on details about working with video(audio works the same)
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Video continuedVideo continued
o The key controls for playing or transcribing the videomaterial 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 modeand Transcribe mode
o You can import transcripts that synchronise with thevideo
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9. Import spreadsheet data9. Import spreadsheet data
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In Navigation view >Internals > Survey folder> Right click in List view.Import Internals > Import datasetBrowse and locate in the Datasets folder the file Survey data.xlsClick Next
There are two worksheets. Select survey dataClick 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) textand select ‘Codable Field’ for them.(Starting with the ‘Natural environment…’ column)Click Next
Click Finish
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Some approaches toSome approaches toTree node structuresTree node structures
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ThemeTheme--based approachbased approach
o e.g.EnvironmentalChange DownEast - SampleProject
Module 2
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NarrativeNarrative
Module 2
Creswell, J.W. (2007) Qualitative Inquiry and research design – choosing among five approaches (2nd edition).Thousand Oaks. CA :Sage. Page 170
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PhenomenologyPhenomenology
Module 2
Creswell, J.W. (2007) Qualitative Inquiry and research design – choosing among five approaches (2nd edition).Thousand Oaks. CA :Sage. Page 170
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Grounded theoryGrounded theory
Module 2
Creswell, J.W. (2007) Qualitative Inquiry and research design – choosing among five approaches (2nd edition).Thousand Oaks. CA :Sage. Page 171
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EthnographyEthnography
Module 2
Creswell, J.W. (2007) Qualitative Inquiry and research design – choosing among five approaches (2nd edition).Thousand Oaks. CA :Sage. Page 171
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Case study (collective)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 activitiesModule 2 Data coding activities
1. Create nodes
2. Code data at nodes – drag & dropmethod
3. Views of your coding
4. Code data at nodes – right click menumethod
5. Create node ‘up’ from the data – In Vivomethod
6. - 8. Create linked memos andannotations.
Module 2
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Activity 1 Create nodesActivity 1 Create nodeso From Navigation view select Nodes
o In the List view scroll to an empty white space
o Right click
o From the context menu select New Node
o Name the node e.g. fishing (optional description)
o Repeat to create a node ‘community’
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Activity 2: Code at nodesActivity 2: Code at nodes –– drag & dropdrag & 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 Listview
3. If it is easier to drag from side to side thenfrom View menu: select Detail View thenselect Right - this will move the coursedocument from the bottom of the screento 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 inblue with a small arrow indicating when you can 'drop')
5. The selected text pieces are now coded at the node you dragged it to
Module 2
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Activity 2Activity 2 -- continuedcontinued
To check your coding:
6. Double click on the Node ‘Fishing’ to openit in the Detail View.
7. You can see the text you have codedthere.
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Activity 3: View your codingActivity 3: View your coding
When you look at the content of a source or Node in the DetailView, you can use highlights and Coding Stripes to examine yourcoding.
Using Coding Stripes1. 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 iscoded.
5. Right click on a stripe and select Highlight Coding tohighlight text coded at that node.
6. To see coding for particular nodes only, reset the CodingStripes button to Selected Items.
7. Select the relevant nodes from the Select Project Items pop-up.
Module 2
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Views of coding examplesViews of coding examples
Document withstripes showingcoding at nodes
Context ofdocumentshowing thecoding at‘Community’node shaded
Module 2
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Activity 4: Code data withActivity 4: Code data withnodesnodes--rightright--click menu*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.
Module 2
*Useful for ‘double’ or ‘multiple’ coding
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Activity 5: CodeActivity 5: Code In VivoIn Vivo ‘up from the data’‘up from the data’
Using the right click and ‘In Vivo’ coding (or from thecoding bar the ‘In Vivo’ icon)
1. Use this method to create nodes using terms fromthe data.
2. It creates a node with the name the same as theselected 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)
Module 2
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Coding other formatsCoding other formats
o Section of images can be selectedand coded or code from the textabout the image or parts of an image
o Audio and video can be coded fromtranscripts or directly from the audio-or video- timeline
o Survey responses that are imported as‘codable’ can be coded.
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A tip about quotesA tip about quotes
o Have a node for quotes you want toinclude in your report
o Code the quotes node according totopics as well as to the ‘quotes’ node
o Can also jump to context from eachquote when you need to
o Run coding query search for quotes ofeach specific topic required
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6. Classifications6. Classificationso Your sources/nodes may share common
characteristics that can help you organise and analysise.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 classifications7a. Source classificationso 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 itCreate 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 sourceClassify 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 fieldwith arrow select video interview
o Attribute values Tab > for Classification field select• Interviewer ; then for Interviewer > Henry
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7b: Node classifications7b: Node classifications
o E.g. characteristics of persons ororganisations
o In Nodes, create a folder for ‘Peopleand Places’ then
o Create a node for each person
• Sources >Internals > Interviews
• Select all the sources > right click > CreateAs > Create as Nodes
• Select People and Places from the popup> OK
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Import prepared sheetImport prepared sheet
o Import prepared classification sheet that indicatesthe ‘Person’ classification and the names of thepeople in the first column and the attribute valuesby 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 andPlaces’> Next >Next > Finish
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OutputOutputThe classification (spread)-sheet has distributed the attribute valuesto all the Persons in the data
This will enable searches to be filtered by these values
Module 1
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Add attributes manuallyAdd attributes manually
1. You can create new attribute values from within NVIVOe.g. current marital status
2. From Classifications in the Navigation view select Nodeclassifications > right click on Persons > New attribute
3. For Name type Marital status4. From Values tab add each required value >OK5. The new attribute has been added as a new column in
the classification sheet6. For each person (row), select the required value from
the down arrow
Module 1
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Activity 8: Create memosActivity 8: Create memos
Write a memo about a source of a node or your coding at anode
1. E.g. Write a memo about what you learnt from the interviewwith Charles.
To do this:2. In the List view right click on that interview’s 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 itadds the date and time each time you write – for audit trailpurpose. 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 clickthen Links > Memo link > Link to new memo]
5. Memos can record process, insights and help inform yourwriting about your research.
Module 2
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Activity 9: Create annotationsActivity 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 thebottom of the Detail view. Highlight the blue text to see thespecific annotation. If there is more than one or theannotation 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 thedocument. Write a note there. *
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Activity 10 Linking to external fileActivity 10 Linking to external file
1. Create an Externali.e. a document/source within the NVIVO project foryour ideas about e.g. external files, webpages,PowerPoint slides, or books, etc. with LINKS to themwhere available.
2. Sources > External > List view > right-click > Newexternal >General tab > Name it ‘News today’
3. External tab > Type > Web link> URL path > Enterhttp://www.oxfordtimes.co.uk > click OK
4. Blank External opens for your notes (or List view >right-click on name > Open External)
5. To open linked web page: In List view > right-click onname > Open External File
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What have we learnt?What have we learnt?
So far we have learnt how to:1. Import or create documents2. Auto-code nodes based on structured
data collection3. Work with classifications4. Set up coding structures relevant to
research designs5. Code data at nodes using various
methods6. Use visual aids to examine your coding7. Create memos and annotations.8. Create externals linked to e.g. external files
or websites
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Useful tips and hintsUseful tips and hints
o When first you load NVIVO a user profile pop-up requires your nameand initials – for team work this can identify each member’s work inmerged projects. (This can also be set from File/Options / GeneralTab (‘Prompt for user on launch’)
o By default NVIVO projects are saved in My Documents in a file withthe project name you provided and the file extension .nvp
o Do not work directly off a flash memory stick – be careful on networkdrives. You can use memory sticks to move data from one computerto another.
o When first you create your NVIVO project create a new document asa Coding Journal to make notes about your coding activities andyour growing and changing ideas. Ctrl-Shift-T will put in the date andtime automatically each time you begin a journal or memo entry.
o Add the day’s date to your (short) project name each time youmake a (regular) back-up. Copy/ back up to differentlocation/media.
o Make use of Help and the online animated tutorials that are addedto 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 oneof them and renaming the project(N.B make sure that any common source or node names areidentical.
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‘Paper‘Paper--based’ tree node structurebased’ tree node structure
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Example of tree node structure
Positive comments about tourism
Negative comments about tourism
Positive comments about real estate development
Negative comments about real estate development
Positive comments about another issue
Keep adding a positive and negative node for eachnew issue
This structure canadd to the codingload and also requirestwo new nodes to becreated each time anew topic arises
See the next slide fora software-basedoption.
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‘Software’ Tree node structure‘Software’ Tree node structure
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Text which is a positivecomment about tourism getsdouble coded - at ‘Positivecomments’ AND at ‘Commentsabout tourism’
This structure can lightensthe load as follows:
1. Double coding is quick (e.g.code a piece of text at thenode ‘positive comments’AND at ‘comments abouttourism’).Do this with the ‘right clickand code from the menu’option (Module 2, slide 59).Then to obtain the specifice.g. positive comments abouta topic you can do a CODINGQUERY ‘Positive’ AND‘Comments about….’ Thensave the results as a newnode.
2. This method also requiresthat you simply create onlyONE node - not 2 – each timea new topic arises that haspositive and negativecomments.
3. ‘Broad-brush’ is quicker to do
Example of tree node structure
Negative comments
Positive comments
Comments about tourism
Comments about real estate development
Comments about……. Etc.
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Appendix 1:Appendix 1: Videos in NVIVOVideos in NVIVO
o Transcripts are optional as you cancode direct from the timeline
o If you do transcribe the optional waysto 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 transcriptionShort cut keys for transcription
F7
F8
F9
Play/Pause
Go Back 10 seconds
Stop (AND creates a new row)
NVIVO creates timestamps automatically
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Transcribe modeTranscribe mode
To help you transcribe you can setthe play speed to slow.
From the Media menu > click Play Speed.
- You can also use the play speed slider atany time to change the speed -
* In the activity that follows you may like touse the short cut keys – see previous slide -instead of the Play, Skip and Stop optionson the media toolbar
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Transcribe(cont.)Transcribe(cont.)1. On the Media menu > click Play Mode > select
Transcribe2. On the Media toolbar, click the Play button3. A transcript entry is added with the starting time in
the Timespan field.4. Enter the required content. You can pause or skip
back in 10 second intervals (this default time can bechanged to e.g. a shorter time interval)
5. Press the Stop button when you have completed theentry. The end time is added to the Timespan field.
6. Although the new row appears on top of the rowyou just transcribed, the order will be corrected asyou proceed.
7. Continue until you have transcribed the requiredcontent.
8. Turn-off transcribe mode > on the Media menu, clickPlay Mode > Normal.
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Importing transcriptsImporting transcripts
o Transcripts can be prepared in Word orExcel and imported in .doc, .docx, or .txtand some .pdf formats
o Transcripts can be prepared with or withouttimestamps.
o Timestamp format is: hh:mm:ss e.g.2:36.4 =2 minutes 36.4 seconds
o For optional formats type 'Importingtranscripts’ in the NVIVO Help Search field
o One transcript import option will bepracticed here with a table format transcript
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Table format transcriptTable format transcript
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Import transcript for videoImport transcript for video
o Open the video or audio source that you want toimport 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, clickRows.
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 transcriptentries, and then click Open.
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Import transcript (cont.)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 filesMore on video files
o Coding from transcripts or directlyfrom the time-line is possible
o Annotations, memos and auto-coding(e.g. by speaker’s name) can all becarried out on the video (andaudio)sources as was done for textdata
o Audios and videos can be included inmodels
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Export (coded) videoExport (coded) video
1. List view > right-click on filename >Export > select options
2. Creates a web page with theworking video, transcript and anyother options selected
3. To share the webpage check thatyou have the file name (ken.htm)AND the folder with the name‘Ken_files’
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Other featuresOther features
o Annotations, memos and auto-coding(e.g. in the focus group by speaker’sname) can all be carried out on thedifferent format sources as was donefor text data
o Audios and videos can be included inmodels
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Export coded videoExport coded video
1. List view > right-click on filename >Export > select options
2. Creates a web page with theworking video, transcript and anyother options selected
3. To share or copy the output toanother context ensure you take the*.htm file as well as the folder thatrefers to the same file name
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Appendix 2Appendix 2
Managing your NVIVOproject
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NVIVO project propertiesNVIVO project properties
o From the File/ Info menu access theProject Properties
o As well as accessto the ProjectEvent Log if you have selected it
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Media location optionsMedia location options
o Project properties include the Audio/Video locationoptions
o By default media under 20Mb is embeddedwithin the NVIVO project
o It is recommended that you deselect this optionand keep audio and video media NON-embedded so as not to slow down theapplication.Remember to back up and move the media withyour NVIVO project
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Name change optionsName change options
o An NVIVO project has an external filename and an internal title/name
o To get the names to be the same:
o Internal name can be changed fromFile/Info/Project options
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More project functionsMore project functions
o From the File/Manage menu
there is a CopyProject option
and Compactand Repair option
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Performance optionsPerformance options
o In theory NVIVO can handle projects up to 4Gb insize
o The File/Options menu includes access to an optionto Optimize performance of stand alone project.The default is for project size ‘Small’.Select ‘Large’ if your project has more than 500sources.
o (The above features also depend on the capacityof your computer).
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o Time duration between ‘Saves’ and othernotifications are also accessed from theFile/Options menu
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NVIVO 9 help resourcesNVIVO 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-basedHelp Forum and FAQ linked tohttp://www.qsrinternational.com
o Compare NVIVO 8 and NVIVO 9:http://www.qsrinternational.com/FileResourceHandler.ashx/RelatedDocuments/DocumentFile/712/Differences-NVivo8-NVivo9.pdf
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ReferencesReferences
o Creswell, J.W. (2007) Qualitative Inquiry andresearch design – choosing among fiveapproaches (2nd edition). Thousand Oaks:Sage.
o Ellingson, L.L (2009). Engaging crystallizationin qualitative research. Thousand Oaks:Sage.
o Richardson, L. (2000). Writing: A method ofInquiry. In N.K Denzin & Y.S Lincoln (Ed.)Handbook of qualitative research. (2nd ed.)Thousand Oaks: Sage.
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Useful booksUseful bookso Bazeley, Pat (2007). Qualitative data analysis with
NVIVO. Second Edition. Sage.(Practical approach with numerous load lighteningtips)
o Di Gregorio, S and Davidson, J. (2008) QualitativeResearch Design for Software Users. Open UniversityPress
o Lewins, Ann & Silver, Christina (2007). Using softwarein qualitative research: a step-by-step guide. Sage.(Guidance on using Atlas.ti 5, MAXqda 2 andNVIVO 7)
o Richards, Lyn (2009). Handling qualitative data: apractical guide. Sage. (2nd edition)(Useful ‘data-centric’ approach to qualitativemethods)