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NVivo 9 Koolitusmaterjalid Marin Gross [email protected]
Päev 1:
Vaata, loo, navigeeri
• Ülevaade NVivo programmist
• Projekti loomine, salvestamine, kopeerimine
• NVivo tööaken ja selles navigeerimine
Impordi, klassifitseeri, kirjuta
• Andmetüübid
• Erinevate andmetüüpide importimine ja eksportimine
• External failidega töötamine
• Failide ettevalmistamine Wordis
• Memode ja annotatsioonide koostamine
Identifitseeri, kodeeri, analüüsi
• Koodide loomine
• Andmete kodeerimise erinevad võimalused
• Casebook ja case’ide loomine
• Atribuutide loomine
Päev 2:
Otsi, grupeeri ja lingi
• Projekti osade leidmine
• Set’i loomine
• Linkimine
• Relationships
Avasta, uuri, visualiseeri, kodeeri
• Quieries – otsingud andmestikus
• Andmete visualiseerimine
• Mudelid
• Raportid
Harjuta!
Koolitusematerjalid: http://www.maringross.com/koolitused/nvivo
password: nvivo9koolitus
§ Materjal kursusel kasutamiseks
§ Inglise keelne ülevaatlik materjal NVivo 8 kasutamiseks
§ Teksti dokumentide formateerimine Wordis
§ Pat Bazeley artikkel Analysing qualitative data: more than ‘identifying themes’
§ NVivo 8 updates – lisafail raamatu Qualitative Data Analysis with NVivo juurde
§ Tree coding examples
Lisalugemine:
§ Bazeley, Pat (2007). Qualitative Data Analysis with NVivo. SAGE Publications
§ Richards, Lyn (2005). Handling Qualitative Data. SAGE Publications
§ Edhlund, Bengt (2009). NVivo 8 Essentials.
§ di Gregorio, Silvana; Davidson, Judith (2008). Qualitative Research Design for Software Users. Open University Press
Nvivo kodulehekülg: www.qsrinternational.com
§ Tutorials – õppevideod NVivo kasutamiseks
§ Lood NVivo kasutamisest
§ Foorum
§ Tarkvara uuendused
2. CREATING AND NAVIGATING AROUND YOUR PROJECT 2
2.1.1. TO CREATE A PROJECT 2 2.1.2. NAVIGATING AROUND YOUR PROJECT 3 2.1.3. SAVING YOUR PROJECT 3
3. SOURCES 4
3.1. CREATING FOLDERS 6 3.1.1. TO ADD A NEW FOLDER 6 3.2. IMPORTING DOCUMENTS AND IMAGE FILES (INTERNALS) 7 3.3. TO OPEN A DOCUMENT 7 3.3.1. EXTERNAL SOURCES 10 To create and external 10
4. NODES AND CODING 13
4.1. CREATING A NODE (BEFORE STARTING TO CODE) 13 4.2. CODING 14 4.2.1. TO CODE A DOCUMENT BY DRAG AND DROP 14 4.2.2. CODING USING THE CODE MENU 15 U
5. CASES AND ATTRIBUTES 17
5.1. TO CREATE A CASE 18 5.2. TO CREATE AN ATTRIBUTE 19 5.2.1. TO EDIT AN ATTRIBUTE OR ITS VALUES 21
6. EXPLORING THE DATA 23
1. INTRODUCTION 2
Marin [email protected]
NVIVO KOOLITUSMATERJALID
1. INTRODUCTION
The world is awash with data. But one binary bit is no different from any other. Raw data are meaningless until we classify them, put them in context, interpret them, and understand their meaning and significance. It is only after this process that information becomes knowledge. In doing qualitative research we make observations, record and transcribe interviews and focus group interaction, we collect questionnaires and take copious fieldnotes. Qualitative research tends to produce vast amounts of data that then needs to be organized. The major way of dealing with data collected through the qualitative technique involves reading, thematization codification, and finally classification. Why is this important? Remember, you initially began the research project with the aim of answering a particular question. So it is important to organize your data in such a way that you are able to answer that question. This workshop has been designed to assist those researchers who would like to learn about computer assisted qualitative data analysis software, in this case NVivo 8. With this in mind, the booklet you have in front of you has been designed as a resource for those learning NVivo 8 software. It introduces the fundamentals of NVivo 8, including how to create and navigate around your project, how to import sources into your project, how to create nodes and code your material, and how to query your data. Having worked through this booklet you should have acquired an introductory understanding of NVivo 8 and its usefulness in anal gyzin data in qualitative research.
2. CREATING AND NAVIGATING AROUND YOUR PROJECT
In this section you will learn how to:
• Create a project • Navigate around a project • Save a project
2.1.1. TO CREATE A PROJECT
1. On the Welcome screen click the New Project button. The New Project dialog is opened. 2. Enter the name for your project in the Title field. 3. Enter a description of your project in the Description field (optional). 4. Click OK.
By default your project will be saved to your My Documents folder (you can save your project to another location by clicking the Browse button).
2.1.2. NAVIGATING AROUND YOUR PROJECT
NVivo provides toolbars for fast access to the most common functions:
Use the Main toolbar to perform common tasks such as save, print, cut, copy, paste and undo. Use the Edit toolbar to format text in sources and edit model content: Use the Coding toolbar to code/uncode selected content: Use the View toolbar to set display settings for project items: Use the Links toolbar to work with ‘see also’ links, annotations and memos: Use the Media toolbar to play, pause, forward and rewind and stop a video or audio file: Use the Grid toolbar to work with matrices or the project casebook: Note: The Status Bar – the horizontal area at the bottom of the NVivo window – provides information about the current state of what is displayed in the window, along with other contextual information. Your project structure
Nvivo stores the different parts of your project (interview or focus group transcripts, newspaper articles, web material etc.) in folders. In Navigation View you have access to a short summary of the items in that folder (List View) as well as the contents of the highlighted folder item (Detail View). There are several options for viewing items shown in the List View. To change the view, select the View menu and choose List View. Options available are Detail, Small, Medium or Large Thumbnails. By default, when an item is opened in Detail View it is displayed underneath List View. To change the Detail View to appear to the right, select the View menu and choose Detail View>Right.
2.1.3. SAVING YOUR PROJECT
You can save your project at any time by choosing the Save icon on the Main toolbar. Note: It is also important that you back up your project. A back up is not a back up until the copy is moved from its primary location on your computer. This is particularly important for projects stored on notebook computers – if the computer is stolen, so is your project. Therefore, you need to copy the project at regular inte ls rive, USB drive, CD etc. rva to a network d
3. SOURCES
In this section you will learn how to:
• Create folders • Import documents and image files • Work with external data • Create memos • Use annotations
Sources In NVivo, ‘sources’ is used as the collective term for the research materials that you will eventually code. These are categorized into three types: Internals – these are your primary sources and consist of the electronic format materials you can import into a folder in your NVivo project. They may take the form of interview or focus group transcripts, field notes, photos or video recordings, email messages, survey responses, policy documents and so forth. You can import text files in the following formats:
Microsoft Word (.doc) Adobe Portable Document Format (.pdf) Rich Text Format (.rtf) Text (.txt)
Externals – these are the materials that you can’t import into your NVivo project, such as reference books, handwritten diaries or letters, paper‐based newspaper articles and web pages. Memos – these are created by the researcher to capture the thoughts and insights made when working through the data.
In Navigation View click on Sources to view the three categories of research materials (Internals, Externals, Memos)
3.1. Creating Folders
NVivo automatically provides three source categories: Internals , Externals, Memos. Additionally, you can add your own sub‐folders for each of these source categories. For instance, in the Internals source category you may want to create sub‐folders for the different data you will be working with, such as focus group/ interview transcripts, photos and email messages.
3.1.1. TO ADD A NEW FOLDER
1. In Navigation View, click on Sources, then Internals folder. 2. Right click on Internals and choose New Folder. 3. The New Folder dialog is displayed.
4. In the Name field type the name of the sub‐folder (i.e. ‘interviews’). 5. Enter a description of the sub‐folder in the Description field (optional). Click OK. 6. Repeat these steps to add more sub‐folders, such as ‘Focus Groups’, ‘Photos’ and
‘Project Notes’.
Note: Folders can be created as needed at any time. Once created, data can be imported directly into them.
3.2. Importing documents and image files (Internals)
1. In Navigation View, click on Sources. 2. Click Internals then Interviews if you want this to be the destination sub‐folder. 3. Click in List View (or alternatively click the Project tab on the toolbar and select Import
Internals). 4. Right click and choose Import Internals. The Import Internals dialog is displayed.
5. In the Import from field, click the Browse button. The Import Sources dialog is displayed. 6. Navigate to the folder where your document is stored and select the file(s) you want to
import. Click Open. 7. The selected file is displayed in the Import from field. Click OK. Your document will be
imported and displayed in the List View.
Note: You can also drag and drop a file from Windows Explorer directly to an Internals sub‐folder.
3.3. To open a document
1. Locate the document in List View. 2. Double click on the document name. The document is then displayed in Detail View. 3. To close a document right click on the tab and select close or click the cross at the top
right hand corner of Detail View.
Note: You can edit a document’s properties (for instance change the name or add to the description of the file) by right clicking on the document and selecting Document Properties. Make the required changes and click OK. Importing pictures NVivo 8 has the capability to import photographs, diagrams, graphs and so forth into your project. To do this, simply repeat steps one through seven in section 3.2 Importing documents and image files (Internals). Note: Once you have imported your picture it is opened in the same way as any other document (see section 3.3 To open a document). A picture consists of an image and a log. A log can be used to record notes (i.e. descriptive text) about the picture. The notes can relate to the entire image or a selected region.
To add content to a picture log
Open the picture to display it in Detail View. Add text to the picture log by clicking in a row in the Content column and entering the required text. Importing audio and video files In Navigation View click sources. Click Internals or a sub‐folder. (In this case we use the ‘Audio‐files’ sub‐folder). Click in List View. Right click and choose Import Internals. The Import Internals dialog is displayed.
In the Import from field, click the Browse button. The Import Sources dialog is displayed. Navigate to the folder where your audio and video files are stored and select the file(s) you want to import. Click Open. The selected item is displayed in the Import from field. Click OK. Your audio and/or video file(s) will import and will be displayed in the List View. To open an audio or video file in List View Locate the audio or video file in List View. Double click on the name. The audio or video file is displayed in Detail View.
A video or audio file consists of a media file and space for a transcript. You can add custom columns to a transcript. For example you can add a column that shows the name of each speaker.
To play the audio or video file, place the cursor in Detail View and right click. Select Play. (Or simply use the media toolbar).
3.3.1. EXTERNAL SOURCES
Qualitative research often draws on a diverse range of material, some of which cannot be imported into NVivo. Nevertheless, you may still want this material to be included in your project. For instance, web pages, scanned hand written documents or newspaper articles. These are the types of data you may want to search and use in the scope of a query.
TO CREATE AN EXTERNAL
1. In Navigation View, click the Sources button. 2. Click the Externals folder. 3. Right click in List View and choose New External. The New External dialog is displayed. 4. Enter a name in the Name field. If required enter a description of the source in the
Description field.
1. Then click the External tab to define the required option. 2. From the Type drop down list select an option that is suitable for the required source. 3.
Option Descriptiondddddddddddddddddddddddddd…. OTHER THE ITEM IS NOT STORED ON YOUR COMPUTER. FOR
INSTANCE IT MAY BE A BOOK OR A HANDWRITTEN DIARY
FILE LINK THE ITEM IS STORED ON YOUR COMPUTER AS AN
EXECUTABLE FILE, FOR EXAMPLE AN EXCEL SPREADSHEET OR A SCANNED NEWSPAPER ARTICLE. IF YOU CHOOSE THIS OPTION YOU CAN CREATE A LINK TO THE FILE
WEB LINK THE ITEM IS A WEB PAGE. YOU CAN CREATE A LIVE LINK TO A
WEB PAGE BY PROVIDING THE WEB ADDRESS IN THE URL PATH FIELD.
To open an external file
1. Locate the file in List View 2. Right click on the file and select Open External File
Memos and annotations Some of the most important research material comes from your own thought processes as you work with your data. When in the field, these ideas and comments are often recorded in notebooks. You may also collect observation notes about the person you are interviewing. It is useful to keep this sort of material together with your data. NVivo allows you to do this through the memos function. Memos are sources and can be searched and coded.
To create a memo
1. In Navigation View, click the Sources button. 2. Click the Memos folder. 3. Right click in List View and choose either New Memo or Import Memos. If you choose
New Memo, the New Memo dialog is displayed. 4. Enter a name in the Name field. 5. If required, enter a description of the memo in the Description field.
6. Click OK. The new memo is opened in Detail View ready for you to enter your text. 7. If you chose Import Memos, click the browse button and select the document you wish
to import. Click OK
Creating an annotation in a text document
1. In Navigation View, click Sources and open an internal document. 2. Select the required text to which you would like to add your annotation. 3. From the Links menu, select Annotation>New Annotation.
4. An annotation is added in the Annotations tab in Detail View. Enter the annotation text.
5. Click outside the Annotation pane to finish. The annotation text now appears, highlighted in blue.
4. NODES AND CODING
In this section you will learn how to:
• Create Nodes • Code selected project sources
Introducing the concept of nodes Nodes are where you store data about ideas or themes that emerge as you work in your project. Think of the manual method of coding you may have used in the past; lots of photocopying, selecting text relevant to specific themes or categories by highlighting or physically cutting the paper. This text may then have been filed in categorized folders in a filing cabinet. In NVivo, when you wish to have data segments that form a particular theme gathered together, the references to them are stored in what is called a node. Any amount of data can be stored in a node, and the same piece of text can be stored in more than one node. Some researchers will find that they know certain themes they want to explore in their project and create nodes for these before analyzing the data. On the other hand, some researchers may create nodes as they discover themes in their data. The two primary types of nodes are: Free Nodes – These are ‘stand alone’ nodes. Free node are useful when you begin coding as you may not be sure as to whether they fit into a hierarchical structure. However, as you code further you may discover similarities or relationships between nodes and move them into a more logical area to represent this relationship i.e Tree Nodes Tree nodes ‐ Are organized into a hierarchical structure of categories and subcategories (represent as the branches of a tree).
4.1. Creating a Node (before starting to code)
1. In Navigation View click the Nodes folder 2. Click the folder for the type of node you want (i.e. Tree Nodes) 3. In List View right click and choose New Tree Node. The New Tree Node dialog is
displayed.
4. Enter a name in the Name field 5. If required, enter a description of the node in the Description field. This is useful for
reminding you of the theme this node represents. 6. Click OK. Repeat the process to create further nodes
4.2. Coding
Coding is the process by which you gather and transfer text on a specific theme at a node that represents that theme. You can code the content of any imported source in your NVivo project. To see all the coded text in a particular node, simply open that node. The actual process of coding can be done in two ways:
• Using drag and drop to an existing node • Using the Code menu
4.2.1. TO CODE A DOCUMENT BY DRAG AND DROP
4. In Navigation View, click the Sources button and open an internal document
5. Select the Nodes folder so that they appear as a list 6. Select the text you would like to code
7. Drag the text to the required node and drop. The text is coded at the selected node
4.2.2. CODING USING THE CODE MENU
Using the code menu is another way to code text. However, the advantage in using the code menu is that you are able to create new codes as you work on the data.
1. Open a source and select the text that you want to code from the document 2. Right click and choose Code Selection > Existing Nodes. Note: If you would like to create
a new node whilst coding choose New Node. 3. The Select Project Items dialog is displayed
4. Select the folder containing the required nodes (i.e. Free Nodes, Tree Nodes etc.) Note: Do not tick the box beside the folder as this will automatically select all items in that folder.
5. Click the checkbox for the required node(s). 6. Click OK
Creating Tree Node relationships Tree nodes are codes that are organized in a hierarchical structure. For example if you are coding interviews about trust between doctors and patients you may want to have a node called ‘Trust’ under which rests two nodes called ‘High Trust’ and ‘Low Trust’.
To create a Tree Node
1. In Navigation View, click the Nodes button. 2. Select Tree Nodes. 3. Select an existing Tree Node or create a new Tree Node (see section 4.1 Creating a
Node). 4. Left click on the selected Tree Node, then right click and choose New Tree Node. 5. The New Tree Node dialog is opened.
6. Enter a name in the Name field
7. If required, enter a description of the node in the Description field. This is useful for reminding you of the theme this node represents.
8. Click OK. Repeat the process to create further nodes
Example fro
5. CASES AND ATTRIBUTES
m demonstration project
In this section you will learn how to:
• Create cases • Create attributes and assign values
Cases A case in NVivo is another sort of node. However, in this instance it doesn’t represent a theme, but gathers together all the information about a person, institution or organization. You can also import into the case all the data content that belongs to that entity. If, for instance, you have information about a person or field‐site (demographic information about age, gender, marital status etc) this information is stored with the case. These are known as attributes.
5.1. To create a case
1. Simply do so in the same way that you would create a node (as covered previously). 2. In Navigation View click Nodes 3. Click the Cases folder 4. Right click in List View and choose New Case 5. The New Case dialog is displayed
1. Enter a name in the Name field (i.e. Orhan Pamuk) 2. If required, enter a description of the case in the Description field 3. Click OK
The case is now ready to have text coded to it. For example, Orhan’s interview(s), all that he said at the focus group, as well as his attributes (i.e. gender, age and so on) can also be added. Here we have a complete profile of the entity in one place. To code an existing source to an existing case
1. In List View select the required source (e.g. Orhan) 2. Right click and choose Code Sources>Existing Nodes 3. The Select Project Item dialog is displayed. Selected the Cases folder to display all cases
and click the check box next to Orhan’s Case
4. Click OK
Attributes Now that your data records about specific people or groups are stored in cases, it is now possible to add demographic information (e.g. gender, age etc). Attributes are used to store this data. The attributes folder is located under the Classifications Folder.
5.2. To create an attribute
1. In Navigation View, click on Classifications 2. Select the Attributes folder 3. In List View, right click and choose New Attribute 4. The New Attribute dialog is opened
1. Enter a name for your attribute in the Name field e.g. gender, age, region etc. (If required enter a description of the attribute in the Description field
2. Select the format of the attribute’s values from the Type list. Choose string if the attribute has values that are words rather than numbers or dates – for example Gender
3. Click the Values tab to define the values that will be assigned to the attribute, for instance Gender=male, female
4. Click the Add button 5. Enter the name of the value in the Value cell, e.g. female 6. Repeat the process to add more values as needed
7. Click the default checkbox to specify that new cases will be allocated this value as a default. Note: the Unassigned and Not Applicable tabs are system defined values and cannot be removed
8. Click OK when finishing adding attribute values
5.2.1. TO EDIT AN ATTRIBUTE OR ITS VALUES
Attributes and attribute values can be renamed, reordered or removed.
1. Locate the attribute in the Attributes folder under Classifications 2. Right click on the attribute you wish to edit and select Attribute Properties
To assign attribute values to cases
1. Now that attribute values have been created, they can be assigned to the appropriate cases.
2. In Navigation View, click on Nodes 3. Click the Cases folder 4. In List View, select the required case. Right click and choose Case Properties
1. The Case Properties dialog appears. Click the Attribute Values tab 2. From the drop down menu next to each attribute, choose the relevant value for that
particular case
1. Click OK
Note: All cases must be assigned a value for each attribute. If an attribute is not relevant to a case, you can assign it one of the system defined values: Unassigned or Not Applicable.
The casebook The casebook is a table containing your cases (or case names) and the attribute values that have been assigned to them. You can add new attribute values to the appropriate case via the casebook, rather than via Case Properties as previously covered.
To open the casebook
1. From the Tools menu choose Casebook>Open Casebook. The casebook will now appear in Detail View showing the cases, attributes and values assigned
Note: You can assign the attribute value for each case by selecting the cell, clicking the drop down arrow and selecting th ppe a ropriate value.
6. EXPLORING THE DATA
Once you have coded data at your nodes, created cases and assigned attributes, you have organized your data in such away as it becomes manageable and accessible. When writing your research you can explore the data which has been thematically categorized in the free or tree nodes. There are other ways, however, to do searches of the data. Text Search
1. In Navigation View click on the Queries button 2. Click on the Projects tab and select New Query>Text Search. 3. The Text Search Query dialog is opened
4. Type in the key word you wish to search for (in this case ‘food’). Click Run 5. The text search query results will appear in Detail View
6. To open the sources that contain the desired key word highlight the source, right click and select Open Document
7. The document will open and the key word will be highlighted every time it appears in the text.
What‟s new in NVivo 9?
Released in October 2010, NVivo 9 helps you to easily organize and analyze data in
documents, pictures, surveys, audio and video, so you can deliver robust findings quickly.
NVivo 9 delivers simpler, more flexible analysis with greater insight.
Access new learning resources
Instructional tutorials have „voiceover‟ to talk you
through how features are used.
Mini „table of contents‟ at the top of most NVivo 9 Help
pages make it easy for you to find the information you
need.
Enjoy enhanced usability
NVivo 9‟s interface now includes a ribbon to help you
quickly find frequently used commands so tasks can
be completed with fewer steps.
Save time when you‟re working with the new quick
coding toolbar thanks to „auto suggest‟.
„Wizards‟ take you through more complex operations
like creating customized reports, one step at a time.
Organize and manage data with ease
In NVivo we refer to the containers for storing themes
as „nodes‟. Create nodes that represent anything at all
– like people, places and organizations - and assign
any demographic data or attribute to them. Create
your own folders for organizing them too. Now it‟s
easier to ask more detailed questions of your data
than ever before.
Assign your own colors to nodes, sources, attribute
values and users and see them throughout your
project - in coding stripes, charts and models for
example.
NVivo helps you to gather all your material under
themes, or „code‟. Choose to see all of the coding in
your child nodes (or sub nodes), „rolled up‟ into the
parent node.
Existing node structures from NVivo 7 and NVivo 8
are preserved when you open your project in NVivo 9.
We haven‟t taken anything away – all we‟ve done is
given you more choice.
Work with spreadsheets and databases
Import and work with data contained in Microsoft Excel
spreadsheets, Access database tables, text delimited
files and ODBC database tables or views. This lets you
work with survey responses for example.
Select how you view and work with your datasets. Opt
for the „table view‟ and see your data in its original
format. Or, if you prefer to work with one survey
response at a time for example, choose the „form‟ view.
Speed up your analysis – particularly when you‟re
working with large datasets – by automatically coding
your data. For example, create a new theme or „node‟
for the responses to each question in a survey. You can
automatically group responses based on demographic
data too - for example, group the survey responses
from a particular age group together.
Work with literature reviews and bibliographies
Import literature reviews from reference management
tools like EndNote, Zotero or RefWorks into NVivo 9.
Information like a journal article‟s title, author and your
own notes can be directly imported. If you‟ve saved
articles as file attachments, they‟re added to your
NVivo project too.
Generate a bibliography by exporting information
you‟ve collected about your bibliographic references
from NVivo 9 into EndNote, Zotero or RefWorks.
Work with data from reference management tools in
NVivo too. For example, run a „query‟ to search for all
journal articles published in the year 2000 that have
content coded to a particular theme.
Let “finds” evolve with your project
Save the criteria you used to “find” an item into a
“search folder” - so if you need to re run the same find
later, you‟ll be able to do so easily.
Use “search folders” when scoping your queries and
visualizations, for more flexibility.
Explore your data automatically
Automatically control how broad your „text search‟ and
„word frequency queries‟ are – from an exact word
match, to words that are similar in meaning. There‟s
no need to think of the words to search for, and you‟ll
get a more accurate picture of your data. They work
for word searches in English, French, German,
Spanish, Japanese and Portuguese.
See patterns and connections in your data
Identify the most frequently used words in selected
materials („sources‟) or nodes and display your results
in a word tree (see below), to see the context that
surrounds them.
Use „tree maps‟ to show how frequently a word or
project item appears relative to other project items for
example. Or use it to explore your nodes, sources and
demographic data about your respondents (as below).
Explore connections between items and display them
visually with „connection maps‟. These diagrams give
you a two-way view of your data and help you to see
any patterns.
With just one click, see a project item, such as a
theme or „node‟, as a graph to quickly understand the
context for it. To add your own ideas, convert this
graph into a model.
Use cluster analysis to visualize the similarities and
differences in your sources or nodes.
As always, see the live data behind any visualizations
with just a few clicks and export them into reports or
presentations.
Interchange and share your data
Import and export data to and from NVivo and
reference management software like EndNote, Zotero
or RefWorks.
Import and export delimited text files, spreadsheets,
and database tables to and from applications like
Microsoft Excel, Microsoft Access, IBM SPSS
Statistics and SAS/STAT.
Import and work with projects from earlier versions of
QSR software: NVivo 8, NVivo 7, NVivo 2, NVivo 1,
N6 (NUD*IST 6), N5 and N4.
Import projects from other qualitative data analysis
software: Atlas.ti 5.2, Atlas.ti 5.5, Atlas.ti 6.0,
MAXQDA 2007, and MAXQDA 10.
Choose exactly which data to extract and use with our
„extracts‟ feature - export data in XML format, as text
or in a spreadsheet.
Use predefined reports or create your own using the
Report wizard. Your report criteria is saved so you
can reuse it in the same project, or share it with
others.
Real teamwork with NVivo Server 9
Combine NVivo Server 9 with NVivo 9 to:
Allow team members to work in the same project at
the same time and see each other‟s changes
immediately.
Streamline project administration by monitoring,
maintaining, backing up and keeping track of all
projects in one secure location.
Work with more data and embed larger audio and
video resources in your projects.
Enhance security by providing access to projects
using authenticated Windows credentials, and role
based permissions.
QSR International Pty Ltd Second floor, 651 Doncaster Road, Doncaster, Victoria, Australia, 3108
Tel: +61 3 9840 1100 Fax: +61 3 9840 1500 Web: www.qsrinternational.com
Working with NVivo 9 made easier
Simplify NVivo and make it easier and faster to learn. Over the past 18 months,
they‟ve been some of the most common requests we‟ve received from those who
use our software. NVivo 9 will be released in October 2010, and in response to
your feedback, we‟re not only adding requested features, but we‟re also making
the software easier to use. Frequently used commands are easier to find. Tasks
can now be completed with fewer steps. And you‟ll work in the same way
throughout the software, whether you‟re coding a document or a database table,
so there‟s no need to learn new steps.
Best practice design makes it easier to find and work with your
information
NVivo 9 has been designed using the latest Microsoft design guidelines, which means it includes
new features that make it even easier to find and work with your information. From the NVivo
Ribbon, to the new quick coding bar, you‟ll wonder how you ever worked without them.
Take fewer steps to get things done
The new NVivo Ribbon (see figure 1 below) has been designed to help you quickly find the
commands that you need to complete a task. It makes the most frequently used commands easily
accessible, groups commands for related tasks together, and makes commands easier to locate
and use through a combination of visual and textual cues. More frequently used commands have
larger icons, providing faster access.
Figure 1: The new NVivo Ribbon
Everything at your fingertips
You‟ll also save time when you‟re working with the new quick coding bar in NVivo 9 thanks to „auto
suggest‟. Just as you would in an Internet browser, type the information you‟re searching for, and
a list of suggestions appears to help you find it. For example, if you‟re searching for the theme or
„node‟ called “rising sea temperatures”, type the letter “R” into the space on the coding tool bar.
You‟ll then see a list of all of the themes in your project that begin with the letter “R”. Keep typing,
“i”, then “s”, and you‟ll see all themes starting with “Ris” in your project. With just one click, you‟ll
be able to select the node you‟re looking for.
NVivo 9 has been
simplified with the
introduction of
features such as
the NVivo Ribbon.
Page 2
If you‟re using Windows 7, NVivo 9 will also let you access recent projects with one mouse click
from the Windows taskbar at the bottom of your screen. They‟re called “jump-lists”. In addition,
you‟ll have the ability to browse and manage your information by using touch to select, drag and
zoom if you‟re working with a touch-sensitive screen.
Simplifying NVivo
From streamlined help resources, to „wizards‟, NVivo 9 will also include a range of new features
that make it even easier to use. Additional „wizards‟ will take you through more complex
operations one step at a time. Also, our „help‟ resources have been redesigned to make learning
easier. For example, „voiceovers‟ will now talk you through our instructional tutorials and mini
„table of contents‟ at the top of most pages make it easy for you to get directly to the information
you need.
Stay tuned for more!
We‟ll be revealing more about new features in NVivo 9, some of which will further simplify how you
work with the software. Keep an eye out for updates on our website.
Supplementary information
NVivo 9 allows you to open and work with projects developed using previous versions of QSR
software: NVivo 8, NVivo 7, NVivo 2, NVivo 1, N6 (NUD*IST 6), N5 and N4.
QSR International Pty Ltd Second floor, 651 Doncaster Road, Doncaster, Victoria, Australia, 3108
Tel: +61 3 9840 1100 Fax: +61 3 9840 1500 Web: www.qsrinternational.com
Prefer images to words? Explore your project like never before in NVivo 9
Explore your data in new ways with NVivo 9. When the software is released in
October 2010, you’ll be able to visually display your project information through
new ‘word trees’ and ‘tree maps’. Use these diagrams to operate at a high level,
discover new insights and, as always, view the live data behind them with just
one click.
See your themes in context
In a project about climate change for example, you might start by looking for the word “pollution”.
NVivo has always been able to allow you to quickly find words in your project, but now for the first
time, you can see these words displayed in a word tree.
The screen shot below shows the word tree that’s been created after a search for “pollution” in
NVivo 9. Now you can see the context that surrounds these words in your project – including the
phrases that come both before and after the word. In this example, some of your project
respondents are attributing pollution to urban development, but others are claiming that pollution
is related to increased industrial activity.
Figure 1: A word tree which shows the word “pollution” in context
With just one click, you can drill down into the data and explore it further. Click on a few words or
a ‘branch’ in the tree, and all of the words which come before or after them will be shown in bold.
NVivo 9 allows
you to visually
display your data
in diagrams using
‘word trees’ and
‘tree maps’.
Page 2
Or right click on the words “overfishing” for example, and NVivo will automatically show you a new
tree map so you can see these words in context too.
Map the big picture
See your data in a whole new way with tree maps in NVivo 9. What makes tree maps unique, is
that they can show you how frequently a word or project item appears for example, relative to
other project items.
In a climate change project, you may want to identify the most frequently used words from an
interview with a local fisherman for example. NVivo 9 will automatically count the number of times
words appear, and then display your results in many ways, including as a tree map shown below.
Now we can easily see the most commonly used words “pollution”, “development” and “worse”
are displayed in the largest boxes to the left of the map, while the words that the fisherman hardly
mentioned are in the smallest boxes to the right. Tree maps can display hundreds of items,
making it easy to see patterns in your data.
Figure 2: A tree map showing the most frequently used words in an interview
Or in another example, create your own customized tree map using the ‘wizard’ in NVivo 9. You’ll
be taken through the process step by step. Use tree maps in this way to explore all aspects of
your project including your themes (‘nodes’), project materials (‘sources’) and demographic
information about your interview or survey respondents. Even hierarchical data can be
represented in a tree map. In the example on the following page, we’re exploring the tourism
operators that were interviewed. From the relative size of the boxes, we can see that most of the
operators based in Ohio, were male and were aged 50 – 59 years. Again, if you’d like to know
more about this group, click on the relevant box and you’ll be taken directly to the underlying
information in your project.
Page 3
What’s more, you can assign your own colors to your tree maps. In this example, yellow
represents female respondents and green represents male respondents. You have the flexibility
to choose colors that have meaning to you and your project.
Figure 3: A tree map showing demographic information for a group that was interviewed
Explore your data like never before
At the start of your project, see and explore concepts in your project visually. Use tree maps and
word trees, along with other visual features such as models and charts, to discover new insights
or direct you to the areas that need further analysis. Or use these features to quickly ask
questions of your data, or test a theory while you’re working. You can also easily track the
progress of your project and quickly identify themes or materials that need further examination. Or
if you’re part of a team, use these new features to quickly see the big picture of your project,
rather than just the small sample of information you’ve been working with.
Share your findings
All of your NVivo diagrams, including word trees and tree maps can be exported, allowing you to
share your files and findings with your clients, colleagues or supervisors at various stages of your
project. Export them from NVivo directly into reports or presentations including applications such
as Microsoft Word, Excel or PowerPoint. Or copy and paste them into memos inside NVivo, so
you’ll always be able to refer to them.
Supplementary information
NVivo 9 allows you to open and work with projects developed using previous versions of
QSR software: NVivo 8, NVivo 7, NVivo 2, NVivo 1, N6 (NUD*IST 6), N5 and N4.
QSR International Pty Ltd Second floor, 651 Doncaster Road, Doncaster, Victoria, Australia, 3108
Tel: +61 3 9840 1100 Fax: +61 3 9840 1500 Web: www.qsrinternational.com
NVivo 9 breaks new ground: introducing datasets
When we surveyed our customers and over 70 percent of you told us you worked
with mixed methods – we listened! When NVivo 9 is launched in October 2010,
you’ll be able to import and work with data in structured frameworks like
spreadsheets and databases alongside all of your other materials, including text,
audio, video and images.
Work with all material in one program
NVivo 9 will allow you to import and work with ‘datasets’ – a term we’re using to describe
qualitative data that’s stored in a structured format, including Excel spreadsheets, Access
database tables, ODBC database tables and text delimited files. What’s more, your dataset can
contain a range of data types, from text to audio and images. So now that you can work with your
open ended survey responses in qualitative data analysis software, there’s no need to reduce
them to a broad category or number.
Most importantly, you’ll be able to work with datasets in the same way that you work with all of
your other data in NVivo, so there’s no need to learn new ways of working. Just as you would with
documents or multimedia files, you can code content in datasets, annotate them, add links, view
coding stripes, search and query them and see them in your nodes or within a model. NVivo 9 lets
you work with all of your material in one program in the same way.
Work with datasets your way
In a first for our industry, you can choose to view and work with your databases and spreadsheets
in two views. Opt for the ‘table view’ (see figure 1 below) and see your data in its original format.
Your data appears in rows and columns and is similar to how it looks outside of the software. Use
this view to work with all of your data in more context. You can even filter and sort your rows. For
example, sort online survey responses by the ‘country’ column, and see all of your responses from
Americans together.
NVivo 9 will allow
you to import and
work with data
in structured
formats like
spreadsheets and
databases.
Figure 1: A dataset
in NVivo 9 shown
in a table view.
Page 2
Or, if you prefer to work through your data one response at a time, choose the ‘form’ view (see
figure 2 below). The form view is ideal when you’re working with lots of text from open ended
survey questions and you find analyzing material in a crowded table format difficult. It gives you
more space to read through and classify your data. So if you’re working through online survey
responses from tourism operators about sustainable fishing practices for example, this view lets
you see each person’s response in full.
Combine automation with expertise
We recognize that datasets usually means lots of information – so it’s often hard to know where to
start! NVivo 9 lets you automatically classify your data into themes or groups, giving you real
flexibility to manage and shape your datasets. It can also help to speed up the analysis process
and ensure there’s no need to manipulate your data before working with it.
For example, import a database containing thousands of online survey responses on the impact of
climate change, where each column holds the responses to a specific question. Ask NVivo to
create a new ‘theme’ or ‘node’ for each column, and all of the responses for a specific question will
be grouped together.
Alternatively, you might find it useful to group responses based on demographic data recorded in
other columns of your dataset. For example, you can use NVivo 9 to automatically group
responses to open ended questions based on each respondent’s country and industry – so it’s
easier for you to quickly read through all responses from American commercial fishermen or
tourism operators in New Zealand.
When you’re working with large datasets, you might also need to regroup demographic data into
‘super-groups’. For example, rather than group your data by age, you can set up age ranges to
classify your data. So all respondents who are aged 35 can be automatically classified or ‘coded’
to a group or node that you’ve called ‘Age 30-35’. You can define your own groups or ask NVivo to
create groups for you using statistical measures such as percentiles or standard deviation,
facilitating rich mixed methods analysis.
Figure 2: A dataset
in NVivo 9 shown
in a form view.
Page 3
Hundreds of open ended survey responses or notes about thousands of people in a contact
management database can be automatically ‘filed’ into manageable structures in this way. You’ll
be able to quickly see where major themes are emerging and focus your review and analysis.
Stay tuned for more!
We’ll be revealing more about new features in NVivo 9, some of which will further enhance your
ability to work with datasets. Keep an eye out for updates on our website or subscribe to our
newsletter, NSight at http://www.qsrinternational.com/subscribe-to-newsletter.aspx to have the
news delivered to your inbox.
Supplementary information
NVivo 9 allows you to open and work with projects developed using previous versions of QSR
software: NVivo 8, NVivo 7, NVivo 2, NVivo 1, N6 (NUD*IST 6), N5 and N4.
QSR International Pty Ltd Second floor, 651 Doncaster Road, Doncaster, Victoria, Australia, 3108
Tel: +61 3 9840 1100 Fax: +61 3 9840 1500 Web: www.qsrinternational.com
NVivo 9 breaks new ground: introducing datasets
When we surveyed our customers and over 70 percent of you told us you worked
with mixed methods – we listened! When NVivo 9 is launched in October 2010,
you’ll be able to import and work with data in structured formats like spreadsheets
and databases alongside all of your other materials, including text, audio, video
and images.
Work with all material in one program
NVivo 9 will allow you to import and work with ‘datasets’ – a term we’re using to describe
qualitative data that’s stored in a structured format, including Excel spreadsheets, Access
database tables, ODBC database tables and text delimited files. What’s more, your dataset can
contain a range of data types, from text to audio and images. So now that you can work with your
open ended survey responses in qualitative data analysis software, there’s no need to reduce
them to a broad category or number.
Most importantly, you’ll be able to work with datasets in the same way that you work with all of
your other data in NVivo, so there’s no need to learn new ways of working. Just as you would with
documents or multimedia files, you can code content in datasets, annotate them, add links, view
coding stripes, search and query them and see them in your nodes or within a model. NVivo 9 lets
you work with all of your material in one program in the same way.
Work with datasets your way
In a first for our industry, you can choose to view and work with your databases and spreadsheets
in two views. Opt for the ‘table view’ (see figure 1 below) and see your data in its original format.
Your data appears in rows and columns and is similar to how it looks outside of the software. Use
this view to work with all of your data in more context. You can even filter and sort your rows. For
example, sort online survey responses by the ‘country’ column, and see all of your responses from
Americans together.
NVivo 9 will allow
you to import and
work with data
in structured
formats like
spreadsheets and
databases.
Figure 1: A dataset
in NVivo 9 shown
in a table view.
Page 2
Or, if you prefer to work through your data one response at a time, choose the ‘form’ view (see
figure 2 below). The form view is ideal when you’re working with lots of text from open ended
survey questions and you find analyzing material in a crowded table format difficult. It gives you
more space to read through and classify your data. So if you’re working through online survey
responses from tourism operators about sustainable fishing practices for example, this view lets
you see each person’s response in full.
Combine automation with expertise
We recognize that datasets usually means lots of information – so it’s often hard to know where to
start! NVivo 9 lets you automatically classify your data into themes or groups, giving you real
flexibility to manage and shape your datasets. It can also help to speed up the analysis process
and ensure there’s no need to manipulate your data before working with it.
For example, import a database containing thousands of online survey responses on the impact of
climate change, where each column holds the responses to a specific question. Ask NVivo to
create a new ‘theme’ or ‘node’ for each column, and all of the responses for a specific question will
be grouped together.
Alternatively, you might find it useful to group responses based on demographic data recorded in
other columns of your dataset. For example, you can use NVivo 9 to automatically group
responses to open ended questions based on each respondent’s country and industry – so it’s
easier for you to quickly read through all responses from American commercial fishermen or
tourism operators in New Zealand.
When you’re working with large datasets, you might also need to regroup demographic data into
‘super-groups’. For example, rather than group your data by age, you can set up age ranges to
classify your data. So all respondents who are aged 35 can be automatically classified or ‘coded’
to a group or node that you’ve called ‘Age 30-35’. You can define your own groups or ask NVivo to
create groups for you using statistical measures such as percentiles or standard deviation,
facilitating rich mixed methods analysis.
Figure 2: A dataset
in NVivo 9 shown
in a form view.
Page 3
Hundreds of open ended survey responses or notes about thousands of people in a contact
management database can be automatically ‘filed’ into manageable structures in this way. You’ll
be able to quickly see where major themes are emerging and focus your review and analysis.
Stay tuned for more!
We’ll be revealing more about new features in NVivo 9, some of which will further enhance your
ability to work with datasets. Keep an eye out for updates on our website or subscribe to our
newsletter, NSight at http://www.qsrinternational.com/subscribe-to-newsletter.aspx to have the
news delivered to your inbox.
Supplementary information
NVivo 9 allows you to open and work with projects developed using previous versions of QSR
software: NVivo 8, NVivo 7, NVivo 2, NVivo 1, N6 (NUD*IST 6), N5 and N4.
QSR International Pty Ltd Second floor, 651 Doncaster Road, Doncaster, Victoria, Australia, 3108
Tel: +61 3 9840 1100 Fax: +61 3 9840 1500 Web: www.qsrinternational.com
More flexibility with new node classifications in NVivo 9
Sometimes, things are meant to be simple. That’s why when NVivo 9 is launched
in October, you’ll notice some changes in the way you organize and classify your
data. You’ll be able to take a simpler approach, which delivers more flexibility,
greater control over the way you work and richer insights.
You decide what to do and when
The way you organize your ‘nodes’ or themes in NVivo 9 has changed. You’ll no longer be forced
to create your node as either a ‘tree node’, ‘free node’ or ‘case’. Instead, you can create nodes as
you need them, and choose to classify them right away, or classify them later. You choose
whether to place your node into a hierarchical structure or not; you choose to describe it as an
entity such as a person or place, or not; you choose to record characteristics for it or not. For
example, if your node represents a person, you can choose to record characteristics such as their
age, occupation or nationality. The choice is yours and you can change it any time as your project
evolves. It’s a simpler, more logical, more fluid process. As there are no limits to how you can
organize your data, this allows for even richer analysis and insights.
Work your own way
Not only is setting up and working with nodes simpler and more fluid in NVivo 9, how you manage
them is too. For the first time, you can organize your nodes into your own unique folders and
create different folders for different aspects of your research.
For example, in a climate change project, if you were conducting interviews about pollution along
the coast, you might talk to local residents, government representatives, local factory managers
and fishermen. You could create a folder called “respondents” and place all the nodes for these
groups in there. Or, if you’re working in a team, create a folder for each team member, and store
the nodes they’ve created there. Just set up a structure that suits you and work your way. It really
is that simple.
Create your own groups of attributes
Let’s consider ‘cases’ further. Up until now, ‘case’ nodes were the only nodes that could have
attributes, such as demographic information, assigned to them. In NVivo 9, you’ll be able to create
nodes that represent anything at all – like people, places and organizations. What’s more, you’ll
be able to assign any type of demographic data or attribute to each of them.
Currently in NVivo, if your project contains more than one type of entity or ‘case’, such as a
‘person’ or ‘organization’, you must use the same set of attributes to describe every case.
Node
classification
structures are
changing in
NVivo 9, which
delivers more
flexibility, greater
control and richer
insights.
Page 2
For example, if you want to record the nationality of each person in your project, NVivo also
requires you to record the nationality for each organization in your project, and note that it is ‘not
applicable’. In NVivo 9, you’ll be able to create your own group of attributes for each node to suit
your research - use a different group of attributes for a node that represents an organization, and
a different group again for a node that represents a person.
In our climate change project for example, you can create nodes that represent each respondent,
and store demographic data there like gender, age and occupation. You might also create nodes
that represent each of the factories along the coast, and store a different set of attributes there,
such as number of employees and location.
To save you time, NVivo 9 also comes with some ‘out of the box’ functionality. You’ll be able to
categorize your node as a person for example, and use the default attributes that have already
been set up. This list may be helpful in getting you started, and you can choose whether you use
all of the attributes, some of them, or create your own.
Richer analysis and greater insight
Assigning any attributes you like to any nodes you like means it’s now easier to ask more detailed
questions of your data than ever before. It means your analysis is richer and you can glean more
insight. For example, NVivo 9 can easily tell you whether local residents aged 30 – 35 years felt
differently about pollution than those aged 50 – 55 years; or whether different themes emerged
from the interviews with managers from factories with more than 100 employees, when compared
to those with less than 100 employees. The same data can be easily represented in your charts
and models too, making them more powerful than ever before.
A smooth transition
Importantly, if you’re already using NVivo 8 for example, you don’t have to change the way you
work if you don’t want to. Existing node structures from NVivo 8 are preserved when you open
your project in NVivo 9. Remember, we haven’t taken anything away in NVivo 9. All we’ve done is
given you more choice.
Watch this space
Keep an eye out for our next announcement to find out about further enhancements to NVivo 9’s
classification capabilities.
Supplementary information
NVivo 9 allows you to open and work with projects developed using previous versions of
QSR software: NVivo 8, NVivo 7, NVivo 2, NVivo 1, N6 (NUD*IST 6), N5 and N4.
QSR International Pty Ltd Second floor, 651 Doncaster Road, Doncaster, Victoria, Australia, 3108
Tel: +61 3 9840 1100 Fax: +61 3 9840 1500 Web: www.qsrinternational.com
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Text analytics: A new approach to analysis in NVivo 9
If you’re short of time, you’ll love the benefits of NVivo 9’s new text analytics features. NVivo 9 will be released in October 2010, and it will enable you to explore your data in a brand new way – making analysis faster and simpler and allowing you to very quickly get a picture of your data.
With NVivo 9, you’ll be able to sit up above your data and drill down into it using new automated features to quickly grasp themes and patterns. At the start of your project before you’ve even read your data, see and explore concepts in your materials. Use new automated features to direct you to the areas that need more in depth analysis. Or use them to quickly test a theory or hunch while you’re working. Or if you’re analyzing large volumes of data, use them for much faster analysis. It’s your choice. We understand that automated features don’t replace a researcher’s thinking and that analysis needs to be controlled by you. Choose to take a top down or a bottom up approach, or combine elements of both to suit your way of working.
Use NVivo 9’snew automated
s to quicklfeature ygrasp themes and
patterns.
A new way of exploring your data
We’ve already revealed some of NVivo 9’s new automated features. Earlier in the year we announced that NVivo 9 lets you automatically classify the data stored in database tables into themes or groups. You’ll have real flexibility to manage and shape your data, particularly when you’re working with large amounts of information. Now we can also reveal that we’ve built on the ability to search for information in NVivo 9 through our existing ‘text search’ and ‘word frequency’ queries. New automated features make these existing queries more powerful. Now you can control how broad your searches are – from an exact word match, to words that are similar in meaning.
An automated process that you control
In a climate change project for example, you might start by exploring the theme of “pollution”. But your respondents might have also used variations of the same word, such as “pollute”. Or they may have used words such as “contamination”, “waste” or “impurity” to describe the same theme, and you want to identify this too. In NVivo 9, we’ve automated this process. With just a few clicks, search for words that are similar in meaning, or search for the broadest possible matches, such as “dirty” and “smog”. There’s no need to think of the words to search for, and you’ll get a much more accurate picture of your information, quickly and easily.
A more thorough approach to analysis
Many words can be used to mean the same thing. So, apply the same automated features when using a ‘word frequency’ query to identify the most frequently used words in selected materials (‘sources’) or themes (‘nodes’). NVivo 9 will automatically find the number of times an exact word appears (eg “pollution”), or the number of times words with similar meanings appear (eg “contamination” and “waste”). Then watch as NVivo 9 displays your results in a table format, or visually in a tag cloud, or a tree map.
What’s more, these new automated features work, not just for English word searches, but for searches in French, German, Spanish, Japanese and Portuguese too.
Watch out for more!
Watch the website for more announcements about new features in NVivo 9. NVivo 9 can now be pre ordered prior to its release in October 2010 at a 10% discount.
Supplementary information
NVivo 9 allows you to open and work with projects developed using previous versions of QSR software: NVivo 8, NVivo 7, NVivo 2, NVivo 1, N6 (NUD*IST 6), N5 and N4.
Page 2 Tel: +61 3 9840 1100 Fax: +61 3 9840 1500 Web: www.qsrinternational.com QSR International Pty Ltd Second floor, 651 Doncaster Road, Doncaster, Victoria, Australia, 3108