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QSR NVIVO v8
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Qualitative Data Analysis with QSR NVivo
1.1.1.1 Aims
The aim of this document is to give an overview of QSR’s NVivo Tool for the analysis of
quantitative data.
1.1.1.2 Objectives
When you have completed these exercises you should be able to:
Use NVivo to find and collate relevant ideas and themes emerging from the data.
1.1.1.3 Pre-requisites
This document assumes that you are familiar with the use of a computer keyboard and
mouse, and Microsoft Windows based products.
1.1.1.4 Acknowledgements
Thanks to Martyn Stewart for provision of the interview files for the geology exercise.
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Copyright
Learning & Information Services
Liverpool John Moores University
2006
2 Getting Started......................................................................................................5
5 Creating a Project...............................................................................................15
10 Browsing Documents......................................................................................31
11 Annotating Documents...................................................................................33
14 Nodes................................................................................................................39
© Barry Duggan, L&SS, LJMU 2010 1 Qualitative Data Analysis with QSR NVIVO
1 Introduction: Quantitative and Qualitative Research
Broadly speaking, there are two distinct research methodologies:
QSR NVivo has been designed to help you analyse large amounts of anecdotal (or
qualitative) material, in the form of interview transcripts, magazine articles, images,
videos or book sections. Your data analysis will usually take the following steps, which
will be each be dealt with in this course:
1. Create an NVIVO Project. This is a simple database which will contain all the
documents and files associated with your research. You must create a project
for each research undertaking.
2. Import the Data. You can either type your data directly into your project, or
you can import already existing documents.
3. Annotate your data. You can insert comments and prompts in your data, to
remind you of ideas and strategies that you might want to address later on, or
highlight sections of your data that seem to be of particular interest.
4. Code Your Data. This is the process of reading through your data to find
important sections and ideas. If a section of a document seems important, you
can highlight it, or copy it into a ‘node,’ a special area of your project
dedicated to storing that section and others like it.
At the end of this process you will have a number of nodes, each containing a
set of similar or related ideas. You can then code these nodes in the same
way to identify their main themes, and so on. In this way you can easily
identify, collect and sort the main ideas contained in large amounts of data.
© Barry Duggan, L&SS, LJMU 2010 2 Qualitative Data Analysis with QSR NVIVO
2 Getting Started
Objectives To copy some existing content to your local computer.
Method Copy some ready-made content files from the L: drive (Library
drive) to your M: drive (Personal File Store) to use in this course.
There are 4 files. Each is a transcript of an interview with a
student, describing why they chose their particular Geology
course.
We will use NVivo to analyse this data, and identify some factors
influencing choice of course.
Follow the instructions below to obtain your copy on the data.
2.1 Click on Start > JMU Applications > System Utilities > Change
Library
This displays the Connect Library Screen
Expand the ‘Change To’ dropdown list and select ‘Avril Robarts
LRC’ from the options displayed.
A message is displayed:
Click on ‘OK’.
Minimise all programs so you can see your desktop.
Click on the ‘My Computer’ icon.
You will see an icon for your L: drive under Network Drives:
© Barry Duggan, L&SS, LJMU 2010 3 Qualitative Data Analysis with QSR NVIVO
© Barry Duggan, L&SS, LJMU 2010 4 Qualitative Data Analysis with QSR NVIVO
3 Opening QSR NVivo on the LJMU Network
Objectives To open the NVivo program.
Method Follow the steps below to open NVivo on your LJMU network
computer.
Comments QSR NVivo version 8 must be installed on your PC. This is
available on request by emailing the CIS helpdesk on
helpdesk@ljmu.ac.uk
© Barry Duggan, L&SS, LJMU 2010 5 Qualitative Data Analysis with QSR NVIVO
4 Exploring an Existing Project
© Barry Duggan, L&SS, LJMU 2010 6 Qualitative Data Analysis with QSR NVIVO
Objectives To learn how to open an existing NVivo project.
Method Follow the steps below to open the Volunteering project
Comments The Volunteering project is provided as an example of an Nvivo
project. Later in this course you will learn how to create your own
projects to store and analyse your own data.
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4.2 The Nvivo Project Window
The project screen is divided for convenience into several regions:
© Barry Duggan, L&SS, LJMU 2010 8 Qualitative Data Analysis with QSR NVIVO
4.3 Exploring an Nvivo Project Window
Double click on any of the items in the Sources list to expand the
list of data folders associated with your project.
© Barry Duggan, L&SS, LJMU 2010 9 Qualitative Data Analysis with QSR NVIVO
There are several different types of object that can go to make up your
Nvivo project:
Sources These objects contain or refer to the data you are
analysing. There are two types:
© Barry Duggan, L&SS, LJMU 2010 10 Qualitative Data Analysis with QSR NVIVO
Classifications Classifications allow you to apply attributes to a
data item, such as age, gender etc. It is also possible
to specify relationships between data items.
© Barry Duggan, L&SS, LJMU 2010 11 Qualitative Data Analysis with QSR NVIVO
5 Creating a Project
© Barry Duggan, L&SS, LJMU 2010 12 Qualitative Data Analysis with QSR NVIVO
Objectives To investigate and become familiar with the NVivo project structure
Method Create a new project in NVivo, navigate to the project folder and
explore the contents
Comments The Project is the top-level NVivo object, which contains all the
elements and components of your research task. Each project
exists as a separate file, of the form projectname.nvp
Enter a name and description for the project. The name should be
something memorable, which will help you to identify the project
later.
By default, your project details will be stored in a file called ‘M:\My
Documents\ProjectName.nvp’. Click on the ‘Browse’ button to store this file
in another location if you so wish.
Click on the ‘OK’ button to create your project. This displays the Nvivo
project window.
© Barry Duggan, L&SS, LJMU 2010 13 Qualitative Data Analysis with QSR NVIVO
example, you can create folders to store text items, videos, and images.
Right click on the ‘Internals’ folder in the folder view
Select New Folder from the drop-down list. This displays the ‘New Folder’;
window
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Exercise 1. Create a Project
Objectives To solidify the skills involved in creating a new NVivo project.
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6 Preparing to Import Data
Objectives To learn how to prepare your data for best use with NVivo.
Method Use appropriate document formatting and save your data file in
Microsoft Word format (.doc).
Comments If your data already exists in the form of Word documents, you can
import these files into NVivo. NVivo can import files in a variety of
formats, including .doc, .docx, .rtf and .pdf.
Also certain document formats will make your life much easier
when dealing with NVivo, so be sure to format your data correctly.
© Barry Duggan, L&SS, LJMU 2010 16 Qualitative Data Analysis with QSR NVIVO
7 Importing Text Data into your NVivo Project
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Objectives To learn how to import data from existing files into NVivo.
Method Use the ‘Import Internals…’ facility
Comments You can import existing files directly into the Internals folder.
However, since we have created a special folder, we will import
our data directly into the folder reserved for Interviews.
Select Import Internals… from the drop-down menu. This open the Import
Internals dialog box
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Click on the Browse button and navigate to the location of the file you
want to import.
Select the required files and click on the Open button. This returns control
to the Import Internals box.
Click on the OK button.
The documents are imported into Nvivo, and displayed in the List pane
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8 Creating a New Document in Your Project
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Objectives To learn how to create a new document directly in your NVivo
project.
Method Create a blank document in your NVivo project, for direct data
entry
Comments You can create empty document files in your NVivo project, into
which you can type your data directly.
Select New External… from the drop down list. This displays the new
External box.
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A new empty document is created in the Externals folder of your Nvivo
project.
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9 Importing Videos and Graphics
Objectives To learn how to import videos and graphics
Method Use the Import Internals… facility.
Comments You can import videos, graphics and audio files into Nvivo, and
annotate them in much the same way as you can documents.
Here we will import a video and a graphic into the specially
prepared folders.
Videos can be in one of several formats, including .mp4, .wmv and
.avi
Audio file formats supported include .mp3, .wma and .wav.
Image file formats supported are .bmp, .gif, .jpg, .jpeg, .tif or .tiff
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9.2 Import a Graphic
Open the desired target folder in the folder list
Right click on the List Pane and select Import Internals…
This opens the Import Internals dialog box
Click on the Browse button and navigate to the location of the image file
you want to import.
Select the required file and click on the Open button.
Click on OK in the ‘Import Internals’ dialog box
There is a pause while Nvivo imports the required file.
When this is complete the Picture Properties box is displayed.
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Exercise 2. Import Data into your Project
Objectives To practise importing documents into your NVivo project
Geography_interview_with_Melissa_B.MP4
Import the following Image file into folder Internals\Images
Scotland.gif
In the picture properties box, give this image the name ‘Map of
Scotland.’
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10 Browsing Documents
Objectives To learn how to view and edit the documents contained in your
NVivo project.
Method Explore the different ways of using the Detail View
Comments Once a file has been included (or created) in the NVivo project, it
is possible to view and edit it by means of the Detail View.
Files can be edited from the Detail View. However, it is important
to realise that any changes you make here are not reflected into
the original documents.
You can use the detail view to edit your text. Toolbar buttons are
provided analogous to those in Microsoft Word for alignment,
changing fonts, making text bold etc.
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© Barry Duggan, L&SS, LJMU 2010 27 Qualitative Data Analysis with QSR NVIVO
11 Annotating Documents
Objectives To learn how to use the Annotation Tool.
Method Open a document from your project and create notes to interesting
or significant sections.
Comments Sometimes, as you read your data, it can suggest useful lines of
research, or inspire an idea that you would like to jot down for
later.
NVivo provides you with an Annotation Tool, which allows you to
make notes on a document as you read it.
© Barry Duggan, L&SS, LJMU 2010 28 Qualitative Data Analysis with QSR NVIVO
12 Watching and Annotating Videos
Objectives To learn to use the Video tool
Method Use the video tool to watch and annotate video..
Comments The video tool allows you to create video transcripts, or to add
comments highlighting significant points of your videos
Right click on the video to access play and pause controls, or use
the media tool bar
Use the button on the video toolbar (or right click on the video
window and select Play) to run the video
Pause the video when you want to make an annotation
Enter comments in the Content field
You can add start and end times of interesting sections in the
Timespan field (e.g. 0:50.1 – 0:58.0)
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13 Working with Images
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Objectives To learn to use the NVivo Image tools
Method View an image and add annotation.
Comments The Image Tools allow you to store notes with pictures, mark out
particular parts of pictures, and store sections of existing pictures
as new images.
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13.4 Using Part of an Image to Create a New Image
While the image is open in detail view, click-and-drag the mouse
around the desired section
Right click in the marked area and select Copy
Right click in the List View and select Paste
The New Picture dialog box is displayed.
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14 Nodes
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Objectives To learn how to create various kinds of nodes, and understand the
differences between them
Method Create a free node and a tree node
Comments A node is a type of file that you use to gather together ideas about
your data. There can be many nodes associated with your project,
and they can all be shared between several files. For example, as
you read through the documents in your project, you may notice a
recurrent theme referring to “influence of the environment.” You
could create a node called “Influence of the Environment,” which
you could use to record the relevant data, together with details of
the documents where it was found. It is best to restrict each node
so it only contains data relating to one theme. However, the same
piece of data can belong to several nodes simultaneously.
There are three types of nodes:
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Enter a suitable name and description and select OK.
The new node now appears in the List View.
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Exercise 3. Creating Nodes
Objectives To practice creating nodes in your NVivo project
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15 Analysing (Coding) Your Data
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Objectives To begin analysing (coding) your data
Method Use the Detail View to scan your documents, and place important
ideas in nodes.
Comments Although we have discussed one method for creating nodes, it is
in fact more usual to create nodes as you are scanning your
documents. In this way you can create nodes to represent ideas
that seem important as you read; you do not need to have already
decided what ideas you are looking for.
This process is called Coding your document.
You can code your ideas in Free nodes, or in Tree nodes, or a
combination of both.
You can even code your data into new nodes as you read your
documents. This is the most often the way you will work; to create
all your nodes in advance you must be able to anticipate all the
themes that will arise from your data. It is rare to be able to do this,
and any attempt to do so will inevitably be coloured by your own
preconceptions. It is usually best to create most of your nodes as
you scan your documents.
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Click on OK
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15.2 Creating a New Free Node While You are Scanning Your
Document
Open the required Document in the Detail View.
Begin reading your document.
When you find an idea that seems important, that you would like to
code into a free node that does not already exist:
Click on OK.
The node will now appear amongst the other Free Nodes
15.3 Creating a New Tree Node While You are Scanning Your
Document
Open the required Document in the Detail View.
Begin reading your document.
When you find an idea that seems important, that you would like to
code into a Tree node that does not already exist:
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Select Code Selection
Click OK
The node will now appear among the other Tree Nodes
© Barry Duggan, L&SS, LJMU 2010 41 Qualitative Data Analysis with QSR NVIVO
Exercise 4. Coding Data
Objectives To analyse and code the data in your project
Method Use the instructions provided in the previous section to code the
data in your project.
© Barry Duggan, L&SS, LJMU 2010 42 Qualitative Data Analysis with QSR NVIVO
16 Browsing and Coding Nodes
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Objectives To learn how to use the browse nodes in the Detail View.
Method Use the Detail View to scan your nodes, and refine the way in
which your data is encoded.
Comments Once your data is encoded, you can view and edit the nodes with
the Detail View.
As you read the data encoded in your nodes you may notice that
new themes and ideas emerge. You can capture these by applying
the coding process to your nodes.
For example, in your project you may have a node relating to Field
Trips. By browsing this you notice that field trips were a positive
influence on some, but a negative influence on others. In that case
you may decide to code your node into two new nodes, to
distinguish between the positive and negative influences.
16.2 Creating a New Free Node While You are Scanning Your
Document
Open the required node in the Detail View.
Begin reading your Node.
When you find an idea that seems important, that you would like to
code into a free node that does not already exist:
© Barry Duggan, L&SS, LJMU 2010 44 Qualitative Data Analysis with QSR NVIVO
This displays the New Node dialog box
Click on OK.
The node will now appear amongst the other Free Nodes
16.3 Creating a New Tree Node While You are Scanning Your
Document
Open the required Node in the Detail View.
Begin reading your Node.
When you find an idea that seems important, that you would like to
code into a Tree node that does not already exist:
Click OK
The node will now appear among the other Tree Nodes
© Barry Duggan, L&SS, LJMU 2010 45 Qualitative Data Analysis with QSR NVIVO
Exercise 5. Coding a Node
Objectives To refine and clarify the data coded into a node.
Method Use the instructions provided in the previous sections to code the
Field Trips node. This node contains data on both the positive
and negative influences of field trips. We will code this data to
separate these out for further analysis.
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17 Summarising Your Findings
Objectives To learn how to use the NVivo Chart facilities, to summarise your
analysis.
Method Use the Coding Chart facility to summarise your data
Comments Once your data is encoded, you can create a coding Chart to
summarise how nodes are coded within documents. The coding
chart will show how much of each document is taken up by each
node.
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© Barry Duggan, L&SS, LJMU 2010 48 Qualitative Data Analysis with QSR NVIVO
APPENDIX: Further Information
FURTHER READING
The following text is recommended:
GIBBS. G.R. (2002) Qualitative Data Analysis :Explorations with NVivo. Open University
Press. Buckingham.
Copies are held at all three of LJMU’s Learning Resource Centres. Its class number is
300.285 53 GIB. See the LJMU Library Catalogue to check availability.
For instructions on how to download this and all other home-use software.
© Barry Duggan, L&SS, LJMU 2010 49 Qualitative Data Analysis with QSR NVIVO