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Introduction to NVivo
Louise Annis and Marieke Guy
QAA Scotland visit
Wednesday, 25th January 2017
Nvivo is a piece of software that
supports qualitative and mixed
method research. It will help you
organise, analyse and find insights
in unstructured data. It allows you
to ask questions of your data.
• Non-numerical – as oppose to quantitative data
• Descriptive information
• Word based but may also include images, video,
audio files etc.
• Difficult to analyse – requires objectivity
• At QAA may be in the form of review reports, SWS,
SED, consultation responses (internal and external)
• Analysis can produce themes, insights and
recommendations
Qualitative data
Analysing qualitative data
Extract
themes
Identify
relationships
Highlight
differences
Create
generalisations
Identify
similarities
From Helen Dixon,
Education Consultant
Getting started:
Nvivo projects
• Click on NVivo icon on desktop, or in programmes list
• Get started by opening a new project, or an open project (if in
desktop mode will be stored on hard drive - .nvp)
• Will automatically select desktop unless set to server
• File > manage > Connections > Add
• Then tick default box to set as a
preference
• Can set file locations in same place
(Scotland may want to store files on
a shared drive)
• Desktop most appropriate for now…
• Create a project
Nvivo desktop (or standalone)
• Located at: http://nvivo/nvivo10/ - Marieke is admin
• Licensed for 1 processor, 5 Client Access Licenses (CALs)
• CALs can be used by:
 Named users - specified user accounts (not groups) that have 1 CAL reserved for
their specific use. These user accounts have a guaranteed server connection at all
times.
 Concurrent users - user accounts that do not have any CALs reserved for their
use. These user accounts require 3 CALs each. Concurrent or 'floating' users
connect to NVivo Server on a first-come, first-served basis. A concurrent user can
only connect if there are available CALs.
• Lou and myself are named users, which currently leaves 1
concurrent user – may make more sense to name users?
Nvivo server
Nvivo workspaceRibbon
Navigation
view
List view Detail view
Find bar
Status bar
Can customise using the
View and Layout tabs
• Home – main workspace and editing features
(sources will tend to be in read-only mode)
• Create – new nodes, memos, matrices, classifications
• External data – bringing in sources
• Analyse – coding, links annotations
• Query – searches and text queries
• Explore – reports
• Layout – layout of the workspace
• View – shows coding stripes, different views
Nvivo Tabs
Nvivo approach
Explore
Import
Code
Query
Memo
Visualise
Reflect
• Make sure your sources are named appropriately
• Can import .doc, .rtf, .pdf, .xls files & SurveyMonkey
• Can import social media (Twitter, Facebook,
LinkedIn feeds) using Ncapture (for IE & Chrome)
• Can carry out some level of autocoding on word
documents
• Can edit source properties
Importing sources
• Gathering all the information about a topic together
for further exploration – you code into nodes
• Allows you to identifying patterns
• Nodes can be topics, people, places, sections of the
Quality Code, sections of a report, positive
feedback etc.
• Different projects require different approaches
Coding in NVivo
You will decide on an approach to coding based on
methodology, data available, time available and
intended outcome.
• Nodes can:
 be theory-driven vs data-driven or deductive vs inductive (before vs after)
 be descriptive, thematic or analytic
 be hierarchically arranged – tree, parent, child
 be auto coded (when sources are imported), based on queries, manually
coded,
 consist of entire sources
• Make sure your team members code consistently –
can run a coding comparison query to check
Approaches to coding
• Highlight the relevant area in your source and right
click
• To create a node in advance Create tab > Node or
right click when in node navigation view
How to code
• Each node should encompass just one
concept
• Data can be coded at multiple nodes
• Arrange nodes in trees when it is
useful
• Coding stripes can be helpful
• Case nodes are types of nodes
(people, places, providers) – they have
attributes - more on this tomorrow
Notes on nodes
• Very useful function, especially if need to work fast
 Text search query - Find and analyse words and phrases
 Word frequency query – Most frequently occurring words, tag cloud
 Matrix coding query – Using classifications and attributes
 Compound query – brings together two queries
• Use the query wizard if unsure
Running queries
• Use Boolean (“”) and special box
• Specify which items (can restrict by folders, nodes
etc.)
• Specify required result
(narrow, broad, custom)
• Run – may need to be
refined if no results
Text searches
Task 1
1. Create a new project
2. Add in sources (e.g.
recent ELIR reviews)
3. Discuss a question for
your analysis e.g. TNE, e-
learning, PGR
4. Code one source
(inductive or deductive) –
try auto-coding
• Keeping a log of the project
• Especially useful when working on Nvivo server
with multiple users
• Keep notes on:
 Project aims: goals, assumptions
 Sources: where they are from, what is their remit, how they are organised
 Project progress: why you have
chosen the nodes, coding carried
out, results so far, queries that have
been run
Memos
• Collections - groupings of links to
project items – for convenience
 Sets – static set of links
 Search folders – dynamic (changes as items added)
 Memo links – all memos
 Annotations
• Also note ‘search’ and ‘advance find’
Organising NVivo
• You can record notes and comments about specific
content
• Make selection > Analyse tab > New Annotation
• The annotations tab may be toggled on and off to
view the content of an annotation
• To close annotations View tab > Links group >
untick annotations
• Can also create links between sources and
hyperlinks to external sources
• Ensure editing is enabled to do this
Annotations
• Reports – e.g catalogue of sources
• Models – tools for exploring visualisations. Similar
to using Mindjet with quick
import from project
• Categorisations –
more on this later
• Visualisations
 Cluster analysis
 Tree maps
 Graphs
Other useful things…
Graph
Cluster analysis
Tree map
Glossary
Term Definition
Source Your data: documents, spreadsheets etc.
Code Process of assigning nodes to data.
Node Conceptual representation of codes – theme node or
case node (subdivisions e.g. people, types of provider).
Classification Descriptive information about the sources, nodes and
relationships in your project.
Attributes Data (often demographic) about your classifications –
can be mandatory and pre-set (e.g. review outcome).
Models Tool to explore and visualise concepts etc.
Task 2
1. Run a text query – try a
text search and a word
frequency query
2. Have a look at the
different visualisation tools
3. Create a graph of your
coding so far
4. Write a memo for your
work so far
Resources
• Nvivo help: http://help-
nv10.qsrinternational.com/desktop/welcome/welcome.ht
m
• QSR Website: http://www.qsrinternational.com/
• QSR on YouTube:
https://www.youtube.com/user/QSRInternational
• QSR LinkedIn:
https://www.linkedin.com/groups/145388
• QSR on Facebook:
https://www.facebook.com/qsrinternational/
• QSR on Twitter: https://twitter.com/QSRInt
Useful resources
qaa.ac.uk
enquiries@qaa.ac.uk
+44 (0) 1452 557000
© The Quality Assurance Agency for Higher Education 2015
Registered charity numbers 1062746 and SC037786

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Introduction to NVivo

  • 1. Introduction to NVivo Louise Annis and Marieke Guy QAA Scotland visit Wednesday, 25th January 2017
  • 2. Nvivo is a piece of software that supports qualitative and mixed method research. It will help you organise, analyse and find insights in unstructured data. It allows you to ask questions of your data.
  • 3. • Non-numerical – as oppose to quantitative data • Descriptive information • Word based but may also include images, video, audio files etc. • Difficult to analyse – requires objectivity • At QAA may be in the form of review reports, SWS, SED, consultation responses (internal and external) • Analysis can produce themes, insights and recommendations Qualitative data
  • 5.
  • 7. • Click on NVivo icon on desktop, or in programmes list • Get started by opening a new project, or an open project (if in desktop mode will be stored on hard drive - .nvp) • Will automatically select desktop unless set to server • File > manage > Connections > Add • Then tick default box to set as a preference • Can set file locations in same place (Scotland may want to store files on a shared drive) • Desktop most appropriate for now… • Create a project Nvivo desktop (or standalone)
  • 8.
  • 9. • Located at: http://nvivo/nvivo10/ - Marieke is admin • Licensed for 1 processor, 5 Client Access Licenses (CALs) • CALs can be used by:  Named users - specified user accounts (not groups) that have 1 CAL reserved for their specific use. These user accounts have a guaranteed server connection at all times.  Concurrent users - user accounts that do not have any CALs reserved for their use. These user accounts require 3 CALs each. Concurrent or 'floating' users connect to NVivo Server on a first-come, first-served basis. A concurrent user can only connect if there are available CALs. • Lou and myself are named users, which currently leaves 1 concurrent user – may make more sense to name users? Nvivo server
  • 10.
  • 11. Nvivo workspaceRibbon Navigation view List view Detail view Find bar Status bar Can customise using the View and Layout tabs
  • 12. • Home – main workspace and editing features (sources will tend to be in read-only mode) • Create – new nodes, memos, matrices, classifications • External data – bringing in sources • Analyse – coding, links annotations • Query – searches and text queries • Explore – reports • Layout – layout of the workspace • View – shows coding stripes, different views Nvivo Tabs
  • 14. • Make sure your sources are named appropriately • Can import .doc, .rtf, .pdf, .xls files & SurveyMonkey • Can import social media (Twitter, Facebook, LinkedIn feeds) using Ncapture (for IE & Chrome) • Can carry out some level of autocoding on word documents • Can edit source properties Importing sources
  • 15. • Gathering all the information about a topic together for further exploration – you code into nodes • Allows you to identifying patterns • Nodes can be topics, people, places, sections of the Quality Code, sections of a report, positive feedback etc. • Different projects require different approaches Coding in NVivo
  • 16. You will decide on an approach to coding based on methodology, data available, time available and intended outcome. • Nodes can:  be theory-driven vs data-driven or deductive vs inductive (before vs after)  be descriptive, thematic or analytic  be hierarchically arranged – tree, parent, child  be auto coded (when sources are imported), based on queries, manually coded,  consist of entire sources • Make sure your team members code consistently – can run a coding comparison query to check Approaches to coding
  • 17. • Highlight the relevant area in your source and right click • To create a node in advance Create tab > Node or right click when in node navigation view How to code
  • 18. • Each node should encompass just one concept • Data can be coded at multiple nodes • Arrange nodes in trees when it is useful • Coding stripes can be helpful • Case nodes are types of nodes (people, places, providers) – they have attributes - more on this tomorrow Notes on nodes
  • 19. • Very useful function, especially if need to work fast  Text search query - Find and analyse words and phrases  Word frequency query – Most frequently occurring words, tag cloud  Matrix coding query – Using classifications and attributes  Compound query – brings together two queries • Use the query wizard if unsure Running queries
  • 20. • Use Boolean (“”) and special box • Specify which items (can restrict by folders, nodes etc.) • Specify required result (narrow, broad, custom) • Run – may need to be refined if no results Text searches
  • 21. Task 1 1. Create a new project 2. Add in sources (e.g. recent ELIR reviews) 3. Discuss a question for your analysis e.g. TNE, e- learning, PGR 4. Code one source (inductive or deductive) – try auto-coding
  • 22. • Keeping a log of the project • Especially useful when working on Nvivo server with multiple users • Keep notes on:  Project aims: goals, assumptions  Sources: where they are from, what is their remit, how they are organised  Project progress: why you have chosen the nodes, coding carried out, results so far, queries that have been run Memos
  • 23. • Collections - groupings of links to project items – for convenience  Sets – static set of links  Search folders – dynamic (changes as items added)  Memo links – all memos  Annotations • Also note ‘search’ and ‘advance find’ Organising NVivo
  • 24. • You can record notes and comments about specific content • Make selection > Analyse tab > New Annotation • The annotations tab may be toggled on and off to view the content of an annotation • To close annotations View tab > Links group > untick annotations • Can also create links between sources and hyperlinks to external sources • Ensure editing is enabled to do this Annotations
  • 25. • Reports – e.g catalogue of sources • Models – tools for exploring visualisations. Similar to using Mindjet with quick import from project • Categorisations – more on this later • Visualisations  Cluster analysis  Tree maps  Graphs Other useful things…
  • 27. Glossary Term Definition Source Your data: documents, spreadsheets etc. Code Process of assigning nodes to data. Node Conceptual representation of codes – theme node or case node (subdivisions e.g. people, types of provider). Classification Descriptive information about the sources, nodes and relationships in your project. Attributes Data (often demographic) about your classifications – can be mandatory and pre-set (e.g. review outcome). Models Tool to explore and visualise concepts etc.
  • 28. Task 2 1. Run a text query – try a text search and a word frequency query 2. Have a look at the different visualisation tools 3. Create a graph of your coding so far 4. Write a memo for your work so far
  • 30. • Nvivo help: http://help- nv10.qsrinternational.com/desktop/welcome/welcome.ht m • QSR Website: http://www.qsrinternational.com/ • QSR on YouTube: https://www.youtube.com/user/QSRInternational • QSR LinkedIn: https://www.linkedin.com/groups/145388 • QSR on Facebook: https://www.facebook.com/qsrinternational/ • QSR on Twitter: https://twitter.com/QSRInt Useful resources
  • 31. qaa.ac.uk enquiries@qaa.ac.uk +44 (0) 1452 557000 © The Quality Assurance Agency for Higher Education 2015 Registered charity numbers 1062746 and SC037786

Editor's Notes

  1. This presentation template includes examples of the slides available. Select Master slides, as appropriate, to create a presentation best suited to your content and requirements. Notes are included for guidance and these should be removed before finalising. Additional guidelines are available on Qmmunity, in the QAA Brand site, along with approved images. http://qmmunity.qaa.ac.uk/agency-resources/brand/Pages/Welcome.aspx Title slide: A title slide must be used in all presentations. It includes the presentation title in grey text at 40pt, and the presenter’s name and job title in 32pt. The event title and date are both 32pt, in a colour taken from the colour palette. Colours: This presentation template contains a pre-set colour palette which should be used consistently throughout the presentation.
  2. Full colour slide with key text: This slide is used to highlight key text, such as pull-out quotes, questions for the audience or statement text. Images must not be used on full-colour slides. Use a large text size and fill the space appropriately. Text should be left justified. Ensure high contrast between the text and background colour i.e. light text on dark backgrounds, dark text on light backgrounds. This slide is available in the Slide Master layout. To change the background colour, go to View – Slide Master – click background – Home – Shape fill (choose colour from QAA colour palette).
  3. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  4. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  5. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  6. Full image slides: A selection of full-page image slides are available to use. Images are available in Qmmunity, in the QAA Brand site. These slides are effective as divider slides, to introduce new sections, and headings can be added with a coloured panel behind the text to ensure legibility. The coloured panel is 22cm wide with a 40% opacity. Text should be a maximum of two lines (for longer titles, use the full-colour slide). The transparent coloured background should match the colour palette.
  7. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  8. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  9. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  10. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  11. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  12. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  13. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  14. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  15. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  16. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  17. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  18. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  19. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  20. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  21. Text and image slides (2): Images should add value to a presentation and also be relevant to the theme of the slide/presentation where possible. It is important to use images only when necessary and not to over-clutter the slide. If a slide feel empty, consider using a larger text size, a coloured background or a footer.
  22. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  23. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  24. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  25. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  26. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  27. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  28. Text and image slides (2): Images should add value to a presentation and also be relevant to the theme of the slide/presentation where possible. It is important to use images only when necessary and not to over-clutter the slide. If a slide feel empty, consider using a larger text size, a coloured background or a footer.
  29. Bullet points: Bullet point text should be at least 24pt to maintain legibility. No more than four bullets points per slide is recommended. Keep bullets points concise. Don’t try to fit too much on one slide – use two slides instead.
  30. End slide: This end slide must be used in all presentations. It must not be altered or amended. Contact the Design Team if you have any special requests.