NVIvo 11 workshop. Hui Bian Office for Faculty Excellence

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1 1 NVIvo 11 workshop Hui Bian Office for Faculty Excellence

2 Contact information 2 bianh@ecu.edu Phone: Joyner Library, room 1006 Website: atisticsresearch/

3 Download NVivo11 from 3 ECU Go to download.ecu.edu to request NVivo 11

4 Goals of workshop 4 Know how to organize data and results How to create nodes through coding How to run Word frequency query How to run Text search query

5 Data sample 5 Data sample used is: Environmental Change Down East Researchers conducted many interviews Gather newspaper articles Photographs and maps A survey

6 Open NVivo 6 If it is the first launch of the software, you need to put your initial in. If it is not the first launch of the software, you should see this interface:

7 Open NVivo 7 Your research study is called Project in NVivo. Click Blank Project to get this window

8 Open NVivo 8 Title: is your NVivo project file name Click Browse to tell NVivo where you want to save this project file

9 Open NVivo 9 The initial of current user profile are displayed on the status bar. In a team project, user profile can be used to keep track of the work done by team members.

10 Open NVivo 10 Here is the initial

11 NVivo HELP 11 NVivo help: go to File > Help

12 NVivo help: From QSR 12 Iterative process

13 NVivo help 13 Remember that NVivo can help you to manage, explore and find patterns in your data but it cannot replace your analytical expertise.

14 Components of NVivo 14 project Here is the structure of NVivo project

15 Sources 15 Project items and research materials: the data you collected. After click Sources, we get this: NVivo uses folders to organize data sources and results. If you click Folders, you should see all folders.

16 Sources 16 Sources include Internals: materials that you can import or create in NVivo project, such as interview recordings or transcriptions, field notes, photos, etc. Externals: materials that you CANNOT import into NVivo, such as reference books in the library, webpages, handwritten letters, etc.

17 Sources 17 Sources include (continue) Memos: your reflections, your thoughts about the project. Framework Matrices: summarize sources material in a matrix.

18 sources 18 Sources

19 Prepare documents for 19 import Before import any sources to NVivo, you need to prepare your documents. The interview transcripts saved as Word documents (or text files). Could use paragraph styles to format the headings for questions (if you ask the same questions), later on you can use auto coding to code them.

20 Prepare documents for 20 import Prepare your documents Use Word or Excel to document a log of what you are doing date and time, location, the events that took place, the surrounding conditions and your personal feelings about the events.

21 Prepare documents for 21 import Use Excel to document the demographics of your participants. Use Word (texts or table) to document video and audio contents.

22 Internal folders 22 Use folders to organize your sources Four default folders from NVivo: Internals, Externals, Memos, and Framework Matrices. Let s focus on Internals folder.

23 Internal folders 23 Organize your sources: first set up sub-folders under Internals folder. Highlight Internals > Go to Create > Click Folder Or right click Internals and then click New Folder.

24 Creating folders 24 Exercise: create three subfolders: Interview, Dataset, and Pictures.

25 Import sources into NVivo 25 Documents Transcribed interviews Focus group discussions Observations Field notes Survey responses Policy documents Other text materials

26 Import sources into nvivo 26 Documents: material formats Word files PDF Rich text format (.rtf) Text (.txt)

27 Import documents 27 Import documents Click Interview subfolder (make sure this subfolder is opened) Click Data > Documents

28 Import documents 28 The following interview files are imported: Barbara, Charles, Dorothy, Margaret, Robert, Susan, Thomas, Williams

29 Import documents 29 Documents in Interview subfolder

30 Import documents 30 Double click document name. The document is displayed in Detail View. You can edit this document by clicking Click to edit.

31 Import documents 31 Edit documents

32 Import videos and audios 32 Import video or audio files into NVivo Formats Audio(.mp3,.wma,.wav) Video (.mpg,.mpeg,.mpe,.wmv,.avi,.mov,.qt,.mp4)

33 Import videos and audios 33 Import video or audio files Click Interviews subfolder Click Data > Videos or Audios We import two files: Ken.wmv (video) and real estate agent hq.mp3 (audio)

34 Import videos and audios 34 After import video to NVivo, you should see a new tab called MEDIA.

35 Transcribe video clip 35 Transcribe video clip while listen Open the video source. Make sure you are in edit mode. On the Media tab, in the Playback group, under Play Mode, click Transcribe. Select playing speed

36 Transcribe video clip 36 Click Play/Pause. A new transcript entry is added. Enter the content. Click Stop when you have completed an entry. The end time is added to the Timespan field.

37 Transcribe video clip 37 Here is an example

38 Import transcript into 38 NVivo Import video and audio transcripts to Nvivo Open the audio or video source Click Click to edit On the Media tab, in the Import group, click Transcript Rows.

39 Import VIDEO transcript 39 into NVivo Click this arrow to choose Table Row

40 Import VIDEO transcript 40 into NVivo Match Transcript Filed with Import Data Field

41 Import VIDEO transcript 41 into NVivo

42 Edit transcripts in NVivo 42 Edit transcripts in NVivo Select the row or timespan you want to listen to. On the Media tab, in the Selection group, click Select Media from Transcript. Then click Play or Play Transcript Media button to play video You can make any changes for the content.

43 Edit transcripts in NVivo 43

44 Edit transcripts in NVivo 44 You can change the speed and volume of playing video clip

45 Import pictures into NVivo 45 Import a picture Click sub-folder: Pictures Click Data > Pictures Open a picture To hide a log: on the Picture tab, in the Display group, uncheck Log.

46 Import pictures into NVivo 46

47 Editing pictures 47 Edit a picture To create a note about the whole picture: simply type in the Content column To create a note about a portion of the picture: type the contents in the log and select whole log row. Click and drag on the image to make a selection. On the picture tab: click Assign Region to Rows

48 Editing pictures 48 Select a part of the picture Click Select this row

49 Import datasets into NVivo 49 Import Excel dataset Our example contains survey responses. With brief text entries will serve as classifications (such as age or gender). Click Datasets sub-folder Click Data > Survey > From Microsoft Excel File

50 Import datasets into NVivo 50 This is a new feature of NVivo 11

51 Import datasets into NVivo 51 The respondents will be stored as cases. Closed-ended questions (demographics) are created as case attributes. Open-ended questions are created as nodes.

52 Import datasets into NVivo 52 Click Next to get

53 Import datasets into NVivo 53 Click Next to get The ID variable in our dataset is Respondent. The name of new classification sheet is Survey Respondent. You can change the name to something else.

54 Import datasets into NVivo 54 We need to tell NVivo the type of survey questions: closed-ended or open-ended

55 Import datasets into NVivo 55 Click Next to get

56 Import datasets into NVivo 56 Click Finish

57 Import datasets into NVivo 57 Inside Datasets folder, we see imported Survey data excel file. Click Nodes: we see

58 Import datasets into NVivo 58 Click Nodes > Survey data Five new nodes were created based on five open-ended questions. The number of references is 104 because we have 104 respondents. This new feature saves us some coding time.

59 Import datasets into NVivo 59 Click Cases > Survey data They are case nodes.

60 Import datasets into NVivo 60 Click Classifications > Case Classifications If we click the plus sign in front of Survey, we will get a detailed information of this classification.

61 Import datasets into NVivo 61 Survey classification ReturnDate, Township, etc., are demographics. They are also attributes. You can click each attribute to edit.

62 Nodes 62 Node: a place to store references about themes, case, or relationship. Two types of nodes Theme nodes Case nodes

63 Nodes 63 Theme nodes: a collection of references about a specific theme, topic, concept, idea or experience. We gather evidence for themes by coding sources at the node.

64 Nodes 64 Case node: a place to store demographics attributes to a case Use them as the basis for comparison

65 Coding 65 Coding sources is a way of gathering references to a specific topic, theme, person or other entity. The process of coding can generate themes.

66 Coding 66 Coding strategies Working in a source, select content and code it. Auto coding: for survey questions Coding using queries: Word frequency and text search Coding in a node

67 Theme nodes 67 The references are stored in a node. The same piece of text can be stored in many nodes. You can store portions of image, video, or audio in a node.

68 Create a new node folder 68 Nodes can be stored under the general Nodes folder or subfolders. Examples: create a new node subfolder labeled as: Themes.

69 Create theme nodes and 69 Coding Create a node without coding in List View Example: one theme emerged from the sources or data: Environmental change. Open Themes folder Create > Node Type Environmental change.

70 Create theme nodes and 70 Coding

71 Create theme nodes and 71 Coding Interview of Barbara as an example Read the content and highlight anything related to any new themes Go to Analyze > in Coding group > Code

72 Create theme nodes and 72 Coding We get this window Make sure the Themes folder is open. Then click New Node button at the left bottom corner.

73 Create theme nodes and 73 Coding Type Development as the name for this new node

74 Create theme nodes and 74 Coding Here is the result: inside Themes folder, we have two nodes.

75 Create theme nodes and 75 Coding Coding in sources Basic coding in documents, PDFs, and memos: select a few words, a whole passage or all text in the source. Click and drag to the nodes.

76 Create theme nodes and 76 Coding Basic coding in pictures: select and drag to the nodes A region of the picture Text in the Content column of the picture log The entire picture source

77 Create theme nodes and 77 Coding Open any node and open the source. The coded texts or sentences are highlighted.

78 Case nodes 78 In NVivo, cases are nodes that represent subjects in research study. We can have case nodes for people, places, organizations, etc. Case nodes have attributes such as age, gender, township, etc.

79 Case nodes 79 Create a case node We want to create case nodes for people who were interviewed. First create a folder called People inside Case folder

80 Case nodes 80 People folder

81 Case nodes 81 Create case nodes from sources Select all interview transcripts Click Create > In the items group, click Create As Cases

82 Case nodes 82

83 Case nodes 83

84 Case nodes 84 Create cases by importing case classifications (recommended) We should put cases demographic information in an Excel file

85 Case nodes 85 Make sure People folder is selected Data > in Import groups, click Classification sheets

86 Case nodes 86

87 Case nodes 87 Select Case classification

88 Case nodes 88

89 Case nodes 89

90 Case nodes 90

91 Case nodes 91 Click Classifications, we should see Person classification

92 Case nodes 92 View classification sheet in case nodes Select all cases nodes Right click > Open Classification Sheet

93 Remove coding 93 Remove coding at selected nodes Select the content or source you want to uncode. On the Analyze tab, in the Uncoding group, click Uncode

94 Remove coding 94 Tell NVivo you want to remove selected text from which node

95 Remove coding 95 Remove a reference or part of a reference from a node Open the node. Select the content you want to remove. On the Analyze tab, in the Uncoding group, click Uncode from This Node.

96 Remove coding 96 Uncode from This Node

97 Query: text search 97 Example: search Environmental Change Text search: Query > Text Search Key words: Environment OR/AND Change

98 Query: text search 98 Text search criteria Click Special, you can choose AND, OR, NOT, etc. The slider controls how exact the search is.

99 Query: text search 99 Search results

100 Query: text search 10 0 Select interview transcript for Barbara, all keywords are highlighted.

101 Query: text search 10 1 Read highlighted texts and code them into new nodes or into existing nodes.

102 Query: word frequency 10 2 Word frequency: Query > Word Frequency

103 Query: word frequency 10 3 We want to run word frequency for the 30 most frequent and exact matches.

104 Query: word frequency 10 4 Summary

105 Query: word frequency 10 5 Highlight any word and right click, we can add this word to the Stop Words List. For example Henry

106 Query: word frequency 10 6 Word Frequency results: word cloud

107 Query: word frequency 10 7 Get a picture file of word cloud Right click the word cloud > Click Export Word Cloud

108 Query: word frequency 10 8 Highlight any word you think important and code it as a new node Example: highlight word: water Right click > Create as node

109 Query: word frequency 10 9 Look at references for Water node

110 Query: word frequency 11 0 Look at summary for Water node

111 Relationship nodes 11 1 Relationships must be based on existing items Created in Relationships folder or from a model. Relationship nodes consist of three elements Two project items A relationship type Nvivo includes only one relationship type by default, Associated. You can create additional types.

112 Relationship nodes 11 2 Create a relationship type We are going to create a new type called threatened On the Create tab > click Relationship Type (in Classifications group) > choose One Way as relationship direction

113 Relationship nodes 11 3 A new relationship type: Threatened

114 Relationship nodes 11 4 Create a relationship node Highlight relationships folder Go to Create > click Relationship (in Nodes group)

115 Relationship nodes Click first Select for From, then choose Environmental change node. 2. Click second Select for To, then choose Fishing node. 3. Click third Select for Type Name, then choose threatened. 4. Color: use Red

116 Relationship nodes 11 6 The next step is gathering evidence for relationship nodes. We need to do some coding.

117 11 7

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