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  • Oxford Centre for Staff andLearning Development

    NVIVO 8 :Part 2NVIVO 8 :Part 2Querying - linking - modelling -

    charting - reporting

    NVIVO 8 :Part 2NVIVO 8 :Part 2Querying - linking - modelling -

    charting - reporting

    Oxford Brookes - March 2010

    Patsy Clarke,

    NVIVO trainer-Educational developer-Researcher

    &Alex Friend,, CSD

  • 1

    Course scheduleCourse schedule

    Module 3: Analysis activities

    Externals (linking cont.)

    See also links



    Module 4: Data reporting activities



    Exporting and reporting

    Wrap up & end78

    Aims and objectivesAims and objectivesAim: To enable participants to use thefurther features of NVIVO 8 includingFinds & Queries, Sets, Modelsand Charts

    Objective data analysis: To perform a range ofqueries including word and text searches, coding,compound and matrix searches; to create Sets ofproject items and Relationships between projectitems

    Objective data reporting: To represent graphicallyresearch assumptions, hunches and findings usingNVIVO Models and Charts; to export project itemsfor use in research write-ups.


  • 2

    How NVIVO 8 can helpHow NVIVO 8 can helpDay 2 of the course:Links between ideas/itemsSearch and scope filtering with sets and attributes to

    ask questions and develop and test ideas & theoriesModel and chart to display ideas and theoriesReports extraction for inclusion in written work

    Next course:Working with multimedia data e.g. graphics, audio-and video-data

    YOU with your research questions select anddrive/control the software to help you manage,collect, engage with and get evidence for yourresearch claims/ results/ recommendations.


    Link typesLink types

    Annotations: For footnotes or margin scribbles on selectedcontent in a source/ node (blue shading)

    Memos: Comments/reflections on an entiredocument/node

    External links: links to material external to the NVIVO project

    See also links for connections between project items (pinkshading)Module 3 81

  • 3

    Notes to read before startingNotes to read before starting

    1. In completing Module 2 and with Module 3 and 4we will work with the NVIVO Volunteering tutorialproject which compares perceptions andmotivations about volunteering work in a sampleof Australian and US adults.

    2. Open the NVIVO 8 program

    3. N.B. It takes a while so be patient even if nothingseems to be happening.

    4. The Volunteering project should be available inthe list of project on the Welcome screen

    5. Select the project to open

    6. Page references refer to the booklet:Teach yourself NVIVO8 - the introductorytutorials by Lyn Richards (Abbrev. TYNV8).

    Module 382

    Activity 9 Linking to external fileActivity 9 Linking to external file

    1. Create an Externali.e. a document/source within the NVIVO projectthat links to a file or webpage external to NVIVOe.g. a PowerPoint presentation

    2. Sources > External > List view > right-click > Newexternal >General tab > Name it Photopresentation

    3. External tab > Type > File link > File path > Browsefor file Images of Volunteers_Discussion Photos >Open > click OK

    4. Blank External opens for your notes (or List view >right-click on name > Open External)

    5. To open presentation file : In List view > right-clickon name > Open External File

    Module 383

  • 4

    Activity 10aActivity 10a See alsoSee also linkslinksLinking to an entire source or node

    To link selected content to an entire source or node:Select the content you want to link from e.g. apiece of text in the interview transcript of Grace.Right click> Links > See Also Link >New See Also LinkThe New See Also Link dialog box is displayed.To link to an /existing itemWith the Option as Existing ItemClick the Select button.The Select Project Item dialog box is displayed.Seek & select the required item, e.g. the interviewtranscript of Nick.Click OK.


    Activity 10bActivity 10b See alsoSee also links (cont.)links (cont.)

    To link two chunks of selected content e.g.text in Grace interview to text in NickinterviewOpen the source or node you want to link fromits content isdisplayed in Detail View.If you are linking to content in another project item, open thesource or node that you want to link to, so that both items areopen in Detail View.Select the content chunk that you want to link to (thedestination of your link).On the Edit menu, click CopySelect the content chunk that you want to link from.On the Edit menu, click Paste As See Also Link.The See Also link is created.(Can add the reverse process for a two way link)

    (To see the details of the shaded links, with your cursorin Detail view, from View menu select See AlsoLinks)


  • 5



    Module 4: Finds and QueriesModule 4: Finds and Queries

    Look for (Find) - simple and advancedfor project items

    Queries - simple and advanced foractual content

    Word frequency

    Text search

    Coding search

    Matrix search

    Module 387

  • 6

    Activity 1 Find project itemsActivity 1 Find project items1. Find all project items that refer to Mary (p89) and create a Set for

    them (p38)

    2. Locate the search /Look for toolbar

    3. In the Look for field enter Mary select All folders

    4. Click Find now

    5. Select/highlight all the found items > right click > choose Create/As set

    6. Name the set Mary

    7. Check that it appears in the Sets from the left menu bar

    Module 388

    Activity 2 Advanced findActivity 2 Advanced find1. Search for all women of 20 29 with tertiary education (p91)2. On the search toolbar > click Options > Advanced Find3. Set Look for to Cases >Click on the Advanced tab4. Using drop down boxes >choose Age group=20-29 > Add to list5. Repeat for Education=Tertiary > Add to list6. Repeat for Gender=Female >Add to list7. Click Find Now8. Case nodes of Anna, Annie, Grace and Stephanie appear in the List View9. Highlight them >right click >choose Create /As Set10. Name the set Female20-29Tertiary

    Module 3


  • 7

    Query featuresQuery features

    Add to project saves the query so that you can re-run it later. (Have to name it to save it)Some queries have Query Options where you canselect to Preview (an unsaved listing of where thecontent was found) OR Create as New Node (orNew Set) etc. (Have to name it to save it)Each query requires Criteria specific to the type ofqueryRun carries out the searchOK does NOT run the search but only saves thoseyou chose to Add to ProjectResults in the Results folder are not editable moveany you need to work with from there to e.g. FreeNodes.

    Module 390

    Activity 3 QueriesActivity 3 Queries

    1. To check what words arose in the interviews andfocus groups run a Word frequency query

    2. In Queries List view > right click >New Query >Word Frequency

    3. Change Of >All sources to Selected Items thenchoose Internals > Focus groups > Interviews

    4. For the words choose a minimum length

    5. Click on Run (not OK)

    6. In the results check the variations related to thenotion of motivation

    7. View the results as a Tag Cloud

    Module 391

  • 8

    QueriesQueries -- Word frequencyWord frequency

    Extracted from results

    Module 3 92

    Activity 4 Text search queryActivity 4 Text search query1. Find where and in which context the words commit[ment] or

    passion[ate] are mentioned in the interviews and focus groups(p 92)

    2. In navigation view >Queries > right click in List view > New query > Textsearch

    3. Tick the box Add to project (this will save if you want to rerun later)4. Under the tab General> Name >type TS motivation or reason5. Under the tab Text Search Criteria >type motivation OR reason6. Tick the Stemmed option (this includes e.g. motivated/ motivates

    etc.#)7. Under the tab Query Options> Option >Select Create results as New

    Node8. Section Location > Select >choose Free Node> Click OK9. Section Name> type TS motivation or reason10. Section Spread coding >Spread to > Specify >Broad context11. Click on Run > Results appear in the detailed view12. Check that the new Free node TS motivation or reason has been

    created13. To change or rerun the most recent query, from the menu Tools >

    Query> Last run query . (There is also the option to Store Query Results ifyou did not include a save option in the Query already).

    # Optional method is to use wild cards e.g. commit* or passion*

    Module 393

  • 9

    Activity 4 (continued)Activity 4 (continued)Step 1. Store and name the


    Step 2. What to search for

    Step 3. What to do with the results

    Step 4. Run the query

    Module 394

    Activity 5 Coding query (p98)Activity 5 Coding query (p98)1. To explore Is social interaction an important issue for women in the

    study?2. Queries > right click in List view > New query > Coding3. Tick Add to project >tab General >section Name > name it:

    Coding_social interaction & women4. Under tab Coding Criteria > Advanced tab5. Use the drop down menus, choose Coded at > click Select > Any

    case where > select > Gender > Equals Value > Female> OK6. Click Add to List7. Repeat steps 4 5 but choose Coded at > Any selected node >

    Select button8. In the next window highlight (NOT tick) Tree Nodes >open Personal

    goals by click


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