NVIVO 9 :Part 2

Linking - searching - modelling charting - visualising - reporting

Patsy Clarke,
p.clarke@oxfordbrookes.net*
NVIVO trainer Ed. developer - Researcher

Revised for March 2011

* or

patsy@qualitania.com

Course schedule
Module 3: Analysis activities
o Linking (continued)
See also links ; hyperlinks
o Searching : Finds and Queries
o Collections: Sets and Search folders
Module 4: Data visualising and reporting activities
o Charts
o Models
o Exporting and reporting
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Aims and objectives

o Aim: To enable participants to use the
further features of NVIVO 9 as follows:
o Objective data analysis: further types of linking;
a range of finds and queries including word and text
searches, coding, and matrix searches; collections
of project items
o Objective data reporting: To represent graphically
research assumptions, hunches and findings using
NVIVO Models, charts and visualisations;
o Objective: To extract or export project items for use
e.g. in research write-ups
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How NVIVO 9 can help

Part 2 of the course:
Links between ideas/items
Search and scope filtering with sets and attributes to
ask questions and develop and test ideas & theories
Models, charts and visualisations to display ideas and
theories
Reports extraction for inclusion in written work
YOU, with your research questions, select and
drive/control the software to help you manage,
collect, engage with and get evidence for your
research claims/ results/ recommendations.

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Link types
o Annotations: For footnotes or margin scribbles on selected
content in a source/ node (blue shading)
o Memos: Comments/reflections on an entire
document/node/ or concepts /ideas that may become
your writings
o External links/hyperlinks: links to material external to the
NVIVO project e.g. files or websites
o See also links for connections between project items (pink
shading) 108
o Hyperlinks to external files or websites

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Starting with Part 2

1. In Module 3 and 4 we will work with the
NVIVO sample project: Environmental
change down East project.
2. Open the NVIVO 9 program
3. Remember - it takes a while so be patient
even if nothing seems to be happening.
4. The sample project should be available
listed on the Welcome screen
5. Select the project to open

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Module 3

Module 3: Activity 1 Hyperlinks

o Link to material external to NVIVO but
without an internal document to write
your ideas or notes
o The document you link from has to be
editable so Click Edit in the document
o Select in Charles interview his
reference todingbatter> Right click>
Links> Hyperlink > New hyperlink> type
in: http://en.wiktionary.org/wiki/dingbatter > OK.
Module 3

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Activity 2 See also links

Linking to an entire source or node
o To link selected content to an entire source or node:
o Select the content you want to link from e.g. a piece of text in
Q4 of the interview transcript of Barbara.
o Right click> Links > See Also Link >New See Also Link
o The New See Also Link dialog box is displayed.
o To link to an /existing item
o With the Option as Existing Item
o Click the Select button.
o The Select Project Item dialog box is displayed.
o Seek & select the required item, e.g. image of Competing
water uses in the folder: Internals/Area and Township
Information Sources
o Click OK.
o To see the links View menu> Links> select link type
o (Also see Help: Adding links in different types of sources)
Module 3

Searches

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Finds and Queries

o Look for (with Find bar) - simple and
advanced search for project items
o Queries - simple and advanced for
actual content including:
Word frequency
Text search
Coding search
Matrix search
Compound and Group queries
Module 3

113

Activity 3 Find project items

1.
2.
3.
4.
5.
6.
7.
8.

Find all nodes with names that include fishing in their name and
create a Set for them
Locate the Find /Look for toolbar
In the Look for field type fishing
In Search In field, select All Nodes
Click Find now
Select/highlight all the found items > right click > choose
Create /Create As Set
Name the set Nodes about fishing
From Collections in the Navigation view, check it appears in the
Sets

Module 3

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Sets vs. Search folders

o Sets are collections of items you select
and are fixed unless you add items
manually
o Search folders are collections that
meet criteria you select. They update if
new items are added to the project
that meet those criteria
o Before you run an Advanced Find you
can Add to project as search folder
to create and name a search folder
115
for the results.

Activity 4 Advanced find

1.

Search for all women of 40-49 who participated in

the research
2. On the Find toolbar > select Advanced Find
3. Set Search criteria to Nodes >Select the
Advanced tab
4. From Define more criteria/Interaction >Select
Attribute
5. Expand Person> select Gender >OK
6. Value field will indicate (equals value) Female
7. Click the button> Add to List
8. Repeat for Define more criteria/ Interaction field
9. Select Attribute >Expand Person >Select Age
Group> Scroll to 40-49
10. Add to list
11. Click Find Now
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12. Results are displayed in the List View.

Module 3

Advanced find (cont.)

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Module 3

Query features
o Add to project saves the query so that you can rerun it later. (Also have to name it to save it)
o Some queries have Query Options where you can
select to Preview (an unsaved listing of where the
content was found) OR Create as New Node (or
New Set) etc. (Also have to name it to save it)
o Each query requires Criteria specific to the type of
query
o Run carries out the search
o OK does NOT run the search but only saves those
you chose to Add to Project
o Results in the Results folder are not editable move
any you need to work with from there to e.g. Nodes
Module 3

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Activity 5 Word frequency

1.
2.
3.
4.
5.
6.

To check what words, or a subset of them, used in

the interviews and focus groups run a Word
frequency query
In Queries List view > right click >New Query > Word
Frequency
Change Of >All sources to Selected Items then
select Internals > Interviews
For the words type 500 with a minimum length e.g. 4
Click on Run (not OK)
(There is also the option to select a range from
Exact words through Stemmed Synonyms
Specifications Generalisations)
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Module 3

Activity 5 (cont.)
6. From the list check the variations
related to environment. To check a
words use within the interviews,
double-click on the word.
7. (To remove words right click and
Add to stop word list and re-Run)
8. View the results as a Tag Cloud or a
Cluster analysis from the right hand
Tab.
9. Other options include 3-D maps from
the ribbon with extra Word frequency
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options

Output - Word frequency

List of words
in count
order or
change to
alphabetical
order

3-D
cluster
map

Cluster
analysis

121

Module 3

Activity 6 Text search query

1.
2.
3.
4.
5.
6.

7.
8.

Find where and in which context the words fishing - or

related - are mentioned in the interviews
In navigation view >Queries > right click in List view > New
query > Text search
Tick the box Add to project (this will save if you want to rerun
later)
Under the tab General > Name > type TS fishing
Under the tab Text Search Criteria >type fish crab
For Finding matches move slider until you see Stemmed
(Other options are Exact, Synonyms, Specialisations and
Generalisations
Under the tab Query Options > Option > leave default
Preview Only (Later you can rerun and save it as a Node) >
Run
To change or rerun the most recent query, you can also
rerun it from the ribbon Explore > Last run query .
(There is also the option to Store Query Results if you did not
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include a save option in the Query already).

Text search output

o The vertical tab on the right hand side of the Detail
view has the following options:
o Summary previews where the text is located
o Reference provides all the references found
o Text displays the text only (with a Narrow context =
5 words on either side
o Picture, Audio, Video and Dataset display from those
sources
o Word Tree visualises the context of the words ; Word
Tree ribbon has options to change the root word
and expand the context (number of words)
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Text search results

Summary

(Text) References

Word Tree

124

10

Results (continued)
1.

2.

3.

If the extracts are too limited (default is Narrow= 5 words

either side) you can select all (Ctrl-A) then right click to
expand Coding context to Broad=paragraph; OR
Custom=your choice e.g 10 words either side etc. ; OR Entire
source
To change or rerun the most recent query, from the ribbon
Explore> Last run query . (There is also the option to Store
Query Results if you did not include a save option in the
Query already).
(It is also possible to include other features in text requests
e.g. the input (with quote marks):
fish crab ~ 4 will result in each entry where the word fish
has occurred within 4 words of crab.

fish crab ~4

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Activity 7 Coding query

o
o
o

What memorable quotes are coded habitat or

landscape?
Navigation view >Queries>Queries> New Query >
Coding Query
Advanced tab, then from Coded At > Any selected
node, then Select
From the child nodes of Natural Habitat tick
o Habitat and Landscape >Add to List
o Leave the option AND
o Tick Memorable quotes >Add to list
Run
126

11

Coding query (cont.)

127

Matrix coding query

o To see the output of a matrix coding
query that has already been run see
Queries>Results
E.g. Attitudes on commercial fishing by
community

o Then we will look at the matrix coding

search query that led to those results in
Queries>Queries
o Then we will create and run a new
matrix coding search
Module 3

128

12

Activity 8 Matrix query

1.

We are going to look at How do

different age groups discuss the
natural environment of the Down
East region?
Construct a matrix coding query
with all Age groups in the Rows
and Natural environment nodes in
the Columns as follows:
Select Queries from navigation
view menu >New Query> Matrix
Coding
Select Add to Project and name
the query Natural environment
issues by age
Select Matrix coding Criteria tab
Select Rows tab
(continued)

2.

3.
4.
5.
6.

129

Module 3

Matrix coding query (continued..)

7.
8.

9.

To define the rows click

the Select button
From the next displayed
pop-up highlight Node
classifications> expand
(DO NOT TICK YET)
Person> Age group>
Then tick only the
selected age groups >
click the OK button
N.B. Click the Add to List
button for the selected
age groups to be
included in the matrix
rows
(continued)

Module 3

130

13

Matrix coding query (continued..)

10. For columns, select the
Columns tab
11. Select as you did for the
rows but highlight - DO
NOT TICK YET - Nodes >
expand Natural
environment> then tick
only each of its child
nodes>OK
12. N.B. Click the Add to List
button for the issues to be
included in the Matrix
columns.
Module 3

(continued)

131

Matrix coding query (continued..)

13.

From the Matrix tab > leave

the default AND

14.

Select the Run button

15.

You may need to wait for the results to complete populating

the table of results

Module 3

132

14

Activity 8 (cont.) Matrix result

15. View results including content in each cell

16. Right click to check different Matrix cell content
options, or add Matrix Cell Shading
17. You can save in Results or Nodes/Matrices
18. Can also Right click to Export results of a matrix as
an Excel table or as text
133

Module 3

Module 4 Data reporting

1. Charts
2. Create Models
Dynamic (working) models
Static models (at each stage for audit
trail)

3. Export or Report items from your

NVIVO project
134

15

Activity 1 Chart your data

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

Chart the aggregated node Natural environment by the

age groups
From the ribbon select Explore > Visualisations >Charts to
display the Chart Wizard
Select Coding>Next
Select > Coding by node attribute value for a node (the 5th
option in the list) >Next
For the Node field select Natural environment> OK
For the X axis attribute select Node classification > expand
Person> select Age Group>OK
Click on All attribute values to select the option All values
except unassigned and not applicable > Finish
When the chart displays you can change the chart from the
ribbon from Type of chart to display > Finish
The graph bars are live to the underlying data
Right click on chart to > Copy > for pasting to a document or
report/display (OR) Export Chart as an image for insertion in a
report/display
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Natural environment by age

Module 4

136

16

Chart of Matrix search result

137

Module 4

Models
Models are useful for your first thoughts and can be
developed as your ideas, hunches and findings develop
as well as to present your findings or recommendations.
Below is the model using the project relationship item
Lack of time decreases motivation with the sources it
coded

Module 4

138

17

Activity 2 Create models

We will now model the relationship about Tourism
and environmental change
Navigation view > Models
In List view > right click > select New Model >
name it Tourism and environmental. change
Click OK. This opens the Model frame in Detail
view
Save the project at this point
To make more space, on the ribbon go to View
and deselect Docked (OR select Undock all).

1.
2.
3.
4.
5.

N.B. Repeated use of screen undocking can cause

memory problems so use sparingly

139

Module 4

Activity 2 (cont.)
From the Detail view > right click to Add Project
Items > from Nodes expand Economy > select the
Tourism node > OK
7. From the Add associated data pop-up select e.g.
Sources coded > click All associations to change
to Selected Associations > Select > expand
Internals > tick Interviews
8. When the model displays you can add further
items e.g. Nodes > expand Natural environment >
select Environment change. Similarly add the
Interview sources
9. Click in an empty space in the model to deselect
the shapes then move individual shapes as
required
10. If required expand shapes to make text readable
6.

Module 4

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18

Activity 2 (cont.)
10. Add or change shapes from the ribbon
Models/Shape
11. Double click on the connectors to change the
connector wording
12. To adjust fill colours, connector weight and
colours, and other features, select the item and
make changes from the ribbon Home/Format

13. Appropriate images e.g. photos, can be

substituted for shapes from the ribbon
Home/Format > Fill >then select Image instead of
Color and Browse for and select the image.
141

Module 4

Model output

142

19

Activity 3 Export models

1. To export your model into Word or
PowerPoint > right click on your model >
Select All
2. Put your cursor on the selected objects in
your model > right click > Copy
3. Open Word (or PowerPoint) > right click >
Paste
(OR Right click then select Export model)
(For static models: Right click >
Create As> Create as Static Model)

Module 4

143

Activity 4 Export project items

o In addition to the copy /paste and print
options from e.g. documents, nodes and
models there are a range of exports with
various options all available for saving and
printing as well as summary reports or
extracts from :
Navigation view/ >Reports
Formats to save
include:
.doc/x
.rtf, txt, .pdf
.xls/ xlsx
.htm/ html

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Module 4

20

Report of Node structure

o Navigation> Reports> Node
structure report
o Click the right hand Select button
o Select Automatically
select hierarchy
o Select Economy
and Natural environment
(all child nodes will be included)
145

Module 4

Summary report output

146

21

Suggestions
o Build your evidence and audit trail with:
Project and coding journal entries for
development of analysis
Dated memos about key concepts (Ctrl>Shift>T)
Save static models at stages of the study

o Support analysis findings by:

Save and rerun Queries with different data
Compare how evolving Sets respond to queries
Use Matrix tables and charts to quantify claims
147

Module 4

What have we learnt?

o In this part of the course you learnt to:
1. Run a range of queries e.g. word
frequency, text search, coding and
matrix searches
2. Graphically represent the research
assumptions, hunches and findings with
models
3. Chart features in the project
4. Obtain summary reports or export
project items for use outside NVIVO
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22

Feedback on workshop
Online at:
http://bit.ly/nvivo9
10 short questions
anonymous responses
Thank you!

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