NV9 Part2 March 2011 Clarke Revised

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NVIVO 9 :Part 2NVIVO 9 :Part 2Linking - searching - modelling -charting - visualising - reporting

NVIVO 9 :Part 2NVIVO 9 :Part 2Linking - searching - modelling -charting - visualising - reporting

Patsy Clarke,[email protected]*

NVIVO trainer Ed. developer - Researcher

Revised for March 2011

* or [email protected]


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How NVIVO 9 can helpHow NVIVO 9 can helpPart 2 of the course:Links between ideas/itemsSearch and scope filtering with sets and attributes to

ask questions and develop and test ideas & theoriesModels, charts and visualisations to display ideas and

theoriesReports extraction for inclusion in written work

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

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Link typesLink types

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

o Memos : Comments/reflections on an entiredocument/node/ or concepts /ideas that may becomeyour writings

o External links/hyperlinks: links to material external to theNVIVO 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 2Starting with Part 2

1. In Module 3 and 4 we will work with theNVIVO sample project: Environmentalchange down East project.

2. Open the NVIVO 9 program3. 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 screen5. Select the project to open

Module 3 109

Module 3: Activity 1 HyperlinksModule 3: Activity 1 Hyperlinks

o Link to material external to NVIVO butwithout an internal document to writeyour ideas or notes

o The document you link from has to beeditable so Click Edit in the documento Select in Charles interview his

reference todingbatter> Right click>Links> Hyperlink > New hyperlink > typein: http://en.wiktionary.org/wiki/dingbatter > OK.

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Activity 2Activity 2 See alsoSee also linkslinksLinking to an entire source or nodeo 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 itemo With the Option as Existing Itemo 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 TownshipInformation Sourceso Click OK.o To see the links View menu> Links> select link typeo (Also s ee Help: Adding links in different types of sources)

Module 3

SearchesSearches

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Finds and QueriesFinds and Queries

o Look for (with Find bar) - simple andadvanced 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

113Module 3

Activity 3 Find project itemsActivity 3 Find project items

Module 3 114

1. Find all nodes with names that include fishing in their name andcreate a Set for them

2. Locate the Find /Look for toolbar 3. In the Look for field type fishing4. In Search In field , select All Nodes5. Click Find now6. Select/highlight all the found items > right click > choose

Create /Create As Set7. Name the set Nodes about fishing8. From Collections in the Navigation view, check it appears in the

Sets


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Advanced find (cont.)Advanced find (cont.)

Module 3

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Query featuresQuery features

o Add to project saves the query so that you can re-run it later. (Also have to name it to save it)

o Some queries have Query Options where you canselect to Preview (an unsaved listing of where thecontent 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 ofquery

o Run carries out the searcho OK does NOT run the search but only saves those

you chose to Add to Projecto Results in the Results folder are not editable move

any you need to work with from there to e.g. Nodes

Module 3 118


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ActivityActivity 55 Word frequencyWord frequency

1. To check what words, or a subset of them, used inthe interviews and focus groups run a Wordfrequency query

2. In Queries List view > right click > New Query > WordFrequency

3. Change Of >All sources to Selected Items thenselect Internals > Interviews

4. For the words type 500 with a minimum length e.g . 45. Click on Run (not OK)6. (There is also the option to select a range from

Exact words through Stemmed Synonyms Specifications Generalisations)

Module 3 119

ActivityActivity 55 (cont.)(cont.)6. From the list check the variations

related to environment. To check awords use within the interviews,double-click on the word.

7. (To remove words right click andAdd to stop word list and re- Run)8. View the results as a Tag Cloud or a

Cluster analysis from the right handTab.

9. Other options include 3-D maps fromthe ribbon with extra Word frequencyoptions 120


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OutputOutput - - Word frequencyWord frequency

Module 3 121

List of wordsin countorder or change toalphabeticalorder

Cluster analysis

3-Dcluster

map

ActivityActivity 66 Text search queryText search query1. Find where and in which context the words fishing - or

related - are mentioned in the interviews2. In navigation view > Queries > right click in List view > New

query > Text search3. Tick the box Add to project (this will save if you want to rerun

later)4. Under the tab General > Name > type TS fishing

5. Under the tab Text Search Criteria >type fish crab6. For Finding matches move slider until you see Stemmed(Other options are Exact, Synonyms, Specialisations andGeneralisations

7. Under the tab Query Options > Option > leave defaultPreview Only (Later you can rerun and save it as a Node ) >Run

8. To change or rerun the most recent query, you can alsorerun it from the ribbon Explore > Last run query .(There is also the option to Store Query Results if you did notinclude a save option in the Query already). 122


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Text search outputText search outputo The vertical tab on the right hand side of the Detail

view has the following options:

o Summary previews where the text is locatedo Reference provides all the references foundo Text displays the text only (with a Narrow context =

5 words on either sideo Picture , Audio , Video and Dataset display from those

sourceso Word Tree visualises the context of the words ; Word

Tree ribbon has options to change the root wordand expand the context (number of words)

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Text search resultsText search results

Summary

(Text) References

Word Tree 124


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Results (continued)Results (continued)1. If the extracts are too limited (default is Narrow= 5 words

either side) you can select all ( Ctrl-A ) then right click toexpand Coding context to Broad =paragraph; ORCustom =your choice e.g 10 words either side etc. ; OR Entiresource

2. To change or rerun the most recent query, from the ribbonExplore > Last run query . (There is also the option to StoreQuery Results if you did not include a save option in theQuery already).

3. (It is also possible to include other features in text requestse.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.

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fish crab ~4

Activity 7 Coding queryActivity 7 Coding query

What memorable quotes are coded habitat or landscape?

o Navigation view > Queries >Queries > New Query >Coding Query

o Advanced tab, then from Coded At > Any selectednode , then Selecto From the child nodes of Natural Habitat tick

o Habitat and Landscape >Add to Listo Leave the option ANDo Tick Memorable quotes >Add to list

o Run

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Coding query (cont.)Coding query (cont.)

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Matrix codingMatrix coding queryquery

o To see the output of a matrix codingquery that has already been run seeQueries>Results E.g. Attitudes on commercial fishing by

communityo Then we will look at the matrix coding

search query that led to those results inQueries>Queries

o Then we will create and run a newmatrix coding search

Module 3 128


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ActivityActivity 88 MatrixMatrix queryquery1. We are going to look at How do

different age groups discuss thenatural environment of the DownEast region?

2. Construct a matrix coding querywith all Age groups in the Rowsand Natural environment nodes inthe Columns as follows :

3. Select Queries from navigationview menu > New Query > MatrixCoding

4. Select Add to Project and namethe query Natural environmentissues by age

5. Select Matrix coding Criteria tab6. Select Rows tab

(continued)

Module 3 129

Matrix codingMatrix coding queryquery (continued..)(continued..)

7. To define the rows click the Select button

8. From the next displayedpop-up highlight Nodeclassifications > expand(DO NOT TICK YET)Person> Age group>Then tick only theselected age groups >click the OK button

9. N.B. Click the Add to Listbutton for the selectedage groups to beincluded in the matrixrows

(continued)

Module 3 130


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10. For columns, select theColumns tab

11. Select as you did for therows but highlight - DONOT TICK YET - Nodes >expand Naturalenvironment > then tick only each of its childnodes> OK

12. N.B. Click the Add to Listbutton for the issues to beincluded in the Matrixcolumns.

(continued)Module 3 131


13. From the Matrix tab > leavethe default AND

14. Select the Run button

15. You may need to wait for the results to complete populatingthe table of results

Module 3 132


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ActivityActivity 88 (cont.) Matrix result(cont.) Matrix result

15. View results including content in each cell16. Right click to check different Matrix cell content

options, or add Matrix Cell Shading17. You can save in Results or Nodes/ Matrices18. Can also Right click to Export results of a matrix as

an Excel table or as text

Module 3 133

Module 4 Data reportingModule 4 Data reporting

1. Charts2. Create Models

Dynamic (working) models Static models (at each stage for audit

trail)

3. Export or Report items from your NVIVO project

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Activity 1 Chart your dataActivity 1 Chart your data1. Chart the aggregated node Natural environment by the

age groups2. From the ribbon select Explore > Visualisations >Charts to

display the Chart Wizard3. Select Coding>Next4. Select > Coding by node attribute value for a node (the 5 th

option in the list) > Next5. For the Node field select Natural environment> OK6. For the X axis attribute select Node classification > expand

Person> select Age Group>OK7. Click on All attribute values to select the option All values

except unassigned and not applicable > Finish8. When the chart displays you can change the chart from the

ribbon from Type of chart to display > Finish9. The graph bars are live to the underlying data10. Right click on chart to > Copy > for pasting to a document or

report/display (OR) Export Chart as an image for insertion in areport/display

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Natural environment by ageNatural environment by age

Module 4 136


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Chart of Matrix search resultChart of Matrix search result

Module 4 137

ModelsModelsModels are useful for your first thoughts and can bedeveloped as your ideas, hunches and findings develop as well as to present your findings or recommendations.Below is the model using the project relationship itemLack of time decreases motivation with the sources itcoded

Module 4 138


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Activity 2 Create modelsActivity 2 Create modelsWe will now model the relationship about Tourismand environmental change

1. Navigation view > Models2. In List view > right click > select New Model >

name it Tourism and environmental. change3. Click OK. This opens the Model frame in Detail

view4. Save the project at this point5. To make more space, on the ribbon go to View

and deselect Docked (OR select Undock all). N.B. Repeated use of screen undocking can causememory problems so use sparingly

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Activity 2 (cont.)Activity 2 (cont.)6. From the Detail view > right click to Add Project

Items > from Nodes expand Economy > select theTourism node > OK

7. From the Add associated data pop-up select e.g.Sources coded > click All associations to changeto Selected Associations > Select > expand

Internals > tick Interviews8. When the model displays you can add further items e.g. Nodes > expand Natural environment >select Environment change. Similarly add theInterview sources

9. Click in an empty space in the model to deselectthe shapes then move individual shapes asrequired

10. If required expand shapes to make text readable

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Activity 2 (cont.)Activity 2 (cont.)

10. Add or change shapes from the ribbonModels/Shape

11. Double click on the connectors to change theconnector wording

12. To adjust fill colours, connector weight andcolours, and other features, select the item andmake changes from the ribbon Home/Format

13. Appropriate images e.g. photos, can besubstituted for shapes from the ribbonHome/Format > Fill > then select Image instead ofColor and Browse for and select the image.

Module 4 141

Model outputModel output

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Activity 3 Export modelsActivity 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 inyour 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 itemsActivity 4 Export project itemso In addition to the copy /paste and print

options from e.g. documents, nodes andmodels there are a range of exports withvarious options all available for saving andprinting as well as summary reports orextracts from :Navigation view/ >ReportsFormats to saveinclude:.doc/x

.rtf, txt, .pdf

.xls/ xlsx

.htm/ htmlModule 4

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Report of Node structureReport of Node structure

o Navigation> Reports > Nodestructure report

o Click the right hand Select buttono Select Automatically

select hierarchyo Select Economy

and Natural environment(all child nodes will be included)

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Summary report outputSummary report output

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SuggestionsSuggestions

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

Module 4 147

What have we learnt?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 andmatrix searches

2. Graphically represent the researchassumptions, hunches and findings withmodels

3. Chart features in the project4. Obtain summary reports or export

project items for use outside NVIVO

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Feedback on workshopFeedback on workshop

Online at:http://bit.ly/nvivo910 short questions

anonymous responses

Thank you!

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Documents

NV9 Part2 March 2011 Clarke Revised