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Introduction to NVivo for Qualitative Data Analysis

Course Dates and Times

Friday 14 February 13:00–15:00 and 15:30–18:00

Saturday 15 February 09:00–12:30 and 14:00–17:30

Marie-Hélène Paré

info@mariehelenepare.com

Institution:

This course will teach you how to use NVivo for the management, coding, analysis and visualisation of qualitative data. It follows the qualitative data analysis process in sequence, and covers how to:

set up a project and organise data
manage a literature review
code and analyse data
present qualitative findings.

The course does not cover how to analyse qualitative data in NVivo based on specific analytical methods such as thematic analysis, grounded theory, or content analysis. This is covered in the course Advanced Qualitative Data Analysis.

Tasks for ECTS Credits

1 credit (pass/fail grade). Attend at least 90% of course hours, participate fully in in-class activities, and carry out the necessary reading and/or other work prior to, and after, class.

Instructor Bio

Marie-Hélène is a highly regarded methodologist who has NVivo Certified Platinum Trainer status. She has shared her expertise in qualitative data analysis with over 60 universities and research centres around the world, including Qatar and Iran. Since 2009, Marie-Hélène has been teaching introductory and advanced courses in qualitative data analysis at the ECPR Methods School. Her areas of methodological interest include qualitative evidence synthesis, decolonising epistemology, and participatory methodologies. Marie-Hélène is dedicated to advancing the field of qualitative data analysis and sharing her knowledge with others.

@TheQualAnalyst

NVivo is software programme for qualitative data analysis. It is a powerful platform that supports text, multimedia, pictures, PDFs, open-ended surveys from Excel and Survey Monkey, reference libraries, webpages, social media data from Facebook, Twitter, LinkedIn, and YouTube, notes from Evernote and OneNote, and emails from Outlook.

NVivo supports a range of inductive and deductive methods to qualitative analysis such as

thematic and content analysis
within and cross-case analysis
discourse
conversational and narrative analysis
grounded theory
analytic induction
qualitative research synthesis.

This course aims to give you the knowledge and skills to use the basic and advanced features of NVivo in your own research. The content is spread over four modules and will teach you how to:

set up a project and organise data
work with multimedia
manage a literature review
autocode and code data inductively
generate hypotheses
seek patterns and discover relationships
present qualitative findings.

Module 1

Data management

I open with notions of qualitative research designs and their application in a NVivo project. We review how data can be organised in comparative and non-comparative designs, coding approaches developed, and types of analyses conducted.

We then move in NVivo and import and organise a range of qualitative data. We learn the key features that support a literature review so sources can be annotated and cross-referenced to highlight a line of arguments and connections across sources.

We turn our attention to the transcribing possibilities of NVivo, starting with transcribing media recordings in full or working only with sound and video sequences. I will explain how to work with still images. I explain how you can work directly on pictures or generate a log to associate comments with specific picture regions.

We create externals that link an NVivo project to outside information, and memos where the analytic process is recorded. Module 1 concludes with lexical queries which search for frequency, occurrence, and context of keywords in textual data. We analyse the outputs using word clouds, dendograms, and wordtrees.

Module 2

Data coding

I introduce techniques to autocode and code data inductively in NVivo. We start by autocoding questions from structured interviews, so the responses of each question are gathered in one node.

Such data sorting – known as broad-brush coding – is very useful when you want to examine everything that was said about a question or a theme across a dataset without having to open every source of a project.

We move on to inductive coding and learn tools to code data manually. I will discuss and simplify key notions underlying the coding process such as coding unit, semantic exclusiveness, semantic exhaustiveness, and coding cooccurrence.

I introduce the use of relationship nodes to formalise relationships between codes when working towards hypothesis generation or falsification.

Module 2 concludes with visualisations that support the coding process from inception to end.

Module 3

Data analysis

We cover functionalities required to prepare and conduct qualitative analysis. Since a large proportion of social research gathers qualitative data, as well as variables, comparison can be made across cases and sub-sets of cases.

First, we look at how to create cases from interview data, to import variables from Excel, and merge these to the cases. We extend our use of cases to policy documents, where comparisons are made on document data, and not cases of individuals. In both instances, we use the functionality of source and node classifications to define type of sources and cases in the dataset.

With the cases created, we turn to the NVivo search tools that efficiently retrieve cases matching a specific search string. This allows us to create sets of cases and documents for comparative analysis.

Module 4

Data visualisation

I propose different graphic displays to effectively communicate research findings. We first discuss the rationales for choosing certain displays over others. We learn to generate maps, charts, diagrams, and dendograms.

Building a solid audit trail to back up results and substantiate one’s claims, we learn how to export qualitative findings out of NVivo, to use in Word, Excel, and PowerPoint. I will also cover the usefulness of generating nodes summary reports, which provide detailed synthesis of the scope of a node in a project.

If you have colleagues who don’t use NVivo, I will show you how to export project data in mini websites using HTML files.

No prerequisite knowledge of NVivo required. Knowledge of qualitative research is necessary.

This is a bring-your-laptop course using NVivo 12. Download the NVivo 14-day free trial for Windows and Mac.

You must ensure that NVivo works well on your machine regardless of the OS. No technical assistance is provided at the Winter School.

Find more installation instructions in the section Software and Hardware below.

Day	Topic	Details
Friday afternoon: 13:00-15:00 and 15:30-18:00 = 4.5 hours	IDEM	Introducing NVivo: interface and menus Importing and organising data Managing a literature review Exploring textual data Linking one’s project to external information Memoing’s one research
Saturday morning: 9:00-10:30 & 11:00-12:30 = 3 hours	IDEM	Autocode structured data Generate codes inductively Manage a coding scheme Generate / falsify hypotheses Visualise the coding process Work with cases and variables
Saturday afternoon: 14:00-15:30 & 16:00-17:30 = 3 hours	IDEM	Using search tools Clustering items in sets Seeking patterns using queries Presenting findings with visualisations Generating summary reports Exporting data and findings out of NVivo

Day	Readings
Note	The readings of this course consists of the NVivo Online Help. See the links below for NVivo for Windows and Mac
Friday	Windows The NVivo workspace: Introducing the workspace; understand the key concepts Setting up a project: Bring in your files and get organized; handle your ideas Classifying files: Classification sheets; create file classifications Text-based queries: Text search query; word frequency query. Mac The NVivo workspace: Introducing the work area; understand the key concepts Setting up a project: Bring in your files and get organized; handle your ideas Classifying files: Classification sheets; create file classifications Text-based queries: Text search query; word frequency query
Saturday morning	Windows Auto coding: Automatic coding in documents Manual coding: Code files and manage codes; coding techniques; use coding stripes to explore coding; highlight coding; theme nodes; review the references in a node; reorder and organize nodes; relationships Cases and variables: Organize your demographic data; create case classifications; create cases manually; create cases automatically; classify cases. Mac Auto coding: Automatic coding in documents (Win only) Manual coding: Code files and manage codes; coding techniques; use coding stripes to explore coding; highlight coding; theme nodes; review the references in a node; reorder and organize nodes; relationships (Win only) Cases and variables: Organize your demographic data; create case classifications; create cases manually; create cases automatically; classify cases.
Saturday afternoon	Windows Sets: Sets and search folders Queries: Move forward with queries and visualizations Coding-based queries: Coding query; matrix coding query; nodes matrices; cross-tab query; coding comparison query; compound query; group query Visualisations: Charts; hierarchy charts; mind maps; concept maps; comparison diagrams; explore diagrams; cluster analysis Preparing reports: Strategies for team work; preparing for final wrap-up. Mac Sets: Sets Queries: Move forward with queries and visualizations Coding-based queries: Coding query; matrix coding query; nodes matrices; cross-tab query; coding comparison query; compound query (Win only); group query (Win only) Visualisations: Charts; hierarchy charts; mind maps; concept maps; comparison diagrams; explore diagrams; cluster analysis (Win only) Preparing reports: Strategies for team work; preparing for final wrap-up.

Software Requirements

Software requirements

NVivo 12 Pro for Windows / NVivo 12 for Mac.

This is a bring-your-laptop course. You must run NVivo 12 Pro for Windows or NVivo 12 for Mac on your laptop. Download the 14-day free trial for Windows and Mac. It is your responsibility to ensure that NVivo works well on your laptop before you arrive in Bamberg. Once NVivo is installed on your laptop, verify that it works properly by following the instructions below.

Launch NVivo
On the Start screen (Windows version), in the New section, click Sample Project
On the Welcome to NVivo for Mac screen (Mac version), click Create a copy of the sample project
NVivo opens the sample data project
If you can’t open the sample project, contact QSR International by submitting a support request form online (see section Contact Us Online at the bottom of the page).

Hardware requirements

NVivo 12 Pro for Windows

	Minimum	Recommended
Processor	1.2 GHz single-core processor (32-bit) 1.4 GHz single-core processor (64-bit)	2.0 GHz dual-core processor or faster
Memory	2 GB RAM or more	4 GB RAM or more
Display	1024 x 768 screen resolution	1680 x 1050 screen resolution
Operating system	Microsoft Windows 7 SP1	Microsoft Windows 7 SP1 or later
Hard disk	5 GB of available hard-disk space	8 GB of available hard-disk space

NVivo 12 for Mac

	Minimum	Recommended
Processor	Intel Core 2 Duo, Core i3, Core i5, Core i7, or Xeon processor	Intel Core i5, Core i7, or Xeon processor
Memory	4 GB RAM or more	8 GB RAM or more
Display	1080 x 800 screen resolution	1440 x 900 screen resolution
Operating system	Mac OS X 10.11 (El Capitan)	Mac OS X 10.11 (El Capitan)
Hard disk	3GB of available disk space	4GB SSD of available disk space

Hardware Requirements

See software requirements.

Literature

Book

Bazeley, P., & Jackson, K. (2013)
Qualitative Data Analysis with NVivo (2nd ed.)
London: Sage

Empirical articles

Andrew, S., Salamonson, Y., & Halcomb, E. J. (2008)
Integrating mixed methods data analysis using NVivo: An example examining attrition and persistence of nursing students
International Journal of Multiple Research Approaches, 2(1), 36–43

Auld, G. W., Diker, A., Bock, M. A., Boushey, C., J, Bruhn, C. M., Cluskey, M., . . . Zaghloul, S. (2007)
Development of a Decision Tree to Determine Appropriateness of NVivo in Analyzing Qualitative Data Sets
Journal of Nutrition Education and Behavior, 39(1), 37–47

Bazeley, P., & Jackson, K. (2013)
Perspectives: Qualitative computing and NVivo
Qualitative Data Analysis with NVivo, 2nd ed., pp. 1–22
London: Sage

Blaney, J., Filer, K., & Lyon, J. (2014)
Assessing High Impact Practices Using NVivo: An Automated Approach to Analyzing Student Reflections for Program Improvement
Research & Practice in Assessment, 9

Brandão, C., & Miguez, J. (2017)
Using NVivo to assess a program of goal-corrected empathic attunement skills: a case study in the context of higher education
Universal Access in the Information Society, 16(4), 863–876

Bringer, J. D., Johnston, L. H., & Brackenridge, C. H. (2004)
Maximising transparency in a doctoral thesis: the complexity of writing about the use of QSR* NVIVO within grounded theory study
Qualitative Research, 4(2), 247–265

Bringer, J. D., Johnston, L. H., & Brackenridge, C. H. (2006)
Using Computer-Assisted Qualitative Data Analysis Software to Develop a Grounded Theory Project
Field Methods, 18(3), 245–266

Davidson, J. (2012)
The Journal Project: Qualitative Computing and the Technology/Aesthetics Divide in Qualitative Research
Forum Qualitative Sozialforschung / Forum: Qualitative Social Research, 13(2), Art. 15

Deakin, H., Wakefield, K., & Gregorius, S. (2012)
An Exploration of Peer-to-Peer Teaching and Learning at Postgraduate Level: The Experience of Two Student-Led NVivo Workshops
Journal of Geography in Higher Education, 36(4), 603

Edwards-Jones, A. (2014)
Qualitative data analysis with NVivo
Journal of Education for Teaching, 40(2), 193

Fàbregues, S., & Paré, M.-H. (2018)
Appraising the quality of mixed methods research in nursing: A qualitative case study of nurse researchers’ views
Nursing Inquiry, e12247

Fàbregues, S., Paré, M.-H., & Meneses, J. (2018)
Operationalizing and Conceptualizing Quality in Mixed Methods Research: A Multiple Case Study of the Disciplines of Education, Nursing, Psychology, and Sociology
Journal of Mixed Methods Research

Hoover, R. S., & Koerber, A. L. (2011)
Using NVivo to Answer the Challenges of Qualitative Research in Professional Communication: Benefits and Best Practices Tutorial
IEEE Transactions on Professional Communication, 54(1), 68

Houghton, C., Murphy, K., Meehan, B., Thomas, J., Brooker, D., & Casey, D. (2016)
From screening to synthesis: using NVivo to enhance transparency in qualitative evidence synthesis
Journal of Clinical Nursing, 26, 873–881

Hutchison, A. J., Halley Johnston, L., & Breckon, J. D. (2010)
Using QSR-NVivo to facilitate the development of a grounded theory project: an account of a worked example
International Journal of Social Research Methodology, 13(4), 283–202

Johnston, L. (2006)
Software and Method: Reflections on Teaching and Using QSR NVivo in Doctoral Research
International Journal of Social Research Methodology, 9(5), 379–391

Leech, N. L., & Onwuegbuzie, A. (2011)
Beyond Constant Comparison Qualitative Data Analysis: Using NVivo
School Psychology Quarterly, 26(1), 70–84

Min, M., Anderson, J. A., & Chen, M. (2017)
What Do We Know About Full-Service Community Schools? Integrative Research Review With NVivo
School Community Journal, 27(1), 29–54

Phillips, M., & Lu, J. (2018)
A quick look at NVivo
Journal of Electronic Resources Librarianship, 30(2), 104–106

Pudaruth, S., Moheeputh, S., Permessur, N., & Chamroo, A. (2018)
Sentiment Analysis from Facebook Comments using Automatic Coding in NVivo 11
ADCAIJ : Advances in Distributed Computing and Artificial Intelligence Journal, 7(1), 41–48

Rich, M., & Patashnick, J. (2011)
Narrative research with audiovisual data: Video Intervention/Prevention Assessment (VIA) and NVivo
International Journal of Social Research Methodology, 5(3), 245–261

Robins, C. S., & Eisen, K. (2017)
Strategies for the Effective Use of NVivo in a Large-Scale Study: Qualitative Analysis and the Repeal of Don't Ask, Don't Tell
Qualitative Inquiry, 23(10), 768–778

Siccama, C., & Penna, S. (2008)
Enhancing Validity of a Qualitative Dissertation Research Study by Using NVivo
Qualitative Research Journal, 8(2), 91–103

Wainwright, M., & Russell, A. (2010)
Using NVivo Audio-Coding: Practical, Sensorial and Epistemological Considerations
Social Research Update, 60(1), 1–4

Wiltshier, F. (2011)
Researching With NVivo 8
Forum Qualitative Sozialforschung / Forum: Qualitative Social Research, 12(1), Art. 23

Wong, L. P. (2008)
Data analysis in qualitative research: a brief guide to using NVivo
Malaysian Family Physician 2008, 3(1), 14–20

Zamawe, F. C. (2015)
The Implication of Using NVivo Software in Qualitative Data Analysis: Evidence-Based Reflections
Malawi medical journal: the journal of Medical Association of Malawi, 27(1), 13–15

Zapata-Sepúlveda, P., López-Sánchez, F., & Sánchez-Gómez, M. C. (2012)
Content analysis research method with Nvivo-6 software in a PhD thesis: an approach to the long-term psychological effects on Chilean ex-prisoners survivors of experiences of torture and imprisonment
Quality & Quantity, 46(1), 379–390

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Summer School

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