Beginning Concepts for Using NVivo
Presented on Wednesday February 6, 2018
Last updated 2/18/2018
Visual: Title slide “Beginning Concepts for Using NVivo”
Audio: Instrumental music
Visual: Slide changes to “Presenters” and includes images of the presenters, Jessica Dempsey and Kim Palermo
Audio: Kim: Your presenters today are Jessica Dempsey. Jessica is a graduate assistant tutor. She supports students with NVivo software and qualitative concepts for those researches, qualitative research courses. Jessica has a background in nursing. She -- sorry about that. [Chuckles] I lost my train of thought. Jessica has a background in nursing and she's been with ASC for about a year now. And my name is Kim Palermo and I'm the coordinator for the skills instructor for the academic center. Jessica.
Visual: Slide changes to “NVivo Overview & Learning Objectives” and includes aspects such as how to create a new project and navigation, types of documents and uploading documents, nodes and how to create them, coding data into nodes, and basic types of queries.
Audio: Jessica: Hi, good evening everyone. Thank you for attending. If I've met some you in previous sessions welcome back. Anyone of you attended the NVivo that was hosted last week; I just want to tell you their session was more broad and covered all the functionality of NVivo. And tonight, we're just doing a quick basic concept related to how to create a project. So we'll learn how to create a new project and navigate the actual software. I will show types of documents and show how to upload those documents. And we will create nodes together and go over basic types of queries.
Visual: Slide changes to “Live exploration of NVivo” and includes an image of NVivo software.
Audio: Jessica: And, so, you're going to see your screen change. I'm going to go to live presentation. What you see here is what the starter screen will be when you open up the NVivo software on your computer or device. This whole left section over here in the green, when you're use it it for the first time, you won't see anything. These should be blank. These are previous projects I've worked with students. This top blank project is where we're going to begin. This is a template plate where we get started and I just want to mention, down here, this help menu is great and it has a lot of features in there related to using it as an online manual and the tutorials will actually take you to right to YouTube and give you resources that are directly linked to the software you got, whether it was Mac or advanced version of a student version, et cetera.
So we're going to open up blank projects and I can show you what the major template looks like. It will make you name it right away. So of course you've all saved projects before and make sure it's recognizable. So we're going to call it Webinar Project 1. This description box is not required. I've never used it for any of the projects I've worked on. But feel free to type in there. You won't see it unless you check the properties of the document. Here it comes. So you can see at the top, it's what I named it. Webinar Project 1. All the projects you'll see in NVivo, meaning NVivo project and I have the starter package.
So what you see is your whole working space. I find it very similar to Word. One of the owners and manufacturers of the software used to work for Word so that's how the functionality took place. This whole screen to the right, I'm going to exit out of it soon. But this is going to be the information that you use to begin your coding and analysis. So this sample right here, this is pretty much going to do what we're doing together. It just helps you get started. But I'm going to exit out of it because we're going to do it live together. It defaults to internal sources.
So this whole left side of your screen is called the navigation menu. It defaults to sources. Every navigation menu on this left-hand side is titled specific to the functionality that you can use at this top area, which is the ribbon. All of these names, internal memos, etc. remark theories just in NVivo pre-organized and save things, and these represent subfolders. And I can show you down here, if you click folders, it opens up everything at the same time. So you can see where you saved things or pieces of your project at.
So we're going to go back to sources. So sources are where you're going to download, or upload your sources, your interviews, your transcribed, your interview participant transcription. This is where you can save your memo or note to self. You would have to begin by going into this data section of your ribbon. This is for uploading data. You can upload indictments, PDFs, and memos, and it also gives you an option to bring in things from other sources like note mainly and net force. And I'm going to upload couple of templates I have. And I have some examples of interviews. And it's going to ask you to confirm if that is what you want to upload. If not, you can browse again, or you can click okay.
So here they are saved. They are named just what I had them named as I stored them. So you can always change the name if you don't like the name. You would just right-click on the document and go to document properties. So you can change the name here. But I'm going to leave them as is. I saved them in a way I can recognize the people that I interviewed. So participant 1, 2, and 3. Email. Their gender, male or female. How old they are and how many years of experience they have in their profession. And since I'm a nurse, we have example of nursing here. I'm also going to upload a note to self. So it's actually going to be a template of the interviews I did. Let me click okay. Yep.
Since there's only one in that three, it will actually ask me to name it. So I'm going to leave it as is. You don't see it populate to this internal, because when I uploaded up here, it actually chose memo. And, so, it should be in the memo folder there it is. Anything you create or upload into here, you can just double-click and open. And it will open up to the right-hand side, and it kind of becomes tabs of a chart. I'm going to open up everything I have. Just by double-clicking. This white spot in the middle, right now where it says internal and previously when it said memo, this is you're working pane.
So whatever you're doing, when you're in this pane, when you right-click, it will be functions related to that navigation menu. So if I'm in nodes, which there's nothing in here yet, when I right-click, I get different function options. And, so, over here, this is the tabs. Documents I uploaded. Right now, they're not editable. And when they're not editable, you can actually analyze and code and attach them to nodes. But if you wanted to make edits, for instance I've seen students who write the interview questions out above the response, and then they realize later that when they're asking in NVivo to search or explore for certain words or terms, and NVivo is unable to differentiate the writer's words versus the participant's words.
So I created a separate document, the note to self, the interview questions as a resource. So you can click this that says click to edit and this lets you click it live. So when you click home, this is where it has all the same options where you can edit the document in. You have to remember to unclick the edit, so you kind of freeze your work again. So we're going to actually start coding. So we're going to go with participant 3 first, because it's my first tab. And I'm going to go back to my interview questions to remind myself about what I was really asking. So I asked my participants to describe any experiences they had that left a lasting impression on them with their doctors, and colleagues. And I asked each nurses these examples. And I'm just going show you how we can create this beginning node and analyze our data.
So you can either, like, pull words right out of your data and create a node. You can do that by either highlighting or right-clicking, but I'm just going to create a node right away in this template here in the pane. I'm going to right-click and create a new node and I can go into create and create a new one and name it this way. So there's three different ways. You can code right from the data, from the working space, or making a note in this right in here in this function. And, so, I'm going to create our first upper level node which is going to start categorizing the answers to our question.
So this is going to represent the first interview question I ask. So I'm looking for different feelings and experiences of the nurses. So I'm going to write "Feelings/experience." And that's going to represent my question 1. So right now, NVivo is, you know, it's demonstrating the node I created, if I created more nodes, right now, it would populate in alphabetical order. If I wanted to change that, I can click in the same pane and click less view and change it and we can customize it. But I'm going to leave it as alphabetic. So we're going to go to our first interview participant. In order participant 3. And I'm going to read through her response quick. And it looks like she has feelings of, I'm going to say "Surprise." Right here.
So of course in real life, I would spend a lot more time vigorously, but for the purpose of this seminar, or webinar, I'm going to do this quickly. And I'm going to right-click. Or click code again. Or the easiest way is to highlight, drag and drop. So I'm going to take this whole statement, you see the ghost buster sign. And I'm going to hover over my note and drop it. You you see where says Sources? And this represents a theme. And I'm putting the data into that theme. And it's saving it for me. I can double-click on it, and anything related to that theme will be in here. So I'm going to exit out of that. And I'm actually going to click the back button and it works like Word. And I'm going to do undo. And I'm going to have a subnode. Feeling of my experience, I'm going to have a subsection of it.
So I'm going to have a primary node and I'm going to write "Surprised." And it should populate right below. And you'll notice I have the minus mark here. So if it was plus, I would have more in here so, I'm going to drag if drop in there. And you can see it's keeping track one source and one reference in the child notes. As I look at more child notes and look at the sources, I can see in this parent node all the different sources I've used. You have to remember to do this all at one time to all your nodes or individually as you create them. But I'm going to click aggregate child nodes. And this is going track for me. No matter what I put underneath as a child node, this is going to keep it in the reference.
So let's go to our next participant and see the experience. This is also a one year, 25-year-old, female nurse. And she, too, says she was expected to be more intimidated but wasn't. So we're going to call that surprise too just for the sake of this webinar. I'm going highlight and drag and drop and put surprised. Great. So we're going to go to the same question on the next participant. And reading that over quickly, this person, too, is surprised. Drag and drop.
So, now I'm thinking, well, I remember kind of thinking that someone maybe wasn't surprised and let's pretend I have 20 interview participants in here. I want to find someone that feels frustrated. So this is where you can use the query feature. I'm going into query and look for text search. Query is another word for search or explore. So there is a query wizard that will walk you through the steps of each one. You can look for particular terms. You can identify frequently occurring terms. And then you could search for content based on how it's coded.
So it's kind of seeing where your nodes overlap or where participants answers overlap. Since we aren't going to have ton of data in here right now, we're not going to do the third one, but I definitely recommend you explore this when you get your own software. So we're going to click this to see where particular contents appear inner the content. And this is just a wizard to walk us through the process. So I'm going to go to query and go text search. And this is our query.
So this is really an explore feature, search feature. And I want to find somebody that feels negative. Because it's hard to believe that every nurses who worked with doctors only has surprised feelings. So I can look for words frustrated or anything with positive feelings. So every query pops up like a tab like this and it's going to ask you what you want to look in. And for my sake right now, I don't want to look in all the sources, because one of the sources I uploaded were memo to self. So I don't want to NVivo to look at my words and think its participants.
So I'm going to check the subfolder, make sure you're clicking what you want NVivo to explore. And I'm going to click 3 participant transcription and click okay. And I want to tell NVivo what to look for. And I'm going to look for the word frustrated. In order to have a return search, not so limited, I'm going to stick with stem words. So instead of frustrated, it could be frustration, et cetera. And I'm going to run query. It says participant 2 reference the word frustration or frustrated twice. So that's great.
I can double-click on this and it will take me to where this person felt frustrated. And, so, you know, if I were to explore this exploration, I could find it meaningful and code the word into a new node. So I'll do that. Right-click new node, frustrated, and then I can highlight the information and drag and drop. And the same here. That's with question 2. So we'll hit that later at another time. And, so, that's a quick way of doing the query. So let's go back up to query. Search. I'm going to do it one more time because I want to show you the opposing words. Select the folders. Unclick this. Click all of these.
Okay. And then with stem words, query. So we looked at this one. We double clicked it and show you how you could go right to the document. We're going to look at it in the reference view. So there's couple of different views in the term search and this is similar and the same thing to summarize. So I can code right from here and put it in the node. And there's a text version, so you can see the actual source. If there were multiple participants, you would see multiple participants and see everything they said about being frustrated. And there's this tree. Which a lot of people like. It's like a nice visual aid. And it shows the word frustrated in the supports and where it appears at.
So if I double-click it or however, it would show me exactly who said and where. If I click any of my queries, when I'm doing my research information, returned information I mean, you can export it into another document. And NVivo is smart enough to tell you where you can export it into. So I'm going to export an image of JPEG into it right now. But I'm not going to do that.
So you can save your query. It will go away like it did before as I was playing around with the tab. But you can add to project. And it will make you name it. So I'm going to call it frustrated search. And click okay. And then over on the navigation menu under queries, it should be saved. And there it is saved. If I wanted to go back to it another time, I can double-click and it will pop up here frustrated search. So I'm going to exit out of this and go back to node. We're going to do another query and show you the word frequency. Same thing. You have to tell NVivo whenever you want to look at all your sources or selected sources. And we're going to pick selected. I'm going to choose all of my raw data and click okay. I don't like think I have thousand words in here, but you never know. Frequent used up to 100.
And I'm going to stick to stem words and it gives you more options when you return search. But I recommend you to try everything, if you're looking for the word frustrated, check it in the term, check it in exact match, and both with the stem words and same thing here. So I'm going to run query. And here are my most frequently used words and this would be a good jumping ground if I wanted to start thinking about what they were feeling and exploring their feelings.
So you can go through these words on the right-hand side and see what the most frequently words are. And the way you can analyze this is the word patient or similar words were used 13 times. If I were to click it, it would take me to all the words, all the words as they appear in the NVivo and sources. And same thing here. If this is meaningful for you as a list, I put this in the dissertation, you can export this list into Excel or into Excel copy and paste and put it into Word and it creates a nice word cloud. I've heard, because I'm not in that stage yet, but you can have color in your dissertation. Up here at the top, it gives you options to change color.
Now it's black and white. Now, you can add this to your project. And we're going to say the same thing. Word Frequency. Okay. And now and then if you go over to queries, both of them will be saved here. So that's really how to use NVivo really quickly. You'll be able to, with these basic concepts, you'll be able to start using the software and create your own nodes and codes and start to analyze your data. I do want to make note that a lot of students I have think that NVivo analyzes the data for you. And it doesn't. It's just you and your analysis of the data by giving it so many opportunities to explore your data and save it and organize it, creating charts, et cetera. I do want to let you know that it will prompt you to save it frequently. And, so, if you try to exit out, it will ask you to save it.
So save is just like Word. You click the disc. If you get confused, you can go to the help menu, and you can click file, and then you have this help menu and there's a lot of great resources here. Like the tutorial I talked about and starting guide. If you purchased the contract like I have or two week trial, you can go into this manage license from this menu, and it will walk you through how to extend your license right here. And, so, that's really it for my live presentation. Give me a moment to get back to the Adobe Connect. I am going to stop sharing.
Visual: Slide changes to “Where to purchase NVivo” and includes a link.
Audio: Kim: And, Jessica, am I right? Do they have like a student version that you can get?
Audio: Jessica: They do. They have a student version that has all the basics you need. It also is good for a year, so you don't have to purchase the entire software, which is more expensive. If then if you wanted to upgrade later and have the software forever, you can just extend your license. And then they have the advanced and the professional.
Visual: Slide changes to “Email contact” and provides the email for NVivo support and qualitative Concepts general inquires: nvivosupport@mail.waldenu.edu
Audio: Kim: Also here, Jessica just put up her email contact. So this is, we have role accounts for the tutoring. And this is for NVivo and qualitative concepts. This goes to Jessica. It’s NVivosupport@mail.Waldenu.edu. So we try to get back to students within 24 hours Monday through Friday 48 hours over the weekend with that account.
Visual: Slide changes to “Questions”
Audio: Kim: And now, we like to turn it over if anybody has questions of we've got about 5 minutes left.
Audio: Jessica: So, Lorilee, so making the child node, I can go in quickly and show you again. We can go back. Oops, I have to share my screens. And, again, this is a great opportunity. This is what I would be doing in my tutoring session.
Okay, so this feeling of experience right now is my upper level node, the parent node. So to make a child node, you can either right-click in this space. Click new node. And it will make you save it. You have to choose a node to save it. But the easiest way is to click on the parent node and click new node. And type and we'll say "Anger" and it will populate in alphabetical order. Kim, do you want to ask the next question?
Audio: Kim: Natasha is asking how much is a yearlong student cost? So I guess is that $99 for the year?
Audio: Jessica: I believed when I purchased it about a year ago, it was $75. And that's with our, so every school gets a discount if you put in your school code? You select from the list and we're there. It's normally $100 but we get it for $75.
Visual: Slide changes to “ASC Tutoring Question”
Audio: Kim: Laurel is asking if there's a cost for tutoring. No, tutoring is free for all Walden students.
And we want to stress, obviously, your data is your own data. So she can show you the facets of the software and the functionality, but she can't really work in your data. But she can certainly help you with any concepts. And also, too, if you're in the courses, if you're not a dissertation student and you're in the courses, please reach out to Jessica for help with any of the qualitative concepts
Audio: Jessica: Thank you, Kim.
Audio: Instrumental music
Visual: Closing credits