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General NVivo project Tasks

NVivo projects typically include the following tasks: 

  • Creating a new project file and importing research materials
  • Coding data
  • Capturing thoughts in a memo
  • Creating cases for each participant to analyze demographic data 
  • Creating or editing a classification (an example is a person classification) and linking it to each case (a related piece of data)
  • Running Queries 
  • Visualizing Data
  • Saving copies of the project


Importing Research Materials into NVivo

Important NVivo Concepts

Files are the materials you want to add into your project to analyze.

You can analyze your files by dividing the contents into meaningful ideas, content, and demographic characteristics called nodes. There are two major types of nodes used: 

Theme nodes: represent the topics found in your files and they may be descriptive of an idea, or more analytical. 


Case nodes: These represent your units of observation, such as the people, or places under study. You can add demographic or other details about them under case classifications. 

Coding is the process of highlighting ideas in your files, and organizing similar ideas into different nodes.

Case classifications allow you to add attributes for case coding. An example is adding demographic attributes for your participants, or attributes of places, organizations or other entities you may be studying. 

File classification allows you to manage the bibliographic details of your files, by assigning bibliographic attributes to each file. This can be imported with a reference management software such as Zotero or Endnote or added manually. 

These are files that cannot be imported into NVivo such as a book or an archival film. These files can be summarized and coded in NVivo. As well you can link and annotate the files to NVivo. 

Memos are written to store your ideas and analytical thoughts throughout the research process. 

NCapture is a free web browser extension for Chrome or Internet Explorer that enables you to gather web content and import it into NVivo. You can capture most webpages as pdfs in NVivo as well you can also capture some pages including Facebook, Twitter, and Youtube as datasets, videos or audio clips.  For more information about NCapture go to the QSR Help Page.