In this folder you will be able to import, locate, and work with all the sources that you brought into the NVivo Project.

Types of files: Word, Excel, PDFs, Audio, Video, Surveys, and bibliographic files such as EverNote and Zotero, webpages, and social media (which gets imported as a dataset).

Datasets: A dataset is an excel file that has both qualitative and quantitative fields.

  1. Codable data is qualitative (open answers).
  2. Classifying data is quantitative (forced answers).




Within each of the permanent folders located in the Navigation View, you may add subfolders.  In order to do this, right click the folder, for instance, "Internals" and select "add a new folder".




In this folder you will find sources that exist outside of your NVivo project, but that may still be accessed and coded.


Sources such as books, webpages, and PowerPoint presentations cannot be imported into NVivo.  The Externals folder will act as a proxy and will allow you to save a link to these sources as well as save your coding.








You may add content to an external in "Edit Mode", which you can enable by clicking the banner that reads "Click to Edit".



NCapture is a web browser extension tool that enables you to suck in the data of a website and bring that information into NVivo as a dataset source to be coded and analyzed. It can import articles, webpages, blog posts, online PDFs, and information from social media sites such as Facebook wall posts and comments, Twitter content, LinkedIn group discussions, and YouTube content.

In order to use NCapture it must be first added as an extension to your web browser, if it is not already an add-on, it may be easily downloaded from QSR International. Once added it will appear in the upper right-hand corner of your browser.




Using NCapture:


On a page you wish to import into NVivo click the NCapture icon at the upper right-hand corner of your web browser -> Give the NCapture a brief description if you desire (recording the date of the capture is a good idea) -> If you would like to code the entire source at one or more nodes you can fill that space out or leave it blank -> You can also add a memo -> Select "Capture".





Importing an NCapture:



1. Select the "External Data" portion of the NVivo top ribbon -> Select the "From Other Sources" tab -> Select "From NCapture" from the drop-down menu.





2. A new window will pop up -> Select the "Browse" option to find your NCapture -> Unless you specified otherwise, you will most likely find it in your "Downloads" -> Select the NCapture(s) you wish to import by checking its preceding box -> Select "Import".


*The NCapture will be imported into NVivo as a dataset.



Accessing the NCapture:


Select "Sources" from the Lower Navigation View -> Select the "Internals" folder from the Upper Navigation View -> Select the appropriate NCapture from the List View -> The NCapture will open in the Detail View and can be easily coded.


*You may want to create a new child folder under the "Internals" folder labeled "NCapture" in order to keep your NCaptures separated from your other internals.


Preparing Files

Some files can be prepared before they are imported.

Surveys: A survey that has been made within Word, or another word processor that allows for Heading Levels (located in formatting options), can be prepared such that NVivo can auto-code the survey information upon importation. Pre-tagging data like this will allow you to use it more easily in NVivo.

Heading Levels: Use different heading levels for the name of the Interviewer and Interviewee in a document. This way the text of the questions and answers will be sorted by these nodes.

The Heading Levels can be used to differentiate between people, or between data gathered at different times, for instance, in a project studying child conversations and behavior in school you could split your data by “before class”, "during class", and "after class".

When these sorts of organized documents are imported into NVivo, select the “auto-code” option in order to slice out this information.

Datasets: You can also create a new dataset in NVivo by importing an Excel spreadsheet, a text file organized via commas or tabs, an NCapture file, a database file, or a Word document organized by Heading Levels.


Importing Files


Importing Files: For most files the importing process is very easy.

Go to the Sources folder of the Navigation View -> Right-click the correct Source folder or sub-folder from the top portion of the Naviagtion View -> Right-click in the blank area of the List View -> From the drop-down menu choose Import -> Browse -> Open.

If you have not created a sub-folder:

Click on the correct Source folder -> Choose create Sub-folder -> Label Sub-folder -> Right-click in the blank area of the List View -> From the drop-down menu choose Import -> Browse -> Open.

Import Pictures: Images can be imported in two different ways.

Import the photograph into NVivo as a JPEG so that you can code different sections of the photograph. Basically this option allows you to code pixels.

You can also place the photograph in a word document and import the document into NVivo. This will allow you to code the photograph, but not sections/pixels of it. This will make coding easier, and is preferable if different sections of the photograph are not of importance to your project.


Import a Dataset:

When you are importing a dataset there will be an “Import Wizard” with easy to follow instructions. On step four you will be allowed to change sections that had open answers (versus forced answers aka yes or no answers). The Dataset Wizard will try to place the answers into either codable field or classifying field, codable data will be the qualitative data/open answered questions. If there are any columns that have been set to the wrong option, click the column title and then check the appropriate choice under the “Analysis Type”. You will be able to sort the codable data into nodes.






Import a Classification Sheet:

A Classification Sheet will be an Excel spreadsheet that contains demographic classifications for people, institutions, etc.

From NVivo's top ribbon select the “External Data” tab -> Select “classification sheets” -> Import the excel sheet using the “Import Classification Sheets Wizard” -> Select "Browse" in order to search for the data sheet -> Ensure that the classification type is “Node Classification” -> Click all three boxes on this page -> Choose how to specify the nodes (most likely you will want to use the “As Names” option) -> Finish the import -> All the case nodes will be already properly classified.

While importing a Classification Sheet, don’t create nodes if they don’t exist.  You may have a typo that will end up leaving a person without attributes, but this will soon become evident, and you will be able to go back into your excel sheet to fix the issue. If you forget this step you can always merge the nodes together after the import, you just need to be aware.



Import an Entire Project:

Entire projects or only the node structures of other projects can be imported into an open project of NVivo.

First make sure that you have saved a recent back-up project. In the Navigation View select: Sources -> Externals -> In the List View right-click -> Select "New External" -> When the window appears fill out the name and description under the "General Tab" -> Choose the "File Link" option -> Then click on "Browse" and choose the NVivo project you would like to open -> Click "Okay" to import.



Memos are useful for keeping track of your progress in your project, for shared projects, and for recording thoughts and analyses about your project.

In order to edit or write in a new or current memo, you must click the banner above the memo, "Click to edit".

Shift + Control + T will add a date and time stamp into the memo.

Shared projects: Memos can be read by all members working on the project. They help you maintain contact with your partner(s) and their progress even if you are never in the same room.

Journal: You can use the memo function as a journal, but be sure to be clear and use complete sentences so that you remember what you meant if you go back to the memo later on.  It is useful to keep track of your progress and to add a date and time stamp to each entry.  It is also useful to keep a memo of "To-Do Items" to remind yourself of any themes or ideas you may want to pursue within your project.



See Also Link: You can link any musings or extra thoughts to any piece of your data.

Create a See Also Link:

Find the data you want to use -> Copy it -> Go into your memo -> Highlight the relevant portion of you memo -> Right-click -> Choose option “paste as see also link”.

Be sure not to highlight to the end of your sentence in “Memo” because then the link will continue on.

A "See also link" creates a pathway between two different spaces, the memo and the data. You may then export the memo to Word and it will include your “See also link” as an End Note.


Framework Matrices

Framework Matrices allow you to organize your data into columns and rows in order to compare and contrast multiple nodes.  For instance, you may look at people whom you've coded into nodes (aka case nodes) versus specific themes that you have organized into nodes (aka theme nodes), in order to compare how each interviewee felt about each of the themes.



Create a Framework Matrix:

Choose the "Sources" folder from the lower portion of the Navigation View -> Choose the "Framework Matrices" from the upper portion of the Navigation View -> Right-Click in the List View -> Select "New Framework Matrix" -> In the "General" tab fill out the name and description -> In the "Rows" tab click "Select" and choose the case nodes you wish to compare in this matrix and choose the attributes you'd like to sort these rows by -> In the "Columns" tab repeat the same process for your theme nodes -> Select "Ok" -> After a framework matrix has been created, you may delete certain columns or rows.