Working with NVivo - Literature Reviews, Framework Matrix, Coding Matrix Query

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I use NVivo as part of my literature review process. These slides show some of the steps I take as part of my process, including: exporting references from Endnote, classifying sources, case nodes, coding from text queries, in-vivo coding, framework matrices, and coding matrix queries.

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Working with NVivo - Literature Reviews, Framework Matrix, Coding Matrix Query

  1. 1. WORKING WITH NVIVO Kristoffer Greaves - Doctoral Researcher - Deakin University
  2. 2. ABOUTME
  3. 3. PARTICULARS  what is NVivo?  organise research (inc. classifications and attributes)  review literature (inc. Endnote)  undertake framework matrices and cluster analyses  produce memos - text and visualisations for writing up  explicit and emergent coding approaches
  4. 4. WHAT IS NVIVO?  Computer Aided Qualitative DataAnalysis Software  "CAQDAS"  There are other suppliers, some are free, e.g.TAMS  Download from Deakin Software Support  Deakin sometimes funds training (recommended)  Runs onWindows (*sigh*)  Available for Mac later this year  Basically a database with some powerful qualitative analysis tools
  5. 5. PAUSE... A METHODOLOGICAL MOMENT  CAQDAS a computational, nominalising operation  Counter-intuitive for some qualitative researchers  Certeau: computational activities "freeze" object, discursive operation of "scientific" "validity" (Heterologies)  Kristoffer: computational activities also enabling, emancipatory, and part of everyday life (so ignoring them "others" them)  Use reflexivity and Certeau's "heterological science" to examine how you use CAQDAS  CAQDAS not a substitute for intellectual engagement and skill
  6. 6. USEFUL BOOKS
  7. 7. NVIVO ONLINE HELP
  8. 8. NVIVOYOUTUBE CHANNEL
  9. 9. NVIVO ON LINKEDIN
  10. 10. ORGANISE: SOURCES IN FOLDERS
  11. 11. ORGANISE: SOURCE CLASSIFICATIONS
  12. 12. ORGANISE: ATTRIBUTES FOR CLASSIFICATIONS
  13. 13. LIT REVIEWWITH ENDNOTE  Select references in Endnote  Export as XML file  Import into NVivo as Other Source  PDFs go into Sources folder  Notes imported as Memos  Consider coding PDFs as ‘Case Nodes’
  14. 14. SELECT SOURCES
  15. 15. • CLICK FILE • CLICK “SAVE AS” • NAMETHE FILE • SAVE AS XML • OUTPUT STYLE: ENDNOTE EXPORT • CHECK ‘EXPORT SELECTED REFERENCES’ • SAVETO DESKTOP
  16. 16. Nvivo • EXTERNAL DATATAB • FROM OTHER SOURCES • FROM ENDNOTE
  17. 17. CHOOSE XML FILE
  18. 18. CHOOSETO ORGANISE BYTITLE OR AUTHOR
  19. 19. TAKESTIMETO IMPORT!
  20. 20. PDFs IMPORTED INTO INTERNAL SOURCES FOLDER NOTES FROM CITATION MANAGER IMPORTED INTO MEMOs FOLDER
  21. 21. CODE SOURCES AS “CASE NODES”  Select the sources >  Go to Create tab >  Items > Create as Case Nodes >  Select save locate etc
  22. 22. CLICK ‘CREATE AS CASE NODES’
  23. 23. CONFIRM LOCATION FOR CASE NODES IN NODES FOLDER
  24. 24. SOURCES NOW CODED AS CASE NODES IN NODES FOLDER
  25. 25. CODING FOR LITERATURE REVIEW EXPLICIT OR EMERGENT?  Explicit – pre-define concepts for coding (create your own codebook), then create nodes for those concepts  Emergent – coding “in-vivo” – creating concepts as they emerge from the source  Kelle: “theoretical sensitivity” a way of reconciling both approaches  For me: usually explicit approach for Literature Review  In a hurry?Try text searching and saving results as a node….
  26. 26. TEXT SEARCH – GOTO QUERY TAB – CLICK ON “TEXT SEARCH” CHECK “ADDTO PROJECT” NAMETHE SEARCH
  27. 27. SELECT SEARCHTERMS SELECT SOURCESTO SEARCH SELECT “CREATE RESULTS AS NEW NODE” + “NARROW CONTEXT”
  28. 28. SEARCH RESULTS IN REFERENCEVIEW SEARCH RESULTS IN PDFVIEW
  29. 29. RESULTS SAVED IN QUERIES FOLDER CAN CREATETHEME NODE FROMTHE SEARCH RESULT
  30. 30. TEXT SEARCH RESULT CODING A THEME NODE “INVIVO” FROM RESULT
  31. 31. FRAMEWORK MATRICES COMPARE AUTHORS ANDTHEMES  Choose CreateTab  Click “Framework Matrix”, then Name it  Choose Case Nodes for Rows  ChooseTheme Nodes for Columns  Empty table appears  Choose AnalyzeTab  Click “Autoanalyze”  Table cells populated by Case rows andTheme columns  Can “code on” and edit text in cells
  32. 32. CHOOSE CREATETAB CLICK ON FRAMEWORK MATRIX NAMETHE FRAMEWORK MATRIX CHOOSE CASE NODES FOR ROWS
  33. 33. CASE NODES SELECTED FOR ROWS CHOOSETHEME NODES FOR COLUMNS CHOSEN THEME NODES
  34. 34. CLICK AUTOSUMMARIZE AUTOSUMMARIZE FILLS COLUMNS WITH TEXT CODEDTOTHEME BY CASES IN ROWS CAN “CODE ON” IN CELLS
  35. 35. MATRIX CODING QUERIES – COMPARE CODES, ATTRIBUTES ETC  Go to QueryTab  Click Matrix Coding  Select “Add to Project”  Select Items you want to compare in Rows and Columns then Run  Produces data table and charts  Example – “Yes/No” responses compared to child themes
  36. 36. GOTO QUERYTAB CLICK “MATRIX CODING” NAMETHE QUERY
  37. 37. SELECT ROW NODES SELECT COLUMN NODES
  38. 38. SELECT SEARCH CRITERIA SELECT “CREATE RESULTS AS NEW NODE MATRIX” THEN “RUN”
  39. 39. NODE MATRIXTABLE CHARTS
  40. 40. Slides will be available online… @pleagletrainer kgg@deakin.edu.au LinkedIn

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