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Getting Started and Finishing your Dissertation
Using NVivo
www.queri.com
Kristi Jackson, MEd PhD
kjackson@queri.com
303-832-9502
 Session 1
◦ NVivo and successfully defended dissertations
 Session 2
◦ NVivo and the dissertation literature review
 Session 3
◦ NVivo, ethics and IRBs
 Session 4
◦ NVivo and your dissertation defense
 Large group
 Small group
 One-on-one
 Independent work
Stay a 4th day
at no extra cost
www.Queri.com
1. Terms and history
2. Basic NVivo capabilities
3. Citing and referencing NVivo
4. Trends and research on use of NVivo
5. Diversity of opinions in the literature
6. Diversity of options among your
committee members and colleagues
7. Suggestions
 Computer Assisted Qualitative Data AnalysiS (CAQDAS)
◦ NOT Computer Assisted Qualitative Data Analysis Software
◦ Citations that properly refer to the acronym:
 Bazeley, P. & Jackson, K. (2013). Qualitative data analysis with NVivo.
London: Sage Publications.
 di Gregorio, S., & Davidson, J. (2008). Qualitative research design for
software users. Berkshire: Open University Press.
 Gilbert, L., Jackson, K., & di Gregorio, S. (2013). Tools for analyzing
qualitative data: The history and relevance of qualitative data analysis
software. In J. M. Spector, M. D. Merrill, J. Elen, & M. J. Bishop (Eds.),
Handbook for research on educational communications and technology (4th
ed., pp. 221-238). London: Routledge.
 Silver, C. & Lewins, S. (2014). Using software in qualitative research: A step-
by-step guide. London: Sage Publications.
 Qualitative Data Analysis Software (QDAS or QDA software)
◦ Yuen, H. K., & Richards, T. J. (1994). Knowledge representation for
grounded theory construction in qualitative data analysis. Journal of
Mathematical Sociology 19(4), 279-298.
 Silver, C. & Lewins, S. (2014). Using software in qualitative research:
A step-by-step guide. London: Sage Publications. (2nd edition)
I: What do you like about
working in this diverse
team?
R: Diverse ideas in a group
can help a group achieve
better decisions and a more
comprehensive lens. But, I
think some people don’t
realize how much they
benefit, individually, too.
Because they keep logging
in new ideas and new ways
of seeing things. So, it’s
not just a better group
product or decision, the
people actually walk out as
better people.
Diversity
Assign themes or codes to particular
pieces of text/audio/video/image.
 Silver, C. & Lewins, S. (2014). Using software in qualitative research:
A step-by-step guide. London: Sage Publications. (2nd edition)
I: What do you like about
working in this diverse
team?
R: Diverse ideas in a group
can help a group achieve
better decisions and a more
comprehensive lens. But, I
think some people don’t
realize how much they
benefit, individually, too.
Because they keep logging
in new ideas and new ways
of seeing things. So, it’s
not just a better group
product or decision, the
people actually walk out as
better people.
Diversity
Assign themes or codes to particular
pieces of text/audio/video/image.
Assign multiple codes to a single
portion of text/audio/video/image.
Personal benefit
Better product
 Silver, C. & Lewins, S. (2014). Using software in qualitative research:
A step-by-step guide. London: Sage Publications. (2nd edition)
Assign themes or codes to particular
pieces of text/audio/video/image.
Assign multiple codes to a single
portion of text/audio/video/image.
Cross-reference the relationships
among codes to investigate
constellations or patterns.
Diversity
Personal
benefit
Better
product
“So, it’s not just a better group
product or decision, the people
actually walk out as better
people.”
 Silver, C. & Lewins, S. (2014). Using software in qualitative research:
A step-by-step guide. London: Sage Publications. (2nd edition)
I: What do you like about
working in this diverse
team?
R: Diverse ideas in a group
can help a group achieve
better decisions and a more
comprehensive lens. But, I
think some people don’t
realize how much they
benefit, individually, too.
Because they keep logging
in new ideas and new ways
of seeing things. So, it’s
not just a better group
product or decision, the
people actually walk out as
better people.
Diversity
Personal benefit
Better product
Assign themes or codes to particular
pieces of text/audio/video/image.
Assign multiple codes to a single
portion of text/audio/video/image.
Cross-reference the relationships
among codes to investigate
constellations or patterns.
Import quantitative or demographic
data as a means of comparing
subpopulations in the data.
community organizer, 28 years old,
5 years of experience, bilingual
 Silver, C. & Lewins, S. (2014). Using software in qualitative research:
A step-by-step guide. London: Sage Publications. (2nd edition)
I: What do you like about
working in this diverse
team?
R: Diverse ideas in a group
can help a group achieve
better decisions and a more
comprehensive lens. But, I
think some people don’t
realize how much they
benefit, individually, too.
Because they keep logging
in new ideas and new ways
of seeing things. So, it’s
not just a better group
product or decision, the
people actually walk out as
better people.
Assign themes or codes to particular
pieces of text/audio/video/image.
Assign multiple codes to a single
portion of text/audio/video/image.
Cross-reference the relationships
among codes to investigate
constellations or patterns.
Import quantitative or demographic
data as a means of comparing
subpopulations in the data.
Track researcher ideas through the
use of memos and links.
The community organizers
who seem most
enthusiastic about their
work (and perhaps less
prone to burn-out) see
diverse angles on diversity.
They see how it can help or
have an impact in multiple
ways. I wonder if there is a
way to get community
organizers to see these
multiple effects. In turn, I
wonder if they’d be more
enthusiastic and less burnt
out.
memo/journal interview transcript
 Silver, C. & Lewins, S. (2014). Using software in qualitative research:
A step-by-step guide. London: Sage Publications. (2nd edition)
Assign themes or codes to particular
pieces of text/audio/video/image.
Assign multiple codes to a single
portion of text/audio/video/image.
Cross-reference the relationships
among codes to investigate
constellations or patterns.
Import quantitative or demographic
data as a means of comparing
subpopulations in the data.
Track researcher ideas through the
use of memos and links.
Connecting and visualizing interpretations
 Examples of first mention
◦ QSR International's NVivo 10 Software.
◦ QSR International's NVivo 10 qualitative data analysis software.
◦ NVivo Qualitative Data Analysis Software; QSR International Pty Ltd.
Version 10, 2012.
◦ NVivo 11 software (QSR International Pty Ltd.)
 Years
◦ NVivo 10 - 2012
◦ NVivo for Mac - 2014
◦ NVivo 11 for Windows in three editions - 2015
 NVivo Starter
 NVivo Pro
 NVivo Plus
 Resources to help you articulate the role of NVivo
◦ Bazeley, P. & Jackson, K. (2013). Qualitative data analysis with NVivo.
London: Sage Publications. (2nd ed)
◦ di Gregorio, S., & Davidson, J. (2008). Qualitative research design for
software users. Berkshire: Open University Press.
◦ Richards, L. (2015). Handling qualitative data. London: Sage Publications.
(3rd ed)
◦ Jackson, K. (2014). Qualitative methods, transparency, and qualitative
data analysis software: Toward an understanding of transparency in
motion. Retrieved from ProQuest. 3621346
◦ Silver, C. & Lewins, S. (2014). Using software in qualitative research: A
step-by-step guide. London: Sage Publications. (2nd edition)
 Methods
◦ Data management (handling)
◦ Ethics - storage/management, encryption, identity
protection (see your IRB)
◦ Data analysis strategies – the software SHOULD be
connected to methods
 Findings
◦ Coding structures
◦ Pattern displays
 Tables, charts, graphs, maps
 Implications
◦ (Less frequent)
Mentions of NVivo in dissertations (ProQuest)
0
200
400
600
800
1000
1200
1400
1600
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Anywhere
Abstract
 Jackson, K. (2014). Qualitative methods, transparency, and
qualitative data analysis software: Toward an understanding
of transparency in motion.
1. Brief discussion of NVivo, even when it was identified as an
important part of the process
2. Role of visualizations in the process, rather than as a product (in
contrast with quantitative research)
Woods, M., Paulus, T., Atkins, D.P., & Macklin, R. (2015). Advancing
qualitative research using Qualitative Data Analysis Software
(QDAS)? Reviewing potential versus practice in published studies
using ATLAS.ti and NVivo, 1994-2013. Social Science Computer
Review. 1-21
 Data
◦ NUDIST, NVivo, Atlas.ti
◦ Peer review journals, English
◦ 1994-2013
◦ 763 empirical studies
 Findings
◦ For both software, most articles were “generic qualitative” “interview” or
“focus group”
 225/414 for NVivo
◦ Only 10.4 % used visualizations
 Homogenization critique
◦ Coffey, A., Holbrook, B. & Atkinson, P. (1996).
'Qualitative Data Analysis: Technologies and
Representations', Sociological Research Online, vol. 1,
no.1. Retrieved from
http://www.socresonline.org.uk/1/1/4.html on October
1, 2015.
 Homogenization response
◦ Lee, R.M. & Fielding, N. (1996). 'Qualitative Data
Analysis: Representations of a Technology: A Comment
on Coffey, Holbrook and Atkinson,' Sociological Research
Online, vol. 1, no. 4. Retrieved from
http://socresonline.org.uk/1/4/lf.html on October 1,
2015.
 Distancing critique
◦ Agar, M. (1991) The right brain strikes back. In N.G.
Fielding and R.M. Lee (eds) Using Computers in
Qualitative Research (London: Sage Publications),
pp. 181 – 194.
 Distancing response
◦ Richards, L. (1998) Closeness to data: the
changing goals of qualitative data handling.
Qualitative Health Research, 8, 319 – 328.
 What do the individual members think
about your use of NVivo?
◦ Benefits:
Tools and activities
Audit trail
Revisit data and interpretations
Multiple data types
Mixed methods
Visualizations
Memos linked to data
Queries that cross-reference
(e.g., intersections)
Comparing sub-groups
Adjectives and descriptors
Transparency
Confirmability
Credibility
Durability
Reliability
Transferability
 What do the individual members think
about your use of NVivo?
◦ Concerns:
Tools and activities
Text mining
Content analysis
Reference counts
Case counts
Few statistics
Coding by hand is important
Adjectives and descriptors
Homogenization
Distancing
Quantification
Unreflective
Get in the way
Mechanistic
 Based on your conversations, fill out this
table:
Adjectives Tools/Activities
Benefits
Concerns
 Identify the software and cite it properly
 Reasons for selection over others
◦ Ease of use?
◦ Access?
 Comparison with others
◦ Advantages?
◦ Similarities?
 Cite books that reference the relevance/purpose
of QDAS
 Anticipate the potential criticisms
◦ Committee
◦ Literature
 Track your journey
◦ Likes, dislikes
◦ Things the software may have obscured
◦ Things you may not have seen the same way without it
◦ A memo called: Next steps
 Specific features used and how you used them
◦ A few, well-placed screen captures along with narrative
 Relevant sections
◦ Methods
 Be specific about purpose (storage, coding, analysis, transcription)
 Show how NVivo supports or relates to your method
 Avoid “method neutral” language
 Ethics - storage/management, encryption, identity protection (see your IRB)
◦ Findings
 Coding structures
 Pattern displays (tables, charts, graphs, maps)
◦ Implications
 Session 1
◦ NVivo and successfully defended dissertations
 Session 2
◦ NVivo and the dissertation literature review
 Session 3
◦ NVivo, ethics and IRBs
 Session 4
◦ NVivo and your dissertation defense
 Large group
 Small group
 One-on-one
 Independent work
Stay a 4th day
at no extra cost
www.Queri.com
Getting Started and Finishing your Dissertation
Using NVivo
www.queri.com
Kristi Jackson, MEd PhD
kjackson@queri.com
303-832-9502

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Tracking Your Methodological and Analytical Journey in NVivo
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Getting Started with NVivo for Your Dissertation

  • 1. Getting Started and Finishing your Dissertation Using NVivo www.queri.com Kristi Jackson, MEd PhD kjackson@queri.com 303-832-9502
  • 2.  Session 1 ◦ NVivo and successfully defended dissertations  Session 2 ◦ NVivo and the dissertation literature review  Session 3 ◦ NVivo, ethics and IRBs  Session 4 ◦ NVivo and your dissertation defense
  • 3.  Large group  Small group  One-on-one  Independent work Stay a 4th day at no extra cost www.Queri.com
  • 4. 1. Terms and history 2. Basic NVivo capabilities 3. Citing and referencing NVivo 4. Trends and research on use of NVivo 5. Diversity of opinions in the literature 6. Diversity of options among your committee members and colleagues 7. Suggestions
  • 5.  Computer Assisted Qualitative Data AnalysiS (CAQDAS) ◦ NOT Computer Assisted Qualitative Data Analysis Software ◦ Citations that properly refer to the acronym:  Bazeley, P. & Jackson, K. (2013). Qualitative data analysis with NVivo. London: Sage Publications.  di Gregorio, S., & Davidson, J. (2008). Qualitative research design for software users. Berkshire: Open University Press.  Gilbert, L., Jackson, K., & di Gregorio, S. (2013). Tools for analyzing qualitative data: The history and relevance of qualitative data analysis software. In J. M. Spector, M. D. Merrill, J. Elen, & M. J. Bishop (Eds.), Handbook for research on educational communications and technology (4th ed., pp. 221-238). London: Routledge.  Silver, C. & Lewins, S. (2014). Using software in qualitative research: A step- by-step guide. London: Sage Publications.  Qualitative Data Analysis Software (QDAS or QDA software) ◦ Yuen, H. K., & Richards, T. J. (1994). Knowledge representation for grounded theory construction in qualitative data analysis. Journal of Mathematical Sociology 19(4), 279-298.
  • 6.  Silver, C. & Lewins, S. (2014). Using software in qualitative research: A step-by-step guide. London: Sage Publications. (2nd edition) I: What do you like about working in this diverse team? R: Diverse ideas in a group can help a group achieve better decisions and a more comprehensive lens. But, I think some people don’t realize how much they benefit, individually, too. Because they keep logging in new ideas and new ways of seeing things. So, it’s not just a better group product or decision, the people actually walk out as better people. Diversity Assign themes or codes to particular pieces of text/audio/video/image.
  • 7.  Silver, C. & Lewins, S. (2014). Using software in qualitative research: A step-by-step guide. London: Sage Publications. (2nd edition) I: What do you like about working in this diverse team? R: Diverse ideas in a group can help a group achieve better decisions and a more comprehensive lens. But, I think some people don’t realize how much they benefit, individually, too. Because they keep logging in new ideas and new ways of seeing things. So, it’s not just a better group product or decision, the people actually walk out as better people. Diversity Assign themes or codes to particular pieces of text/audio/video/image. Assign multiple codes to a single portion of text/audio/video/image. Personal benefit Better product
  • 8.  Silver, C. & Lewins, S. (2014). Using software in qualitative research: A step-by-step guide. London: Sage Publications. (2nd edition) Assign themes or codes to particular pieces of text/audio/video/image. Assign multiple codes to a single portion of text/audio/video/image. Cross-reference the relationships among codes to investigate constellations or patterns. Diversity Personal benefit Better product “So, it’s not just a better group product or decision, the people actually walk out as better people.”
  • 9.  Silver, C. & Lewins, S. (2014). Using software in qualitative research: A step-by-step guide. London: Sage Publications. (2nd edition) I: What do you like about working in this diverse team? R: Diverse ideas in a group can help a group achieve better decisions and a more comprehensive lens. But, I think some people don’t realize how much they benefit, individually, too. Because they keep logging in new ideas and new ways of seeing things. So, it’s not just a better group product or decision, the people actually walk out as better people. Diversity Personal benefit Better product Assign themes or codes to particular pieces of text/audio/video/image. Assign multiple codes to a single portion of text/audio/video/image. Cross-reference the relationships among codes to investigate constellations or patterns. Import quantitative or demographic data as a means of comparing subpopulations in the data. community organizer, 28 years old, 5 years of experience, bilingual
  • 10.  Silver, C. & Lewins, S. (2014). Using software in qualitative research: A step-by-step guide. London: Sage Publications. (2nd edition) I: What do you like about working in this diverse team? R: Diverse ideas in a group can help a group achieve better decisions and a more comprehensive lens. But, I think some people don’t realize how much they benefit, individually, too. Because they keep logging in new ideas and new ways of seeing things. So, it’s not just a better group product or decision, the people actually walk out as better people. Assign themes or codes to particular pieces of text/audio/video/image. Assign multiple codes to a single portion of text/audio/video/image. Cross-reference the relationships among codes to investigate constellations or patterns. Import quantitative or demographic data as a means of comparing subpopulations in the data. Track researcher ideas through the use of memos and links. The community organizers who seem most enthusiastic about their work (and perhaps less prone to burn-out) see diverse angles on diversity. They see how it can help or have an impact in multiple ways. I wonder if there is a way to get community organizers to see these multiple effects. In turn, I wonder if they’d be more enthusiastic and less burnt out. memo/journal interview transcript
  • 11.  Silver, C. & Lewins, S. (2014). Using software in qualitative research: A step-by-step guide. London: Sage Publications. (2nd edition) Assign themes or codes to particular pieces of text/audio/video/image. Assign multiple codes to a single portion of text/audio/video/image. Cross-reference the relationships among codes to investigate constellations or patterns. Import quantitative or demographic data as a means of comparing subpopulations in the data. Track researcher ideas through the use of memos and links. Connecting and visualizing interpretations
  • 12.  Examples of first mention ◦ QSR International's NVivo 10 Software. ◦ QSR International's NVivo 10 qualitative data analysis software. ◦ NVivo Qualitative Data Analysis Software; QSR International Pty Ltd. Version 10, 2012. ◦ NVivo 11 software (QSR International Pty Ltd.)  Years ◦ NVivo 10 - 2012 ◦ NVivo for Mac - 2014 ◦ NVivo 11 for Windows in three editions - 2015  NVivo Starter  NVivo Pro  NVivo Plus
  • 13.  Resources to help you articulate the role of NVivo ◦ Bazeley, P. & Jackson, K. (2013). Qualitative data analysis with NVivo. London: Sage Publications. (2nd ed) ◦ di Gregorio, S., & Davidson, J. (2008). Qualitative research design for software users. Berkshire: Open University Press. ◦ Richards, L. (2015). Handling qualitative data. London: Sage Publications. (3rd ed) ◦ Jackson, K. (2014). Qualitative methods, transparency, and qualitative data analysis software: Toward an understanding of transparency in motion. Retrieved from ProQuest. 3621346 ◦ Silver, C. & Lewins, S. (2014). Using software in qualitative research: A step-by-step guide. London: Sage Publications. (2nd edition)
  • 14.  Methods ◦ Data management (handling) ◦ Ethics - storage/management, encryption, identity protection (see your IRB) ◦ Data analysis strategies – the software SHOULD be connected to methods  Findings ◦ Coding structures ◦ Pattern displays  Tables, charts, graphs, maps  Implications ◦ (Less frequent)
  • 15. Mentions of NVivo in dissertations (ProQuest) 0 200 400 600 800 1000 1200 1400 1600 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Anywhere Abstract
  • 16.  Jackson, K. (2014). Qualitative methods, transparency, and qualitative data analysis software: Toward an understanding of transparency in motion. 1. Brief discussion of NVivo, even when it was identified as an important part of the process 2. Role of visualizations in the process, rather than as a product (in contrast with quantitative research)
  • 17. Woods, M., Paulus, T., Atkins, D.P., & Macklin, R. (2015). Advancing qualitative research using Qualitative Data Analysis Software (QDAS)? Reviewing potential versus practice in published studies using ATLAS.ti and NVivo, 1994-2013. Social Science Computer Review. 1-21  Data ◦ NUDIST, NVivo, Atlas.ti ◦ Peer review journals, English ◦ 1994-2013 ◦ 763 empirical studies  Findings ◦ For both software, most articles were “generic qualitative” “interview” or “focus group”  225/414 for NVivo ◦ Only 10.4 % used visualizations
  • 18.  Homogenization critique ◦ Coffey, A., Holbrook, B. & Atkinson, P. (1996). 'Qualitative Data Analysis: Technologies and Representations', Sociological Research Online, vol. 1, no.1. Retrieved from http://www.socresonline.org.uk/1/1/4.html on October 1, 2015.  Homogenization response ◦ Lee, R.M. & Fielding, N. (1996). 'Qualitative Data Analysis: Representations of a Technology: A Comment on Coffey, Holbrook and Atkinson,' Sociological Research Online, vol. 1, no. 4. Retrieved from http://socresonline.org.uk/1/4/lf.html on October 1, 2015.
  • 19.  Distancing critique ◦ Agar, M. (1991) The right brain strikes back. In N.G. Fielding and R.M. Lee (eds) Using Computers in Qualitative Research (London: Sage Publications), pp. 181 – 194.  Distancing response ◦ Richards, L. (1998) Closeness to data: the changing goals of qualitative data handling. Qualitative Health Research, 8, 319 – 328.
  • 20.  What do the individual members think about your use of NVivo? ◦ Benefits: Tools and activities Audit trail Revisit data and interpretations Multiple data types Mixed methods Visualizations Memos linked to data Queries that cross-reference (e.g., intersections) Comparing sub-groups Adjectives and descriptors Transparency Confirmability Credibility Durability Reliability Transferability
  • 21.  What do the individual members think about your use of NVivo? ◦ Concerns: Tools and activities Text mining Content analysis Reference counts Case counts Few statistics Coding by hand is important Adjectives and descriptors Homogenization Distancing Quantification Unreflective Get in the way Mechanistic
  • 22.  Based on your conversations, fill out this table: Adjectives Tools/Activities Benefits Concerns
  • 23.  Identify the software and cite it properly  Reasons for selection over others ◦ Ease of use? ◦ Access?  Comparison with others ◦ Advantages? ◦ Similarities?  Cite books that reference the relevance/purpose of QDAS  Anticipate the potential criticisms ◦ Committee ◦ Literature
  • 24.  Track your journey ◦ Likes, dislikes ◦ Things the software may have obscured ◦ Things you may not have seen the same way without it ◦ A memo called: Next steps  Specific features used and how you used them ◦ A few, well-placed screen captures along with narrative  Relevant sections ◦ Methods  Be specific about purpose (storage, coding, analysis, transcription)  Show how NVivo supports or relates to your method  Avoid “method neutral” language  Ethics - storage/management, encryption, identity protection (see your IRB) ◦ Findings  Coding structures  Pattern displays (tables, charts, graphs, maps) ◦ Implications
  • 25.  Session 1 ◦ NVivo and successfully defended dissertations  Session 2 ◦ NVivo and the dissertation literature review  Session 3 ◦ NVivo, ethics and IRBs  Session 4 ◦ NVivo and your dissertation defense
  • 26.  Large group  Small group  One-on-one  Independent work Stay a 4th day at no extra cost www.Queri.com
  • 27. Getting Started and Finishing your Dissertation Using NVivo www.queri.com Kristi Jackson, MEd PhD kjackson@queri.com 303-832-9502