The coding function is the main (non-automated) affordance of NVivo for researchers. Some researchers use this tool only for manual coding, and these may never use the machine-analysis aspects of NVivo. There are many appropriate ways to use NVivo based on context and researcher preferences. Unit of coding.

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NVivo provides a number of ways to code your sources. You can define your node structure first and then code at the existing nodes or you can create and code at nodes as you work through your source material.

What do you want to do?

Drag and drop coding

You can drag and drop to code selected content at a new or existing node. This method is easiest when Detail View is displayed on the right side of your screen—seeChange the display of Detail View for more information.

1. Display your nodes in List View.

2. Open a source or node in Detail View.

3. Select the content you want to code.

4. Drag the selected content to List View and do one of the following:

• Drop it on an existing node. = 4 && typeof(BSPSPopupOnMouseOver) 'function') BSPSPopupOnMouseOver(event);'>Show me

• Code to a new node by dropping content in the List View below your nodes. = 4 && typeof(BSPSPopupOnMouseOver) 'function') BSPSPopupOnMouseOver(event);'>Show me
  The New Node dialog box opens. Type a name and description for the node then click OK. You need NVivo 11 (Update 3) or later to drag to a new node.

A confirmation message displays briefly in the status bar to indicate that coding is successful.

Right-click coding

Use the right-click shortcut menu to quickly code content.

1. Open a source or node in Detail View.

2. Select the content you want to code.

3. Right-click to display the shortcut menu and choose one of the coding options:

• Code at new or existing nodes.

• Code to Recent Nodes to access a list of up to 9 of your most recent nodes or cases.

• Code In Vivo to make a node from the selected text.

NOTEA confirmation message displays briefly in the status bar to indicate that coding is successful.

Using the Quick Coding bar

The Quick Coding bar provides a fast way to code or uncode. It is displayed, by default, at the bottom of Detail View when you are working with sources and nodes. If you can't see the Quick Coding bar, you can display it—on the View tab, in the Workspace group, click Quick Coding, and then select Docked.

With the Quick Coding bar, you can:

a Select the location for the node, case or relationship. Alternatively, you can select Nickname—refer to Using nicknames to speed up coding for more information.

b Type or select a node or case. As you type, NVivo searches for any results that match or contain the characters you have typed. Create a new node in the selected location by typing a unique name. The options available here are different when quick coding to relationships—refer to Create a relationship by 'quick coding'.

c Code or uncode at the selected node. You can also press ENTER to code at the current node. A confirmation message displays briefly in the status bar to indicate that coding is successful. = 4 && typeof(BSPSPopupOnMouseOver) 'function') BSPSPopupOnMouseOver(event);'>Show me

d Make a node from selected text (code In Vivo)

e Hide the Quick Coding bar.

TIPS

• The currently selected node or case displays on the Quick Coding bar.

• The Code At list includes cases, nodes and descendant nodes in the current location, as well as nodes and cases you have recently coded at.

• You can use the keyboard to move to the Quick coding bar—press CTRL+Q to position the insertion point in the Code At box.

• You can undock the Quick Coding bar so that it floats over the workspace—then you can move it to any location in the NVivo window. Refer to Customize the workspace for more information.

Coding using the ribbon

1. Select the content you want to code.

2. On the Analyze tab, in the Coding group, click Code.

TheSelect Code Items dialog box is displayed.

3. Select an existing node or click New Node to create and code to a new node—refer to Select Code Items for information about using this dialog box. Press and hold CTRL to select multiple items.
4. ClickOK. A confirmation message displays briefly in the status bar to indicate that coding is successful.

NOTE

• If the node you want to code at has a nickname, you can select it from the Select item from nickname list and click Select.

• When you code at a node, it becomes the 'currently selected node' and is displayed on Quick Coding bar at the bottom of the screen. You can use the Quick Coding bar to code further selections at the 'currently selected node'.

Make a node from selected text (In Vivo code)

You can create a new node based on selected text—this is called 'In Vivo' coding. The text is used as the node name (up to 256 characters).

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1. Select the text content you want to code.

2. On the Analyze tab, in the Coding group, click Code In Vivo.

Shortcut Click Code In Vivo on the Quick Coding bar.

A node is created based on the selected text.

NOTE

• You can edit the node name in the Node Properties—select the node in List View, then on the Home tab, in the Item group, click Properties.

• If you are working in a PDF source, you must select text (rather than a region containing text), if you want to code by the 'In Vivo' method. Refer to About document and PDF sources for information about selecting content in PDFs.

Code entire sources to a node

You can code entire sources to nodes or cases. This can be useful if you want to code everything in the source to a particular theme node, or if the source contains the responses of an individual and you want to code it all at their case node.

1. Select the source in List View. Press and hold CTRL to select multiple sources.

2. On the Analyze tab, in the Coding group, click Code.

The Select Project Items dialog box opens.

3. Select an existing node or click New Node to create and code to a new node—refer to Select Code Items for information about using this dialog box. Press and hold CTRL to select multiple items.
4. ClickOK. A confirmation message displays briefly in the status bar to indicate that coding is successful.

NOTE

• When you code entire sources, the number of coding references created vary depending on source type—for documents, the entire content is coded to a single reference, whereas for audio sources, the media and transcript are coded to separate references—refer to About coding (Coding entire sources to a node) for more information.

Using nicknames to speed up coding

When you create a node (or edit its properties) you can give it a nickname (for example, ag for agriculture or sustn for sustainable). Nodes with nicknames are available for fast selection on the Quick Coding bar—to keep this list manageable, it is a good idea to reserve nicknames for a small number of nodes that you use frequently. Refer to Give a node a nickname for more information.

To code content using a nickname:

1. Select the content you want to code.

2. In the Quick Coding bar, select Nickname from the In list.

3. In the Code At box, enter the nickname. As you type, NVivo suggests existing nicknames that you can choose from.

4. Click the Code at current nodes button on the right. A confirmation message displays briefly in the status bar to indicate that coding is successful.

Turn on or off code whole words

By default, when you code a few letters of a word, NVivo codes the whole word. If you want to select and code individual letters, you can turn off the code whole words option.

1. Click the File tab, and then click Options.

The Application Options dialog box opens.

2. On the General tab under Coding, clear the Code wholewords check box.

3. Click OK.

Related topics

NVivo 12 (Windows)

In this topic

Installing 32-bit and 64-bit versions of NVivo 12 (Windows)

Two versions of NVivo 12 (Windows) are available for Windows 7 and above:

• 32-bit NVivo 12 (Windows)

• 64-bit NVivo 12 (Windows)

For NVivo Plus or users who want to use the automated insights functionality, there are some limitations when processing very large documents (or very large sets of documents) on the 32-bit version of NVivo. In this instance, install the 64-bit version of NVivo to use automated insights.

Both versions are also available to download from http://www.qsrinternational.com/support_downloads.aspx.

NOTE If users work with audio and video files, you may need to install additional codecs—for more information, refer to the FAQs on the QSR website.

What software is installed?

NVivo needs the following prerequisite software:

• Microsoft .NET Framework 4.6.2

• Microsoft Visual C++ 2010 SP1 Redistributable Package

• Microsoft Visual C++ 2012 Update 4 Redistributable Package

• Microsoft SQL Server Express LocalDB 2014

In a standard installation (using the wizard), the prerequisite software is installed automatically. If you are using another deployment method, you may need to install them if they are not already installed.

You can also choose to install the supplementary add-on NCapture, a browser extension that allows users to gather material from the web.

Additional software plug-ins are used for particular purposes in NVivo:

• SurveyMonkey plug-in enables users to import survey data directly from SurveyMonkey

• TranscribeMe plug-in enables users to purchase a transcript from TranscribeMe

• Evernote plug-in enables users to import notes directly from Evernote

• Qualtrics plug-in enables users to import survey data directly from Qualtrics

• OneNote plug-in enables users to import their OneNote content into NVivo

• Windows-Mac Project Converter plug-in enables users to convert projects between NVivo 12 (Windows) and NVivo 12 (Mac) format. This plug-in is downloaded and installed automatically the first time a user converts a project. The plug-in (approximately 200 MB) may take some time to download, during which the user will not be able to use NVivo. You can optionally install this plug-in for your users when you install the software.

• For NVivo Plus edition, automated insights functionality requires language packs which are downloaded and installed automatically the first time a user selects the feature in the Auto Code Wizard. Language packs vary in size depending on the language. There is a language pack for each supported text content language—English, Chinese (Simplified Chinese), French, German, Japanese, Portuguese and Spanish.

These plug-ins are updated automatically, when necessary. The update process requires an Internet connection but does not require administrator privileges.

Installing software to convert projects to and from NVivo 12 (Mac) format

NVivo 12 (Windows) includes a project converter to enable users to convert projects between NVivo 12 (Windows) format (.nvp) and NVivo 12 (Mac) format (.nvpx).

The Windows-Mac Project Converter is provided as a software plug-in for NVivo 12 (Windows). All project conversion between NVivo 12 (Windows) and NVivo 12 (Mac) formats needs to be done within NVivo 12 (Windows)—that is, it cannot be done from NVivo 12 (Mac).

The converter is downloaded and installed on-demand the first time the user is connected to the Internet and does one of the following in NVivo 12 (Windows):

• Opens, imports or copies an NVivo 12 (Mac) project

• Copies or exports an NVivo 12 (Windows) project to NVivo 12 (Mac) format

Users need to be connected to the internet in order to download and install the project converter. Users do not need administrator permission in order to install the project converter.

The process of downloading and installing the project converter can take a few minutes depending on the speed of the internet connection.

If you want to save download time for the users at your site, you can download the files needed to perform a command line installation. For more information, refer to Unattended command line installation (Installing the Windows-Mac Project Converter).

Installing NVivo 12 (Windows) without a local database component

The standard installation of NVivo includes a local database component. If your organization has NVivo Server and your NVivo users intend to work exclusively with NVivo Server projects, you may install NVivo 12 (Windows) without a local database component (Microsoft SQL Server Express LocalDB 2014) by using a different deployment method—for example Unattended command line installation.

Installing NVivo 12 (Windows) without a local database component can simplify the deployment of NVivo 12 (Windows) application virtualization environments such as Citrix XenApp. However, if you choose to install NVivo 12 (Windows) without a local database component, NVivo 12 (Windows) users cannot work with standalone NVivo project files (.nvp files)—they can only work with NVivo Server projects.

Using NVivo for Windows on a Mac

If your users need features that are not currently available in NVivo 12 (Mac), you could consider installing the Windows version of NVivo on a Mac using one of the following software products.

• Apple Boot Camp (Boot Camp is available for Mac OS X version 10.6 and later versions)

• Parallels Desktop for Mac

• VirtualBox

• VMware Fusion

If you are running the software on a virtual platform on a Mac, the virtual machine needs to meet NVivo's system requirements. When using Parallels Desktop for Mac or similar products that emulate the operating system, you may require higher system specifications. This is because these emulation programs require resources for the Mac operating system plus additionally assigned resources for Windows.

Registry keys

NVivo requires all users to have full read/write access to the appropriate areas of the registry in order to operate. These are:

Nvivo Manual Mac Pro

HKEY_LOCAL_MACHINE/SOFTWARE/QSR; and

HKEY_LOCAL_MACHINE/SOFTWARE/Environment

NVivo sets these permissions during the installation process and no action is required by the Network Administrator. However, if the registry permissions installed by NVivo 12 (Windows) are modified after installation, NVivo may fail to launch.

Sample project

NVivo installs sample projects to assist new users to learn the software. The projects are included with the installer.

There is one sample project for NVivo Pro edition, and two available for NVivo Plus. Users can create new copies of the sample projects from the NVivo Start Screen.

For sites with NVivo Server, read-only versions of the sample projects are installed on the server. Users can open the server sample project and explore its contents but they cannot make changes to it. If users want to experiment with a sample project they should create their own copy of the server sample project

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Working with data in a language other than English

Nvivo 12 Mac Manual

Users can import and work with data in virtually any language in NVivo. If they intend to work with data in a language other than English, you must ensure that the appropriate Windows language pack has been installed on their computer. Refer to the Microsoft Windows online help for more information.

In addition, NVivo 12 (Windows) provides a choice of seven interface languages—English, Chinese (Simplified Chinese), French, German, Japanese, Portuguese, and Spanish.

Pre-installation checklist

We recommend that you check the following items before attempting to install NVivo:

Nvivo Manual Mac Pro

• You must have full Administrator privileges for the computer on which you are installing NVivo. After installation, NVivo can be run by a ‘least privileged’ user.

• You should disable antivirus, antispam and firewall applications before installing NVivo, as these applications may impact the successful installation of the Microsoft SQL Server Express LocalDB. After installing NVivo, make sure you re-enable your antivirus, antispam and firewall applications.