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Data & Digital Scholarship Tutorials

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NVivo 12 Plus Workshop

NVivo gives you a place to organize, store and retrieve your data so you can work more efficiently, save time and rigorously back up findings with evidence. Import data from virtually any source – text, audio, video, emails, images, spreadsheets, online surveys, social and web content and more. With advanced data management, query and visualization tools, NVivo lets you ask complex questions of your data so you can discover more and features best-in-class accessibility options for all researchers.


Participants will gain experience to the following NVivo functionality:

1. Working with documents, surveys, transcripts, and social media

2. Thematic nodes

3. Case classifications

4. Visualizations

5. Sentiment

6. Memos and annotations

7. Working in a multi-user environment

(1) Take Workshops, (2) Pass Quizzes, (3) Become a Data Scholar

Interested in becoming a Data Scholar?


Takes only six workshops!

Pick any Two Categories Below, Take at Least Two Workshops from Each of Those Categories: (Total of 4)


  • Data Visualization
  • Text Data Mining
  • Python Data Scripting
Pick any One Category Below, Take at Least Two Workshops from That Category:


(Total of 2)

  • Research Data Management
  • Finding Secondary Data


* Workshops are offered every semester. No need to fit all 6 in one semester. Become a Data Scholar at your own pace.

* Becoming a Data Scholar is not mandatory. Take any workshop you like.

Launch NVivo 12 Plus

  1. Disregard any prompts to upgrade software
  2. Enter initials if prompted

Create New Project


  1. Click Blank Project
  2. Title: NVivo Workshop
  3. Description: Learning NVivo
  4. OK

Import State of the Union Addresses

  1. Click the Import tab on the top ribbon and then click Files.
  2. Navigate to the \NVivo Workshop Materials\StateOfTheUnion directory
  3. Select all files (PC: CTRL-A, MAC: CMD-A)
  4. Click Open
  5. Click Import
  6. Double-click Bush-1991 Jan 29
Click Nodes under Quick Access or under Codes

Create New Node named International Relations and additional child nodes

  1. Click the Create tab on the top ribbon and then click Node.
  2. Name the Node: International Relations.
  3. OK
  4. Select (click once on) International Relations in the Node list
  5. Again, click the Create tab on the top ribbon and then click Node.
  6. Name this child node: Foreign Aggression
  7. Create a second child node named United Nations



In the Bush-1991 Jan 29 view, select

The community of nations has resolutely gathered to condemn and repel lawless aggression and drag to the International Relations node.

In the same paragraph, locate one phrases or sentences for each of the two child nodes and code them.
Select the International Relations node and on the top ribbon, click Properties and select Aggregate Coding from Children

Click somewhere inside the speech to activate the Document Tools tab on the top ribbon.


Then click Coding Stripes and select All Coding

Click Import on the top ribbon and then click Excel.

Browse to the \NVivo-Workshop-Presidential-Materials\Survey-TrumpVoters\ directory and select Presidential-NVivo.xlsx and click Open.

Click Next on the Survey Import Wizard intro page.

Click Next on the Check Your Data Format page.

Click Next on the Manage Your Survey Respondents page.

Set Phrase that Represents You as Open Ended


Set Why Voting for Trump as Open Ended



--> Uncheck Auto code themes

--> Uncheck Auto code sentiment




Now Import Transcript as a Word Document

Then use the Auto Code Source to import



Word Frequency for all documents
Click the vertical Word Cloud on the right to view a word cloud


  1. Limit Frequencies to Survey Only
  2. Limit Frequencies to Transcript Lumpkin only
  3. Add Lumpkin to Stop Words List
Explore Grouping Functions
Create Node from laughs  
Text Search
  1. Supports Boolean (AND, NOT, OR)
  2. Wildcard (*, ?)
  3. Fuzzy (~)

Exercise: Find all instances of America within 5 words of great


Click Save Results to save to Node

"america great"~5


Autocode thematic nodes for the survey of Trump voters in 2016
  1. Select Identify Themes
  2. Click Next
  3. Once themes have been identified, click Next
  4. Select to Code entire cell for datasets and click Next
  5. Then click Finish.

Chart exploration of gender and various political opinions


In the Explore tab on the top ribbon, click Chart and select Charts


Select the chart you would like to generate: Coding


Select the coding chart you would like to generate: Coding by case attribute value for multiple codes


Nodes: Browse and expand Nodes and select Autocoded Themes

  • Check Political and all child nodes


All attribute values except 'Unassigned', 'Not Applicable'


X-axis attribute: Gender

Y-axis: Number of coding references

Attribute value display order: Descending Y-axis value


Two primary ways to add notes to NVivo

  1. Memo - Add a note to any NVivo object (file, node, case, etc.)
    1. Add a memo to a file
    2. Add a memo to a node
    3. Add a memo to a speaker
  2. Annotations - Comment boxes while you are reading content

What is NCapture?

Use NCapture, a web browser extension, to quickly and easily capture content like web pages, online PDFs and social media for analysis in NVivo.


Chrome Store: NCapture

Calculate sentiment for imported Twitter data


The basic framework is thus: There should be a master version of the NVivo project. Each coder should get a copy of this project. When coding is complete, or if you would prefer at regular intervals, each coder's version is merged back into the master version. The master version will preserve everyone's codes, and will record using initials, differences and commonality among codes.

To merge back into the master, Import Project.


University Libraries

One Bear Place #97148
Waco, TX 76798-7148

(254) 710-6702