Importing sources and creating new documents and memos in Nvivo

The source is a menu to save research material including interviews, surveys, pictures, audios and any other type of files. Thus, this article will discuss in detail examining the following methods to import sources into Nvivo:

1. Internals
2. Memos
3. Externals

Internal folder to save all the sources

Internals whereby the internal folder is used to save all the research materials. For instance, in order to conduct a qualitative study on higher education assessment in Delhi Schools, save all the research material in an internal folder. Hence, the research material broadly includes:

1. Interview transcripts (word files)
2. Articles (Pdf files).

In order to proceed further, maintain three internal folders that will contain three research components:

1. interviews,
2. focus groups and
3. literature review.

The figures below show how to import data into the internal folder.

First, create subgroups in the internal folders based on each data collection method, namely interviews, focus groups and literature review. In order to create subfolders, press right-click in Internals and click on “New Folders“. A box will appear called “new folder“ (Figure 1). Enter Name and description; for interviews, write Interview in name and interview transcript in description and press Ok.

Similarly, create a folder for focus group and literature review by just right-clicking the Internal option and then add folders. See figure 2 and 3 for reference.

Adding new subgroup

In the second step, to add a fourth subgroup called Research Administration, whereby documents related to ethical approval before interviews, statement of participation, emails and other research administration documents are stored. The research administration folder is added in a similar manner as above.

To import data

In the Import Data, interviews transcripts are added to the Interview folder to have all the documents related to interviews in the Nvivo project. To start with:

Interviews > Data (on ribbon) > documents (dialogue box will open as in figure 4)

Browse (locate interview transcripts in system) > select all the files > Open (as in figure 5)

Import data for literature review

Similarly, for the literature review, steps for importing articles in the Literature Review Subfolder are as follow:

Literature Review>Data (on ribbon) > PDFs(dialogue box will open as in figure 6)

Browse (locate articles related to project in system) > select all the files > click (Open as in figure 7)

Optional

• Similarly, excel sheets, pictures, audio and video can be imported in Nvivo. Option “Datasets” in Ribbon in figure 8 imports excel sheets, “Audios” import audio files, “Video” import video files and “Picture” import picture files.

• Also to create additional documents or memo to keep track of the research. For example, a document in Research Administration can be maintained to note the day-to-day progress of the project. For that, follow the steps below:

Research Administration folder > CREATE (Ribbon) > Document.

Memos

The memo contains observations, insights and interpretations to import or create a Memo in Nvivo to organize the Memo. It can also be used to attach sticky notes to one or the other participant’s interviews. To create a memo, follow the steps below:

Memo > CREATE (Ribbon) > Memo Option (dialogue Box will appear similar to figure 9)

Externals

External represent sources that cannot import into a project such as printed books or other articles that are available in hard copies. Thus, this type of material is saved in Externals. Therefore, to create External folders, follow the steps below:

External > CREATE (Ribbon) > External > (dialogue box will appear similar to figure 10)

In the name section, write the name of the book or author while in the Description section. Type the summary of points in the books or article. Further, by clicking on the external tab, another page of the dialogue box will appear (Figure 11).

Mention the file link, weblink or other sources of reference that cannot be imported into Nvivo.