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NVivo provides software tools to assist a researcher from the time of conceptualization of a project through to its completion. Although NVivo is software that is designed primarily for researchers undertaking analysis of qualitative (text and multimedia) data, its usefulness extends to researchers engaged in any kind of research. The tools provided by NVivo assist in the following:

  • Tracking and management of data sources and information about these sources
  • Tracking and linking ideas associated with or derived from data sources
  • Searching for terms or concepts
  • Indexing or coding text or multimedia information for easy retrieval
  • Organizing codes to provide a conceptual framework for a study
  • Querying relationships between concepts, themes, or categories
  • Building and drawing visual models with links to data

Particular and unique strengths of NVivo lie in its ability to facilitate work involving complex data sources in a variety of formats, in the range of the query tools it offers, and in its ability to link quantitative with qualitative data.

The consideration of NVivo is relevant to the practical task of research design in two senses: Its tools are useful when designing or preparing for a research project, and if it is to be used also for the analysis of qualitative or mixed methods data, then consideration needs to be given to designing and planning for its use.

Designing with NVivo

NVivo can assist in the research design process in (at least) three ways, regardless of the methodological approach to be adopted in the research: keeping a research journal, working with literature, and building conceptual models.

Keeping a Journal

Keeping a record of decisions made when planning and conducting a research project, tracking events occurring during the project (foreseen and unforeseen), or even recording random thoughts about the project, will assist an investigator to prepare an accurate record of the methods adopted for the project and the rationale for those methods. Journaling serves also to simulate thinking, to prevent loss of ideas that might be worthy of follow-up, and to provide an audit trail of development in thinking toward final conclusions.

NVivo can work with text that has been recorded using Microsoft Word, or a journal can be recorded progressively within NVivo. Some researchers keep all their notes in a single document, whereas others prefer to make several documents perhaps to separate methodological from substantive issues. The critical contribution that NVivo can make here is to assist the researcher in keeping track of their ideas through coding the content of the journal. A coding system in NVivo works rather like an index but with a bonus. The text in the document is highlighted and tagged with a code (a label that the researcher devises). Codes might be theoretically based and designed a priori, or they can be created or modified (renamed, rearranged, split, combined, or content recoded) in an emergent way as the project proceeds. The bonus of using codes in NVivo is that all materials that have been coded in a particular way can be retrieved together, and if needed for clarification, any coded segment can be shown within its original context. A research journal is a notoriously messy document, comprising random thoughts, notes of conversations, ideas from reading, and perhaps even carefully considered strategies that entered in no particular sequence. By coding their journal, researchers can find instantly any thoughts or information they have on any particular aspect of their project, regardless of how messy the original document was. This different view of what has been written not only brings order out of chaos and retrieves long-forgotten thoughts but also prompts deeper thinking and perhaps reconceptualization of that topic after visualizing all the material on one topic together.

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