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Team NVivo:
Building Successful Research Collaborations
www.queri.com
Kristi Jackson, MEd PhD
kjackson@queri.com
303-832-9502
Table of contents
• Perspectives: Qualitative computing and NVivo
• Starting out, with a view ahead
• Designing an NVivo database
• Coding basics
• Going on with coding
• Cases, classifications, and comparisons
• Working with multimedia sources
• Adding reference material to your NVivo project
• Datasets and mixed methods
• Tools and strategies for visualizing data
• Using coding and queries to further analysis
• Teamwork with NVivo
• Moving on - further resources
1. Why do team research?
2. Database options (types of projects)
3. Tools specifically designed to
facilitate teamwork
4. Practical tips about other tools
5. Objectives for successful teams
 Multiple perspectives
◦ Articulating the often unstated assumptions of the
lone researcher
 Large scale qualitative studies
◦ Addressing qualitative questions that cannot be
answered with quantitative approaches
◦ Discovery of relevant questions in the research
context
◦ Promoting social justice through research
◦ Data triangulation
1. A single, stand-alone project (relayed or
“handed off” to other researchers)
2. NVivo Server allows for synchronous use
3. Multiple stand-alone projects that are
merged.
Project AProject C Project B
Copy
Import
 Prompting for user on launch
◦ Items “created by KJ” and “modified by KJ”
◦ Project log
 Users and passwords
 Coding stripes by user
 Queries according to user
 Coding comparison query
File  Options
File  Info  Project Properties
File  Info  Open Project Event Log
File  Info  Project Properties  Passwords
Project AProject C Project B
Copy
Import
Activities
Meetings
Phone conferences
Teamwork
Communication
Trust
Activities
Meetings
Phone conferences
Projects
Teamwork
Communication
Diversity
Trust
Activities
Phone conferences
Projects
Teamwork
Communication
Diversity
Trust
1. Same name
◦ Nodes: trusting, work, love
◦ Sources: Susan, Dorothy, William
◦ (Classifications, sets, etc.)
2. Same hierarchical position in the database
◦ My project:NodesThemesTrusting
◦ My project:SourcesInterviewsSusan
3. Exact same text in the sources
“I love the beauty of this place”
- does not match -
“I love the beauty in this place”
DO NOT EDIT THE TEXT!
 In general, properties of the “master” will
trump the auxiliary (e.g., Node descriptions,
colors, aggregate)
 If two sets have different members, the new
set will have all members (combined)
 Help files you should review:
◦ “How NVivo determines that two project items are
duplicates”
◦ “How duplicate project items are handled during
import”
◦ “How project properties are handled during import”
 Open a node (or source)
View
Coding stripes
Selected Items
Users
Query  (any one, except coding comparison)
 Caveats
◦ Hegemonic coding
 Reliability at the expense of validity
◦ An account of the process vs. a reliability measure
 How was the coding system developed?
 What was it that convinced the team of their
conclusions?
 What were the competing explanations?
 How were differences resolved?
Query  Coding Comparison
User(s) A
User(s) B
Node(s)
Source(s)
Kappa Coefficient
Percent agreement
I am not a Down Easter by generation by
any sense. I am a dingbatter. That is what
I am. But it is a beautiful area to live. I
chose to live here. We’ve lived down here
for about six or seven years now. A lot of
people look at you strangely when you say
you want to move to a remote area. But to
me, there’s a lot of beauty in that, of
being remote. To me it’s not that bad. I
can’t imagine why anyone would want to
leave to tell you the truth. I can
understand why Down Easters like living
here, it’s in their blood. And it might be in
mine too to some extent. The main thing,
besides the water and the beauty of the
areas, is the people. I like the
personalities and the character of these
people. They are independent, they are
self-starters, they are hard workers. They
will make it regardless of any recession.
They are that kind of people. They are
good people that live Down East. And
that’s probably the big attribute that this
area has got. The main thing, besides the
water and the beauty of the areas, is the
people. I like the personalities and the
character of these people.
I am not a Down Easter by generation by
any sense. I am a dingbatter. That is what
I am. But it is a beautiful area to live. I
chose to live here. We’ve lived down here
for about six or seven years now. A lot of
people look at you strangely when you say
you want to move to a remote area. But to
me, there’s a lot of beauty in that, of
being remote. To me it’s not that bad. I
can’t imagine why anyone would want to
leave to tell you the truth. I can
understand why Down Easters like living
here, it’s in their blood. And it might be in
mine too to some extent. The main thing,
besides the water and the beauty of the
areas, is the people. I like the
personalities and the character of these
people. They are independent, they are
self-starters, they are hard workers. They
will make it regardless of any recession.
They are that kind of people. They are
good people that live Down East. And
that’s probably the big attribute that this
area has got. The main thing, besides the
water and the beauty of the areas, is the
people. I like the personalities and the
character of these people.
double-click
 Memos
◦ One for each team member
 Tip:
Add heading levels instead
of a memo for each topic
and use the “auto code”
tool to sort these into
nodes after combining
projects
 “Node description recommendations”
 “Issues for the next meeting”
 “Database management”
 Author initials in the text of each Annotation
 Colors for team member work
Questions about coding
Initial interpretations
Suggestions for
interviewers
Ideas for conference
presentation
 A node (or folder) for each team member to
allow for new ideas without going too far
astray
 Ongoing clarification of purposes and
processes
 Piloting
 Reflective writing
 Leveraging team strengths
 What qualitative methodologies are guiding the team
work?
 How geographically dispersed is the team?
 What are the ethical and human subject issues for this
project?
 What work will be done independently, in pairs, or in
groups?
 What kind of access do team members have to the
software?
 What experience do the researchers have with qualitative
methods, with the research setting, or with NVivo?
 What decision-making models (e.g., consensus,
democratic vote, or team leader directives) are in play to
guide team progress?
 Who is the project “Czar” and how will they communicate?
 Prepare one document and import it, rather
than preparing all 40 files
 Ask different researchers code a page of a
transcript
◦ Practice a project import
◦ See the visual comparisons
 Detailed project management logs (in an
NVivo memo)
 Run queries and visualizations early to test
them
 Propose improvements and modifications
◦ Data collection
◦ Cleaning
◦ Storage, etc.
 Role clarifications or job descriptions
 Timelines for activities or benchmarks
 Minutes of meetings
 Coding structures, definitions, examples and
counter-examples
 Ideas proposed by team members and decisions
made regarding these proposals
 Emerging models or hypotheses
 Initial assessment of skills/needs:
◦ Qualitative research methods
◦ Content area
◦ NVivo as a database
 Shifting
◦ Needs
◦ Skills
◦ Assessments
 Short and long-term mapping of tasks and
individuals
Table of contents
• Perspectives: Qualitative computing and NVivo
• Starting out, with a view ahead
• Designing an NVivo database
• Coding basics
• Going on with coding
• Cases, classifications, and comparisons
• Working with multimedia sources
• Adding reference material to your NVivo project
• Datasets and mixed methods
• Tools and strategies for visualizing data
• Using coding and queries to further analysis
• Teamwork with NVivo
• Moving on - further resources
Kristi Jackson, MEd PhD
kjackson@queri.com
303-832-9502

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Building successful research collaboration

  • 1. Team NVivo: Building Successful Research Collaborations www.queri.com Kristi Jackson, MEd PhD kjackson@queri.com 303-832-9502
  • 2. Table of contents • Perspectives: Qualitative computing and NVivo • Starting out, with a view ahead • Designing an NVivo database • Coding basics • Going on with coding • Cases, classifications, and comparisons • Working with multimedia sources • Adding reference material to your NVivo project • Datasets and mixed methods • Tools and strategies for visualizing data • Using coding and queries to further analysis • Teamwork with NVivo • Moving on - further resources
  • 3. 1. Why do team research? 2. Database options (types of projects) 3. Tools specifically designed to facilitate teamwork 4. Practical tips about other tools 5. Objectives for successful teams
  • 4.  Multiple perspectives ◦ Articulating the often unstated assumptions of the lone researcher  Large scale qualitative studies ◦ Addressing qualitative questions that cannot be answered with quantitative approaches ◦ Discovery of relevant questions in the research context ◦ Promoting social justice through research ◦ Data triangulation
  • 5. 1. A single, stand-alone project (relayed or “handed off” to other researchers) 2. NVivo Server allows for synchronous use 3. Multiple stand-alone projects that are merged. Project AProject C Project B Copy Import
  • 6.  Prompting for user on launch ◦ Items “created by KJ” and “modified by KJ” ◦ Project log  Users and passwords  Coding stripes by user  Queries according to user  Coding comparison query
  • 8.
  • 9. File  Info  Project Properties
  • 10. File  Info  Open Project Event Log
  • 11. File  Info  Project Properties  Passwords
  • 12. Project AProject C Project B Copy Import
  • 14. 1. Same name ◦ Nodes: trusting, work, love ◦ Sources: Susan, Dorothy, William ◦ (Classifications, sets, etc.) 2. Same hierarchical position in the database ◦ My project:NodesThemesTrusting ◦ My project:SourcesInterviewsSusan 3. Exact same text in the sources “I love the beauty of this place” - does not match - “I love the beauty in this place” DO NOT EDIT THE TEXT!
  • 15.  In general, properties of the “master” will trump the auxiliary (e.g., Node descriptions, colors, aggregate)  If two sets have different members, the new set will have all members (combined)  Help files you should review: ◦ “How NVivo determines that two project items are duplicates” ◦ “How duplicate project items are handled during import” ◦ “How project properties are handled during import”
  • 16.
  • 17.  Open a node (or source) View Coding stripes Selected Items Users
  • 18.
  • 19. Query  (any one, except coding comparison)
  • 20.  Caveats ◦ Hegemonic coding  Reliability at the expense of validity ◦ An account of the process vs. a reliability measure  How was the coding system developed?  What was it that convinced the team of their conclusions?  What were the competing explanations?  How were differences resolved?
  • 21. Query  Coding Comparison User(s) A User(s) B Node(s) Source(s) Kappa Coefficient Percent agreement
  • 22. I am not a Down Easter by generation by any sense. I am a dingbatter. That is what I am. But it is a beautiful area to live. I chose to live here. We’ve lived down here for about six or seven years now. A lot of people look at you strangely when you say you want to move to a remote area. But to me, there’s a lot of beauty in that, of being remote. To me it’s not that bad. I can’t imagine why anyone would want to leave to tell you the truth. I can understand why Down Easters like living here, it’s in their blood. And it might be in mine too to some extent. The main thing, besides the water and the beauty of the areas, is the people. I like the personalities and the character of these people. They are independent, they are self-starters, they are hard workers. They will make it regardless of any recession. They are that kind of people. They are good people that live Down East. And that’s probably the big attribute that this area has got. The main thing, besides the water and the beauty of the areas, is the people. I like the personalities and the character of these people. I am not a Down Easter by generation by any sense. I am a dingbatter. That is what I am. But it is a beautiful area to live. I chose to live here. We’ve lived down here for about six or seven years now. A lot of people look at you strangely when you say you want to move to a remote area. But to me, there’s a lot of beauty in that, of being remote. To me it’s not that bad. I can’t imagine why anyone would want to leave to tell you the truth. I can understand why Down Easters like living here, it’s in their blood. And it might be in mine too to some extent. The main thing, besides the water and the beauty of the areas, is the people. I like the personalities and the character of these people. They are independent, they are self-starters, they are hard workers. They will make it regardless of any recession. They are that kind of people. They are good people that live Down East. And that’s probably the big attribute that this area has got. The main thing, besides the water and the beauty of the areas, is the people. I like the personalities and the character of these people. double-click
  • 23.
  • 24.  Memos ◦ One for each team member  Tip: Add heading levels instead of a memo for each topic and use the “auto code” tool to sort these into nodes after combining projects  “Node description recommendations”  “Issues for the next meeting”  “Database management”  Author initials in the text of each Annotation  Colors for team member work Questions about coding Initial interpretations Suggestions for interviewers Ideas for conference presentation
  • 25.  A node (or folder) for each team member to allow for new ideas without going too far astray
  • 26.  Ongoing clarification of purposes and processes  Piloting  Reflective writing  Leveraging team strengths
  • 27.  What qualitative methodologies are guiding the team work?  How geographically dispersed is the team?  What are the ethical and human subject issues for this project?  What work will be done independently, in pairs, or in groups?  What kind of access do team members have to the software?  What experience do the researchers have with qualitative methods, with the research setting, or with NVivo?  What decision-making models (e.g., consensus, democratic vote, or team leader directives) are in play to guide team progress?  Who is the project “Czar” and how will they communicate?
  • 28.  Prepare one document and import it, rather than preparing all 40 files  Ask different researchers code a page of a transcript ◦ Practice a project import ◦ See the visual comparisons  Detailed project management logs (in an NVivo memo)  Run queries and visualizations early to test them
  • 29.  Propose improvements and modifications ◦ Data collection ◦ Cleaning ◦ Storage, etc.  Role clarifications or job descriptions  Timelines for activities or benchmarks  Minutes of meetings  Coding structures, definitions, examples and counter-examples  Ideas proposed by team members and decisions made regarding these proposals  Emerging models or hypotheses
  • 30.  Initial assessment of skills/needs: ◦ Qualitative research methods ◦ Content area ◦ NVivo as a database  Shifting ◦ Needs ◦ Skills ◦ Assessments  Short and long-term mapping of tasks and individuals
  • 31. Table of contents • Perspectives: Qualitative computing and NVivo • Starting out, with a view ahead • Designing an NVivo database • Coding basics • Going on with coding • Cases, classifications, and comparisons • Working with multimedia sources • Adding reference material to your NVivo project • Datasets and mixed methods • Tools and strategies for visualizing data • Using coding and queries to further analysis • Teamwork with NVivo • Moving on - further resources Kristi Jackson, MEd PhD kjackson@queri.com 303-832-9502

Notes de l'éditeur

  1. STOP Why you are doing team research Database options
  2. STOP Prompting for user Turning on the log Password protection NEXT: COMBINING PROJECTS EXAMINING TEAM MEMBER CONTRIBUTIONS
  3. STOP Why you are doing team research Database opttions
  4. STOP Combining projects and handling duplicates NEXT EXAMINING TEAM MEMBER CONTRIBUTIONS (coding stripes and coder reliability
  5. STOP Technically handling the query Methodological claims NEXT Other tools in NVivo (not necessarily designed for team research)