Welcome to the University of Heidelberg's NVivo Workshops

There will be a four day intensive workshop for novices and a two day workshop for researchers and academics who have attended our previous NVivo workshops in Heidelberg.

Both sets of participants can download the materials here

The course outline below is for the four day group while you can see the the two day more experienced group's course outline here: Two Day Intermediate Course Outline


Course Outline

Introduction to NVivo 8 – Four Day Intensive NVivo Training Workshop


This course sets out to teach qualitative researchers best practice for setting up, optimising and analysing their qualitative data in an electronic environment. It does not favour any particular methodology nor does it seek to teach methodologies or their philosophical underpinnings. It does seek to teach course participants how to apply their chosen methodology in a database specifically designed for that purpose.

By the end of the four day workshop, course participants should be competent to:

·         Identify, gather, format and prepare all relevant qualitative data pertinent to their project

·         Import and organise such data

·         Identify and implement a coding strategy for the study

·         Analysis the data using manual and automated processes as appropriate

·         Report on the data throughout each stage of coding and support findings with database outputs

·         Understand the difference between an individual and team based project and their roles and responsibilities within such teams

·         Know how to get help and draw down support during data analysis

The course will be delivered by Ben Meehan who is a full time NVivo consultant and trainer with over ten years experience in this role.

Course materials may be downloaded at www.nvivotraining.eu/heidelberg

*Please download these materials before attending the workshop. You should print out the getting started manual for reference on the day.




Day 1: Collecting and Preparing your Data


Introductions and course overview (Ben & Aurelia)

Why use a computer for qualitative analysis?

The theoretical project

A Tour of NVivo (applying the theory)


Designing, formatting and importing text based sources (using African transcripts)

Designing, formatting and importing media based sources

Managing digital data (synchronising transcripts and media files)

Managing field notes and observations

Using NVivo for your literature review

Linking text using annotations, memos, hyperlinks and see also links



Day 2: Setting up your NVivo Database



Creating and managing case nodes

Integrating quantitative sources (creating and managing NVivo attributes) such as demographics and/or outputs from statistical databases such as SPSS or STATA with qualitative data such as coded themes and categories of themes (nodes)

Setting up attributes

Importing attributes

Coding data


Coding data continued

Reviewing coding

Inter-rater reliability testing for team projects

Managing nodes

Participants may use their own data or tutorial data up this point in the workshop




Day 3: Applying Learning from Days 1 & 2 in a Theoretical Project

All day-

Data Analysis:

It is compulsory for to have completed days one and two in order to be able to participate in day three OR to be an experienced NVivo user. The objective of this workshop is to conduct a piece of analysis using raw data and a research question. By the end of the session, the participants will have:

  1. Set up a database with a robust architecture
  2. Analysed the data using queries and manual analysis where appropriate
  3. Reported on the findings

Research Question:

Will the Government win the next general election?

If not, why not?

Data collection:

Mixed method questionnaire collecting demographics along with quantitative and qualitative questions


1.      Import Questionnaires

2.      Import Quantitative data and match cases

3.      Use coding query (simple) to address part 1 of the research question

4.      Target a participant set and use coding query (advanced) to group them

5.      Auto-code their qualitative responses to a single node

6.      Code on their responses to identify reasons for change

7.      Share information using annotations

8.      Generate preliminary findings using memos (proposition/summary statements)

9.      Further interrogate data by automated  coding on by demographic value (gender) using an advanced coding query

10.  Use text search to augment manual coding and integrate results

11.  Use a compound query to refine searches

12.  Test preliminary findings against demographics to further explore/analyse results using short graphical queries

13.  Create relationship nodes and code data to them

14.  Export results and report graphically on weighting of concerns

15.  Share/report data with non NVivo users using HTML export

16.  Use matrix for deeper integration/exploration of relationships within the data

17.  Model findings

18.  Report findings



Day 4: The Team Project – Open Session:


Form and Content

Day 4 will be an open session to facilitate people who wish to work with their own data but in a supervised training environment. Participants can set the agenda for the day and any requests for revisiting or expanding on the three intensive training days just completed will be facilitated at a pace appropriate to the need.

Meeting Course Objective and Learning Outcomes

By the end of day 4, participants should have their database set up correctly with all key elements (day 1) in place and a clear plan for analysis. They should have devised an agreed coding strategy (agreed with supervisory or research team) for the study which includes a coding framework and a timeline for each stage of coding. This coding strategy should include inter-rater reliability testing for team projects along with a clearly defined and written set of database protocols. There should be a database administrator in place who will be responsible for creating and implementing such protocols.  The database administrator will be responsible for back ups, checking, validating and importing remote coders content into the master database.

Day 4 will be an opportunity for individuals or members of the team to ensure they know their responsibilities to their projects and are comfortable that they understand and can apply all of the above criteria and so successfully optimise their role in any imminent qualitative data analysis project in which they are involved.


Day 4 relies on participants reflecting on their learning over the three previous days and ensuring that they identify and seek help on any area covered in the workshop with which they feel unsure.


Ben Meehan



Pembroke Lane

Dublin 4

Tel: 003531 4429719

Mobile: 0035387 172259



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