How to Set up your Project in NVivo 2020 (R1) or NVivo 14 – understanding cases and classifications

This video demonstrates how to correctly set up an interview, a focus group and a survey in NVivo 2020 (R1) and how to understand and correclty link all three to cases and classifications. Here is a link to the recources mentioned in the video:…


This video tutorial explains how to set up a project in NVivo 2020, focusing on understanding and setting up cases and classifications. The tutorial covers the concepts of cases and classifications, their importance in organizing and analysing data, and how to set them up correctly for different types of data. The video demonstrates setting up cases and classifications for focus groups, interviews, and surveys, but the same concepts can be applied to other types of data such as media files and literature.


  • 📺 The video tutorial covers setting up cases and classifications in NVivo 2020.
  • 📝 Cases and classifications are important for organizing and analysing data in NVivo.
  • 🗂️ The tutorial demonstrates setting up cases and classifications for focus groups, interviews, and surveys.
  • 📊 Cases allow for linking qualitative and quantitative data for analysis.
  • 💻 The tutorial shows how to import raw data, create cases, and import classifications from Excel.
  • 📚 The concepts of cases and classifications can be applied to various types of data in NVivo.
Key Moments
  • Setting Up Your NVivo 2020 Project00:08
    • Exploring the fundamentals of cases and classifications in NVivo 2020.
    • Understanding the central concepts crucial for various data types.
    • Demonstrating project setup and providing insights into cases.
  • Importing and Coding Focus Groups and Interviews02:09
    • Step-by-step guide to importing focus group and interview data.
    • Auto-coding speaker names and linking qualitative and quantitative data.
    • Building cases and classifications for effective data analysis.
  • Integrating Surveys and Demographics03:25
    • Importing survey data seamlessly into NVivo 2020.
    • Connecting survey responses with existing cases and classifications.
    • Managing demographics and ensuring data integration for comprehensive analysis.