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• • • • • • • • • What is coding? 'Coding' your sources is a way of gathering all the references to a specific topic, theme, person or other entity. You can code all types of sources and bring the references together in a single 'node': The process of coding can generate ideas and help you to identify patterns and theories in your research material. For example, you could gather all the negative opinions about a policy and examine them together in a node—from there, you could tease out common threads and ask questions like What do young people think and do their opinions differ from those of older people?

You can also code to gather source content at nodes that represent the subjects of your research, such as people or places. For example, if you have survey responses from a class of students, you can create a case node to represent each student, and then code their opinions at their case node. Refer to for more information. You can code manually within a source or do some fast coding using the auto code and query-based coding features. Deciding on an approach The way you approach the analysis of sources can depend on the • Methodology you are using (if any) • Amount and type of data you have • Time available NVivo does not prescribe an approach but provides the tools to let you work the way that suits you best.

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For example, if you have many sources or you have large dataset sources—make the most of NVivo's auto coding and query-based coding features. If you have a smaller number of sources that require close analysis—take advantage of the easy-to-use manual coding tools. You can create a node structure and then code your material at the 'ready-made' nodes or you can create nodes as you work through your source materials.

'Broad-brush' coding using queries You can use NVivo queries to automatically code your sources based on the words or phrases they contain. This can be a useful starting point for reviewing your data. For example, you can • Run a Word Frequency query to see (and code) the words that occur most often—for example, if the word literacy appears frequently you can save all occurrences in a node for further investigation • Run a Text Search query on a specific word or phrase and automatically code the text that is found—for example, find and code all the occurrences of climate change. Refer to and for detailed instructions. Manual coding in sources While working in a source you can select content and then code it at new or existing nodes. NVivo provides the following ways to manually code your sources: • Select and code content using the options on the Analyze tab of the NVivo ribbon.

• Drag and drop selected content on a node in List View. You can customize your workspace to make the most of drag and drop coding—list the nodes on the left and display your source on the right: • In vivo code to make a new node from selected words or phrases. • Quick code using nicknames for common nodes—for example desalination could have the nickname desal.

You select the content you want to code and enter or select the nickname. When you successfully code the content in a source, a confirmation message is displayed in the NVivo status bar. The content available for coding depends on the type of source you are working with, refer to the following topics for more information: • • • • Coding entire sources to a node You can code entire sources to new or existing nodes. This can be useful, if you want to code everything in the source to a particular theme node, or if the source represents the responses of an individual and you want to code it all at their case node. If you select a source in List View or have a source open in Detail View, you can code the entire content at a new or existing node—refer to. You can also code an entire source at a new node if you create nodes automatically when importing source materials. You can: • Use Evernote tags to create and code at nodes—refer to.

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• Specify nodes to code to when you capture web pages—refer to. When you code entire sources, the content is coded as described below: Source type How the content is coded Documents All the text (and any images) in the document are coded as a single coding reference. PDFs All the text in the PDF is coded as a single coding reference. Each page of the PDF is also coded as region (image). For example, a two page PDF (which contains text) will be coded as three separate coding references—one for the text, and one for each page. Datasets The content of each codable cell in the dataset is coded as a separate coding reference. If the dataset contains source shortcuts, the content of the destination source is also coded entire to the node.