Merge projects or import items from another project
To merge projects, import content or structure from one NVivo project into another, 'master' project.
You can import content from projects created in:
- NVivo 12 for Windows
- NVivo 12 for Mac
- Earlier versions of NVivo created on the Windows platform (NVivo 11, NVivo 10, NVivo 9, NVivo 8, NVivo 7)
NOTE You can't import project from later versions into earlier versions. For example, you can't import an NVivo 12 project into an NVivo 11 project.
CAUTION It is a good idea to make a backup copy of the project before importing. Save and copy projects
Import a project
- Open the project that you want to import into.
NVivo for Teams projects must be opened exclusively.
On the Import tab, in the Project group,click Project.
- Locate and select the project you want to import.
TIP For an NVivo for Teams project, select NVivo Server Projects from the list, select the server from the Connection name box then select the project in the Project files box.
- Choose which project items you want to import.
- Choose how you want to handle duplicate project items.
- Click Import.
The import may take a few minutes. When the import has finished, the Import Project Report is displayed.
(Optional) Print the report for your records—you cannot access this report once it is closed.
NOTE Only items you select are imported. For example, if you select only files, only files are imported—any associated coding, see also links, and annotations are not imported.
|Project Items||Are duplicates when both items...|
|Documents sources, externals and memos||Have the same name, folder location and text content.|
|PDF sources||Have the same name, folder location and both contain the same PDF content.|
|Dataset sources||Have the same name and folder location, and have the same fields (columns), number of rows and the same text content in codable fields. Differences in column order are ignored.|
|Picture sources||Have the same name, folder location and the same picture. Differences in picture logs, image rotation, brightness and contrast are ignored.|
|Audio and video sources||Have the same name, folder location and both contain either a matching media item, or no media item at all. Differences in transcripts are ignored.|
|Framework matrices||Have the same name, folder location and contain the same row and column nodes. Differences in row header attributes are ignored.|
|Summaries||Have the same row and column nodes.|
|Memo links||Link the same memo to the same source item.|
|See also links||Link the same project item content to the same destination.|
|Annotations||Have the same text and are linked to the same project item content.|
|Nodes||Have the same name and hierarchical location.|
|Cases||Have the same name and hierarchical location.|
|Relationships||Have the same name, must connect the same project items, and have the same direction.|
|Relationship types||Have the same name and direction.|
|Queries, query results and matrices||Have the same name, folder location and modification date.|
|Source classifications||Have the same bibliographical ID. If the bibliographical ID is blank, then they are duplicates if they have the same name.|
|Source attributes and values||Have the same bibliographical ID and same data type. If the bibliographical ID is blank, then they are duplicates if they have the same name and data type.|
|Case classifications||Have the same name.|
|Case attributes and values||Have the same attribute name, same data type and the same attribute value name.|
|Maps||Have the same name, location and modification date.|
|User-defined folders||Have the same name and location.|
|Sets and search folders||Have the same name.|
|Reports and extracts||Have the same name, location and content (for example, fields, sort order, grouping and layout).|
|Duplicate Item||Difference||Rules applied|
|Folders||Folder items||Any unique folder items from the imported project are added to the folder in your open project.|
|Sets||Set members||Any unique set members from the imported project are added to the set in your open project.|
|Sources||Linked memos||The memos from the imported item are appended to the linked memos in the open project.|
|Sources||Color or description||If sources in your project have a color and description, these properties are retained, otherwise the color and description from the imported project are assigned to the sources.|
|Sources||Classification and attribute values||If the source in your project has been classified, the classification is retained, otherwise the classification (and attribute values) from the imported project are assigned to the source. If the source has the same classification, then attribute values from the imported project will replace any 'Unassigned' values in your project.|
|Datasets||Source shortcuts||The shortcuts in your project are retained.|
|Audio or video sources||Transcript entries||
Transcript entries are considered duplicates when both the timespan and text in the Content field is matched. Any unique transcript entries in the imported project are added to the matching source in your project.
If a duplicate transcript entry has different text within a custom transcript field (and the field exists in both projects), any unique custom field content is appended to the content of the matching field. For example, if the custom field Speaker has the value 'Anne' in the imported project , but has the value 'Kate' in your project, then after import, your project will have the value 'Anne, Kate'.
If an imported project contains uniquely-named custom transcript fields, these custom fields are added to your project (until you reach the limit of 10 custom transcript fields). The values of the custom fields are added to matching transcript entries.
|Picture sources||Log entries||Any unique log entries in the imported project are added to the matching source in the open project.|
|Framework matrices||Row header attributes||The framework matrix in your project is retained.|
|Summaries||Text content||The summary from the imported project is appended to the summary in the open project|
|Nodes||Coding references||The node's coding references from the imported node are combined with the Node's coding references in your project.|
|Nodes||Color or description||If node in your project has a color and description, these properties are retained, otherwise the color and description from the imported project are assigned to the node.|
|Nodes||Aggregation||The aggregation setting in your project is retained.|
|Cases||Coding references||The case's coding references from the imported case are combined with the case's coding references in your project.|
|Cases||Color or description||If cases in your project have a color and description, these properties are retained, otherwise the color and description from the imported project are assigned to the case.|
|Cases||Aggregation||The aggregation setting in your project is retained.|
|Cases||Classification and attribute values||If cases in your project have been classified, the classification is retained, otherwise the classification (and attribute values) from the imported project are assigned to the case. If the case has the same classification, then attribute values from the imported project will replace any 'Unassigned' values in your project.|
|Classifications||Attributes||Any unique attributes and attribute values are added to the classification in your project. If an attribute value in your project has a color and description, these properties are retained, otherwise the color and description from the attribute value in the imported project are assigned to the attribute value.|
Project property changes
When you import items from another NVivo project, some project properties may change.
|Project user profiles||
Duplicate project user profiles are not imported:
If you import content created or modified by a user who does not exist in your project, then the project user profile is also imported.
|Stop word lists||
The stop word lists in your project are retained.
Default paragraph styles in your project are not updated when you import content from another project.
Custom paragraph styles may be updated when you import an entire project. If the imported project has unique custom paragraph styles, the unique custom styles are added to your project. If a custom style with the same name exists in both projects, the custom style definition in your project is not updated.
Imported documents retain their original paragraph styling.
|Custom audio/video transcript fields||Custom transcript fields (columns) that are unique to the imported project are added to your project, until you reach the limit of 10 custom transcript fields.|