Create cases manually

Cases are people, places, organizations, events or other entities that represent the focus of your research.

If you are analyzing interviews, focus groups, surveys or social media, NVivo can automatically create cases based on your data. This is especially useful if you are working with a large number of cases.

If you have a smaller number of cases, or are working with different types of qualitative data, you can set up your classifications and cases manually.

Create a case in the List View (without coding)

1. On the Create tab click Case.
2. Enter a name for the new case.
3. (Optional) Enter a description of the case. This can help ensure consistent coding (particularly useful if you work in a team).
4. (Optional) Select the Aggregate coding from children check box if this is a parent case and you want it to include all the references contained in any child cases. Aggregate codes
5. (Optional) You may want to classify the case—choose a classification and assign attribute values

Create a case while coding (using the coding panel)

Use the coding panel to quickly create cases while you code.

1. In the Detail View, select the content that you want to code.
2. Click Code at the top of the Detail View. Keyboard Shortcut Press ⌘ + /.
3. Under Code to New, click Case, and then enter a name and description for the case.