Understand your way around NVivo and then customize the
The menu bar at the top of the screen provides access to the commands you need to use when you are working with the software.
If you cannot locate a command on a menu, you can use the Help menu to find it in other menus:
There is also a Search field on the right-hand side to help you locate files, folders, codes, cases or queries within your project. Enter the name of the project item you are searching for, and matches are displayed in the list view.
This view provides access to all your project items. Items are organized under group buttons—for example, Files, Codes and Queries. When you click on a folder in Navigation View, its contents are displayed in List View.
In Navigation View you can:
This view displays the contents of your folders. You can double-click an item in List View to open it in Detail View.
In List View, you can:
You can customize List View display by adding or removing columns. Customize the work area
Detail View is the main part of the NVivo work area—when you open a file or code it is displayed in Detail View.
If you open multiple items, the one you are currently working with is displayed in Detail View—all open items are listed in Navigation View, click on another item in the list to show it in Detail View.
To close all open items: on the View tab, in the Application group, click Close All.
Open Items list
All items that are open—for example, files, codes and unsaved query results—are shown in the Open Items list at the bottom of Navigation View.
The item currently displayed in Detail View is highlighted in the list, if you want to switch open items (show a different open item in Detail View), select a different item in the Open Items list.
You can close all open items by doing one of the following:
The project log
The log displays a record of import and export operations that you initialize—for example, importing and exporting files.
To open the log, click the log icon at the bottom left of the NVivo window. If an error is recorded in the log, the icon changes to an exclamation mark.
By default, the log is automatically displayed when an error is recorded. For example, if a document fails to import because the file type is not supported. If you do not want the log to display automatically, open the log and then clear the Show automatically check box.
The log is automatically cleared when you close your project. If you want to retain the information currently in the log, save the log before you close the project.
To save the log entries to a text file, open the log and click the Save button.
To clear the log, open the log and click the Clear button.
The Status bar displays contextual information that varies depending on what you are doing in your project. For example, when you have a file open in Detail View, the Status bar shows the folder location of the file within your project.
Shortcut (or contextual) menus are available in List View and Detail View. You can access the most frequently-used commands via the shortcut menus. For example, you can use the shortcut menus to print a file selected in List View or code content selected in Detail View.
To open a shortcut menu, click in List View or Detail View and then hold down the Control key and click.
You can also access the shortcut menus in these ways:
- If you have a trackpad that supports gestures, you can use a two-finger tap
- If you have a multiple-button mouse, you can configure the mouse to access shortcut menus by right-click or your preferred method.
If you have selected items in List View or content in Detail View you will have more options on the shortcut menu—for example, the command to code content is only available if you have selected content to code before you open the shortcut menu.