NVivo Project Setup

NoteSection Overview

This section will walk you through the steps of creating a new project.

We will cover:

• how to import and organise files,
• how to create cases and case classifications.
• How to connect metadata (e.g. demographic information about interviewees)

Follow the steps by clicking through the arrows at the bottom right.

Which NVivo version are we using?

This project setup guide uses screenshots from NVivo Windows 14 and 15. Things may look a little different if you’re working on other versions. Differences with windows R1, 14 and 15 are minimal (where they exist, we’ll try to mention it).

See our cheatsheet for a quick guide to how things differ across versions.

For more complex tasks, we recommend you consult manuals which are relevant to the version you are working in, which can be found in the Resources tab above.