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NVivo ribbon tabs

 

This topic describes the tabs on the NVivo 10 ribbon.  

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File tab

 

The File tab provides the following options:

  • Project-related commands (New, Save, Open and Close)—create, save, open and close NVivo projects.

  • Info—access project properties and the project event log.

  • Manage—copy, compact and repair, rename server projects, and delete server projects.

  • Recent—access projects you have recently worked on.

  • Print—print sources, nodes and other project items.

  • Help—access NVivo Help and other  user resources, product information, and check for software updates or activate your NVivo license.

  • Options—access NVivo application options including user interface language, server connections, node display preferences, and default file locations.

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Home tab

The Home tab contains the following groups:

  • Workspace—navigate using the 'Go' commands, and refresh your view of the project.

  • Item—open project items, view item properties, and turn on edit mode.

  • Clipboard—cut, copy paste and merge.

  • Format—change the font and apply text formatting such as bold, italics, underline.
  • Paragraph—indent and align paragraphs.
  • Styles—apply paragraph styling in documents, memos and externals. For example, apply Heading 1 style.
  • Editing—find and replace text, insert tables and images in documents, delete selected content or delete selected project items, and switch between text and region selection in PDF sources.
  • Proofing—check spelling in source content and annotations.

NOTE If you are working with a source or model, some commands are only available when you are in edit mode.

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Create tab

The Create tab contains the following groups:

  • Sources—create new document, external, memo, audio and video sources, or create a new framework matrix.

  • Nodes—create new nodes.

  • Items—create new project items based on your current selection. For example, create new case nodes from selected sources.

  • Collections—create new folders, search folders and sets, or add to an existing set.

  • Classifications—create new classifications, attributes and relationship types.

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External Data tab

The External Data tab contains the following groups:

  • Import—import project items from external files or from other NVivo projects. For example, import sources, NCapture files, literature references and classification sheets.

  • Export—export project items. For example, export sources, nodes, classification sheets or project event log entries.

  • Transcription—purchase transcripts via an integrated transcription service provided by TranscribeMe. Completed transcripts are automatically downloaded into your project.

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Analyze tab

The Analyze tab contains the following groups:

  • Coding—code source content using manual and automatic coding techniques.

  • Uncoding—uncode coded content.

  • Links—link source content using memo links, 'see also' links, and hyperlinks.

  • Annotations—annotate sources.

  • Framework Matrix—add and delete summary links or automatically generate summaries from coding.

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Query tab

The Query tab contains the following groups:

  • Find—find items in your project based on specified criteria. For example, find all sources created after a certain date.

  • Create—create new queries.

  • Actions—run queries, store query results and add selected words from a Word Frequency query result to the stop words list.

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Explore tab

The Explore tab contains the following groups:

  • Reports—build or run reports and extracts.

  • Models—create new models.

  • Visualizations—create charts, cluster analysis diagrams, tree maps, and graphs.

  • Classification Sheets—open a classification sheet to see the sources or nodes in the classification (and their attribute values).

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Layout tab

The commands on this tab are available when you are working with List Views and tabular content (in datasets, text tables, matrices, classifications, transcripts, picture logs and the project event log).

The Layout tab contains the following groups:

  • Rows & Columns—select and arrange rows and columns. For example, insert, delete or move rows and columns.

  • Tools—convert a table (in a document, memo or external) to text, or reset customizations to datasets, classifications sheets and matrices.

  • Sort & Filter—sort and filter the List View or other tabular content.

  • Show/Hide—show or hide rows or columns.

  • Page—make changes to paper size, orientation, and margins.

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View tab

The View tab contains the following groups:

  • Workspace—change the workspace to suit the way you want to work. For example, show or hide Navigation view.

  • Window—close, dock or undock the currently visible Detail View window, zoom in to see more detail, show or hide bookmarks in PDF sources, or change to page layout in document sources.

  • List View—change the appearance of List View. For example, display details or thumbnails, and expand or collapse node structures.

  • Coding—show or hide coding when viewing sources and nodes. For example, highlight coded content, or display coding stripes.

  • Links—show or hide annotations, 'see also' links and relationships when viewing sources and nodes.

  • Detail View—change the appearance of nodes, node matrices, framework matrices, classification sheets and reports in Detail View.

  • Reference—go to the previous or next highlighted reference.

  • Visualization—change the color scheme displayed in coding stripes, charts, models and graphs.

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Media tab

This tab is only available when audio or video source content is displayed in Detail View.

The Media tab contains the following groups:

  • Display—customize the media source display. For example, show or hide the waveform, the transcript or the media player.

  • Playback—navigate the media using the playback commands. For example, Play/Pause, Stop, Skip Forward, Skip Backward.

  • Selection—select media file content. For example, use 'Start Selection' and 'Finish Selection' commands to select media or select the media content associated with a transcript row.

  • Import—import transcript rows or a media file into an audio or video source.

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Picture tab

This tab is only available when picture source content is displayed in Detail View.

The Picture tab contains the following groups:

  • Display—change the appearance of picture sources in Detail View. For example, show or hide the picture log.

  • Adjust—rotate the picture or adjust shading density for coded, linked or annotated picture regions.

  • Selection—select picture content. For example select a region of the picture associated with a log entry.

  • Import—import picture logs rows into a picture source.

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Report tab

This tab is only available when a report is open in Report Designer in Detail View.

The Report tab contains the following groups:

  • Page—change layout of a report. For example, choose columnar, tabular or stepped layout.

  • Controls—add text, an image or use an expression to summarize data in a report.

  • Add/Modify—add the selected field to a report, or make a change to an expression

  • Header & Footer—add totals, page numbers and other elements to report headers and footers.

  • Sort & Filter—sort or filter the data displayed in a report. For example, sort sources alphabetically, or by file size.

  • Grouping—add groupings to a report. For example, group your report by source type.

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Model tab

This tab is only available when a model is displayed in Detail View.

The Model tab contains the following groups:

  • Display—change the Detail View display for models. For example, show or hide model groups, or change the layout of a model.

  • Shapes—add shapes to a model, or change an existing shape.

  • Connectors—add connectors to a model, or reverse the direction of a connector.

  • Items—interact with project items. For example, add project items to the model or open a project item that is represented in the model.

  • Groups—work with model groups. For example, add custom groups to a model, or add members to a custom model group.

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Chart tab

This tab is only available when a chart is displayed in Detail View.

The Chart tab contains the following groups:

  • Current Selection—select the label (title or axes) that you want to format.

  • Title—show, hide or change the text of the title in the chart.

  • Labels—show or hide axes labels, legend, and data values or change the position of the legend.

  • Type—change the chart type used to display the data. For example, display the data as a 3D column or 2D bar chart.

  • Options—change the data displayed in the chart.

  • Gridlines—show or hide horizontal or vertical gridlines.

  • Rotation—rotate a 3D chart.

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Cluster Analysis tab

This tab is only available when a cluster analysis diagram is displayed in Detail View.

The Cluster Analysis tab contains the following groups:

  • Filter—change the number of lines on a circle graph by adjusting the upper and lower limits for similarity index values that are used to draw lines on the graph.

  • Rotation—rotate a 3D cluster map.

  • Type—change the type of diagram type used to display the data. For example, display the data as a 3D cluster map or horizontal dendrogram.

  • Options—change the data displayed in the diagram, change the number of clusters or use word frequency to determine the size of the balls in a cluster map.

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Tree Map

This tab is only available when a tree map is displayed in Detail View.

The Tree Map tab contains the following group:

  • Options—change the colors or items displayed on a tree map.

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Word Tree

This tab is only available when a the Word Tree tab of a Text Search Query result is displayed in Detail View.

The Word Tree tab contains the following group:

  • Options—change the root term, the order of branches or the number of words displayed on either side of the root term.

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Graph tab

This tab is only available when a graph is displayed in Detail View.

The Graph tab contains the following group:

  • Display—select the associated items that you want to show on the graph.

  • Create—create a model based on the graph.

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