Conducting reviews in NVivo

The process of using NVivo for Literature Reviews can include: Collecting your articles, ideally using a reference manager, such as Zotero, Mendeley, Endnote or Civati

1. Importing the full-text article as PDF or text file along with the bibliographic metadata from your citation manager into NVivo [Learn more in this module about reference management] 
2. Adding the full-text and PDFs of articles saved locally on your computer and enriching these with descriptive information [Learn more in this module about classifications and attributes]
3. Create a centralised project file which stores your source documents, sections of text categorised by theme, your project management notes, to-dos, meeting notes and more [Learn more in this module about project management]
4. Capture sections of text as you read and categorise them according to themes and keywords. [Learn more in this module about coding]
5. Using codes to select sentences for quoting and paraphrasing in your review.
6. Run quantitative text frequency and word searches across all or selected articles in your project to identify commonly-occurring terms 
7. Run search queries across some or all documents in your project. These could be source articles, coded text, your research notes, metadata, keywords, abstracts, etc. 
8. Use Memos to annotate and manage your reading process
9. Create tables and graphs to illustrate the themes you identify in your source articles
10. Export your coding structure as a codebook or create a report and include as an appendix to your final review. The report function is only available on the PC, but both MAC and PC can create codebooks.