Working with Codes

  1. Before we work some more with Codes, create two more codes called “Energy Efficiency” and “Water Consumption”.

  2. Next, code at least 5 small text fragments to each new code.

  3. You can see now there are useful counts associated with our codes to see how many files have content that has been coded in that code, and how many text snippets or references have been coded into that code.

    In the node list, the files and references columns are outlined.

  4. You will notice that all of our codes are top-level or parent codes, meaning we haven’t established a hierarchy, none of our codes are nested under other codes. NVivo can help you organize your codes in a hierarchical structure. You are often, in the end, trying to create a hierarchical codes list to group common codes together into broader categories and themes to help make sense of your coding. Create a new code and call it Sustainability.

    Node list with an open context menu and the new node option outlined.

    New Node Window with the name field outlined and completed. Red box around the OK button.

  5. You could use this code to group some of your existing codes. Drag Energy Efficiency and Water Consumption onto the Sustainability code (First click on a code to highlight, wait a moment, then drag it on).

    Energy Efficiency and Water Consumption Nodes selected, with arrows pointing to the Sustainability node.

  6. Now you can see that they are grouped beneath. Codes grouped beneath another code are called Child Codes.

    Red box around the sustainability node with the two nodes nested under it.

  7. You can use Sustainability as its own broader code now in coding, or just keep it as a heading in the hierarchy. Double click on Sustainability. You should see an empty window pop up as there are no references coded to that code right now.

    The Sustainability node opened, with no references.

  8. Right click on Sustainability and select Code Properties.

    Context menu for the sustainability code with a red box around the Code Properties option.

  9. Click the box next to Aggregate Coding from children. Then click OK.

    Code properties window with the Aggregate coding for children box outlined and checked.

  10. Now you should see all the references to Sustainability’s code, plus its children codes, show up in the window that popped-up before (and is still open). You will need to decide how to want to handle your code hierarchies in terms of this aggregation for your own projects. In some cases, this is very useful, but it may affect queries where references are double counted for the parent and the child. We will talk more about queries later in the tutorial.

    The Sustainability code opened, with all the references from child codes visible.

  11. In the window with all the Sustainability references, highlight all the text. A quick way to do this is to click anywhere in that window and press CTRL and “A” on your keyboard at the same time to select all.

    The Sustainability code opened, with all the references selected.

  12. Then go to the menu at the top of the document, select the Content drop-down menu and pick Broad under Coding Context.

    The Sustainability code text selected. In the Code ribbon, the Content drop-down menu is opened and the Broad option is outlined.

  13. You will see that the references have changed. There is grey text that isn’t coded, but comes directly before or after the coded text to give you more context for what you have coded. This is useful when examining small snippets of coded text. You can apply this Broad context (or explore the other options in the menu) any time you are presented with a list of references. Close the tab for now.

    The Sustainability code opened, with grey text above and below each reference. One example outlined in red.

  14. Another way to get a better idea of how your files are coded is to use coding stripes and highlighting. First, go to your interviews folder. You can see how many codes have been applied to the content and how many references in the document have been coded.

    In the interviews folder, the codes and references columns are outlined.

  15. Double click on an interview that has some coded references.

    In the Interviews Folder, the first file is highlighted.

  16. From the menu at the top of the Document, select the Coding Stripes drop-down menu and pick All.

    In the Document Tools ribbon, the Coding Stripes drop-down menu is open and All Coding is outlined in red.

  17. It will automatically select colours to differentiate the codes. You should see coloured stripes along the right to tell you what parts of the document have been coded and how. Note: You can customize the colours by right clicking on each code and selecting Color, and then picking your colour of choice. After you’ve set up all your colours, click anywhere on the text of the interview, select the Coding Stripes drop-down menu, and pick Item Colors instead of leaving Automatic Colors selected.

    Coding stipes and Item Colors in drop-down menu highlighted in red.

    Code stripes colours shown to the right of the interview transcript.

  18. Next, from the menu at the top of the Document, select the View drop-down menu and pick All Coding under Highlight.

    In the Document Tools ribbon, the Highlight drop-down menu is open and All Coding is outlined in red.

  19. You will see the coded text in yellow highlighting.

    The coded transcript text is highlighted in yellow and outlined with a red box.

Technique: Qualitative Data Analysis | Tools: NVivo


First created: November 20, 2023
Last updated: May 12, 2026

Tutorial maintained by Kelly Schultz.

Tutorial created by Kelly Schultz.

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